Hi there! I'm Alex, a CPA and CERTIFIED FINANCIAL PLANNER® in Phoenixville, PA. I help families navigate complex tax & estate issues so they can accelerate their wealth-building journey & transfer their wealth to the next generation efficiently. My approach blends technical expertise with practical, real-world planning to make sure clients feel confident, informed, and fully supported at every stage of their financial lives. As both a CPA and CFP®, I focus on strategies that go far beyond investment management. Tax planning, estate structuring, retirement income optimization, equity compensation guidance, and multigenerational wealth transfer are at the core of my practice. I believe that true financial planning is proactive, not reactive. That means helping clients reduce lifetime taxes, avoid costly estate mistakes, and organize their financial lives so that everything works together—efficiently and intentionally. My practice is built on clarity, education, and long-term relationships. I take the time to understand what matters most to each family, then create a plan that aligns with their values, their goals, and their legacy. Whether you're navigating a major financial decision, preparing to retire, or planning for the next generation, I’m here to guide you through the complexities so you can focus on living the life you’ve worked hard to build.

Jonathan Monroe is a financial advisor at New Wave Financial LLC with 10 years of industry experience. He holds the Series 66 designation and has worked in various roles including a senior account director position at Viant Technology Inc, an advertising technology firm. His background also includes positions at Amazon, The Trade Desk, and SEI Investments Distribution Co. New Wave Financial provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a long-term, discretionary investment approach combining fundamental, quantitative, technical, and modern portfolio theory methods, and often utilizes third-party money managers and model portfolios from SEI Private Trust Company.

Paul Fair is the principal of Paul Fair Associates, LLC, where he has provided financial advisory services since 2000, totaling 22 years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he teaches financial education classes for a nonprofit organization, dedicating about 30% of his time to this activity. Paul Fair Associates, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm offers discretionary investment supervisory services and monitors independent managers, allocating client assets across mutual funds, stocks, ETFs, and various fixed income instruments using multiple security analysis methods. The firm is notable for accepting non–high-net-worth individual clients and providing portfolio management with percentage-of-AUM fees.

Adam Snellbaker is a financial advisor at ACS Tax & Financial Advisors P.C. He holds a Series 65 designation and has over 13 years of experience, including a long tenure at Reinhart & Company CPAs before founding his independent advisory firm in 2026. ACS Tax & Financial Advisors, P.C. provides comprehensive financial planning, discretionary investment management, retirement planning, tax planning, and related consulting services to individuals, families, professionals, retirees, business owners, and trusts. The firm’s approach integrates tax planning with financial planning and investment management, using a long-term, passive investment strategy focused on diversification, asset allocation, and cost- and tax-efficiency.

Stephen Elliker is a CFP®-credentialed financial advisor with five years of industry experience, currently serving clients through his independent firm, Elliker Financial. Before founding his firm in 2025, he worked at Rodgers & Associates, Ltd., The Vanguard Group, Inc., Compass Ion Advisors, LLC, and Chartwell Investment Partners. Outside of finance, he is co-owner of Elliker Cookie Company, where he manages scheduling, business development, and sales. Elliker Financial provides wealth management and financial planning services to individuals, high-net-worth households, and small businesses. The firm’s investment approach combines active and passive strategies based on modern portfolio theory and incorporates ESG portfolios, managing accounts on a discretionary basis tailored to clients’ risk tolerance and goals.

Scott Foster is the sole advisor at Foster Investment Management, LLC, an independent advisory firm based in Wyomissing, PA. He holds a Series 65 designation and has 16 years of industry experience. Prior to founding his firm, Foster briefly worked at Backcountry Edge in 2016. Foster Investment Management is a state-registered, fee-only firm providing investment management services to individuals and trusts. The firm uses a core-and-satellite approach combining passively managed index funds with actively managed satellite holdings, offering both discretionary and non-discretionary account management tailored to client objectives.

Thomas Mckeon is a CFA® charterholder with 31 years of industry experience, serving as the sole advisor at Clothier Springs Capital Management, LLC in Phoenixville, PA. He holds Series 63 and Series 65 licenses and leads an independent advisory firm. Clothier Springs Capital Management provides discretionary investment advisory and portfolio management services to private individuals, high-net-worth clients, and institutional entities, including municipal governments and pension plans. The firm employs globally allocated, broadly diversified portfolios primarily using low-cost, index-based ETFs, and offers specialized strategies such as rules-based option hedging, derivative consulting, and Outsourced CIO services.

William Mccartin is a financial advisor with First Financial Security, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been associated with MML Investors Services, Inc. since 1995. First Financial Security, LLC is a state-registered independent investment adviser serving individual clients with approximately $9.6 million in non-discretionary assets across 27 accounts. The firm employs both fundamental and technical analysis to implement long-term, short-term, and trading strategies, managing accounts primarily on a non-discretionary basis and offering individualized portfolio management alongside limited securities advice and special consultation engagements.

Francis Post is a financial advisor at GuidePost Capital Management Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Tompkins Trust Company, LPL Financial LLC, Berkshire Advisors, Inc., and Purshe Kaplan Sterling Investments. GuidePost Capital Management Group is an independent advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services, utilizing fundamental and technical analysis alongside modern portfolio theory to align portfolios with client objectives and risk tolerance.

Joseph Bucara is a CFP® with 21 years of industry experience and has been the sole advisor at JCB Financial, Inc. since 2006. He holds Series 63, 65, and 66 licenses and operates out of Collegeville, PA. JCB Financial provides investment supervisory services and financial planning to individuals, trusts, estates, charitable organizations, foundations, and business entities. The firm uses a top-down macroeconomic framework combined with fundamental and technical security analysis, emphasizing diversification, cost control, and low portfolio turnover, often leveraging exchange-traded funds alongside other investment vehicles aligned with client objectives.

Richard Gould is the sole advisor at Gould Tactical Growth LLC in Phoenixville, PA. He holds the CFA® designation and a Series 65 license, and has 22 years of industry experience. He has led Gould Tactical Growth since 2017. Gould Tactical Growth LLC provides discretionary investment management, consulting, and model/asset-allocation services to a selective client base that includes high-net-worth individuals, trusts, other advisers, and pooled investment vehicles. The firm employs a concentrated growth equity approach centered on small- and micro-cap companies using CAN SLIM screening combined with fundamental and technical analysis, and it actively manages portfolios with discretionary authority.

Michael Henzes, CFP®, MBA, EA Hi, my name is Mike. If you’re looking for someone to help you objectively answer a couple questions or guide you through the variety of financial/life events you’ll be experiencing over the next 20-40 years; you’ve come to the right place!!! My mission is to help you use your human and financial resources to live your best life NOW and in the FUTURE. Some ways we’re different from other advisors: Advice Only – Never worry about being sold something you don’t want. No upfront fees – You get billed after the work is done - not before. CFP® Professional – Rigorously trained and dedicated to your best interest. Choice – You choose the level of service that fits your needs. Low annual fee – Planning and investment management for one low fee. No minimum asset requirement – We base our relationship on the value we bring NOT the value of the accounts you bring. I'm originally from Northeast Pennsylvania (Blakely, PA) and currently live in Southeast Pennsylvania, Western Montgomery county (Pottstown, PA). I attended the University of Pittsburgh and finished my last two years at West Chester University of Pennsylvania where I earned a Bachelor of Science degree in Accounting. I went on to earn my MBA, with a concentration in Finance, from St. Joseph’s University in Philadelphia and hold a certificate of completion from the College for Financial Planning’s Elite-CFP education program. I am a CERTIFIED FINANCIAL PLANNER™ professional and an enrolled agent admitted to practice before the Internal Revenue Service. I've accrued more than 23 years of experience in the accounting and financial services industry in a number of different capacities. Most notably, I served as a Regional Director for a leading global provider of outsourced asset management where I had the opportunity to work with hundreds of advisors and see, first hand, how great firms operate and serve their clients. You can learn more about my professional background here: LinkedIn: https://www.linkedin.com/in/finplanningspecialist/ On the personal side, I've been married for over 20 years and have four children. I enjoy tinkering, working on cars, being in the outdoors and I'm a basketball enthusiast. If you’d like to talk and further explore how we might be able to help, I would encourage you to give us a call, send an email or use the scheduling app on our website. I sincerely appreciate your interest and look forward to connecting with you soon. – Michael Henzes

Joshua Fennimore is the sole advisor at Benchmark Financial, an independent advisory firm located in Schwenksville, PA. He holds Series 63 and Series 65 credentials and has 19 years of industry experience, with 18 years at his own firm, Fennimore Advisory, LLC dba Benchmark Financial. Benchmark Financial serves individuals, trusts, estates, and businesses with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm customizes portfolios using mutual funds, ETFs, individual stocks and bonds, and provides ongoing reviews and communication while integrating third-party platforms for consolidated reporting and planning.

Bradley Kleinfelter is the sole advisor at Black Oak Wealth Management, LLC in Phoenixville, PA. He holds a Series 66 designation and has 19 years of industry experience, including 17 years with his current firm. Black Oak Wealth Management serves individual and high-net-worth clients by providing ongoing portfolio management and investment supervisory services. The firm emphasizes individualized investment policies and employs a range of analytical methods and trading strategies on a primarily non-discretionary basis, with clients retaining final trade approval.

Craig Hafer is a financial advisor with Walsky Investment Management Inc in Wyomissing, PA, holding a Series 65 designation and over 24 years of industry experience. He has been with Walsky Investment Management since 2000. Outside of his advisory work, Mr. Hafer coaches youth soccer in Berks County and owns Westview Productions, where he produces podcasts and publishes written content on investment and other topics. Walsky Investment Management provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, charitable organizations, and privately held businesses. The firm manages approximately $130 million across about 100 client accounts, employing fundamental analysis and a long-term purchase orientation to align portfolios with clients' objectives, risk tolerance, and tax considerations.

Jay Kemmerer Jr. is a financial advisor at Berkshire Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked in the restaurant industry, including six years at Log Cabin Restaurant. Berkshire Advisors, Inc. provides discretionary asset management, financial planning, and institutional investment services to individuals, small businesses, retirement plans, trusts, and other entities. The firm combines fundamental, quantitative, and third-party research to construct portfolios across various asset classes and acts in a fiduciary capacity for retirement accounts.

Karen Vavra is an advisor at VCM Wealth with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at BNY Mellon and State Street Corporation. Outside of her advisory role, Ms. Vavra is an independent licensed insurance agent specializing in accident and health life insurance and fixed annuities. VCM Wealth provides advisory services primarily to individual and high-net-worth clients, as well as a variety of institutional clients. The firm uses a systematic, discipline-driven investment process focused on ETF-based portfolio construction and offers both discretionary and non-discretionary portfolio management along with financial planning and retirement guidance.

Christopher Makosch is a CFP® and Series 66 credentialed advisor at Schuylkill Financial, LLC with 19 years of industry experience. He has been with Schuylkill Financial since 2007. Schuylkill Financial serves individual and high-net-worth clients, managing approximately $123.6 million in discretionary assets for around 126 clients. The firm constructs portfolios using fundamental, technical, charting analysis, and modern portfolio theory, employing various investment vehicles and reviewing accounts at least annually.

Tyler Storms is a financial advisor at Hyperion Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Hyperion Financial serves individual and high-net-worth clients with tailored financial planning and discretionary investment management, primarily using a passive, long-term buy-and-hold approach with index funds, ETFs, stocks, and bonds. The firm offers comprehensive planning services delivered virtually and coordinates with clients’ tax and legal professionals.

Charles Falco is a financial advisor with Limerick Financial Group, LLC in Limerick, PA, holding Series 63 and Series 65 designations and 20 years of industry experience. He has been with Limerick Financial Group since 2006 and previously operated Falco and Associates, Inc. for 34 years. Limerick Financial Group serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, providing discretionary portfolio management, financial planning, consulting, and retirement-plan advisory services. The firm uses a range of investment strategies including mutual funds, ETFs, bond funds, government securities, proprietary asset-allocation models, and specialty equity strategies, and manages approximately $68 million in discretionary assets.