Jeffrey Beyer Jr. is the sole advisor at Paladin Retirement Advisors, an independent registered investment adviser based in Newtown, PA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to founding Paladin, he worked at AE Wealth Management, USA Financial Securities Corporation, and United Planners' Financial Services of America. In addition to his advisory role, he conducts insurance sales and service as a sole proprietor. Paladin Retirement Advisors provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm utilizes a combination of in-house management, sub-advisors, and co-advisor relationships to implement model portfolios and offers pension consulting services under ERISA fiduciary standards.

William Sands Jr is the principal advisor of DEL VAL Retirement and Investment Services Inc in Doylestown, PA, with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including PNC Investments and Winthrop Partners. Outside of financial advising, he serves as a board member of the Plumstead Historical Society and is involved in construction project management through Edwardson Construction. DEL VAL Retirement and Investment Services provides discretionary asset management and financial planning to individuals, trusts, small businesses, and estates. The firm tailors investment strategies to client objectives using a range of analytical approaches and financial instruments, managing approximately $1.9 million in assets for a small client base.

Michael Guarracino is the sole advisor at MG Financial Management, LLC, an independent registered investment adviser based in Doylestown, PA. He holds Series 63 and Series 65 designations and has 15 years of industry experience, including six years at Concert Wealth Management, Inc. He serves as a board member of Forest Grove Presbyterian Church. MG Financial Management provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations. The firm uses a technical-analysis approach to tailor portfolios based on client objectives, time horizons, and risk tolerance, with regular account reviews and a focus on accommodating client-imposed investment restrictions.

Michael Scavullo is a financial advisor at Solebury Asset Management LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Summit Financial Group Inc., and Cetera. His activities include licensed insurance sales alongside his advisory role. Solebury Asset Management provides investment advisory services primarily to high-net-worth individuals and corporate clients, including pension and profit-sharing plans. The firm offers tailored portfolio management using a variety of analytical approaches and a broad range of securities, with additional services such as pension consulting and a wrap-fee program.

Thomas Laessig is a financial advisor with Fidelity Federal Planning Corp. in Montgomeryville, PA. He holds the ChFC® and Series 63 designations and has 22 years of industry experience. In addition to his advisory role, he serves as general manager of 401K Data Warehouse, LLC, a software provider he helped establish in 2000. Fidelity Federal Planning Corp. provides investment advisory and portfolio management services to individuals, trusts, corporations, and qualified retirement plans, acting as a 3(21) ERISA fiduciary for plan clients. The firm manages a modest number of accounts and emphasizes a non-discretionary approach, allowing clients to implement or decline recommendations and retain proxy-voting authority.

Kristopher Wallick is the principal advisor at Wallick Wealth Management in Perkasie, PA. He holds Series 63 and Series 66 licenses and has 17 years of industry experience, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Wallick Wealth Management is an independent registered investment adviser serving primarily individual clients, including high-net-worth individuals, as well as small businesses and corporations. The firm offers discretionary wealth management and integrated financial planning, employing a range of investment strategies tailored to clients’ objectives and risk tolerance.

Yunfei Zhou is a CFA® charterholder and the sole advisor at Infinite Spring Asset Management with two years of industry experience. Prior to founding the firm, Zhou was self-employed and held a position at the University of Southern California. Infinite Spring Asset Management provides discretionary investment management services to individuals, trusts, estates, charitable organizations, and endowment funds. The firm employs a conservative, value-oriented approach focused on bottom-up fundamental analysis to identify undervalued securities and manages portfolios on a discretionary basis within client guidelines.

Donald Ballai is the principal of South Lane Wealth Management LLC in Ringoes, NJ, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has led South Lane Wealth Management since 2013. Outside of his advisory role, he manages South Lane Advisors LLC, a consulting firm assisting medical groups with business planning and financial matters, and is involved with Life's Essential Documents LLC and Apptitude LLC, companies focused on medical legal forms and healthcare applications respectively. South Lane Wealth Management LLC offers fee-based wealth and portfolio management services for individuals and small businesses, including pension consulting and 401(k) plan sponsorship. The firm employs a documented investment policy, discretionary management, and a combination of analytical strategies across various asset classes, while also providing institutional-type services such as monitoring pension plans and recommending plan service providers.

Andrew Gregory is the principal advisor at Gregory Financial LLC in Doylestown, PA. He holds the CFA® designation and Series 63 license and has six years of industry experience, including prior roles at Google, Oxygen, Mambu, Inc., and Synctera. Outside of his advisory work, he is involved in strategic partnerships through Google. Gregory Financial LLC offers financial planning and consulting services to individuals, high-net-worth clients, trusts, non-profits, small businesses, and estates. The firm provides tailored financial plans and consultations without managing investment accounts, emphasizing fee arrangements based on fixed, hourly, or periodic fees rather than asset-based charges.

Guenter Wesch is a financial advisor at RCK Wealth Advisory LLC with 20 years of industry experience. He holds the Series 66 designation and has worked with firms including Berthel Fisher & Company Financial Services, Inc. and BFC Planning, Inc. Wesch also operates a tax preparation and accounting business alongside his advisory role. RCK Wealth Advisory LLC is an independent, single-advisor firm providing discretionary asset management and comprehensive financial planning primarily to individual and high-net-worth clients. The firm customizes investment strategies based on client objectives and risk tolerances, utilizing fundamental analysis and a combination of long- and short-term approaches.

Kevin Dodgson is a CFA® charterholder with five years of industry experience, currently serving as the sole advisor at Shetland Financial, PLLC. His prior work includes roles at Tufts Health Plan, State Street Bank, and Prudential Financial. Shetland Financial provides financial planning and wealth management services primarily to individual and small business clients, integrating tax and accounting services alongside investment advisory. The firm employs fundamental analysis and favors passive portfolios using mutual funds and ETFs, managing client accounts on a non-discretionary basis.

Brent Chavez is a financial advisor at Aequitas Equitas Wealth Management LLC with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Motiv8 Investments LLC and Brokers International Financial Services. Outside of finance, he is a partial owner of an automotive refinishing business serving new car dealerships. Aequitas Equitas Wealth Management LLC is a state-registered investment adviser serving individuals, families, businesses, and retirement plans. The firm employs a modern portfolio theory-based approach with global diversification and utilizes mutual funds, ETFs, individual securities, and, when appropriate, leveraged investments, margin, and options, according to client risk tolerance.

Frank Martinez is the sole advisor at Penn Portfolio Partners LLC, holding a Series 65 credential with one year of industry experience. His work history includes roles at EmergenceTek Group Inc., Language Service Associates, Inc., and EMS LINQ, LLC, with a background in physics and software development. Penn Portfolio Partners provides active asset management and financial planning services to individuals, high-net-worth individuals, trusts, and small businesses. The firm builds tailored portfolios using fundamental analysis and modern portfolio theory, managing accounts primarily on a discretionary basis aligned with clients’ objectives and risk tolerance.

Kimberly Black is a financial advisor with Greythorne Advisors LLC, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Faithward Advisors, Ambassador Advisors, American Portfolios Financial Services, Wells Fargo Clearing Services, and Edward Jones. Greythorne Advisors is a single-advisor registered investment adviser serving individual and high-net-worth clients with ongoing portfolio management and financial planning. The firm emphasizes a long-term, non-discretionary approach using a combination of analytical methods and limits recommendations to mutual funds, equities, fixed income securities, and ETFs.

Cody Hofstetter is the sole advisor at Hofstetter, Cody L., holding a Series 65 designation with five years of industry experience. In addition to his advisory role, he is the CEO and owner of Sovereign Cyber Industries, a cybersecurity firm he has operated since 2011. Prior to his current advisory position, he was involved with Pulp Cafe & Juice Bar LLC. Hofstetter, Cody L. focuses on advisory and consulting engagements for institutional-style and pooled investment vehicles, serving entities such as trusts, estates, and charitable organizations. The firm emphasizes manager selection and due diligence, employs a range of analytical methods, and uses fixed and hourly fee arrangements without custody or discretionary management of client assets.

Michael Coen is the founder of East West Advisers and holds Series 63 and Series 65 licenses, with 26 years of industry experience. He established MCC Advisory, a freelance consulting business, and is the managing member of Horizons Capital LLC, which manages a private investment fund. Coen has led East West Advisers since 2016. East West Advisers provides discretionary portfolio management to individual and institutional clients, including educational institutions and endowments, across equity and fixed-income strategies. The firm employs a combined bottom-up and top-down investment approach focused on low expenses, diversified exposure, and long-term orientation, and it sponsors a private pooled investment vehicle with performance-based fees and a formal governance framework.

William Evans III is the sole advisor at William Evans Investment Advisor in Pipersville, PA, holding a Series 65 credential with eight years of industry experience. He has managed his advisory firm since 2018 and is also a partner at NavAxxess Health Solutions, a management consulting company serving the pharmaceutical industry. William Evans Investment Advisor provides investment advisory and residential real estate services to individual clients, focusing on value-oriented, long-term equity investments identified through proprietary algorithms. The firm offers fixed-fee financial check-ups and planning services, delivering recommendations without taking custody of client funds or exercising investment discretion.

Jonathan Mcsurdy is a CFP® and ChFC® affiliated with Axiom Investment Solutions LLC, with 16 years of industry experience. He has worked at firms including Archstone Financial Services LLC, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. Since 2017, he has also consulted on budgeting and cash flow planning for the Alpha Center for Divorce Mediation and serves on the board of the Doylestown Historical Society. Axiom Investment Solutions LLC is an independent, fee-only firm providing investment management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes indexed mutual funds and ETFs for broad market exposure and low expenses, operates mainly on a non-discretionary basis, and incorporates options as part of its risk-mitigation strategy.

Timothy Duckett is a CFA® charterholder with 13 years of industry experience. He is the principal of Bright Forge Capital, LLC, where he has worked since 2017. His prior experience includes roles at PNC Wealth Management, Wells Fargo Clearing, Merrill, and a period as a self-employed advisor. Bright Forge Capital provides investment management and comprehensive financial planning to individual, high-net-worth, charitable, and corporate clients. The firm employs a core-satellite investment approach combining passive index exposure with active satellite positions, using fundamental and technical analysis to manage discretionary accounts.

J Berry is the principal of Berry Advisors Group, LLC, an independent advisory firm based in Doylestown, PA. He holds a Series 63 designation and has 54 years of industry experience, including 12 years at Lincoln Financial Securities Corporation prior to founding his current firm in 2020. In addition to his advisory role, he is an insurance agent licensed to offer fixed annuities and traditional life insurance. Berry Advisors Group provides asset management services primarily through a co-advisor arrangement with a third-party manager, serving individual and high-net-worth clients. The firm does not directly manage or custody assets but assists clients in selecting investment models based on Modern Portfolio Theory, while also offering insurance products through the principal’s licensed activities.