John Vassos is a financial advisor at Vassos Investments, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Vassos Investments since 2019. Prior to that, he was self-employed beginning in 2018. Vassos Investments, LLC is a small registered investment adviser managing approximately $20.1 million in discretionary assets for individual and high-net-worth clients. The firm employs fundamental analysis alongside a combination of long-term, short-term, and options trading strategies, with monthly reviews and detailed reporting.

Jonathan Liebl is a CFP® professional with four years of industry experience. He has worked at GenRise Wealth Advisors LLC since 2021 and previously held roles at Summit Place Financial Advisors, LLC and Bank of America Private Bank. GenRise Wealth Advisors serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm emphasizes fundamental analysis and strategic asset allocation, managing diversified portfolios that include equities, fixed income, mutual funds, ETFs, and alternative investments.

James Roman Jr. is a financial advisor at Main Street Financial Life Advisors, LLC with 25 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. In addition to his advisory role, he is a principal at Roman & Kulpa, LLC, a certified public accounting firm, and serves as a part-time adjunct instructor at the Fox School of Business, Temple University, co-teaching a capstone seminar for seniors. Main Street Financial Life Advisors, LLC provides discretionary and non-discretionary investment management and reporting to individuals, business entities, trusts, estates, and charitable organizations. The firm integrates tax preparation and accounting services through its affiliated CPA firm and may coordinate insurance solutions via an affiliated insurance agency. Its investment approach involves customized asset allocation using a variety of funds and securities supported by third-party technology platforms.

Katie Corsetto is a financial advisor at Woloshin Investment Management, LLC with 14 years of industry experience. She holds a Series 66 designation and has been with Woloshin Investment Management since 2015. In addition to her advisory role, she is licensed to sell life and health insurance policies. Woloshin Investment Management provides discretionary investment management and financial planning services to individuals, trusts, estates, foundations, retirement plans, and corporations, managing approximately $180 million in client assets. The firm employs strategic asset allocation through four model portfolios and combines fundamental, cyclical, and technical analysis in security selection, typically managing accounts on a discretionary, wrap-fee basis.

Kevin Auerbach is a financial advisor with Auerbach Investment Services, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 21 years of industry experience, including roles at Brookstone Capital Management, LLC and Ellis Investment Partners, LLC. In addition to his advisory work, Mr. Auerbach is involved with Narbitrader, LLC, a company that offers trading signals for investment decisions, and he is a licensed insurance agent in Pennsylvania. Auerbach Investment Services provides tailored investment management and pension consulting to individuals, including high-net-worth clients, and pension/profit-sharing plans. The firm manages approximately $150 million across about 51 client relationships, utilizing a range of portfolio models and instruments such as stocks, ETFs, options, futures, crypto, and leveraged/inverse ETPs.

Darin Brockman is a financial advisor at Haddonfield Financial Planning LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at The Campbell's Company and Puff Wealth Management LLC. Haddonfield Financial Planning provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as trust and estate beneficiaries, retirement plans, and other institutional clients. The firm employs a diversified, long-term, buy-and-hold investment strategy and integrates both fundamental and technical analysis in its asset management.

Mark Rioboli is a CFP® and Series 65 accredited financial advisor with 22 years of industry experience. He has worked at Webster Street Investment Advisors LLC since 2025 and previously held roles at Modera Wealth Management, LLC and Independence Advisors, LLC. Webster Street Investment Advisors provides discretionary investment management to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm focuses on low-cost, diversified mutual funds and ETFs, applying fundamental analysis and a long-term orientation while customizing asset allocation and portfolio monitoring to each client’s goals and risk tolerance.

Henry Kwiecinski is a financial advisor at Bishop & Associates Inc in Philadelphia, PA, holding Series 63, Series 65, and Series 66 licenses with 15 years of industry experience. His work history includes roles at Bishop Capital Advisers LLC, PHL Futures LLC, and Bishop Capital Management LLC. Bishop & Associates is a small registered investment adviser managing approximately $32 million for individuals, retirement accounts, charitable organizations, foundations, pension plans, and trusts. The firm offers discretionary portfolio management with a focus on risk management via its Panoramic Portfolio Management approach, employing a Growth-at-a-Reasonable-Price equity style alongside diversified strategies including large-cap equities, fixed income, options overlays, and access to private investments for qualified clients.

Christopher Zafiriou is a CFA® charterholder and principal at Flax Pond Capital, LLC, with three years of industry experience. He previously worked at Glenmede Trust Company for 14 years before founding Flax Pond Capital. In addition to his advisory role, he provides independent consulting services to a private equity firm. Flax Pond Capital serves high-net-worth individual clients, offering discretionary portfolio management and financial planning tailored to client objectives and restrictions. The firm employs a range of investment strategies, including fundamental and cyclical analysis, and manages substantial assets under a single-advisor model, providing access to diverse investment types through a single custodian platform.

Matthew Ramer is a Series 66-registered advisor with MOR Wealth Management, LLC, based in Philadelphia, PA. He has 27 years of industry experience, including over a decade at MOR Wealth Management and nine years previously with Commonwealth Financial Network. Outside of finance, he is the sole owner and audio mastering engineer of Digilog Sound and serves on the boards of Spring Garden Pictures and Weathervane Music. MOR Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting primarily for high-net-worth individuals, trusts, estates, and businesses. The firm employs a long-term investment approach that utilizes low-cost diversified mutual funds and ETFs, alongside individual stocks and bonds, managing accounts on a discretionary basis tailored to clients’ goals, risk tolerance, and time horizon.

Jacob Salzmann is a financial advisor at Costello Asset Management, Inc. with six years of industry experience. He has been operating a business under the name The Wire Fun since 1997. Costello Asset Management provides investment advisory services to individuals, non-profits, trusts, estates, and other business entities on a fee-only basis. The firm emphasizes asset allocation tailored to each client’s risk tolerance through globally diversified portfolios and employs discretionary management with regular client reviews and reporting.

Marion Tambone is a financial advisor at S & A Financial Strategies & Services, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Conner Strong & Buckelew from 2016 to 2025 in various roles, most recently serving as an auditor focusing on medical plan audits. S & A Financial Strategies & Services LLC is a fee-only registered investment adviser that serves individuals and small businesses with life-goals financial planning, ongoing tracking, and investment management. The firm uses primarily low-expense mutual funds and ETFs, operates a non-discretionary investment approach, and manages approximately $16.2 million across 39 client accounts.

Robert Lutey is a financial advisor with Rational Capital Advisors LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Dillon Capital Management and Red Brick Road Capital LLC, as well as work in public and impact investing and private investment consulting. Rational Capital Advisors provides financial planning and discretionary investment management primarily to high-net-worth individuals and institutional clients, focusing on a long-term investment approach grounded in fundamental analysis and a business-owner perspective.

Tony Tran is a financial advisor at Wissahickon Wealth Management LLC in Philadelphia, PA, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank and Merrill. Wissahickon Wealth Management provides wealth planning and investment management services to individuals, trusts, charitable organizations, and businesses, focusing on both high-net-worth and non-HNW clients. The firm emphasizes life-transition financial planning and manages portfolios with a fundamental security-selection approach, offering a distinctive wrap fee program as the sole portfolio manager.

Matthew West is a financial advisor at NexWealth LLC in Philadelphia, PA, holding Series 63 and Series 65 designations with 28 years of industry experience. He has held advisory roles at Long Short Advisors and WSFS Capital Management and serves as CEO of Long Short Advisors, LLC, an affiliated registered investment adviser. NexWealth provides discretionary investment management and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach emphasizes asset allocation across multiple asset classes, employs third-party sub-advisors for certain mandates, and incorporates the use of derivatives and borrowing within separately managed accounts, distinguishing it among peers through its affiliation with Long Short Advisors and unique risk management practices.

Jameson Coslow is a financial advisor at Cross Border Financial Planning USA LLC with two years of industry experience. He holds a Series 65 designation and previously worked at CURI RMB Capital, LLC and Campbell & Company. His background also includes service with the Peace Corps. Cross Border Financial Planning USA LLC manages approximately $115 million for around 134 clients, including high net worth individuals. The firm provides discretionary and non-discretionary portfolio management, financial planning, and estate-planning support, with a focus on cross-border clients and a range of investment strategies.

Amanda Carpenter is a financial advisor at Massey Morgan Wealth Management, LLC with a Series 65 credential and three years of industry experience. Her background includes roles at Massey Morgan Financial Solutions, LLC and prior involvement with St. Mary of the Lakes Church. Massey Morgan Wealth Management refers individuals, retirement plans, trusts, estates, and charitable organizations to third-party money managers and provides financial planning and consulting services. The firm acts as a liaison to outside managers, assisting clients with paperwork and reviewing statements, while offering topic-specific financial consulting without discretionary portfolio management.

Adam Puff is a financial advisor at Haddonfield Financial Planning LLC with 21 years of industry experience. He has worked previously at Wealth Management Associates and Securities America, Inc. He serves as 3rd Vice President on the board of the Haddonfield Lions Club and is the head of the investment committee for the Haddonfield Educational Trust. Haddonfield Financial Planning provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as trusts, retirement plans, and other institutional clients. The firm employs a diversified, long-term, buy-and-hold investment approach and includes insurance products as part of its offerings.

Anthony Massaro is a CFP® professional with 10 years of industry experience. He has worked at M Financial Planning Services, Inc and LPL Financial since 2019, and previously spent four years at The Vanguard Group, Inc. Massaro provides administrative and active support to M Financial Planning Services, an independent advisory firm. M Financial Planning Services serves individual and high-net-worth clients with standalone financial planning and consulting in areas such as estate, retirement, college, and insurance planning. The firm’s planning-only approach uses tiered subscription, fixed-fee, and hourly engagements, and does not provide investment management or custody services.

Christian Noyes is a financial advisor at Dillon Capital Management with nine years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wedgwood Investment Partners Inc. Additionally, Noyes owns and manages two property management companies in Moorestown, New Jersey. Dillon Capital Management provides investment management and consulting services to individual and institutional clients, including retirement plans and insurance companies. The firm employs a long-term, risk-conscious investment process that integrates quantitative screening and fundamental research across diversified equity strategies.