Kiersten Montenero is a financial advisor at MK3 Wealth LLC with a Series 65 designation and one year of industry experience. Prior to joining MK3 Wealth, she was involved with Gilded Raven Games, LLC for three years and has work experience dating back to 2013 in educational roles at Rutgers University and Cherokee High School. MK3 Wealth LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, non-profits, and small businesses. The firm customizes asset allocation using in-house model portfolios and independent managers, utilizing both fundamental and technical analysis for investment decisions.

Ella Gillespie is a Series 65-licensed advisor at Pegasus Management Services L.L.C. in King of Prussia, PA, with one year of industry experience. Prior to joining Pegasus, she worked briefly at Wells Fargo Advisors and has been a student since 2016. Pegasus Management Services offers discretionary and non-discretionary asset management, comprehensive financial planning, and ERISA retirement plan services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans. The firm provides individualized investment programs based on client goals and risk tolerance and also conducts public seminars and workshops on investment topics.

Owen Brown is a CFP® with three years of industry experience, currently serving as an advisor at Foundation Wealth Management, LLC. His prior roles include positions at Equitable Advisors and Brooklyn Plans. Additionally, he provides notary services to clients of Foundation Wealth Management. Foundation Wealth Management offers integrated wealth management and comprehensive financial planning for individual and high-net-worth clients, emphasizing tailored investment advice and combining expertise in tax and accounting through its team credentials and affiliated practices.

Barbara Drebing is a financial advisor at Kauffman & Drebing with 34 years of industry experience. She has been with the firm since 1984, which she co-founded and continues to operate. Kauffman & Drebing provides fee-only financial planning to individuals, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm delivers written advisory reports tailored to clients' goals and risk tolerance without managing or custodian client assets, focusing exclusively on fee-only planning without product sales or discretionary management.

Thomas Cooney is a CFP® with 35 years of industry experience and has been with Cooney Financial Advisors, Inc. since 1987. He was a partner at the CPA firm Rosenberg, Smith, Cooney & Migliore PC, where he retired in 2016 but continues to provide limited accounting services. Cooney Financial Advisors is a fee-only firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $43.7 million in client assets using a tactical asset allocation strategy focused on globally diversified, index-based ETFs and mutual funds, with a notable integration of accounting and pension consulting services.

Amy Abromaitis is a CFP® with 28 years of industry experience, currently serving at Carnegie Wealth Management, LLC since 2010. She previously worked at The Strategic Financial Alliance from 2016 to 2022. Outside of advising, she manages a real estate business through Radar Enterprises, LLC. Carnegie Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management and financial planning services. The firm employs a primarily long-term, strategic asset allocation approach with tactical adjustments, customizing portfolios using a range of investment types and monitoring accounts regularly.

Michael Falco is the principal of Falco Wealth Management in Paoli, PA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Virtue Capital Management and Horter Investment Management. Outside of his advisory role, he owns businesses in insurance and tax preparation. Falco Wealth Management provides financial planning and wealth management services to individuals, families, trusts, estates, and small businesses. The firm employs a long-term, market-efficient investment approach with an emphasis on diversification, tax-aware asset location, and factor tilts, using ETFs and institutional funds.

Jason Walker is a financial advisor with Cross Border Financial Planning USA LLC, holding a Series 66 designation and 11 years of industry experience. He previously worked at Raymond James & Associates for seven years before joining his current firm in 2022. Cross Border Financial Planning USA LLC serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management, financial and estate planning, and indirect digital-asset exposure. The firm employs a multi-method investment approach and coordinates with a UK-regulated affiliate to serve a notable non-U.S. client base.

Edward Levene is a financial advisor at TA Capital Management, LLC with six years of industry experience. He holds a Series 65 credential and has prior business roles including managing member of Levco Power, LLC and leadership positions at Clean Peak Energy Group, LLC and Levco Tech, Inc. Outside of advising, he has been involved in energy-related business activities through various leadership roles in companies such as Levco Power, LLC and Energy Advantage. TA Capital Management provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and certain businesses. The firm combines ongoing asset management with personalized financial planning, employing a range of analytical strategies tailored to client objectives and risk tolerances.

Marjorie Wentz is a financial advisor at Trinity Wealth Management, LLC in Berwyn, PA, holding a Series 65 designation with 12 years of industry experience. She has been with Trinity Wealth Management since 2014. Trinity Wealth Management serves individuals, high-net-worth clients, trusts, estates, and employer retirement plans by providing comprehensive portfolio management, financial planning, and pension consulting. The firm’s investment approach combines technical analysis with smart-beta factor strategies and index investing, employing risk-based allocations and regular portfolio reviews.

William Watkinson is a financial advisor at Watkinson Capital Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Profund Distributors, Inc. prior to joining his current firm in 2017. Watkinson Capital Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary portfolio management, municipal bond strategies, and asset management services. The firm emphasizes tax-advantaged fixed income through its Municipal Bond Advantage laddering strategy and a Core-Plus hybrid approach that incorporates leverage and active trading.

Brailyn Robertson is a financial advisor at The Aranda Group Advisors, LLC with a Series 65 designation and six years of experience at the firm. Prior to joining The Aranda Group, Robertson worked in roles outside the financial industry, including positions at TerraVida Holistic Center and Bright MLS. The Aranda Group Advisors, LLC serves individuals, high-net-worth families, trusts, non-profit organizations, pensions, and businesses with asset management and in-house financial planning. The firm emphasizes client-specific financial plans with diversified asset allocation, tax efficiency, and periodic rebalancing, offering both discretionary and non-discretionary portfolio management along with access to third-party sub-managers and securities-based lending.

William Watkinson is a financial advisor at Watkinson Capital Advisors LLC in Berwyn, PA, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Watkinson Capital Advisors since 2009. Watkinson Capital Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing discretionary portfolio management, municipal bond strategies, and asset management services that may include financial planning and ETF-based allocations. The firm’s approach centers on tax-advantaged fixed income, featuring a Municipal Bond Advantage laddering strategy and a Core-Plus hybrid program combining a laddered core with a levered trading component.

Michael Natale is a ChFC® credentialed financial advisor with 40 years of industry experience. He has worked at Foundation Capital Management, Inc. since 1993 and has held roles at Securities Service Network, Inc., Securities America, Inc., and Osaic Wealth, Inc. He is also involved as a partner and independent contractor with Foundation Capital Management, LLC, where he engages in financial planning and fixed insurance sales. Foundation Capital Management serves individual investors, including many high-net-worth and accredited clients, as well as trusts, corporations, and charitable organizations. The firm offers financial planning and portfolio management using an active, model-driven investment approach across traditional and specialist sectors, delivering both discretionary and buy-and-hold strategies.

Jarrod Barton is a CFP® with 16 years of industry experience, serving as an advisor at Wealthwise Advisors since 2011. He has worked at Strategic Tax and Advisory Services since 2013 and was previously with Zeiders Enterprises. Barton is also the owner of a tax preparation business and is a licensed insurance agent for life and health insurance. Wealthwise Advisors provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages investment programs on a non-discretionary basis, combining fundamental, technical, and cyclical analysis with regular account reviews and delivers financial plans within stated timelines.

Hi, I'm Matt Reakus, the founder of Sound Wealth in Marlton, New Jersey. I'm a Christian, husband to an amazing wife and father of four, and I focus on business owners, families with a lot of moving parts, and people getting close to retirement. I started Sound Wealth in 2021 after rebuilding my practice around biblical stewardship. We handle financial planning and investment management at Sound Wealth, and tax preparation and year-round tax planning through our affiliated firm, Sound Tax, so the person who knows your plan is also looking at your tax return. I hold the CFP®, CKA®, CEPA and EA designations, which cover comprehensive financial planning, biblical stewardship and business exit planning at Sound Wealth. As an Enrolled Agent, I handle tax preparation and IRS representation through Sound Tax. I earned my Bachelor of Science at Stockton University, and I also teach biblical financial courses. I work with clients nationwide, meeting virtually or in person at our Marlton office. Outside the office you'll find me coaching my kids' sports and spending time with my family. Sound Wealth LLC is a state-registered investment adviser. Advisory services are offered only where Sound Wealth LLC is registered or exempt from registration. Registration does not imply a certain level of skill or training. Tax services are provided by Sound Tax LLC, an affiliate under common ownership that does not provide investment advice.

Margaret Callaghan is a financial advisor with Prime Solutions Financial Services Corp., holding Series 65 and Series 63 credentials. She has been with the firm since 2004, accumulating 22 years of experience. Prime Solutions Financial Services provides investment advisory services to individual and institutional clients, focusing primarily on non-high-net-worth households. The firm employs a bottom-up, growth-oriented equity strategy combined with fixed income and customized balanced approaches, and also offers institutional consulting services including asset allocation studies and litigation support.

Mark Kennedy is a financial advisor at Red Spruce Capital, LLC in Rose Valley, PA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Red Spruce Capital since 2012. Red Spruce Capital provides discretionary investment management and advisory services to individuals, personal trusts, estates, and corporations, including retirement-account rollover advice. The firm focuses on customized portfolio construction using individual securities, mutual funds, and ETFs, employing a fundamentally driven, generally long-term investment approach with the use of tactical strategies and borrowing to manage client exposures.

Daniel Glod is a CFP® and ChFC® with 23 years of industry experience. He is currently with Stone Fortress Wealth Strategies and has previously worked at firms including TIAA-CREF, Coventry First, LLC, and High Speed Alliance LLC. In addition to his financial advisory roles, he owns and manages an auto repair business. Stone Fortress Wealth Strategies provides fiduciary investment management and financial planning primarily to high-net-worth individuals and retirement plans, using a long-term investment approach that incorporates fundamental analysis, low-cost funds, and selective use of derivatives in customized portfolios.

Flynn Ryan is a financial advisor at Addis & Hill, Incorporated with a Series 65 credential and one year of industry experience. Prior to joining Addis & Hill, he worked at St. David's Golf Club and has experience as a student at Penn State. Addis Hill provides fee-only financial planning and discretionary investment management primarily to individuals, families, and trusts with multimillion-dollar investable assets. The firm utilizes a data-driven portfolio optimization approach focusing on customized ETF portfolios, individual bonds, and systematic rebalancing, while integrating comprehensive planning services and coordinating with outside professionals.