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® professional with three years of industry experience, currently advising at Foundation Wealth Management, LLC since 2024. Prior to joining Foundation, he worked at Equitable Advisors and Brooklyn Plans. He also serves as a notary public, providing in-house notary services to clients of Foundation Wealth Management. Foundation Wealth Management serves individual and high-net-worth clients with integrated wealth management, including financial planning and discretionary investment management. The firm tailors investment advice to client objectives and risk tolerance, employing fundamental analysis to build diversified portfolios and offering coordination with third‑party managers when appropriate.

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.

Jason Walker is a financial advisor at Cross Border Financial Planning USA LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates for seven years. Cross Border Financial Planning USA LLC manages approximately $114.7 million for around 134 individual clients, including high net worth individuals. The firm specializes in discretionary and non-discretionary portfolio management, financial planning, and estate-planning support, with a focus on cross-border clients and affiliations with a U.K.-based counterpart.

Susan Gress is a financial advisor with Bancroft Capital, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has worked at Bancroft Capital since 2018 and has also been associated with CM Advisory, LLC since 2016 and CFG Capital Markets, LLC from 2014 to 2018. Bancroft Capital provides investment advisory and retirement plan services primarily to institutional and plan clients, including pension and profit-sharing plans, banks, corporations, and high-net-worth individuals. The firm offers ERISA-focused retirement consulting and financial planning, emphasizing investment policy development, plan monitoring, and long-term portfolio diversification.

Theodore Massaro is a ChFC® with 48 years of experience in the financial services industry. He has been with M Financial Planning Services, Inc. since 2004 and also maintains longstanding roles with Asset Management Assoc. of Medford Inc, LPL Financial LLC, Security Mutual Life, and Phoenix Mutual Life Insurance. M Financial Planning Services focuses on standalone financial planning and consulting for individual and high-net-worth clients, offering tiered subscription-based and fixed-fee engagements without providing investment management services directly.

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.

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.

I’m Matthew Reakus, a Christian, father of three, husband to an amazing wife, and a dedicated financial planner passionate about helping families thrive financially. As the owner of Sound Wealth, I work with individuals, families, and business owners to simplify their financial lives, all through the lens of biblical stewardship. I teach biblical financial courses, guiding others on how to manage their resources wisely while honoring their faith. I also find joy in coaching my kids’ sports and staying active in my community. At Sound Wealth, we focus on providing comprehensive financial planning, investment management, and tax preparation services. Our financial planning goes beyond the basics, incorporating long-term strategies that align with personal and Kingdom goals. Through biblically responsible investing, we help clients grow their wealth while ensuring their investments reflect their values. Our tax services are proactive, offering year-round planning to minimize liabilities while maximizing the potential for giving and legacy-building. In all our services, from business consulting to retirement planning, we aim to deliver clarity, confidence, and financial freedom, allowing our clients to invest in what truly matters. Whether you're seeking to plan for the future, grow your investments, or simplify your finances, we’re here to guide you every step of the way. Let's make your financial journey not just successful, but purposeful.

Margaret Callaghan is a financial advisor at Prime Solutions Financial Services Corp. with 22 years of experience at the firm. She holds Series 65 and Series 63 licenses. PrimeSolutions provides investment advisory services primarily to individual, non-high-net-worth households through tailored, discretionary portfolio management and consulting. The firm employs a bottom-up, growth-oriented equity strategy combined with fixed income and customized balanced portfolios, and offers additional institutional consulting services.

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.

David Pankiw is a financial advisor at Cubic Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cubic Advisors since 2012. Cubic Advisors serves individuals, including high-net-worth clients, and business entities such as insurance companies. The firm offers discretionary and non-discretionary portfolio management, financial planning, and a retirement planning service for pre-retirees and retirees, using a blend of quantitative optimization, risk/return analysis, and technical trading models.

Paul Myers is the principal of Myers Capital Management, Inc. in Abington, PA, with 42 years of industry experience. He holds the ChFC® designation as well as Series 63 and 65 licenses and has led his firm since 2000. In addition to his advisory role, Myers is a licensed insurance agent and prepares individual and corporate income tax returns. Myers Capital Management, Inc. primarily serves individual and high-net-worth clients, providing ongoing portfolio management and financial planning. The firm operates mainly on a non-discretionary basis, focusing on third-party money manager selection and oversight, and emphasizes financial life and retirement planning.

Steven Blum is the principal of Steven G. Blum and Associates, LLC and has 21 years of experience as a financial advisor. He has maintained a solo law practice since 1990 focused on tax advice and has lectured at the Wharton School of the University of Pennsylvania since 1994, teaching undergraduate, MBA, and professional students. His firm serves approximately 70 clients including individuals, families, pension plans, estates, charitable organizations, and businesses, providing integrated investment consulting and financial planning with an emphasis on financial economics, broad diversification, tax efficiency, and low costs. The firm manages about $180 million in assets, predominantly in non-discretionary accounts, and combines advisory services with the principals’ complementary expertise in law and accounting.

Edward Garruto is a CFP® and Series 66 licensed advisor with M Financial Planning Services, Inc. in Marlton, NJ. He has 14 years of industry experience and has been with M Financial Planning Services and LPL Financial LLC since 2011. M Financial Planning Services offers standalone financial planning and consulting for individual and high-net-worth clients, focusing on estate, retirement, college, and insurance planning. The firm operates on a planning-only model with fixed, hourly, and subscription fees rather than managing assets directly.

Steven Rosenberg is a financial advisor at The Aranda Group Advisors, LLC with 25 years of industry experience and holds a Series 66 designation. Prior to joining The Aranda Group in 2019, he worked at Raymond James & Associates for 13 years. Outside of his advisory role, he serves as treasurer of the Philadelphia Region Sports Car Club of America and owns a business unrelated to investments. The Aranda Group Advisors, LLC is a four-advisor registered investment adviser serving individuals, high-net-worth families, trusts, non-profit organizations, pensions, and businesses. The firm provides discretionary and non-discretionary portfolio management, integrating client-specific financial plans with long-term, diversified asset allocation strategies.