Matthew Prybella is a financial advisor with Trident Advisors Inc, holding a Series 65 credential and over 18 years of industry experience. Prior to joining Trident Advisors in 2026, he worked at FNB of Newtown from 2008 to 2026. Trident Advisors is an SEC-registered investment adviser serving individual investors, high-net-worth clients, corporate clients, trusts, and non-profit organizations. The firm focuses on long-term investing through a style-allocation framework, incorporating equities, fixed income, mutual funds, ETFs, and annuities, with ongoing account reviews and client-specific investment considerations.

Kevin Blain is a financial advisor at Archetype Advisors, LLC with seven years of industry experience. He previously worked at Commonwealth Financial Network, Citizens Securities, Inc., and Connex Credit Union. He holds a Series 66 designation. Archetype Advisors is a boutique registered investment adviser managing approximately $260 million for around 275 clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and discretionary investment management, employing a process-driven approach that uses algorithmic modeling and proprietary screening tools to guide portfolio construction and ongoing monitoring.

Jason Vavra is a financial advisor at VCM Wealth with 21 years of industry experience. He holds the PFS™ and Series 66 designations and has been with Vavra Capital Management, LLC since 2007. Outside of his advisory work, he serves as a volunteer member of the Investment Committee for the Bloomsburg University Foundation. VCM Wealth advises individuals, including high-net-worth clients, as well as institutional and nonprofit entities, managing approximately $88.8 million across about 260 client relationships. The firm uses a combination of fundamental, technical, and cyclical analysis alongside systematic asset allocation, implementing portfolios through proprietary ETF models and conducting regular account reviews.

Erik Schuster is a CFP® with 11 years of industry experience, currently serving at Proper Financial, LLC since 2024. His prior experience includes roles at Thrive Financial Services, Thrive Insurance Group, Thrive Capital Management, and THE Vanguard Group. Outside of advisory work, he is involved in insurance sales through Proper Retirement, LLC and participates in raising capital for real estate investments and joint ventures. Proper Financial, LLC is a small registered investment adviser managing approximately $65 million for individual and high-net-worth clients. The firm offers wealth management, discretionary portfolio management, and financial planning, operating as a fiduciary with a focus on fundamental analysis and diversified portfolios primarily composed of low-cost mutual funds and ETFs.

Ryan Kirk is a CFA® charterholder and holds the Series 66 designation, with 17 years of experience in the financial industry. He is the principal of The Investment Lab, LLC in Fort Washington, PA, where he has worked since 2018. Kirk has prior experience with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. He also maintains a role as an Investment Advisor Representative and Portfolio Manager at NewSquare Capital, LLC. The Investment Lab, LLC develops and licenses model portfolios focused on U.S. equities, offering growth and dividend strategies built with stocks and ETFs. The firm uses a rules-based process centered on Relative Strength technical analysis combined with fundamental screening, primarily serving affiliate accounts through a unique model-licensing arrangement with another registered adviser.

Timothy Drake is a financial advisor at Pegasus Management Services L.L.C. with five years of industry experience. He holds a Series 65 designation and previously worked at The Vanguard Group for 20 years. Pegasus Management Services L.L.C. provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm customizes investment programs based on client goals, time horizons, and risk tolerance, offering both discretionary and non-discretionary portfolio management along with ERISA retirement-plan advisory services.

Bryan Ellis is a financial advisor at Innovative Wealth Management with five years of industry experience. He holds a Series 65 designation and previously worked for Bankers Life and Bankers Life Advisory Services. In addition to his advisory role, he is a full-time insurance agent specializing in life insurance, long-term care insurance, and Medicare supplement and advantage plans. Innovative Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and pension consulting, offering both one-time plans and ongoing advisory relationships. The firm combines client interviews and technology in its “Human Robo” advising approach and utilizes platforms for automated rebalancing and tax-loss harvesting.

Michael Dechiario is a CFP® professional with 30 years of industry experience. He is the sole advisor at Goalpost Wealth Management, LLC, a firm he founded in 2026 after prior roles at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he holds an ownership interest in a medical packaging product company based in Philadelphia. Goalpost Wealth Management serves affluent households, charitable organizations, and pension/profit-sharing plans by providing wealth planning, investment management, and third-party manager selection. The firm blends active and passive strategies across various asset classes and operates a wrap fee program while managing approximately $326 million in client assets.

Thomas Bunting III is a CPA and financial advisor with Winthrop Partners – EPA, LLC, based in Doylestown, PA. He has seven years of industry experience and has worked as a CPA since 2013. Outside of his advisory role, he operates an accounting business and manages a seasonal residential rental in Ocean City, NJ. Winthrop Partners provides investment advisory and financial planning services to a range of clients, including individuals, trusts, estates, charitable organizations, and corporate plans. The firm combines a top-down and bottom-up approach to asset allocation and portfolio management, offering strategies that vary from ultra-conservative to aggressive growth while coordinating with clients’ estate and tax professionals.

Charles Minnich IV is an investment advisor representative with Foundation Capital Management, LLC and holds Series 63 and Series 65 licenses. He has 35 years of experience in the financial industry, including roles at Securities America, Inc. and The Marshall Financial Group LLC. Minnich serves on the Board of Trustees for Ancillae Assumpta Academy and participates in the investment committee and board at LaSalle College High School. Foundation Capital Management, LLC provides fee-for-service financial planning and discretionary portfolio management to individuals, trusts, and corporations, with a significant number of high-net-worth clients. The firm utilizes an active, model-driven investment approach and manages approximately $244 million in discretionary assets.

Lonnie Coombs is a CPA and principal of Coombs Wealth Advisory, LLC with 11 years in wealth advisory and over 39 years in accounting and tax services through his own CPA firm. He leads Coombs Wealth Advisory, which he founded in 2015 in Blue Bell, PA. Coombs also owns and operates a tax and accounting firm under his name. Coombs Wealth Advisory provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm focuses on diversified, tax-sensitive portfolios using fundamental analysis and offers personalized, partner-level involvement through a small client base and affiliation with a tax and accounting firm.

George Foley is a financial advisor with Dillon Capital Management, holding a Series 66 designation and 16 years of industry experience. He has been with Dillon Capital Management since 2012. Dillon Capital Management provides investment management and consulting services to individual and institutional clients, including pension plans and insurance companies. The firm employs a long-term, risk-aware investment approach that integrates quantitative screening and fundamental research, managing a range of separately invested strategies with active monitoring and tactical adjustments.

Joanne Keller is a financial advisor at The Aranda Group Advisors, LLC with 38 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Raymond James & Associates for 12 years. Outside of financial advising, she is employed part-time in cleaning services at a local company. The Aranda Group Advisors, LLC is a four-advisor registered investment adviser serving individuals, families, trusts, non-profits, pensions, and businesses with asset management and financial planning. The firm emphasizes client-specific financial plans with long-term, diversified asset allocation strategies, offering both discretionary and non-discretionary portfolio management as well as access to third-party sub-managers and securities-based lending programs.

Mark Watkinson is a financial advisor with Watkinson Capital Advisors LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Watkinson Capital Advisors since 2017 and previously spent three years at A.H. Williams & Co. Outside of his advisory role, he manages a rental property. 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. The firm’s approach focuses on tax-advantaged fixed income, utilizing a Municipal Bond Advantage laddering strategy and a Core-Plus hybrid strategy that combines laddered allocations with a levered trading component.

Frank Fiumecaldo III is a CFP® professional with seven years of industry experience. He has worked at Aventine Financial Group since 2018 and previously spent six years at R.W. Roge & Company. Aventine Financial Group serves individuals, high-net-worth clients, trusts, estates, and retirement plans by providing comprehensive financial planning and investment management through tiered service offerings. The firm combines fundamental and technical analysis to create tailored investment strategies using low-cost mutual funds, ETFs, and other instruments.

Kent Addis is a financial advisor with Addis & Hill, Incorporated, holding Series 63 and Series 65 designations and 25 years of industry experience. He has been with Addis & Hill since 2000. Outside of his advisory role, he is a partner and owner of A&H Properties, LLC, a business involved in the buying and selling of commercial and residential real estate. Addis & Hill provides comprehensive financial planning and discretionary investment management primarily to individuals, families, and trusts with investible assets ranging from the mid-six-figure to multi-million dollar levels. The firm employs a data-driven portfolio optimization approach using ETFs and individual bonds, supported by proprietary and third-party planning tools and collaboration with outside professionals.

Jacob Wolfman is a financial advisor at Sensenig Capital Advisors, Inc. with three years of industry experience. He holds a Series 65 designation and previously worked at Lehigh Heavy Forge Corp. and North American Forgemasters. Sensenig Capital Advisors serves individual clients, including high net worth individuals, as well as retirement-plan sponsors and participants. The firm focuses on long-term, globally diversified portfolios using Modern Portfolio Theory principles and typically manages accounts on a discretionary, buy-and-hold basis with a preference for passively managed mutual funds and ETFs.

Robert Arnold is a financial advisor at Arnold Investment Group with 19 years of industry experience. He holds a Series 65 designation and has been with the firm, which he joined in 2005. Outside of his advisory role, Arnold is involved in several bicycle-related businesses, including retail and consignment operations. Arnold Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $78.2 million through a concentrated client base, employing an asset-allocation approach focused on diversification and rebalancing across equities, mutual funds, ETFs, and fixed-income instruments.

Richard Hellberg is a ChFC® credentialed advisor with 48 years of industry experience, currently serving at Peteralexander. He has worked with Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc, and has been with Peter Alexander & Co, Inc since 1991. Outside of his advisory role, he serves as chairman of the finance committee for St. Luke United Methodist and is involved in local political and charitable organizations, including serving as a Republican committeeman and a board member of Simpson Senior Services. He is also a contributing author on estate planning topics. Peteralexander primarily serves individuals, profit-sharing plans, trusts, and business entities by referring clients to third-party registered investment advisers and providing standalone financial planning and consulting services. The firm operates mainly as a solicitor and does not manage client securities directly, focusing instead on facilitating introductions and administering life insurance and annuity contracts.

Mary Focht is a CFP® professional with over 17 years of experience in financial advisory, currently serving at Viable since 2024. Prior to joining Viable, she operated independently for 17 years. Viable provides financial planning, investment advisory, insurance consultancy, and retirement plan advisory services to individuals, families, businesses, trusts, and charitable organizations. The firm employs a goal-based, top-down macroeconomic approach with an emphasis on behavioral finance and asset allocation, primarily using exchange-traded funds in discretionary portfolio management.