Ian Pass is a CFA® charterholder with one year of experience in financial advising, currently with Benchmark Financial, LLC. Prior to joining Benchmark, he worked at Deel US LLC, KPMG UK LLP, Anglian Water Services Limited, and Willis Towers Watson. Benchmark Financial, LLC serves individuals, charitable organizations, and businesses by providing personalized portfolio management, comprehensive financial planning, and investment consulting. The firm emphasizes passive portfolio construction based on Modern Portfolio Theory, using primarily index funds, ETFs, and fixed income instruments, with client plans tailored to goals, risk tolerance, and tax considerations.

Avi Rutstein is a financial advisor at CMG Capital Management Group, Inc. with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at CMG since 2007, with prior experience at Integral Wealth Securities LLC and Metric Financial LLC. CMG Capital Management Group serves individual and high-net-worth clients through discretionary and non-discretionary portfolio management, as well as providing asset-management platform services to other advisers. The firm employs a mix of systematic, quantitative, and tactical strategies and manages affiliated pooled vehicles and a platform business supporting other advisers.

David Rosenberg is a Series 65-licensed advisor at Wealthwise Advisors with 14 years of industry experience. His career includes roles in real estate, trading, and tax preparation, notably with firms such as Compass Pennsylvania LLC and RenGen.io. Rosenberg is also an independent insurance agent and involved in tax preparation through Strategic Tax & Advisory Services. Wealthwise Advisors serves individuals, small businesses, trusts, and charitable organizations with personalized financial planning and non-discretionary investment management. The firm employs fundamental, technical, and cyclical analysis and emphasizes documented investment policies and regular portfolio reviews.

William Kantner is a financial advisor with Chartered Advisory Group in Chadds Ford, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including over two decades at Chartered Financial Group, Inc. and Securities America, Inc. Outside of advising, he owns and manages office condominium properties used as branch offices and leased to tenants. Chartered Advisory Group provides personalized financial planning and asset management services to individuals, trusts, and business entities. The firm employs both fundamental and technical analysis with a focus on ETFs and mutual funds, managing accounts according to clients’ financial situations and risk tolerances.

Stephen Mcdade is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Foundation Wealth Management, LLC since 2013. In addition to his advisory role, he teaches a personal finance class as an adjunct professor at Temple University. Foundation Wealth Management serves individual and high-net-worth clients with integrated wealth management, providing comprehensive financial planning and discretionary investment management tailored to clients’ objectives and risk tolerance. The firm distinguishes itself by combining multiple advisers with CPA and CFP designations and integrating tax and accounting services within its fee-only, independent advisory model.

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.

Robert Mccullough is a CFP® professional with 18 years of experience, currently serving as the sole advisor at Mc2 Financial Advisers, Inc. He has been with Mc2 Financial Advisers since 2003 and is also a partner at McCullough & Company, CPA's, where he performs accounting, consulting, and tax preparation services. Outside of his financial advisory work, he volunteers as a coach for Radnor Wayne Little League and serves as Co-President of the Delaware County Attorney/CPA Forum. Mc2 Financial Advisers provides investment asset management and financial planning services to individuals, trusts, corporations, and retirement plans, focusing primarily on no-load mutual funds and ETFs. The firm emphasizes an asset-allocation and diversification approach with non-discretionary management and periodic performance reviews.

Bryan Ellis is a financial advisor at Innovative Wealth Management with four years of industry experience and a Series 65 designation. He previously worked at Bankers Life Advisory Services and Bankers Life, where he served as 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, employing a “Human Robo” advising approach that integrates client information with technology-enabled implementation. The firm also offers subscription-style services, a client newsletter, and access to alternative investments for eligible clients.

Jaan Larkin is a financial advisor at StratFI with a Series 65 designation and two years of industry experience. His prior work includes roles at Strategic Foresight Investments LLC, University of Delaware, Wawa, Stony Brook University, De La Coeur Cafe et Patisserie, and Brandywine School District. StratFI provides discretionary investment management and financial consulting services to individuals, high-net-worth clients, trusts, estates, and businesses, along with a subscription signal service offering model-generated buy and sell recommendations. The firm employs a thematic “Strategic Foresight” STEEP framework combined with fundamental and technical analysis, and is notable for its market-timing and signal-provider business as well as the use of derivatives and tactical strategies within client portfolios.

David Matulewicz is a financial advisor at Holos Integrated Wealth with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Arkadios Wealth Advisors and Triad Advisors. He is involved with Delta Consulting Partners, LLC, a personal services company related to insurance payments. Holos Integrated Wealth provides discretionary wealth management and financial planning to individuals, trusts, estates, charitable organizations, and privately held businesses. The firm employs long-term, goals-based investment strategies using a combination of macroeconomic, fundamental, cyclical, and technical analysis to tailor portfolios to client risk profiles and objectives.

James Lynch is a CFP® and holds a Series 65 license with 36 years of experience at Lynch Investment Planning, LLC. He is based in Newtown Square, PA, and has been with the firm since its founding in 1990. Lynch Investment Planning, LLC provides comprehensive financial planning and investment supervisory services to individuals, including high-net-worth clients, as well as institutional clients such as charitable organizations and retirement plan sponsors. The firm employs a strategic asset-allocation approach and offers additional services including standalone financial planning, tax return preparation, and retirement plan consulting.

Richard Byerly is a financial advisor with Byerly Investment Management Inc. in Coatesville, PA. He holds Series 63 and Series 65 licenses and has 48 years of industry experience. Byerly has been with his current firm since 2010. Byerly Investment Management is a small independent registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management. The firm manages approximately $6 million in client assets and employs a range of investment instruments and analytical methods, including equity and fixed income securities, options, and private investments, with a focus on customized asset allocation and diversification.

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.

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.

Robert Arnold is a financial advisor at Arnold Investment Group with 18 years of industry experience. He holds a Series 65 designation and has been with Arnold Investment Group since 2005. Outside of his advisory role, he is involved in several bicycle-related businesses, including ownership interests in retail and consignment operations. Arnold Investment Group provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $76.8 million for a small client base, focusing on tailored asset allocation and diversification with an emphasis on individual securities and no-load mutual funds.

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.

Allen Osgood is a CFP® and Series 65 credentialed advisor with 24 years of industry experience. He has been with Financial Freedom, LLC since 1983. Financial Freedom, LLC is a fee-only wealth management firm serving individuals, families, trusts, estates, small businesses, and charitable organizations. The firm offers customized financial planning and investment management, focusing on tailored Investment Policy Statements and strategic asset allocation using individual securities, mutual funds, and ETFs.

Richard Jakotowicz Jr. is a CFP® and CFA® with 12 years of industry experience. He has worked at Benchmark Financial, LLC since 2018 and previously at Tfg Wealth Management, LLC from 2016 to 2018. He is also a director at the Lerner College Trading Center at the University of Delaware, where he teaches and integrates the trading center into the business school curriculum. Benchmark Financial, LLC serves individuals, charitable organizations, and businesses, offering personalized portfolio management and comprehensive financial planning. The firm emphasizes a passive investment approach based on Modern Portfolio Theory, primarily using index mutual funds, ETFs, and fixed income instruments.

David Lynch is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He founded Lynch Investment Planning, LLC, where he has worked for two years following prior roles at Wealth Enhancement Group and Hoover Financial Advisors. Lynch Investment Planning serves individuals, charitable organizations, and employer-sponsored retirement plans, offering investment management, financial planning, retirement plan consulting, and seasonal tax preparation. The firm employs a risk-based, diversified asset allocation approach and acts as an ERISA fiduciary for retirement plans, combining investment, tax, insurance, and consulting services.

Kyle Rolek is a CFP® professional with 16 years of industry experience, currently serving as the sole advisor at Rolek Retirement Planning in Berwyn, PA. He previously worked at Rolek Wealth Management LLC for 10 years and Rolek Advisory LLC for 2 years. In addition to financial advising, Rolek spends part of his time selling insurance products to retail clients. Rolek Retirement Planning provides financial planning and investment management services to individuals, high net worth clients, trusts, and retirement accounts. The firm focuses on customized portfolios using fundamental analysis, emphasizing low-cost mutual funds and ETFs, and offers educational services such as retirement planning seminars and published materials.