Christopher Kraig is a financial advisor at Bruce A. Kraig Associates with six years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes homemaking since 2015. Bruce A. Kraig Associates is a fee-based registered investment adviser serving individual investors, small businesses, and retirement plans. The firm offers discretionary portfolio management focused on mutual funds, using a top-down fundamental analysis to build diversified portfolios while managing risk and providing ongoing account monitoring.

Francis Mccullough is a financial advisor with Mc2 Financial Advisers, Inc., holding CFP® and Series 63 credentials and bringing 28 years of industry experience. He has been president of McCullough & Company P.C., an accounting and consulting firm specializing in business and individual tax preparation, since 1969. Mc2 Financial Advisers, Inc. provides fee-only investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm emphasizes asset allocation and diversification through no-load mutual funds and ETFs, managing client accounts primarily on a non-discretionary basis.

Mary Mcnutt is a financial advisor at 1015 Capital Partners, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at BNY Mellon Wealth Management for nine years. 1015 Capital Partners serves high-net-worth individuals, business entities, trusts, estates, and charitable organizations, typically requiring multi-million dollar account minimums. The firm offers discretionary, fee-only portfolio management and financial planning, using a range of analytical approaches and allowing borrowing against client assets for specific short-term purposes.

Vivek Sharma is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He is the founder and principal of Connotia, LLC, a pharmaceutical consulting firm specializing in strategic and scientific analysis for pharmaceutical projects. He is currently affiliated with Gwynedd Wealth Partners, LLC. Gwynedd Wealth Partners provides investment advisory and financial planning services to individuals and high net worth clients through discretionary managed accounts and written financial plans. The firm’s investment approach focuses on aligning asset allocation with client risk tolerance and time horizon, employing various strategies including asset-allocation models and technical analysis.

John Eisele is a financial advisor at Malvern Capital Management with 48 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at LPL Financial LLC for 11 years. Malvern Capital Management provides discretionary investment management, financial planning, and project-based consulting to individual and institutional clients, including pension plans and endowments. The firm employs a strategic, long-term asset allocation approach incorporating mutual funds, ETFs, select individual securities, and non-traditional asset classes, and serves clients with an ERISA fiduciary role in retirement plan management.

Saundra Gibson Genoni is a financial advisor at Steel Tower Investments with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Wick Capital Partners, Triad Hybrid Solutions, and Wells Fargo Advisors. Outside of advising, she owns a controlling interest in Cobra Black II, LLC, which provided a loan to a startup company in 2021. Steel Tower Investments serves individuals, trusts, corporations, retirement plans, and municipal entities, managing approximately $300.7 million across 43 clients. The firm offers customized portfolio management, financial planning, and pension consulting, utilizing both discretionary and non-discretionary services with access to various custodial platforms and alternative private funds.

Martin Gruszka is a financial advisor with Legacy Advisory Services, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Legacy Advisory Services and Legacy Wealth Management since 2008 and also worked at Fortune Financial Services, Inc. since 2018. Legacy Advisory Services provides discretionary investment supervisory and portfolio management services primarily to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a tactical allocation approach combining technical and fundamental analysis to manage approximately $157 million across 123 client relationships.

Gary Dolbashian is a ChFC® with 13 years of experience in financial advising. He has been with Arnold Investment Group LLC since 2011. The firm provides discretionary portfolio management and financial planning to individuals, trusts, estates, and charitable organizations. Arnold Investment Group focuses on a small client base, offering tailored asset allocation and investment strategies primarily involving U.S.-domiciled stocks, mutual funds, ETFs, and fixed-income instruments.

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.

Frank Muscara is a financial advisor at Goshen Capital LLC with nine years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at The Vanguard Group from 2016 to 2022. Goshen Capital is a state-registered investment adviser that offers discretionary asset management and financial planning to individuals, high-net-worth clients, and some institutions. The firm emphasizes individualized investment policies, primarily employing public liquid investments and occasionally third-party managers, while maintaining ongoing monitoring and periodic reviews tied to market conditions or client circumstances.

Shaun O'Connor is a financial advisor at Firstrust Financial Advisors with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Equitable Advisors and AXA Advisors, LLC. In addition to his advisory role, he is an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Firstrust Financial Advisors provides financial planning, non-discretionary portfolio management, and pension consulting primarily to institutional clients such as municipalities, trusts, estates, charitable organizations, and corporations. The firm emphasizes tailored advice using diversified strategies, including modern portfolio theory, fundamental and technical analysis, and offers plan-level consulting and participant education for retirement plan clients.

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.

James Wright is a CFA® charterholder with 19 years of industry experience. He has been with Harvest Financial Partners since 2008, where he serves as one of two principals. Harvest Financial Partners is an independent, fee-only advisory firm serving individual investors, trusts, estates, charitable organizations, and retirement plans. The firm uses fundamental analysis focusing on dividend-paying, larger-cap stocks and investment-grade bonds, while employing mutual funds and ETFs for diversification, tailoring portfolios to client needs.

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 a financial advisor at Falco Wealth Management in Paoli, PA, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Virtue Capital Management and Horter Investment Management. In addition to his advisory role, he owns businesses providing insurance and tax preparation services. Falco Wealth Management is a small firm managing approximately $33.6 million for individual, family, trust, estate, and small-business clients. The firm offers comprehensive financial planning and discretionary wealth management, using a long-term, factor-aware investment approach focused on low-cost ETFs and institutional mutual funds.

Christine Messmer is a CFP® professional with 23 years of experience in financial planning and investment advisory services. She has led her own firm, Christine Messmer, P.C., since 2003. The firm provides comprehensive financial planning and investment advisory services to individual and high-net-worth clients, as well as small business owners, focusing on cash management, retirement, tax, and estate planning. Christine Messmer, P.C. develops tailored investment policies and pursues long-term purchase strategies using third-party research and proprietary planning software. The firm primarily manages portfolios on a non-discretionary basis, providing clients with regular updates through quarterly meetings and detailed reporting via a secure client portal.

James Detwiler is a Series 65-licensed advisor with Barnstone Advisors LLC and has 18 years of industry experience. He has been involved with Barnstone Partners, LP since 2002, a real estate partnership primarily formed to manage tax and liability issues related to commercial property holdings. Outside of his advisory role, he holds a majority interest in 1824 Preservation Inc., which owns a portion of Barnstone Partners. Barnstone Advisors is a privately owned registered investment adviser serving individuals, trusts, estates, and charitable organizations. The firm manages over $200 million across a concentrated client base, offering discretionary portfolio management and customized financial planning that incorporates fundamental analysis, charting, and modern portfolio theory.

Howard Leonard is a financial advisor at Stewardship Partners Investment Counsel, Inc. with 24 years of industry experience. He has been with Stewardship Partners since 2000 and holds a Series 65 credential. Leonard is co-owner of the Biblically Responsible Investing Institute, Inc., which conducts research on corporate behavior to help clients align investments with a biblical worldview. Stewardship Partners Investment Counsel, Inc. manages approximately $73.2 million for high-net-worth individuals and institutional clients, offering discretionary and non-discretionary portfolio management and consulting. The firm employs a long-term, growth-and-quality investment approach with a global focus and integrates Biblically Responsible Investing screens to guide exclusions.

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.