John Fattibene is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with Harvest Financial Partners since 2008. He serves as a director of County Savings Bank in Pennsylvania, a role he began in 2024. Harvest Financial Partners is an independent, fee-only advisory firm led by two principals that serves individual investors, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm uses fundamental analysis focused on dividend-paying, larger-cap, quality companies and investment-grade fixed income, tailoring portfolios and share-class selections to each client’s circumstances.

Abigail Vick is a financial advisor at Paradigm Money Management, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Paradigm Money Management since 2019. In addition to her advisory role, she is involved with Paradigm Insurance Services, LLC, where she spends approximately half of her time as a licensed insurance agent focused on fixed insurance sales. Paradigm Money Management provides financial planning and retirement-plan advisory services to individuals and businesses, specializing in tiered planning engagements and 3(21) ERISA plan support. The firm acts primarily as a planner and coordinator, recommending third-party managers and advisory platforms rather than managing client assets directly.

Stephen Blumenthal is a financial advisor at CMG Capital Management Group, Inc. with 42 years of industry experience. He holds Series 65 and Series 63 licenses and has been with CMG since 1994, serving as CEO and CIO. Prior to CMG, he worked at Purshe Kaplan Sterling Investments, Amera Securities, and Metric Financial. 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 systematic, quantitative, and tactical strategies and offers access to a broad range of investment vehicles, including private funds and third-party strategist models.

Brent Gomer is a financial advisor at BTG Capital LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Distribution, Inc. and Houlihan Lokey Capital, Inc. before joining BTG Capital in 2025. BTG Capital LLC provides wealth management, financial planning, and retirement plan consulting to both non-high-net-worth and high-net-worth individuals, as well as employer-sponsored plans and organizations. The firm combines passive and active investment strategies with various analytical methods to manage portfolios across a range of asset classes and emphasizes longer-term holdings while allowing for shorter-term trades.

Thomas Marchozzi is a financial advisor at Pinnacle Strategic Wealth Management, LLC in King of Prussia, PA, with 20 years of industry experience. He holds a Series 66 designation and has been with Pinnacle Strategic Wealth Management since 2011. In addition to his advisory role, he is involved in offering fixed insurance products, including life, disability, annuities, and long-term care. Pinnacle Strategic Wealth Management provides discretionary wealth management and financial planning services to high-net-worth individuals, mass-affluent clients, and business clients. The firm employs Modern Portfolio Theory for portfolio construction and manages accounts primarily on a discretionary basis, while also offering insurance solutions through licensed representatives.

Taylor Kishfy is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Viable. He previously worked at Bgs Capital Management, Cetera, and Massmutual. Kishfy serves as a board member of the Franklin Lakes Chamber of Commerce and holds a Notary Public commission. 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 investment approach with emphasis on behavioral finance and asset allocation, primarily utilizing Exchange Traded Funds for cost efficiency and liquidity.

Jennifer Weinstein is a financial advisor at Ridgewood Capital Management with 24 years of industry experience. She holds a Series 65 designation and has been with Ridgewood Capital Management since 2000. Outside of her advisory role, she works as a Technology Associate for the West Chester Area School District, overseeing all technology usage related to an elementary school. Ridgewood Capital Management provides discretionary investment management and portfolio services to individual and high-net-worth clients, managing approximately $39 million across about 80 accounts. The firm employs a mix of fundamental, technical, charting, and cyclical analysis with quarterly portfolio reviews and maintains custody through third-party custodians.

James Smith is a financial advisor at Prime Solutions Financial Services Corp. with 24 years of industry experience. He holds the Series 63 designation and has worked at Prisol Securities, Inc. since 2001, alongside his longstanding tenure at Prime Solution Financial Services Corp. since 1999. Prime Solutions provides investment advisory services primarily to individual, non–high-net-worth clients, using a bottom-up, growth-oriented equity approach combined with fixed income and customized balanced strategies. The firm also offers institutional consulting, including asset allocation studies and forensic accounting support.

Dave Huting is a CFA charterholder and holds Series 63 and Series 65 licenses. He has eight years of industry experience, including 16 years at PNC Capital Markets, Inc., before joining Webster Street Investment Advisors LLC in 2018. He is based in Philadelphia, PA. Webster Street Investment Advisors provides discretionary investment management to individuals, high-net-worth clients, and pension and profit-sharing plans, overseeing about $113.7 million in client assets. The firm uses low-cost, diversified mutual funds and ETFs along with individual securities as appropriate, employing fundamental analysis and a primarily long-term approach tailored to each client’s goals and risk tolerance.

Christopher Nawn is an advisor at Paoli Financial Advisors, Ltd. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research, Inc. since 2016. Outside of his advisory role, he serves as president of Nawn and Company, CPA’s, providing tax and accounting services, and is involved in managing several restaurant and aviation-related businesses. Paoli Financial Advisors is a small, state-registered firm serving primarily high-net-worth individuals and retirement plan sponsors. The firm offers ongoing asset management and retirement plan consulting, managing accounts mostly on a non-discretionary basis and constructing diversified portfolios using fundamental analysis.

Edward Cole is a financial advisor with Cross Border Financial Planning USA LLC, holding a Series 65 designation and four years of industry experience. He has been with Cross Border Financial Planning USA LLC since 2022 and also serves as a director at Cross Border Financial Planning Ltd., a UK-regulated investment advisory firm. Cross Border Financial Planning USA LLC provides investment advisory and financial planning services to individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, estate planning support, and indirect access to digital-asset exposure. The firm integrates multiple analysis methods and uses third-party managers and platforms, maintaining a distinctive structure with coordination to its UK-regulated affiliate and a meaningful non-U.S. client base.

Michael Schimek is a CFP® professional at Pinnacle Strategic Wealth Management, LLC with 21 years of industry experience. He has worked at Pinnacle since 2011 and previously held roles at Simon Capital Management, Cetera Wealth Services, LLC, and Ameriprise. Schimek is also licensed to offer fixed insurance products including life, disability, annuities, and long-term care insurance. Pinnacle Strategic Wealth Management provides discretionary wealth management and financial planning services to high-net-worth individuals, mass-affluent clients, and businesses. The firm applies Modern Portfolio Theory to portfolio management and combines fee-based advisory services with insurance solutions delivered by licensed advisors.

Richard Switzer is a financial advisor at Paoli Financial Advisors, Ltd. in Paoli, PA, with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cambridge Investment Research, Inc. and Paoli Financial Advisors, Ltd. since 2015. Outside of advising, he also maintains longstanding roles with Preferred Food Service, Inc., Chriskoll, Inc., and his own legal practice, R. L. Switzer Esq., Ltd. Paoli Financial Advisors is a small, state-registered firm serving primarily high-net-worth individuals and retirement plan sponsors. The firm manages client accounts mostly on a non-discretionary basis, focusing on diversified portfolios constructed with mutual funds and fundamental analysis, while also providing retirement plan consulting and participant education services.

Michael Keitz is the principal of Keitz Investment Management Ltd. in Ambler, PA, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has managed his independent firm since 1994. Keitz Investment Management Ltd. offers discretionary investment management and standalone advisory services to individual investors, trusts, non-profits, and corporate clients. The firm employs a value-investing approach centered on long-term equity ownership, active security selection, diversification, and tax-aware strategies, serving both high-net-worth and non-HNW clients.

Gregory Johnson is a CFP® and CFA® with six years of industry experience, currently serving as a financial advisor at MOR Wealth Management, LLC in Philadelphia, PA. His prior roles include positions at Commonwealth Financial Network, RiversEdge Advisors, Tiedemann Advisors, and JPMorgan Securities. Outside of finance, he has experience working in the restaurant industry. MOR Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, and individual securities, managing accounts on a discretionary basis tailored to clients’ goals and risk tolerance.

Grace Choi is a financial advisor at Wills Financial Group, LLC with nine years of industry experience. She holds a Series 65 designation and has been with the Wills Financial Group entities since 2013. Wills Financial Group, LLC provides discretionary portfolio management and advisory services to individuals, families, retirement plans, trusts, estates, and foundations. The firm uses fundamental security analysis and maintains balanced allocations across equities, bonds, mutual funds, and ETFs, generally holding investments unless there is a compelling reason to sell.

Kyle Birmingham is a CFA® charterholder with nine years of industry experience. He currently works at Quorus Inc. and has held prior roles at Composer Technologies, The University of Chicago Booth School of Business, and The Vanguard Group, Inc. He volunteers as a board member and investment committee member for The Association for Frontotemporal Degeneration, a nonprofit supporting patients and caregivers. Quorus Inc. provides portfolio implementation and separately managed account services primarily to registered investment advisors and wealth managers, as well as direct clients such as family offices and small endowments. The firm leverages technology to deliver personalized portfolios and licenses models from various providers, offering features such as automated rebalancing, tax-loss harvesting, and a range of investment strategies.

Geoffrey Deasey is a financial advisor at Dillon Capital Management with 14 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Columbus Macro and Ironview Capital Management, where he continues to receive compensation for legacy accounts opened before 2017. Dillon Capital Management provides investment management and consulting services to individual and institutional clients, including retirement plans and insurance companies. The firm employs a long-term, risk-conscious investment process that integrates quantitative screening and fundamental research, emphasizing customized investment policy guidelines and continuous portfolio monitoring.

John Gormley is a financial advisor at Goshen Capital LLC with nine years of industry experience. He holds Series 65 and Series 63 designations. His prior work includes roles at Morgan Stanley and Ironview Capital Management. Goshen Capital is a state-registered investment adviser that provides discretionary asset management and financial planning to individuals, high-net-worth clients, and some institutions. The firm emphasizes individualized investment policies, primarily utilizing public liquid investments and third-party managers, with ongoing account monitoring and a structured approach to risk management.

Karen Vavra is an advisor at VCM Wealth with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at BNY Mellon and State Street Corporation. Outside of her advisory role, Ms. Vavra is an independent licensed insurance agent specializing in accident and health life insurance and fixed annuities. VCM Wealth provides advisory services primarily to individual and high-net-worth clients, as well as a variety of institutional clients. The firm uses a systematic, discipline-driven investment process focused on ETF-based portfolio construction and offers both discretionary and non-discretionary portfolio management along with financial planning and retirement guidance.