Matthew West is a financial advisor with NexWealth LLC in Philadelphia, PA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He serves as CEO of Long Short Advisors, LLC, an investment advisory firm linked to a mutual fund. NexWealth provides continuous investment advice and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a disciplined investment process that includes asset allocation, mutual funds and ETFs, individual security selection, and the use of third-party sub-advisors, with a formal due-diligence program and discretionary authority over most accounts.

Jameson Coslow is a financial advisor at Cross Border Financial Planning USA LLC with two years of industry experience. He holds a Series 65 designation and previously worked at CURI RMB Capital, LLC and Campbell & Company. His background also includes service with the Peace Corps. Cross Border Financial Planning USA LLC manages approximately $115 million for around 134 clients, including high net worth individuals. The firm provides discretionary and non-discretionary portfolio management, financial planning, and estate-planning support, with a focus on cross-border clients and a range of investment strategies.

Anthony Philips is a financial advisor at Percent Advisors LLC with a Series 66 designation and four years of industry experience. His career includes roles at Macquarie Investment Management and Deloitte. Percent Advisors LLC provides discretionary and non-discretionary investment advisory services to institutional clients and high-net-worth investors, specializing in private credit and structured credit investments through separately managed accounts and privately offered pooled vehicles. The firm’s investment process emphasizes private credit underwriting, collateral and structural analysis, counterparty due diligence, and data-driven modeling across direct lending, asset-backed finance, and specialty finance strategies.

Adam Puff is a financial advisor at Haddonfield Financial Planning LLC with 21 years of industry experience. He has worked previously at Wealth Management Associates and Securities America, Inc. He serves as 3rd Vice President on the board of the Haddonfield Lions Club and is the head of the investment committee for the Haddonfield Educational Trust. Haddonfield Financial Planning provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as trusts, retirement plans, and other institutional clients. The firm employs a diversified, long-term, buy-and-hold investment approach and includes insurance products as part of its offerings.

Anthony Massaro is a CFP® professional with 10 years of industry experience. He has worked at M Financial Planning Services, Inc and LPL Financial since 2019, and previously spent four years at The Vanguard Group, Inc. Massaro provides administrative and active support to M Financial Planning Services, an independent advisory firm. M Financial Planning Services serves individual and high-net-worth clients with standalone financial planning and consulting in areas such as estate, retirement, college, and insurance planning. The firm’s planning-only approach uses tiered subscription, fixed-fee, and hourly engagements, and does not provide investment management or custody services.

Christine Ahearn is a financial advisor at Aeternitas Investment Management, LLC with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Apex Financial Advisors and Merrill. Aeternitas Investment Management provides discretionary and non-discretionary investment management to individuals, families, trusts, businesses, and charitable organizations. The firm employs a systematic, technical trend-following approach combined with fundamental and global macro analysis, offering portfolios that may include equities and a broad range of exchange-traded funds with formal risk-management rules.

Heidi Hirsh is a financial advisor with Anthony Petsis & Associates Inc. She holds Series 63 and Series 65 credentials and has 26 years of industry experience. Her prior roles include positions at Goldman Sachs/United Capital Financial Advisers and Cetera Advisor Networks. Anthony Petsis & Associates Inc. provides personalized financial planning and consultative services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm delivers written plans and single-subject advice without managing client assets on a continuous basis.

Daniel Weidner is a CFP® professional with 9 years of experience at Financial Planning Services, operating under Weidner Associates LLC since 2007. He is also a 25% owner and treasurer of Capstone Property Services LLC, a property maintenance business in Merchantville, NJ. Financial Planning Services manages approximately $48.5 million for a small roster of primarily individual clients, focusing on non-discretionary portfolio management and financial planning. The firm emphasizes personalized investment plans considering income, taxes, and risk tolerance, with quarterly reviews and client-approved recommendations.

Paul Kingston is a financial advisor at Alvin Clay Financial Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Meridian Wealth Partners, Great Valley Advisor Group, and LPL Financial. Alvin Clay Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, corporations, and private education institutions. The firm offers discretionary portfolio management, financial and pension consulting, and tax-related services, employing model portfolios and managed account programs primarily invested in mutual funds and ETFs.

Grant Frederick is a financial advisor at Proper Financial, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Thrive Capital Management, Mass Mutual Investors Services, and Prudential Financial Planning Services. Outside of his advisory role, he owns Enertel Solutions, a business that brokers electric service providers for commercial clients. Proper Financial, LLC is a small registered investment adviser serving individual and high-net-worth clients with wealth management, discretionary portfolio management, and financial planning. The firm operates as a fiduciary and primarily uses fundamental analysis to manage diversified portfolios consisting mostly of low-cost mutual funds and ETFs.

Laurent Metzler is a financial advisor at Apogee Financial Services Group, Inc. with 22 years of industry experience. He holds the Series 63 designation and has been with Apogee since 1989. Outside of his advisory role, Metzler is a partner in Metzler & DeSantis, LLP, a general law practice. Apogee Financial Services Group provides fee-only financial planning and investment management to individuals, trusts, small businesses, and charitable organizations, using a strategic asset-allocation approach with global diversification and primarily non-discretionary management.

Richard Vassos is a financial advisor at Vassos Investments, LLC with seven years of industry experience. He holds a Series 65 designation and has been self-employed since 1997. Vassos Investments, LLC is a small registered investment adviser managing about $20.1 million in discretionary assets for individual and high-net-worth clients. The firm employs fundamental analysis combined with long-term, short-term, and options trading strategies, providing individualized Investment Policy Statements and regular reporting.

Barry Pflueger Jr. is a CFP® professional and founder of Pflueger Wealth with over four decades of experience in the financial industry, primarily at First National Bank of Newtown. He established Pflueger Wealth in 2025 to provide investment management and financial consulting services. Pflueger Wealth offers discretionary investment management and standalone consulting services to individuals, families, business owners, trusts, nonprofits, and other entities. The firm combines quantitative and qualitative analysis with modern portfolio theory and charting to build diversified portfolios and provides both traditional asset-based management and fee-based consulting without trading authority.

Joseph Zielinski Jr. is a CFP® with 28 years of industry experience, currently serving as an advisor at Bluefin Financial. He has worked at Money Management Financial Services LLC dba Bluefin Financial since 2017 and has been affiliated with Securities America Advisors, Inc. and related entities since 2003. Outside of his advisory role, he serves as a volunteer board member and operates a CPA tax preparation practice. Bluefin Financial serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages approximately $259 million across about 321 client relationships, employing a range of investment strategies including discretionary and non-discretionary portfolio management, with an emphasis on documented client goals and risk tolerances.

Daniel Barram is a financial advisor at Prosperity Advisers, LLC with 10 years of industry experience. He holds a Series 65 license and is co-owner and insurance agent at Retirement Prosperity Group, where he spends a portion of his time on insurance sales and services. He is also a general partner and minority shareholder of Nivora Capital, LLC, a commercial real estate company, providing administrative and investment guidance. Prosperity Advisers, LLC is a fee-only registered investment adviser managing approximately $376 million in discretionary assets across about 289 client relationships. The firm offers tailored portfolios using fundamental, technical, and cyclical analysis, serving individuals including high-net-worth clients, pension and profit-sharing plans, and trusts, with additional services such as annuity management and ERISA plan advisory.

Jason Bass is a financial advisor with Cordatus Wealth Management LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Cordatus since 2016. In addition to his advisory role, Bass serves on the boards of the Business 2 Business Association and the YMCA in Pennsylvania. Cordatus Wealth Management LLC provides wealth planning, asset management, and corporate retirement-plan consulting to individuals, trusts, charitable organizations, and businesses. The firm offers executive services for managing stock options and restricted stock, financial planning, and ongoing portfolio management, utilizing a variety of proprietary strategies and third-party managers.

James Wong is a financial advisor with Insight Advisors, LLC in Newtown, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience, including prior roles at PNC Bank and PNC Investment LLC. Outside of his advisory work, Wong serves as a part-time tennis instructor at The Atlantic Club in New Jersey. Insight Advisors, LLC manages over $700 million for individuals, high-net-worth clients, and various business entities through a multi-advisor team. The firm offers tailored portfolio management and financial planning services, employing diverse investment strategies including stocks, bonds, options, and cryptocurrency.

Peter News is a CFP® with 23 years of industry experience, currently serving at Quaker Wealth Management LLC since 2018. Prior to that, he worked at Summit Financial Group and Summit Brokerage Services from 2010 to 2018. Outside of his advisory role, he officiates college football games as a referee in the Coastal, Ivy, and Patriot leagues. Quaker Wealth Management advises individuals, families, trusts, business entities, and retirement-plan sponsors, managing approximately $365 million for a mix of retail and high-net-worth clients. The firm combines top-down macro analysis with bottom-up security selection, emphasizing strategic asset allocation through ETFs and mutual funds, and offers a range of tax-aware investment tools along with a specialized “Family CFO” service.

Kenneth Dawson is a financial advisor at LRI Investments with 13 years of industry experience. He holds a Series 66 designation and has worked at M Holdings Securities and JKJ Financial Services, where he serves as Director of Investment and Retirement Services. LRI Investments provides financial planning and fee-based investment advisory services to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and state and municipal government entities. The firm constructs tailored portfolios and emphasizes ongoing supervision with quarterly reviews and periodic rebalancing, offering specialized ERISA fiduciary retirement-plan services and participant education.

L Macaulay is a financial advisor at JMAC Enterprises LLC with five years of industry experience. They hold a Series 65 designation and previously worked at Wells Fargo Advisors and its affiliates from 2017 to 2021. JMAC Enterprises LLC offers wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and pension plans. The firm manages approximately $722 million in assets and employs a primarily long-term investment approach while allowing tactical adjustments and portfolio rebalancing.