Brailyn Robertson is a financial advisor at The Aranda Group Advisors, LLC with a Series 65 designation and six years of experience at the firm. Prior to joining The Aranda Group, Robertson worked in roles outside the financial industry, including positions at TerraVida Holistic Center and Bright MLS. The Aranda Group Advisors, LLC serves individuals, high-net-worth families, trusts, non-profit organizations, pensions, and businesses with asset management and in-house financial planning. The firm emphasizes client-specific financial plans with diversified asset allocation, tax efficiency, and periodic rebalancing, offering both discretionary and non-discretionary portfolio management along with access to third-party sub-managers and securities-based lending.

Steven Toto is a CFP®-certified financial advisor with 39 years of industry experience. He is currently with Ethos Capital Management, Inc., where he has worked since 2021. His prior roles include positions at Madison Avenue Securities, LLC, AE Wealth Management, LLC, The Retirement Group, LLC, and FSC Securities Corporation. In addition to his advisory work, he is licensed as an insurance agent through Ethos Capital Advisors, LLC. Ethos Capital Management, Inc. serves individuals, high-net-worth clients, trusts, estates, and business entities by providing portfolio management, financial planning, and consulting services. The firm implements investment strategies based on fundamental, technical, and cyclical analysis, uses model portfolios and sub-advisers, and offers ongoing financial planning and portfolio review.

Michael Natale is a ChFC® credentialed financial advisor with 40 years of industry experience. He has worked at Foundation Capital Management, Inc. since 1993 and has held roles at Securities Service Network, Inc., Securities America, Inc., and Osaic Wealth, Inc. He is also involved as a partner and independent contractor with Foundation Capital Management, LLC, where he engages in financial planning and fixed insurance sales. Foundation Capital Management serves individual investors, including many high-net-worth and accredited clients, as well as trusts, corporations, and charitable organizations. The firm offers financial planning and portfolio management using an active, model-driven investment approach across traditional and specialist sectors, delivering both discretionary and buy-and-hold strategies.

Jarrod Barton is a CFP® with 16 years of industry experience, serving as an advisor at Wealthwise Advisors since 2011. He has worked at Strategic Tax and Advisory Services since 2013 and was previously with Zeiders Enterprises. Barton is also the owner of a tax preparation business and is a licensed insurance agent for life and health insurance. Wealthwise Advisors provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages investment programs on a non-discretionary basis, combining fundamental, technical, and cyclical analysis with regular account reviews and delivers financial plans within stated timelines.

Margaret Callaghan is a financial advisor at Prime Solutions Financial Services Corp. with 22 years of experience at the firm. She holds Series 65 and Series 63 licenses. PrimeSolutions provides investment advisory services primarily to individual, non-high-net-worth households through tailored, discretionary portfolio management and consulting. The firm employs a bottom-up, growth-oriented equity strategy combined with fixed income and customized balanced portfolios, and offers additional institutional consulting services.

Daniel Glod is a CFP® and ChFC® with 23 years of industry experience. He is currently with Stone Fortress Wealth Strategies and has previously worked at firms including TIAA-CREF, Coventry First, LLC, and High Speed Alliance LLC. In addition to his financial advisory roles, he owns and manages an auto repair business. Stone Fortress Wealth Strategies provides fiduciary investment management and financial planning primarily to high-net-worth individuals and retirement plans, using a long-term investment approach that incorporates fundamental analysis, low-cost funds, and selective use of derivatives in customized portfolios.

Flynn Ryan is a financial advisor at Addis & Hill, Incorporated with a Series 65 credential and one year of industry experience. Prior to joining Addis & Hill, he worked at St. David's Golf Club and has experience as a student at Penn State. Addis Hill provides fee-only financial planning and discretionary investment management primarily to individuals, families, and trusts with multimillion-dollar investable assets. The firm utilizes a data-driven portfolio optimization approach focusing on customized ETF portfolios, individual bonds, and systematic rebalancing, while integrating comprehensive planning services and coordinating with outside professionals.

David Pankiw is a financial advisor at Cubic Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cubic Advisors since 2012. Cubic Advisors serves individuals, including high-net-worth clients, and business entities such as insurance companies. The firm offers discretionary and non-discretionary portfolio management, financial planning, and a retirement planning service for pre-retirees and retirees, using a blend of quantitative optimization, risk/return analysis, and technical trading models.

Paul Myers is the principal of Myers Capital Management, Inc. in Abington, PA, with 42 years of industry experience. He holds the ChFC® designation as well as Series 63 and 65 licenses and has led his firm since 2000. In addition to his advisory role, Myers is a licensed insurance agent and prepares individual and corporate income tax returns. Myers Capital Management, Inc. primarily serves individual and high-net-worth clients, providing ongoing portfolio management and financial planning. The firm operates mainly on a non-discretionary basis, focusing on third-party money manager selection and oversight, and emphasizes financial life and retirement planning.

Mark Vandenburg is a CFP®-certified financial advisor with 12 years of industry experience. He currently works at Prepared Retirement Institute LLC and previously spent 11 years at The Vanguard Group, Inc. In addition to his advisory role, he develops and provides webinars to clients through The Goddard School in Collegeville, PA. Prepared Retirement Institute LLC provides discretionary portfolio management and financial planning primarily to individual and select corporate clients. The firm uses a tailored investment approach that includes fundamental analysis, long-term strategies, and third-party technology to manage held-away retirement accounts.

Steven Rosenberg is a financial advisor at The Aranda Group Advisors, LLC with 25 years of industry experience and holds a Series 66 designation. Prior to joining The Aranda Group in 2019, he worked at Raymond James & Associates for 13 years. Outside of his advisory role, he serves as treasurer of the Philadelphia Region Sports Car Club of America and owns a business unrelated to investments. The Aranda Group Advisors, LLC is a four-advisor registered investment adviser serving individuals, high-net-worth families, trusts, non-profit organizations, pensions, and businesses. The firm provides discretionary and non-discretionary portfolio management, integrating client-specific financial plans with long-term, diversified asset allocation strategies.

James Boyle is a CFP® with nine years of industry experience, currently serving as an advisor at Plan First Wealth LLC in Philadelphia, PA. His prior roles include positions at LPL Financial, Bank of America, Merrill, and FIS Brokerage & Securities Services. He also took a year for extended travel during his career. Plan First Wealth LLC serves British expatriates living in the U.S., providing portfolio management, pension transfer consultancy, and lifestyle-focused financial planning. The firm employs a long-term investment approach based on modern portfolio theory and offers customized planning supported by third-party sub-advisers and cross-border tax coordination.

Thomas Goldsmith is a financial advisor at Flagship Capital Management Inc with 14 years of industry experience. He holds the Series 65 and Series 63 designations and has been with Flagship Capital Management since 2013. Flagship Capital Management provides investment management and advisory services to individual and institutional clients, including corporations, pension plans, foundations, and trusts. The firm uses a combination of fundamental and technical analysis to manage portfolios of equities, fixed income, mutual funds, ETFs, and cash, with a team-based approach to account monitoring and review.

Kevin Mcgarry is a financial advisor with Valley Financial Group in Ambler, PA, holding Series 63 and 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and H. Beck, Inc. Outside of his advisory work, he volunteers as a basketball coach for St. Anthony's. Valley Financial Group provides investment management and financial planning services to a diverse client base, including individuals, families, trusts, charitable organizations, businesses, and pension plans. The firm manages approximately $287 million in assets using a top-down, evidence-based investment approach and offers discretionary portfolio management with access to Fidelity custody and online reporting tools.

Craig Jordan is a financial advisor at Apogee Financial Services Group, Inc. with 22 years of industry experience. He has been with Apogee since 1989 and holds the Series 63 designation. Apogee Financial Services Group, Inc. provides personalized, fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset-allocation, core-and-satellite approach with global diversification and primarily manages assets on a non-discretionary basis.

Troy Gomer is a CFP® professional at BTG Capital LLC with three years of industry experience. He previously worked at The Vanguard Group, Inc. for two years before joining BTG Capital in 2025. BTG Capital LLC provides wealth management, financial planning, and retirement plan consulting to individual and institutional clients. The firm combines passive and active strategies using various analytical approaches and offers both ongoing portfolio management and project-based planning engagements.

Kenneth Beebe is a financial advisor with Firstrust Financial Advisors, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Equitable Advisors and AXA Advisors, LLC. He serves on the Board of Directors for the Ithaca College Alumni Association. Firstrust Financial Advisors provides financial planning, non-discretionary portfolio management, and pension consulting primarily to institutional clients such as municipalities, trusts, and charitable organizations. The firm emphasizes asset allocation and diversified strategies while offering plan-level consulting and participant education for retirement plans.

Anthony Giunipero is a financial advisor at Amphora Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at OneMain Financial and Globus Medical. Giunipero has served in the United States Marine Corps Reserves since 2009, currently holding the rank of Major and working as a Recruiting Support Officer. Amphora Wealth Management serves individuals, charitable organizations, and retirement plans by providing investment management, financial planning, pension consulting, and specialized services such as divorce consulting and estate-plan analysis. The firm employs an evidence- and risk-based investment approach, utilizing diversified portfolios aligned with Modern Portfolio Theory and conducts ongoing account monitoring and quarterly reviews.

Steven Tambone is a CFP® and ChFC® with 23 years of industry experience. He has been the sole advisor at S & A Financial Strategies & Services, LLC since 2012. S & A Financial Strategies & Services, LLC is a fee-only registered investment adviser serving primarily individual clients and a smaller number of small businesses and corporations. The firm focuses on life-goals financial planning and ongoing tracking combined with investment management, typically using low-expense, no-load mutual funds and ETFs, with accounts monitored weekly and managed in a primarily non-discretionary manner.

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.