Nicole Carson, CFP®, is the Founder and Wealth Planner at 2nd Story Wealth, a boutique, fee-only firm dedicated to helping clients build, manage, and align their wealth with the life they truly want to live. With over 20 years of experience, including leadership roles working with ultra-high-net-worth families, Nicole has guided clients through complex financial decisions involving investments, taxes, equity compensation, and long-term planning. What sets Nicole apart is not just her technical expertise, but how she shows up for her clients. She understands that behind every balance sheet is a person navigating career demands, family priorities, and evolving goals. Her work is grounded in helping clients create clarity and confidence, especially during periods of change, whether that’s a new opportunity, a business transition, family changes, or preparing for retirement. Nicole’s planning style is both strategic and approachable. She breaks down complex topics into clear, actionable steps and partners closely with clients to implement them over time. Her goal is to ensure clients feel organized, proactive, and in control, not overwhelmed. At her core, Nicole believes wealth should create options: the ability to spend more time with family, pursue meaningful work, give back, and build something that lasts. Through thoughtful planning and ongoing partnership, she helps clients move from simply doing well to living well... with intention. Nicole earned her Bachelor of Science in Finance from DeSales University, and went on to earn her Masters in Business Administration at Holy Family University, graduating with Honors. She also holds the CERTIFIED FINANCIAL PLANNER™ designation. Some of her memberships include Financial Planning Association (FPA) and Association for African American Financial Advisors, and Alpha Kappa Alpha Sorority, Inc. When she is not spending time with her clients, she is spending quality time with her husband Tarif, daughters Karessa and Kennedy, and sons Chris and Michael.

Alvin Clay III is a CFP® and PFS™ credentialed advisor with 10 years of industry experience. He has been with Alvin Clay Financial Advisors, LLC since 2015, where he works as part of a five-advisor team based in Jenkintown, PA. 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, utilizing model portfolios and managed accounts primarily invested in mutual funds and ETFs, with some accounts holding individual stocks and bonds through sub-advisers.

David Dewitt is a CFP® with 29 years of industry experience. He has been with DeWitt Capital Management since 1998. DeWitt Capital Management offers portfolio management, financial consulting, and sub-advisory services to individuals, trusts, and estates, including high-net-worth clients. The firm integrates fundamental and technical analysis with local research and third-party tools to create diversified portfolios and manages an Energy Income Strategy focused on master limited partnerships.

Kelly Bashore is a financial advisor at Addis & Hill, Incorporated with nine years of industry experience. She holds a Series 65 designation and has been with the firm since 2006. Addis & Hill, Incorporated provides comprehensive financial planning and discretionary investment management to individuals, families, and trusts, primarily serving clients with mid-six-figure to multi-million dollar investible assets. The firm uses a data-driven portfolio optimization approach focused on controlling volatility and reducing prolonged drawdowns, combining proprietary and third-party planning tools and collaborating with outside professionals for tax, legal, and insurance matters.

Alexander Petsis is a CFP® with 13 years of industry experience. He is currently with Anthony Petsis & Associates Inc., where he has worked since 2018, and has previous experience with Signator Investors, Inc. Petsis also engages in financial education by presenting seminars on Special Needs Financial Planning and serves as secretary for St. Andrew's Catholic Church in Newtown, PA. 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, relying on fundamental analysis and a combination of long- and short-term purchase strategies.

Troy Moyer is a CFP®-certified financial advisor with 21 years of industry experience. He is the principal of Moyer Wealth Management in Lansdale, PA, where he has worked since 2017, following previous roles at First Capital Advisors Group and HJ Wealth Management LLC. Outside of financial advising, he serves on the board of a local youth soccer league. Moyer Wealth Management provides investment advisory services, portfolio management, and financial planning to individual and high-net-worth clients. The firm combines tax preparation and bookkeeping through its CPA ownership and employs a range of investment strategies tailored to clients’ objectives, risk tolerance, and time horizons.

Yvonne Fu is a financial advisor at Rational Capital Advisors LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Dillon Capital Management and Red Brick Road Capital LLC. Rational Capital Advisors provides financial planning and discretionary investment management primarily to high-net-worth individuals and institutional clients. The firm’s investment approach focuses on fundamental analysis and a long-term perspective, primarily investing in listed common stocks while tailoring portfolios to each client’s investment profile.

James Fisher is a financial advisor at The Aranda Group Advisors, LLC with nine years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates and as an independent contractor. Fisher is a co-chair of Tire Rack Street Survival through the Philadelphia Region Sports Car Club of America and serves on the boards of Nancy's House and the Eastern Montgomery County Chamber of Commerce. The Aranda Group Advisors, LLC serves individuals, high-net-worth families, trusts, non-profits, pensions, and businesses with asset management and financial planning. The firm emphasizes long-term, diversified asset allocation and tax efficiency, offering both discretionary and non-discretionary portfolio management along with access to third-party managers and a securities-based lending program.

Brian Brogan is a financial advisor with Brogan Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Alden Investment Group, Exemplar Wealth Advisors, and Oppenheimer, as well as founding Brogan Group Investment Advisors. Brogan also serves as an adjunct professor of finance and director of the Institute for Financial Business and Economics at Saint Joseph's University. Brogan Asset Management, LLC provides personalized financial planning and discretionary investment management primarily to individual clients. The firm employs a documented investment policy process and combines fundamental, technical, and cyclical analysis to manage portfolios, offering fee-based financial planning without selling commissioned insurance or annuities.

Tyler Breder is a CFP® professional with nine years of experience in the financial services industry. He has worked at PTM Wealth Management, LLC since 2020 and previously held roles at Charles Schwab and The Vanguard Group. PTM Wealth Management is a small, supported registered investment adviser managing approximately $175 million for individual and high-net-worth clients. The firm offers discretionary investment management combined with financial planning, using a long-term investment approach focused on fundamental analysis and primarily employing low-cost mutual funds and ETFs.

Laurence Kagan is a financial advisor at Kagan Coccoza Asset Management with 18 years of industry experience. He holds a Series 66 designation and has worked at the firm since 2010, with a brief period at Goldstein Law Group LLC from 2018 to 2022. Outside of his advisory role, he is involved in restaurant development through Free Hugs, LLC. Kagan Coccoza Asset Management provides discretionary portfolio management and investment supervisory services to individual and high-net-worth clients as well as charitable organizations. The firm manages approximately $165 million across a two-advisor team, emphasizing fundamental value analysis alongside technical and macroeconomic considerations in its investment approach.

Scott Volkers is a financial advisor with The Investment Lab, LLC, holding Series 63, 65, and 66 licenses and having 14 years of industry experience. He has worked at The Investment Lab since 2018 and has prior experience at Cambridge Investment Research and Volkers Capital Corp. Outside of his advisory role, he is a Lead Technical Analyst in integration delivery for Indeed, focusing on product and system support related to job placement services. The Investment Lab primarily develops and licenses U.S.-equity model portfolios centered on Relative Strength technical analysis and fundamental screening. The firm manages affiliated accounts on a non-discretionary basis and distributes its investment strategies through a third-party licensee, serving primarily high-net-worth clients.

Marc Butler is an investment advisory representative with Anthony Petsis & Associates Inc., holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has held roles at BNY Mellon Albridge, Skience, and currently leads multiple consulting ventures focused on wealth management technology and business strategy. Butler is also a co-author of the books Funding a New Business for Dummies and Master Your Money, Secure Your Future, and serves on the board of directors for ProNvest. 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 financial plans and single-subject advice without continuous asset management, employing a process based on fundamental analysis and a mix of long- and short-term purchase strategies.

Louis Fancher III is a CFP® and ChFC® with 29 years of experience in the financial industry. He currently serves as an advisor at 46 Peaks Investment Advisory Group, where he has worked since 2020. Prior to that, he held roles at M Holding Securities, Inc. and KB Financial Partners, LLC. Outside of financial advising, he is treasurer of Pediatric Therapeutics, Inc., a contracting agency. 46 Peaks Investment Advisory Group provides comprehensive financial planning, retirement-plan consulting, and portfolio management for individuals, trusts, estates, charitable organizations, and business entities. The firm tailors investment advice based on client objectives and employs a mix of mutual funds, ETFs, and other investment vehicles, typically managing assets on a discretionary basis.

Brian Coombs is a CFA® charterholder with 11 years of industry experience. He is a financial analyst at Lonnie A. Coombs, CPA, a tax and accounting firm, and has been with Coombs Wealth Advisory, LLC since 2015. Coombs Wealth Advisory, LLC provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, and businesses, offering both discretionary and non-discretionary portfolio management. The firm emphasizes diversified portfolios with mutual funds and ETFs, fundamental analysis, and long-term, tax-sensitive strategies tailored to client goals and risk tolerance.

William Davis is a CFP® with 13 years of experience currently serving at Vericrest Private Wealth, LLC. His prior roles include positions at Ameriprise Financial Services and Prism Advisory Group, as well as a 16-year tenure at Temple University. He serves on multiple nonprofit boards, including the Lower Bucks County Chamber of Commerce and the Going Beyond Assistance Fund, and also works as an adjunct instructor teaching financial planning. Vericrest Private Wealth provides investment management and financial planning to individuals, including high-net-worth clients, and institutional clients such as retirement plans. The firm emphasizes asset allocation with globally diversified, low-cost ETF-based portfolios and utilizes third-party sub-advisors while managing approximately $137.8 million primarily on a discretionary basis.

Kevin Auerbach is a financial advisor with Auerbach Investment Services, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 21 years of industry experience, including roles at Brookstone Capital Management, LLC and Ellis Investment Partners, LLC. In addition to his advisory work, Mr. Auerbach is involved with Narbitrader, LLC, a company that offers trading signals for investment decisions, and he is a licensed insurance agent in Pennsylvania. Auerbach Investment Services provides tailored investment management and pension consulting to individuals, including high-net-worth clients, and pension/profit-sharing plans. The firm manages approximately $150 million across about 51 client relationships, utilizing a range of portfolio models and instruments such as stocks, ETFs, options, futures, crypto, and leveraged/inverse ETPs.

Edward Borer is a CFA® charterholder with 56 years of industry experience. He has been with Borer Denton & Associates, Inc. for 21 years and concurrently associated with Henley & Company LLC since 2017. He has also served as a FINRA arbitrator and panelist. Borer Denton & Associates is a SEC-registered investment adviser serving individuals, pension and profit-sharing plans, and businesses. The firm manages approximately $401 million for about 211 clients through a team of four advisors, employing a mix of fundamental, quantitative, and qualitative analysis with a generally long-term investment approach.

Michael Lynch is a CFP® with eight years of industry experience and serves as a financial advisor at Lynch Investment Planning, LLC. He has been with the firm since 2018 and also serves as an Army Reserve Officer, supervising and training personnel. Lynch Investment Planning serves individuals, charitable organizations, and employer-sponsored retirement plans by providing investment management, financial planning, pension consulting, and tax preparation services. The firm employs a risk-based, diversified asset allocation approach and acts as an ERISA fiduciary when advising retirement plans.

Andrew Cooper is a CFP® with eight years of industry experience, currently serving as an advisor at Cooper Eagle, LLC since 2021. He previously worked at The Vanguard Group, Inc. from 2001 to 2021. In addition to his advisory role, he provides tax preparation services on a limited basis. Cooper Eagle, LLC offers discretionary and non-discretionary portfolio management and comprehensive wealth management to individuals, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, with tailored financial planning and retirement plan advisory services.