Steven Blum is the principal of Steven G. Blum and Associates, LLC and has 21 years of experience as a financial advisor. He has maintained a solo law practice since 1990 focused on tax advice and has lectured at the Wharton School of the University of Pennsylvania since 1994, teaching undergraduate, MBA, and professional students. His firm serves approximately 70 clients including individuals, families, pension plans, estates, charitable organizations, and businesses, providing integrated investment consulting and financial planning with an emphasis on financial economics, broad diversification, tax efficiency, and low costs. The firm manages about $180 million in assets, predominantly in non-discretionary accounts, and combines advisory services with the principals’ complementary expertise in law and accounting.

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 experience in financial advising. He is currently with Plan First Wealth LLC and previously worked at LPL Financial LLC, Bank of America, Merrill, and FIS Brokerage & Securities Services. Outside of advising, he has taken a year for extended travel. Plan First Wealth LLC advises British expatriates and higher-net-worth individuals in the U.S. on investment management, lifestyle financial planning, and cross-border retirement matters, including UK pension reviews and transfer options. The firm utilizes model portfolios based on third-party research and offers both discretionary and non-discretionary management with a focus on cross-border tax coordination.

Thomas Goldsmith is a financial advisor at Flagship Capital Management Inc with 14 years of industry experience. He holds Series 63 and Series 65 licenses 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 emphasizes discretionary portfolio management using both fundamental and technical analysis and manages approximately $200 million in assets through a small, team-based approach.

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.

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 financial advisor at Wealthwise Advisors with 14 years of industry experience. He holds a Series 65 license and has worked in various roles including independent insurance agent and at firms such as Compass Pennsylvania LLC and Berkshire Hathaway HomeServices Fox & Roach. Outside of his advisory work, he maintains involvement in a real estate-related business. 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 accounts on a non-discretionary basis and integrates fundamental, technical, and cyclical analysis in its investment approach.

Jeffrey Biernat is a financial advisor with Gwynedd Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Gwynedd Wealth Partners since 2012. Outside of his advisory role, he is licensed to sell life insurance and fixed annuities as an independent agent. Gwynedd Wealth Partners provides investment advisory and financial planning services to individuals and high net worth clients, focusing on discretionary managed accounts and tailored investment strategies. The firm emphasizes asset allocation aligned with client risk tolerance and time horizon, employing various investment techniques and conducting quarterly account reviews.

Gary Votto is a financial advisor with Bishop & Associates Inc in Philadelphia, PA, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. His work history includes roles at PHL Futures LLC, Bishop Capital Advisers LLC, Systra LLC, and Kingsview Asset Management. He is a managing member involved in commodity pool operations and managing trading activities through affiliated entities. Bishop & Associates is a small registered investment adviser managing approximately $32 million across individuals, retirement accounts, charitable organizations, foundations, pension plans, and trusts. The firm offers discretionary portfolio management featuring a large-cap core equity strategy, fixed-income management, and an options overlay, with an emphasis on risk management and diversification through its Panoramic Portfolio Management approach.

Devin Rainone is a CFP® and CFA® with four years of industry experience. He currently works at MOR Wealth Management, LLC and has prior experience with Commonwealth Financial Network, SK Wealth Management, and Massachusetts Mutual Life Insurance Company. 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 emphasizes a long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual stocks and bonds as appropriate, and manages accounts on a discretionary basis aligned with each client’s goals and risk tolerance.

Erik Schuster is a CFP® with 11 years of industry experience, currently serving at Proper Financial, LLC since 2024. His prior experience includes roles at Thrive Financial Services, Thrive Insurance Group, Thrive Capital Management, and THE Vanguard Group. Outside of advisory work, he is involved in insurance sales through Proper Retirement, LLC and participates in raising capital for real estate investments and joint ventures. Proper Financial, LLC is a small registered investment adviser managing approximately $65 million for individual and high-net-worth clients. The firm offers wealth management, discretionary portfolio management, and financial planning, operating as a fiduciary with a focus on fundamental analysis and diversified portfolios primarily composed of low-cost mutual funds and ETFs.

Emily Toto is a financial advisor at Ethos Capital Management, Inc. with one year of industry experience. She holds a Series 65 designation and previously worked at Macquarie Group for six years, UBS for one year, and Polymathes Capital for one year. Ethos Capital Management, Inc. provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses individualized Investment Policy Statements and employs fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary management options.

Michelle Blass is a CFP® professional with 10 years of industry experience. She is currently with 1015 Capital Partners, LLC and previously worked at BNY Mellon for nine years. 1015 Capital Partners serves high-net-worth individuals, business entities, trusts, estates, and charitable organizations, focusing on clients with multi-million dollar account minimums. The firm offers discretionary, fee-only portfolio management and fixed-fee consulting, utilizing fundamental, technical, and charting analysis across various investment strategies while accommodating borrowing against client assets for specific short-term purposes.

Michael Crew is a financial advisor at Flax Pond Capital, LLC with over 32 years of industry experience. He founded his own investment advisory business in 1981 and has served at Flax Pond Capital since 2022. Flax Pond Capital advises individual clients, including high-net-worth individuals, providing discretionary portfolio management and financial planning services. The firm employs multiple analysis methods and may use a range of investment techniques tailored to client objectives, managing approximately $222 million in assets across about 119 accounts.

Stephen Mcdade is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Foundation Wealth Management, LLC since 2013. In addition to his advisory role, he teaches a personal finance class as an adjunct professor at Temple University. Foundation Wealth Management serves individual and high-net-worth clients with integrated wealth management, providing comprehensive financial planning and discretionary investment management tailored to clients’ objectives and risk tolerance. The firm distinguishes itself by combining multiple advisers with CPA and CFP designations and integrating tax and accounting services within its fee-only, independent advisory model.

Matthew Montenero is a CFP® professional with 26 years of experience in the financial industry. He is currently affiliated with MK3 Wealth LLC, where he has worked since 2019. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Montenero serves as a committee member on the District Ethics Committee, District IIIB of Burlington County. MK3 Wealth LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, non-profits, and small businesses. The firm uses proprietary model portfolios and a combination of fundamental and technical analysis to customize asset allocation and manage client accounts.

Ryan Kirk is a CFA® charterholder and holds the Series 66 designation, with 17 years of experience in the financial industry. He is the principal of The Investment Lab, LLC in Fort Washington, PA, where he has worked since 2018. Kirk has prior experience with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. He also maintains a role as an Investment Advisor Representative and Portfolio Manager at NewSquare Capital, LLC. The Investment Lab, LLC develops and licenses model portfolios focused on U.S. equities, offering growth and dividend strategies built with stocks and ETFs. The firm uses a rules-based process centered on Relative Strength technical analysis combined with fundamental screening, primarily serving affiliate accounts through a unique model-licensing arrangement with another registered adviser.

Timothy Drake is a financial advisor at Pegasus Management Services L.L.C. with five years of industry experience. He holds a Series 65 designation and previously worked at The Vanguard Group for 20 years. Pegasus Management Services L.L.C. provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm customizes investment programs based on client goals, time horizons, and risk tolerance, offering both discretionary and non-discretionary portfolio management along with ERISA retirement-plan advisory services.

Rachel Allison is a financial advisor at Haddonfield Financial Planning LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Bank of America. Allison serves as Treasurer for the Friends of the Indian King Tavern Museum. Haddonfield Financial Planning provides investment advisory and financial planning services to individuals, trust and estate beneficiaries, retirement plans, and institutional clients, using a diversified, long-term investment approach with strategic asset allocation and discretionary management.