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.

Burwell Hutchinson III is a CFP® professional with 21 years of industry experience, currently serving at Foundation Wealth Management, LLC since 2024. He previously worked for Integrated Wealth Advisors, LLC for 17 years. Outside of his advisory role, Hutchinson provides tax preparation and accounting services as a CPA through Integrated Tax and Business Services, LLC, and also serves as a notary public. Foundation Wealth Management serves individuals, high-net-worth clients, and charitable organizations with comprehensive wealth management that integrates financial planning and discretionary investment management. The firm follows a fee-only model and manages portfolios using fundamental analysis across various asset classes, with most client assets managed on a discretionary basis.

Julie Purcell is a financial advisor at Wissahickon Wealth Management LLC with nine years of industry experience. She holds a Series 65 designation and has worked at Wissahickon Wealth Management since 2017. Outside of financial advising, she is involved with Vistar Media, a software company, where she serves as an office manager handling administrative tasks and event logistics. Wissahickon Wealth Management provides wealth planning and investment management services to individuals, trusts, charitable organizations, and businesses, serving both high-net-worth and non-HNW clients. The firm focuses on fundamental security selection and life-stage planning, managing client portfolios on a discretionary basis and sponsoring its own wrap fee program.

Matthew Obrien is a financial advisor at O'Brien Greene & Co Inc with 11 years of industry experience. He holds a Series 65 designation and has been with O'Brien Greene & Co Inc since 2012. O’Brien Greene serves high-net-worth individuals, families, trusts, charities, and pension/profit-sharing plans by providing discretionary portfolio management, financial planning, and 401(k) consulting. The firm uses a long-term buy-and-hold investment approach, constructing diversified equity portfolios typically consisting of about 25 individual stocks with historically low turnover, while also managing fixed income and utilizing ETFs, REITs, and high-yield bonds to meet client needs.

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.

Mark Obrien is a financial advisor at O'Brien Greene & Co Inc with 34 years of industry experience. He holds a Series 63 designation and has been affiliated with O'Brien Greene & Co. since 1987. O'Brien Greene serves high-net-worth individuals, families, trusts, charities, and pension and profit-sharing plans, providing discretionary portfolio management, financial planning, and 401(k) consulting. The firm emphasizes long-term buy-and-hold portfolios primarily composed of individual equities selected through fundamental and technical analysis, with diversified sector exposure and low turnover.

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.

John Vassos is a financial advisor at Vassos Investments, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Vassos Investments since 2019. Prior to that, he was self-employed beginning in 2018. Vassos Investments, LLC is a small registered investment adviser managing approximately $20.1 million in discretionary assets for individual and high-net-worth clients. The firm employs fundamental analysis alongside a combination of long-term, short-term, and options trading strategies, with monthly reviews and detailed reporting.

Jonathan Liebl is a CFP® professional with four years of industry experience. He has worked at GenRise Wealth Advisors LLC since 2021 and previously held roles at Summit Place Financial Advisors, LLC and Bank of America Private Bank. GenRise Wealth Advisors serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm emphasizes fundamental analysis and strategic asset allocation, managing diversified portfolios that include equities, fixed income, mutual funds, ETFs, and alternative investments.

James Roman Jr. is a financial advisor at Main Street Financial Life Advisors, LLC with 25 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. In addition to his advisory role, he is a principal at Roman & Kulpa, LLC, a certified public accounting firm, and serves as a part-time adjunct instructor at the Fox School of Business, Temple University, co-teaching a capstone seminar for seniors. Main Street Financial Life Advisors, LLC provides discretionary and non-discretionary investment management and reporting to individuals, business entities, trusts, estates, and charitable organizations. The firm integrates tax preparation and accounting services through its affiliated CPA firm and may coordinate insurance solutions via an affiliated insurance agency. Its investment approach involves customized asset allocation using a variety of funds and securities supported by third-party technology platforms.

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.

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.

Darin Brockman is a financial advisor at Haddonfield Financial Planning LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at The Campbell's Company and Puff Wealth Management LLC. Haddonfield Financial Planning provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as trust and estate beneficiaries, retirement plans, and other institutional clients. The firm employs a diversified, long-term, buy-and-hold investment strategy and integrates both fundamental and technical analysis in its asset management.

Paul Laviola is a CFP® certificant with 21 years of industry experience, currently serving as an advisor at Foundation Wealth Management, LLC since 2013. He also teaches a personal finance course as a non-tenure track instructor at Temple University. Foundation Wealth Management serves individuals, high-net-worth clients, and charitable organizations with ongoing wealth management that combines financial planning and discretionary investment management across retirement, estate, tax, and cash-management matters. The firm follows a fee-only model and employs tailored, goals-based portfolios using fundamental analysis and a mix of individual equities, bonds, mutual funds, and ETFs.

Mark Rioboli is a CFP® and Series 65 accredited financial advisor with 22 years of industry experience. He has worked at Webster Street Investment Advisors LLC since 2025 and previously held roles at Modera Wealth Management, LLC and Independence Advisors, LLC. Webster Street Investment Advisors provides discretionary investment management to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm focuses on low-cost, diversified mutual funds and ETFs, applying fundamental analysis and a long-term orientation while customizing asset allocation and portfolio monitoring to each client’s goals and risk tolerance.

Collin Bill is a CFP® professional with seven years of industry experience, currently serving at Total Alignment Wealth Advisors, LLC since 2017. Prior to his advisory role, he worked at ABS Electrical Contractors from 2005 to 2018. Total Alignment Wealth Advisors serves high-net-worth and ultra-high-net-worth individuals and families by providing private family office services, comprehensive financial planning, and investment consulting. The firm focuses on scenario-based planning and coordination with clients’ outside portfolio managers while not acting as a primary discretionary investment manager.

David Dewitt is a CFP® and Series 65 credentialed advisor with nine years of industry experience. He has been with DeWitt Capital Management since 2016. DeWitt Capital Management provides discretionary and non-discretionary portfolio management, model-portfolio implementation, financial consulting, and sub-advisory services to individuals, including high-net-worth clients, trusts, and estates. The firm utilizes a combination of fundamental and technical analysis, local company research, and third-party tools to build diversified portfolios and operates an Energy Income Strategy focused on publicly traded master limited partnerships (MLPs).

Henry Kwiecinski is a financial advisor at Bishop & Associates Inc in Philadelphia, PA, holding Series 63, Series 65, and Series 66 licenses with 15 years of industry experience. His work history includes roles at Bishop Capital Advisers LLC, PHL Futures LLC, and Bishop Capital Management LLC. Bishop & Associates is a small registered investment adviser managing approximately $32 million for individuals, retirement accounts, charitable organizations, foundations, pension plans, and trusts. The firm offers discretionary portfolio management with a focus on risk management via its Panoramic Portfolio Management approach, employing a Growth-at-a-Reasonable-Price equity style alongside diversified strategies including large-cap equities, fixed income, options overlays, and access to private investments for qualified clients.

Justin Hill is a financial advisor with Addis & Hill, Incorporated, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Addis & Hill since 2000. Outside of his advisory role, Hill is a partner and owner of A&H Properties, LLC, involved in the buying and selling of commercial and residential real estate. Addis & Hill, Incorporated provides comprehensive financial planning and discretionary investment management primarily to individuals, families, and trusts with investible assets ranging from the mid-six-figure to multi-million dollar levels. The firm employs a data-driven portfolio optimization approach using exchange-traded funds and individual bonds, supported by proprietary and third-party planning software, and collaborates with external professionals for tax, legal, and insurance matters.

Christopher Zafiriou is a CFA® charterholder and principal at Flax Pond Capital, LLC, with three years of industry experience. He previously worked at Glenmede Trust Company for 14 years before founding Flax Pond Capital. In addition to his advisory role, he provides independent consulting services to a private equity firm. Flax Pond Capital serves high-net-worth individual clients, offering discretionary portfolio management and financial planning tailored to client objectives and restrictions. The firm employs a range of investment strategies, including fundamental and cyclical analysis, and manages substantial assets under a single-advisor model, providing access to diverse investment types through a single custodian platform.