Edward Woehlcke is a CFP® with 18 years of industry experience and currently serves as Managing Partner at Valley Financial Group. His work history includes roles at Hightower Advisors, LLC and H. Beck, Inc. Outside of his advisory duties, he is the sole proprietor of Woedaddy Investments, focusing on analyzing investment returns in real estate. Valley Financial Group provides investment management and financial planning to a range of clients 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 that incorporates macroeconomic analysis, fundamental research, and selected third-party manager allocations.

Stan Richelson is a financial advisor at Scarsdale Investment Group, Ltd. with 33 years of industry experience. He has been with Scarsdale Investment Group since 1991. Scarsdale Investment Group offers fee-only, non-discretionary investment advice and standalone financial planning focused on fixed-income securities and brokered certificates of deposit. The firm serves individuals, high-net-worth clients, charitable organizations, and business entities, emphasizing long-term bond ladder construction and requiring client approval for each trade.

Stephen Way is a CFP® and holds a Series 65 license, with 11 years of experience in financial advising. He has been with Setarcos Wealth Advisors LLC since 2014. Setarcos Wealth Advisors LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management alongside financial planning and consulting. The firm uses a customized, fundamental-analysis approach with a generally long-term orientation and offers planning services without separate charges to investment management clients.

Voltaire Escalona is a financial advisor at Arsenal Capital Advisors LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Goldman Sachs & Co., JPMorgan Chase, and Symphony Communication Services Holdings LLC. Arsenal Capital Advisors LLC serves select individuals, high-net-worth families, charitable organizations, and ERISA-qualified plans. The firm provides portfolio management and financial planning based on individualized Investment Policy Statements, employing a range of analytical methods and strategies, and offers ERISA fiduciary services as part of its investment approach.

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.

John Capasso is a financial advisor with Capital Planning Associates, Incorporated, holding a Series 63 designation and 38 years of industry experience. He has worked with FSC Securities Corp and has been associated with Capital Planning Associates since 1991, also serving as president and CEO of Captive Planning Associates LLC since 2007. Capital Planning Associates serves business owners, high-net-worth individuals, and employer retirement plans with personalized investment counseling, portfolio monitoring, comprehensive financial planning, and pension consulting. The firm operates primarily on a non-discretionary basis and incorporates insurance and accounting services alongside its investment advisory offerings.

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.

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. In addition to her advisory role, she is involved with Vistar Media, a software company, where she manages administrative tasks and event logistics. Wissahickon Wealth Management serves individuals, affiliated trusts, charitable organizations, and businesses, focusing on wealth planning, financial planning, and asset management. The firm emphasizes planning around major life transitions and manages discretionary portfolios tailored to client objectives using a fundamental security-selection approach.

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.

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 at The Investment Lab, LLC with 14 years of industry experience. He holds Series 66, 63, and 65 licenses and previously worked at Cambridge Investment Research Advisors, Inc. and Volkers Capital Corp. Outside of his advisory role, Volkers works as a Lead Technical Analyst providing system and integration support for job placement services. The Investment Lab primarily develops and licenses model portfolios, focusing on U.S.-equity strategies that utilize Relative Strength technical analysis and fundamental screening. The firm serves affiliated accounts non-discretionarily and distributes its strategies through a licensed third-party adviser.

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.

Katie Corsetto is a financial advisor at Woloshin Investment Management, LLC with 14 years of industry experience. She holds a Series 66 designation and has been with Woloshin Investment Management since 2015. In addition to her advisory role, she is licensed to sell life and health insurance policies. Woloshin Investment Management provides discretionary investment management and financial planning services to individuals, trusts, estates, foundations, retirement plans, and corporations, managing approximately $180 million in client assets. The firm employs strategic asset allocation through four model portfolios and combines fundamental, cyclical, and technical analysis in security selection, typically managing accounts on a discretionary, wrap-fee 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.

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.