James Lynch is a CFP® and holds a Series 65 license with 36 years of experience at Lynch Investment Planning, LLC. He is based in Newtown Square, PA, and has been with the firm since its founding in 1990. Lynch Investment Planning, LLC provides comprehensive financial planning and investment supervisory services to individuals, including high-net-worth clients, as well as institutional clients such as charitable organizations and retirement plan sponsors. The firm employs a strategic asset-allocation approach and offers additional services including standalone financial planning, tax return preparation, and retirement plan consulting.

Richard Byerly is a financial advisor with Byerly Investment Management Inc. in Coatesville, PA. He holds Series 63 and Series 65 licenses and has 48 years of industry experience. Byerly has been with his current firm since 2010. Byerly Investment Management is a small independent registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management. The firm manages approximately $6 million in client assets and employs a range of investment instruments and analytical methods, including equity and fixed income securities, options, and private investments, with a focus on customized asset allocation and diversification.

Mark Watkinson is a financial advisor at Watkinson Capital Advisors LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Watkinson Capital Advisors since 2011, with a three-year tenure at A.H. Williams & Co. from 2014 to 2017. Watkinson Capital Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary portfolio management, municipal bond strategies, and asset management services. The firm’s investment approach focuses on tax-advantaged fixed income through strategies like the Municipal Bond Advantage ladder and the Core-Plus hybrid, combining laddered allocations with active trading and leverage.

Douglas Macgray is a CFP® with 25 years of industry experience, currently serving at Stonecrop Wealth Advisors, LLC since 2020. His prior roles include positions at Compass Ion Advisors, LLC, APW Capital, Inc., EGE Advisors, Ltd., and Andesa Financial Management, Inc. He holds a Juris Doctorate and is a licensed attorney; he is also a board member of Missio Seminary and serves on the board of trustees at Gordon College. Stonecrop Wealth Advisors serves individuals, high-net-worth families, trusts, and institutional clients such as colleges and charitable organizations. The firm provides integrated financial planning and investment management tailored to each client’s mission and goals, utilizing a team-driven approach and various platforms to manage assets effectively.

Kent Addis is a financial advisor with Addis & Hill, Incorporated, holding Series 63 and Series 65 designations and 25 years of industry experience. He has been with Addis & Hill since 2000. Outside of his advisory role, he is a partner and owner of A&H Properties, LLC, a business involved in the buying and selling of commercial and residential real estate. Addis & Hill 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 ETFs and individual bonds, supported by proprietary and third-party planning tools and collaboration with outside professionals.

Robert Arnold is a financial advisor at Arnold Investment Group with 19 years of industry experience. He holds a Series 65 designation and has been with the firm, which he joined in 2005. Outside of his advisory role, Arnold is involved in several bicycle-related businesses, including retail and consignment operations. Arnold Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $78.2 million through a concentrated client base, employing an asset-allocation approach focused on diversification and rebalancing across equities, mutual funds, ETFs, and fixed-income instruments.

Mary Focht is a CFP® professional with over 17 years of experience in financial advisory, currently serving at Viable since 2024. Prior to joining Viable, she operated independently for 17 years. Viable provides financial planning, investment advisory, insurance consultancy, and retirement plan advisory services to individuals, families, businesses, trusts, and charitable organizations. The firm employs a goal-based, top-down macroeconomic approach with an emphasis on behavioral finance and asset allocation, primarily using exchange-traded funds in discretionary portfolio management.

Allen Osgood is a CFP® and Series 65 credentialed advisor with 24 years of industry experience. He has been with Financial Freedom, LLC since 1983. Financial Freedom, LLC is a fee-only wealth management firm serving individuals, families, trusts, estates, small businesses, and charitable organizations. The firm offers customized financial planning and investment management, focusing on tailored Investment Policy Statements and strategic asset allocation using individual securities, mutual funds, and ETFs.

Richard Jakotowicz Jr. is a CFP® and CFA® affiliated with Benchmark Financial, LLC in Wilmington, DE, with 13 years of industry experience. He has worked at Benchmark Financial since 2018 and previously at Tfg Wealth Management, Llc. In addition to his advisory role, he serves as Director of the Lerner College Trading Center at the University of Delaware, where he teaches business courses and integrates the trading center into the curriculum. Benchmark Financial, LLC serves individuals, charitable organizations, and businesses, offering personalized portfolio management, comprehensive financial planning, and investment consulting. The firm emphasizes passive portfolio construction using index funds, ETFs, and fixed income instruments, with customized plans based on client goals, risk tolerance, and tax considerations.

David Lynch is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He founded Lynch Investment Planning, LLC, where he has worked for two years following prior roles at Wealth Enhancement Group and Hoover Financial Advisors. Lynch Investment Planning serves individuals, charitable organizations, and employer-sponsored retirement plans, offering investment management, financial planning, retirement plan consulting, and seasonal tax preparation. The firm employs a risk-based, diversified asset allocation approach and acts as an ERISA fiduciary for retirement plans, combining investment, tax, insurance, and consulting services.

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.

Kyle Rolek is a CFP® professional with 16 years of industry experience, currently serving as the sole advisor at Rolek Retirement Planning in Berwyn, PA. He previously worked at Rolek Wealth Management LLC for 10 years and Rolek Advisory LLC for 2 years. In addition to financial advising, Rolek spends part of his time selling insurance products to retail clients. Rolek Retirement Planning provides financial planning and investment management services to individuals, high net worth clients, trusts, and retirement accounts. The firm focuses on customized portfolios using fundamental analysis, emphasizing low-cost mutual funds and ETFs, and offers educational services such as retirement planning seminars and published materials.

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.

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.

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.

Lucas Zaba is a financial advisor at Goal Quest Advisors, LLC in Berwyn, PA. He holds the Series 65 designation and has been with the firm since 2026. Prior to his advisory role, he worked at Camelback Resort. Goal Quest Advisors is a fee-only registered investment adviser managing approximately $109 million for around 45 clients, including individuals, high-net-worth families, trusts, non-profit organizations, privately owned businesses, and ERISA plans. The firm emphasizes disciplined asset allocation with a mix of active and passive strategies and integrates financial planning with portfolio management, offering comprehensive services and pension consulting.

Todd Keating is a financial advisor with Parvin Asset Management, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at Citizens Financial Group, Inc. for 10 years before joining Parvin Asset Management in 2022. Parvin Asset Management provides discretionary portfolio management to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, corporations, small businesses, and investment companies. The firm employs a fundamentally driven, value-oriented investment process supported by quantitative screens and third-party research, offering a range of strategies including long-only equity, hedged equity with option contracts, fixed income, and selective private equity.

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.