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.

Justin Wentz is a CFP® and ChFC® with eight years of industry experience, currently serving as an advisor at Trinity Wealth Management, LLC since 2019. Prior to joining Trinity, he worked at Lincoln Financial Distributors and Northwestern Mutual. Before entering the financial advisory field, he spent ten years at High Point University. Trinity Wealth Management serves individuals, high-net-worth clients, trusts, estates, and employer retirement plans, offering portfolio management, financial planning, and pension consulting. The firm’s investment approach combines technical analysis with smart-beta factor strategies and index investing, employing risk-based allocations and regular portfolio reviews.

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.

Kevin Mcgarry is a financial advisor with Valley Financial Group in Ambler, PA, holding Series 63 and 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and H. Beck, Inc. Outside of his advisory work, he volunteers as a basketball coach for St. Anthony's. Valley Financial Group provides investment management and financial planning services to a diverse client base, 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 and offers discretionary portfolio management with access to Fidelity custody and online reporting tools.

Dennis Beadle is a CFP® professional with 42 years of experience in the financial services industry. He has been with Archetype Advisors, LLC and United Planners' Financial Services since 2012. Archetype Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning and discretionary investment management, using a process that includes forensic cash-flow analysis and algorithmic modeling, primarily implementing portfolios with low-cost exchange-traded funds while accommodating other holdings as needed.

Keith Saunders is a financial advisor at Winthrop Partners – EPA, LLC with a Series 65 designation and three years of experience in the advisory industry. His prior work includes roles at Liberty Mutual Insurance and Insight Global. He also has experience outside finance as a founder of Stateside Vodka. Winthrop Partners – EPA, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, trusts, and corporations. The firm employs a combined top-down/bottom-up investment approach and provides tailored portfolio management alongside comprehensive planning and consulting services.

Kelly Catania is a CFP® and holds a Series 65 license with six years of industry experience. She has been with Trinity Wealth Management, LLC since 2017. Prior to her advisory role, she worked at Temple University from 2014 to 2018. Trinity Wealth Management advises individuals, high-net-worth clients, trusts, estates, and employer retirement plans, offering portfolio management, financial planning, and pension consulting. The firm’s investment approach combines technical analysis and smart-beta factor strategies with index investing, tailored to client risk profiles and reviewed quarterly.

Troy Gomer is a CFP® professional at BTG Capital LLC with three years of industry experience. He previously worked at The Vanguard Group, Inc. for two years before joining BTG Capital in 2025. BTG Capital LLC provides wealth management, financial planning, and retirement plan consulting to individual and institutional clients. The firm combines passive and active strategies using various analytical approaches and offers both ongoing portfolio management and project-based planning engagements.

Avi Rutstein is a financial advisor at CMG Capital Management Group, Inc. with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at CMG since 2007, with prior experience at Integral Wealth Securities LLC and Metric Financial LLC. CMG Capital Management Group serves individual and high-net-worth clients through discretionary and non-discretionary portfolio management, as well as providing asset-management platform services to other advisers. The firm employs a mix of systematic, quantitative, and tactical strategies and manages affiliated pooled vehicles and a platform business supporting other advisers.

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.

Matthew Prybella is a financial advisor with Trident Advisors Inc, holding a Series 65 credential and over 18 years of industry experience. Prior to joining Trident Advisors in 2026, he worked at FNB of Newtown from 2008 to 2026. Trident Advisors is an SEC-registered investment adviser serving individual investors, high-net-worth clients, corporate clients, trusts, and non-profit organizations. The firm focuses on long-term investing through a style-allocation framework, incorporating equities, fixed income, mutual funds, ETFs, and annuities, with ongoing account reviews and client-specific investment considerations.

Kevin Blain is a Series 66-licensed financial advisor at Archetype Advisors, LLC with seven years of industry experience. He has previously worked at Commonwealth Financial Network, Citizens Securities, Inc., and Connex Credit Union. Archetype Advisors is a boutique registered investment adviser managing approximately $260 million for around 275 clients, including individuals, trusts, estates, and charitable organizations. The firm uses a process-driven, consultative approach with algorithmic modeling and proprietary screens to design portfolios, typically using low-cost ETFs, and offers specialized services such as yacht ownership planning.

Jason Vavra is a financial advisor at VCM Wealth with 21 years of industry experience. He holds the PFS™ and Series 66 designations and has been with Vavra Capital Management, LLC since 2007. Outside of his advisory work, he serves as a volunteer member of the Investment Committee for the Bloomsburg University Foundation. VCM Wealth advises individuals, including high-net-worth clients, as well as institutional and nonprofit entities, managing approximately $88.8 million across about 260 client relationships. The firm uses a combination of fundamental, technical, and cyclical analysis alongside systematic asset allocation, implementing portfolios through proprietary ETF models and conducting regular account reviews.

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.

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 the sole advisor at Flax Pond Capital, LLC, with 32 years of industry experience. He has operated his own investment advisory business since 1981 and has been with Flax Pond Capital since 2022. Flax Pond Capital serves individual clients, including high-net-worth individuals, providing discretionary portfolio management and financial planning services. The firm manages approximately $222 million in client assets, employs various analysis methods, and uses a single-advisor model, offering a broad range of investment types and customized advisory services.

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.

Frank Pizzichillo V is a CFP® and Series 65-registered financial advisor with three years of industry experience. He has worked at Valley Financial Group since 2022 and previously spent time at Hightower Advisors, LLC and Brinker Capital. Valley Financial Group provides investment management and financial planning services to individuals, families, trusts, charitable organizations, businesses, and pension plans, managing a range of clients from non-wealthy to high-net-worth. The firm employs a top-down, evidence-based investment approach combining macroeconomic analysis with fundamental research and third-party manager allocations, providing discretionary portfolio management primarily through Fidelity custody.

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.

Robert Mccullough is a CFP® professional with 18 years of experience, currently serving as the sole advisor at Mc2 Financial Advisers, Inc. He has been with Mc2 Financial Advisers since 2003 and is also a partner at McCullough & Company, CPA's, where he performs accounting, consulting, and tax preparation services. Outside of his financial advisory work, he volunteers as a coach for Radnor Wayne Little League and serves as Co-President of the Delaware County Attorney/CPA Forum. Mc2 Financial Advisers provides investment asset management and financial planning services to individuals, trusts, corporations, and retirement plans, focusing primarily on no-load mutual funds and ETFs. The firm emphasizes an asset-allocation and diversification approach with non-discretionary management and periodic performance reviews.