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.

Tyler Breder is a CFP® professional with nine years of experience in the financial services industry. He has worked at PTM Wealth Management, LLC since 2020 and previously held roles at Charles Schwab and The Vanguard Group. PTM Wealth Management is a small, supported registered investment adviser managing approximately $175 million for individual and high-net-worth clients. The firm offers discretionary investment management combined with financial planning, using a long-term investment approach focused on fundamental analysis and primarily employing low-cost mutual funds and ETFs.

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 with The Investment Lab, LLC, holding Series 63, 65, and 66 licenses and having 14 years of industry experience. He has worked at The Investment Lab since 2018 and has prior experience at Cambridge Investment Research and Volkers Capital Corp. Outside of his advisory role, he is a Lead Technical Analyst in integration delivery for Indeed, focusing on product and system support related to job placement services. The Investment Lab primarily develops and licenses U.S.-equity model portfolios centered on Relative Strength technical analysis and fundamental screening. The firm manages affiliated accounts on a non-discretionary basis and distributes its investment strategies through a third-party licensee, serving primarily high-net-worth clients.

Lucas Zaba is a financial advisor at Goal Quest Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at Camelback Resort and was a student for ten years. Goal Quest Advisors is an independent, 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 pension/profit-sharing plans. The firm emphasizes disciplined asset allocation and broad diversification, integrating financial planning with portfolio management and offering pension consulting services.

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.

James Fenstermacher is a financial advisor with 4 years of industry experience, currently with 360 IRA in Collegeville, PA. He holds Series 63 and Series 65 licenses and has prior experience with Bankers Life entities and Option Energy Consultants. He also operates an insurance agency as a sole proprietor. 360 IRA is a fee-based financial planning and investment management firm that provides discretionary asset management, written financial plans, and educational seminars. The firm works with individual clients to guide portfolio management using fundamental and technical analysis and collaborates with third-party managers while also offering insurance products through affiliated representatives.

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.

Jeremy Brenn is a CFP® and holds a Series 65 license with 15 years of industry experience. He has been with Sensenig Capital Advisors, Inc. since 2007. Sensenig Capital Advisors serves individual clients, including high net worth individuals, as well as retirement-plan sponsors and participants. The firm focuses on long-term, globally diversified portfolios using Modern Portfolio Theory principles, primarily employing passively managed mutual funds and ETFs alongside fundamental analysis to guide asset allocation and rebalancing.

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.

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.

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).

John Shumski is a financial advisor with Networth Asset Management, Inc., holding a Series 66 designation and over 20 years of industry experience. He has worked at Networth Asset Management since 2012 and previously at Intercarolina Financial Services, Inc. and Transitional Broker LLC. Outside of advisory services, he is president of Wealth Planners Group, where he sells insurance products and provides consulting for debt and estate management. He also serves on the state board of the National Association of Insurance and Financial Advisors. Networth Asset Management offers fee-based investment advisory and consulting services to individuals, pension and profit-sharing plans, corporations, and trusts, managing portfolios on a discretionary basis. The firm serves both individual and high-net-worth clients, utilizing model portfolio asset allocations aligned with client objectives and regularly reviews accounts to adjust investment strategies accordingly.

Jesse Danielson is a CFP® professional with nine years of industry experience, currently serving as an advisor at Duke and Duke Wealth Management LLC since 2024. His prior experience includes roles at The Vanguard Group, Raymond James & Associates, and D.K. Brede Investment Management. Outside of his advisory work, he is also engaged as a delivery driver in Wayne, PA. Duke and Duke Wealth Management primarily serves individual clients with asset management and written financial planning, managing approximately $101.6 million across about 244 accounts. The firm emphasizes non-discretionary management with long-term investment approaches, focusing on mutual funds and ETFs and providing services through licensed advisers with custody maintained at Schwab.

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.

John Aneser is a financial advisor at Barnstone Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining Barnstone Advisors, he worked at Furman University for five years and taught at Conestoga High School for four years. Barnstone Advisors is a small, privately owned registered investment adviser managing over $200 million for a concentrated client base that includes individuals, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management and financial planning, using model portfolios tailored to client-specific factors and employing a mix of fundamental analysis, charting, and modern portfolio theory.

Matthew Welsh is a Certified Financial Planner® with 18 years of experience and has been the principal advisor at Godshalk Welsh Capital Management, Inc. since 2008. He holds Series 63 and Series 65 licenses and operates from Radnor, PA. Godshalk Welsh Capital Management provides discretionary investment management and standalone financial planning services to individuals, high net worth clients, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $275.5 million in assets and employs a single-advisor structure, tailoring portfolios through a combination of fundamental, technical, cyclical, and charting analysis.

Kraig Null is a financial advisor with Wealthcare Solutions, LLC in Radnor, PA, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has been with Wealthcare Solutions since 2002. In addition to his advisory role, he consults to CPAs through an affiliated investment-related account practice. Wealthcare Solutions provides comprehensive financial planning and personal wealth management primarily to individual clients, including business owners and professionals, utilizing a proprietary blend of fundamental, technical, and cyclical analysis across diversified model portfolios. The firm also offers subscription-based financial planning, discretionary and non-discretionary portfolio management, and is notable for its advisory role on insurance and annuity products.

Ceida Branca is a financial advisor at Limerick Financial Group, LLC with a Series 65 designation and five years of industry experience. She has been with Limerick Financial Group since 2020 and previously worked at Merrill Lynch. Her work history also includes roles outside the financial sector at Temple University, Retro Fitness, and Norristown Area High School. Limerick Financial Group provides portfolio management, financial planning, and consulting services to individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a combination of fundamental analysis and various trading approaches, offering proprietary asset-allocation and specialty models that include long/short and leveraged mutual-fund strategies alongside traditional investments.