Stephen Lambert is a financial advisor with Investment Management & Planning LLC and holds a Series 66 designation. He has one year of industry experience and previously worked at Indeed, Inc. for eleven years. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm builds tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, offering a variety of program options and serving clients through a four-advisor team.

Dalton Greiner is a financial advisor at Stonecrop Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has been with Stonecrop since 2022. His work history includes involvement with Paul Tripp Ministries and Harvest Bible Chapel. Stonecrop Wealth Advisors serves individuals, high-net-worth families, trusts, and various institutional clients by providing integrated financial planning and investment management tailored to each client's mission and goals. The firm uses a team-driven process with a focus on longer-term holdings and offers services that include third-party management and consulting.

Jarrod Barton is a CFP® with 16 years of industry experience, serving as an advisor at Wealthwise Advisors since 2011. He has worked at Strategic Tax and Advisory Services since 2013 and was previously with Zeiders Enterprises. Barton is also the owner of a tax preparation business and is a licensed insurance agent for life and health insurance. Wealthwise Advisors provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages investment programs on a non-discretionary basis, combining fundamental, technical, and cyclical analysis with regular account reviews and delivers financial plans within stated timelines.

Margaret Callaghan is a financial advisor with Prime Solutions Financial Services Corp., holding Series 65 and Series 63 credentials. She has been with the firm since 2004, accumulating 22 years of experience. Prime Solutions Financial Services provides investment advisory services to individual and institutional clients, focusing primarily on non-high-net-worth households. The firm employs a bottom-up, growth-oriented equity strategy combined with fixed income and customized balanced approaches, and also offers institutional consulting services including asset allocation studies and litigation support.

Mark Kennedy is a financial advisor at Red Spruce Capital, LLC in Rose Valley, PA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Red Spruce Capital since 2012. Red Spruce Capital provides discretionary investment management and advisory services to individuals, personal trusts, estates, and corporations, including retirement-account rollover advice. The firm focuses on customized portfolio construction using individual securities, mutual funds, and ETFs, employing a fundamentally driven, generally long-term investment approach with the use of tactical strategies and borrowing to manage client exposures.

Flynn Ryan is a financial advisor at Addis & Hill, Incorporated with a Series 65 credential and one year of industry experience. Prior to joining Addis & Hill, he worked at St. David's Golf Club and has experience as a student at Penn State. Addis Hill provides fee-only financial planning and discretionary investment management primarily to individuals, families, and trusts with multimillion-dollar investable assets. The firm utilizes a data-driven portfolio optimization approach focusing on customized ETF portfolios, individual bonds, and systematic rebalancing, while integrating comprehensive planning services and coordinating with outside professionals.

David Pankiw is a financial advisor at Cubic Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cubic Advisors since 2012. Cubic Advisors serves individuals, including high-net-worth clients, and business entities such as insurance companies. The firm offers discretionary and non-discretionary portfolio management, financial planning, and a retirement planning service for pre-retirees and retirees, using a blend of quantitative optimization, risk/return analysis, and technical trading models.

Steven Blum is the principal of Steven G. Blum and Associates, LLC and has 21 years of experience as a financial advisor. He has maintained a solo law practice since 1990 focused on tax advice and has lectured at the Wharton School of the University of Pennsylvania since 1994, teaching undergraduate, MBA, and professional students. His firm serves approximately 70 clients including individuals, families, pension plans, estates, charitable organizations, and businesses, providing integrated investment consulting and financial planning with an emphasis on financial economics, broad diversification, tax efficiency, and low costs. The firm manages about $180 million in assets, predominantly in non-discretionary accounts, and combines advisory services with the principals’ complementary expertise in law and accounting.

Zack Bowen Jr. is a financial advisor at Bowen Asset Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bowen Asset Management since 2012. Outside of his advisory role, he serves as an advisory board member and treasurer for the New Garden Township General Authority in Chester County, PA. Bowen Asset Management provides comprehensive wealth management and financial planning services to individuals, families, trusts, and businesses. The firm manages client portfolios on a discretionary basis using a combination of active and passive strategies and emphasizes transparency and specialized portfolio options.

Daniel Picinich is a CFP® with 12 years of industry experience and has been with Private Wealth Management, LLC since 2015. He holds the Series 66 license and operates from Exton, PA. In addition to his advisory role, he owns and manages a tax preparation and filing business, Eagle Tax Service, LLC. Private Wealth Management, LLC provides discretionary and non-discretionary portfolio management primarily to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis and manages accounts directly, employing a range of investment strategies including long-term trading, margin, and options.

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.

James Boyle is a CFP® with nine years of experience in financial advising. He is currently with Plan First Wealth LLC and previously worked at LPL Financial LLC, Bank of America, Merrill, and FIS Brokerage & Securities Services. Outside of advising, he has taken a year for extended travel. Plan First Wealth LLC advises British expatriates and higher-net-worth individuals in the U.S. on investment management, lifestyle financial planning, and cross-border retirement matters, including UK pension reviews and transfer options. The firm utilizes model portfolios based on third-party research and offers both discretionary and non-discretionary management with a focus on cross-border tax coordination.

Thomas Goldsmith is a financial advisor at Flagship Capital Management Inc with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Flagship Capital Management since 2013. Flagship Capital Management provides investment management and advisory services to individual and institutional clients, including corporations, pension plans, foundations, and trusts. The firm emphasizes discretionary portfolio management using both fundamental and technical analysis and manages approximately $200 million in assets through a small, team-based approach.

Robert Dowd is a CFP® professional with seven years of industry experience. He is currently with Bullogic Wealth Management, where he has worked since 2023. His prior experience includes roles at TGS Financial Advisors, Hoover Financial Advisors, Inc., and Kelmar Associates. Bullogic Wealth Management serves individual clients and employer plan sponsors, providing portfolio management, comprehensive financial planning, and employee benefit-plan services. The firm emphasizes passive portfolio construction using low-cost index funds and ETFs, supplemented by various analytical approaches and access to outside managers when appropriate.

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.

Richard Wiedl is a CFP® professional with 27 years of industry experience, currently serving at Legacy Advisory Services, LLC. He has held roles at Fortune Financial Services, Inc., Ridgeway & Conger, Inc., and Legacy Wealth Management, LLC. Wiedl also provides financial planning and investment services through Legacy Advisory Services, contributing approximately 10% of his annual compensation from this activity. Legacy Advisory Services, LLC offers investment supervisory and portfolio management services to individuals, pensions, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy focused on risk-adjusted returns and advises across a broad range of instruments, including equities, fixed income, mutual funds, options, and insurance-wrapped products.

Anthony Giunipero is a financial advisor at Amphora Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at OneMain Financial and Globus Medical. Giunipero has served in the United States Marine Corps Reserves since 2009, currently holding the rank of Major and working as a Recruiting Support Officer. Amphora Wealth Management serves individuals, charitable organizations, and retirement plans by providing investment management, financial planning, pension consulting, and specialized services such as divorce consulting and estate-plan analysis. The firm employs an evidence- and risk-based investment approach, utilizing diversified portfolios aligned with Modern Portfolio Theory and conducts ongoing account monitoring and quarterly reviews.

Ian Pass is a CFA® charterholder with one year of experience in financial advising, currently with Benchmark Financial, LLC. Prior to joining Benchmark, he worked at Deel US LLC, KPMG UK LLP, Anglian Water Services Limited, and Willis Towers Watson. Benchmark Financial, LLC serves individuals, charitable organizations, and businesses by providing personalized portfolio management, comprehensive financial planning, and investment consulting. The firm emphasizes passive portfolio construction based on Modern Portfolio Theory, using primarily index funds, ETFs, and fixed income instruments, with client plans tailored to goals, risk tolerance, and tax considerations.

Avi Rutstein is a financial advisor at CMG Capital Management Group, Inc. in Malvern, PA, with 20 years of industry experience. He holds the Series 65 and Series 63 designations and has been with CMG Capital Management Group since 2007, alongside prior roles at Integral Wealth Securities LLC and Metric Financial LLC. CMG Capital Management Group serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, as well as asset-management platform services for other advisers. The firm employs systematic, quantitative, and tactical strategies across a broad range of asset classes and also manages affiliated pooled investment vehicles and a platform business supporting other advisers.