Daniel Gordon is a Series 65-licensed advisor at Shaker Financial Services in Sewell, NJ, with 20 years of industry experience. He has been with Shaker Financial Services since 2006. Shaker Financial Services is a discretionary investment adviser managing approximately $280 million for around 330 clients, including individuals, families, trusts, IRAs, small-business retirement accounts, and some institutional entities. The firm’s investment approach focuses on closed-end funds and a quantitative “discount capture” strategy, employing daily monitoring and statistical analysis to build diversified portfolios across equity CEFs, bond CEFs, and fixed-income positions.

Gary Votto is a financial advisor with Bishop & Associates Inc in Philadelphia, PA, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. His work history includes roles at PHL Futures LLC, Bishop Capital Advisers LLC, Systra LLC, and Kingsview Asset Management. He is a managing member involved in commodity pool operations and managing trading activities through affiliated entities. Bishop & Associates is a small registered investment adviser managing approximately $32 million across individuals, retirement accounts, charitable organizations, foundations, pension plans, and trusts. The firm offers discretionary portfolio management featuring a large-cap core equity strategy, fixed-income management, and an options overlay, with an emphasis on risk management and diversification through its Panoramic Portfolio Management approach.

Devin Rainone is a CFP® and CFA® with four years of industry experience. He currently works at MOR Wealth Management, LLC and has prior experience with Commonwealth Financial Network, SK Wealth Management, and Massachusetts Mutual Life Insurance Company. MOR Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes a long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual stocks and bonds as appropriate, and manages accounts on a discretionary basis aligned with each client’s goals and risk tolerance.

Howard Richardson is a CFP® professional with 34 years of industry experience. He has been with Investment Management & Planning LLC since 2002 and is also associated with LPL Financial. Outside of his advisory roles, he owns two coffee-related businesses, Kaffe Karma and Karmas Korner. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, offering multiple program options and integrated access to broker-dealer platforms and insurance products.

William Small is a financial advisor with RMAS, Inc., holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has been president of multiple related businesses, including Kings Management Company, which focuses on insurance sales and estate work, and SKS Plan Administration, Inc., a third-party pension and retirement plan administrator. Small is also the sole owner of TAAP LLC, a management company. Risk Management Advisory Services, Inc. offers discretionary investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm’s approach combines fundamental analysis with tailored strategies aligned to each client’s investment policy and risk profile.

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 a financial advisor at Flax Pond Capital, LLC with over 32 years of industry experience. He founded his own investment advisory business in 1981 and has served at Flax Pond Capital since 2022. Flax Pond Capital advises individual clients, including high-net-worth individuals, providing discretionary portfolio management and financial planning services. The firm employs multiple analysis methods and may use a range of investment techniques tailored to client objectives, managing approximately $222 million in assets across about 119 accounts.

Stephen Mcdade is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Foundation Wealth Management, LLC since 2013. In addition to his advisory role, he teaches a personal finance class as an adjunct professor at Temple University. Foundation Wealth Management serves individual and high-net-worth clients with integrated wealth management, providing comprehensive financial planning and discretionary investment management tailored to clients’ objectives and risk tolerance. The firm distinguishes itself by combining multiple advisers with CPA and CFP designations and integrating tax and accounting services within its fee-only, independent advisory model.

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 19 years of industry experience. He has been a partner at Mc2 Financial Advisers, Inc. and McCullough & Company P.C. CPA’s since 2003. Outside of financial advising, he serves as a volunteer coach for the Radnor Wayne Little League and co-presides over the Delaware County Attorney/CPA Forum. Mc2 Financial Advisers, Inc. offers fee-only investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm emphasizes asset allocation and diversification using no-load mutual funds and ETFs, manages accounts primarily on a non-discretionary basis, and maintains operational ties with a separate CPA practice owned by its principal.

Joseph Purcell is a CFP® credentialed financial advisor with 16 years of industry experience. He has worked at Wissahickon Wealth Management LLC since 2017 and previously held positions at Bank of America, Merrill Lynch, and Morgan Stanley. Wissahickon Wealth Management LLC provides wealth planning and investment management services to individuals, trusts, charitable organizations, and businesses. The firm focuses on tailored asset allocation and life-transition planning, managing portfolios with a fundamental security-selection approach and sponsoring its own wrap fee program.

Carey Morgan is a CFP® and ChFC® with seven years of experience in financial advising. He is a partner at Livelhood LLC in Philadelphia, where he has worked since 2016, and previously spent three years at New Century Trust. Morgan serves as Treasurer and Board Member of The Merchant Fund, a nonprofit that makes grants to small businesses, where he advises on financial matters and develops long-term financial strategy. Livelhood LLC provides fee-only, advice-only financial planning and educational services to individuals, business owners, and families. The firm emphasizes long-term, globally diversified investment recommendations without managing client assets and offers public and employer-sponsored educational seminars.

Jaan Larkin is a financial advisor at StratFI with a Series 65 designation and two years of industry experience. His prior work includes roles at Strategic Foresight Investments LLC, University of Delaware, Wawa, Stony Brook University, De La Coeur Cafe et Patisserie, and Brandywine School District. StratFI provides discretionary investment management and financial consulting services to individuals, high-net-worth clients, trusts, estates, and businesses, along with a subscription signal service offering model-generated buy and sell recommendations. The firm employs a thematic “Strategic Foresight” STEEP framework combined with fundamental and technical analysis, and is notable for its market-timing and signal-provider business as well as the use of derivatives and tactical strategies within client portfolios.

Michael Dechiario is a CFP® professional with 30 years of industry experience. He is the sole advisor at Goalpost Wealth Management, LLC, a firm he founded in 2026 after prior roles at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he holds an ownership interest in a medical packaging product company based in Philadelphia. Goalpost Wealth Management serves affluent households, charitable organizations, and pension/profit-sharing plans by providing wealth planning, investment management, and third-party manager selection. The firm blends active and passive strategies across various asset classes and operates a wrap fee program while managing approximately $326 million in client assets.

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.

Carol Scicchitano is a financial advisor with Philadelphia Partners Capital Management, LLC, holding a Series 63 designation and bringing 28 years of industry experience. She has worked at Boenning & Scattergood Inc., CV Brokerage, Inc., and Chapin Davis Investments prior to her current role. Philadelphia Partners Capital Management provides discretionary investment management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm focuses on fundamental analysis with an emphasis on large-cap growth equities, while incorporating mutual funds, ETFs, and tax considerations in portfolio construction.

Joanne Keller is a financial advisor at The Aranda Group Advisors, LLC with 38 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Raymond James & Associates for 12 years. Outside of financial advising, she is employed part-time in cleaning services at a local company. The Aranda Group Advisors, LLC is a four-advisor registered investment adviser serving individuals, families, trusts, non-profits, pensions, and businesses with asset management and financial planning. The firm emphasizes client-specific financial plans with long-term, diversified asset allocation strategies, offering both discretionary and non-discretionary portfolio management as well as access to third-party sub-managers and securities-based lending programs.

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.

Brent Bonstingl is a financial advisor with Delaware Wealth Planners in Wilmington, DE, holding Series 65 and Series 66 licenses and having 13 years of industry experience. He has worked at Delaware Avenue Wealth Planners, LLC and Penn Investment Advisors, Inc. During his career, he has also worked as an independent insurance agent specializing in fixed products. Delaware Wealth Planners serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm utilizes multiple analytical approaches and a broad investment menu, including third-party sub-advised strategies, and may accept fiduciary roles for retirement plans.