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.

Michael Natale is a ChFC® credentialed financial advisor with 40 years of industry experience. He has worked at Foundation Capital Management, Inc. since 1993 and has held roles at Securities Service Network, Inc., Securities America, Inc., and Osaic Wealth, Inc. He is also involved as a partner and independent contractor with Foundation Capital Management, LLC, where he engages in financial planning and fixed insurance sales. Foundation Capital Management serves individual investors, including many high-net-worth and accredited clients, as well as trusts, corporations, and charitable organizations. The firm offers financial planning and portfolio management using an active, model-driven investment approach across traditional and specialist sectors, delivering both discretionary and buy-and-hold strategies.

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.

Jean Pierre Bouvel is a financial advisor with Bouvel Investment Partners, LLC in Phoenixville, PA, holding Series 63 and Series 65 credentials and with 26 years of industry experience. He has been with Bouvel Investment Partners since 2009. Outside of his advisory role, he is co-owner of an office building in Phoenixville, which he manages on a limited basis. Bouvel Investment Partners serves individual and high-net-worth clients, including related trusts and estates, providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm employs a range of defined investment strategies tailored to client objectives and manages variable annuity subaccounts and CollegeAmerica 529 platform accounts.

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.

Daniel Glod is a CFP® and ChFC® with 23 years of industry experience. He is currently with Stone Fortress Wealth Strategies and has previously worked at firms including TIAA-CREF, Coventry First, LLC, and High Speed Alliance LLC. In addition to his financial advisory roles, he owns and manages an auto repair business. Stone Fortress Wealth Strategies provides fiduciary investment management and financial planning primarily to high-net-worth individuals and retirement plans, using a long-term investment approach that incorporates fundamental analysis, low-cost funds, and selective use of derivatives in customized portfolios.

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.

Christopher Torzone is a financial advisor at Christine Messmer, P.C. with a Series 65 designation and one year of industry experience. His prior work includes positions at Pennsylvania State University and local schools in the Collegeville, PA area. Christine Messmer, P.C. provides financial planning and investment advisory services to individuals, high-net-worth clients, and small business owners. The firm offers tailored investment policies and primarily manages portfolios on a non-discretionary basis, using third-party research and proprietary planning software to support client interactions and reporting.

Paul Myers is the principal of Myers Capital Management, Inc. in Abington, PA, with 42 years of industry experience. He holds the ChFC® designation as well as Series 63 and 65 licenses and has led his firm since 2000. In addition to his advisory role, Myers is a licensed insurance agent and prepares individual and corporate income tax returns. Myers Capital Management, Inc. primarily serves individual and high-net-worth clients, providing ongoing portfolio management and financial planning. The firm operates mainly on a non-discretionary basis, focusing on third-party money manager selection and oversight, and emphasizes financial life and retirement planning.

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.

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.

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.

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.

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.

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.

Logan Macgray is a CFA® charterholder and Series 65 licensee with eight years of industry experience. He has worked at Stonecrop Wealth Advisors, LLC since 2020 and was previously with Compass Ion Advisors, LLC from 2016 to 2020. Stonecrop Wealth Advisors serves individuals, high-net-worth families, trusts, and institutional clients, providing integrated financial planning alongside discretionary and non-discretionary investment management. The firm employs a team-driven approach focused on strategic and tactical asset allocations, often favoring longer-term holdings and monitoring portfolios through regular communications and reporting.

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.