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 at Prime Solutions Financial Services Corp. with 22 years of experience at the firm. She holds Series 65 and Series 63 licenses. PrimeSolutions provides investment advisory services primarily to individual, non-high-net-worth households through tailored, discretionary portfolio management and consulting. The firm employs a bottom-up, growth-oriented equity strategy combined with fixed income and customized balanced portfolios, and offers additional institutional consulting services.

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.

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 is a financial advisor with Bowen Asset Management LLC in West Chester, PA, holding Series 63 and Series 65 designations and 13 years of industry experience. He 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 LLC is a small wealth management firm serving primarily high-net-worth individuals, trusts, pension plans, nonprofits, and business entities. The firm provides comprehensive services including portfolio management, financial and retirement planning, and consulting, using an agnostic investment approach that combines fundamental and technical analysis across active and passive funds, with a focus on tailored asset allocations.

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 industry experience, currently serving as an advisor at Plan First Wealth LLC in Philadelphia, PA. His prior roles include positions at LPL Financial, Bank of America, Merrill, and FIS Brokerage & Securities Services. He also took a year for extended travel during his career. Plan First Wealth LLC serves British expatriates living in the U.S., providing portfolio management, pension transfer consultancy, and lifestyle-focused financial planning. The firm employs a long-term investment approach based on modern portfolio theory and offers customized planning supported by third-party sub-advisers and cross-border tax coordination.

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.

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.

Kenneth Beebe is a financial advisor with Firstrust Financial Advisors, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Equitable Advisors and AXA Advisors, LLC. He serves on the Board of Directors for the Ithaca College Alumni Association. Firstrust Financial Advisors provides financial planning, non-discretionary portfolio management, and pension consulting primarily to institutional clients such as municipalities, trusts, and charitable organizations. The firm emphasizes asset allocation and diversified strategies while offering plan-level consulting and participant education for retirement plans.

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.

David Rosenberg is a Series 65-licensed advisor at Wealthwise Advisors with 14 years of industry experience. His career includes roles in real estate, trading, and tax preparation, notably with firms such as Compass Pennsylvania LLC and RenGen.io. Rosenberg is also an independent insurance agent and involved in tax preparation through Strategic Tax & Advisory Services. Wealthwise Advisors serves individuals, small businesses, trusts, and charitable organizations with personalized financial planning and non-discretionary investment management. The firm employs fundamental, technical, and cyclical analysis and emphasizes documented investment policies and regular portfolio reviews.