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 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.

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.

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 Mac Gray is a CFA® charterholder with eight years of industry experience. He has worked at Stonecrop Wealth Advisors, LLC since 2020 and previously spent four years at Compass Ion Advisors, LLC. Stonecrop Wealth Advisors serves individuals, high-net-worth families, trusts, and institutional clients including colleges, schools, and charitable organizations. The firm provides integrated financial planning and both discretionary and non-discretionary investment management, using a team-driven process to tailor asset allocations and monitor portfolios aligned with clients’ missions and goals.

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.

Jason Vavra is a financial advisor at VCM Wealth with 21 years of industry experience. He holds the PFS™ and Series 66 designations and has been with Vavra Capital Management, LLC since 2007. Outside of his advisory work, he serves as a volunteer member of the Investment Committee for the Bloomsburg University Foundation. VCM Wealth advises individuals, including high-net-worth clients, as well as institutional and nonprofit entities, managing approximately $88.8 million across about 260 client relationships. The firm uses a combination of fundamental, technical, and cyclical analysis alongside systematic asset allocation, implementing portfolios through proprietary ETF models and conducting regular account reviews.

Erik Schuster is a CFP® with 11 years of industry experience, currently serving at Proper Financial, LLC since 2024. His prior experience includes roles at Thrive Financial Services, Thrive Insurance Group, Thrive Capital Management, and THE Vanguard Group. Outside of advisory work, he is involved in insurance sales through Proper Retirement, LLC and participates in raising capital for real estate investments and joint ventures. Proper Financial, LLC is a small registered investment adviser managing approximately $65 million for individual and high-net-worth clients. The firm offers wealth management, discretionary portfolio management, and financial planning, operating as a fiduciary with a focus on fundamental analysis and diversified portfolios primarily composed of low-cost mutual funds and ETFs.