John Vassos is a financial advisor at Vassos Investments, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Vassos Investments since 2019. Prior to that, he was self-employed beginning in 2018. Vassos Investments, LLC is a small registered investment adviser managing approximately $20.1 million in discretionary assets for individual and high-net-worth clients. The firm employs fundamental analysis alongside a combination of long-term, short-term, and options trading strategies, with monthly reviews and detailed reporting.

Jonathan Liebl is a CFP® professional with four years of industry experience. He has worked at GenRise Wealth Advisors LLC since 2021 and previously held roles at Summit Place Financial Advisors, LLC and Bank of America Private Bank. GenRise Wealth Advisors serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm emphasizes fundamental analysis and strategic asset allocation, managing diversified portfolios that include equities, fixed income, mutual funds, ETFs, and alternative investments.

James Roman Jr. is a financial advisor at Main Street Financial Life Advisors, LLC with 25 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. In addition to his advisory role, he is a principal at Roman & Kulpa, LLC, a certified public accounting firm, and serves as a part-time adjunct instructor at the Fox School of Business, Temple University, co-teaching a capstone seminar for seniors. Main Street Financial Life Advisors, LLC provides discretionary and non-discretionary investment management and reporting to individuals, business entities, trusts, estates, and charitable organizations. The firm integrates tax preparation and accounting services through its affiliated CPA firm and may coordinate insurance solutions via an affiliated insurance agency. Its investment approach involves customized asset allocation using a variety of funds and securities supported by third-party technology platforms.

Brian Coombs is a CFA® charterholder with 11 years of industry experience. He is a financial analyst at Lonnie A. Coombs, CPA, a tax and accounting firm, and has been with Coombs Wealth Advisory, LLC since 2015. Coombs Wealth Advisory, LLC provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, and businesses, offering both discretionary and non-discretionary portfolio management. The firm emphasizes diversified portfolios with mutual funds and ETFs, fundamental analysis, and long-term, tax-sensitive strategies tailored to client goals and risk tolerance.

Kevin Auerbach is a financial advisor with Auerbach Investment Services, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 21 years of industry experience, including roles at Brookstone Capital Management, LLC and Ellis Investment Partners, LLC. In addition to his advisory work, Mr. Auerbach is involved with Narbitrader, LLC, a company that offers trading signals for investment decisions, and he is a licensed insurance agent in Pennsylvania. Auerbach Investment Services provides tailored investment management and pension consulting to individuals, including high-net-worth clients, and pension/profit-sharing plans. The firm manages approximately $150 million across about 51 client relationships, utilizing a range of portfolio models and instruments such as stocks, ETFs, options, futures, crypto, and leveraged/inverse ETPs.

Edward Borer is a CFA® charterholder with 57 years of industry experience. He is a principal at Borer Denton & Associates, Inc., where he has worked since 2005. Prior to that, he was associated with Petersen Investments, Inc. and Henley & Company LLC. He has served as a FINRA arbitrator and panelist. Borer Denton & Associates, Inc. is an SEC-registered investment adviser managing approximately $403 million in client assets. The firm provides portfolio management to individuals, pension plans, and corporations, emphasizing individualized investment policies and long-term holdings through fundamental, quantitative, and qualitative analysis.

Michael Lynch is a CFP® with eight years of industry experience and serves as a financial advisor at Lynch Investment Planning, LLC. He has been with the firm since 2018 and also serves as an Army Reserve Officer, supervising and training personnel. Lynch Investment Planning serves individuals, charitable organizations, and employer-sponsored retirement plans by providing investment management, financial planning, pension consulting, and tax preparation services. The firm employs a risk-based, diversified asset allocation approach and acts as an ERISA fiduciary when advising retirement plans.

Darin Brockman is a financial advisor at Haddonfield Financial Planning LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at The Campbell's Company and Puff Wealth Management LLC. Haddonfield Financial Planning provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as trust and estate beneficiaries, retirement plans, and other institutional clients. The firm employs a diversified, long-term, buy-and-hold investment strategy and integrates both fundamental and technical analysis in its asset management.

Andrew Cooper is a CFP® with eight years of industry experience, currently serving as an advisor at Cooper Eagle, LLC since 2021. He previously worked at The Vanguard Group, Inc. from 2001 to 2021. In addition to his advisory role, he provides tax preparation services on a limited basis. Cooper Eagle, LLC offers discretionary and non-discretionary portfolio management and comprehensive wealth management to individuals, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, with tailored financial planning and retirement plan advisory services.

Paul Laviola is a CFP® certificant with 21 years of industry experience, currently serving as an advisor at Foundation Wealth Management, LLC since 2013. He also teaches a personal finance course as a non-tenure track instructor at Temple University. Foundation Wealth Management serves individuals, high-net-worth clients, and charitable organizations with ongoing wealth management that combines financial planning and discretionary investment management across retirement, estate, tax, and cash-management matters. The firm follows a fee-only model and employs tailored, goals-based portfolios using fundamental analysis and a mix of individual equities, bonds, mutual funds, and ETFs.

Mark Rioboli is a CFP® and Series 65 accredited financial advisor with 22 years of industry experience. He has worked at Webster Street Investment Advisors LLC since 2025 and previously held roles at Modera Wealth Management, LLC and Independence Advisors, LLC. Webster Street Investment Advisors provides discretionary investment management to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm focuses on low-cost, diversified mutual funds and ETFs, applying fundamental analysis and a long-term orientation while customizing asset allocation and portfolio monitoring to each client’s goals and risk tolerance.

David Dewitt is a CFP® and Series 65 credentialed advisor with nine years of industry experience. He has been with DeWitt Capital Management since 2016. DeWitt Capital Management provides discretionary and non-discretionary portfolio management, model-portfolio implementation, financial consulting, and sub-advisory services to individuals, including high-net-worth clients, trusts, and estates. The firm utilizes a combination of fundamental and technical analysis, local company research, and third-party tools to build diversified portfolios and operates an Energy Income Strategy focused on publicly traded master limited partnerships (MLPs).

Henry Kwiecinski is a financial advisor at Bishop & Associates Inc in Philadelphia, PA, holding Series 63, Series 65, and Series 66 licenses with 15 years of industry experience. His work history includes roles at Bishop Capital Advisers LLC, PHL Futures LLC, and Bishop Capital Management LLC. Bishop & Associates is a small registered investment adviser managing approximately $32 million for individuals, retirement accounts, charitable organizations, foundations, pension plans, and trusts. The firm offers discretionary portfolio management with a focus on risk management via its Panoramic Portfolio Management approach, employing a Growth-at-a-Reasonable-Price equity style alongside diversified strategies including large-cap equities, fixed income, options overlays, and access to private investments for qualified clients.

Justin Hill is a financial advisor with Addis & Hill, Incorporated, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Addis & Hill since 2000. Outside of his advisory role, Hill is a partner and owner of A&H Properties, LLC, involved in the buying and selling of commercial and residential real estate. Addis & Hill, Incorporated provides comprehensive financial planning and discretionary investment management primarily to individuals, families, and trusts with investible assets ranging from the mid-six-figure to multi-million dollar levels. The firm employs a data-driven portfolio optimization approach using exchange-traded funds and individual bonds, supported by proprietary and third-party planning software, and collaborates with external professionals for tax, legal, and insurance matters.

Christopher Zafiriou is a CFA® charterholder and principal at Flax Pond Capital, LLC, with three years of industry experience. He previously worked at Glenmede Trust Company for 14 years before founding Flax Pond Capital. In addition to his advisory role, he provides independent consulting services to a private equity firm. Flax Pond Capital serves high-net-worth individual clients, offering discretionary portfolio management and financial planning tailored to client objectives and restrictions. The firm employs a range of investment strategies, including fundamental and cyclical analysis, and manages substantial assets under a single-advisor model, providing access to diverse investment types through a single custodian platform.

Matthew Ramer is a Series 66-registered advisor with MOR Wealth Management, LLC, based in Philadelphia, PA. He has 27 years of industry experience, including over a decade at MOR Wealth Management and nine years previously with Commonwealth Financial Network. Outside of finance, he is the sole owner and audio mastering engineer of Digilog Sound and serves on the boards of Spring Garden Pictures and Weathervane Music. MOR Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting primarily for high-net-worth individuals, trusts, estates, and businesses. The firm employs a long-term investment approach that utilizes low-cost diversified mutual funds and ETFs, alongside individual stocks and bonds, managing accounts on a discretionary basis tailored to clients’ goals, risk tolerance, and time horizon.

Matthew Welsh is a Certified Financial Planner® with 18 years of experience and has been the principal advisor at Godshalk Welsh Capital Management, Inc. since 2008. He holds Series 63 and Series 65 licenses and operates from Radnor, PA. Godshalk Welsh Capital Management provides discretionary investment management and standalone financial planning services to individuals, high net worth clients, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $275.5 million in assets and employs a single-advisor structure, tailoring portfolios through a combination of fundamental, technical, cyclical, and charting analysis.

Kraig Null is a financial advisor at Wealthcare Solutions, LLC with 25 years of industry experience. He has held Series 63 and Series 65 licenses and has worked at Wealthcare Solutions since 2002, following a period with 1st Global Advisors Inc. Additionally, he consults to CPAs through an investment-related practice. Wealthcare Solutions, LLC provides comprehensive financial planning and personal wealth management primarily for successful business owners and accomplished professionals. The firm manages about $54 million in assets for roughly 83 clients, using a blend of Modern Portfolio Theory and proprietary analysis to implement individualized investment policies through discretionary and non-discretionary model portfolios.

Kevin Manning is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Stone Pine Financial Partners since 2013. Outside of his advisory role, Manning is active as a licensed insurance agent and consultant, selling a range of life, health, disability, annuities, and long-term care insurance products. Stone Pine Financial Partners serves individuals near retirement or recently retired, as well as select trusts and estates, providing comprehensive wealth management that includes portfolio management and financial planning. The firm uses a strategic, passive-oriented investment approach focused on global diversification, low-cost ETFs, systematic rebalancing, and tax-loss harvesting.

Marion Tambone is a financial advisor at S & A Financial Strategies & Services, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Conner Strong & Buckelew from 2016 to 2025 in various roles, most recently serving as an auditor focusing on medical plan audits. S & A Financial Strategies & Services LLC is a fee-only registered investment adviser that serves individuals and small businesses with life-goals financial planning, ongoing tracking, and investment management. The firm uses primarily low-expense mutual funds and ETFs, operates a non-discretionary investment approach, and manages approximately $16.2 million across 39 client accounts.