John Aneser is a financial advisor at Barnstone Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining Barnstone Advisors, he worked at Furman University for five years and taught at Conestoga High School for four years. Barnstone Advisors is a small, privately owned registered investment adviser managing over $200 million for a concentrated client base that includes individuals, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management and financial planning, using model portfolios tailored to client-specific factors and employing a mix of fundamental analysis, charting, and modern portfolio theory.

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.

Carol Bradley is a financial advisor at Private Wealth Management, LLC with 20 years of industry experience. She holds Series 65 and Series 63 credentials and has worked at Charles Schwab and its affiliated entities since 1999. In addition to her advisory role, she operates a separate tax-preparation business. Private Wealth Management, LLC serves primarily individual and high-net-worth clients by providing ongoing portfolio management and creating customized Investment Policy Statements. The firm manages approximately $75 million in discretionary assets, employs both fundamental and technical analysis, and utilizes a range of investment strategies including margin and options trading.

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.

Ceida Branca is a financial advisor at Limerick Financial Group, LLC with a Series 65 designation and five years of industry experience. She has been with Limerick Financial Group since 2020 and previously worked at Merrill Lynch. Her work history also includes roles outside the financial sector at Temple University, Retro Fitness, and Norristown Area High School. Limerick Financial Group provides portfolio management, financial planning, and consulting services to individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a combination of fundamental analysis and various trading approaches, offering proprietary asset-allocation and specialty models that include long/short and leveraged mutual-fund strategies alongside traditional investments.

Myriah Lipke is a CFP® professional with eight years at Stone Pine Financial Partners and a total of five years in the financial industry. Prior to joining Stone Pine, she worked at Temple University for 12 years. Stone Pine Financial Partners primarily serves individuals near retirement or recently retired, along with select trusts and estates, offering comprehensive wealth management through strategic, passive-oriented portfolio management combined with financial planning. The firm emphasizes global diversification, low-cost ETFs, systematic rebalancing, and tax-loss harvesting within a small, four-advisor team managing over $250 million in assets.

Angela Bean is a financial advisor with Chartered Advisory Group in Chadds Ford, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at Chartered Advisory Group since 2011 and previously at Securities America Inc. from 2006 to 2023. Chartered Advisory Group provides personalized financial planning and asset management to individuals, trusts, broker-dealer customers, and other business entities. The firm employs both fundamental and technical analysis with strategies ranging from long-term purchases to short-term trading, primarily focused on ETFs and mutual funds, and manages accounts according to each client’s financial situation and risk tolerance.

David Summers is a financial advisor at Eagle Investment Advisors with 18 years of industry experience. He holds the Series 66 designation and has been with Eagle Investment Advisors since 2006. Eagle Investment Advisors provides discretionary and limited non-discretionary portfolio management and financial advice to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm focuses on developing personalized investment policies and broadly diversified portfolios, monitoring accounts regularly, and acting as a fiduciary for retirement plan and IRA clients.

Michael Cocozza is a financial advisor at Kagan Cocozza Asset Management with 18 years of industry experience. He holds a Series 66 designation and has been with the firm since 2010, serving as Co-President. Outside of his advisory role, he is involved in insurance sales and owns and manages personal real estate investments. Kagan Cocozza Asset Management provides discretionary portfolio management and investment supervisory services to individual and high-net-worth clients as well as charitable organizations. The firm’s investment approach combines fundamental value analysis with technical, charting, and cyclical macroeconomic factors, offering continuous portfolio monitoring and regular account reviews.

Abigail Schmid is a CFP® professional with two years of industry experience, currently serving at Stone Pine Financial Partners. Prior to joining Stone Pine, she worked at Waypoint Financial, LLC, and has experience in healthcare and academic settings at Penn Medicine and Temple University. Stone Pine Financial Partners serves primarily individuals near retirement or recently retired, as well as select trusts and estates, offering comprehensive wealth management focused on retirement projections, distribution strategies, and cash flow analysis. The firm employs a strategic, passive-oriented investment approach with global diversification, low-cost ETFs, systematic rebalancing, and tax-loss harvesting, managing client portfolios on a discretionary basis.

Mary Bonfini is a financial advisor with Steven G. Blum and Associates, LLC, based in Swarthmore, PA, with 15 years of industry experience. She has been with the firm since 2004. Steven G. Blum and Associates is an SEC-registered investment adviser serving individuals, families, pension and profit-sharing plans, estates, charitable organizations, and business entities. The firm provides integrated investment consulting and financial planning services with an investment approach centered on financial economics principles, broad diversification, tax efficiency, and low costs.

Aaron Harken is a financial advisor with CGI Wealth Advisors, Inc. He holds a Series 63 designation and has 29 years of industry experience. Prior to joining CGI Wealth Advisors in 2020, he worked at Commonwealth Financial Network for 10 years and has been associated with The Conestoga Group since 2000. In addition to his advisory role, he is involved in fixed insurance sales as an agent with The Conestoga Group. CGI Wealth Advisors provides investment advisory and financial planning services to individual and business clients excluding 401(k)/403(b) plan sponsors. The firm manages approximately $129 million in assets and emphasizes asset allocation and diversification based on Modern Portfolio Theory, with ongoing portfolio monitoring, tax-aware implementation, and systematic withdrawal management.

Anna Allem is a CFP® with six years of industry experience currently serving as a financial advisor at Bannerman Wealth since 2022. Her prior work includes roles at Cooper Financial Group, MassMutual, and SEI Investments Management Corporation. She is also involved with The Arc of Chester County, a nonprofit organization. Bannerman Wealth provides discretionary investment management and comprehensive financial planning services to individual and high-net-worth clients, trusts, estates, business entities, charitable organizations, and retirement plans. The firm’s investment approach emphasizes passive strategies based on Modern Portfolio Theory and a buy-and-hold philosophy, using diversified model portfolios centered on Dimensional Fund Advisors funds.

Alexander Maguire Jr. is a financial advisor at Maguire Investments LLC with 19 years of industry experience. He holds a Series 65 designation and has worked at Maguire Investments since 2012 and at Adare Asset Management, LLC since 2009. Maguire Investments provides continuous investment management services to individuals, trusts, charitable organizations, banks, and retirement plans. The firm employs a generally conservative equity and fixed income strategy, with a specialty in financial-services companies for select clients, and customizes portfolios based on client income needs and restrictions.

Sean Smith is a financial advisor with Chartered Advisory Group who holds a Series 66 designation and has 16 years of industry experience. He has been with Chartered Advisory Group since 2011 and has prior experience at Securities America Inc. from 2011 to 2023. Chartered Advisory Group provides personalized financial planning, ongoing advice and planning membership, and asset management to individuals, trusts, broker-dealer customers, and business entities. The firm combines fundamental and technical analysis, primarily using exchange-traded funds and mutual funds, and offers both discretionary and non-discretionary portfolio management.

Mark Vasquez is a Series 65-licensed financial advisor at Red Spruce Capital, LLC in Berwyn, PA, with 15 years of industry experience. He has been with Red Spruce Capital since 2011. Red Spruce Capital provides discretionary investment management and advisory services to individuals, personal trusts, estates, and corporations, focusing on customized portfolio construction with individual securities, mutual funds, and ETFs. The firm employs a fundamental, generally long-term investment approach with the use of strategies such as cash hedges, options, margin, and short sales under discretionary authority.

Alexander Maguire III is a financial advisor at Maguire Investments LLC with a Series 65 designation and one year of industry experience. Prior to joining Maguire Investments in 2020, he spent six years in full-time education. Maguire Investments provides continuous investment management to individuals, trusts, estates, charitable organizations, banks, and pension and profit-sharing plans. The firm employs a generally conservative equity strategy focused on sustainable earnings, dividends, and company quality, alongside a conservative fixed income approach, and offers specialized portfolio management for financial-services companies.

Dean Vetsikas is a CFP® professional with 20 years of industry experience. He is the sole advisor at Golden Ratio Wealth Management LLC, where he has worked since 2026. Prior to this, he served at Wells Fargo Clearing for 10 years and Morgan Stanley for 5 years. Outside of his advisory role, he is a co-owner of a medical packaging product company through SnapSlide Feeder Fund, LLC. Golden Ratio Wealth Management provides wealth and investment management, financial planning, and retirement plan consulting services. The firm employs a long-term, risk-aware investment approach that combines active and passive strategies and often delegates client assets to third-party managers.

Nicholas Rygiel is a CFP® with 14 years of industry experience, currently advising at Protocol Wealth, LLC. His prior roles include positions at Bank of America, Merrill Lynch, Ironclad Financial, and Blend Financial. He is an investor in L1.co, a technology platform offering non-custodial wealth management tools for clients and financial advisors. Protocol Wealth serves individuals, including high-net-worth clients and digital-asset founders, as well as organizations such as decentralized protocols and trusts. The firm integrates traditional portfolio management with digital-asset advisory and employs strategies including staking, liquidity provision, and yield strategies, offering both discretionary and non-discretionary account management.