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.

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.

Jacob Weaver is a financial advisor at Benchmark Financial, LLC with 19 years of industry experience. He holds a Series 65 designation and previously worked at Lau Associates LLC from 2016 to 2019. Benchmark Financial, LLC is a registered investment adviser that serves individuals, including high net-worth clients, charitable organizations, and businesses. The firm focuses on passive portfolio construction using index mutual funds, ETFs, U.S. government bonds, and other fixed income instruments, with client plans tailored to goals, risk tolerance, and tax considerations.

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.

Sean Smith is a financial advisor at Chartered Advisory Group with 15 years of industry experience. He holds a Series 66 designation and has worked at Chartered Advisory Group since 2011, previously affiliated with Securities America Inc. from 2011 to 2023. Chartered Advisory Group provides personalized financial planning and asset management services to individuals, trusts, broker-dealer customers, and business entities. The firm employs both fundamental and technical analysis with a focus on ETFs and mutual funds, managing accounts according to clients’ financial situations and risk tolerance.

Marissa Frizzell is a financial advisor at Abridge Partners, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Proteus, LLC from 2021 to 2025 and Sei from 2012 to 2021. Abridge Partners serves high-net-worth individuals, charitable organizations, and corporate pension and profit-sharing plans. The firm employs a combination of active and passive investment strategies within an institutional, core-and-satellite framework and provides investment management, financial planning, and consulting services.

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.

Thomas Caffrey Sr. is a financial advisor at Moyer Wealth Management with 11 years of industry experience. He previously worked at Main Line Financial Advisors for 10 years and operated Caffrey Retirement Solutions for three years before joining his current firm. Moyer Wealth Management serves individual and high-net-worth clients by providing investment advisory services, portfolio management, and financial planning. The firm integrates tax preparation and bookkeeping through its CPA parent company and offers tailored investment strategies with regular account reviews.

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, and Ironclad Financial. He is an investor in L1.co, a technology platform offering non-custodial wealth management tools for clients and advisors. Protocol Wealth serves individuals, high-net-worth clients, founders of digital-asset projects, decentralized organizations, and various institutional clients. The firm combines traditional portfolio management with digital-asset advisory, utilizing onchain strategies and AI-driven research, and offers flexible billing models including subscription retainers.

Jose Flores Sanchez is a CFA® charterholder with seven years of industry experience. He has worked at Enduro Capital Partners LLC since 2019 and previously held roles at SEI Inc and Northeast Asset Advisors. Enduro Capital Partners LLC provides discretionary portfolio management and limited financial planning to individual and high-net-worth clients. The firm utilizes modern portfolio theory and a combination of equities, mutual funds, ETFs including leveraged ETFs, and fixed-income securities, structuring portfolios based on client risk and return objectives.

Vance Palmer is a financial advisor with CGI Plan Advisors, Inc. He holds a Series 63 designation and has 45 years of industry experience. Prior to his current role, he was associated with Commonwealth Financial Network for 19 years and has been involved with The Conestoga Group, Inc. since 1986, where he is the sole shareholder. He also manages The Conestoga Group, Inc., a company that sells fixed insurance products and provides benefit administration services. CGI Plan Advisors primarily serves 401(k), profit-sharing, and other pension plans, advising on plan investment menus and fiduciary governance for approximately $211 million in assets. The firm emphasizes diversified asset allocation based on Modern Portfolio Theory and provides consulting services focused on pension plan governance and participant education.

Ernest Cecilia is a CFA® charterholder with 12 years of industry experience. He has worked at Apricus Wealth LLC since 2021 and previously spent eight years at Bryn Mawr Trust. Apricus Wealth LLC is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tailored, discretionary investment process combining fundamental and technical analysis with long-term strategies and portfolio rebalancing, managing approximately $356 million in regulatory assets through a four-advisor team.

Jason Lazurick is a financial advisor at Schuylkill Financial, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Schuylkill Financial since 2007. Schuylkill Financial, LLC serves individual and high-net-worth clients, managing approximately $123.6 million in discretionary assets for around 126 clients. The firm employs a combination of fundamental, technical, charting analysis, and modern portfolio theory to build portfolios, using mutual funds, ETFs, options, and margin as appropriate.

Neil Kauffman is a financial advisor at Kauffman & Drebing with 34 years of industry experience. He has been with the firm since 1982. Kauffman & Drebing provides fee-only financial planning to individuals, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm delivers tailored, written investment and financial advisory reports without managing or taking custody of client assets, focusing on long-term asset allocation based on independent research.

Michael Diaz is a financial advisor at PeterAlexander with seven years of industry experience. He holds a Series 66 designation and has worked at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, and Bankers Life & Casualty Co. Outside of his advisory role, Diaz is involved in sports entertainment as a social media director for The Green Legion and as a cohost on a Philadelphia sports radio podcast. PeterAlexander primarily serves individuals, profit-sharing plans, trusts, and business entities by referring clients to third-party registered investment advisers and providing standalone financial planning and consulting. The firm acts as a solicitor and does not manage client securities directly, focusing instead on facilitating introductions and administering life insurance policies and annuity contracts.