Matthew Montenero is a CFP® with 25 years of industry experience. He is currently a financial advisor at MK3 Wealth LLC, where he has worked since 2019. Prior to that, he held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Montenero serves as a committee member on the District Ethics Committee, District IIIB of Burlington County. MK3 Wealth provides financial planning and wealth management services to individuals, small businesses, trusts, estates, and non-profits. The firm employs a combination of fundamental and technical analysis to build diversified portfolios tailored to each client’s risk tolerance and manages approximately $96 million in assets.

Ryan Kirk is a CFA® charterholder and holds the Series 66 designation, with 17 years of experience in the financial industry. He is the principal of The Investment Lab, LLC in Fort Washington, PA, where he has worked since 2018. Kirk has prior experience with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. He also maintains a role as an Investment Advisor Representative and Portfolio Manager at NewSquare Capital, LLC. The Investment Lab, LLC develops and licenses model portfolios focused on U.S. equities, offering growth and dividend strategies built with stocks and ETFs. The firm uses a rules-based process centered on Relative Strength technical analysis combined with fundamental screening, primarily serving affiliate accounts through a unique model-licensing arrangement with another registered adviser.

Frank Pizzichillo V is a CFP® and Series 65-registered financial advisor with three years of industry experience. He has worked at Valley Financial Group since 2022 and previously spent time at Hightower Advisors, LLC and Brinker Capital. Valley Financial Group provides investment management and financial planning services to individuals, families, trusts, charitable organizations, businesses, and pension plans, managing a range of clients from non-wealthy to high-net-worth. The firm employs a top-down, evidence-based investment approach combining macroeconomic analysis with fundamental research and third-party manager allocations, providing discretionary portfolio management primarily through Fidelity custody.

Timothy Drake is a financial advisor at Pegasus Management Services L.L.C. with five years of industry experience. He holds a Series 65 designation and previously worked at The Vanguard Group for 20 years. Pegasus Management Services L.L.C. provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm customizes investment programs based on client goals, time horizons, and risk tolerance, offering both discretionary and non-discretionary portfolio management along with ERISA retirement-plan advisory services.

Robert Mccullough is a CFP® professional with 18 years of experience, currently serving as the sole advisor at Mc2 Financial Advisers, Inc. He has been with Mc2 Financial Advisers since 2003 and is also a partner at McCullough & Company, CPA's, where he performs accounting, consulting, and tax preparation services. Outside of his financial advisory work, he volunteers as a coach for Radnor Wayne Little League and serves as Co-President of the Delaware County Attorney/CPA Forum. Mc2 Financial Advisers provides investment asset management and financial planning services to individuals, trusts, corporations, and retirement plans, focusing primarily on no-load mutual funds and ETFs. The firm emphasizes an asset-allocation and diversification approach with non-discretionary management and periodic performance reviews.

Rachel Allison is a financial advisor at Haddonfield Financial Planning LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Bank of America. Allison serves as Treasurer for the Friends of the Indian King Tavern Museum. Haddonfield Financial Planning provides investment advisory and financial planning services to individuals, trust and estate beneficiaries, retirement plans, and institutional clients, using a diversified, long-term investment approach with strategic asset allocation and discretionary management.

Joseph Purcell is a CFP® with 16 years of experience in the financial services industry. He has worked at Merrill Lynch and Bank of America before joining Wissahickon Wealth Management LLC in 2017. He holds a Series 66 license and is based in Philadelphia, PA. Wissahickon Wealth Management LLC is a small advisory firm serving individuals, affiliated trusts, charitable organizations, and businesses with wealth planning, financial planning, and asset management services. The firm focuses on major life transitions and employs a discretionary, fundamental security-selection approach to portfolio management.

David Fleisher II is a financial advisor at Firstrust Financial Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors and AXA Advisors. He serves as a trustee of Ithaca College and began serving as mayor of Cherry Hill Township, NJ, in 2024. Firstrust Financial Advisors provides financial planning, non-discretionary portfolio management, and pension consulting primarily to institutional clients such as municipalities, trusts, estates, and charitable organizations. The firm emphasizes asset allocation and diversified strategies, offering tailored advice without serving retail individual or high-net-worth clients.

Carey Morgan is a CFP® and ChFC® with seven years of experience in financial advising. He is a partner at Livelhood LLC in Philadelphia, where he has worked since 2016, and previously spent three years at New Century Trust. Morgan serves as Treasurer and Board Member of The Merchant Fund, a nonprofit that makes grants to small businesses, where he advises on financial matters and develops long-term financial strategy. Livelhood LLC provides fee-only, advice-only financial planning and educational services to individuals, business owners, and families. The firm emphasizes long-term, globally diversified investment recommendations without managing client assets and offers public and employer-sponsored educational seminars.

Jaan Larkin is a financial advisor at StratFI with a Series 65 designation and one year of industry experience. Prior to joining StratFI, he worked at Strategic Foresight Investments LLC and has held roles in both academic and corporate settings, including the University of Delaware and Wawa. StratFI provides discretionary investment management and financial consulting to individuals, high-net-worth clients, personal trusts, estates, and businesses. The firm combines a thematic STEEP framework with fundamental and technical analysis, and operates a market-timing and signal-provider service that delivers model-generated recommendations to other advisers and institutions.

Charles Minnich IV is an investment advisor representative with Foundation Capital Management, LLC and holds Series 63 and Series 65 licenses. He has 35 years of experience in the financial industry, including roles at Securities America, Inc. and The Marshall Financial Group LLC. Minnich serves on the Board of Trustees for Ancillae Assumpta Academy and participates in the investment committee and board at LaSalle College High School. Foundation Capital Management, LLC provides fee-for-service financial planning and discretionary portfolio management to individuals, trusts, and corporations, with a significant number of high-net-worth clients. The firm utilizes an active, model-driven investment approach and manages approximately $244 million in discretionary assets.

Lonnie Coombs is a CPA and principal of Coombs Wealth Advisory, LLC with 11 years in wealth advisory and over 39 years in accounting and tax services through his own CPA firm. He leads Coombs Wealth Advisory, which he founded in 2015 in Blue Bell, PA. Coombs also owns and operates a tax and accounting firm under his name. Coombs Wealth Advisory provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm focuses on diversified, tax-sensitive portfolios using fundamental analysis and offers personalized, partner-level involvement through a small client base and affiliation with a tax and accounting firm.

George Foley is a financial advisor with Dillon Capital Management, holding a Series 66 designation and 16 years of industry experience. He has been with Dillon Capital Management since 2012. Dillon Capital Management provides investment management and consulting services to individual and institutional clients, including pension plans and insurance companies. The firm employs a long-term, risk-aware investment approach that integrates quantitative screening and fundamental research, managing a range of separately invested strategies with active monitoring and tactical adjustments.

James Lynch is a CFP® and holds a Series 65 license with 36 years of experience at Lynch Investment Planning, LLC. He is based in Newtown Square, PA, and has been with the firm since its founding in 1990. Lynch Investment Planning, LLC provides comprehensive financial planning and investment supervisory services to individuals, including high-net-worth clients, as well as institutional clients such as charitable organizations and retirement plan sponsors. The firm employs a strategic asset-allocation approach and offers additional services including standalone financial planning, tax return preparation, and retirement plan consulting.

Carol Scicchitano is a financial advisor with Philadelphia Partners Capital Management, LLC, holding a Series 63 designation and bringing 28 years of industry experience. She has worked at Boenning & Scattergood Inc., CV Brokerage, Inc., and Chapin Davis Investments prior to her current role. Philadelphia Partners Capital Management provides discretionary investment management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm focuses on fundamental analysis with an emphasis on large-cap growth equities, while incorporating mutual funds, ETFs, and tax considerations in portfolio construction.

Joanne Keller is a financial advisor at The Aranda Group Advisors, LLC with 38 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Raymond James & Associates for 12 years. Outside of financial advising, she is employed part-time in cleaning services at a local company. The Aranda Group Advisors, LLC is a four-advisor registered investment adviser serving individuals, families, trusts, non-profits, pensions, and businesses with asset management and financial planning. The firm emphasizes client-specific financial plans with long-term, diversified asset allocation strategies, offering both discretionary and non-discretionary portfolio management as well as access to third-party sub-managers and securities-based lending programs.

Mark Watkinson is a financial advisor with Watkinson Capital Advisors LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Watkinson Capital Advisors since 2017 and previously spent three years at A.H. Williams & Co. Outside of his advisory role, he manages a rental property. Watkinson Capital Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing discretionary portfolio management, municipal bond strategies, and asset management services. The firm’s approach focuses on tax-advantaged fixed income, utilizing a Municipal Bond Advantage laddering strategy and a Core-Plus hybrid strategy that combines laddered allocations with a levered trading component.

Kent Addis is a financial advisor with Addis & Hill, Incorporated, holding Series 63 and Series 65 designations and 25 years of industry experience. He has been with Addis & Hill since 2000. Outside of his advisory role, he is a partner and owner of A&H Properties, LLC, a business involved in the buying and selling of commercial and residential real estate. Addis & Hill 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 ETFs and individual bonds, supported by proprietary and third-party planning tools and collaboration with outside professionals.

Jacob Wolfman is a financial advisor at Sensenig Capital Advisors, Inc. with three years of industry experience. He holds a Series 65 designation and previously worked at Lehigh Heavy Forge Corp. and North American Forgemasters. Sensenig Capital Advisors serves individual clients, including high net worth individuals, as well as retirement-plan sponsors and participants. The firm focuses on long-term, globally diversified portfolios using Modern Portfolio Theory principles and typically manages accounts on a discretionary, buy-and-hold basis with a preference for passively managed mutual funds and ETFs.

Robert Arnold is a financial advisor at Arnold Investment Group with 18 years of industry experience. He holds a Series 65 designation and has been with Arnold Investment Group since 2005. Outside of his advisory role, he is involved in several bicycle-related businesses, including ownership interests in retail and consignment operations. Arnold Investment Group provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $76.8 million for a small client base, focusing on tailored asset allocation and diversification with an emphasis on individual securities and no-load mutual funds.