David Lynch is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He founded Lynch Investment Planning, LLC, where he has worked for two years following prior roles at Wealth Enhancement Group and Hoover Financial Advisors. Lynch Investment Planning serves individuals, charitable organizations, and employer-sponsored retirement plans, offering investment management, financial planning, retirement plan consulting, and seasonal tax preparation. The firm employs a risk-based, diversified asset allocation approach and acts as an ERISA fiduciary for retirement plans, combining investment, tax, insurance, and consulting services.

Stephen Way is a CFP® and holds a Series 65 license, with 11 years of experience in financial advising. He has been with Setarcos Wealth Advisors LLC since 2014. Setarcos Wealth Advisors LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management alongside financial planning and consulting. The firm uses a customized, fundamental-analysis approach with a generally long-term orientation and offers planning services without separate charges to investment management clients.

Voltaire Escalona is a financial advisor at Arsenal Capital Advisors LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Goldman Sachs & Co., JPMorgan Chase, and Symphony Communication Services Holdings LLC. Arsenal Capital Advisors LLC serves select individuals, high-net-worth families, charitable organizations, and ERISA-qualified plans. The firm provides portfolio management and financial planning based on individualized Investment Policy Statements, employing a range of analytical methods and strategies, and offers ERISA fiduciary services as part of its investment approach.

Nicole Carson, CFP®, is the Founder and Wealth Planner at 2nd Story Wealth, a boutique, fee-only firm dedicated to helping clients build, manage, and align their wealth with the life they truly want to live. With over 20 years of experience, including leadership roles working with ultra-high-net-worth families, Nicole has guided clients through complex financial decisions involving investments, taxes, equity compensation, and long-term planning. What sets Nicole apart is not just her technical expertise, but how she shows up for her clients. She understands that behind every balance sheet is a person navigating career demands, family priorities, and evolving goals. Her work is grounded in helping clients create clarity and confidence, especially during periods of change, whether that’s a new opportunity, a business transition, family changes, or preparing for retirement. Nicole’s planning style is both strategic and approachable. She breaks down complex topics into clear, actionable steps and partners closely with clients to implement them over time. Her goal is to ensure clients feel organized, proactive, and in control, not overwhelmed. At her core, Nicole believes wealth should create options: the ability to spend more time with family, pursue meaningful work, give back, and build something that lasts. Through thoughtful planning and ongoing partnership, she helps clients move from simply doing well to living well... with intention. Nicole earned her Bachelor of Science in Finance from DeSales University, and went on to earn her Masters in Business Administration at Holy Family University, graduating with Honors. She also holds the CERTIFIED FINANCIAL PLANNER™ designation. Some of her memberships include Financial Planning Association (FPA) and Association for African American Financial Advisors, and Alpha Kappa Alpha Sorority, Inc. When she is not spending time with her clients, she is spending quality time with her husband Tarif, daughters Karessa and Kennedy, and sons Chris and Michael.

Alvin Clay III is a CFP® and PFS™ credentialed advisor with 10 years of industry experience. He has been with Alvin Clay Financial Advisors, LLC since 2015, where he works as part of a five-advisor team based in Jenkintown, PA. Alvin Clay Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, corporations, and private education institutions. The firm offers discretionary portfolio management, financial and pension consulting, and tax-related services, utilizing model portfolios and managed accounts primarily invested in mutual funds and ETFs, with some accounts holding individual stocks and bonds through sub-advisers.

David Dewitt is a CFP® with 29 years of industry experience. He has been with DeWitt Capital Management since 1998. DeWitt Capital Management offers portfolio management, financial consulting, and sub-advisory services to individuals, trusts, and estates, including high-net-worth clients. The firm integrates fundamental and technical analysis with local research and third-party tools to create diversified portfolios and manages an Energy Income Strategy focused on master limited partnerships.

Kyle Rolek is a CFP® professional with 16 years of industry experience, currently serving as the sole advisor at Rolek Retirement Planning in Berwyn, PA. He previously worked at Rolek Wealth Management LLC for 10 years and Rolek Advisory LLC for 2 years. In addition to financial advising, Rolek spends part of his time selling insurance products to retail clients. Rolek Retirement Planning provides financial planning and investment management services to individuals, high net worth clients, trusts, and retirement accounts. The firm focuses on customized portfolios using fundamental analysis, emphasizing low-cost mutual funds and ETFs, and offers educational services such as retirement planning seminars and published materials.

Kelly Bashore is a financial advisor at Addis & Hill, Incorporated with nine years of industry experience. She holds a Series 65 designation and has been with the firm since 2006. Addis & Hill, Incorporated provides comprehensive financial planning and discretionary investment management to individuals, families, and trusts, primarily serving clients with mid-six-figure to multi-million dollar investible assets. The firm uses a data-driven portfolio optimization approach focused on controlling volatility and reducing prolonged drawdowns, combining proprietary and third-party planning tools and collaborating with outside professionals for tax, legal, and insurance matters.

Burwell Hutchinson III is a CFP® professional with 21 years of industry experience, currently serving at Foundation Wealth Management, LLC since 2024. He previously worked for Integrated Wealth Advisors, LLC for 17 years. Outside of his advisory role, Hutchinson provides tax preparation and accounting services as a CPA through Integrated Tax and Business Services, LLC, and also serves as a notary public. Foundation Wealth Management serves individuals, high-net-worth clients, and charitable organizations with comprehensive wealth management that integrates financial planning and discretionary investment management. The firm follows a fee-only model and manages portfolios using fundamental analysis across various asset classes, with most client assets managed on a discretionary basis.

Troy Moyer is a CFP®-certified financial advisor with 21 years of industry experience. He is the principal of Moyer Wealth Management in Lansdale, PA, where he has worked since 2017, following previous roles at First Capital Advisors Group and HJ Wealth Management LLC. Outside of financial advising, he serves on the board of a local youth soccer league. Moyer Wealth Management provides investment advisory services, portfolio management, and financial planning to individual and high-net-worth clients. The firm combines tax preparation and bookkeeping through its CPA ownership and employs a range of investment strategies tailored to clients’ objectives, risk tolerance, and time horizons.

Julie Purcell is a financial advisor at Wissahickon Wealth Management LLC with nine years of industry experience. She holds a Series 65 designation and has worked at Wissahickon Wealth Management since 2017. Outside of financial advising, she is involved with Vistar Media, a software company, where she serves as an office manager handling administrative tasks and event logistics. Wissahickon Wealth Management provides wealth planning and investment management services to individuals, trusts, charitable organizations, and businesses, serving both high-net-worth and non-HNW clients. The firm focuses on fundamental security selection and life-stage planning, managing client portfolios on a discretionary basis and sponsoring its own wrap fee program.

Yvonne Fu is a financial advisor at Rational Capital Advisors LLC with eight years of industry experience. She holds the Series 65 designation and has worked at Dillon Capital Management and Red Brick Road Capital LLC. Rational Capital Advisors provides financial planning and discretionary investment management to high-net-worth individuals and institutional clients, focusing on a long-term, business-owner investment approach primarily using listed common stocks and tailored portfolios.

James Fisher is a financial advisor at The Aranda Group Advisors, LLC with nine years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates and as an independent contractor. Fisher is a co-chair of Tire Rack Street Survival through the Philadelphia Region Sports Car Club of America and serves on the boards of Nancy's House and the Eastern Montgomery County Chamber of Commerce. The Aranda Group Advisors, LLC serves individuals, high-net-worth families, trusts, non-profits, pensions, and businesses with asset management and financial planning. The firm emphasizes long-term, diversified asset allocation and tax efficiency, offering both discretionary and non-discretionary portfolio management along with access to third-party managers and a securities-based lending program.

Matthew Obrien is a financial advisor at O'Brien Greene & Co Inc with 11 years of industry experience. He holds a Series 65 designation and has been with O'Brien Greene & Co Inc since 2012. O’Brien Greene serves high-net-worth individuals, families, trusts, charities, and pension/profit-sharing plans by providing discretionary portfolio management, financial planning, and 401(k) consulting. The firm uses a long-term buy-and-hold investment approach, constructing diversified equity portfolios typically consisting of about 25 individual stocks with historically low turnover, while also managing fixed income and utilizing ETFs, REITs, and high-yield bonds to meet client needs.

Brian Brogan is a financial advisor with Brogan Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Alden Investment Group, Exemplar Wealth Advisors, and Oppenheimer, as well as founding Brogan Group Investment Advisors. Brogan also serves as an adjunct professor of finance and director of the Institute for Financial Business and Economics at Saint Joseph's University. Brogan Asset Management, LLC provides personalized financial planning and discretionary investment management primarily to individual clients. The firm employs a documented investment policy process and combines fundamental, technical, and cyclical analysis to manage portfolios, offering fee-based financial planning without selling commissioned insurance or annuities.

Tyler Breder is a CFP® professional with nine years of experience in the financial services industry. He has worked at PTM Wealth Management, LLC since 2020 and previously held roles at Charles Schwab and The Vanguard Group. PTM Wealth Management is a small, supported registered investment adviser managing approximately $175 million for individual and high-net-worth clients. The firm offers discretionary investment management combined with financial planning, using a long-term investment approach focused on fundamental analysis and primarily employing low-cost mutual funds and ETFs.

Mark Obrien is a financial advisor at O'Brien Greene & Co Inc with 34 years of industry experience. He holds a Series 63 designation and has been affiliated with O'Brien Greene & Co. since 1987. O'Brien Greene serves high-net-worth individuals, families, trusts, charities, and pension and profit-sharing plans, providing discretionary portfolio management, financial planning, and 401(k) consulting. The firm emphasizes long-term buy-and-hold portfolios primarily composed of individual equities selected through fundamental and technical analysis, with diversified sector exposure and low turnover.

Laurence Kagan is a financial advisor at Kagan Coccoza Asset Management with 18 years of industry experience. He holds a Series 66 designation and has worked at the firm since 2010, with a brief period at Goldstein Law Group LLC from 2018 to 2022. Outside of his advisory role, he is involved in restaurant development through Free Hugs, LLC. Kagan Coccoza Asset Management provides discretionary portfolio management and investment supervisory services to individual and high-net-worth clients as well as charitable organizations. The firm manages approximately $165 million across a two-advisor team, emphasizing fundamental value analysis alongside technical and macroeconomic considerations in its investment approach.

Scott Volkers is a financial advisor at The Investment Lab, LLC with 14 years of industry experience. He has held roles at Cambridge Investment Research Advisors, Inc. and Volkers Capital Corp prior to his current position. Outside of his advisory work, he serves as a Lead Technical Analyst in integration delivery for Indeed, focusing on systems that support job placement services. The Investment Lab primarily develops and licenses rules-based U.S. equity model portfolios to affiliated accounts and a third-party registered adviser. The firm’s approach combines Relative Strength technical analysis with fundamental screening and emphasizes in-house research and data analytics.

Lucas Zaba is a financial advisor at Goal Quest Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at Camelback Resort and was a student for ten years. Goal Quest Advisors is an independent, fee-only registered investment adviser managing approximately $109 million for around 45 clients, including individuals, high-net-worth families, trusts, non-profit organizations, privately owned businesses, and ERISA pension/profit-sharing plans. The firm emphasizes disciplined asset allocation and broad diversification, integrating financial planning with portfolio management and offering pension consulting services.