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.

Jacob Salzmann is a financial advisor at Costello Asset Management, Inc. with six years of industry experience. He has been operating a business under the name The Wire Fun since 1997. Costello Asset Management provides investment advisory services to individuals, non-profits, trusts, estates, and other business entities on a fee-only basis. The firm emphasizes asset allocation tailored to each client’s risk tolerance through globally diversified portfolios and employs discretionary management with regular client reviews and reporting.

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.

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.

Robert Lutey is a financial advisor with Rational Capital Advisors LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Dillon Capital Management and Red Brick Road Capital LLC, as well as work in public and impact investing and private investment consulting. Rational Capital Advisors provides financial planning and discretionary investment management primarily to high-net-worth individuals and institutional clients, focusing on a long-term investment approach grounded in fundamental analysis and a business-owner perspective.

Tony Tran is a financial advisor at Wissahickon Wealth Management LLC in Philadelphia, PA, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank and Merrill. Wissahickon Wealth Management provides wealth planning and investment management services to individuals, trusts, charitable organizations, and businesses, focusing on both high-net-worth and non-HNW clients. The firm emphasizes life-transition financial planning and manages portfolios with a fundamental security-selection approach, offering a distinctive wrap fee program as the sole portfolio manager.

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.

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.

Matthew West is a financial advisor at NexWealth LLC in Philadelphia, PA, holding Series 63 and Series 65 designations with 28 years of industry experience. He has held advisory roles at Long Short Advisors and WSFS Capital Management and serves as CEO of Long Short Advisors, LLC, an affiliated registered investment adviser. NexWealth provides discretionary investment management and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach emphasizes asset allocation across multiple asset classes, employs third-party sub-advisors for certain mandates, and incorporates the use of derivatives and borrowing within separately managed accounts, distinguishing it among peers through its affiliation with Long Short Advisors and unique risk management practices.

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.

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.

Albert Denton is a financial advisor at Borer Denton & Associates, Inc. with 41 years of industry experience. He holds a Series 63 designation and has worked at Henley & Company LLC since 2017 as well as at Petersen Investments, Inc. from 2005 to 2017. In addition to his advisory role, Mr. Denton serves on various compensated boards unrelated to investment activities. Borer Denton & Associates is a SEC-registered investment adviser serving individuals, pension and profit-sharing plans, and businesses. The firm manages approximately $401 million for about 211 clients through a team of four advisors, employing a mix of fundamental, quantitative, and qualitative analysis with a focus on long-term investment strategies.

Ty Mcgilberry is a financial advisor with Pegasus Management Services L.L.C. in King of Prussia, PA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His career includes roles at Empower Mortgage Partners, Lincoln Financial Advisors Corp, and Securian Financial Services. In addition to his advisory work, he is an insurance agent offering health, disability, and life insurance products through Pegasus Financial Planning. Pegasus Management Services L.L.C. provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, and businesses. The firm customizes investment strategies based on client goals, time horizon, and risk tolerance, offering both discretionary and non-discretionary portfolio management along with ERISA retirement-plan advisory services.

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.