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.

Samuel Fiechter is a financial advisor with Walnut Green Asset Management, LLC, holding a Series 65 designation and 13 years of industry experience. He has been with Walnut Green since 2013 and is also a limited partner in Chalk Creek SLP, LP. Outside of his advisory role, he serves as vice president of CID, Inc., a real estate holding company, and manages Brookdale Farm Management, LLC. Walnut Green Asset Management provides discretionary portfolio management primarily for high-net-worth individuals and related entities. The firm manages separate accounts with a long-term, fundamentals-based approach and serves as co-investment adviser to a private pooled fund that combines equity compounding with tactical positioning across asset classes.

John Mann is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Trinity Wealth Management, LLC since 2007 and is currently part of a four-advisor team in Berwyn, PA. Outside of his advisory role, he conducts educational seminars through Trinity Financial Education. Trinity Wealth Management serves individuals, high-net-worth clients, trusts, estates, and employer retirement plans, offering portfolio management, financial planning, and pension consulting. The firm employs a combination of technical analysis, smart-beta factor strategies, and index investing, with a focus on risk-based allocations and tax-efficient asset management.

Robert Pedrick is a financial advisor at Chartered Advisory Group with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Chartered Financial Group, Inc. since 2004 and Securities America, Inc. from 2005 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, focusing on ETFs and mutual funds, and manages accounts based on clients’ financial situations, objectives, and risk tolerance.

Andrew Mudalel is a financial advisor at Element Risk Wealth Advisors with one year of industry experience. He has previously worked at The Quantify Group and Fischer Cunnane & Associates LTD. Outside of his advisory role, he is a co-founder and partner of Capstone Consulting Company LLC, a bookkeeping firm serving small businesses. Element Risk Wealth Advisors provides discretionary asset management, financial planning, and retirement plan consulting to institutional and individual clients, including ERISA plan services. The firm employs a discretionary investment process that incorporates fundamental, technical, charting, and cyclical analysis, and utilizes third-party managers when appropriate.

Tamara Kraig is a CFP® with 23 years of industry experience, currently serving at Bruce A. Kraig Associates since 1996. She holds a Series 63 license and works in West Chester, PA. Bruce A. Kraig Associates is a fee-based registered investment adviser that manages discretionary portfolios for individuals, small businesses, and retirement plans. The firm uses a top-down fundamental analysis approach to build diversified portfolios primarily with mutual funds, focusing on risk management and ongoing monitoring.

Robert Maguire is a Series 65-licensed advisor with 12 years of industry experience. He has been with Maguire Investments LLC since 2012, where he is part of a four-advisor team based in King of Prussia, PA. 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, combined with a conservative fixed income approach tailored to clients’ income needs and restrictions.

Andrew Herron is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Stone Pine Financial Partners since 2013. Outside of advisory work, he serves as an insurance sales representative and has experience as an assistant high school tennis coach. Stone Pine Financial Partners serves individuals near or in retirement, as well as select trusts and estates, offering comprehensive wealth management focused on retirement planning and cash flow analysis. The firm employs a strategic, passive investment approach emphasizing low-cost ETFs, global diversification, and systematic rebalancing.

Thomas Goldsmith Jr. is a financial advisor at Flagship Capital Management Inc with 32 years of industry experience. He has been with Flagship Capital Management since 1990. Flagship Capital Management provides investment management and financial planning services to individuals, corporations, pension and profit-sharing plans, foundations, trusts, and endowments. The firm employs a combination of fundamental analysis, technical methods, and macroeconomic assessment to create individualized equity and fixed-income portfolios, managing client relationships primarily on a discretionary basis.

Alexander Maguire is a CFA® charterholder with 32 years of industry experience. He is the principal of Maguire Investments LLC, where he has worked since 2012. His prior experience includes roles at Adare Asset Management from 2010 to 2012 and Dearden, Maguire, Weaver & Barrett, LLC from 1991 to 2009. Maguire Investments LLC provides discretionary and non-discretionary investment management services to individuals, high-net-worth clients, trusts, charitable organizations, banks, and pension plans. The firm employs a conservative equity and fixed-income approach, combining fundamental analysis with technical and cyclical trend research, and offers specialized financial-services portfolios alongside tailored client strategies.

Benjamin Durham is a financial advisor with Valen Private Capital, LLC, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Bank of America, Merrill, and MassMutual, among others. He also serves as a Relationship Manager for life and health insurance products at Lenox Advisors. Valen Private Capital is an SEC-registered investment adviser managing approximately $482.6 million for high-net-worth individuals, families, trusts, estates, and institutional clients. The firm offers discretionary and non-discretionary investment management, financial planning, ERISA plan advisory, and oversight of Independent Managers, employing a blended active and passive investment approach tailored to client objectives and risk tolerance.

James Gibson is a financial advisor at Apricus Wealth LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at BB&T Securities and operating as a self-employed advisor before joining Apricus Wealth in 2021. Apricus Wealth is a registered investment adviser serving individuals—including high-net-worth clients—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, providing integrated financial planning and ongoing account monitoring.

Our goal is to be a trusted advisor to our clients, bringing simplicity to complicated financial matters. We have structured our business so that we ALWAYS act as a fiduciary and in your best interest. People are often surprised to learn that most financial planners are limited to when they act as a "fiduciary" and not through the entire advisor-client relationship. For these advisors their primary obligation is to the firm; their secondary obligation is to their client. At Rockford Financial Planning, it is our job and responsibility to get you and your family access to the best services and resources available in the industry, regardless of where they are housed. After developing a true understanding of each client’s circumstances and family dynamics, we use a disciplined approach to customize a comprehensive financial plan. Then we work together to manage your finances and investments with the plan serving as a map for a clear path forward. Our transparent fee schedule makes it easy to understand exactly how we get paid. We are "fee only," which should not be confused with "fee based." There are no hidden fees.

Paul Bechtelheimer is a financial advisor at Anchored Financial Planning LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones. Outside of his advisory role, he serves as a head youth soccer coach for Real JFC Soccer Club in Medford, NJ. Anchored Financial Planning LLC provides investment advisory and financial planning services to individual and high net worth clients, managing discretionary and non-discretionary accounts. The firm customizes portfolios based on client objectives, time horizon, and risk tolerance, employing a range of strategies including asset allocation and technical analysis.

Kyle North is an advisor at CMG Capital Management Group, Inc. with two years of industry experience. He holds the Series 65 and Series 63 designations. His work history includes roles at Metric Financial, LLC, Amera Securities LLC, and Raymour & Flanigan, among others. CMG Capital Management Group serves individual and high-net-worth clients through discretionary and non-discretionary portfolio management and also provides asset-management platform services to other advisers. The firm employs a mix of systematic, quantitative, and tactical strategies across various asset classes and manages affiliated pooled vehicles while supporting other advisers through its platform.

Erik Evans is a CFP® and holds a Series 65 license with 15 years of experience in the financial industry. He is the sole advisor at Goal Quest Advisors, LLC, where he has worked since 2011. GoalQuest Advisors is a fee-only registered investment adviser managing approximately $109 million for around 45 clients, including individuals, families, trusts, non-profits, privately owned businesses, and ERISA pension/profit-sharing plans. The firm combines comprehensive financial planning with discretionary investment management, emphasizing disciplined asset allocation, broad diversification, and a mix of active and passive strategies.

Ayden Dougherty is a financial advisor at Element Risk Wealth Advisors in West Chester, PA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Element Risk Wealth Advisors, Dougherty worked for the City of Philadelphia and its Shissler Recreation Center for six years. Element Risk Wealth Advisors provides discretionary asset management, financial planning, and retirement plan consulting to institutional and individual clients. The firm offers a formal pension consulting practice and uses a discretionary investment process that includes fundamental, technical, charting, and cyclical analysis, often allocating assets to third-party managers.

Adam Varrenti III is a financial advisor with Legacy Advisory Services, LLC, holding a Series 66 designation and 21 years of industry experience. He has been associated with Legacy Advisory Services and Legacy Wealth Management since 2008 and has worked at Fortune Financial Services, Inc. since 2018. Legacy Advisory Services provides discretionary investment supervisory and portfolio management services along with financial planning to individuals—including both high-net-worth and non-HNW clients—as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach focused on risk-adjusted returns and invests across a broad range of instruments, generally managing accounts on a discretionary basis.

Christopher Crooks is a CFP® and CFA® with nine years of industry experience. He has worked at Tower Bridge Advisors since 2020 and previously held positions at Bank of America, Merrill Lynch, and Alphaone Capital Partners. Tower Bridge Advisors provides discretionary and non-discretionary investment management and advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with fundamental research, managing core equity holdings on a growth-at-a-reasonable-price basis and fixed income in laddered maturities, while also actively managing private investment funds that utilize more concentrated, sector-focused strategies.