John Aneser is a financial advisor at Barnstone Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining Barnstone Advisors, he worked at Furman University for five years and taught at Conestoga High School for four years. Barnstone Advisors is a small, privately owned registered investment adviser managing over $200 million for a concentrated client base that includes individuals, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management and financial planning, using model portfolios tailored to client-specific factors and employing a mix of fundamental analysis, charting, and modern portfolio theory.

Christopher Zafiriou is a CFA® charterholder and principal at Flax Pond Capital, LLC, with three years of industry experience. He previously worked at Glenmede Trust Company for 14 years before founding Flax Pond Capital. In addition to his advisory role, he provides independent consulting services to a private equity firm. Flax Pond Capital serves high-net-worth individual clients, offering discretionary portfolio management and financial planning tailored to client objectives and restrictions. The firm employs a range of investment strategies, including fundamental and cyclical analysis, and manages substantial assets under a single-advisor model, providing access to diverse investment types through a single custodian platform.

Matthew Ramer is a Series 66-registered advisor with MOR Wealth Management, LLC, based in Philadelphia, PA. He has 27 years of industry experience, including over a decade at MOR Wealth Management and nine years previously with Commonwealth Financial Network. Outside of finance, he is the sole owner and audio mastering engineer of Digilog Sound and serves on the boards of Spring Garden Pictures and Weathervane Music. MOR Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting primarily for high-net-worth individuals, trusts, estates, and businesses. The firm employs a long-term investment approach that utilizes low-cost diversified mutual funds and ETFs, alongside individual stocks and bonds, managing accounts on a discretionary basis tailored to clients’ goals, risk tolerance, and time horizon.

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 with Wealthcare Solutions, LLC in Radnor, PA, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has been with Wealthcare Solutions since 2002. In addition to his advisory role, he consults to CPAs through an affiliated investment-related account practice. Wealthcare Solutions provides comprehensive financial planning and personal wealth management primarily to individual clients, including business owners and professionals, utilizing a proprietary blend of fundamental, technical, and cyclical analysis across diversified model portfolios. The firm also offers subscription-based financial planning, discretionary and non-discretionary portfolio management, and is notable for its advisory role on insurance and annuity products.

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.

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 with 16 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2015 to 2022. Tran holds Series 63 and Series 66 licenses and is based in Philadelphia, PA. Wissahickon Wealth Management LLC serves individuals, affiliated trusts, charitable organizations, and businesses with wealth planning, financial planning, and asset management services. The firm focuses on planning around major life transitions and manages discretionary portfolios tailored to client objectives, using a fundamental security-selection approach across various asset classes.

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.

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 with NexWealth LLC in Philadelphia, PA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He serves as CEO of Long Short Advisors, LLC, an investment advisory firm linked to a mutual fund. NexWealth provides continuous investment advice and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a disciplined investment process that includes asset allocation, mutual funds and ETFs, individual security selection, and the use of third-party sub-advisors, with a formal due-diligence program and discretionary authority over most accounts.

Jameson Coslow is a financial advisor at Cross Border Financial Planning USA LLC with two years of industry experience. He holds a Series 65 designation and previously worked at CURI RMB Capital, LLC and Campbell & Company. His background also includes service with the Peace Corps. Cross Border Financial Planning USA LLC manages approximately $115 million for around 134 clients, including high net worth individuals. The firm provides discretionary and non-discretionary portfolio management, financial planning, and estate-planning support, with a focus on cross-border clients and a range of investment strategies.

Anthony Philips is a financial advisor at Percent Advisors LLC with a Series 66 designation and four years of industry experience. His career includes roles at Macquarie Investment Management and Deloitte. Percent Advisors LLC provides discretionary and non-discretionary investment advisory services to institutional clients and high-net-worth investors, specializing in private credit and structured credit investments through separately managed accounts and privately offered pooled vehicles. The firm’s investment process emphasizes private credit underwriting, collateral and structural analysis, counterparty due diligence, and data-driven modeling across direct lending, asset-backed finance, and specialty finance strategies.

Adam Puff is a financial advisor at Haddonfield Financial Planning LLC with 21 years of industry experience. He has worked previously at Wealth Management Associates and Securities America, Inc. He serves as 3rd Vice President on the board of the Haddonfield Lions Club and is the head of the investment committee for the Haddonfield Educational Trust. Haddonfield Financial Planning provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as trusts, retirement plans, and other institutional clients. The firm employs a diversified, long-term, buy-and-hold investment approach and includes insurance products as part of its offerings.

Mark Vasquez is a financial advisor at Red Spruce Capital, LLC with 14 years of industry experience. He holds a Series 65 designation and 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, emphasizing customized portfolio construction and a long-term investment approach. The firm is notable for its use of borrowing in separately managed accounts to manage timing and exposure, managing approximately $257 million across about 143 client accounts.

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.

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.