Cody Hofstetter is the sole advisor at Hofstetter, Cody L., holding a Series 65 designation with five years of industry experience. In addition to his advisory role, he is the CEO and owner of Sovereign Cyber Industries, a cybersecurity firm he has operated since 2011. Prior to his current advisory position, he was involved with Pulp Cafe & Juice Bar LLC. Hofstetter, Cody L. focuses on advisory and consulting engagements for institutional-style and pooled investment vehicles, serving entities such as trusts, estates, and charitable organizations. The firm emphasizes manager selection and due diligence, employs a range of analytical methods, and uses fixed and hourly fee arrangements without custody or discretionary management of client assets.

Michael Coen is the principal of East West Advisers with 26 years of industry experience. He held a role at Seslia Securities for 17 years before founding East West Advisers in 2016. He also operates MCC Advisory, a freelance consulting business, and is a managing member of Horizons Capital LLC, which manages a small private investment fund. East West Advisers provides discretionary portfolio management to individual and institutional clients, including educational institutions and endowments. The firm emphasizes a combined bottom-up and top-down investment approach focused on low expenses, diversified exposure, and long-term orientation, and it also sponsors a private pooled investment vehicle with performance-based fees and structured risk management features.

William Evans III is the sole advisor at William Evans Investment Advisor in Pipersville, PA, holding a Series 65 credential with eight years of industry experience. He has managed his advisory firm since 2018 and is also a partner at NavAxxess Health Solutions, a management consulting company serving the pharmaceutical industry. William Evans Investment Advisor provides investment advisory and residential real estate services to individual clients, focusing on value-oriented, long-term equity investments identified through proprietary algorithms. The firm offers fixed-fee financial check-ups and planning services, delivering recommendations without taking custody of client funds or exercising investment discretion.

David Tobin is the sole advisor at Tobin Investment Planning LLC, an independent firm based in Yardley, PA. He holds Series 63 and Series 66 designations and has 13 years of industry experience. Tobin has managed his own advisory practice since 2014. Tobin Investment Planning LLC provides discretionary and non-discretionary portfolio management, financial planning, and referrals to third-party money managers for individuals, trusts, partnerships, and charitable organizations. The firm primarily allocates assets to mutual funds and ETFs, applying Modern Portfolio Theory and a mix of long- and short-term strategies, and manages approximately $35 million for about 22 clients.

Jonathan Mcsurdy is a CFP® and ChFC® with 15 years of experience in financial advising. He is the sole advisor at Axiom Investment Solutions LLC, an independent firm based in Doylestown, PA. In addition to his advisory work, he consults on budgeting and cash flow planning at the Alpha Center for Divorce Mediation and serves on the board of the Doylestown Historical Society. Axiom Investment Solutions LLC provides fee-only investment management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes indexed mutual funds and ETFs for broad market exposure and expense control, operates primarily on a non-discretionary basis, and manages approximately $51.4 million across about 70 client accounts.

Timothy Duckett is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He has been with Bright Forge Capital, LLC since 2017 and previously worked at PNC Bank and as a self-employed advisor. Bright Forge Capital provides investment management and comprehensive financial planning to individual, high-net-worth, charitable, and corporate clients. The firm uses a core-satellite investment approach, combining passive index exposures with active satellite positions and incorporates behavioral finance, business-owner consulting, and personalized indexing strategies in its services.

J Berry is the principal of Berry Advisors Group, LLC, an independent advisory firm based in Doylestown, PA. He holds a Series 63 designation and has 54 years of industry experience, including 12 years at Lincoln Financial Securities Corporation prior to founding his current firm in 2020. In addition to his advisory role, he is an insurance agent licensed to offer fixed annuities and traditional life insurance. Berry Advisors Group provides asset management services primarily through a co-advisor arrangement with a third-party manager, serving individual and high-net-worth clients. The firm does not directly manage or custody assets but assists clients in selecting investment models based on Modern Portfolio Theory, while also offering insurance products through the principal’s licensed activities.

Ken Cavalluzzo is the sole advisor at CJK Capital Management, LLC, an independent firm based in Doylestown, PA. He holds a Series 65 designation and has 21 years of experience in the financial industry. Since founding CJK Capital Management in 2014, he has focused on providing investment advisory services to a variety of clients. CJK Capital Management offers investment advisory services primarily through separately managed accounts to individuals, retirement accounts, trusts, estates, charitable organizations, family foundations, corporations, and other business entities. The firm utilizes a value-oriented, long-term investment strategy focused on after-tax capital appreciation with a moderate risk profile and also provides pension consulting and services to employee benefit plans.

James Bloomer is a CFP® professional with seven years at Bloomer Financial Planning LLC and a prior 30-year tenure at Aon Corporation. He operates as the sole advisor at his independent firm based in Doylestown, PA. Bloomer Financial Planning LLC provides comprehensive financial planning and investment consulting to individual investors, emphasizing retirement readiness, tax efficiency, and risk analysis. The firm employs a cloud-based platform to create individualized plans, offers quarterly updates, and favors diversified portfolios combining passive and active strategies, with investment management conducted on a primarily non-discretionary basis.

Edward Kohlhepp is the founder and CEO of Kohlhepp Investment Advisors, Ltd. He holds the ChFC® designation and Series 63 and Series 65 licenses, with 56 years of industry experience. He has been with Kohlhepp Investment Advisors since 1998 and has also worked at Cambridge Investment Research since 2004. Kohlhepp serves on the board of the Parvee Foundation. Kohlhepp Investment Advisors, Ltd. serves individual and high-net-worth clients as well as ERISA plans, providing discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm constructs individualized portfolios using fundamental and technical analysis and offers both in-house management and access to third-party money managers, with investment supervision guided by clients’ objectives, time horizons, and risk tolerances.

Allen Meschel is a financial advisor at Meschel Wealth Management LLC with four years of industry experience. He holds a Series 65 designation and previously worked at J.P. Morgan from 2014 to 2019. In addition to his advisory role, he has been involved with Accelerated Enrollment Solution since 2019. Meschel Wealth Management LLC provides discretionary investment management and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm builds portfolios based on clients’ investment objectives and risk tolerance, utilizing mutual funds, exchange-traded funds, and third-party managers while seeking low-cost share classes.

Todd Purring is an investment advisor representative at Kohlhepp Investment Advisors, Ltd. with 15 years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Inc. and Kohlhepp Investment Advisors since 2014. Outside of his advisory role, he coaches youth athletics at the Penn Athletics Club. Kohlhepp Investment Advisors serves individual and high-net-worth clients as well as ERISA plans, offering discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm constructs individualized portfolios using fundamental and technical analysis and provides both in-house management and access to third-party money managers.

William Reube Jr. is a financial advisor at Poxono Capital with two years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Corbin Capital Partners and Panning Capital Management. Outside of his advisory role, he manages a personal real estate investment entity. Poxono Capital provides discretionary investment advisory services primarily to individual and high-net-worth clients, creating tailored portfolio management plans that document client goals and risk tolerance. The firm employs a diverse investment process including fundamental, quantitative, and technical analysis, and offers services such as managing a privately organized pooled investment vehicle with performance-based compensation.

Ryan Kelly is a CFP® professional with 11 years of experience in the financial industry. He is currently with Duke and Duke Wealth Management LLC, where he has worked since 2025. His prior experience includes roles at FutureFWD Advisors, Thrive Financial Services, Boenning & Scattergood, and Thrive Wealth Management, LLC. Duke and Duke Wealth Management provides asset management and financial planning services primarily to individual clients, managing approximately $101.6 million across about 244 accounts. The firm uses a non-discretionary investment approach focused on long-term purchases and due diligence of third-party managers, typically recommending mutual funds and ETFs.

Rick Vala is a CFP® professional with nine years of industry experience. He is currently with VaMa Oak Wealth, LLC, where he has worked since 2023. Prior to joining VaMa Oak Wealth, he held roles at Bank of America, N.A. and Merrill. VaMa Oak Wealth serves individuals, trusts, retirement plans, and corporate entities, offering portfolio management, financial planning, and consulting services. The firm uses a multi-faceted investment approach that includes fundamental, quantitative, and technical analysis, with portfolios monitored and rebalanced regularly across various asset classes.

Joseph Paul is a financial advisor with Trident Advisors Inc. in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Trident Advisors since 1999 and concurrently worked at Cresap Inc. from 1999 to 2019, returning there again in 2020. Outside of his advisory role, he consults on outside investments, including real estate, and occasionally sells insurance. Trident Advisors provides discretionary and non-discretionary investment advisory services primarily to individual investors, corporate clients, trusts, and non-profit organizations. The firm focuses on asset allocation and portfolio management using a long-term investment approach that incorporates a style allocation matrix based on risk tolerance, income needs, and time horizon.

Robert Szigeti III is a financial advisor at SG Securities, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019. Outside of his advisory role, he serves as an ice official for USA Hockey, officiating youth hockey games. SG Securities, LLC provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm offers tailored investment strategies and conducts public educational seminars and workshops at no charge.

Robert Lockyer is the sole advisor at Moondance Investment Advisors, LLC in Reading, PA, with eight years of industry experience. He has been with Moondance since 2017 and previously worked at Tioga-Franklin Savings Bank from 2015 to 2022. Moondance Investment Advisors provides customized investment advisory services and financial planning to individuals, high net worth clients, trusts, and estates. The firm employs a range of strategies using fundamental, technical, and cyclical analysis to manage portfolios that include equities, fixed income, mutual funds, ETFs, and alternative investments.

Nick Guida is a financial advisor at Guidance Wealth Advisors LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including A Better Way Financial, LLC and Retirement Wealth Advisors, Inc. Outside of advisory work, Guida is a published author, having written articles for outlets such as Forbes, Money.com, and Fortune.com, and he is involved in solar equipment acquisitions through Guidance Solar Advisors, LLC. Guidance Wealth Advisors LLC provides wealth management and ongoing portfolio management primarily to individual and high-net-worth clients, combining written financial plans with discretionary implementation. The firm typically co-advises with Independent Managers for day-to-day trading, offering tailored advice across a diversified range of investments and employing strategies including direct indexing and option-oriented products.

Connor Mc Nicholas is a financial advisor at Poxono Capital with a Series 65 designation and four years of industry experience. Prior to joining Poxono Capital in 2024, he worked at Dillon Capital Management and held roles in healthcare and development sectors. He also has experience working at Squires Golf Club and Temple University. Poxono Capital provides discretionary investment advisory services primarily to individual and high-net-worth clients, offering portfolio management and customized Investment Policy Statements. The firm uses a diverse investment approach that combines multiple analysis methods and strategies, and it manages a privately organized pooled investment vehicle subject to performance-based compensation.