Thomas Makowsky is the sole advisor at TCM Investment Management in Lawrence, NJ. He holds Series 63 and Series 65 licenses and has one year of industry experience. His work background includes roles at CIM Securities and Whole Foods, along with community involvement that includes several local pool and YMCA positions. TCM Investment Management is a single-advisor registered investment adviser that provides discretionary portfolio management and ongoing financial consulting subscriptions to individual clients. The firm emphasizes fundamental analysis and a long-term holding strategy while accommodating client-directed short-term trades.

Tara Stewart is a financial advisor at TGF Assets with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Smith Barney, TIAA, and New York Life. Outside of her advisory work, she serves as an independent property and casualty insurance agent and operates a medical billing consulting business. TGF Assets is an independent advisory firm serving individuals, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm offers individualized asset management and financial planning, utilizing diversified portfolios and a range of investment strategies, including access to private securities and a firm-sponsored wrap fee program.

Meet Sean Lovison, the founder of Purpose Built Financial Services, LLC, your trusted advisor for achieving financial independence. Based in Moorestown, NJ, but serving clients virtually across the U.S., Sean specializes in guiding professionals with equity compensation and solo entrepreneurs. With a transparent, fee-only, flat-rate structure and a fiduciary commitment to unbiased advice, Sean prioritizes your financial well-being. His comprehensive services, including tax preparation and wealth management, are designed to organize, grow, and protect your assets, all with the goal of helping you live a more purposeful life. Take the first step toward financial freedom by contacting Sean today.

Gregory Davis is a financial advisor at Vertex Financial Advisors LLC with 28 years of industry experience. He holds a Series 63 designation and has worked at Kestra Financial Services, Inc. and Hornor, Townsend & Kent, LLC. Davis serves on the investment committee for the Greater Philadelphia Tourism Marketing Corporation and holds board positions with the Pennsylvania Department of Transportation Public Private Partnership, in addition to acting as treasurer for multiple political action committees. Vertex Financial Advisors serves individuals, including high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, municipalities, and qualified retirement plans. The firm provides investment management, financial planning, retirement planning, and qualified plan consulting, emphasizing a customized, asset-allocation driven approach and offering institutional-style services such as qualified plan consulting and participant-level advice.

Patrick Clark is a financial advisor with Neshaminy Creek Advisors in Bensalem, PA, holding Series 63 and Series 65 licenses and 21 years of industry experience. He previously worked at Kestra Financial Services, Inc., and Attleboro Wealth Management. Neshaminy Creek Advisors provides investment management, financial planning, and retirement plan consulting to individuals, charitable organizations, corporations, and public entities. The firm typically uses primarily passive, low-cost portfolios with index funds and ETFs while incorporating active strategies and multiple analysis methods when appropriate, and offers ongoing retirement-plan consulting and fiduciary services to nonprofit organizations and endowments.

Stephen Peiffer is the principal advisor at SP Wealth Planning, an independent firm based in Churchville, PA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including eight years at VOYA Financial Advisors. Prior to founding SP Wealth Planning in 2022, he also worked as a caregiver for one year. Although he is a licensed insurance agent, he no longer sells insurance products or maintains affiliations with insurance companies. SP Wealth Planning is a fee-only, state-registered investment adviser serving individual clients and plan sponsors with wealth management, investment management, financial planning, and held-away account advice. The firm operates as a single-advisor practice, providing non-discretionary investment management and retirement plan consulting, and combines passive and active strategies within individualized portfolios.

Michael Coen is the founder of East West Advisers and holds Series 63 and Series 65 licenses, with 26 years of industry experience. He established MCC Advisory, a freelance consulting business, and is the managing member of Horizons Capital LLC, which manages a private investment fund. Coen has led East West Advisers since 2016. East West Advisers provides discretionary portfolio management to individual and institutional clients, including educational institutions and endowments, across equity and fixed-income strategies. The firm employs a combined bottom-up and top-down investment approach focused on low expenses, diversified exposure, and long-term orientation, and it sponsors a private pooled investment vehicle with performance-based fees and a formal governance framework.

Lamonte Williams is the CEO and Investment Advisor Representative of Jhanti Financial, with nine years of industry experience. He has managed Jhanti Financial since 2009 and concurrently holds a part-time position with Piedmont Airlines. In addition to his financial advisory role, he is involved in Jhanti International, an export/import company registered as a Veteran Owned Small Business. Jhanti Financial provides portfolio management, investment advisory, and financial planning services to corporations, business development companies, charitable organizations, small businesses, and individuals. The firm employs a combination of fundamental and technical analysis along with sector and political analysis, managing accounts primarily on a discretionary basis while also offering education seminars and subscription-based newsletters.

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.

Keith McGowan is a financial advisor at American Advisors LLC with nine years of industry experience. He holds a Series 65 designation and has been with American Advisors LLC since 2016. In addition to his advisory role, he manages a family partnership through McGowan Enterprises. American Advisors LLC offers portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and employee benefit plans, employing a range of investment strategies including options trading and short sales within discretionary accounts.

Andrew White is a financial advisor at Latham Financial LLC in Ivyland, PA, with one year of industry experience. Prior to his current role, he served for 21 years at the United States Department of Defense. He holds the Series 65 designation. Latham Financial LLC provides personalized financial planning and discretionary investment management to individuals, families, trusts, estates, churches, and businesses. The firm focuses on long-term, research-based asset allocation and tax-aware strategies, including consulting on technology-related investments such as Bitcoin-related securities.

Neil Werberig is the owner and sole advisor at Maximum Asset Strategies with 43 years of industry experience. He holds a Series 63 designation and has worked at Maximum Asset Strategies since 1987, with prior experience at Madison Avenue Securities. Outside of his advisory role, he serves as president of Tree of Life Ministries, a nonprofit organization, and volunteers in an advisory capacity on the Upper Makefield Township Pension Committee. Maximum Asset Strategies is an independent, sole-practitioner firm that provides financial planning and consulting services to individuals, high-net-worth clients, and entities such as trusts and estates. The firm refers investment assets to third-party money managers and focuses on non-discretionary advice, offering written financial plans and educational seminars rather than direct portfolio management.

Ronald Saul II is a CFP® professional with 16 years of industry experience, currently serving as the sole advisor at Omaris Financial, LLC. His work history includes roles at Vanguard and Collective Wealth Partners, among others. In addition to his advisory duties, he engages in financial education and literacy initiatives through Omaris Financial, producing content, hosting webinars, and providing one-on-one coaching. Omaris Financial, LLC provides financial planning and investment management services to individuals, high-net-worth clients, and businesses. The firm employs a blend of passive and active investment strategies, offers project-based and ongoing planning, and incorporates third-party managers in its investment process.

My name is Rob Stromberg. I’m a CFP® and the founder of Mountain River Financial. I provide fiduciary and fee-only advice, investment management, and financial planning to six-figure earners in their 30s and 40s. I focus on helping clients make wise and purposeful decisions with their money so they can live a rewarding life today while building wealth for a successful tomorrow. With insight gained from my time working at an institutional wealth management firm in Connecticut where I consulted with other independent advisory firms to help them build better portfolios for their clients and more efficient overall advisory practices, I got my CFP® certification and founded Mountain River Financial so that I could begin working directly with my core client market of high-income earners under 50. I’m an active member of NAPFA and the XY planning network and am a frequent contributor to publications including The Wall Street Journal, US News & World Report, The Washington Post, Investment News, CNN Business, Nerdwallet and Yahoo! Finance, among others. Above all else, I’m committed to being the best husband and dad I can be. When I’m not manning the helm at Mountain River, you’ll find me enjoying quality time with my wife Kara, son Noah, daughter Addison, and our dog Autumn. We love spending time at the shore, generally enjoying the outdoors, and hanging together with our large extended family around the mid Atlantic.

George Antonak is a financial advisor at Thrift Financial, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at ClearBridge Investments, Legg Mason Investor Services LLC, Harding Loevner Funds, and Quasar Distributors, LLC prior to joining Thrift Financial in 2021. Thrift Financial provides investment management and consulting services to individual and institutional clients, including endowments, foundations, trusts, estates, and businesses. The firm employs a combination of fundamental analysis and Modern Portfolio Theory with varied allocation strategies, and is notable for its active work with institutional clients and pension consulting for government, public, and private plans.

William McKenna is a financial advisor at McKenna & Sullivan Inc with 45 years of industry experience. He holds the ChFC® designation and Series 63 license and has been with McKenna & Sullivan since 1999. The firm provides estate and financial planning, personal money management, small business consulting, and investment management services to individuals, estates, trusts, retirement plans, and businesses. Their investment approach emphasizes non-discretionary asset management, utilizing SEI institutional model portfolios and mutual funds, with client approval required for all trades and rebalancing.

Amit Mittal is a Series 65-licensed advisor with AM Wealth Management based in Robbinsville, NJ, and has one year of industry experience. Before entering financial advising, he worked 15 years at Infosys Limited and currently operates A Mittal & Company LLC. AM Wealth Management serves a diverse client base including individuals, high-net-worth households, small businesses, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management along with comprehensive financial and retirement planning, employing a tax-aware investment approach that integrates fundamental, technical, quantitative, and macro analyses.

Ben Engel is a financial advisor at Modesto Capital with a Series 65 designation and two years of industry experience. He has held roles at WideQ Financial and Meged Funding Group, where he performs accounting and finance tasks alongside his advisory work. Modesto Capital serves individual investors, high-net-worth individuals, and businesses, offering discretionary asset management, comprehensive financial planning, and retirement-plan advisory services. The firm combines public seminars and workshops with pension consulting and manages a concentrated client base with a focus on strategic asset allocation and ongoing portfolio monitoring.

John Baranauskas is a CFP® and Series 66 licensed financial advisor with 18 years of industry experience. He is the principal of Sweetgum Laboratories LLC, an independent advisory firm he has led since 2019. His prior experience includes roles at Bank of America, Merrill Lynch, Sterne Agee Financial Services, RPH Financial, and Equinox Group Distributors. He is also a licensed insurance agent. Sweetgum Laboratories LLC provides portfolio management and financial planning services to individuals, charitable organizations, and corporate clients. The firm employs a combination of cyclical, fundamental, modern-portfolio-theory, and quantitative analysis with a long-term trading orientation, managing client portfolios primarily on a non-discretionary basis.

Dean Spear is a financial advisor with The Benchmark Group RIA Services, LLC, holding a Series 63 license and more than 24 years of industry experience. He has been affiliated with The Benchmark Group since 1998 and has worked with various firms including Union Central Life Insurance and Ameritas Life Insurance. Outside his advisory role, Spear is involved in entrepreneurial ventures such as owning and managing commercial real estate properties and holding an ownership interest in a solar investment company. The Benchmark Group RIA Services, LLC provides comprehensive financial planning primarily to high-net-worth individuals and closely held, family-owned businesses, as well as pension and employee benefit plan consulting. The firm focuses on planning without managing client investment portfolios, serving instead as a pension consultant and referrer to unaffiliated investment advisers.