Richard Armon is a Series 65-licensed financial advisor with Wealth Preservation Consultants, LLC, where he has provided investment advice for 14 years. He has been with the firm since its founding in 2011. Wealth Preservation Consultants, LLC is an independent, fee-only registered investment adviser serving primarily individual clients, including many high-net-worth individuals, as well as businesses, charities, and small pension plans. The firm’s investment approach is based on fundamental analysis and includes a range of securities such as stocks, bonds, mutual funds, ETFs, REITs, and government securities, with selective use of covered options and leveraged or inverse ETFs.

Kevin Belskie is a CFP® professional with seven years of industry experience, currently serving as the sole advisor at Fat Cat Financial Advisor in Norristown, PA. His prior roles include positions at The Vanguard Group, Inc., Citizens Investment Services, and Bluestone Country Club, as well as experience as a professional baseball player. Fat Cat Financial Advisor provides discretionary asset management and financial planning services primarily to individuals and high-net-worth clients. The firm’s investment approach centers on fundamental analysis and long-term holdings, offering portfolio management with client-imposed restrictions and regular account reviews.

Peter Elliott is a Series 65-licensed financial advisor with ALJ Capital, LLC, where he has worked since 2026. He has 18 years of experience with Charles P. Elliott, PC. Elliott also holds CPA and CFE credentials and divides his time between advisory and accounting work. ALJ Capital provides wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates, offering discretionary portfolio management combined with consulting and written financial plans. The firm employs fundamental analysis with a long-term orientation, constructing portfolios from ETFs, individual equities, and bonds, while monitoring accounts and tailoring asset allocation to clients’ goals, time horizons, and risk tolerances.

Kahlilah Dowe is a CFP®-certified financial advisor with 17 years of industry experience. She is the principal of TrueWealth Solutions, an independent advisory firm she has led since 2023. Her prior experience includes roles at Vanguard and The Fedcap Group. TrueWealth Solutions provides fee-only, comprehensive and project-based financial planning, financial coaching, and educational seminars for individuals, couples, and families. The firm offers non-discretionary advice without managing client assets, using modern portfolio theory and passive asset-allocation principles in its securities recommendations.

Jason Zola is a financial advisor at Cartera Investments with a Series 65 credential and two years of industry experience. Prior to joining Cartera Investments, he worked at Exelon Corporation for a total of 14 years in various roles. Cartera Investments is an independent, state-registered, fee-only advisory firm that provides personalized investment management and comprehensive financial planning to individual, high-net-worth, and pre-retirement clients. The firm emphasizes asset allocation and fundamental analysis, combining active and passive funds with select individual bonds and equities, and focuses on formal non-discretionary procedures requiring documented client approvals for transactions and rebalancing.

David Snyder is a CFA® charterholder with 39 years of industry experience. He is the principal advisor at Journey 1 Advisors, LLC, an independent firm he has led since 2023. Prior to founding Journey 1 Advisors, he spent 14 years at Oppenheimer & Co. He is also a licensed fixed insurance producer registered with the Pennsylvania Department of Insurance. Journey 1 Advisors provides discretionary and non-discretionary portfolio management primarily for individual clients, managing approximately $38.8 million across about 35 accounts. The firm employs both fundamental and technical analysis, incorporating strategies such as hedging and derivative techniques, with client portfolios composed of equities, fixed income, derivatives, and insurance contracts.

Kevin Womack is a financial advisor at Bryn Mawr Investments with a Series 65 designation and nine years of industry experience. His prior roles include positions at Citi Bank, MUFG Bank, Trident Mortgage, TD Bank, and Bryn Mawr Trust Bank. Outside of his advisory work, he serves as a board member for an abstractor corporation involved in land and title insurance. Bryn Mawr Investments is an independent firm serving clients with personalized investment strategies.

Julie Mcnulty is a CFP® and ChFC® with 16 years of experience in financial advising. She has been with Financial Compass LLC, an independent firm based in Haddonfield, NJ, since 2009. Financial Compass LLC provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses. The firm manages approximately $66 million in client assets and offers a specialized service called milz fp focused on millennial and Gen Z clients, emphasizing long-term, diversified portfolios with low-cost, tax-efficient mutual funds and ETFs.

Alexander Mancini is the sole advisor at Win Investing LLC in Swarthmore, PA, holding Series 63 and Series 65 credentials with 38 years of industry experience. He has led Win Investing since its founding in 2016. Win Investing LLC offers discretionary portfolio management and investment advice to individuals, high-net-worth clients, trusts, foundations, and employer plans. The firm employs a top-down investment process combining fundamental and technical analysis, with risk-sensitive management across a range of asset classes including stocks, bonds, currencies, and commodities.

Michael Rudolph is the sole advisor at Springdale Advisors and holds the CFA® designation with eight years of industry experience. He has been with Springdale Advisors LLC since 2009. Springdale Advisors is a fee-only, independent firm that provides discretionary investment management primarily to high-net-worth individuals, trusts, foundations, and endowments. The firm employs concentrated all-capitalization global growth stock strategies with both long-only and long/short positions, using a combination of fundamental, technical, and cyclical analysis alongside corporate rating and pricing data.

Timothy Vickrey III is a financial advisor at Bucks Capital Advisers with a Series 65 credential and one year of industry experience. His prior work includes roles at Michigan State University, Andersen Tax, LLC, and various other organizations. Bucks Capital Advisers serves individuals, trusts, pension and profit-sharing plans, non-profits, corporations, and private fund investors. The firm employs a tailored investment process using a variety of securities and analysis methods, combining portfolio management with financial planning and offering access to private funds.

Timothy Powers is the founder of Powers Capital Management in Conshohocken, PA, holding Series 63 and Series 65 licenses with 24 years of industry experience. He previously worked at Benefit Consultants Group and BCG Securities, Inc. for 13 years before establishing his independent firm in 2019. Powers Capital Management serves individuals, families, trusts, and small business owners by providing discretionary portfolio management and comprehensive financial planning, utilizing a mix of analytical methods and third-party research to construct multi-asset allocations and equity-focused strategies.

Wayne Gifford is the sole advisor at Financial Spectrum Inc. in Abington, PA, with 27 years of industry experience. He holds a Series 63 designation and has been with Financial Spectrum Inc. since its founding in 1999. Outside of his advisory role, he is a shareholder partner at Gifford & Uslin PC CPA's, a firm providing accounting, bookkeeping, tax consulting, and computer system services to individuals and small businesses. Financial Spectrum Inc. provides fee-only investment management and financial planning for individuals, high-net-worth clients, pension plans, and charitable organizations. The firm employs a non-discretionary investment approach, utilizing fundamental, technical, and economic analysis to create diversified portfolios tailored to client objectives.

Edward Goldstein is a Certified Financial Planner® with over 22 years of experience in the financial services industry. He has been the principal advisor at Financial Life Planning, LLC since 2008. Financial Life Planning, LLC provides comprehensive financial planning, consulting, and portfolio management services to individuals, families, small business owners, trusts, estates, and retirement plan participants. The firm uses customized, diversified portfolios primarily consisting of ETFs, mutual funds, and individual securities, supported by continuous supervision and advanced planning tools such as Monte Carlo analysis.

Latanya Savage is a CFA charterholder based in Philadelphia, PA, with six years of industry experience. She previously worked at Dupont Capital Management for ten years. Savage Advisory provides stock-specific advisory services to individual investors, focusing on fundamental analysis and a growth-at-a-reasonable-price (GARP) investment philosophy. The firm offers proprietary stock research, portfolio analysis, and educational seminars, while clients execute transactions through their chosen broker-dealers.

James Cipriotti is the principal advisor at Retire Ready Wealth Management in Radnor, PA, with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has operated as a self-employed financial professional since 2002. Cipriotti is also a licensed insurance agent and spends part of his time selling various insurance products. Retire Ready Wealth Management provides investment advisory and financial planning services to individuals and high-net-worth clients, offering both discretionary and non-discretionary managed accounts. The firm’s investment approach focuses on customizing asset allocation based on clients’ time horizons and risk tolerances, utilizing strategies such as dollar-cost averaging and technical analysis.

Charles Piermani is the principal and sole advisor at Piermani Charles J Associates, an independent firm based in Norristown, PA. He holds over 23 years of industry experience and has been operating his advisory and tax consulting businesses since 1976. In addition to financial advising, Piermani serves as a tax consultant, providing tax preparation and advice. Piermani Charles J Associates offers discretionary portfolio management and financial planning to individual investors, high-net-worth individuals, and trusts. The firm manages approximately $74.6 million in discretionary assets and emphasizes technical analysis with both long- and short-term trading strategies, supported by monthly account reviews and written reporting.

Matthew Tae is the principal of Diversified Human Solutions in Philadelphia, PA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has led Diversified Human Solutions since 2009, focusing on advisory services related to retirement plans and employee benefits. Outside of advisory work, he is president of a payroll and benefits subsidiary and is involved in insurance and employee benefits consulting. Diversified Human Solutions provides advisory services to retirement-plan stakeholders, plan sponsors, employers, business owners, and individual participants, emphasizing risk-appropriate, diversified portfolios through referrals to independent money managers. The firm integrates employee benefits and insurance consulting with investment advisory services, offering specialized planning and facilitating adviser selection for clients.

Benjamin Conteh is a financial advisor at Bargeld Financial with a Series 66 designation and two years of industry experience. He previously worked at Edward Jones and is involved in tax advising and notarial services through his role at Triage, LLC. Bargeld Financial is a fee-only independent investment adviser serving individuals, families, small businesses, non-profits, and retirement plans. The firm employs a bottom-up fundamental research approach combined with Modern Portfolio Theory, integrating both active and passive equity and fixed-income strategies, and incorporates ESG criteria upon request.

James Spindler is a CFP® with 32 years of industry experience, currently serving as an advisor at Summit Investment Advisory Group LLC since 2020. His prior roles include positions at Girard Advisory Services, Girard Investment Services, and UNIVEST Bank & Trust Co. He is also licensed as an insurance agent and sells insurance products as a part of his professional activities. Summit Investment Advisory Group provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs tailored investment strategies and offers a modular financial advice subscription service, managing approximately $57 million in discretionary assets for around 116 clients.