Mark Marinzoli is a financial advisor at Keystone Wealth Management Services Inc., holding a Series 65 credential with 11 years of industry experience. He has served as vice president and partner of Keystone Family Office Inc. since 2003, overseeing accounting, tax, and business advisory services. Keystone Wealth Management Services Inc. is an independent, single-advisor registered investment adviser that primarily manages discretionary assets for irrevocable trusts and related limited liability companies. The firm combines fundamental analysis and technical charting to implement individualized, longer-term portfolios and offers integrated tax and business consulting through its affiliate, Keystone Family Office Inc.

Stephen Troutman is a CFP®-designated financial advisor with 21 years of industry experience. He is the principal of Troutman Wealth Management, which he founded in 2019, following prior roles at Lion Street Financial, FSC Securities Corporation, and Main Line Financial Advisors. Outside of finance, he owns Troutman Fitness, LLC, where he works as a personal trainer, and operates SMKL, Inc., a consulting and marketing business related to his fitness activities. Troutman Wealth Management provides discretionary and non-discretionary wealth management and investment consulting services to individuals, high-net-worth clients, trusts, estates, retirement accounts, and corporate entities. The firm employs a combination of fundamental and technical analysis to guide diversified portfolios of mutual funds and ETFs, managing accounts primarily on a discretionary basis with ongoing monitoring and professional judgment.

Russell Wild is the sole advisor at Global Portfolios, LLC, an independent firm based in Philadelphia, PA. He holds a Series 65 designation and has 17 years of industry experience, including 16 years with Global Portfolios. In addition to his advisory role, he is a self-employed financial journalist who writes articles and books primarily about investing. Global Portfolios provides referral services to individuals, businesses, and high-net-worth clients, directing them to third-party advisers for portfolio management. The firm emphasizes market efficiency, asset-class allocation, and low-cost indexing, referring clients to vetted fee-only advisers with aligned investment approaches.

Robert Peloso is a financial advisor at 3rd Level Analytics with 11 years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America from 2016 to 2024. Outside of his advisory role, he provides part-time math tutoring for high school students. 3rd Level Analytics offers portfolio management and financial planning primarily for individual and high-net-worth clients, as well as charitable organizations. The firm uses fundamental and quantitative analysis combined with modern portfolio theory to build long-term portfolios, delivering services on a primarily non-discretionary basis while clients retain trading authority.

Kenneth Smith is a financial advisor with Compass Financial Advisors, LLC in West Chester, PA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has held positions at firms including Alden Investment Advisors, Equalize Capital, and Bluestone Capital Management. He serves as Chief Compliance Officer and owner at Compass Financial Advisors, LLC. Compass Financial Advisors, LLC offers discretionary and non-discretionary asset management and separately managed accounts to individual and institutional clients, managing approximately $21.5 million across 40 accounts. The firm uses a combination of top-down asset allocation and bottom-up fundamental research to construct portfolios, primarily implementing discretionary strategies with ongoing monitoring and quarterly reviews.

Erich Barchi is a financial advisor at Row Your Own Boat, an independent investment advisory firm based in Malvern, PA. He holds a Series 66 designation and has 10 years of industry experience. His prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Row Your Own Boat provides discretionary portfolio management to individuals, high-net-worth clients, small businesses, and nonprofit institutions. The firm combines fundamental, technical, charting, and cyclical analyses to construct customized portfolios, employing both passive and active strategies tailored to client-specific investment guidelines.

Adam Wilk is a financial advisor at Greystone Capital Management with six years of industry experience. He holds the Series 65 designation and previously worked at Citibank from 2016 to 2019. Greystone Capital Management provides discretionary investment management focused on long-only equity portfolios, specializing in small- and micro-cap stocks through fundamental research. The firm serves individuals, trusts, estates, business entities, charitable organizations, and family offices, emphasizing high-conviction, concentrated positions held until perceived mispricings correct.

Michael Pidhirskyj is a CFA charterholder and financial advisor at CapRidge Advisors with over 20 years of industry experience. He previously worked at Pitcairn for seven years and SEI Investments for thirteen years before joining CapRidge Advisors in 2024. CapRidge Advisors is an independent registered investment advisor that provides discretionary portfolio management and financial planning to individual and business clients, including high-net-worth individuals. The firm employs a total-portfolio approach with diversified ETFs, registered investment companies, and specialized instruments, and it also offers outsourced Chief Investment Officer services and educational seminars to other advisory firms.

Robert Harrison V is the principal of AES Triplex, an independent advisory firm based in Philadelphia, PA. He holds a Series 65 designation and has been with AES Triplex since 2026. Prior to founding the firm, Harrison worked at Jimmy John’s and spent several years at the University of Pennsylvania as well as with Teach for America. AES Triplex provides portfolio management services to individuals, high-net-worth clients, and charitable organizations, utilizing a combination of cyclical and fundamental analysis alongside modern portfolio theory and quantitative methods. The firm offers discretionary management, prepares Investment Policy Statements for each client, and employs a variety of investment strategies ranging from long-term investing to short-term trading.

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.

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.

William Rizzo is the principal advisor at Quantum Strategies Wealth Advisory, an independent firm based in Glen Mills, PA. He holds Series 63, 65, and 66 licenses and has 12 years of industry experience. Prior to founding Quantum Strategies in 2015, he operated as a sole proprietor and has been involved in insurance sales and property management. Quantum Strategies Wealth Advisory provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a proprietary quantitative framework focused on economic cash-flow analysis to guide security selection and portfolio management, offering customized investment programs and a combination of institutional retirement-plan consulting and retail wealth management.

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.

Dwight Lasure is the principal of Lasure Capital Management in Malvern, PA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has led Lasure Capital Management since its founding in 1997. Lasure Capital Management is an independent, fee-only investment management firm serving individuals, families, foundations, endowments, IRA rollovers, and institutions. The firm uses a proprietary quantitative and fundamental analysis framework to construct tailored, concentrated portfolios managed on a discretionary basis.

Eric Pirhalla is a financial advisor at True Horizon Wealth Advisors, LLC with 22 years of industry experience. He holds the Series 66 designation and has been with True Horizon Wealth Advisors since 2014. Outside of advising, he is a 50% owner and vice president of marketing and sales at HNT Grid Systems, a data services company. True Horizon Wealth Advisors serves individual investors, including high-net-worth clients, as well as employer-sponsored pension and profit-sharing plans. The firm provides comprehensive portfolio management with integrated financial planning, employing both fundamental and technical analysis and a variety of investment strategies, including options and derivatives, with accounts reviewed and rebalanced at least quarterly.

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.

John Dimatteo is the sole advisor at DiMatteo Financial Group in Chadds Ford, PA, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has led his independent advisory firm since 2010. Outside of financial advising, he owns a temporary staffing agency serving the hospitality sector. DiMatteo Financial Group provides fee-based investment advisory and portfolio management services to individuals, pension plans, corporations, and other business entities. The firm emphasizes a tactical allocation strategy based on fundamental analysis and manages approximately $42.3 million across about 90 clients, focusing notably on non-discretionary portfolio management and pension consulting.

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.