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 one year of industry experience. He has previously worked at Citi Bank, MUFG Bank, Trident Mortgage, and TD Bank. Outside of his advisory role, he serves as a board member of an abstractor corporation specializing in land and title insurance. Bryn Mawr Investments provides planning, discretionary portfolio management, and corporate advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a data-driven, quantitative investment approach combining macro analysis, proprietary models, AI forecasting, and derivatives strategies, alongside offering corporate advisory services and access to structured products.

Julie Mcnulty is a CFP® and ChFC® with 17 years of experience in financial planning and investment management. She has worked at Compass Financial Advisors and Financial Compass LLC since 2009. Financial Compass LLC is an independent, fee-only advisory firm that serves individuals, trusts, estates, and small businesses, with a dedicated focus on millennial and Gen Z clients. The firm emphasizes long-term, diversified portfolios using low-cost mutual funds and ETFs, prioritizing tax efficiency, expense control, and client-specific risk management.

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.

Dawn Santoriello is a CFP® with 18 years of industry experience, currently serving as the sole advisor at DS Financial Strategies, LLC. Her prior roles include positions at Efficient Advisors, LLC, Sowell Management, and Caitlin John, LLC. Dawn is also involved in paid speaking engagements focused on investment topics and participates as a Fem City Ambassador, a networking group. DS Financial Strategies, LLC provides comprehensive financial, estate, and retirement plan consulting to individuals, high-net-worth clients, corporations, and charities. The firm delivers written financial plans and recommends third-party advisers for investment management, monitoring accounts through periodic reviews and maintaining an affiliation with a licensed insurance agency.

Timothy Powers is the sole advisor at Powers Capital Management in Conshohocken, PA, holding Series 63 and Series 65 licenses with 24 years of industry experience. He founded Powers Capital Management in 2019 after 13 years at Benefit Consultants Group and BCG Securities, Inc., as well as a year at Banc of America Investment Services, Inc. Powers Capital Management is an independent, state-registered investment adviser serving individuals, families, trusts, and small business owners. The firm offers discretionary portfolio management and comprehensive financial planning, employing a combination of strategic and tactical asset allocation, regular rebalancing, and tax-aware strategies across a range of investment types including mutual funds, ETFs, equities, fixed income, and alternative assets.

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.

Latanya Savage is a CFA® charterholder with six years of industry experience. She previously worked for Dupont Capital Management for ten years. Savage is based in Philadelphia, PA, and is the sole advisor at Savage Advisory. Savage Advisory provides stock-specific advisory services to individual investors, focusing on fundamental stock research and portfolio analysis guided by a growth-at-a-reasonable-price investment philosophy. The firm offers educational seminars on personal investing and customizes advice according to clients’ financial goals, investment horizons, and risk tolerance.

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 advisor at Diversified Human Solutions in Philadelphia, PA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been leading Diversified Human Solutions, including its subsidiary Fellow Travelers, since 2009 and also serves as president overseeing insurance and employee benefits operations. Diversified Human Solutions advises retirement plan sponsors, participating employers, business owners, and individuals, providing retirement plan investment management, financial planning, and consulting services. The firm manages plan-level investment menus focused on broadly diversified, low-cost funds with periodic rebalancing, and offers financial planning on fixed-fee or hourly arrangements, distinguishing itself through an integrated approach with affiliated payroll, recordkeeping, and accounting services.

Benjamin Conteh is a Series 66-licensed financial advisor with Bargeld Financial in Media, PA, where he has worked since 2024. He has two years of industry experience, including prior roles at Edward Jones and in academic programs at Emory University and Tufts University. Conteh is also involved with Triage, LLC, a business providing tax advising, notarial, and loan signing services. Bargeld Financial is an independent, fee-only investment adviser serving individuals, families, small businesses, nonprofits, and retirement plans. The firm employs a bottom-up fundamental research approach combined with Modern Portfolio Theory and incorporates ESG criteria when requested.

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.

Alev Cieslinski is a financial advisor at Great Valley Tax & Financial Services in Paoli, PA, holding a Series 65 designation. Alev has professional experience at firms including Vanguard and Ascensus, and holds a doctoral degree in economics. Outside of advisory work, Alev is an enrolled agent providing tax preparation, tax planning, and IRS representation. Great Valley Tax & Financial Services offers advice-only financial planning and tax services to individuals, families, and clients of other advisers, including high-net-worth clients. The firm employs a long-term, passive investment approach focused on strategic asset allocation and integrates tax practice capabilities with its advisory services.

Charles Manning Jr. is the principal of Charles Manning & Associates, Inc., an independent advisory firm where he has worked since 1998. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Outside of his advisory work, he manages a developmental energy business, U.S. Power & Light, Inc., devoting a small portion of his time to this activity. Charles Manning & Associates provides discretionary and consultative investment supervisory services to individuals, trusts, estates, and institutional clients. The firm focuses on domestic large-cap stocks and tax-free municipal bonds, managing portfolios on an account-by-account basis with a combination of top-down and bottom-up research.

Jonathan Tang is a financial advisor at Green Trails Wealth LLC with 12 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Goldman Sachs & Co. LLC, First Republic Bank, and JP Morgan Chase. Green Trails Wealth LLC is an independent, fee-only advisory firm serving a small number of clients, including high-net-worth individuals, charitable organizations, and businesses. The firm provides comprehensive financial planning without discretionary portfolio management, using a mix of passive and active fund analysis based on Modern Portfolio Theory, and also offers educational seminars and speaking engagements on personal finance.

Mario Pelosi is the sole advisor at Time Investments, LLC, an independent investment advisory firm based in Huntingdon Valley, PA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Mr. Pelosi has managed Time Investments since 2007. Time Investments, LLC specializes in personalized investment advisory and asset management services primarily for federally insured credit unions and small-business 401(k) plans. The firm operates on a non-discretionary, consultative basis and coordinates with third-party administrators and institutional custodians.