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.

Thomas Mckeon is a CFA® charterholder with 31 years of industry experience, serving as the sole advisor at Clothier Springs Capital Management, LLC in Phoenixville, PA. He holds Series 63 and Series 65 licenses and leads an independent advisory firm. Clothier Springs Capital Management provides discretionary investment advisory and portfolio management services to private individuals, high-net-worth clients, and institutional entities, including municipal governments and pension plans. The firm employs globally allocated, broadly diversified portfolios primarily using low-cost, index-based ETFs, and offers specialized strategies such as rules-based option hedging, derivative consulting, and Outsourced CIO services.

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.

Andrew Gregory is the principal advisor at Gregory Financial LLC in Doylestown, PA. He holds the CFA® designation and Series 63 license and has six years of industry experience, including prior roles at Google, Oxygen, Mambu, Inc., and Synctera. Outside of his advisory work, he is involved in strategic partnerships through Google. Gregory Financial LLC offers financial planning and consulting services to individuals, high-net-worth clients, trusts, non-profits, small businesses, and estates. The firm provides tailored financial plans and consultations without managing investment accounts, emphasizing fee arrangements based on fixed, hourly, or periodic fees rather than asset-based charges.

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.

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.

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.

Guenter Wesch is a financial advisor at RCK Wealth Advisory LLC with 20 years of industry experience. He holds the Series 66 designation and has worked with firms including Berthel Fisher & Company Financial Services, Inc. and BFC Planning, Inc. Wesch also operates a tax preparation and accounting business alongside his advisory role. RCK Wealth Advisory LLC is an independent, single-advisor firm providing discretionary asset management and comprehensive financial planning primarily to individual and high-net-worth clients. The firm customizes investment strategies based on client objectives and risk tolerances, utilizing fundamental analysis and a combination of long- and short-term approaches.

Benjamin Gialloreto is a CFA charterholder and the sole advisor at BRG Financial, LLC, with three years of industry experience. Prior to founding BRG Financial in 2023, he worked at SEI Investments from 2018 to 2023 and has a background in commercial real estate. BRG Financial provides discretionary asset management and financial guidance to individuals, high-net-worth clients, business entities, and qualified retirement plans. The firm employs a combination of fundamental and technical analysis alongside Modern Portfolio Theory, integrating artificial intelligence tools as supplemental inputs, and emphasizes pension consulting and ERISA plan management.

Keith Donnell is a CFP® with 16 years of experience in financial advising, operating Modern Wealth Concepts LLC in Jenkintown, PA. He has served as an Adjunct Professor of Finance at Saint Joseph's University since 2016 and provides personal financial counseling services to Pennsylvania National Guard service-members as a Department of Defense contractor. Modern Wealth Concepts LLC offers financial planning, investment consulting, and advisory services primarily to individuals and families. The firm manages approximately $46.2 million in discretionary assets for a small client base and emphasizes customized investment policy statements, strategic asset allocation through diversified portfolios, and workforce financial literacy education.

I founded Overture Wealth Management to help pre-retirees, retirees, and small business owners make smart, tax-efficient financial decisions. My approach emphasizes clear guidance, low-cost investing, tax minimization, and disciplined portfolio management. I began my career at UBS in Pittsburgh in 2003. Early in my career, I recognized that the traditional brokerage model didn’t fully align with my vision of putting clients first. I joined Vanguard in 2004, where I spent 14 years developing expertise in retirement planning, investor education, and portfolio management. Before founding Overture, I served for six years as a Wealth Manager at a Philadelphia-based RIA, advising high-net-worth families, small business owners, physicians, and executives. I hold both the CERTIFIED FINANCIAL PLANNER® and Chartered Financial Analyst® designations and live near Philadelphia with my wife and two daughters. Outside of work, I enjoy skiing, biking along the Schuylkill River Trail, and cheering on the Steelers and Pitt Panthers. Whether you’re nearby in the greater Philadelphia area or elsewhere in the U.S., I’d be happy to arrange a complimentary introductory meeting to discuss your financial goals.

Hi, I'm Alan. I started Modern Wealth in Blue Bell, Pennsylvania, after living the moment my clients now plan for. My father ran a solo dental practice that carried our whole family, and when he got sick I stepped in to keep the doors open, then led the sale so my mother would be okay. I know firsthand how much rides on decisions made at the worst possible time, and how few advisors are built to help. So I built the opposite: an independent, fee-only firm that earns nothing but the fee you pay me. No commissions, no quotas, no hidden agenda. I'm a Penn State finance grad with more than 15 years in this work and a stack of credentials I actually use: Certified Financial Planner™ professional (CFP®), Certified Private Wealth Advisor® professional (CPWA®), Certified Value Growth Advisor® (CVGA®), Certified Exit Planning Advisor® (CEPA®), and Registered Life Planner® (RLP®). Along the way I've been named a US Top 100 Financial Advisor and a Philadelphia Five Star Wealth Manager. I hold the whole picture on one page. In plain English, I help you grow what your business is worth, plan a smart exit, and turn it into a life you actually want, not just a bigger account balance. When I'm not doing that, you'll find me on an autocross course in my Miata, running the same clean line I bring to planning: look far ahead, stay smooth, don't chase the hero lap. Otherwise I'm cheering (and suffering) for Philly sports, or home in Blue Bell with my wife Jamie, our daughter Joey, and our goldendoodle, Enzo, the reason any of this matters. Money is a tool for building a life, and the life is the point. I'd genuinely like to hear your story.

Charles Weeks Jr. is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Barrister. He is the founder and president of Barrister Higher Learning, an adult education and CFP exam preparation service. Weeks also holds a long-term role at Stockton University and has been with Barrister Wealth Management since 2010. Barrister is an independent firm that offers tailored financial planning, investment advisory, insurance consulting, and retirement plan management to a diverse client base including individuals, families, charitable organizations, and businesses. The firm manages approximately $97 million in assets and employs a goal-based, behavioral finance approach with a focus on discretionary portfolio management and tax-sensitive strategies.

Craig Pollen is a CPA and financial advisor with Pollen & Secouler, LLP, where he has worked for 11 years. He previously held roles at McCarthy & Company PC and Gitomer & Berenholz, PC. Pollen’s accounting background includes ongoing work as a CPA with McCarthy & Company PC. Pollen & Secouler serves individual and high-net-worth clients by referring them to licensed third-party investment advisers rather than managing assets directly. The firm evaluates clients’ financial situations to inform recommendations and coordinates annual account reviews with selected advisers.

Eric Greenberg is a Series 65-registered advisor with ESG Wealth Advisors in Lansdale, PA, with three years of industry experience. Prior to founding ESG Wealth Advisors, he worked at Precision Nutrition and Tradefull, and spent 17 years at Life Line Screening. He also serves as president of a nationwide health-screening company. ESG Wealth Advisors provides personalized wealth management and financial planning services to individuals, families, and companies. The firm emphasizes long-term, tailored strategies using fundamental and technical analysis, and may utilize less-common investment instruments and performance-based fees for qualified clients.

Joseph Bucara is a CFP® with 21 years of industry experience and has been the sole advisor at JCB Financial, Inc. since 2006. He holds Series 63, 65, and 66 licenses and operates out of Collegeville, PA. JCB Financial provides investment supervisory services and financial planning to individuals, trusts, estates, charitable organizations, foundations, and business entities. The firm uses a top-down macroeconomic framework combined with fundamental and technical security analysis, emphasizing diversification, cost control, and low portfolio turnover, often leveraging exchange-traded funds alongside other investment vehicles aligned with client objectives.

Richard Gould is the sole advisor at Gould Tactical Growth LLC in Phoenixville, PA. He holds the CFA® designation and a Series 65 license, and has 22 years of industry experience. He has led Gould Tactical Growth since 2017. Gould Tactical Growth LLC provides discretionary investment management, consulting, and model/asset-allocation services to a selective client base that includes high-net-worth individuals, trusts, other advisers, and pooled investment vehicles. The firm employs a concentrated growth equity approach centered on small- and micro-cap companies using CAN SLIM screening combined with fundamental and technical analysis, and it actively manages portfolios with discretionary authority.

Frank Martinez is the sole advisor at Penn Portfolio Partners LLC, holding a Series 65 credential with one year of industry experience. His work history includes roles at EmergenceTek Group Inc., Language Service Associates, Inc., and EMS LINQ, LLC, with a background in physics and software development. Penn Portfolio Partners provides active asset management and financial planning services to individuals, high-net-worth individuals, trusts, and small businesses. The firm builds tailored portfolios using fundamental analysis and modern portfolio theory, managing accounts primarily on a discretionary basis aligned with clients’ objectives and risk tolerance.

Eugene Kuntorovsky is a financial advisor at Isakov Planning Group Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Aflac from 2005 to 2017. Isakov Planning Group Inc. provides financial planning, wealth management, family office services, and pension consulting to individuals, families, businesses, and pension/trust clients. The firm primarily employs an ETF-based, longer-term investment approach and manages both discretionary and non-discretionary assets.

David Fleisher II is a financial advisor with Firstrust Financial Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes significant tenures at Equitable Advisors and Axa Advisors. He serves on the Ithaca College Board of Trustees and currently holds the position of mayor of Cherry Hill Township, NJ. Firstrust Financial Advisors provides financial planning, non-discretionary portfolio management, and pension consulting services to individuals, municipalities, trusts, estates, and other entities. The firm uses a variety of analytical approaches and requires client approval before executing transactions.