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.

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.

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.

Thomas Laessig is a financial advisor with Fidelity Federal Planning Corp. in Montgomeryville, PA. He holds the ChFC® and Series 63 designations and has 22 years of industry experience. In addition to his advisory role, he serves as general manager of 401K Data Warehouse, LLC, a software provider he helped establish in 2000. Fidelity Federal Planning Corp. provides investment advisory and portfolio management services to individuals, trusts, corporations, and qualified retirement plans, acting as a 3(21) ERISA fiduciary for plan clients. The firm manages a modest number of accounts and emphasizes a non-discretionary approach, allowing clients to implement or decline recommendations and retain proxy-voting authority.

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.

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.

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.

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 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.

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.

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.

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.