William Mccartin is a financial advisor with First Financial Security, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been associated with MML Investors Services, Inc. since 1995. First Financial Security, LLC is a state-registered independent investment adviser serving individual clients with approximately $9.6 million in non-discretionary assets across 27 accounts. The firm employs both fundamental and technical analysis to implement long-term, short-term, and trading strategies, managing accounts primarily on a non-discretionary basis and offering individualized portfolio management alongside limited securities advice and special consultation engagements.

I founded Whitford Financial Planning after working in the financial services industry for 25 years. We help people dealing with changes in life such as planning for retirement, adjusting to a job change, managing investments, or handling an inheritance. Your Retirement, Stress Free - Our comprehensive services are designed to coordinate your investments, tax strategies, retirement income needs, insurance, and estate planning goals. From day one, we work to maximize the efficiency of your financial resources, and as a fiduciary, we provide solutions that are always in your best interest. Through regular meetings and communications we keep your plan on track by adjusting to economic conditions, tax law changes, and updates to your personal situation. With Whitford as your financial partner, we help you do the little things right and avoid possible costly mistakes. Visit our website to learn more!

David Sung is a CFA® charterholder and the principal advisor at MVO Private Wealth, LLC. He has seven years of prior industry experience, including roles at DeNovo Capital Group, Tide Capital Management, and Wealth Enhancement Group. Sung has been with MVO Private Wealth since 2026. MVO Private Wealth serves a selective clientele of high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, and closely held business entities. The firm offers discretionary portfolio management, held-away account guidance, and comprehensive financial planning, employing a bespoke, tax-aware investment approach that combines strategic asset allocation, fundamental analysis, and probabilistic planning with selective use of options and derivatives.

Edward Roche is the sole advisor at Freedom Mountain Investments, an independent firm based in Paoli, PA. He holds a Series 65 designation and has 19 years of industry experience, having led Freedom Mountain Investments since 2006. Outside of his advisory role, he occasionally provides consulting services in the pharmaceutical sector. Freedom Mountain Investments offers discretionary portfolio management primarily to individual and high-net-worth clients, utilizing a research-driven, fundamentally oriented investment process. The firm maintains a small client base and employs a "Venerable Owner" strategy focusing on companies with significant long-term ownership, resulting in more concentrated portfolios suited for longer time horizons and higher risk tolerance.

My firm, CJ Perry Financial, provides the opportunity for ongoing financial advice. Our clients generally include people who are planning to retire soon or who are recently retired. We’re available to answer your questions and address your concerns. We have two primary advisory service offerings: 1) Wealth Management Services Includes Investment Management Services and Comprehensive Financial Planning. 2)Project-Based Financial Planning As a one-time engagement. Here we assess aspects of your financial life, determine goals, and provide you with a financial plan to address those goals. As part of our Wealth Management offering, Investment Management Services includes appropriate asset allocation, security selection, rebalancing, tax considerations, and ongoing maintenance. Comprehensive Financial Planning involves helping you identify your financial and life goals and developing a plan to address those goals. This may include cash flow analysis, debt management and budgeting, Social Security claiming strategies, health care planning, estate and tax management, risk management, and retirement transitioning.

Kurt Ebner is the sole advisor at EHB Financial Resources Management, Inc. in Exton, PA. He holds the CFP®, CFA®, and Series 63 designations and has 35 years of industry experience. He has been with EHB Financial Resources Management since 1986. EHB Financial Resources Management provides portfolio management, financial planning, and accounting/tax services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm’s investment approach emphasizes asset-allocation-driven portfolio construction with a long-term buy-and-hold strategy, integrating accounting and tax services alongside asset management.

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.

Jeffrey Thompson is a CFP® professional with 35 years of industry experience, currently serving as the sole advisor at Stoneridge Wealth Advisors, LLC since 2006. He is also a licensed insurance producer authorized to solicit applications for annuity and life insurance contracts. Stoneridge Wealth Advisors is an independent firm that provides non-discretionary investment advice and financial planning services to individuals, trusts, charitable organizations, private foundations, and retirement plans. The firm employs a top-down, modern-portfolio approach with an emphasis on asset allocation and diversification, and also offers pension and retirement-plan consulting alongside ongoing account monitoring and reporting.

David Kring is a CFP® professional with 19 years of industry experience and has led Conestoga Wealth Management since 2011. He is also a licensed insurance agent and engages in talent and entertainment activities as well as contributing to BrightScope.com. Conestoga Wealth Management specializes in financial planning and coordinates asset management through third-party managers for individuals, high-net-worth clients, and pension/profit-sharing plans. The firm emphasizes documented Investment Policy Statements, quarterly reviews, and a long-term, modern-portfolio-theory approach without maintaining discretionary trading authority or custody of client assets.

Alan Weiss is a Series 65-licensed advisor with 23 years of industry experience. He has worked at Dynamic Investment Strategies, Inc. since 2003 and has been involved with Historical Documents Co. and Blue Water Fishing Tackle Co. for multiple decades. Dynamic Investment Strategies, Inc. provides discretionary investment advisory services to individuals, trusts, estates, and business entities, focusing on mutual fund portfolios with a proprietary technical analysis approach. The firm employs short-term trading strategies, including intraday and leveraged mutual funds, and offers limited financial planning and non-investment consulting.

Michael Henzes, CFP®, MBA, EA Hi, my name is Mike. If you’re looking for someone to help you objectively answer a couple questions or guide you through the variety of financial/life events you’ll be experiencing over the next 20-40 years; you’ve come to the right place!!! My mission is to help you use your human and financial resources to live your best life NOW and in the FUTURE. Some ways we’re different from other advisors: Advice Only – Never worry about being sold something you don’t want. No upfront fees – You get billed after the work is done - not before. CFP® Professional – Rigorously trained and dedicated to your best interest. Choice – You choose the level of service that fits your needs. Low annual fee – Planning and investment management for one low fee. No minimum asset requirement – We base our relationship on the value we bring NOT the value of the accounts you bring. I'm originally from Northeast Pennsylvania (Blakely, PA) and currently live in Southeast Pennsylvania, Western Montgomery county (Pottstown, PA). I attended the University of Pittsburgh and finished my last two years at West Chester University of Pennsylvania where I earned a Bachelor of Science degree in Accounting. I went on to earn my MBA, with a concentration in Finance, from St. Joseph’s University in Philadelphia and hold a certificate of completion from the College for Financial Planning’s Elite-CFP education program. I am a CERTIFIED FINANCIAL PLANNER™ professional and an enrolled agent admitted to practice before the Internal Revenue Service. I've accrued more than 23 years of experience in the accounting and financial services industry in a number of different capacities. Most notably, I served as a Regional Director for a leading global provider of outsourced asset management where I had the opportunity to work with hundreds of advisors and see, first hand, how great firms operate and serve their clients. You can learn more about my professional background here: LinkedIn: https://www.linkedin.com/in/finplanningspecialist/ On the personal side, I've been married for over 20 years and have four children. I enjoy tinkering, working on cars, being in the outdoors and I'm a basketball enthusiast. If you’d like to talk and further explore how we might be able to help, I would encourage you to give us a call, send an email or use the scheduling app on our website. I sincerely appreciate your interest and look forward to connecting with you soon. – Michael Henzes

Grant Wei is a CFA® charterholder with two years of industry experience. He is the principal advisor at Limeral Research and has previously worked at Parnassus Investments and Sanford Bernstein. Limeral Research provides discretionary portfolio management for individuals, high-net-worth clients, trusts, estates, and other business entities. The firm employs a fundamental, research-intensive approach focused on a concentrated portfolio with a multi-year investment horizon and emphasizes alignment of interests through substantial personal investment by the managing member.

Christopher Buckley is a financial advisor at Black Diamond Advisory Partners with 9 years of industry experience. He holds a Series 66 license and has previously worked at Ameriprise Financial Services, Morgan Stanley, and JP Morgan Chase. Buckley is also a licensed insurance agent. Black Diamond Advisory Partners serves individual investors, trusts, corporations, and retirement plans by providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a variety of analytical methods and asset-allocation strategies, with a focus on pension and profit-sharing plans alongside general wealth management.

Robert Smith is a CFP® professional with 40 years of industry experience. He has been with Comprehensive Financial Advisers since 1998, serving as the sole advisor at the independent firm based in Exton, PA. Comprehensive Financial Advisers provides personal financial planning and tailored wealth-management services for individuals, families, trusts, estates, and family businesses. The firm emphasizes managing downside risk through a combination of relative-return, absolute-return, tactical strategies, and alternative investments, delivering advice via a consultative process that coordinates with other advisors and addresses retirement plan rollovers under applicable regulations.

Brian Schreiner is a financial advisor with 24 years of industry experience, currently operating as the sole advisor at Alpha Rock Investments, LLC. He holds Series 65 and Series 63 licenses and has previously worked at Metric Financial LLC, Integral Wealth Securities LLC, and CMG Capital Management Group Inc. Alpha Rock Investments, LLC is an independent, single-advisor registered investment adviser that provides individualized asset management and comprehensive portfolio management to individuals, trusts, pension, and business clients. The firm employs a diverse set of research methods and strategies, including long-term buys, tactical trades, and the use of private credit and alternative investments alongside public securities.

Brian Lureen is the President and CEO of Heritage Advisory Services, Inc., an independent firm based in Malvern, PA. He holds Series 63 and Series 65 designations and has 38 years of industry experience. Since 2007, he has been involved with several affiliated entities including Heritage Fincorp, Inc., Heritage Wealth Management Services, Inc., and Heritage Financial Systems, Inc. In addition to his advisory role, he manages strategic growth, compliance, and corporate initiatives across these companies. Heritage Advisory Services serves individuals, pension and profit-sharing plan participants, trusts, accredited investors, and high-net-worth clients. The firm employs a tactical asset-allocation strategy combining fundamental screening, technical indicators, and both active and passive management, with a primarily non-discretionary approach aligned to client objectives and risk profiles.

Jake Landau is a CFP® professional with 11 years of industry experience, currently operating Woolstone Wealth Management. His career includes roles at Vanguard, Charles Schwab, and Schwab Wealth Advisory, as well as a position with Men in Blazers. Woolstone Consulting LLC, founded in 2026, is an independent, fee-only registered investment adviser providing discretionary investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm integrates modern portfolio theory through a blend of passive and active strategies and offers financial planning both alongside investment management and as a standalone service.

Richard Byrne is the sole advisor at Divi-Vest Advisors with 44 years of industry experience. He holds Series 63 and Series 65 designations and has led Divi-Vest Advisors since 1991. Outside of his advisory role, Byrne serves as managing partner of Colorfield Partners, an artist’s estate management firm. Divi-Vest Advisors is an independent, fee-only investment adviser serving high-net-worth individuals and institutional clients. The firm focuses on dividend-yield and dividend-growth equity selection, primarily using stocks from major indices, and manages assets on a discretionary basis.

Joshua Fennimore is the sole advisor at Benchmark Financial, an independent advisory firm located in Schwenksville, PA. He holds Series 63 and Series 65 credentials and has 19 years of industry experience, with 18 years at his own firm, Fennimore Advisory, LLC dba Benchmark Financial. Benchmark Financial serves individuals, trusts, estates, and businesses with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm customizes portfolios using mutual funds, ETFs, individual stocks and bonds, and provides ongoing reviews and communication while integrating third-party platforms for consolidated reporting and planning.