David Fleisher II is a financial advisor with Firstrust Financial Advisors in Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Equitable Advisors and AXA Advisors and has served as a trustee for Ithaca College. Since 2024, he has also been the mayor of Cherry Hill Township, NJ. Firstrust Financial Advisors provides financial planning, non-discretionary portfolio management, and pension consulting to individuals, municipalities, trusts, estates, and other entities, employing an investment approach that combines asset allocation with fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

Sean Wieland is a financial advisor with Tannhauser Financial LLC, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has worked at Prudential Financial Planning Services and PRUCO Securities, LLC, and has been an independent insurance agent since 2017. Wieland is also a licensed insurance agent. Tannhauser Financial provides portfolio management and financial planning services for individuals, including high-net-worth clients. The firm uses a range of analytical methods and offers investment strategies documented in Investment Policy Statements, covering a broad investable universe that includes mutual funds, equities, fixed income, commodities, and private placements.

Arthur Eglington is a financial advisor with Niche Investment Advisors LLC in King of Prussia, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Almanack Investment Partners and Realta Equities, Inc. Outside of advisory work, he is involved in commercial property ownership. Niche Investment Advisors provides investment management, financial planning, and qualified retirement plan consulting to individuals, high-net-worth clients, and various institutional entities. The firm employs both fundamental and technical analysis across multiple investment strategies and offers services on discretionary and non-discretionary bases.

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

Nathaniel Kangpan is the principal advisor at Kangpan & Co. with a Series 65 credential and one year of industry experience. He has previously worked at KG Beacon LLC, Kepler Group, and Kangpan Group LLC. Outside of his advisory role, Nathan occasionally provides limited business consulting and strategy services through Kangpan & Co. Kangpan & Co. is an independent advisory firm serving retail and institutional clients, typically those with at least $500,000 in investable assets. The firm uses a data-driven, analytical approach combining fundamental, quantitative, and portfolio analysis to create customized financial plans, and it publishes a public newsletter detailing its investment strategies and modeled performance.

Ashwini Aragam is the principal of Ashram Capital LLC, holding a Series 65 designation with one year of industry experience. Prior to founding Ashram Capital, Aragam worked at Accenture and Salesforce and was retired from 2021 to 2026. Ashram Capital LLC provides discretionary investment management primarily to individuals and families, including high-net-worth clients, trusts, estates, and business entities when appropriate. The firm employs a long-term, equity-focused approach based on fundamental research and a structured suitability process, constructing portfolios across four components without using margin or leverage.

Rebecca Leonard is a financial advisor at LINC Wealth Solutions with 16 years of industry experience. She holds Series 63 and Series 65 designations and has operated Leonard Investment Consulting, LLC since 2014. LINC Wealth Solutions is an independent, state-registered investment adviser managing approximately $9.8 million in assets for a limited client base that includes individuals, trusts, retirement plans, charitable organizations, and corporations. The firm emphasizes a discovery process to tailor asset allocations using mutual funds, ETFs, and separately managed accounts, employing both long-term and shorter-term strategies with ongoing portfolio monitoring.

Charles Weeks is the sole advisor at Weeks Financial Services, LLC, an independent firm based in Erdenheim, PA. He holds the CFA® designation along with Series 63 and Series 65 licenses, and has 23 years of industry experience. Weeks has led his firm since its founding in 2014. He also serves as an unpaid trustee of an external foundation. Weeks Financial Services provides portfolio management to individuals, high-net-worth families, and trusts and estates, focusing on fundamental analysis and direct stock selection. The firm customizes portfolios based on client-specific restrictions and risk tolerances, offering both discretionary and non-discretionary management through asset allocation and model portfolios.

Epifania Maphosa is a financial advisor at Krown Advisory with Series 65 credentials and one year of industry experience. Her background includes roles at Accountora LLC, Wealth and Keys LLC, Keller Williams Real Estate, and Sofidel America Corp. She also has experience in both the corporate and real estate sectors. Krown Advisory serves individuals, families, pre-retirees, retirees, business owners, and entrepreneurs by providing personalized financial planning, retirement planning, investment advisory, and portfolio management services. The firm operates as a technology-enabled, remote-first adviser with a holistic, planning-oriented approach that includes educational seminars and public education initiatives.

Paul Sun is the sole advisor at Sunquest Wealth Management, LLC, an independent firm based in North Wales, PA. He holds Series 63 and Series 66 designations and has 20 years of industry experience. Sun has led Sunquest Wealth Management since 2013. Sunquest Wealth Management serves individuals and a variety of entities, including pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides discretionary portfolio and investment management along with financial planning services, using fundamental analysis to create tailored portfolios that include mutual funds, ETFs, equities, debt securities, and options.

Hans Sharma is the founder and president of Sharma Associates, Inc., an independent registered investment advisory firm based in Conshohocken, PA. He holds the CFP® designation and Series 63 license and has 37 years of industry experience. Prior to founding his firm, he worked at Kovack Securities Inc., MerCap Securities, LLC, and Innovation Partners LLC. Outside of his advisory work, he is the founder and a volunteer director of the Himalayan Hope Charitable Foundation, a public charity supporting education. Sharma Associates provides comprehensive financial life and retirement planning along with portfolio management for individual clients. The firm utilizes exchange-traded funds and individual stocks to build diversified portfolios with an emphasis on long-term, tax-conscious investing and retirement income solutions.

Daniel Vass is the principal advisor at VASS Financial Strategies in Lafayette Hill, PA, holding a Series 66 designation with 12 years of industry experience. He founded VASS Financial Strategies in 2015 and is licensed to sell life and health insurance, dedicating approximately 15% of his time to insurance sales. VASS Financial Strategies offers investment management and comprehensive financial planning services to individual households, high-net-worth clients, and retirement/pension plans. The firm uses a blend of active and passive investment techniques, manages accounts on a discretionary basis with quarterly reviews, and provides retirement plan consulting and fiduciary services to employer plan sponsors.

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.

Timothy Duckett is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He has been with Bright Forge Capital, LLC since 2017 and previously worked at PNC Bank and as a self-employed advisor. Bright Forge Capital provides investment management and comprehensive financial planning to individual, high-net-worth, charitable, and corporate clients. The firm uses a core-satellite investment approach, combining passive index exposures with active satellite positions and incorporates behavioral finance, business-owner consulting, and personalized indexing strategies in its services.

Paul Kopey is a CFP® and ChFC® with 22 years of experience at Paul R. Kopey & Associates, an independent advisory firm based in Chester Springs, PA. He provides financial and investment advice, planning, and consulting primarily to trustees, executors, individuals, high-net-worth families, and business owners. Paul R. Kopey & Associates offers project-based and comprehensive fee-only services that include portfolio management, financial consultations, business advisory, administration, accounting, and fiduciary tax-return preparation. The firm’s approach is individualized and goals-based, integrating investment management with accounting and trust administration services.

Nisiar Smith is a financial advisor with Courtside Wealth Partners LLC in Blue Bell, PA. He holds a Series 65 designation and has two years of experience in the industry. Prior to founding Courtside Wealth Partners, Mr. Smith held roles at PNC, J.P. Morgan Securities, JPMorgan Chase Bank, and Police and Fire Federal Credit Union. He also serves as a Financial Wellbeing Coach at On The Goga, where he provides financial education programming on topics such as credit, budgeting, and mindset to corporate clients. Courtside Wealth Partners LLC offers investment management and comprehensive financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs a fee-only, discretionary portfolio management approach based on Modern Portfolio Theory, combines fundamental analysis with passive fund strategies, and integrates tax planning through an affiliated accounting firm.

You've spent the last few decades doing all the right things. You saved, sacrificed, and built a bigger nest egg than you ever imagined. But now that retirement is getting closer, or maybe it's started, you're less confident than you were before. You feel yourself struggling to get comfortable with spending your money that you've been saving all this time. You need a plan that helps you see how much you can spend sustainably in pursuit of an amazing retirement before you're too old to enjoy it at all. I can help.

Caden Salvino is the sole advisor at Salvino Capital Management, LLC, an independent firm. He holds Series 63 and Series 65 licenses and has one year of industry experience, including prior roles at JPMorgan Chase and Charles Schwab. Salvino Capital Management, LLC provides wealth-management and portfolio-management services, along with financial planning and consulting, to individuals, families, trusts, estates, business owners, and small businesses. The firm’s investment approach emphasizes asset allocation, tax-aware strategies, diversification, and periodic rebalancing across various securities, with both discretionary and non-discretionary account management.

Bradley Kleinfelter is the sole advisor at Black Oak Wealth Management, LLC in Phoenixville, PA. He holds a Series 66 designation and has 19 years of industry experience, including 17 years with his current firm. Black Oak Wealth Management serves individual and high-net-worth clients by providing ongoing portfolio management and investment supervisory services. The firm emphasizes individualized investment policies and employs a range of analytical methods and trading strategies on a primarily non-discretionary basis, with clients retaining final trade approval.