Jason Driver is a financial advisor with Adair Financial Private Client Group in West Chester, PA. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior work includes roles at LPL Financial LLC, The Investment Center Inc, IC Advisory Services Inc, and Dunham and Associates. Adair Financial Private Client Group provides investment management and financial planning services to individuals, high-net-worth clients, employer retirement plans, and businesses. The firm manages approximately $11 million across 30 client relationships, using a largely asset-allocation driven, passive investment approach with ETFs and mutual funds, supplemented by fundamental, technical, and cyclical analyses when appropriate.

William Curry is a financial advisor at Delaware Advisory Group, Inc. with 48 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes roles at firms such as Blackridge Asset Management, Kovack Advisors, and Berthel Fisher & Company Financial Services. Outside of investment advisory, he is president of Tax Possibilities, Inc., a business and estate planning firm, and Wealth Wisdom Group, Inc., which focuses on marketing. Delaware Advisory Group, Inc. operates primarily through a co-advisory model in partnership with Flexible Plan Investments, LTD, providing investment services, financial planning, and consulting. The firm focuses on selecting and monitoring external managers, conducting due diligence, and assisting clients with portfolio reviews and onboarding, while the co-advisor retains discretionary trading authority.

John Gulli is a financial advisor at Kendall James Advisors with nine years of industry experience. He holds a Series 65 designation and has worked at John Paul Gulli since 2006. Kendall James Advisors provides discretionary portfolio management focused on equity-oriented portfolios for qualified clients. The firm employs a value-oriented investment approach based on fundamental analysis and manages accounts on a discretionary basis, offering ongoing supervision, rebalancing, and performance reporting.

Eric Thompson is a financial advisor at Thompson Capital Management, LLC in West Chester, PA, holding a Series 65 credential with 12 years of industry experience. He has led his independent advisory firm since 2013 and concurrently works as a senior validation engineer in the engineering and construction industry, where he serves on corporate committees focused on strategy and quality control. Thompson Capital Management provides portfolio management primarily for individual and high-net-worth clients, using a diversified approach that includes publicly traded equities, ETFs, REITs, fixed income, and international securities. The firm employs a combination of fundamental, technical, and quantitative analysis alongside various trading strategies, managing accounts on a discretionary basis according to customized investment policies.

Adil Masani is a CFP® and ChFC® with 18 years of industry experience. He is the managing member of Masani Wealth Management, LLC, an independent advisory firm he has led since 2010. In addition to his advisory role, Masani is an independent insurance agent, spending approximately 10% of his time in insurance sales and services. Masani Wealth Management provides personalized financial planning and discretionary investment management to individuals, business owners, and charitable organizations. The firm combines portfolio management with comprehensive planning services and employs a range of analytical techniques, including fundamental, technical, and cyclical analysis, to support client objectives.

Benjamin Conteh is a financial advisor at Bargeld Financial with a Series 66 designation and two years of industry experience. He previously worked at Edward Jones and is involved in tax advising and notarial services through his role at Triage, LLC. Bargeld Financial is a fee-only independent investment adviser serving individuals, families, small businesses, non-profits, and retirement plans. The firm employs a bottom-up fundamental research approach combined with Modern Portfolio Theory, integrating both active and passive equity and fixed-income strategies, and incorporates ESG criteria upon request.

Carter Lee is a CFA® charterholder and founder of Lenape Investments, LLC, an independent advisory firm based in West Chester, PA. He has 13 years of industry experience and has led Lenape Investments since 2015. Outside of his advisory work, Lee serves as chairman of the Tatnall School Investment Committee and is a member of the Mount Cuba Center Investment Committee, both of which oversee endowment investment management. Lenape Investments provides discretionary equity portfolios primarily for high-net-worth individuals and families, managing approximately $36.4 million across 15 client relationships. The firm employs a fundamental, bottom-up investment approach focused on concentrated U.S. large-cap stocks and maintains a separate-account only policy to create bespoke portfolios.

John Lyttle III is the sole advisor at The Lyttle Company, LLC, an independent firm based in Chadds Ford, PA. He holds a Series 65 designation and has seven years of industry experience, including prior roles at Health Monitor Network and Vornado Realty Trust. The Lyttle Company provides portfolio management and retirement fund consultation to individual investors, primarily focusing on IRAs and self-directed 401(k) accounts. The firm employs a research-intensive, long-term investment approach centered on corporate fundamentals and direct security selection, typically constructing diversified portfolios of 25–30 positions while using various instruments to manage risk.

Jeffrey Kaczmarczyk is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. He is currently the sole advisor at Tri-State Wealth Advisors, having previously worked at Blue Rock Financial Group, MLK Investments, Roch Capital, FS Investment Solutions, LLC, and Wilmington Trust. Tri-State Wealth Advisors is an independent registered investment adviser serving individual and high-net-worth clients with portfolio management, comprehensive financial planning, and pension consulting. The firm integrates tax preparation services through an affiliated tax firm and applies fundamental analysis, modern portfolio theory, and technical analysis within a long-term trading approach.

Glenn Surowiec is the sole advisor at GDS Investments, LLC, an independent firm based in West Chester, PA. He holds a Series 65 designation and has 24 years of industry experience, including 14 years with GDS Investments. Prior to founding the firm, he held institutional portfolio management and research roles at the principal level. GDS Investments provides discretionary portfolio management and advisory services to individuals, trusts, and estates, managing approximately $19.7 million across 40 client relationships. The firm employs a value-oriented, research-driven approach focused on business strength, management quality, conservative valuation, and event-driven catalysts, with portfolios customized to client objectives and risk tolerance.

My passion is bringing clarity and confidence about money and a feeling of security to the families who have entrusted me to guide them. I have more than 25 years of experience working with hundreds of families and pair that with deep technical knowledge to help you maximize your financial life. Working with me, we’ll first address your biggest concerns and agree on what areas to prioritize. Then we’ll identify and address gaps across all aspects of your financial plan. Retirement and goal planning, investments, and taxes are often the primary issues to address, but over time we will also review your estate plan, insurance, employee benefits, and just about any other financial issue that may come up. I especially love working with those who are philanthropically minded, helping them maximize their charitable giving to support the causes they love. I work on a flat-fee basis, primarily with ongoing relationships but can also provide 1-time plans. I am also “advice-only”, meaning that I do not control or directly manage your investments. I do provide specific and actionable investment recommendations and can help you implement changes. I believe in low-cost, passive strategies and believe that simpler is almost always better. There are no asset minimums, but I find that I work best with mid to late-stage professionals approaching or transitioning into retirement. I primarily meet virtually and can serve clients across the country. Always 100% Fiduciary, never any products to sell you. Pricing can vary depending on complexity, but usually consists of an initial start-up fee of $2500, then $550 monthly for as long as we agree that I am providing value. 1-time engagements typically range from $4,500 to $6,500. In addition to being a CERTIFIED FINANCIAL PLANNER™ professional, I hold the Accredited Estate Planner (AEP®) and Tax Planning Certified Professional (TPCP®) designations, a master’s degree in Personal Financial Planning, and am a Chartered Advisor in Philanthropy (CAP®). I live in Newark, Delaware with my wife Maria, and together we have 3 wonderful children, Allie, Zach, and Josh. I am involved in the community with several organizations and non-profits.

Steven Engle is a CFP® professional with two years of experience, currently serving as the sole advisor at Asbury Capital in West Chester, PA. He also works as a Senior Account Executive at Skience, dedicating about half of his time to that role. His prior experience includes positions at Asset-Map, Pennsylvania Capital Management, and academic roles at Golden Gate University and Temple University. Asbury Capital is an independent, fee-only registered investment adviser that provides discretionary portfolio management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm combines passive and active strategies through asset allocation and portfolio construction, managing approximately $1.5 million in client assets across seven relationships.

Bruce Hunt is a financial advisor at Rose Valley Asset Management LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rose Valley since 2006. Rose Valley Asset Management LLC provides wealth management, investment management, financial planning, and consulting primarily to individual and high-net-worth clients. The firm manages approximately $90 million for about 70 clients, offering tailored portfolio management and written financial plans with a focus on fundamental and technical analysis, asset allocation, and use of mutual funds and ETFs.

I often hear two common questions from my clients: "Am I saving enough for retirement?" and "How can I reduce my tax burden?". These are crucial questions that need comprehensive and objective financial planning. I’m passionate about helping my clients find financial clarity and achieve their financial goals with personalized planning and investment strategies, with a special focus on tax planning. My mission is to help individuals, families, retirees, and business owners make wise financial decisions and effectively grow, manage, and protect their assets throughout life's various and often complex transitions. As a fee-only financial planner and fiduciary, I always put my client's interests first. I never receive any commission or incentive and I have an obligation to provide unbiased and trustworthy financial advice. I’m happy to offer flexible fee arrangements for clients who wish to manage their own investments. I am a CERTIFIED FINANCIAL PLANNER™ professional as well as a Pennsylvania-licensed Certified Public Accountant. I live in Delaware County, Pennsylvania with my wonderful wife, Whitley, and our beautiful daughter.

Damian Scavo is a financial advisor at Streetbeat LLC with four years of industry experience. His prior roles include positions at Nowcasting.ai Inc., Deep Forecast Inc., Samba TV - Free Stream Media Inc., and Axwave Inc. Streetbeat LLC provides non-discretionary online investment advisory services through a web-based platform and mobile app, offering AI-driven strategy recommendations composed of publicly traded stocks and ETFs. The firm emphasizes algorithmic model-based strategies, maintains primarily non-discretionary client relationships with limited allocation authority, and operates without charging an advisory fee.

Sam John is a CFA® charterholder with 10 years of industry experience, currently serving as the sole advisor at Phronimos Capital, LLC since 2014. He holds a Series 63 license and operates out of Kennett Square, PA. Phronimos Capital, LLC is an independent registered investment adviser that offers discretionary portfolio management and separately managed accounts to a select group of individual and institutional clients. The firm employs a combination of fundamental and quantitative analysis to pursue deep-value strategies, often focusing on underfollowed small-cap and international securities, and utilizes options and derivatives as part of its investment approach.

Benjamin Chambers is a Certified Financial Planner (CFP®) with 20 years of industry experience. He is the managing member and Chief Compliance Officer of Elevation Wealth LLC and has previously worked with Purshe Kaplan Sterling Investments and Trinity Financial Partners II, LLC. Outside of his advisory work, Chambers coaches youth soccer on weeknights. Elevation Wealth LLC provides financial planning and portfolio management services primarily to individuals, high-net-worth clients, and small businesses. The firm employs an investment approach based on Modern Portfolio Theory, focusing on diversified, tax-efficient, low-cost vehicles, and incorporates client constraints in its generally nondiscretionary management style.

Jeremy Mcgraw is a financial advisor at Merit Investment Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merit Investment Management since 2009. The firm manages approximately $15.1 million for individual and institutional clients, offering discretionary portfolio management and investment advisory services. Merit combines low-cost, diversified ETF model portfolios with an actively managed global dividend equity strategy and serves both corporate and individual investors.

Hi, I’m Bob Falcon. I'm the President and Founder of Falcon Wealth Managers LLC and College Funding Solutions LLC. I leverage my unique skills as a CPA (Tax) along with my CFP(R) to provide tax-efficient financial and retirement advice to my clients. The clients that I provide the most value for are those recently retired or nearing retirement. Most have saved well in their 401(k)s and IRAs but are looking at a huge tax liability the rest of their lives. They need strategies (including Roth conversions) to minimize income and IRMAA taxes in retirement. My tax CPA background plus my CFP(R) allow me to excel in helping these clients! After graduating from Villanova with a BS in Accounting, I started my financial services career working 9 years in public accounting as a CPA in Tax. I rose to the Manager level in a Big 4 Accounting firm, then broadened my expertise by earning an MBA at Kenan-Flagler Business School (UNC-Chapel Hill). Today, my goal is to make sure my clients do not pay any more tax than is legally required so that they (not the government) can enjoy their lifetime savings. As a self proclaimed "Tax Geek with Personality," I revel in helping my clients to pay as little tax as possible. I help my younger clients with their executive compensation (stock option) strategies as well as optimizing their employee benefit selections. I also provide college financial planning services that can significantly lower the family’s out of pocket cost of college. In the end, I want all my clients to share their wealth with their children, grandchildren, and their charities instead of with the government.

Richard Seiwell is the sole advisor at Seiwell Advisors, LLC in West Chester, PA, holding a CFA® designation and a Series 65 license with 27 years of industry experience. He founded Seiwell Advisors in 2003 and has served as a trustee and member of both the finance and investment committees at Catawba College, volunteering approximately 15 hours per month. Seiwell Advisors provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a fundamental analysis-based investment process, managing a small client base with a principal-led approach and conducting formal portfolio reviews at least quarterly.