Daniel Parker is a financial advisor at Cuthbert Capital Management LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill Lynch and Nest Investments BD LLC. Outside of advisory work, he operates an independent insurance agency focused on fixed insurance products. Cuthbert Capital Management LLC provides discretionary asset management primarily for high-net-worth individuals, offering customized portfolio construction and ongoing monitoring. The firm employs a client-specific investment process combining fundamental and technical analysis, serving a small, concentrated client base with a $1,000,000 account minimum.

Jocelyn Wright is a CFP® with 24 years of industry experience and is the sole advisor at Ascension Legacy Partners, Inc. Based in Philadelphia, PA, she has held roles at a variety of firms including PF Wealth Management and the CFP Board Center for Financial Planning. In addition to financial advising, she maintains an active insurance license. Ascension Legacy Partners serves individuals, high-net-worth households, nonprofit organizations, and employer plan sponsors by offering investment management, comprehensive financial planning, retirement plan consulting, and insurance solutions. The firm integrates technology-enabled estate planning and coordinates with outside specialists to provide a comprehensive approach to wealth management and retirement services.

Daniel Dolcini is the principal of Dolcini Capital Management, an independent advisory firm, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has managed his own firm since 2001, following a role at BMA Advisors, LLC. Dolcini is also president of DOLCINI, D'ELIA & STRAIN, a financial services company engaged in insurance sales. Dolcini Capital Management provides investment management and financial planning to individuals, trusts, small businesses, corporations, and estates. The firm develops client-specific investment strategies based on personal financial information and market research, offering non-discretionary portfolio management alongside written financial plans and referrals for discretionary or alternative investment services.

Alan Gottlob is a financial advisor at Ethos Financial Group, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ethos Financial Group since 2024. Prior to this, he was with TFS Securities, Inc. and has maintained a longstanding role at Shingle Oak Advisors, LLC since 2001. He also serves as a board member of West Bay Holdings Ltd, where he provides strategic, capital, and actuarial governance oversight. Ethos Financial Group is a multi-team registered investment adviser managing approximately $2.14 billion and serves individuals, trusts, estates, charitable organizations, and institutional clients. The firm offers diversified, model-based portfolio management and financial planning services, utilizing a mix of mutual funds, ETFs, equities, and fixed income, supplemented by third-party research and AI tools for support.

Lawrence Hirsch is the sole advisor at Deerfront LLC in Philadelphia, PA, holding a Series 65 credential with five years of industry experience. He has operated Deerfront LLC since 2012 and has taught topics related to Judaism since 2006. Hirsch also owns RapidlyRetire, through which he delivers educational seminars and webinars on options trading strategies. Deerfront LLC provides fee-based investment advisory services to individual investors using a custom, non-discretionary approach focused on active options trading, with trades implemented only upon client approval. The firm’s methodology emphasizes options analytics and risk management, tailoring services to client objectives.

Sharon Binstok is a CFP® with 33 years of industry experience and has been with The SEB Group, Inc. since 2007, where she serves as president and sole owner. Prior to and during her time at The SEB Group, she was also affiliated with Commonwealth Financial Network from 2007 to 2021. Outside of her advisory role, she is active as a musical performer. The SEB Group is a small advisory firm serving individuals, high-net-worth families, trusts, estates, and retirement plans. The firm focuses on written financial planning and consulting, along with tax preparation and related accounting support, using fundamental analysis and asset-allocation recommendations without discretionary portfolio management.

Jason Cole is a CFP® professional with 25 years of industry experience, currently serving as the sole advisor at Full Court Strategic Wealth, LLC since 2020. His prior experience includes 15 years at Abacus Wealth Partners, LLC and ongoing involvement with Off Court Management Group, LLC, a business management consulting firm he founded. In addition to his advisory role, he provides consulting services in full-service business management. Full Court Strategic Wealth, LLC offers non-discretionary investment advisory services to individuals, business entities, trusts, and estates, focusing on financial planning and investment consulting. The firm typically manages portfolios through mutual funds, ETFs, private investment funds, and municipal bonds, operating primarily on a non-discretionary basis with client approval required for transactions.

Michael Bonfrisco is the sole advisor at Bonfrisco Wealth Management LLC in Cherry Hill, NJ, holding a Series 65 credential with 13 years of industry experience. He also owns and operates Bonfrisco Law Firm, where he has practiced law for over 25 years. Bonfrisco Wealth Management LLC provides ongoing portfolio management and fixed-fee financial planning primarily to individual and high-net-worth clients. The firm employs a combination of technical analysis and modern portfolio theory within a long-term trading approach, investing in mutual funds, equities, bonds, and fixed-income instruments, with all account reviews conducted by the sole managing member.

Jackson Menzel is the sole advisor at Menzel Asset Management LLC, an independent firm based in Philadelphia, PA. He holds a Series 65 designation and began his advisory role in 2025. Prior to founding his firm, he has worked as an engineer at Lockheed Martin Corporation since 2022 and has experience in both academic and management roles. Menzel Asset Management provides investment advisory services to individuals and high-net-worth clients with a focus on actively managed growth investing and strategic asset allocation. The firm emphasizes fundamental analysis for equity selection and offers both discretionary and non-discretionary services tailored to client goals, including performance-based fee arrangements for qualified clients.

Janel Manella is a CERTIFIED FINANCIAL PLANNER™ with 18 years of industry experience, currently practicing at Co-Missions Financial Planning since 2017. She holds the CFP®, Series 66, and Series 65 designations and has been involved with HomeMaker since 2012. Co-Missions Financial Planning serves individuals, high-net-worth clients, institutions, trusts, and estates with comprehensive financial plans, ongoing planning subscriptions, and discretionary portfolio management. The firm combines quantitative and qualitative analysis to construct IPS-driven portfolios and accommodates ESG and client-specific restrictions, also offering educational seminars and occasional pro bono engagements.

James Juliano is a financial advisor at Kairos Capital Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Kairos Inc. since 2004 and UBS Paine Webber since 2002. Kairos Capital Advisors, LLC provides investment management services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plan sponsors. The firm employs a top-down, government-policy driven investment approach using dynamic asset allocation primarily with low-cost, passively managed ETFs across six broad asset classes.

Lee Molotsky is the principal of Molotsky Tax Advisory Group, LLC, an independent advisory firm based in Voorhees, NJ. He holds Series 63 and Series 66 credentials and has 19 years of experience in financial advisory services. Molotsky also works as an independent insurance agent, spending approximately half of his professional time in this capacity. His work history includes roles at Greentree Mortgage Company and SHM Financial Group. Molotsky Tax Advisory Group primarily serves individual clients, as well as trusts, estates, small businesses, and retirement plans. The firm offers discretionary asset management and comprehensive financial planning, customizing portfolios based on clients’ objectives and risk tolerances using fundamental, technical, and cyclical analysis.

Jordan Moore is a financial advisor at Champion Investments LLC with six years of industry experience. He holds a Series 65 designation and has worked at Champion Investments since 2019. In addition to his advisory role, Moore is an assistant professor of finance at Rowan University, a position he has held since 2017. Champion Investments LLC provides discretionary portfolio management services to individual investors, high-net-worth individuals, and small businesses. The firm employs an active, signals-driven investment approach that combines fundamental and technical analysis to select U.S. equities and ETFs, typically reviewing portfolios weekly and trading on a discretionary basis.

Eric Nelson is a CERTIFIED FINANCIAL PLANNER™ at Independence Wealth with 13 years of industry experience. He previously worked at Woloshin Investment Management before founding Independence Wealth Advisory Services LLC, where he has been since 2018. In addition to his financial advisory role, he is licensed as a life and health insurance agent. Independence Wealth provides discretionary investment management and comprehensive financial planning primarily to individuals, high-net-worth clients, and business owners. The firm focuses on passive, asset-allocation portfolios supplemented by fundamental and technical analysis, managing approximately $80.7 million in assets for about 100 clients.

Matthew Ramos is a CFP® professional with 18 years of industry experience. He currently leads Mpower Wealth Management, LLC, an independent firm he has been with since 2021. His prior experience includes roles at Forum Financial Management, MAR Financial Planning, and Cassaday & Co. Outside of financial advising, Ramos worked for Golfdom from 2016 to 2019. Mpower Wealth Management, LLC is a fee-only, state-registered investment adviser serving individuals, families, and institutions. The firm offers discretionary investment management and a variety of financial planning services, utilizing diversified, asset-allocation portfolios based on Modern Portfolio Theory and primarily implemented with low-cost mutual funds and ETFs.

Rafik Ghazal is a financial advisor at Guardian Solutions with 13 years of industry experience. He holds the Series 66 designation and has been with Guardian Solutions LLC since 2012. In addition to his advisory role, he is involved in the independent sale of life and health insurance policies. Guardian Solutions provides portfolio management and financial planning services to individuals, small businesses, and non-profits. The firm employs a combination of fundamental and technical analysis and offers discretionary and non-discretionary management across various asset classes, including stocks, mutual funds, ETFs, options, and bonds.

Kenneth Ginsburg is a CFP® and CFA® affiliated with TrueStar Financial Partners. He has prior experience at T. Rowe Price Group and The Vanguard Group, with industry experience totaling nine years. His background also includes two years at American Axle & Manufacturing. TrueStar Financial Partners provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, employing a Modern Portfolio Theory-based investment approach with a long-term trading horizon and documented client risk tolerances.

Donald Gudhus is the sole advisor at Oracle Financial Group, an independent firm based in Philadelphia, PA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 21 years with Oracle Financial Group. In addition to his advisory role, he is involved in tax preparation, accounting, insurance, and teaching activities outside of investment management. Oracle Financial Group provides investment advisory services, retirement planning, and income tax preparation exclusively to individual clients. The firm manages assets primarily on a non-discretionary basis, tailoring portfolios to client goals and risk tolerance, with ongoing monitoring and quarterly reviews.

Robert Wilson is the sole advisor at Wilson Insight in Philadelphia, PA, holding Series 63 and Series 65 licenses with seven years of industry experience. He has led Wilson Insight since 2014. Outside of his advisory role, he is involved with ROBWILSONTV LLC, a media, public speaking, and coaching venture unrelated to investment activities. Wilson Insight is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management across traditional and alternative asset classes, utilizing asset allocation informed by fundamental, technical, charting, and economic analysis, and may engage third-party investment managers as appropriate.

Joseph Falcone is a financial advisor at Falcon Royal Investment Management in Philadelphia, PA, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked concurrently in the hospitality industry, including roles at Le Meridian and Westin Hotel. Falcone has also worked temporarily in hotels across different states and internationally. Falcon Royal Investment Management provides portfolio management services to individual and high-net-worth clients, managing approximately $3.13 million across nine relationships. The firm employs a long-term, non-discretionary investment approach based on modern portfolio theory, focusing on asset allocation and risk management with quarterly reviews.