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.

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.

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.

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.

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.

Timothy Slothower is a CFP®-certified financial advisor with 21 years of industry experience. He is the principal of Grace Financial Advisors LLC, an independent firm he has led since 2017, following prior roles at Harbor Financial Services and operating under his own dba. Outside of advising, he serves as CFO for Keener Kraftsmen LLC, a general contracting business focused on home renovations, and works as an independent insurance agent offering various insurance products. Grace Financial Advisors LLC provides comprehensive financial planning and investment management to individuals, small businesses, foundations, and charitable organizations. The firm’s investment approach combines fundamental analysis with active and passive strategies, emphasizing long-term growth, income, and capital preservation, and includes services such as retirement-plan advice and periodic educational workshops.

Robert Hackett is the principal of On Target Financial Planning and holds a Series 65 designation with two years of industry experience. He has worked at Weston Solutions Inc. since 2013, where he serves as CIO and Vice President, Director of Technology. His role at Weston Solutions is separate from his financial advising activities. On Target Financial Planning provides fee-only financial planning and tax-preparation services to individuals and high-net-worth clients through ongoing, limited-scope, and subscription-based engagements. The firm does not manage client assets or execute trades, instead offering portfolio guidance based on a combination of fundamental, technical, cyclical, and charting analyses, incorporating both passive and selectively active fund strategies.

Samuel Lewis is a financial advisor at SJL Financial LLC in Wilmington, Delaware, holding the ChFC® designation and a Series 65 license with four years of industry experience. He serves as Recruiting Superintendent for the Delaware Air National Guard, a role he has held since 2012. SJL Financial, LLC is a fee-only, single-advisor firm providing project-based and ongoing comprehensive financial planning to individuals, including retail and high-net-worth clients. The firm delivers written plans and recommendations without managing assets, typically favoring passive portfolio construction and employing a mix of fundamental, technical, cyclical, and charting methods in its investment analysis.

John Anagnos is a financial advisor at Aetolia Capital LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer & Co from 2013 to 2017 before founding Aetolia Capital in 2017. Aetolia Capital provides discretionary investment management primarily for individuals, households, and high-net-worth clients. The firm employs a macroeconomic-driven, research-intensive investment approach that integrates fundamental, quantitative, and technical analysis across various asset classes, managing about $38.85 million across approximately 63 client accounts as of the end of 2024.

Hi! I’m Ryan Langan, a CERTIFIED FINANCIAL PLANNER™, and the Founder of Your Path Fi, a fee-only financial planning and investment management firm. I help pre-retirees and retirees gain financial clarity, use their money to live impactful lives, and create their unique path through retirement. We are proud to be different from your typical financial advisor. ✅ Retirement Planning Focus: We don’t take a generalist approach. Retirement planning is our specialty as we focus on helping you reach retirement and make the most of your retirement. ✅ Tax Planning: Many advisors avoid tax planning. We understand the importance of tax planning as part of your overall plan, and we use our extensive tax background to incorporate tax efficiency and minimization into your plan. We also handle the preparation of your income tax returns. ✅ Transparent Fees: We love transparency, and you deserve to know what you are paying your advisor. We are proud to be fee-only, meaning we do not sell products or receive commissions. Our sole source of revenue is from the planning advice we provide you. We charge a flat annual planning fee that is not a percentage of your investment assets. ✅ Independent: We are not associated with any bank, brokerage, or insurance company. This allows us to offer true holistic financial advice without following a corporate agenda that restricts us or pressures us to provide advice only in certain areas. ✅ Proactive & Deep Relationships: You are not just an account number or investment portfolio balance. We believe true retirement planning starts with defining and understating your purpose, and we are genuinely interested in helping you define your purpose. We intend to serve a limited number of individuals/couples, allowing us to deliver a highly personal and proactive planning relationship. ✅ Virtual: We are located in the suburbs of Philadelphia, Pennsylvania, but we can work virtually with anyone in the U.S.

With over half a decade of experience managing $425M in assets for more than 200 households, I founded this firm with a clear vision: to provide truly personalized financial advice by understanding your unique goals and creating a clear path to achieve them. My extensive background in wealth management has taught me that successful financial planning isn't about complex products, opaque fees and cookie-cutter solutions. I believe in delivering clear, actionable advice grounded in goal-oriented financial planning - not arbitrary metrics or sales quotas. Every client deserves a strategy as unique as their aspirations.