Philip Mascherino is a financial advisor at Megaannum Capital, LLC with 11 years of industry experience. He has worked at Mascherino Financial Group since 2016 and at Anthony J. Mascherino, CPA since 2009. In addition to his advisory roles, he provides insurance services through Mascherino Financial Group and performs general office work for Anthony J. Mascherino. Megaannum Capital, LLC offers discretionary portfolio management primarily to individual investors and charitable organizations. The firm focuses on aligning portfolios with clients’ goals, time horizons, and risk tolerance through Investment Policy Statements and emphasizes identifying undervalued stocks using macroeconomic, fundamental, and technical analysis.

Ethan Lytle is a financial advisor at Candlelight Financial Solutions with a Series 65 designation and one year of industry experience. Prior to his advisory role, he worked for 19 years at Lincoln University. He is also affiliated with Income and Estate Planning Partners P.A. Candlelight Financial Solutions is a newly formed registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and municipal entities. The firm focuses on customized investment policy statements, discretionary portfolio management using fundamental analysis and modern portfolio theory, and offers a free monthly newsletter.

Craig Lytle is a CFP® professional with 26 years of industry experience. He currently serves at Candlelight Financial Solutions and has held previous roles at Integrity Alliance, Lion Street, and Signator Investors. Lytle owns Income and Estate Planning Partners, P.A., a firm focused on comprehensive financial planning, and is also an independent insurance agent specializing in life, accident, health, and property/casualty insurance. Candlelight Financial Solutions provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and municipal entities. The firm uses fundamental analysis and modern portfolio theory, establishing personalized Investment Policy Statements and occasionally referring client assets to third-party advisers after due diligence.

Lawrence Springer is a CFP® and ChFC® with 46 years of industry experience. He is currently the sole advisor at Sherpa Capital Management, having previously worked at Osaic Wealth, Inc. and Woodbury Financial Services, Inc. Outside of his advisory role, he serves as president of the UM Stewardship Foundation of Greater New Jersey and teaches as an adjunct instructor for the CFP certification program at Fairleigh Dickinson University. He is also a musician and chairs the board of a church. Sherpa Capital Management advises individuals, trusts, estates, corporations, and retirement plans, managing approximately $106 million in assets. The firm employs a passive, asset-class investment approach based on Modern Portfolio Theory, utilizing diversified, low-turnover portfolios primarily composed of no-load mutual funds, ETFs, and conservative fixed-income securities.

Lee Kerr is a financial advisor at Crosswalk Investment Advisory, Inc. with 26 years of industry experience. He has been with Crosswalk Investment Advisory since 1999. Kerr holds Series 63 and Series 65 licenses. Crosswalk Investment Advisory, Inc. provides investment management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, corporations, and estates. The firm employs a range of strategies including fundamental and technical analysis, buy-and-hold, asset allocation, shorter-term trading, short sales, and option writing.

Peter Quigley is a financial advisor at Holos Integrated Wealth with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Renvyle Partners, LLC since 2006. Outside of his advisory role, he serves on the board of the Philadelphia Glider Council, a nonprofit organization promoting aviation. Holos Integrated Wealth provides discretionary wealth management and financial planning to individuals, trusts, estates, charitable organizations, and privately held businesses. The firm employs long-term, goals-based investment strategies using a combination of macroeconomic, fundamental, cyclical, and technical analysis to tailor portfolios according to each client’s risk profile and objectives.

Daniel Picinich is a CFP® with 12 years of industry experience and has been with Private Wealth Management, LLC since 2015. He holds the Series 66 license and operates from Exton, PA. In addition to his advisory role, he owns and manages a tax preparation and filing business, Eagle Tax Service, LLC. Private Wealth Management, LLC provides discretionary and non-discretionary portfolio management primarily to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis and manages accounts directly, employing a range of investment strategies including long-term trading, margin, and options.

Michael Flanagan is a financial advisor with Abridge Partners, LLC in Kennett Square, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Abridge Partners since 2007 and previously worked at LPL Financial Corporation from 2009 to 2021. Abridge Partners serves primarily high-net-worth individuals, their trusts, estates, and retirement accounts, as well as charitable organizations and corporate entities. The firm provides financial planning, consulting, and investment management using a core-satellite portfolio construction and often employs third-party sub-advisers and model platforms.

Brian Stephenson is a financial advisor at Holos Integrated Wealth with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Arkadios Wealth Advisors, Arkadios Capital, and Triad Advisors. Outside of investment advisory, he is involved with insurance-related activities through Delta Consulting Partners, LLC. Holos Integrated Wealth provides discretionary wealth management and financial planning to individuals, trusts, estates, charitable organizations, and privately held businesses. The firm employs a long-term, goals-based investment approach using a combination of macroeconomic, fundamental, cyclical, and technical analysis to tailor portfolios to client risk profiles and objectives.

David Matulewicz is a financial advisor at Holos Integrated Wealth with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Arkadios Wealth Advisors and Triad Advisors. He is involved with Delta Consulting Partners, LLC, a personal services company related to insurance payments. Holos Integrated Wealth provides discretionary wealth management and financial planning to individuals, trusts, estates, charitable organizations, and privately held businesses. The firm employs long-term, goals-based investment strategies using a combination of macroeconomic, fundamental, cyclical, and technical analysis to tailor portfolios to client risk profiles and objectives.

Richard Byerly is a financial advisor with Byerly Investment Management Inc. in Coatesville, PA. He holds Series 63 and Series 65 licenses and has 48 years of industry experience. Byerly has been with his current firm since 2010. Byerly Investment Management is a small independent registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management. The firm manages approximately $6 million in client assets and employs a range of investment instruments and analytical methods, including equity and fixed income securities, options, and private investments, with a focus on customized asset allocation and diversification.

Ryan Ruark is a financial advisor at Candlelight Financial Solutions with three years of industry experience. He holds a Series 66 designation and has worked at firms including Integrity Alliance, LLC and Lion Street Advisors. Outside of his advisory work, Ruark serves as a volunteer board member for the JT Dorsey Foundation and is a committee member of The Foundation for Enhancing Communities. Candlelight Financial Solutions is a registered investment adviser providing portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and municipal entities. The firm uses fundamental analysis and modern portfolio theory to implement strategies tailored to clients’ goals and risk tolerances and offers a monthly newsletter as part of its client communications.

Carol Bradley is a financial advisor at Private Wealth Management, LLC with 20 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Charles Schwab and Charles Schwab Bank for over two decades. In addition to her advisory role, she operates a separate tax-preparation business. Private Wealth Management, LLC serves primarily individual and high-net-worth clients by providing ongoing portfolio management through tailored Investment Policy Statements. The firm manages approximately $75 million in discretionary assets, employing fundamental and technical analysis along with long-term trading and options strategies, while managing all assets in-house.

Edward Plakans is a financial advisor at Crosswalk Investment Advisory, Inc. in Strasburg, PA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Crosswalk Investment Advisory since 1999. Crosswalk Investment Advisory, Inc. provides investment management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, corporations, and estates. The firm employs a range of investment strategies, including buy-and-hold, asset allocation, short-term trading, short sales, and option writing, managing approximately $63.9 million in client assets.

David Summers is a financial advisor at Eagle Investment Advisors with 18 years of industry experience. He holds the Series 66 designation and has been with Eagle Investment Advisors since 2006. Eagle Investment Advisors provides discretionary and limited non-discretionary portfolio management and financial advice to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm focuses on developing personalized investment policies and broadly diversified portfolios, monitoring accounts regularly, and acting as a fiduciary for retirement plan and IRA clients.

Marissa Frizzell is a financial advisor at Abridge Partners, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Proteus, LLC from 2021 to 2025 and Sei from 2012 to 2021. Abridge Partners serves high-net-worth individuals, charitable organizations, and corporate pension and profit-sharing plans. The firm employs a combination of active and passive investment strategies within an institutional, core-and-satellite framework and provides investment management, financial planning, and consulting services.

Ernest Cecilia is a CFA® charterholder with 12 years of industry experience. He has worked at Apricus Wealth LLC since 2021 and previously spent eight years at Bryn Mawr Trust. Apricus Wealth LLC is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tailored, discretionary investment process combining fundamental and technical analysis with long-term strategies and portfolio rebalancing, managing approximately $356 million in regulatory assets through a four-advisor team.

Jason Lazurick is a financial advisor at Schuylkill Financial, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Schuylkill Financial since 2007. Schuylkill Financial, LLC serves individual and high-net-worth clients, managing approximately $123.6 million in discretionary assets for around 126 clients. The firm employs a combination of fundamental, technical, charting analysis, and modern portfolio theory to build portfolios, using mutual funds, ETFs, options, and margin as appropriate.

Brian Talbott is a Certified Financial Planner® with 23 years of industry experience. He is currently with OLIO Financial Planning and has prior experience at The Vanguard Group and Throughline Financial Planning. Talbott is also the owner of Talbott Bookkeeping Services, which provides general bookkeeping services. OLIO Financial Planning serves individual clients across diverse wealth levels, retirement plans, charitable organizations, and corporations, managing approximately $600 million. The firm offers comprehensive financial planning and portfolio management using a buy-and-hold, core-and-satellite investment approach with a distinctive fee structure that includes project-based and fixed fees rather than traditional asset-based fees.

Steve Maconi is a Series 63-licensed financial advisor with 43 years of industry experience. He has worked at Merrill, Bank of America, Wyeth Private Wealth, and Purshe Kaplan Sterling Investments before joining Brandywine Oak Private Wealth LLC, where he has been since 2018. In addition to his advisory role, he is also involved in providing fixed annuity business through his insurance agent activities. Brandywine Oak Private Wealth serves individuals, trusts, estates, corporations, and other entities, offering financial planning, consulting, and both discretionary and non-discretionary investment management. The firm employs a goal-oriented investment approach focused on low-cost, broadly diversified ETFs, tax minimization, and behavioral finance principles, and it offers a range of portfolio management options including model portfolios and separately managed accounts.