Thomas Laessig is a financial advisor with Fidelity Federal Planning Corp. in Montgomeryville, PA. He holds the ChFC® and Series 63 designations and has 22 years of industry experience. In addition to his advisory role, he serves as general manager of 401K Data Warehouse, LLC, a software provider he helped establish in 2000. Fidelity Federal Planning Corp. provides investment advisory and portfolio management services to individuals, trusts, corporations, and qualified retirement plans, acting as a 3(21) ERISA fiduciary for plan clients. The firm manages a modest number of accounts and emphasizes a non-discretionary approach, allowing clients to implement or decline recommendations and retain proxy-voting authority.

Robert Harrison V is a financial advisor at AES Triplex with a Series 65 designation and less than one year of industry experience. Prior to his advisory role, he worked in various positions including at Jimmy John's and participated in Teach for America. He holds an active real estate license and may provide real estate services to clients. AES Triplex offers portfolio management services to individuals, high-net-worth clients, and charitable organizations, utilizing a combination of cyclical and fundamental analysis alongside modern portfolio theory and quantitative techniques. The firm employs diverse investment strategies and provides discretionary trading authority, monthly account reviews, and detailed custodian reports.

Richard Armon is a Series 65-licensed financial advisor with Wealth Preservation Consultants, LLC, where he has provided investment advice for 14 years. He has been with the firm since its founding in 2011. Wealth Preservation Consultants, LLC is an independent, fee-only registered investment adviser serving primarily individual clients, including many high-net-worth individuals, as well as businesses, charities, and small pension plans. The firm’s investment approach is based on fundamental analysis and includes a range of securities such as stocks, bonds, mutual funds, ETFs, REITs, and government securities, with selective use of covered options and leveraged or inverse ETFs.

Kevin Belskie is a CFP® professional at Fat Cat Financial Advisor in Norristown, PA, with seven years of industry experience. He previously worked at The Vanguard Group, Inc. for five years and has held roles across financial services and other fields, including a period as a professional baseball player. He operates an affiliated insurance practice alongside his advisory role. Fat Cat Financial Advisor provides discretionary asset management and customized financial planning primarily to individual and high-net-worth clients. The firm’s investment approach focuses on fundamental analysis and longer-term holdings, with portfolios managed on a discretionary basis and reviewed quarterly.

Peter Elliott is a financial advisor at ALJ Capital, LLC in Cheltenham, PA, holding a Series 65 designation with over 18 years of experience through his work at Charles P. Elliott, PC and ALJ Capital. He maintains a dual role, splitting his time between his advisory practice and an affiliated accounting firm. ALJ Capital provides investment advisory and wealth management services primarily to individuals, high net worth clients, trusts, and estates, offering discretionary portfolio management and comprehensive financial planning. The firm emphasizes fundamental analysis with a long-term investment orientation, utilizing ETFs, stocks, bonds, and occasionally options or cash hedges, and maintains ongoing client communication while acting as a fiduciary.

Kahlilah Dowe is a CFP® professional with 18 years of industry experience, currently serving as the sole advisor at TrueWealth Solutions. Her prior work history includes roles at Vanguard and The Fedcap Group. TrueWealth Solutions is an independent firm serving individuals, couples, and families with fee-only financial planning, project-based planning, and short-term coaching. The firm emphasizes passive investment strategies, asset allocation, and periodic portfolio reviews, offering services on a fixed-fee basis without managing client assets.

Michael Rudolph is the sole advisor at Springdale Advisors and holds the CFA® designation with eight years of industry experience. He has been with Springdale Advisors LLC since 2009. Springdale Advisors is a fee-only, independent firm that provides discretionary investment management primarily to high-net-worth individuals, trusts, foundations, and endowments. The firm employs concentrated all-capitalization global growth stock strategies with both long-only and long/short positions, using a combination of fundamental, technical, and cyclical analysis alongside corporate rating and pricing data.

Dawn Santoriello is a CERTIFIED FINANCIAL PLANNER™ professional with 18 years of industry experience, currently operating as the sole advisor at DS Financial Strategies, LLC. Her prior experience includes roles at Efficient Advisors, Sowell Management, and Coinbase Capital Markets, among others. Outside of her advisory work, she engages in paid speaking engagements related to investing and participates as a Fem City Ambassador in a professional networking group. DS Financial Strategies, LLC serves individuals, high-net-worth clients, corporations, charities, and qualified retirement plans by providing comprehensive financial and estate planning, targeted consulting, and retirement plan services. The firm uses third-party investment advisers for portfolio management, focusing on delivering written financial plans and ongoing monitoring rather than direct asset management.

Timothy Powers is the sole advisor at Powers Capital Management in Conshohocken, PA, holding Series 63 and Series 65 licenses with 24 years of industry experience. He founded Powers Capital Management in 2019 after 13 years at Benefit Consultants Group and BCG Securities, Inc., as well as a year at Banc of America Investment Services, Inc. Powers Capital Management is an independent, state-registered investment adviser serving individuals, families, trusts, and small business owners. The firm offers discretionary portfolio management and comprehensive financial planning, employing a combination of strategic and tactical asset allocation, regular rebalancing, and tax-aware strategies across a range of investment types including mutual funds, ETFs, equities, fixed income, and alternative assets.

Wayne Gifford is the sole advisor at Financial Spectrum Inc. in Abington, PA, with 27 years of industry experience. He holds a Series 63 designation and has been with Financial Spectrum Inc. since its founding in 1999. Outside of his advisory role, he is a shareholder partner at Gifford & Uslin PC CPA's, a firm providing accounting, bookkeeping, tax consulting, and computer system services to individuals and small businesses. Financial Spectrum Inc. provides fee-only investment management and financial planning for individuals, high-net-worth clients, pension plans, and charitable organizations. The firm employs a non-discretionary investment approach, utilizing fundamental, technical, and economic analysis to create diversified portfolios tailored to client objectives.

Latanya Savage is a CFA® charterholder with six years of industry experience. She previously worked at Dupont Capital Management for ten years. Savageadvisory provides stock-specific advisory services to individual investors, focusing on fundamental analysis and a growth-at-a-reasonable-price (GARP) investment philosophy. The firm offers proprietary stock research, recommendations, portfolio analysis, and fee-based educational seminars, while clients execute transactions through their chosen broker-dealers.

James Cipriotti is the principal advisor at Retire Ready Wealth Management in Radnor, PA, with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has operated as a self-employed financial professional since 2002. Cipriotti is also a licensed insurance agent and spends part of his time selling various insurance products. Retire Ready Wealth Management provides investment advisory and financial planning services to individuals and high-net-worth clients, offering both discretionary and non-discretionary managed accounts. The firm’s investment approach focuses on customizing asset allocation based on clients’ time horizons and risk tolerances, utilizing strategies such as dollar-cost averaging and technical analysis.

Charles Piermani is the principal and sole advisor at Piermani Charles J Associates, an independent firm based in Norristown, PA. He holds over 23 years of industry experience and has been operating his advisory and tax consulting businesses since 1976. In addition to financial advising, Piermani serves as a tax consultant, providing tax preparation and advice. Piermani Charles J Associates offers discretionary portfolio management and financial planning to individual investors, high-net-worth individuals, and trusts. The firm manages approximately $74.6 million in discretionary assets and emphasizes technical analysis with both long- and short-term trading strategies, supported by monthly account reviews and written reporting.

Matthew Tae is the principal advisor at Diversified Human Solutions in Philadelphia, PA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been leading Diversified Human Solutions, including its subsidiary Fellow Travelers, since 2009 and also serves as president overseeing insurance and employee benefits operations. Diversified Human Solutions advises retirement plan sponsors, participating employers, business owners, and individuals, providing retirement plan investment management, financial planning, and consulting services. The firm manages plan-level investment menus focused on broadly diversified, low-cost funds with periodic rebalancing, and offers financial planning on fixed-fee or hourly arrangements, distinguishing itself through an integrated approach with affiliated payroll, recordkeeping, and accounting services.

James Spindler is a CFP® with 32 years of industry experience, currently serving as an advisor at Summit Investment Advisory Group LLC since 2020. His prior roles include positions at Girard Advisory Services, Girard Investment Services, and UNIVEST Bank & Trust Co. He is also licensed as an insurance agent and sells insurance products as a part of his professional activities. Summit Investment Advisory Group provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs tailored investment strategies and offers a modular financial advice subscription service, managing approximately $57 million in discretionary assets for around 116 clients.

Charles Manning Jr. is the principal of Charles Manning & Associates, Inc., an independent advisory firm where he has worked since 1998. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Outside of his advisory work, he manages a developmental energy business, U.S. Power & Light, Inc., devoting a small portion of his time to this activity. Charles Manning & Associates provides discretionary and consultative investment supervisory services to individuals, trusts, estates, and institutional clients. The firm focuses on domestic large-cap stocks and tax-free municipal bonds, managing portfolios on an account-by-account basis with a combination of top-down and bottom-up research.

Jonathan Tang is a financial advisor at Green Trails Wealth LLC with 12 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Goldman Sachs & Co. LLC, First Republic Bank, and JP Morgan Chase. Green Trails Wealth LLC is an independent, fee-only advisory firm serving a small number of clients, including high-net-worth individuals, charitable organizations, and businesses. The firm provides comprehensive financial planning without discretionary portfolio management, using a mix of passive and active fund analysis based on Modern Portfolio Theory, and also offers educational seminars and speaking engagements on personal finance.

Mario Pelosi is the sole advisor at Time Investments, LLC, an independent investment advisory firm based in Huntingdon Valley, PA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Mr. Pelosi has managed Time Investments since 2007. Time Investments, LLC specializes in personalized investment advisory and asset management services primarily for federally insured credit unions and small-business 401(k) plans. The firm operates on a non-discretionary, consultative basis and coordinates with third-party administrators and institutional custodians.

Jonathan Liggett is a CFA® charterholder and the sole advisor at Orbital Management, with five years of experience managing his own firm and additional industry experience dating back to 2011. Prior to founding Orbital Management, he held roles at i360 LLC, CAST Environmental LLC, Six Lambda LLC, and JL Squared Group, LLC. Outside of his advisory work, he serves as Head of Data Partnerships at i360 LLC, focusing on building external client partnerships for data products. Orbital Management provides discretionary investment advisory services to high-net-worth individuals, foundations, trusts, endowments, family offices, and corporate institutions. The firm uses detailed investor profiling and investment simulations to develop strategic asset allocations, blending passive ETFs with selected active managers, and offers management on discretionary, non-discretionary, or hybrid bases.

Benjamin Gialloreto is a CFA charterholder and the sole advisor at BRG Financial, LLC, with three years of industry experience. Prior to founding BRG Financial in 2023, he worked at SEI Investments from 2018 to 2023 and has a background in commercial real estate. BRG Financial provides discretionary asset management and financial guidance to individuals, high-net-worth clients, business entities, and qualified retirement plans. The firm employs a combination of fundamental and technical analysis alongside Modern Portfolio Theory, integrating artificial intelligence tools as supplemental inputs, and emphasizes pension consulting and ERISA plan management.