Stephen Kitching is a financial advisor at Kitching Partners, LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at GKFO, LLC and Forefront Analytics, LLC. Kitching Partners advises individuals, families, trusts, charitable organizations, foundations, and corporations, providing discretionary investment management and family enterprise services such as family governance structuring and estate planning coordination. The firm employs client-specific asset allocation with a mix of active and passive strategies, fundamental and quantitative research, and alternative investments, managing approximately $538.6 million in client assets.

Calvin Rose is a Series 65-licensed advisor with Clear Capital Management LP, where he has worked since 2020. He has five years of industry experience and previously spent ten years at Dechert LLP. Rose is a non-paid member of the Philadelphia Bond Club. Clear Capital Management LP provides discretionary portfolio management and financial planning primarily for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a proprietary quantitative framework to manage portfolios with a combination of passive and active strategies, supported by geographically diverse operations and ongoing process improvements.

Nicholas Troia is a financial advisor with Nest Egg, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Cetera, Flushing Bank, and Valley Bank. Nest Egg provides discretionary investment management primarily using ETFs, mutual funds, and annuities for individuals, corporations, trusts, nonprofits, and retirement plans. The firm employs proprietary quantitative and qualitative models with an automated, algorithm-driven approach to portfolio management and serves a large client base through internet, kiosk, and intermediary channels.

Victoria Abaev is a CFP® professional affiliated with WealthFD and has nine years of prior experience at Aspiriant and five years at Blue Summit Wealth Management. She has been with WealthFD for one year as part of a five-advisor team. WealthFD serves individuals, high-net-worth clients, and retirement plans with portfolio management, comprehensive financial planning, and pension consulting. The firm integrates accounting and advisory services, offering tax preparation, personal bookkeeping, and tax-planning alongside investment management.

Jason Dorfman is a financial advisor with Nest Egg in Conshohocken, PA, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at The Vanguard Group for two years and at Hand and Stone Franchise Corp for four years. Dorfman is also a licensed representative of Nest Insurance LLC, a subsidiary of Nest Egg. Nest Egg provides discretionary investment management primarily using ETFs, mutual funds, and annuities for individuals, corporations, trusts, nonprofits, and retirement plans through an internet and kiosk-based advisory program. The firm uses proprietary quantitative and qualitative models combined with technical, fundamental, and cyclical analysis to manage portfolios on a discretionary basis with limited face-to-face contact.

Kenneth Coniglio is a financial advisor at JW Nova Wealth Partners with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Pwa Financial, LLC for 12 years before joining PW Nova Financial Services. JW Nova Wealth Partners manages approximately $308 million for a diverse client base, including high-net-worth individuals, pension plans, charitable organizations, and government entities. The firm offers wrap-fee wealth management, pension consulting, and financial planning, employing a range of analytical methods and investment strategies tailored to client goals documented in Investment Policy Statements.

Stephen Paul is a CFP® and holds a Series 65 license, with seven years of experience in the financial industry. He has been with Wick Capital Partners, LLC since 2019 and also operates as a self-employed accountant providing tax compliance and consulting services. Wick Capital Partners offers personalized asset management and financial planning to a diverse client base, managing approximately $930 million in discretionary assets. The firm integrates fundamental analysis with both active and passive investment strategies and provides services that include discretionary portfolio management and retirement-plan consulting.

Lamont Brown is a financial advisor at Odyssey Capital Advisors Inc. with 25 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Saxony Securities and Kestra Advisory Services, among others. Outside of advising, he is involved with Lankenau Holdings, LLC, a real estate investment company. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm customizes investment strategies based on clients’ goals and risk tolerances, employing various approaches including long-term holdings, trading, and option strategies.

John Gambone is a CFP® and ChFC® with 11 years of experience in the financial services industry. He is currently with EntreWealth, where he has worked since 2023, following prior roles at Vital Capital LLC, The Ascent Group, and Ameritas Investment Company. Gambone is also licensed as an insurance agent. EntreWealth is a nine-advisor firm managing approximately $222 million in assets, serving individuals, high-net-worth clients, businesses, and pension and profit-sharing plans. The firm employs a long-term investment approach combining multiple analytical methods and offers both discretionary and non-discretionary portfolio management tailored to each client’s investment policy statement.

Michael Horwath Jr. is a CFA® charterholder with 14 years of experience in financial advisory roles. He has worked at Lansing Street Advisors since 2026 and previously held positions at Diversified Enterprises, LLC and Securities Service Network, LLC. He is based in Ambler, PA and holds Series 63 and Series 65 licenses. Lansing Street Advisors is a team-based firm that provides discretionary and non-discretionary wealth management, portfolio management, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach emphasizes long-term fundamental analysis and constructs portfolios primarily using exchange-traded funds, with additional allocations to mutual funds, equities, fixed income, and independent managers as appropriate.

Allyson Mangine is a CFP® and holds a Series 66 license, currently serving with Amplius Wealth Advisors. She has five years of industry experience, including prior roles at Fidelity Investments and RBC Capital Markets. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans, offering discretionary portfolio management, comprehensive financial planning, and access to third-party managers. The firm combines customized advice with model portfolios and leverages platform relationships to implement and monitor client strategies.

Julia Hopson is an advisor at Odyssey Capital Advisors Inc. with a Series 65 designation and one year of industry experience. Prior to joining Odyssey, she held roles at Pitcairn Trust Company and has experience working in other sectors including fitness at CorePower Yoga and hospitality at Village Brewing Co. Additionally, she has been involved with Temple University over multiple years. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm customizes investment programs using fundamental analysis and a range of strategies while offering ongoing portfolio monitoring and coordinating with third-party managers.

Donna Woytek is a financial advisor with Gibraltar Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Gibraltar Wealth Management since 2002 and also has a long tenure with Cresap, Inc. Gibraltar Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with financial counseling, investment management, retirement-plan advisory, and wealth management services. The firm uses a combination of proprietary and model-driven approaches, including specialized programs such as Relative Strength advisory and an interactive service for active investors.

Colton Growney is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at Gibraltar Wealth Management, LLC. He has previously worked at firms including The Colony Group, LLC and Brinker Capital. Gibraltar Wealth Management advises individuals, retirement plans, trusts, estates, charitable organizations, corporations, and private investment funds through financial counseling, investment management, and wealth management services. The firm focuses on tailored strategies that emphasize clients’ accumulation and preservation goals using a multi-asset class framework and offers both discretionary and non-discretionary portfolio services.

Lance Rosina is a financial advisor at Wellfull with 11 years of industry experience. He holds a Series 66 designation and previously worked at Bernardo Wealth Planning LLC and Stifel Financial Corp. Rosina serves as a board member for the Fellowship of Christian Athletes, providing oversight for Bucks County FCA groups. Wellfull serves individuals, families, trusts, retirement plans, and other organizations with financial planning, discretionary portfolio management, and retirement plan consulting. The firm emphasizes financial planning as the foundation for its investment approach and manages portfolios using model-based asset allocation alongside multiple analysis methods.

Cortright Wetherill III is a financial advisor with Wick Capital Partners, LLC and holds a Series 65 designation. He has seven years of industry experience, including prior roles at Red Rocks Group and Drexel University. He has been with Wick Capital Partners since 2019. Wick Capital Partners provides asset management and financial planning services to individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities. The firm manages approximately $930 million in discretionary assets and employs a combination of fundamental analysis, active and passive strategies, and integrated financial planning.

Lawrence Hollin is a financial advisor at Invicta Advisors LLC with 21 years of industry experience. He holds a Series 63 designation and has worked at Invicta Capital, SSG Capital Advisors, LLC, and CV Brokerage Inc. Outside of his advisory role, he is involved in business consulting through Arch Street Advisors. Invicta Advisors provides portfolio management, financial planning, and targeted consulting to individuals, pension plans, charitable organizations, and corporations. The firm combines fundamental, quantitative, and qualitative analysis in its investment approach and offers a range of advisory arrangements, including discretionary and non-discretionary services.

At HealthyFP, we're your money guide for life's changes. Your dollars need to keep pace with your biggest goals. HealthyFP builds clear, step‑by‑step plans for busy people so you can enjoy today while staying ready for tomorrow. We automate your savings, fine‑tune your resources, and remove money stress so you can focus on life, not spreadsheets. We’re modern, tech-forward, and future-focused; not your parents’ stock picker. Our advice is built on data, not hype.
 Our tools are built to make life easier, not more complicated. Our Philosophy Simplify Your Journey. Amplify Your Results. Most financial advice sounds smart but never turns into action. That’s not us. We’re here to simplify your path and make sure every step is one you can actually take. Here's how we do it: ✔️ Leverage: Make every dollar and every minute count ✔️ Simplify: Eliminate overwhelm from your financial life ✔️ Streamline and Automate: Systems that work, so you can live ✔️ Maximize Flexibility: No one has a crystal ball; your plan should adapt as life does ✔️ Direction Over Speed: The right path > the fastest one ✔️ Action Over Theory: Advice is only useful if it moves you forward, ours always does

Mark Feldser is a financial advisor with Wick Capital Partners, LLC, holding 10 years of industry experience. He has worked at Wick Capital since 2019, following prior roles at West Capital Management and West Capital Management, Inc. Wick Capital Partners advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, providing personalized asset management, comprehensive financial planning, and fiduciary services. The firm employs a combination of fundamental analysis and active and passive investment strategies, managing most client assets on a discretionary basis and conducting regular portfolio reviews.

Robert Macaulay is a CFP®-designated financial advisor with 36 years of industry experience. He is currently with JMAC Enterprises LLC and has previously worked at Wells Fargo Advisors and its affiliated entities. Outside of advisory work, he is involved in insurance sales on a limited basis. JMAC Enterprises LLC, operating as Brick House Strategic Wealth, serves individuals, trusts, estates, businesses, and retirement plans with wealth management, discretionary investment management, and financial planning services. The firm employs a long-term investment strategy using both fundamental and technical analysis and manages approximately $919 million with a small team, also sponsoring a wrap-fee program for clients.