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.

Robert Winkelman is a CFP® professional with 41 years of industry experience, currently serving as the sole advisor at Westward Planning Group in Narberth, PA. His prior experience includes roles at 1294 Montgomery LLC, The Leaders Group Inc, and Chesapeake Brokerage. Outside of his advisory work, he is involved in group health sales through Navigation Benefits and serves as a committee member with the Democratic Committee of Lower Merion and Narberth. Westward Planning Group provides comprehensive financial planning and portfolio management services to individuals, families, and small businesses. The firm emphasizes a cost-efficient, asset-allocation investment approach using index mutual funds and ETFs, and it offers ongoing client support through quarterly reviews and a combination of planning and portfolio oversight.

Joseph Brinker is a financial advisor with Brinker Financial, holding Series 63 and Series 65 credentials and over 37 years of industry experience. He has worked with LPL Financial since 2017 and has operated Financial Foresight, Ltd. since 1982. His professional activities also include operating an insurance agency and a tax services business. Brinker Financial provides financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers written financial plans and consultative engagements without discretionary account management, focusing on fixed or hourly fee arrangements while clients retain custody and implementation responsibility.

Janel Manella is a CERTIFIED FINANCIAL PLANNER™ with 18 years of industry experience, currently practicing at Co-Missions Financial Planning in Cherry Hill, NJ. Her career includes positions at Merrill and Wells Fargo Clearing before founding Co-Missions in 2017. Alongside her advisory role, she has been involved with HomeMaker since 2012. Co-Missions Financial Planning serves individuals, high-net-worth clients, institutions, trusts, and estates by providing comprehensive financial plans, ongoing planning subscriptions, and discretionary portfolio management. The firm combines quantitative analysis with qualitative evaluation to build portfolios tailored to client preferences, including ESG considerations, and also conducts 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.

Meet Sean Lovison, the founder of Purpose Built Financial Services, LLC, your trusted advisor for achieving financial independence. Based in Moorestown, NJ, but serving clients virtually across the U.S., Sean specializes in guiding professionals with equity compensation and solo entrepreneurs. With a transparent, fee-only, flat-rate structure and a fiduciary commitment to unbiased advice, Sean prioritizes your financial well-being. His comprehensive services, including tax preparation and wealth management, are designed to organize, grow, and protect your assets, all with the goal of helping you live a more purposeful life. Take the first step toward financial freedom by contacting Sean today.

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.

Winfield Akeley is a financial advisor at Vesta FinancialCare with 19 years of industry experience. He holds a Series 65 designation and has worked at MIT Management Group, Inc. since 1984. Vesta FinancialCare provides personalized investment management and advisory services to individuals, trusts, estates, and charitable organizations. The firm uses a fiduciary-oriented, asset-allocation approach with an emphasis on low-cost index mutual funds, diversification, and periodic rebalancing, serving both individual and institutional clients.

Michael Dechiario is a CFP® certificant with 30 years of industry experience. He is currently principal at Goalpost Wealth Management, LLC, which he joined in 2026. His prior experience includes roles at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of advisory work, he holds ownership interests in a medical packaging product company. Goalpost Wealth Management provides wealth planning, investment management, and oversight of third-party asset managers for individuals, high-net-worth clients, charitable organizations, and pension and profit-sharing plans. The firm employs risk-adjusted, tax-aware asset allocations using a blend of active and passive strategies and offers financial planning and pension consulting services.

Eric Nelson is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Independence Wealth Advisory Services LLC since 2018 and previously spent six years at Woloshin Investment Management. Outside of advisory work, he is also a licensed life and health insurance agent. Independence Wealth is an independent firm providing discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and business owners. The firm focuses on passive, asset-allocation portfolios using index funds and ETFs while incorporating fundamental and technical analysis for portfolio decisions.

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, an independent advisory firm. He has prior experience at T. Rowe Price Group and The Vanguard Group, with additional roles in the financial and manufacturing sectors. He is also involved with TrueStar Tax LLC, an affiliated tax preparation business. TrueStar Financial Partners provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm follows a Modern Portfolio Theory-based investment approach and offers tax-aware financial planning, emphasizing documented investment policies and quarterly portfolio reviews.

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 Fertman is a financial advisor with Bryn Mawr Wealth Management LLC in Bryn Mawr, PA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Bryn Mawr Wealth Management since 2007. In addition to his advisory work, he provides personal and life coaching as well as Shiatsu bodywork, dedicating about 20% of his time to these activities. Bryn Mawr Wealth Management offers investment advisory and portfolio management services primarily to individual clients, as well as to pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses proprietary composite-based models and a formal investment policy statement process to tailor portfolios according to clients’ objectives, risk tolerances, and time horizons.

Shawn Mcgill is a financial advisor with Rittenhouse Wealth Management, LLC in Philadelphia, PA, holding Series 63 and Series 65 licenses and having eight years of industry experience. He previously worked at Wilmington Trust for 13 years before founding his current firm. Mcgill serves as Treasurer and Chair of the Investment Committee for the Union Benevolent Association, a charitable foundation in Philadelphia. Rittenhouse Wealth Management provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes a goal-driven, fiduciary approach, combining qualitative and quantitative analysis to manage discretionary portfolios and oversees third-party advisers as part of its investment process.

Robert Wilson is the sole advisor at Wilson Insight in Philadelphia, holding Series 63 and Series 65 designations with 12 years at Wilson Insight and a total of 8 years in the industry. He previously worked at Blazer Investment Advisors, LLC for three years. Outside of his advisory work, he is involved with ROBWILSONTV LLC, focusing on media, public speaking, and coaching unrelated to investments. Wilson Insight provides investment management, financial planning, and wealth management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs an asset allocation approach informed by fundamental, technical, charting, and economic analysis, offering portfolios that include mutual funds, ETFs, equities, fixed income, REITs, and options, and may engage third-party investment managers when 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.

Michael Ayella Silver is the sole advisor at Michael Leslie Investments LLC, holding a Series 65 license with one year of industry experience. He previously worked at Vanguard and Varsity Tutors and currently serves as a paralegal contractor at Langsam Stevens Silver & Hollaender LLP. Michael Leslie Investments LLC provides discretionary asset management and ongoing financial planning primarily to individual and high-net-worth clients, using a combination of fundamental, technical, and charting analysis with a range of trading strategies. The firm delivers financial planning services mainly through virtual meetings and email.