William McKenna is a financial advisor at McKenna & Sullivan Inc with 45 years of industry experience. He holds the ChFC® designation and Series 63 license and has been with McKenna & Sullivan since 1999. The firm provides estate and financial planning, personal money management, small business consulting, and investment management services to individuals, estates, trusts, retirement plans, and businesses. Their investment approach emphasizes non-discretionary asset management, utilizing SEI institutional model portfolios and mutual funds, with client approval required for all trades and rebalancing.

Ben Engel is a financial advisor at Modesto Capital with a Series 65 designation and two years of industry experience. He has held roles at WideQ Financial and Meged Funding Group, where he performs accounting and finance tasks alongside his advisory work. Modesto Capital serves individual investors, high-net-worth individuals, and businesses, offering discretionary asset management, comprehensive financial planning, and retirement-plan advisory services. The firm combines public seminars and workshops with pension consulting and manages a concentrated client base with a focus on strategic asset allocation and ongoing portfolio monitoring.

Dean Spear is a financial advisor with The Benchmark Group RIA Services, LLC, holding a Series 63 designation and over 23 years of industry experience. He has been with The Benchmark Group since 1998 and has served in roles across related firms since 1997. Outside of advising, he is a partner and owner of commercial real estate ventures and is a 50% owner of Solarbridge Capital, LLC, a start-up focused on commercial solar projects. The Benchmark Group RIA Services, LLC provides comprehensive financial planning to high-net-worth individuals and owners of family-owned businesses, as well as consulting for pension and employee benefit plans. The firm’s services emphasize planning and consulting over portfolio management, working closely with clients’ legal and accounting advisers and referring plan sponsors to independent investment managers.

Gregory Hart is a CERTIFIED FINANCIAL PLANNER™ with 10 years of industry experience. He has been the sole advisor at Haddon Wealth Management, LLC since 2015. Haddon Wealth Management, LLC is a fee-only, independent registered investment adviser serving individuals, high-net-worth clients, trusts, estates, business entities, and charitable institutions. The firm offers financial planning and discretionary investment management, incorporating tax-aware portfolio construction and a focus on charitable giving strategies.

Stephen Giordano is a financial advisor at Woodmont Wealth Management, LLC with 26 years of industry experience. He holds a Series 66 license and previously worked at firms including Avantax Advisory Services and Cetera Wealth Services. Outside of financial advising, he owns American Ink, a printing business that produces items such as business cards and signage. Woodmont Wealth Management provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients, employing a range of analytical methods to tailor investment strategies to client objectives. The firm is independently owned and currently in an early stage of operations.

Nathan Martin is a financial advisor with Atlantic Financial Management LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Atlantic Financial, he worked at LPL Financial and Private Advisor Group, LLC. Outside of his advisory role, Martin owns Harbour Closing Company, a mobile notary and real estate wholesaling business. Atlantic Financial Management serves individual and high-net-worth clients with discretionary investment management, wealth management, and financial planning. The firm employs a primarily long-term investment approach using low-cost mutual funds, ETFs, and other instruments, and manages client assets on a discretionary basis.

Robert Vile is a CFA® charterholder with 22 years of industry experience. He has been with Prime Solutions Financial Services Corp. in Horsham, PA since 2003. Prime Solutions Financial Services Corp. provides discretionary portfolio management and investment advisory services to individual and institutional clients, managing approximately $12.7 million. The firm employs a bottom-up, growth-oriented investment approach focused on U.S. large-cap companies, combining fundamental and technical analysis with low portfolio turnover and customized strategies.

Matthew Kulpa is a financial advisor at CWM, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at CWM since 2021. Prior to that, he has been involved with Main Street Investment Advisors and is a principal at Roman & Kulpa, an accounting firm where he prepares individual, corporate, and fiduciary tax returns. Kulpa also serves as Treasurer on the Board of Trustees for the Roman Catholic High School Alumni Association. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Neal Keitz is the sole advisor at Keitz Investment Management Ltd. in Jenkintown, PA, with 31 years of industry experience. The firm has a background in accounting, reflecting Keitz’s prior ownership of an accounting practice and experience as a Certified Public Accountant. Keitz Investment Management Ltd. provides discretionary investment management and standalone advisory services to individual investors, trusts, non-profits, and corporate clients. The firm follows a value-investing philosophy through its internally developed K.I.M. System, focusing on long-term equity ownership, active security selection, diversification, and tax-aware portfolio management.

Michael Parise is a financial advisor at Copper Beech Financial Group, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at firms including American Portfolios and Family Office Partners, Inc. In addition to his advisory role, Parise is a licensed life and health insurance agent and a practicing attorney who has provided legal services related to estate document drafting. Copper Beech Financial Group offers discretionary portfolio management, financial planning, family office services, and financial audits for individuals, pension plans, insurance companies, and business entities. The firm customizes investment programs to client goals, uses third-party research and model strategies, and has a variety of non-investment affiliations including an insurance agency, broker-dealer registered representatives, and legal services.

Kathleen Schroeder is a financial advisor with RMAS, Inc. who holds Series 63 and Series 65 licenses and has 31 years of industry experience. She has worked with J Alden Associates, Alden Capital Management, Capitol Securities Management, and has been involved with Risk Management Advisory Services, Inc. since 2001. Schroeder is also vice president of Kings Management Company, where she is involved in insurance sales and tax preparation. RMAS, Inc. provides discretionary investment supervisory services and individualized portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $81.7 million across about 98 client accounts, using fundamental analysis and a mix of long- and short-term strategies tailored to client objectives and risk tolerance.

Tylor Love is a financial advisor at Family Wealth Partners LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Bank of America. Outside of his advisory role, he is a co-owner of a family rental property. Family Wealth Partners, founded in 2019, provides discretionary wealth management to individuals, trusts, estates, and small businesses. The firm manages approximately $131 million in client assets using proprietary model portfolios and a combination of fundamental and technical analysis.

John Parise is a financial advisor at Copper Beech Financial Group, LLC in Moorestown, NJ, with 40 years of industry experience. He holds a Series 63 designation and has previously worked at American Portfolios Financial Services, Inc., Family Office Partners, Inc., and OSAIC. Outside of his advisory role, he manages a commercial real estate company and is involved in fixed life insurance businesses. Copper Beech Financial Group provides discretionary portfolio management, financial planning, family office services, and financial audits for individuals, pension plans, insurance companies, and businesses. The firm customizes investment programs based on client goals and uses quantitative optimization and third-party research, offering a range of investment vehicles and integrated family office and legal services.

Soumyadeep Sinha is a financial advisor at Friedenthal Financial, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Independence Equity, LLC before joining his current firm. Friedenthal Financial serves individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and corporations, providing portfolio management, financial planning, consulting, and retirement-plan advisory services. The firm uses strategic or tactical asset allocation based on clients’ Investment Policy Statements and manages all client assets internally with a discretionary approach.

Richard Weidner is a financial advisor at Financial Planning Services with 14 years of industry experience and has been with the firm since 1981. He holds a management role in a home repair company called Capstone Property Management, dedicating a few hours weekly to its operations. Financial Planning Services provides portfolio management and financial planning primarily to individual clients, focusing on non-discretionary investment strategies tailored to income needs, tax considerations, and risk tolerance. The firm manages approximately $48.5 million for a small client base and operates with a two-advisor team.

James Smith is a financial advisor at Prime Solutions Financial Services Corp. with 23 years of industry experience. He holds a Series 63 designation and has worked at Prisol Securities, Inc. since 2001, alongside his ongoing roles at Prime Solution Financial Services Corp. and Prime Solutions Securities, Inc. since 1999. PrimeSolutions provides discretionary portfolio management and investment advisory services to individual and institutional clients. The firm focuses on bottom-up, growth-oriented strategies with concentrated U.S. large-cap equity portfolios and customized balanced allocations, serving a client base that excludes high-net-worth individuals.

David Du Charme is a financial advisor at DuCharme Wealth Advisors, LLC with nine years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining DuCharme Wealth Advisors in 2023, he worked at several firms including ID Washington Wealth Management and American Wealth Strategy Group. Outside of his advisory role, he serves as Treasurer and Board Member for the Milton Hershey School Alumni Association, assisting with budgeting and financial forecasting. DuCharme Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and small businesses with portfolio management, financial planning, and retirement-plan consulting. The firm focuses on discretionary investment management using strategic asset allocation and tax-aware, lower-cost portfolios, and also provides insurance and annuity solutions alongside traditional investments.

Richard Borowy is a Series 65-licensed financial advisor with Alvin Clay Financial Advisors, LLC, based in Jenkintown, PA. He has over three decades of industry experience, including 32 years at Pitcairn Trust Company and work as an independent consultant prior to joining Alvin Clay Financial Advisors. Alvin Clay Financial Advisors serves individuals, pension and profit-sharing plans, charitable organizations, corporations, and private education institutions. The firm provides discretionary portfolio management and consulting services using a goal-based, tailored approach and manages assets primarily through model portfolios and managed account programs in partnership with SEI Investment Management.

Mark Finelli is a financial advisor at Family Wealth Partners LLC with 25 years of experience. He holds a Series 66 designation and has worked at institutions including Bank of America and Merrill. Outside of financial services, he is the owner of Laura Sportfishing, a charter fishing business, and volunteers as a coach in Medford, NJ. Family Wealth Partners provides discretionary wealth management to individuals, trusts, estates, and small businesses, managing approximately $131 million across about 222 client relationships. The firm employs proprietary model portfolios alongside independent managers, utilizing both fundamental and technical analysis in its investment approach.

Frederic Wheeler is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at Friedenthal Financial, LLC. He has been with Friedenthal Financial since 2010 and also operates Wheeler Enterprises, LLC, where he works as a consultant outside of trading hours. Friedenthal Financial, a team-based firm, manages approximately $174 million in discretionary assets and serves individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides portfolio management, financial planning, and retirement-plan advisory services, employing both strategic and tactical asset allocation approaches tailored to each client’s Investment Policy Statement.