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.

Gregory Davis is a financial advisor with Vertex Financial Advisors LLC, holding a Series 63 credential and over 27 years of industry experience. He previously worked at Kestra Financial Services, Inc. from 2016 to 2019 and has been with Vertex Financial Advisors since 2011. Outside of his advisory role, he serves on the investment committee for Visit Philadelphia, is a board member for the Pennsylvania Department of Transportation Public Private Partnership, and acts as treasurer for the political action committee The Green Fund and for the Friends of Derek Green mayoral campaign. Vertex Financial Advisors serves individuals, including high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, municipalities, and qualified retirement plans. The firm employs a customized, asset-allocation driven approach combining strategic portfolio construction with various analytical methods and provides institutional-style services such as qualified plan consulting and participant-level advice.

Eric Nelson is a CERTIFIED FINANCIAL PLANNER™ at Independence Wealth with 13 years of industry experience. He previously worked at Woloshin Investment Management before founding Independence Wealth Advisory Services LLC, where he has been since 2018. In addition to his financial advisory role, he is licensed as a life and health insurance agent. Independence Wealth provides discretionary investment management and comprehensive financial planning primarily to individuals, high-net-worth clients, and business owners. The firm focuses on passive, asset-allocation portfolios supplemented by fundamental and technical analysis, managing approximately $80.7 million in assets for about 100 clients.

Patrick Clark is a financial advisor with Neshaminy Creek Advisors in Bensalem, PA, holding Series 63 and Series 65 licenses and 21 years of industry experience. He previously worked at Kestra Financial Services, Inc., and Attleboro Wealth Management. Neshaminy Creek Advisors provides investment management, financial planning, and retirement plan consulting to individuals, charitable organizations, corporations, and public entities. The firm typically uses primarily passive, low-cost portfolios with index funds and ETFs while incorporating active strategies and multiple analysis methods when appropriate, and offers ongoing retirement-plan consulting and fiduciary services to nonprofit organizations and endowments.

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. He has prior experience at T. Rowe Price Group and The Vanguard Group, with industry experience totaling nine years. His background also includes two years at American Axle & Manufacturing. TrueStar Financial Partners provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, employing a Modern Portfolio Theory-based investment approach with a long-term trading horizon and documented client risk tolerances.

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.

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, PA, holding Series 63 and Series 65 licenses with seven years of industry experience. He has led Wilson Insight since 2014. Outside of his advisory role, he is involved with ROBWILSONTV LLC, a media, public speaking, and coaching venture unrelated to investment activities. Wilson Insight is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management across traditional and alternative asset classes, utilizing asset allocation informed by fundamental, technical, charting, and economic analysis, and may engage third-party investment managers as 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.

Lamonte Williams is the CEO and Investment Advisor Representative of Jhanti Financial, with nine years of industry experience. He has managed Jhanti Financial since 2009 and concurrently holds a part-time position with Piedmont Airlines. In addition to his financial advisory role, he is involved in Jhanti International, an export/import company registered as a Veteran Owned Small Business. Jhanti Financial provides portfolio management, investment advisory, and financial planning services to corporations, business development companies, charitable organizations, small businesses, and individuals. The firm employs a combination of fundamental and technical analysis along with sector and political analysis, managing accounts primarily on a discretionary basis while also offering education seminars and subscription-based newsletters.

Alex Perricone is a CFP®-designated financial advisor with four years of industry experience, currently operating as the sole advisor at A.M. Perricone LLC in Shamong, NJ. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company of America. In addition to his advisory work, he is active as a licensed insurance agent. A.M. Perricone LLC provides discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, and business entities. The firm employs a blend of fundamental analysis, modern portfolio theory, and factor-based strategies to create tax-aware portfolios managed on a discretionary basis, often utilizing third-party managers and custodial platform features.

Donald Webb Jr. is the sole advisor at Webb Financial Planning LLC in Haddon Heights, NJ, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has operated Webb Financial Planning LLC since 2003. Webb Financial Planning LLC serves individual and some high-net-worth clients, providing fee-only financial planning and portfolio management without accepting commissions. The firm focuses on fundamental analysis and longer-term strategies, offering advisory services on a fixed-fee and hourly basis with a non-discretionary approach, distinguishing itself by not charging percentage-of-assets-under-management fees.

Kenneth Darby is a financial advisor at Darby Investment Services LLC with four years of industry experience and a Series 65 designation. He has a background in tax preparation, operating Darby Tax Service since 2016, and previously worked at PHI Service Company for 11 years. Darby Investment Services LLC is a fee-only financial planning firm serving individuals and families, providing advice on taxes, cash flow, retirement planning, and investment allocation. The firm offers fiduciary, non-discretionary recommendations tailored to clients’ tax situations and risk tolerance, typically focusing on no-load mutual funds, ETFs, dividend-paying large-cap stocks, and cash-equivalent instruments.

William March III is a financial advisor at Spring City Partners, LLC in Philadelphia, PA, with nine years of industry experience. He holds Series 65 and Series 63 designations. Prior to founding Spring City Partners in 2018, he worked at Janney Montgomery Scott LLC for three years. In addition to his advisory role, he engages in tax-preparation and bookkeeping activities outside of his investment work. Spring City Partners is an independent firm that provides discretionary investment management, written financial planning, and retirement-plan consulting to individuals, families, trusts, estates, and charitable organizations. The firm employs a long-term, value-oriented investment approach with an emphasis on fundamental analysis and proprietary alternative data sets, often using concentrated portfolios and strategies such as margin and options tailored to client risk profiles.

Ronald Saul II is a CFP®-certified financial advisor with 16 years of industry experience, currently serving at Omaris Financial, LLC. His prior roles include positions at Vanguard and Collective Wealth Partners, LLC. He is also involved in financial education and literacy, creating content, hosting webinars, and providing one-on-one coaching through Omaris Financial. Omaris Financial, LLC provides financial planning and investment management services to individuals, high-net-worth clients, and businesses. The firm blends passive and active investment strategies, constructs individualized policies, and incorporates third-party managers in its portfolio management.

My name is Rob Stromberg. I’m a CFP® and the founder of Mountain River Financial. I provide fiduciary and fee-only advice, investment management, and financial planning to six-figure earners in their 30s and 40s. I focus on helping clients make wise and purposeful decisions with their money so they can live a rewarding life today while building wealth for a successful tomorrow. With insight gained from my time working at an institutional wealth management firm in Connecticut where I consulted with other independent advisory firms to help them build better portfolios for their clients and more efficient overall advisory practices, I got my CFP® certification and founded Mountain River Financial so that I could begin working directly with my core client market of high-income earners under 50. I’m an active member of NAPFA and the XY planning network and am a frequent contributor to publications including The Wall Street Journal, US News & World Report, The Washington Post, Investment News, CNN Business, Nerdwallet and Yahoo! Finance, among others. Above all else, I’m committed to being the best husband and dad I can be. When I’m not manning the helm at Mountain River, you’ll find me enjoying quality time with my wife Kara, son Noah, daughter Addison, and our dog Autumn. We love spending time at the shore, generally enjoying the outdoors, and hanging together with our large extended family around the mid Atlantic.

Stephen Kovach is a financial advisor with Global Advisers, LLC in Philadelphia, PA, holding Series 63 and Series 65 designations and possessing 17 years of industry experience. He has been affiliated with Wall Street Global Advisers, LLC since 2015. Kovach serves on the Boards of Directors for The International Business Development Institute and The Boston Graduate School of Business, both nonprofit educational organizations. Global Advisers advises a diverse client base including individuals, families, trusts, charitable organizations, businesses, and plan sponsors. The firm employs Modern Portfolio Theory within a top-down analytical framework to create customized investment policies and manages portfolios using a range of instruments, while also providing financial planning and managed philanthropy services.

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.