William Evans III is the sole advisor at William Evans Investment Advisor in Pipersville, PA, holding a Series 65 credential with eight years of industry experience. He has managed his advisory firm since 2018 and is also a partner at NavAxxess Health Solutions, a management consulting company serving the pharmaceutical industry. William Evans Investment Advisor provides investment advisory and residential real estate services to individual clients, focusing on value-oriented, long-term equity investments identified through proprietary algorithms. The firm offers fixed-fee financial check-ups and planning services, delivering recommendations without taking custody of client funds or exercising investment discretion.

Jay Brennan is a CFP® professional with 23 years of industry experience. He has been the sole advisor at Brennan Financial Group, LLC since its founding in 2001 in Princeton, NJ. Brennan Financial Group, LLC provides personalized financial planning and investment management to individuals, trusts, estates, and small businesses. The firm combines ongoing tax preparation and bookkeeping services with fee-only advisory engagements, focusing on long-term, asset-allocation driven portfolios managed primarily on a non-discretionary basis.

David Tobin is the sole advisor at Tobin Investment Planning LLC, an independent firm based in Yardley, PA. He holds Series 63 and Series 66 designations and has 13 years of industry experience. Tobin has managed his own advisory practice since 2014. Tobin Investment Planning LLC provides discretionary and non-discretionary portfolio management, financial planning, and referrals to third-party money managers for individuals, trusts, partnerships, and charitable organizations. The firm primarily allocates assets to mutual funds and ETFs, applying Modern Portfolio Theory and a mix of long- and short-term strategies, and manages approximately $35 million for about 22 clients.

Jonathan Mcsurdy is a CFP® and ChFC® with 15 years of experience in financial advising. He is the sole advisor at Axiom Investment Solutions LLC, an independent firm based in Doylestown, PA. In addition to his advisory work, he consults on budgeting and cash flow planning at the Alpha Center for Divorce Mediation and serves on the board of the Doylestown Historical Society. Axiom Investment Solutions LLC provides fee-only investment management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes indexed mutual funds and ETFs for broad market exposure and expense control, operates primarily on a non-discretionary basis, and manages approximately $51.4 million across about 70 client accounts.

Andrew White is a financial advisor at Latham Financial LLC in Ivyland, PA, with one year of industry experience. Prior to his current role, he served for 21 years at the United States Department of Defense. He holds the Series 65 designation. Latham Financial LLC provides personalized financial planning and discretionary investment management to individuals, families, trusts, estates, churches, and businesses. The firm focuses on long-term, research-based asset allocation and tax-aware strategies, including consulting on technology-related investments such as Bitcoin-related securities.

Neil Werberig is the owner and sole advisor at Maximum Asset Strategies with 43 years of industry experience. He holds a Series 63 designation and has worked at Maximum Asset Strategies since 1987, with prior experience at Madison Avenue Securities. Outside of his advisory role, he serves as president of Tree of Life Ministries, a nonprofit organization, and volunteers in an advisory capacity on the Upper Makefield Township Pension Committee. Maximum Asset Strategies is an independent, sole-practitioner firm that provides financial planning and consulting services to individuals, high-net-worth clients, and entities such as trusts and estates. The firm refers investment assets to third-party money managers and focuses on non-discretionary advice, offering written financial plans and educational seminars rather than direct portfolio management.

George Antonak is a financial advisor at Thrift Financial, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at ClearBridge Investments, Legg Mason Investor Services LLC, Harding Loevner Funds, and Quasar Distributors, LLC prior to joining Thrift Financial in 2021. Thrift Financial provides investment management and consulting services to individual and institutional clients, including endowments, foundations, trusts, estates, and businesses. The firm employs a combination of fundamental analysis and Modern Portfolio Theory with varied allocation strategies, and is notable for its active work with institutional clients and pension consulting for government, public, and private plans.

J Berry is the principal of Berry Advisors Group, LLC, an independent advisory firm based in Doylestown, PA. He holds a Series 63 designation and has 54 years of industry experience, including 12 years at Lincoln Financial Securities Corporation prior to founding his current firm in 2020. In addition to his advisory role, he is an insurance agent licensed to offer fixed annuities and traditional life insurance. Berry Advisors Group provides asset management services primarily through a co-advisor arrangement with a third-party manager, serving individual and high-net-worth clients. The firm does not directly manage or custody assets but assists clients in selecting investment models based on Modern Portfolio Theory, while also offering insurance products through the principal’s licensed activities.

John Baranauskas is a CFP® and Series 66 licensed financial advisor with 18 years of industry experience. He is the principal of Sweetgum Laboratories LLC, an independent advisory firm he has led since 2019. His prior experience includes roles at Bank of America, Merrill Lynch, Sterne Agee Financial Services, RPH Financial, and Equinox Group Distributors. He is also a licensed insurance agent. Sweetgum Laboratories LLC provides portfolio management and financial planning services to individuals, charitable organizations, and corporate clients. The firm employs a combination of cyclical, fundamental, modern-portfolio-theory, and quantitative analysis with a long-term trading orientation, managing client portfolios primarily on a non-discretionary basis.

Jiayi Li is a CFA® charterholder and the sole advisor at iEngage Asset Management LLC in Princeton, NJ, with seven years of industry experience. Prior to founding iEngage Asset Management in 2018, Li worked at Access Pointe LLC for eleven years. iEngage Asset Management provides discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, foundations, and businesses. The firm uses a combination of modern portfolio theory and fundamental and cyclical analysis to pursue a primarily long-term investment approach, supplemented by tactical short- and intermediate-term trades when appropriate.

Ken Cavalluzzo is the sole advisor at CJK Capital Management, LLC, an independent firm based in Doylestown, PA. He holds a Series 65 designation and has 21 years of experience in the financial industry. Since founding CJK Capital Management in 2014, he has focused on providing investment advisory services to a variety of clients. CJK Capital Management offers investment advisory services primarily through separately managed accounts to individuals, retirement accounts, trusts, estates, charitable organizations, family foundations, corporations, and other business entities. The firm utilizes a value-oriented, long-term investment strategy focused on after-tax capital appreciation with a moderate risk profile and also provides pension consulting and services to employee benefit plans.

Jonathan Heller is a CFP® and CFA® with 18 years of experience in financial advising. He is the principal of KEJ Financial Advisors, an independent firm based in Newtown, PA, which he has led since 2008. KEJ Financial Advisors serves middle- and upper-income individuals and families with comprehensive, fee-only financial planning, including tax preparation, retirement planning, and estate plan reviews. The firm provides tailored investment recommendations primarily using no-load mutual funds and operates on a non-discretionary basis, focusing on client authorization for transactions.

James Bloomer is a CFP® professional with seven years at Bloomer Financial Planning LLC and a prior 30-year tenure at Aon Corporation. He operates as the sole advisor at his independent firm based in Doylestown, PA. Bloomer Financial Planning LLC provides comprehensive financial planning and investment consulting to individual investors, emphasizing retirement readiness, tax efficiency, and risk analysis. The firm employs a cloud-based platform to create individualized plans, offers quarterly updates, and favors diversified portfolios combining passive and active strategies, with investment management conducted on a primarily non-discretionary basis.

Glenn Nevola is the principal of Flight Line Financial, LLC, an independent advisory firm based in Princeton, NJ. He holds a Series 66 designation and has 13 years of experience in the financial industry. In addition to his advisory work, he has been a self-employed insurance agent since 2015 and has a long career as a Continental/United Airlines pilot dating back to 1986. Flight Line Financial serves individual clients, primarily professional airline pilots, by providing financial planning and ongoing consulting. The firm operates as a solo practitioner, does not manage client assets directly, and refers clients to third-party money managers for portfolio management.

Guozheng Tang is a financial advisor with New York Ivy Capital Management LLC, holding a Series 65 designation and three years of industry experience. Prior to founding his firm in 2020, he worked at Ernst & Young LLP for eight years. New York Ivy Capital Management provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm customizes advice based on each client’s goals and risk tolerance, employing a fundamentally driven investment approach that uses both bottom-up and top-down analysis across a range of asset classes.

Edward Kohlhepp is the founder and CEO of Kohlhepp Investment Advisors, Ltd. He holds the ChFC® designation and Series 63 and Series 65 licenses, with 56 years of industry experience. He has been with Kohlhepp Investment Advisors since 1998 and has also worked at Cambridge Investment Research since 2004. Kohlhepp serves on the board of the Parvee Foundation. Kohlhepp Investment Advisors, Ltd. serves individual and high-net-worth clients as well as ERISA plans, providing discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm constructs individualized portfolios using fundamental and technical analysis and offers both in-house management and access to third-party money managers, with investment supervision guided by clients’ objectives, time horizons, and risk tolerances.

Allen Meschel is a financial advisor at Meschel Wealth Management LLC with four years of industry experience. He holds a Series 65 designation and previously worked at J.P. Morgan from 2014 to 2019. In addition to his advisory role, he has been involved with Accelerated Enrollment Solution since 2019. Meschel Wealth Management LLC provides discretionary investment management and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm builds portfolios based on clients’ investment objectives and risk tolerance, utilizing mutual funds, exchange-traded funds, and third-party managers while seeking low-cost share classes.

Todd Purring is an investment advisor representative at Kohlhepp Investment Advisors, Ltd. with 15 years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Inc. and Kohlhepp Investment Advisors since 2014. Outside of his advisory role, he coaches youth athletics at the Penn Athletics Club. Kohlhepp Investment Advisors serves individual and high-net-worth clients as well as ERISA plans, offering discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm constructs individualized portfolios using fundamental and technical analysis and provides both in-house management and access to third-party money managers.

William Reube Jr. is a financial advisor at Poxono Capital with two years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Corbin Capital Partners and Panning Capital Management. Outside of his advisory role, he manages a personal real estate investment entity. Poxono Capital provides discretionary investment advisory services primarily to individual and high-net-worth clients, creating tailored portfolio management plans that document client goals and risk tolerance. The firm employs a diverse investment process including fundamental, quantitative, and technical analysis, and offers services such as managing a privately organized pooled investment vehicle with performance-based compensation.

Ryan Kelly is a CFP® professional with 11 years of experience in the financial industry. He is currently with Duke and Duke Wealth Management LLC, where he has worked since 2025. His prior experience includes roles at FutureFWD Advisors, Thrive Financial Services, Boenning & Scattergood, and Thrive Wealth Management, LLC. Duke and Duke Wealth Management provides asset management and financial planning services primarily to individual clients, managing approximately $101.6 million across about 244 accounts. The firm uses a non-discretionary investment approach focused on long-term purchases and due diligence of third-party managers, typically recommending mutual funds and ETFs.