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.

Caden Salvino is the sole advisor at Salvino Capital Management, LLC, an independent firm. He holds Series 63 and Series 65 licenses and has one year of industry experience, including prior roles at JPMorgan Chase and Charles Schwab. Salvino Capital Management, LLC provides wealth-management and portfolio-management services, along with financial planning and consulting, to individuals, families, trusts, estates, business owners, and small businesses. The firm’s investment approach emphasizes asset allocation, tax-aware strategies, diversification, and periodic rebalancing across various securities, with both discretionary and non-discretionary account management.

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.

Paul Murray is a financial advisor at PTM Wealth Management, LLC with 25 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at Kestra Financial Services, Inc. and earlier positions within PTM Wealth Management. Outside of advising, he is also a songwriter. PTM Wealth Management serves individual and high-net-worth clients by combining comprehensive financial planning with discretionary investment management. The firm follows a long-term, fundamental analysis investment approach, utilizing diversified mutual funds, ETFs, and individual securities to meet client needs.

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.

Tasha Shadle is a financial advisor at Crossover Capital with 22 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining Crossover Capital. Her career includes extensive experience in financial services across multiple firms. Crossover Capital is a privately owned, SEC-registered adviser managing approximately $179 million for individuals, high-net-worth clients, trusts, institutions, and retirement plans. The firm employs a combination of fundamental, technical, and charting analysis with both active and passive strategies, including options and alternative investments, and offers access to digital-asset investments through custodial arrangements.

Rick Vala is a CFP® professional with nine years of industry experience. He is currently with VaMa Oak Wealth, LLC, where he has worked since 2023. Prior to joining VaMa Oak Wealth, he held roles at Bank of America, N.A. and Merrill. VaMa Oak Wealth serves individuals, trusts, retirement plans, and corporate entities, offering portfolio management, financial planning, and consulting services. The firm uses a multi-faceted investment approach that includes fundamental, quantitative, and technical analysis, with portfolios monitored and rebalanced regularly across various asset classes.

Joseph Paul is a financial advisor with Trident Advisors Inc. in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Trident Advisors since 1999 and concurrently worked at Cresap Inc. from 1999 to 2019, returning there again in 2020. Outside of his advisory role, he consults on outside investments, including real estate, and occasionally sells insurance. Trident Advisors provides discretionary and non-discretionary investment advisory services primarily to individual investors, corporate clients, trusts, and non-profit organizations. The firm focuses on asset allocation and portfolio management using a long-term investment approach that incorporates a style allocation matrix based on risk tolerance, income needs, and time horizon.

Robert Szigeti III is a financial advisor at SG Securities, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019. Outside of his advisory role, he serves as an ice official for USA Hockey, officiating youth hockey games. SG Securities, LLC provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm offers tailored investment strategies and conducts public educational seminars and workshops at no charge.

Griffin Haviken is a Series 65 licensed advisor with 16 years of industry experience. He is currently with Vericrest Private Wealth, LLC and has been associated with Towercrest Capital Management since 2009. Outside of his advisory role, he is a managing member of the Advest Short Duration Real Estate Fund, where he evaluates and manages real estate investments. Vericrest Private Wealth is a fee-only registered investment adviser serving individuals, trusts, pension plans, and corporate clients. The firm emphasizes asset allocation through low-cost, globally diversified portfolios primarily using exchange-traded funds, with discretionary management and ongoing account reviews.

Robert Lockyer is the sole advisor at Moondance Investment Advisors, LLC in Reading, PA, with eight years of industry experience. He has been with Moondance since 2017 and previously worked at Tioga-Franklin Savings Bank from 2015 to 2022. Moondance Investment Advisors provides customized investment advisory services and financial planning to individuals, high net worth clients, trusts, and estates. The firm employs a range of strategies using fundamental, technical, and cyclical analysis to manage portfolios that include equities, fixed income, mutual funds, ETFs, and alternative investments.

Nickolaus Von Dohlen is a CFP® with seven years of industry experience, currently serving as an advisor at Crossgate Wealth Advisors, LLC since 2016. Prior to this, he worked at TMS International Corporation from 2014 to 2016. Crossgate Wealth Advisors is a fee-only, SEC-registered firm providing portfolio management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm uses a fundamental analysis approach combined with Modern Portfolio Theory to create diversified portfolios and offers ongoing supervision, quarterly reviews, and client reporting.

Michael Keitz is the principal of Keitz Investment Management Ltd. in Ambler, PA, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has managed his independent firm since 1994. Keitz Investment Management Ltd. offers discretionary investment management and standalone advisory services to individual investors, trusts, non-profits, and corporate clients. The firm employs a value-investing approach centered on long-term equity ownership, active security selection, diversification, and tax-aware strategies, serving both high-net-worth and non-HNW clients.

Geoffrey Deasey is a financial advisor at Dillon Capital Management with 14 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Columbus Macro and Ironview Capital Management, where he continues to receive compensation for legacy accounts opened before 2017. Dillon Capital Management provides investment management and consulting services to individual and institutional clients, including retirement plans and insurance companies. The firm employs a long-term, risk-conscious investment process that integrates quantitative screening and fundamental research, emphasizing customized investment policy guidelines and continuous portfolio monitoring.

Connor Mc Nicholas is a financial advisor at Poxono Capital with a Series 65 designation and four years of industry experience. Prior to joining Poxono Capital in 2024, he worked at Dillon Capital Management and held roles in healthcare and development sectors. He also has experience working at Squires Golf Club and Temple University. Poxono Capital provides discretionary investment advisory services primarily to individual and high-net-worth clients, offering portfolio management and customized Investment Policy Statements. The firm uses a diverse investment approach that combines multiple analysis methods and strategies, and it manages a privately organized pooled investment vehicle subject to performance-based compensation.

Phillip Lorenzon is a financial advisor with Duke and Duke Wealth Management LLC, holding Series 65 and Series 63 designations and offering 11 years of industry experience. His work history includes roles at Secure Retirement Strategies, LPL Financial, Great Valley Advisor Group, New Perspective Financial Group, The Leaders Group, and The Prudential Insurance Company of America. Duke and Duke Wealth Management provides asset management and financial planning primarily to individual clients, managing approximately $101.6 million across 244 accounts. The firm employs a non-discretionary management approach, focusing on long-term investments and due diligence on third-party managers, typically recommending pooled vehicles such as mutual funds and ETFs.

Brandon Zahal is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Crossgate Wealth Advisors, LLC with two years of industry experience. His prior roles include positions at Rockwood Wealth Management, Presilium Private Wealth, and Cornerstone Capital Planning Group. Crossgate Wealth Advisors is a fee-only, SEC-registered investment adviser managing approximately $236 million in client assets for individuals, high-net-worth clients, trusts, and estates. The firm uses a fundamental analysis approach combined with Modern Portfolio Theory to build diversified portfolios, offering discretionary and non-discretionary management alongside financial planning services.