Thomas Bunting III is a CPA and financial advisor with Winthrop Partners – EPA, LLC, based in Doylestown, PA. He has seven years of industry experience and has worked as a CPA since 2013. Outside of his advisory role, he operates an accounting business and manages a seasonal residential rental in Ocean City, NJ. Winthrop Partners provides investment advisory and financial planning services to a range of clients, including individuals, trusts, estates, charitable organizations, and corporate plans. The firm combines a top-down and bottom-up approach to asset allocation and portfolio management, offering strategies that vary from ultra-conservative to aggressive growth while coordinating with clients’ estate and tax professionals.

Frank Fiumecaldo III is a CFP® professional with seven years of industry experience. He has worked at Aventine Financial Group since 2018 and previously spent six years at R.W. Roge & Company. Aventine Financial Group serves individuals, high-net-worth clients, trusts, estates, and retirement plans by providing comprehensive financial planning and investment management through tiered service offerings. The firm combines fundamental and technical analysis to create tailored investment strategies using low-cost mutual funds, ETFs, and other instruments.

Lawrence Busch is a CFA® charterholder affiliated with Sage Capital Management LLC and has four years of industry experience. He has been with Sage Capital Management since 1999. Sage Capital Management serves individual clients, trusts, retirement plans, corporate entities, and pooled investment vehicles. The firm employs a core-and-satellite strategic asset allocation approach, combining passive vehicles, ETFs, and active managers, and distinguishes itself by advising a private real-estate pooled vehicle alongside traditional portfolio management services.

Nicole Wasiakowski is a financial advisor at Brightside Wealth Planning, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked previously at SEI Investments and LPL Financial. Outside of her advisory role, she serves as a fundraising coordinator for the St Thomas More Soccer Club, a nonprofit organization in Allentown, PA. Brightside Wealth Planning is a supported registered investment adviser serving individual and high-net-worth clients with financial planning, consulting, and discretionary wealth management. The firm focuses on diversified, passive portfolios using mutual funds and ETFs, supplemented by fundamental and technical analysis, and integrates operationally with SEI through model portfolios and technology platforms.

John Roche is a financial advisor at Roche Asset Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial LLC and Next Financial Group Inc. Outside of advising, he is involved with Roche Painting LLC. Roche Asset Management provides discretionary portfolio management and integrated financial planning to individual and business clients, managing approximately $13 million across about 70 accounts. The firm employs a mix of analytical methods and offers continuous monitoring with periodic portfolio reviews tailored to client-specific needs.

Dawn Marx is a financial advisor at Argyle Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and has been with Argyle Capital Management since 1994. Argyle Capital Management provides discretionary portfolio management and occasional one-off investment advice to individuals, high-net-worth clients, trusts, foundations, endowments, and retirement accounts on a fee-only basis. The firm emphasizes fundamental equity research, a long-term buy-and-hold investment approach, and actively manages fixed income and cash positions while tailoring portfolios to individual client objectives.

Troy Moyer is a CFP®-certified financial advisor with 21 years of industry experience. He is the principal of Moyer Wealth Management in Lansdale, PA, where he has worked since 2017, following previous roles at First Capital Advisors Group and HJ Wealth Management LLC. Outside of financial advising, he serves on the board of a local youth soccer league. Moyer Wealth Management provides investment advisory services, portfolio management, and financial planning to individual and high-net-worth clients. The firm combines tax preparation and bookkeeping through its CPA ownership and employs a range of investment strategies tailored to clients’ objectives, risk tolerance, and time horizons.

Tyler Breder is a CFP® professional with nine years of experience in the financial services industry. He has worked at PTM Wealth Management, LLC since 2020 and previously held roles at Charles Schwab and The Vanguard Group. PTM Wealth Management is a small, supported registered investment adviser managing approximately $175 million for individual and high-net-worth clients. The firm offers discretionary investment management combined with financial planning, using a long-term investment approach focused on fundamental analysis and primarily employing low-cost mutual funds and ETFs.

John Levis Jr. is a CFP® with 20 years of industry experience. He has worked at MB, Levis & Associates, LLC since 2012 and previously spent 15 years at Mcqueen Ball & Associates, Inc. He holds a Series 63 license and is based in Center Valley, PA. MB, Levis & Associates, LLC is a fee-only registered investment adviser serving individual clients, including high-net-worth households, as well as corporate pension and profit-sharing plans, charitable organizations, and trusts and estates. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to manage both long- and short-term equity and fixed-income portfolios, with discretionary portfolio management and ongoing reviews.

Joseph Weidenburner is a financial advisor at Aeternitas Investment Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked previously at Apex Financial Advisors, Inc., JRW Financial LLC, and the Defense Logistics Agency. He is also the managing member and attorney of Weidenburner Legacy Law, PLLC, an estate planning law practice. Aeternitas Investment Management is a fee-only registered investment adviser serving individuals, families, trusts, businesses, and charitable organizations. The firm employs a systematic trend-following strategy that integrates technical, fundamental, and macroeconomic analysis, managing concentrated portfolios with explicit market-timing and risk-management rules.

John Shumski is a financial advisor with Networth Asset Management, Inc. He holds a Series 66 designation and has 20 years of industry experience. Mr. Shumski has worked at several firms including Ausdal Financial Partners, Transitional Broker LLC, and Intercarolina Financial Services. Outside of his advisory role, he serves as president of Shumski Financial Group, which sells insurance and provides consulting for debt and estate management, and he is a board member of the National Association Insurance and Financial Advisors state board. NetWorth Asset Management provides fee-based investment advisory and consulting services to individuals, pension and profit-sharing plans, corporations, and trusts. The firm serves both individual and high-net-worth clients, primarily using model portfolio asset allocations based on stated objectives and conducting regular account monitoring and suitability reviews.

Jesse Danielson is a CFP® professional with nine years of industry experience, currently serving as an advisor at Duke and Duke Wealth Management LLC since 2024. His prior experience includes roles at The Vanguard Group, Raymond James & Associates, and D.K. Brede Investment Management. Outside of his advisory work, he is also engaged as a delivery driver in Wayne, PA. Duke and Duke Wealth Management primarily serves individual clients with asset management and written financial planning, managing approximately $101.6 million across about 244 accounts. The firm emphasizes non-discretionary management with long-term investment approaches, focusing on mutual funds and ETFs and providing services through licensed advisers with custody maintained at Schwab.

Francis Walsh is a financial advisor at Opulus with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, and Susquehanna International Group. Opulus provides financial planning and advisory services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm uses a range of investment strategies and typically places clients onto professionally managed model portfolios through unaffiliated sub-advisers, offering ongoing performance monitoring and regular reviews.

Jason Henninger is a CFP® with 20 years of industry experience, currently serving as an advisor at MB, Levis & Associates, LLC since 2012. Prior to this, he worked at McQueen, Ball & Associates for 13 years. MB, Levis & Associates, LLC is a fee-only registered investment adviser serving individual clients, including high-net-worth households, as well as corporate pension and profit-sharing plans, charitable organizations, and trusts. The firm employs a blend of fundamental, technical, charting, and cyclical analysis across long-term and short-term equity and fixed-income strategies, managing over $400 million in assets with a two-advisor team.

William Aquila is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Waypoint Financial, LLC since 2016. He holds the Series 66 designation and operates out of Dublin, PA. Waypoint Financial, LLC provides investment management, comprehensive financial planning, and fee-based fundamental research to individuals, small businesses, and 401(k) plans. The firm emphasizes passive investment strategies using index funds and ETFs, tailored portfolio management, and offers participant education for 401(k) plans along with related workshops.

Edward Kohlhepp Jr. is a CFP® with 29 years of industry experience. He is the president and owner of Kohlhepp Investment Advisors, Ltd. and has been associated with the firm since 2000. He also serves as a board member of Men of LaSalle, a nonprofit organization. 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 account supervision guided by clients’ objectives, time horizons, and risk tolerances.

Joshua Roche is a financial advisor at Roche Asset Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2025 and Next Financial Group Inc from 2014 to 2025. Outside of advisory services, he is involved in tax preparation and accounting through Number Crunch Tax Solutions LLC. Roche Asset Management, LLC provides discretionary portfolio management and integrated financial planning to individual and business clients. The firm employs a variety of analytical methods and maintains continuous monitoring and periodic reviews to tailor investment strategies to client-specific needs.

Howard Gottlieb is a financial advisor at Sage Capital Management LLC with 4 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Sage Capital Management since 1999. Sage Capital Management advises individual clients, trusts, retirement plans, corporate entities, and pooled investment vehicles. The firm uses a core-and-satellite, strategic asset allocation approach with a mix of passive vehicles, ETFs, and active managers and also serves as adviser and sponsor to a private real-estate fund.

Christine Ahearn is a financial advisor at Aeternitas Investment Management, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Wells Fargo Clearing, and Apex Financial Advisors. Aeternitas Investment Management is a fee-only registered investment adviser that provides discretionary and non-discretionary portfolio management to individuals, families, trusts, businesses, and charitable organizations. The firm uses a systematic trend-following strategy combining technical, fundamental, and macroeconomic analysis, and its client base is focused primarily on trusts, charitable organizations, and businesses.

Andrew Dziedzic is a financial advisor at Prepared Retirement Institute LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Financial Strategies Advisory and Geneos Wealth Management. Outside of advising, he is involved in tax preparation services and acts as an independent representative for various fixed insurance carriers. Prepared Retirement Institute LLC provides discretionary portfolio management and financial planning primarily to individual and select corporate clients. The firm uses tailored portfolios, third-party model portfolios, and direct mutual fund platforms, emphasizing fundamental analysis, long-term strategies, and ongoing portfolio monitoring.