Most financial advisors will tell you what to do with your money. I'd rather show you why—and make sure the strategy actually fits the way you live, earn, and spend. I'm Ryan Greiser, CFP® and co-founder of Opulus, a fee-only RIA based in Doylestown, PA. My co-founder Fran Walsh and I built Opulus for high-income millennials who have outgrown generic advice: the engineer with a complicated equity package, the physician juggling student loans and a growing income, the couple who finally hit their number but still feel financially exposed. These aren't people who need a lecture on compound interest. They need someone who can work through the details, cut through the noise, and tell them what actually matters. My planning work is built around four things: reducing what you pay in taxes, managing income that doesn't follow a straight line, growing wealth without taking on unnecessary risk, and structuring your finances so they support the life you're building—not the one someone else assumed you'd want. I specialize in equity compensation, tax-first planning, and investment management. If your situation has moving parts, that's where I do my best work. Opulus is a two-person firm by design. You work with me and Fran—not a rotating cast of junior advisors. We're independent, fee-only, and have no incentive to sell you anything. Every recommendation exists because it's aligned with you.

Mario Martinelli is a CERTIFIED FINANCIAL PLANNER™ practitioner with 11 years of industry experience. He is currently with VaMa Oak Wealth, LLC and has previous experience at Bank of America, Merrill, and Lincoln Financial Distributors. VaMa Oak Wealth serves individuals, trusts, retirement plans, and corporate entities with portfolio management, financial planning, and retirement consulting. The firm applies a multi-faceted investment process combining fundamental, quantitative, and technical analysis with varied asset-allocation strategies, managing portfolios that include equities, fixed income, alternatives, and options where appropriate.

William Lahr is a CFP® with 18 years of industry experience, currently serving as an advisor and managing member at Archetype Advisors, LLC in Doylestown, PA. He has held leadership roles at multiple entities, including Lahr Consulting, where he provides business development and sales strategy coaching. Archetype Advisors serves individuals—including high-net-worth and non-HNW clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial planning and discretionary investment and wealth management services, utilizing a methodology that includes forensic cash-flow analysis and algorithmic modeling to construct portfolios primarily with low-cost ETFs while accommodating concentrated or private holdings.

Chad Wakeman is a financial advisor at Erickson Financial Group, LLC with a Series 65 credential and one year of industry experience. Prior to joining Erickson Financial Group in 2025, he worked at Vector Security and RB Global and spent ten years at Johnson Controls. Erickson Financial Group is a SEC-registered advisor serving individuals, high-net-worth clients, trusts, businesses, and retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm constructs customized, primarily long-term portfolios using ETFs, low-cost mutual funds, and individual equities, and offers formal retirement-plan services as an ERISA fiduciary.

David Ellowitch is a CFP® professional with 17 years of industry experience, currently serving as a private wealth advisor at IronBridge Wealth Counsel, LLC. His prior experience includes roles at Lincoln Financial Advisors and Sagepoint Financial. Beyond his advisory work, he is active in local politics, serving as chairman of the Lehigh County Democratic Committee’s education committee and holding leadership roles with CeaseFire PA Education Fund and the Democratic Jewish Outreach of Pennsylvania. IronBridge Wealth Counsel provides financial planning and consulting services to individuals, nonprofit organizations, corporations, and other entities, focusing on fee-for-service planning and paraplanning rather than asset management. The firm employs methods such as fundamental analysis and modern portfolio theory to develop written plans and offers support services to other registered investment advisers.

John Tumolo is a financial advisor at Sector Analysts LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments and LPL Financial LLC. In addition to his advisory role, Tumolo is involved in fixed insurance including life, health, and long-term care products through Tumolo Financial Group. Sector Analysts LLC serves individual and high-net-worth clients by providing discretionary asset management and comprehensive financial planning. The firm employs a blend of fundamental, technical, and cyclical analysis using ETFs, mutual funds, and individual equities, managing approximately $238.2 million in assets primarily through a firm-sponsored wrap fee program.

Aaron Reyer is a financial advisor at Renaissance Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FSC Securities Corporation and OSAIC prior to his current role. Reyer serves as a board member and finance committee participant for Family Promise of Lehigh Valley. Renaissance Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, utilizing a range of investment instruments and employing fundamental and technical analysis alongside modern portfolio theory. The firm operates with a small advisory team and offers tailored investment solutions, including the use of alternatives and derivatives.

Dennis Beadle is a CFP® professional with 42 years of experience in the financial services industry. He has been with Archetype Advisors, LLC and United Planners' Financial Services since 2012. Archetype Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning and discretionary investment management, using a process that includes forensic cash-flow analysis and algorithmic modeling, primarily implementing portfolios with low-cost exchange-traded funds while accommodating other holdings as needed.

Scott Heess is a CFP® and ChFC® with 15 years of industry experience. He has been with Meridian Asset Management, LLC since 2010. Meridian Asset Management provides investment management and financial planning services to individuals, trusts, charitable organizations, and pension plans. The firm employs active portfolio management and strategic asset allocation, often allowing clients to retain final trade approval, and incorporates niche allocations to manage correlation during market stress.

Matthew Prybella is a financial advisor with Trident Advisors Inc, holding a Series 65 credential and over 18 years of industry experience. Prior to joining Trident Advisors in 2026, he worked at FNB of Newtown from 2008 to 2026. Trident Advisors is an SEC-registered investment adviser serving individual investors, high-net-worth clients, corporate clients, trusts, and non-profit organizations. The firm focuses on long-term investing through a style-allocation framework, incorporating equities, fixed income, mutual funds, ETFs, and annuities, with ongoing account reviews and client-specific investment considerations.

Kevin Blain is a financial advisor at Archetype Advisors, LLC with seven years of industry experience. He previously worked at Commonwealth Financial Network, Citizens Securities, Inc., and Connex Credit Union. He holds a Series 66 designation. Archetype Advisors is a boutique registered investment adviser managing approximately $260 million for around 275 clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and discretionary investment management, employing a process-driven approach that uses algorithmic modeling and proprietary screening tools to guide portfolio construction and ongoing monitoring.

Gregory Confair is a financial advisor with Sigma Financial, Inc. in Allentown, PA, holding 35 years of industry experience. He has been with Sigma Financial since 1981. Sigma Financial serves officer-level executives at major public corporations, private equity partners, and retired executives by providing comprehensive financial planning that includes investment strategies, tax and estate planning, insurance analysis, and retirement preparation. The firm takes a long-term, conservative investment approach focused on diversification, tax efficiency, and liquidity, and operates as a fee-for-service consultant without providing discretionary portfolio management or taking custody of client assets.

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.

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.

Katie Heiser is a financial advisor at Sigma Financial, Inc. with six years of industry experience. She holds the Series 65 designation. Sigma Financial serves officer-level executives at major public corporations, private equity partners, and retired executives, providing comprehensive financial planning focused on investments, tax and estate planning, insurance analysis, and retirement preparation. The firm employs a long-term, conservative investment approach emphasizing diversification, tax efficiency, and liquidity, while coordinating implementation with clients’ other professional advisors.

Donna Wanamaker is a financial advisor at Deep Draft Consulting, LLC with 24 years of industry experience. She holds the ChFC® and Series 63 designations and has held roles at Cornerstone Financial Consultants, Ltd. and M Holdings Securities, Inc. Wanamaker also serves as Director of Insurance Services & Plan Design, focusing on accident and health, life, and annuity insurance products. Deep Draft Consulting provides business planning and financial advisory services to individuals and business entities, primarily through referrals to other registered investment advisers. The firm offers written financial plans, consulting engagements, and financial analyses without managing client investment assets directly.

Richard Gurniak is a CFP® professional with 24 years of experience at Gurniak Financial Advisors, Inc. He has been involved in financial and accounting services since 1987, serving as managing member of an accounting firm in Allentown, Pennsylvania. Gurniak Financial Advisors manages approximately $68.6 million for individual and high-net-worth clients, as well as IRAs, trusts, and estates. The firm employs a passive investment strategy using index mutual funds and ETFs, managing accounts on a nondiscretionary basis while integrating tax and accounting services through its affiliation with an accounting practice.

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.