Daniel Parker is a financial advisor at Cuthbert Capital Management LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill Lynch and Nest Investments BD LLC. Outside of advisory work, he operates an independent insurance agency focused on fixed insurance products. Cuthbert Capital Management LLC provides discretionary asset management primarily for high-net-worth individuals, offering customized portfolio construction and ongoing monitoring. The firm employs a client-specific investment process combining fundamental and technical analysis, serving a small, concentrated client base with a $1,000,000 account minimum.

Jocelyn Wright is a CFP® with 24 years of industry experience and is the sole advisor at Ascension Legacy Partners, Inc. Based in Philadelphia, PA, she has held roles at a variety of firms including PF Wealth Management and the CFP Board Center for Financial Planning. In addition to financial advising, she maintains an active insurance license. Ascension Legacy Partners serves individuals, high-net-worth households, nonprofit organizations, and employer plan sponsors by offering investment management, comprehensive financial planning, retirement plan consulting, and insurance solutions. The firm integrates technology-enabled estate planning and coordinates with outside specialists to provide a comprehensive approach to wealth management and retirement services.

I founded Overture Wealth Management to help pre-retirees, retirees, and small business owners make smart, tax-efficient financial decisions. My approach emphasizes clear guidance, low-cost investing, tax minimization, and disciplined portfolio management. I began my career at UBS in Pittsburgh in 2003. Early in my career, I recognized that the traditional brokerage model didn’t fully align with my vision of putting clients first. I joined Vanguard in 2004, where I spent 14 years developing expertise in retirement planning, investor education, and portfolio management. Before founding Overture, I served for six years as a Wealth Manager at a Philadelphia-based RIA, advising high-net-worth families, small business owners, physicians, and executives. I hold both the CERTIFIED FINANCIAL PLANNER® and Chartered Financial Analyst® designations and live near Philadelphia with my wife and two daughters. Outside of work, I enjoy skiing, biking along the Schuylkill River Trail, and cheering on the Steelers and Pitt Panthers. Whether you’re nearby in the greater Philadelphia area or elsewhere in the U.S., I’d be happy to arrange a complimentary introductory meeting to discuss your financial goals.

Hi, I'm Alan. I started Modern Wealth in Blue Bell, Pennsylvania, after living the moment my clients now plan for. My father ran a solo dental practice that carried our whole family, and when he got sick I stepped in to keep the doors open, then led the sale so my mother would be okay. I know firsthand how much rides on decisions made at the worst possible time, and how few advisors are built to help. So I built the opposite: an independent, fee-only firm that earns nothing but the fee you pay me. No commissions, no quotas, no hidden agenda. I'm a Penn State finance grad with more than 15 years in this work and a stack of credentials I actually use: Certified Financial Planner™ professional (CFP®), Certified Private Wealth Advisor® professional (CPWA®), Certified Value Growth Advisor® (CVGA®), Certified Exit Planning Advisor® (CEPA®), and Registered Life Planner® (RLP®). Along the way I've been named a US Top 100 Financial Advisor and a Philadelphia Five Star Wealth Manager. I hold the whole picture on one page. In plain English, I help you grow what your business is worth, plan a smart exit, and turn it into a life you actually want, not just a bigger account balance. When I'm not doing that, you'll find me on an autocross course in my Miata, running the same clean line I bring to planning: look far ahead, stay smooth, don't chase the hero lap. Otherwise I'm cheering (and suffering) for Philly sports, or home in Blue Bell with my wife Jamie, our daughter Joey, and our goldendoodle, Enzo, the reason any of this matters. Money is a tool for building a life, and the life is the point. I'd genuinely like to hear your story.

Daniel Dolcini is the principal of Dolcini Capital Management, an independent advisory firm, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has managed his own firm since 2001, following a role at BMA Advisors, LLC. Dolcini is also president of DOLCINI, D'ELIA & STRAIN, a financial services company engaged in insurance sales. Dolcini Capital Management provides investment management and financial planning to individuals, trusts, small businesses, corporations, and estates. The firm develops client-specific investment strategies based on personal financial information and market research, offering non-discretionary portfolio management alongside written financial plans and referrals for discretionary or alternative investment services.

Alan Gottlob is a financial advisor at Ethos Financial Group, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ethos Financial Group since 2024. Prior to this, he was with TFS Securities, Inc. and has maintained a longstanding role at Shingle Oak Advisors, LLC since 2001. He also serves as a board member of West Bay Holdings Ltd, where he provides strategic, capital, and actuarial governance oversight. Ethos Financial Group is a multi-team registered investment adviser managing approximately $2.14 billion and serves individuals, trusts, estates, charitable organizations, and institutional clients. The firm offers diversified, model-based portfolio management and financial planning services, utilizing a mix of mutual funds, ETFs, equities, and fixed income, supplemented by third-party research and AI tools for support.

Ronald Granberg is a CFA® charterholder with 13 years of industry experience. He has been the sole advisor at Clearwater Investment Management LLC since 2012 and also has a role at Assay Healthcare Solutions. Clearwater Investment Management provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis focused on intermediate- and longer-term market cycles, managing portfolios primarily in mutual funds, equities, ETFs, REITs, and government securities.

Oliver Kell is the sole advisor at Kell Capital, LLC in Penn Valley, PA, holding Series 63, 65, and 66 licenses with nine years of industry experience. His prior roles include positions at ICS, Inc., Merrill, and Natixis Global Asset Management. Outside of advising, he founded an education company offering an ebook and course on trading strategies. Kell Capital, LLC provides discretionary portfolio management primarily to high-net-worth individuals, managing a small number of accounts with a concentrated investment strategy. The firm combines fundamental and technical analysis and operates a pooled investment vehicle with performance-based fee arrangements for qualified clients.

Charles Weeks is a CFP® professional with 18 years of industry experience, currently serving as the sole advisor at Barrister in Fort Washington, PA. He is the founder and president of Barrister Higher Learning, an adult education and CFP exam preparation service, as well as Barrister Insurance Services, both non-investment-related ventures. Weeks has been involved with Barrister Wealth Management since 2010 and Stockton University since 2011. Barrister is an independent registered investment adviser that offers financial planning, discretionary portfolio management, insurance consulting, and retirement plan services to individuals, families, trusts, businesses, charitable organizations, and pension or profit-sharing plans. The firm manages approximately $82 million across about 100 clients using a goal-based investment process grounded in behavioral finance and strategic asset allocation.

Lawrence Hirsch is the sole advisor at Deerfront LLC in Philadelphia, PA, holding a Series 65 credential with five years of industry experience. He has operated Deerfront LLC since 2012 and has taught topics related to Judaism since 2006. Hirsch also owns RapidlyRetire, through which he delivers educational seminars and webinars on options trading strategies. Deerfront LLC provides fee-based investment advisory services to individual investors using a custom, non-discretionary approach focused on active options trading, with trades implemented only upon client approval. The firm’s methodology emphasizes options analytics and risk management, tailoring services to client objectives.

Craig Pollen is a CPA and financial advisor with Pollen & Secouler, LLP, where he has worked for 11 years. He previously held roles at McCarthy & Company PC and Gitomer & Berenholz, PC. Pollen’s accounting background includes ongoing work as a CPA with McCarthy & Company PC. Pollen & Secouler serves individual and high-net-worth clients by referring them to licensed third-party investment advisers rather than managing assets directly. The firm evaluates clients’ financial situations to inform recommendations and coordinates annual account reviews with selected advisers.

Sharon Binstok is a CFP® with 33 years of industry experience and has been with The SEB Group, Inc. since 2007, where she serves as president and sole owner. Prior to and during her time at The SEB Group, she was also affiliated with Commonwealth Financial Network from 2007 to 2021. Outside of her advisory role, she is active as a musical performer. The SEB Group is a small advisory firm serving individuals, high-net-worth families, trusts, estates, and retirement plans. The firm focuses on written financial planning and consulting, along with tax preparation and related accounting support, using fundamental analysis and asset-allocation recommendations without discretionary portfolio management.

Jason Cole is a CFP® professional with 25 years of industry experience, currently serving as the sole advisor at Full Court Strategic Wealth, LLC since 2020. His prior experience includes 15 years at Abacus Wealth Partners, LLC and ongoing involvement with Off Court Management Group, LLC, a business management consulting firm he founded. In addition to his advisory role, he provides consulting services in full-service business management. Full Court Strategic Wealth, LLC offers non-discretionary investment advisory services to individuals, business entities, trusts, and estates, focusing on financial planning and investment consulting. The firm typically manages portfolios through mutual funds, ETFs, private investment funds, and municipal bonds, operating primarily on a non-discretionary basis with client approval required for transactions.

Michael Bonfrisco is the sole advisor at Bonfrisco Wealth Management LLC in Cherry Hill, NJ, holding a Series 65 credential with 13 years of industry experience. He also owns and operates Bonfrisco Law Firm, where he has practiced law for over 25 years. Bonfrisco Wealth Management LLC provides ongoing portfolio management and fixed-fee financial planning primarily to individual and high-net-worth clients. The firm employs a combination of technical analysis and modern portfolio theory within a long-term trading approach, investing in mutual funds, equities, bonds, and fixed-income instruments, with all account reviews conducted by the sole managing member.

Jackson Menzel is the sole advisor at Menzel Asset Management LLC, an independent firm based in Philadelphia, PA. He holds a Series 65 designation and began his advisory role in 2025. Prior to founding his firm, he has worked as an engineer at Lockheed Martin Corporation since 2022 and has experience in both academic and management roles. Menzel Asset Management provides investment advisory services to individuals and high-net-worth clients with a focus on actively managed growth investing and strategic asset allocation. The firm emphasizes fundamental analysis for equity selection and offers both discretionary and non-discretionary services tailored to client goals, including performance-based fee arrangements for qualified clients.

Robert Winkelman is a CFP® professional with 41 years of industry experience, currently serving as the sole advisor at Westward Planning Group in Narberth, PA. His prior experience includes roles at 1294 Montgomery LLC, The Leaders Group Inc, and Chesapeake Brokerage. Outside of his advisory work, he is involved in group health sales through Navigation Benefits and serves as a committee member with the Democratic Committee of Lower Merion and Narberth. Westward Planning Group provides comprehensive financial planning and portfolio management services to individuals, families, and small businesses. The firm emphasizes a cost-efficient, asset-allocation investment approach using index mutual funds and ETFs, and it offers ongoing client support through quarterly reviews and a combination of planning and portfolio oversight.

Joseph Brinker is a financial advisor with Brinker Financial, holding Series 63 and Series 65 credentials and over 37 years of industry experience. He has worked with LPL Financial since 2017 and has operated Financial Foresight, Ltd. since 1982. His professional activities also include operating an insurance agency and a tax services business. Brinker Financial provides financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers written financial plans and consultative engagements without discretionary account management, focusing on fixed or hourly fee arrangements while clients retain custody and implementation responsibility.

Janel Manella is a CERTIFIED FINANCIAL PLANNER™ with 18 years of industry experience, currently practicing at Co-Missions Financial Planning since 2017. She holds the CFP®, Series 66, and Series 65 designations and has been involved with HomeMaker since 2012. Co-Missions Financial Planning serves individuals, high-net-worth clients, institutions, trusts, and estates with comprehensive financial plans, ongoing planning subscriptions, and discretionary portfolio management. The firm combines quantitative and qualitative analysis to construct IPS-driven portfolios and accommodates ESG and client-specific restrictions, also offering educational seminars and occasional pro bono engagements.

Eugene Kuntorovsky is a financial advisor at Isakov Planning Group Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Aflac from 2005 to 2017. Isakov Planning Group Inc. provides financial planning, wealth management, family office services, and pension consulting to individuals, families, businesses, and pension/trust clients. The firm primarily employs an ETF-based, longer-term investment approach and manages both discretionary and non-discretionary assets.

Meet Sean Lovison, the founder of Purpose Built Financial Services, LLC, your trusted advisor for achieving financial independence. Based in Moorestown, NJ, but serving clients virtually across the U.S., Sean specializes in guiding professionals with equity compensation and solo entrepreneurs. With a transparent, fee-only, flat-rate structure and a fiduciary commitment to unbiased advice, Sean prioritizes your financial well-being. His comprehensive services, including tax preparation and wealth management, are designed to organize, grow, and protect your assets, all with the goal of helping you live a more purposeful life. Take the first step toward financial freedom by contacting Sean today.