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.

Frank Martinez is the sole advisor at Penn Portfolio Partners LLC, holding a Series 65 credential with one year of industry experience. His work history includes roles at EmergenceTek Group Inc., Language Service Associates, Inc., and EMS LINQ, LLC, with a background in physics and software development. Penn Portfolio Partners provides active asset management and financial planning services to individuals, high-net-worth individuals, trusts, and small businesses. The firm builds tailored portfolios using fundamental analysis and modern portfolio theory, managing accounts primarily on a discretionary basis aligned with clients’ objectives and risk tolerance.

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.

David Fleisher II is a financial advisor with Firstrust Financial Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes significant tenures at Equitable Advisors and Axa Advisors. He serves on the Ithaca College Board of Trustees and currently holds the position of mayor of Cherry Hill Township, NJ. Firstrust Financial Advisors provides financial planning, non-discretionary portfolio management, and pension consulting services to individuals, municipalities, trusts, estates, and other entities. The firm uses a variety of analytical approaches and requires client approval before executing transactions.

Richard Lawrence is a CFA® charterholder with 21 years of experience in the financial industry. He has been the principal advisor at Lawrence Wealth Management since 2008. The firm provides investment management and financial planning services to individuals, families, trusts, and partnerships, offering both discretionary and non-discretionary account management. Lawrence Wealth Management emphasizes asset allocation and diversified portfolios, using a range of investment vehicles and favoring low-cost index ETFs when appropriate. The firm also offers educational seminars and workshops at no charge and provides financial planning services without a separate fee.

Gregory Davis is a financial advisor at Vertex Financial Advisors LLC with 28 years of industry experience. He holds a Series 63 designation and has worked at Kestra Financial Services, Inc. and Hornor, Townsend & Kent, LLC. Davis serves on the investment committee for the Greater Philadelphia Tourism Marketing Corporation and holds board positions with the Pennsylvania Department of Transportation Public Private Partnership, in addition to acting as treasurer for multiple political action committees. Vertex Financial Advisors serves individuals, including high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, municipalities, and qualified retirement plans. The firm provides investment management, financial planning, retirement planning, and qualified plan consulting, emphasizing a customized, asset-allocation driven approach and offering institutional-style services such as qualified plan consulting and participant-level advice.

Jay Chen is a CFA® charterholder with three years of industry experience, currently serving as the sole advisor at Clovelly Wealth. He previously worked at Wellington Management Company for 19 years before joining Clovelly Management Advisors LLC in 2022. Outside of his advisory role, Chen is a board member, advisor, and angel investor. Clovelly Wealth is an investment manager that oversees pooled and institutional assets while providing portfolio management, financial planning, and tax-preparation services. The firm serves a diverse client base including retirement plans, trusts, nonprofits, and high-net-worth individuals, employing a long-term trading approach that integrates cyclical and fundamental analysis with quantitative models.

Sean Wieland is a financial advisor with Tannhauser Financial LLC, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has worked at Prudential Financial Planning Services and PRUCO Securities, LLC, and has been an independent insurance agent since 2017. Wieland is also a licensed insurance agent. Tannhauser Financial provides portfolio management and financial planning services for individuals, including high-net-worth clients. The firm uses a range of analytical methods and offers investment strategies documented in Investment Policy Statements, covering a broad investable universe that includes mutual funds, equities, fixed income, commodities, and private placements.

Patrick Clark is a financial advisor with Neshaminy Creek Advisors in Bensalem, PA, holding Series 63 and Series 65 licenses and 21 years of industry experience. He previously worked at Kestra Financial Services, Inc., and Attleboro Wealth Management. Neshaminy Creek Advisors provides investment management, financial planning, and retirement plan consulting to individuals, charitable organizations, corporations, and public entities. The firm typically uses primarily passive, low-cost portfolios with index funds and ETFs while incorporating active strategies and multiple analysis methods when appropriate, and offers ongoing retirement-plan consulting and fiduciary services to nonprofit organizations and endowments.

Stephen Peiffer is the principal advisor at SP Wealth Planning, an independent firm based in Churchville, PA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including eight years at VOYA Financial Advisors. Prior to founding SP Wealth Planning in 2022, he also worked as a caregiver for one year. Although he is a licensed insurance agent, he no longer sells insurance products or maintains affiliations with insurance companies. SP Wealth Planning is a fee-only, state-registered investment adviser serving individual clients and plan sponsors with wealth management, investment management, financial planning, and held-away account advice. The firm operates as a single-advisor practice, providing non-discretionary investment management and retirement plan consulting, and combines passive and active strategies within individualized portfolios.

Nicholas Lager is a CFP® with 10 years of industry experience, currently serving as the sole advisor at Tactical Wealth Planning LLC. His prior experience includes roles at The Vanguard Group and Personal Capital Advisors, among others. Outside of finance, he works as a 911 paramedic responding to pre-hospital medical emergencies in Bucks and Chester Counties, Pennsylvania. Tactical Wealth Planning LLC provides discretionary portfolio management and comprehensive financial planning focused on healthcare cost analysis, Medicare enrollment evaluation, and gap-year income strategies for early retirees. The firm serves high-net-worth individuals and select institutional clients, employing a blend of cyclical, fundamental, and technical investment approaches with tactical use of options and alternative products aligned to client-specific plans.

Arthur Eglington is a financial advisor with Niche Investment Advisors LLC in King of Prussia, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Almanack Investment Partners and Realta Equities, Inc. Outside of advisory work, he is involved in commercial property ownership. Niche Investment Advisors provides investment management, financial planning, and qualified retirement plan consulting to individuals, high-net-worth clients, and various institutional entities. The firm employs both fundamental and technical analysis across multiple investment strategies and offers services on discretionary and non-discretionary bases.

Matthew Todorow is the principal advisor at Todorow Capital Partners LLC in Wayne, PA, holding the CFA® designation and Series 63 and 65 licenses, with four years of industry experience. He has been associated with Todorow Capital Partners since 2013. Todorow Capital Partners provides discretionary portfolio management primarily to high-net-worth individuals, managing approximately $16 million across a concentrated client base. The firm employs a fundamental analysis approach focused on growth equities, supplemented by fixed income, ETFs, and private placements, and uses both long-term and short-term trading techniques including short sales.

Robert Fertman is a financial advisor with Bryn Mawr Wealth Management LLC in Bryn Mawr, PA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Bryn Mawr Wealth Management since 2007. In addition to his advisory work, he provides personal and life coaching as well as Shiatsu bodywork, dedicating about 20% of his time to these activities. Bryn Mawr Wealth Management offers investment advisory and portfolio management services primarily to individual clients, as well as to pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses proprietary composite-based models and a formal investment policy statement process to tailor portfolios according to clients’ objectives, risk tolerances, and time horizons.

Kimberly Black is a financial advisor with Greythorne Advisors LLC, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Faithward Advisors, Ambassador Advisors, American Portfolios Financial Services, Wells Fargo Clearing Services, and Edward Jones. Greythorne Advisors is a single-advisor registered investment adviser serving individual and high-net-worth clients with ongoing portfolio management and financial planning. The firm emphasizes a long-term, non-discretionary approach using a combination of analytical methods and limits recommendations to mutual funds, equities, fixed income securities, and ETFs.

Cody Hofstetter is the sole advisor at Hofstetter, Cody L., holding a Series 65 designation with five years of industry experience. In addition to his advisory role, he is the CEO and owner of Sovereign Cyber Industries, a cybersecurity firm he has operated since 2011. Prior to his current advisory position, he was involved with Pulp Cafe & Juice Bar LLC. Hofstetter, Cody L. focuses on advisory and consulting engagements for institutional-style and pooled investment vehicles, serving entities such as trusts, estates, and charitable organizations. The firm emphasizes manager selection and due diligence, employs a range of analytical methods, and uses fixed and hourly fee arrangements without custody or discretionary management of client assets.

Michael Coen is the founder of East West Advisers and holds Series 63 and Series 65 licenses, with 26 years of industry experience. He established MCC Advisory, a freelance consulting business, and is the managing member of Horizons Capital LLC, which manages a private investment fund. Coen has led East West Advisers since 2016. East West Advisers provides discretionary portfolio management to individual and institutional clients, including educational institutions and endowments, across equity and fixed-income strategies. The firm employs a combined bottom-up and top-down investment approach focused on low expenses, diversified exposure, and long-term orientation, and it sponsors a private pooled investment vehicle with performance-based fees and a formal governance framework.

Lamonte Williams is the CEO and Investment Advisor Representative of Jhanti Financial, with nine years of industry experience. He has managed Jhanti Financial since 2009 and concurrently holds a part-time position with Piedmont Airlines. In addition to his financial advisory role, he is involved in Jhanti International, an export/import company registered as a Veteran Owned Small Business. Jhanti Financial provides portfolio management, investment advisory, and financial planning services to corporations, business development companies, charitable organizations, small businesses, and individuals. The firm employs a combination of fundamental and technical analysis along with sector and political analysis, managing accounts primarily on a discretionary basis while also offering education seminars and subscription-based newsletters.

Nathaniel Kangpan is the principal advisor at Kangpan & Co. with a Series 65 credential and one year of industry experience. He has previously worked at KG Beacon LLC, Kepler Group, and Kangpan Group LLC. Outside of his advisory role, Nathan occasionally provides limited business consulting and strategy services through Kangpan & Co. Kangpan & Co. is an independent advisory firm serving retail and institutional clients, typically those with at least $500,000 in investable assets. The firm uses a data-driven, analytical approach combining fundamental, quantitative, and portfolio analysis to create customized financial plans, and it publishes a public newsletter detailing its investment strategies and modeled performance.

Ashwini Aragam is the sole advisor at Ashram Capital LLC, holding a Series 65 credential with one year of industry experience. Prior to founding Ashram Capital, Aragam worked at Salesforce and Accenture, and was retired for five years before starting the firm. Ashram Capital LLC provides discretionary investment management mainly to individuals and families, as well as high-net-worth clients, trusts, estates, and business entities when appropriate. The firm employs a long-term, equity-focused approach centered on individual publicly traded stocks, supplemented by ETFs and cash holdings, and uses a structured suitability process with customized Investment Policy Statements.