Dawn Santoriello is a CERTIFIED FINANCIAL PLANNER™ professional with 18 years of industry experience, currently operating as the sole advisor at DS Financial Strategies, LLC. Her prior experience includes roles at Efficient Advisors, Sowell Management, and Coinbase Capital Markets, among others. Outside of her advisory work, she engages in paid speaking engagements related to investing and participates as a Fem City Ambassador in a professional networking group. DS Financial Strategies, LLC serves individuals, high-net-worth clients, corporations, charities, and qualified retirement plans by providing comprehensive financial and estate planning, targeted consulting, and retirement plan services. The firm uses third-party investment advisers for portfolio management, focusing on delivering written financial plans and ongoing monitoring rather than direct asset management.

Timothy Powers is the sole advisor at Powers Capital Management in Conshohocken, PA, holding Series 63 and Series 65 licenses with 24 years of industry experience. He founded Powers Capital Management in 2019 after 13 years at Benefit Consultants Group and BCG Securities, Inc., as well as a year at Banc of America Investment Services, Inc. Powers Capital Management is an independent, state-registered investment adviser serving individuals, families, trusts, and small business owners. The firm offers discretionary portfolio management and comprehensive financial planning, employing a combination of strategic and tactical asset allocation, regular rebalancing, and tax-aware strategies across a range of investment types including mutual funds, ETFs, equities, fixed income, and alternative assets.

Thomas Mckeon is a CFA® charterholder with 31 years of industry experience, serving as the sole advisor at Clothier Springs Capital Management, LLC in Phoenixville, PA. He holds Series 63 and Series 65 licenses and leads an independent advisory firm. Clothier Springs Capital Management provides discretionary investment advisory and portfolio management services to private individuals, high-net-worth clients, and institutional entities, including municipal governments and pension plans. The firm employs globally allocated, broadly diversified portfolios primarily using low-cost, index-based ETFs, and offers specialized strategies such as rules-based option hedging, derivative consulting, and Outsourced CIO services.

Latanya Savage is a CFA® charterholder with six years of industry experience. She previously worked at Dupont Capital Management for ten years. Savageadvisory provides stock-specific advisory services to individual investors, focusing on fundamental analysis and a growth-at-a-reasonable-price (GARP) investment philosophy. The firm offers proprietary stock research, recommendations, portfolio analysis, and fee-based educational seminars, while clients execute transactions through their chosen broker-dealers.

James Cipriotti is the principal advisor at Retire Ready Wealth Management in Radnor, PA, with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has operated as a self-employed financial professional since 2002. Cipriotti is also a licensed insurance agent and spends part of his time selling various insurance products. Retire Ready Wealth Management provides investment advisory and financial planning services to individuals and high-net-worth clients, offering both discretionary and non-discretionary managed accounts. The firm’s investment approach focuses on customizing asset allocation based on clients’ time horizons and risk tolerances, utilizing strategies such as dollar-cost averaging and technical analysis.

Charles Piermani is the principal and sole advisor at Piermani Charles J Associates, an independent firm based in Norristown, PA. He holds over 23 years of industry experience and has been operating his advisory and tax consulting businesses since 1976. In addition to financial advising, Piermani serves as a tax consultant, providing tax preparation and advice. Piermani Charles J Associates offers discretionary portfolio management and financial planning to individual investors, high-net-worth individuals, and trusts. The firm manages approximately $74.6 million in discretionary assets and emphasizes technical analysis with both long- and short-term trading strategies, supported by monthly account reviews and written reporting.

Matthew Tae is the principal advisor at Diversified Human Solutions in Philadelphia, PA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been leading Diversified Human Solutions, including its subsidiary Fellow Travelers, since 2009 and also serves as president overseeing insurance and employee benefits operations. Diversified Human Solutions advises retirement plan sponsors, participating employers, business owners, and individuals, providing retirement plan investment management, financial planning, and consulting services. The firm manages plan-level investment menus focused on broadly diversified, low-cost funds with periodic rebalancing, and offers financial planning on fixed-fee or hourly arrangements, distinguishing itself through an integrated approach with affiliated payroll, recordkeeping, and accounting services.

Eric Thompson is a financial advisor at Thompson Capital Management, LLC in West Chester, PA, holding a Series 65 credential with 12 years of industry experience. He has led his independent advisory firm since 2013 and concurrently works as a senior validation engineer in the engineering and construction industry, where he serves on corporate committees focused on strategy and quality control. Thompson Capital Management provides portfolio management primarily for individual and high-net-worth clients, using a diversified approach that includes publicly traded equities, ETFs, REITs, fixed income, and international securities. The firm employs a combination of fundamental, technical, and quantitative analysis alongside various trading strategies, managing accounts on a discretionary basis according to customized investment policies.

Adil Masani is a CFP® and ChFC® with 18 years of industry experience. He is the managing member of Masani Wealth Management, LLC, an independent advisory firm he has led since 2010. In addition to his advisory role, Masani is an independent insurance agent, spending approximately 10% of his time in insurance sales and services. Masani Wealth Management provides personalized financial planning and discretionary investment management to individuals, business owners, and charitable organizations. The firm combines portfolio management with comprehensive planning services and employs a range of analytical techniques, including fundamental, technical, and cyclical analysis, to support client objectives.

Alev Cieslinski is a financial advisor at Great Valley Tax & Financial Services in Paoli, PA, holding a Series 65 designation. Alev has professional experience at firms including Vanguard and Ascensus, and holds a doctoral degree in economics. Outside of advisory work, Alev is an enrolled agent providing tax preparation, tax planning, and IRS representation. Great Valley Tax & Financial Services offers advice-only financial planning and tax services to individuals, families, and clients of other advisers, including high-net-worth clients. The firm employs a long-term, passive investment approach focused on strategic asset allocation and integrates tax practice capabilities with its advisory services.

Charles Manning Jr. is the principal of Charles Manning & Associates, Inc., an independent advisory firm where he has worked since 1998. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Outside of his advisory work, he manages a developmental energy business, U.S. Power & Light, Inc., devoting a small portion of his time to this activity. Charles Manning & Associates provides discretionary and consultative investment supervisory services to individuals, trusts, estates, and institutional clients. The firm focuses on domestic large-cap stocks and tax-free municipal bonds, managing portfolios on an account-by-account basis with a combination of top-down and bottom-up research.

Jonathan Tang is a financial advisor at Green Trails Wealth LLC with 12 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Goldman Sachs & Co. LLC, First Republic Bank, and JP Morgan Chase. Green Trails Wealth LLC is an independent, fee-only advisory firm serving a small number of clients, including high-net-worth individuals, charitable organizations, and businesses. The firm provides comprehensive financial planning without discretionary portfolio management, using a mix of passive and active fund analysis based on Modern Portfolio Theory, and also offers educational seminars and speaking engagements on personal finance.

Jonathan Liggett is a CFA® charterholder and the sole advisor at Orbital Management, with five years of experience managing his own firm and additional industry experience dating back to 2011. Prior to founding Orbital Management, he held roles at i360 LLC, CAST Environmental LLC, Six Lambda LLC, and JL Squared Group, LLC. Outside of his advisory work, he serves as Head of Data Partnerships at i360 LLC, focusing on building external client partnerships for data products. Orbital Management provides discretionary investment advisory services to high-net-worth individuals, foundations, trusts, endowments, family offices, and corporate institutions. The firm uses detailed investor profiling and investment simulations to develop strategic asset allocations, blending passive ETFs with selected active managers, and offers management on discretionary, non-discretionary, or hybrid bases.

Timothy Gardiner is the principal of Gardiner Investment Group, Inc. in West Chester, PA, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC for 15 years. Outside of advisory services, he is a licensed insurance agent offering life, health, and disability insurance products and operates a tax preparation service through an affiliated entity. Gardiner Investment Group, Inc. advises individuals, high-net-worth clients, trusts, and estates, providing discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, and occasionally individual securities, managing approximately $43.1 million in client assets as of the end of 2024.

Benjamin Gialloreto is a CFA charterholder and the sole advisor at BRG Financial, LLC, with three years of industry experience. Prior to founding BRG Financial in 2023, he worked at SEI Investments from 2018 to 2023 and has a background in commercial real estate. BRG Financial provides discretionary asset management and financial guidance to individuals, high-net-worth clients, business entities, and qualified retirement plans. The firm employs a combination of fundamental and technical analysis alongside Modern Portfolio Theory, integrating artificial intelligence tools as supplemental inputs, and emphasizes pension consulting and ERISA plan management.

Carter Lee is a CFA® charterholder and founder of Lenape Investments, LLC, an independent advisory firm based in West Chester, PA. He has 13 years of industry experience and has led Lenape Investments since 2015. Outside of his advisory work, Lee serves as chairman of the Tatnall School Investment Committee and is a member of the Mount Cuba Center Investment Committee, both of which oversee endowment investment management. Lenape Investments provides discretionary equity portfolios primarily for high-net-worth individuals and families, managing approximately $36.4 million across 15 client relationships. The firm employs a fundamental, bottom-up investment approach focused on concentrated U.S. large-cap stocks and maintains a separate-account only policy to create bespoke portfolios.

Sasha Coviello is a financial advisor with Auctus Wealth Management Inc. in Philadelphia, PA, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. Prior to founding Auctus Wealth Management in 2012, Sasha worked at Nationals Securities Corporation and Triad Advisors. Outside of advisory work, Sasha serves on the Board of Directors for the Camphill Soltane Foundation in Glenmoore, PA. Auctus Wealth Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers non-discretionary portfolio management, written financial plans, and access to third-party advisory programs, employing a research-driven approach that includes external manager analysis and a range of investment types.

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.

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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.