Benjamin Conteh is a Series 66-licensed financial advisor with Bargeld Financial in Media, PA, where he has worked since 2024. He has two years of industry experience, including prior roles at Edward Jones and in academic programs at Emory University and Tufts University. Conteh is also involved with Triage, LLC, a business providing tax advising, notarial, and loan signing services. Bargeld Financial is an independent, fee-only investment adviser serving individuals, families, small businesses, nonprofits, and retirement plans. The firm employs a bottom-up fundamental research approach combined with Modern Portfolio Theory and incorporates ESG criteria when requested.

James Spindler is a CFP® with 32 years of industry experience, currently serving as an advisor at Summit Investment Advisory Group LLC since 2020. His prior roles include positions at Girard Advisory Services, Girard Investment Services, and UNIVEST Bank & Trust Co. He is also licensed as an insurance agent and sells insurance products as a part of his professional activities. Summit Investment Advisory Group provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs tailored investment strategies and offers a modular financial advice subscription service, managing approximately $57 million in discretionary assets for around 116 clients.

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.

Mario Pelosi is the sole advisor at Time Investments, LLC, an independent investment advisory firm based in Huntingdon Valley, PA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Mr. Pelosi has managed Time Investments since 2007. Time Investments, LLC specializes in personalized investment advisory and asset management services primarily for federally insured credit unions and small-business 401(k) plans. The firm operates on a non-discretionary, consultative basis and coordinates with third-party administrators and institutional custodians.

Hi, I’m Kristy – the financial planner for female entrepreneurs and entrepreneurial couples. I believe that money is a tool that can help you bring your visions to life, create choices and opportunities, and provide security and peace of mind. You’re out there making it happen, and your business is growing! You're doing a great job earning and you have more cash than you know what to do with. You're ready to maximize the money you're earning and you need help managing and multiplying it. It's time to put that money to work and use it to build wealth! I'm that financial partner that can help you get your finances together, create a holistic plan for your business and personal finances, and feel confident that you’re making the right decisions. All while feeling like you’re sitting down with a friend who gets you and is holding space for you without judgment. I would love to connect with you and hear about your journey through life, entrepreneurship, and with your finances. Email: [email protected] if you have any questions, and you can schedule a complimentary intro call to learn more.

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.

Francis Manella is a CFP® professional with 17 years of experience in the financial services industry. He is currently with CoAdjutant Financial Planning Services and has previously worked at OSAIC Wealth, Emoney Planning Services, American Portfolios, and MassMutual Greater Philadelphia. CoAdjutant Financial Planning Services provides outsourced, white-label financial planning and support primarily to other investment adviser representatives and business owners. The firm specializes in creating compliance-tested, comprehensive financial plans using deterministic and probabilistic projections, focusing on practice support and compliance rather than direct client asset management.

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.

Michael Saler is a financial advisor with Forged Path Wealth Advisors LLC in Blackwood, NJ. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked at Puff Wealth Management LLC and Trinity Wealth Securities LLC. Outside of his advisory work, he volunteers as an assistant baseball coach at Haddonfield Memorial High School. Forged Path Wealth Advisors is a fee-based registered investment adviser serving individuals and high-net-worth clients. The firm offers financial planning and portfolio management services, using a combination of fundamental company analysis and Modern Portfolio Theory to build diversified asset allocations with both passive and selective active strategies.

Keith Donnell is a CFP® with 16 years of experience in financial advising, operating Modern Wealth Concepts LLC in Jenkintown, PA. He has served as an Adjunct Professor of Finance at Saint Joseph's University since 2016 and provides personal financial counseling services to Pennsylvania National Guard service-members as a Department of Defense contractor. Modern Wealth Concepts LLC offers financial planning, investment consulting, and advisory services primarily to individuals and families. The firm manages approximately $46.2 million in discretionary assets for a small client base and emphasizes customized investment policy statements, strategic asset allocation through diversified portfolios, and workforce financial literacy education.

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.

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.

Daniel Dolcini is the principal of Dolcini Capital Management in Cherry Hill, NJ, with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been leading Dolcini Capital Management since 2001, following a brief tenure at BMA Advisors, LLC. Outside of his advisory role, he serves as president of a financial services firm involved in insurance sales. Dolcini Capital Management provides investment management and financial planning services to individuals, trusts, small businesses, corporations, and estates. The firm develops client-specific investment strategies using economic and market research and manages portfolios with a diverse range of securities while maintaining a notable affiliation with an insurance practice.

Alan Gottlob is a financial advisor at Pine Valley Private Wealth with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ethos Financial Group, TFS Securities, and Shingle Oak Advisors. He also serves as a board member of West Bay Holdings Ltd, where he is involved in strategic, actuarial, and governance oversight. Pine Valley Private Wealth provides financial planning and consulting services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers comprehensive financial planning and refers clients seeking investment management to an unaffiliated registered advisor, maintaining a model that does not involve direct asset management or custody.

Brendan Magee is the sole advisor at Breakthrough Investing, LLC in Newtown Square, PA, holding Series 63 and Series 65 licenses with two years of industry experience. He has been associated with Inevitable Wealth Consulting since 2001. Magee is licensed to sell life insurance and occasionally engages in commissionable insurance and fixed annuity sales. Breakthrough Investing provides investment advisory referrals, written financial planning, and educational offerings to individual and corporate clients. The firm emphasizes due diligence on third-party managers and fundamental investment analysis, offering workshops and investor briefings without discretionary management or direct custody of client assets.

Ronald Granberg Jr. is a CFA® charterholder and principal of Clearwater Investment Management LLC in Delran, NJ, with 14 years of industry experience. He has led Clearwater since its founding in 2012 and also has a concurrent 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 emphasizes fundamental and technical analysis focused on market cycles and investor sentiment, primarily managing portfolios composed of mutual funds, equities, ETFs, REITs, and government securities.

Oliver Kell is the principal advisor at Kell Capital, LLC with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at ICS, Inc., Merrill, and Natixis Global Asset Management. Outside of advisory work, he founded an education company and authored an ebook and course on trading strategies. Kell Capital, LLC is an independent registered investment adviser serving individuals and high-net-worth clients with a concentrated investment strategy involving fundamental and technical analysis. The firm manages a small number of accounts with a single model portfolio and offers discretionary portfolio management as well as pooled investment vehicles and performance-based fee arrangements.