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.

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 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.

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.

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.

My firm, CJ Perry Financial, provides the opportunity for ongoing financial advice. Our clients generally include people who are planning to retire soon or who are recently retired. We’re available to answer your questions and address your concerns. We have two primary advisory service offerings: 1) Wealth Management Services Includes Investment Management Services and Comprehensive Financial Planning. 2)Project-Based Financial Planning As a one-time engagement. Here we assess aspects of your financial life, determine goals, and provide you with a financial plan to address those goals. As part of our Wealth Management offering, Investment Management Services includes appropriate asset allocation, security selection, rebalancing, tax considerations, and ongoing maintenance. Comprehensive Financial Planning involves helping you identify your financial and life goals and developing a plan to address those goals. This may include cash flow analysis, debt management and budgeting, Social Security claiming strategies, health care planning, estate and tax management, risk management, and retirement transitioning.

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.

Bruce Hunt is a financial advisor at Rose Valley Asset Management LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rose Valley since 2006. Rose Valley Asset Management LLC provides wealth management, investment management, financial planning, and consulting primarily to individual and high-net-worth clients. The firm manages approximately $90 million for about 70 clients, offering tailored portfolio management and written financial plans with a focus on fundamental and technical analysis, asset allocation, and use of mutual funds and ETFs.

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.

I often hear two common questions from my clients: "Am I saving enough for retirement?" and "How can I reduce my tax burden?". These are crucial questions that need comprehensive and objective financial planning. I’m passionate about helping my clients find financial clarity and achieve their financial goals with personalized planning and investment strategies, with a special focus on tax planning. My mission is to help individuals, families, retirees, and business owners make wise financial decisions and effectively grow, manage, and protect their assets throughout life's various and often complex transitions. As a fee-only financial planner and fiduciary, I always put my client's interests first. I never receive any commission or incentive and I have an obligation to provide unbiased and trustworthy financial advice. I’m happy to offer flexible fee arrangements for clients who wish to manage their own investments. I am a CERTIFIED FINANCIAL PLANNER™ professional as well as a Pennsylvania-licensed Certified Public Accountant. I live in Delaware County, Pennsylvania with my wonderful wife, Whitley, and our beautiful daughter.

Lee Molotsky is the principal of Molotsky Tax Advisory Group, LLC, an independent advisory firm based in Voorhees, NJ. He holds Series 63 and Series 66 credentials and has 19 years of experience in financial advisory services. Molotsky also works as an independent insurance agent, spending approximately half of his professional time in this capacity. His work history includes roles at Greentree Mortgage Company and SHM Financial Group. Molotsky Tax Advisory Group primarily serves individual clients, as well as trusts, estates, small businesses, and retirement plans. The firm offers discretionary asset management and comprehensive financial planning, customizing portfolios based on clients’ objectives and risk tolerances using fundamental, technical, and cyclical analysis.

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.

Jordan Moore is a financial advisor at Champion Investments LLC with six years of industry experience. He holds a Series 65 designation and has worked at Champion Investments since 2019. In addition to his advisory role, Moore is an assistant professor of finance at Rowan University, a position he has held since 2017. Champion Investments LLC provides discretionary portfolio management services to individual investors, high-net-worth individuals, and small businesses. The firm employs an active, signals-driven investment approach that combines fundamental and technical analysis to select U.S. equities and ETFs, typically reviewing portfolios weekly and trading on a discretionary basis.

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.