Glenn Surowiec is the sole advisor at GDS Investments, LLC, an independent firm based in West Chester, PA. He holds a Series 65 designation and has 24 years of industry experience, including 14 years with GDS Investments. Prior to founding the firm, he held institutional portfolio management and research roles at the principal level. GDS Investments provides discretionary portfolio management and advisory services to individuals, trusts, and estates, managing approximately $19.7 million across 40 client relationships. The firm employs a value-oriented, research-driven approach focused on business strength, management quality, conservative valuation, and event-driven catalysts, with portfolios customized to client objectives and risk tolerance.

Edward Roche is the sole advisor at Freedom Mountain Investments, an independent firm based in Paoli, PA. He holds a Series 65 designation and has 19 years of industry experience, having led Freedom Mountain Investments since 2006. Outside of his advisory role, he occasionally provides consulting services in the pharmaceutical sector. Freedom Mountain Investments offers discretionary portfolio management primarily to individual and high-net-worth clients, utilizing a research-driven, fundamentally oriented investment process. The firm maintains a small client base and employs a "Venerable Owner" strategy focusing on companies with significant long-term ownership, resulting in more concentrated portfolios suited for longer time horizons and higher risk tolerance.

Steven Engle is a CFP® professional with two years of experience, currently serving as the sole advisor at Asbury Capital in West Chester, PA. He also works as a Senior Account Executive at Skience, dedicating about half of his time to that role. His prior experience includes positions at Asset-Map, Pennsylvania Capital Management, and academic roles at Golden Gate University and Temple University. Asbury Capital is an independent, fee-only registered investment adviser that provides discretionary portfolio management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm combines passive and active strategies through asset allocation and portfolio construction, managing approximately $1.5 million in client assets across seven relationships.

Kurt Ebner is the sole advisor at EHB Financial Resources Management, Inc. in Exton, PA. He holds the CFP®, CFA®, and Series 63 designations and has 35 years of industry experience. He has been with EHB Financial Resources Management since 1986. EHB Financial Resources Management provides portfolio management, financial planning, and accounting/tax services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm’s investment approach emphasizes asset-allocation-driven portfolio construction with a long-term buy-and-hold strategy, integrating accounting and tax services alongside asset management.

Joseph Bucara is a CFP® with 21 years of industry experience and has been the sole advisor at JCB Financial, Inc. since 2006. He holds Series 63, 65, and 66 licenses and operates out of Collegeville, PA. JCB Financial provides investment supervisory services and financial planning to individuals, trusts, estates, charitable organizations, foundations, and business entities. The firm uses a top-down macroeconomic framework combined with fundamental and technical security analysis, emphasizing diversification, cost control, and low portfolio turnover, often leveraging exchange-traded funds alongside other investment vehicles aligned with client objectives.

Richard Gould is the sole advisor at Gould Tactical Growth LLC in Phoenixville, PA. He holds the CFA® designation and a Series 65 license, and has 22 years of industry experience. He has led Gould Tactical Growth since 2017. Gould Tactical Growth LLC provides discretionary investment management, consulting, and model/asset-allocation services to a selective client base that includes high-net-worth individuals, trusts, other advisers, and pooled investment vehicles. The firm employs a concentrated growth equity approach centered on small- and micro-cap companies using CAN SLIM screening combined with fundamental and technical analysis, and it actively manages portfolios with discretionary authority.

Sam John is a CFA® charterholder with 10 years of industry experience, currently serving as the sole advisor at Phronimos Capital, LLC since 2014. He holds a Series 63 license and operates out of Kennett Square, PA. Phronimos Capital, LLC is an independent registered investment adviser that offers discretionary portfolio management and separately managed accounts to a select group of individual and institutional clients. The firm employs a combination of fundamental and quantitative analysis to pursue deep-value strategies, often focusing on underfollowed small-cap and international securities, and utilizes options and derivatives as part of its investment approach.

Edward Kriczky is the principal of Kriczky Wealth Management LLC, an independent advisory firm. He holds a Series 65 designation and has three years of experience in the financial industry. Prior to founding his firm, he worked in various roles including business consulting and engineering. Kriczky is also involved in business consulting through a separate firm, Kriczky Virus, LLC. Kriczky Wealth Management provides investment advisory services mainly to individuals, high-net-worth clients, charitable organizations, and small businesses, focusing on a very small client roster relative to assets under management. The firm manages discretionary portfolios using a blend of fundamental analysis, Modern Portfolio Theory, and Monte Carlo planning, incorporating a range of traditional and alternative investment vehicles when appropriate.

Jeremy Mcgraw is a financial advisor at Merit Investment Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merit Investment Management since 2009. The firm manages approximately $15.1 million for individual and institutional clients, offering discretionary portfolio management and investment advisory services. Merit combines low-cost, diversified ETF model portfolios with an actively managed global dividend equity strategy and serves both corporate and individual investors.

Jeffrey Thompson is a CFP® professional with 35 years of industry experience, currently serving as the sole advisor at Stoneridge Wealth Advisors, LLC since 2006. He is also a licensed insurance producer authorized to solicit applications for annuity and life insurance contracts. Stoneridge Wealth Advisors is an independent firm that provides non-discretionary investment advice and financial planning services to individuals, trusts, charitable organizations, private foundations, and retirement plans. The firm employs a top-down, modern-portfolio approach with an emphasis on asset allocation and diversification, and also offers pension and retirement-plan consulting alongside ongoing account monitoring and reporting.

Hi, I’m Bob Falcon. I'm the President and Founder of Falcon Wealth Managers LLC and College Funding Solutions LLC. I leverage my unique skills as a CPA (Tax) along with my CFP(R) to provide tax-efficient financial and retirement advice to my clients. The clients that I provide the most value for are those recently retired or nearing retirement. Most have saved well in their 401(k)s and IRAs but are looking at a huge tax liability the rest of their lives. They need strategies (including Roth conversions) to minimize income and IRMAA taxes in retirement. My tax CPA background plus my CFP(R) allow me to excel in helping these clients! After graduating from Villanova with a BS in Accounting, I started my financial services career working 9 years in public accounting as a CPA in Tax. I rose to the Manager level in a Big 4 Accounting firm, then broadened my expertise by earning an MBA at Kenan-Flagler Business School (UNC-Chapel Hill). Today, my goal is to make sure my clients do not pay any more tax than is legally required so that they (not the government) can enjoy their lifetime savings. As a self proclaimed "Tax Geek with Personality," I revel in helping my clients to pay as little tax as possible. I help my younger clients with their executive compensation (stock option) strategies as well as optimizing their employee benefit selections. I also provide college financial planning services that can significantly lower the family’s out of pocket cost of college. In the end, I want all my clients to share their wealth with their children, grandchildren, and their charities instead of with the government.

Richard Seiwell is the sole advisor at Seiwell Advisors, LLC in West Chester, PA, holding a CFA® designation and a Series 65 license with 27 years of industry experience. He founded Seiwell Advisors in 2003 and has served as a trustee and member of both the finance and investment committees at Catawba College, volunteering approximately 15 hours per month. Seiwell Advisors provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a fundamental analysis-based investment process, managing a small client base with a principal-led approach and conducting formal portfolio reviews at least quarterly.

David Kring is a CFP® professional with 19 years of industry experience and has led Conestoga Wealth Management since 2011. He is also a licensed insurance agent and engages in talent and entertainment activities as well as contributing to BrightScope.com. Conestoga Wealth Management specializes in financial planning and coordinates asset management through third-party managers for individuals, high-net-worth clients, and pension/profit-sharing plans. The firm emphasizes documented Investment Policy Statements, quarterly reviews, and a long-term, modern-portfolio-theory approach without maintaining discretionary trading authority or custody of client assets.

Alan Weiss is a Series 65-licensed advisor with 23 years of industry experience. He has worked at Dynamic Investment Strategies, Inc. since 2003 and has been involved with Historical Documents Co. and Blue Water Fishing Tackle Co. for multiple decades. Dynamic Investment Strategies, Inc. provides discretionary investment advisory services to individuals, trusts, estates, and business entities, focusing on mutual fund portfolios with a proprietary technical analysis approach. The firm employs short-term trading strategies, including intraday and leveraged mutual funds, and offers limited financial planning and non-investment consulting.

Timothy Slothower is a CFP®-certified financial advisor with 21 years of industry experience. He is the principal of Grace Financial Advisors LLC, an independent firm he has led since 2017, following prior roles at Harbor Financial Services and operating under his own dba. Outside of advising, he serves as CFO for Keener Kraftsmen LLC, a general contracting business focused on home renovations, and works as an independent insurance agent offering various insurance products. Grace Financial Advisors LLC provides comprehensive financial planning and investment management to individuals, small businesses, foundations, and charitable organizations. The firm’s investment approach combines fundamental analysis with active and passive strategies, emphasizing long-term growth, income, and capital preservation, and includes services such as retirement-plan advice and periodic educational workshops.

Robert Hackett is the principal of On Target Financial Planning and holds a Series 65 designation with two years of industry experience. He has worked at Weston Solutions Inc. since 2013, where he serves as CIO and Vice President, Director of Technology. His role at Weston Solutions is separate from his financial advising activities. On Target Financial Planning provides fee-only financial planning and tax-preparation services to individuals and high-net-worth clients through ongoing, limited-scope, and subscription-based engagements. The firm does not manage client assets or execute trades, instead offering portfolio guidance based on a combination of fundamental, technical, cyclical, and charting analyses, incorporating both passive and selectively active fund strategies.

Grant Wei is a CFA® charterholder with two years of industry experience. He is the principal advisor at Limeral Research and has previously worked at Parnassus Investments and Sanford Bernstein. Limeral Research provides discretionary portfolio management for individuals, high-net-worth clients, trusts, estates, and other business entities. The firm employs a fundamental, research-intensive approach focused on a concentrated portfolio with a multi-year investment horizon and emphasizes alignment of interests through substantial personal investment by the managing member.

Christopher Buckley is a financial advisor at Black Diamond Advisory Partners with 9 years of industry experience. He holds a Series 66 license and has previously worked at Ameriprise Financial Services, Morgan Stanley, and JP Morgan Chase. Buckley is also a licensed insurance agent. Black Diamond Advisory Partners serves individual investors, trusts, corporations, and retirement plans by providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a variety of analytical methods and asset-allocation strategies, with a focus on pension and profit-sharing plans alongside general wealth management.

Robert Smith is a CFP® professional with 40 years of industry experience. He has been with Comprehensive Financial Advisers since 1998, serving as the sole advisor at the independent firm based in Exton, PA. Comprehensive Financial Advisers provides personal financial planning and tailored wealth-management services for individuals, families, trusts, estates, and family businesses. The firm emphasizes managing downside risk through a combination of relative-return, absolute-return, tactical strategies, and alternative investments, delivering advice via a consultative process that coordinates with other advisors and addresses retirement plan rollovers under applicable regulations.

Chandni Gulati is a financial advisor at NiRo Nivesto LLC with a Series 65 designation and one year of industry experience. She previously worked at Blue Cross Blue Shield and the Department of Veterans Affairs, and she is the founder of an IT consulting firm, RonIT Services. NiRo Nivesto LLC serves individuals, families, and small business owners, including healthcare professionals, offering fee-only wealth management, retirement and tax planning, and financial consulting. The firm emphasizes a proprietary investment philosophy combining strategic and tactical asset allocation with tax-aware techniques and often works in a non-discretionary oversight capacity.