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.

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.

James Taylor is a financial advisor at Groundwork Wealth Management, LLC with 21 years of industry experience. He holds the Series 66 designation and has led the firm since its founding in 2014. Groundwork Wealth Management provides comprehensive portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis, and offers discretionary management that can involve derivatives such as options and leveraged ETFs tailored to client objectives and risk tolerance.

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.

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.

John Lyttle III is the sole advisor at The Lyttle Company, LLC, an independent firm based in Chadds Ford, PA. He holds a Series 65 designation and has seven years of industry experience, including prior roles at Health Monitor Network and Vornado Realty Trust. The Lyttle Company provides portfolio management and retirement fund consultation to individual investors, primarily focusing on IRAs and self-directed 401(k) accounts. The firm employs a research-intensive, long-term investment approach centered on corporate fundamentals and direct security selection, typically constructing diversified portfolios of 25–30 positions while using various instruments to manage risk.

Jonathan Wood is the sole advisor at Wood J D & Co with 50 years of industry experience. He has worked at J D Wood & Company since 1976. Wood J D & Company is an independent, fee-only discretionary investment manager serving a select group of high-net-worth individuals, trusts, and estates. The firm emphasizes a blend of fundamental, technical, and cyclical analysis focused on quality, value, timing, diversification, and long-term capital accumulation, with accounts reviewed daily and clients receiving quarterly investment outlooks.

I founded Whitford Financial Planning after working in the financial services industry for 25 years. We help people dealing with changes in life such as planning for retirement, adjusting to a job change, managing investments, or handling an inheritance. Your Retirement, Stress Free - Our comprehensive services are designed to coordinate your investments, tax strategies, retirement income needs, insurance, and estate planning goals. From day one, we work to maximize the efficiency of your financial resources, and as a fiduciary, we provide solutions that are always in your best interest. Through regular meetings and communications we keep your plan on track by adjusting to economic conditions, tax law changes, and updates to your personal situation. With Whitford as your financial partner, we help you do the little things right and avoid possible costly mistakes. Visit our website to learn more!

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.

David Sung is a CFA® charterholder and the principal advisor at MVO Private Wealth, LLC. He has seven years of prior industry experience, including roles at DeNovo Capital Group, Tide Capital Management, and Wealth Enhancement Group. Sung has been with MVO Private Wealth since 2026. MVO Private Wealth serves a selective clientele of high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, and closely held business entities. The firm offers discretionary portfolio management, held-away account guidance, and comprehensive financial planning, employing a bespoke, tax-aware investment approach that combines strategic asset allocation, fundamental analysis, and probabilistic planning with selective use of options and derivatives.

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.

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.

Kurt Ebner is a certified financial planner (CFP®) and chartered financial analyst (CFA®) with 35 years of industry experience. He has been the sole advisor at EHB Financial Resources Management, Inc. since 1986. EHB Financial Resources Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm focuses on asset-allocation-driven portfolio construction with a long-term buy-and-hold strategy, offering integrated accounting and tax services alongside its investment 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.

Bruce Hunt is a financial advisor at Rose Valley Asset Management LLC with 23 years of industry experience. He has been with Rose Valley since 2006 and previously worked at Wescott Financial Advisory Group LLC from 2001 to 2004. Hunt holds Series 63 and Series 65 designations. Rose Valley Asset Management LLC provides wealth management, investment management, financial planning, and consulting services primarily to individual clients, including high-net-worth households. The firm uses a combination of fundamental and technical analysis within an asset-allocation frameworks, managing roughly $99 million across about 70 clients with portfolios monitored quarterly and discretionary trading where authorized.

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.