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.

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.

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.

Benjamin Conteh is a financial advisor at Bargeld Financial with a Series 66 designation and two years of industry experience. He previously worked at Edward Jones and is involved in tax advising and notarial services through his role at Triage, LLC. Bargeld Financial is a fee-only independent investment adviser serving individuals, families, small businesses, non-profits, and retirement plans. The firm employs a bottom-up fundamental research approach combined with Modern Portfolio Theory, integrating both active and passive equity and fixed-income strategies, and incorporates ESG criteria upon request.

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.