Eric Pirhalla is a financial advisor at True Horizon Wealth Advisors, LLC with 22 years of industry experience. He holds the Series 66 designation and has been with True Horizon Wealth Advisors since 2014. Outside of advising, he is a 50% owner and vice president of marketing and sales at HNT Grid Systems, a data services company. True Horizon Wealth Advisors serves individual investors, including high-net-worth clients, as well as employer-sponsored pension and profit-sharing plans. The firm provides comprehensive portfolio management with integrated financial planning, employing both fundamental and technical analysis and a variety of investment strategies, including options and derivatives, with accounts reviewed and rebalanced at least quarterly.

Kevin Womack is a financial advisor at Bryn Mawr Investments with a Series 65 designation and one year of industry experience. He has previously worked at Citi Bank, MUFG Bank, Trident Mortgage, and TD Bank. Outside of his advisory role, he serves as a board member of an abstractor corporation specializing in land and title insurance. Bryn Mawr Investments provides planning, discretionary portfolio management, and corporate advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a data-driven, quantitative investment approach combining macro analysis, proprietary models, AI forecasting, and derivatives strategies, alongside offering corporate advisory services and access to structured products.

Alexander Mancini is the sole advisor at Win Investing LLC in Swarthmore, PA, holding Series 63 and Series 65 credentials with 38 years of industry experience. He has led Win Investing since its founding in 2016. Win Investing LLC offers discretionary portfolio management and investment advice to individuals, high-net-worth clients, trusts, foundations, and employer plans. The firm employs a top-down investment process combining fundamental and technical analysis, with risk-sensitive management across a range of asset classes including stocks, bonds, currencies, and commodities.

Jason Driver is a financial advisor with Adair Financial Private Client Group in West Chester, PA. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior work includes roles at LPL Financial LLC, The Investment Center Inc, IC Advisory Services Inc, and Dunham and Associates. Adair Financial Private Client Group provides investment management and financial planning services to individuals, high-net-worth clients, employer retirement plans, and businesses. The firm manages approximately $11 million across 30 client relationships, using a largely asset-allocation driven, passive investment approach with ETFs and mutual funds, supplemented by fundamental, technical, and cyclical analyses when appropriate.

Michael Rudolph is the sole advisor at Springdale Advisors and holds the CFA® designation with eight years of industry experience. He has been with Springdale Advisors LLC since 2009. Springdale Advisors is a fee-only, independent firm that provides discretionary investment management primarily to high-net-worth individuals, trusts, foundations, and endowments. The firm employs concentrated all-capitalization global growth stock strategies with both long-only and long/short positions, using a combination of fundamental, technical, and cyclical analysis alongside corporate rating and pricing data.

Dawn Santoriello is a CERTIFIED FINANCIAL PLANNER™ professional with 18 years of industry experience, currently operating as the sole advisor at DS Financial Strategies, LLC. Her prior experience includes roles at Efficient Advisors, Sowell Management, and Coinbase Capital Markets, among others. Outside of her advisory work, she engages in paid speaking engagements related to investing and participates as a Fem City Ambassador in a professional networking group. DS Financial Strategies, LLC serves individuals, high-net-worth clients, corporations, charities, and qualified retirement plans by providing comprehensive financial and estate planning, targeted consulting, and retirement plan services. The firm uses third-party investment advisers for portfolio management, focusing on delivering written financial plans and ongoing monitoring rather than direct asset management.

Timothy Powers is the sole advisor at Powers Capital Management in Conshohocken, PA, holding Series 63 and Series 65 licenses with 24 years of industry experience. He founded Powers Capital Management in 2019 after 13 years at Benefit Consultants Group and BCG Securities, Inc., as well as a year at Banc of America Investment Services, Inc. Powers Capital Management is an independent, state-registered investment adviser serving individuals, families, trusts, and small business owners. The firm offers discretionary portfolio management and comprehensive financial planning, employing a combination of strategic and tactical asset allocation, regular rebalancing, and tax-aware strategies across a range of investment types including mutual funds, ETFs, equities, fixed income, and alternative assets.

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.

Wayne Gifford is the sole advisor at Financial Spectrum Inc. in Abington, PA, with 27 years of industry experience. He holds a Series 63 designation and has been with Financial Spectrum Inc. since its founding in 1999. Outside of his advisory role, he is a shareholder partner at Gifford & Uslin PC CPA's, a firm providing accounting, bookkeeping, tax consulting, and computer system services to individuals and small businesses. Financial Spectrum Inc. provides fee-only investment management and financial planning for individuals, high-net-worth clients, pension plans, and charitable organizations. The firm employs a non-discretionary investment approach, utilizing fundamental, technical, and economic analysis to create diversified portfolios tailored to client objectives.

Latanya Savage is a CFA® charterholder with six years of industry experience. She previously worked at Dupont Capital Management for ten years. Savageadvisory provides stock-specific advisory services to individual investors, focusing on fundamental analysis and a growth-at-a-reasonable-price (GARP) investment philosophy. The firm offers proprietary stock research, recommendations, portfolio analysis, and fee-based educational seminars, while clients execute transactions through their chosen broker-dealers.

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.

Matthew Tae is the principal advisor at Diversified Human Solutions in Philadelphia, PA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been leading Diversified Human Solutions, including its subsidiary Fellow Travelers, since 2009 and also serves as president overseeing insurance and employee benefits operations. Diversified Human Solutions advises retirement plan sponsors, participating employers, business owners, and individuals, providing retirement plan investment management, financial planning, and consulting services. The firm manages plan-level investment menus focused on broadly diversified, low-cost funds with periodic rebalancing, and offers financial planning on fixed-fee or hourly arrangements, distinguishing itself through an integrated approach with affiliated payroll, recordkeeping, and accounting services.

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 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.

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.

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.