Keith Donnell is a CFP® with 16 years of experience in financial advising, operating Modern Wealth Concepts LLC in Jenkintown, PA. He has served as an Adjunct Professor of Finance at Saint Joseph's University since 2016 and provides personal financial counseling services to Pennsylvania National Guard service-members as a Department of Defense contractor. Modern Wealth Concepts LLC offers financial planning, investment consulting, and advisory services primarily to individuals and families. The firm manages approximately $46.2 million in discretionary assets for a small client base and emphasizes customized investment policy statements, strategic asset allocation through diversified portfolios, and workforce financial literacy education.

Sasha Coviello is a financial advisor with Auctus Wealth Management Inc. in Philadelphia, PA, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. Prior to founding Auctus Wealth Management in 2012, Sasha worked at Nationals Securities Corporation and Triad Advisors. Outside of advisory work, Sasha serves on the Board of Directors for the Camphill Soltane Foundation in Glenmoore, PA. Auctus Wealth Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers non-discretionary portfolio management, written financial plans, and access to third-party advisory programs, employing a research-driven approach that includes external manager analysis and a range of investment types.

Daniel Parker is a financial advisor at Cuthbert Capital Management LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill Lynch and Nest Investments BD LLC. Outside of advisory work, he operates an independent insurance agency focused on fixed insurance products. Cuthbert Capital Management LLC provides discretionary asset management primarily for high-net-worth individuals, offering customized portfolio construction and ongoing monitoring. The firm employs a client-specific investment process combining fundamental and technical analysis, serving a small, concentrated client base with a $1,000,000 account minimum.

Jocelyn Wright is a CFP® with 24 years of industry experience and is the sole advisor at Ascension Legacy Partners, Inc. Based in Philadelphia, PA, she has held roles at a variety of firms including PF Wealth Management and the CFP Board Center for Financial Planning. In addition to financial advising, she maintains an active insurance license. Ascension Legacy Partners serves individuals, high-net-worth households, nonprofit organizations, and employer plan sponsors by offering investment management, comprehensive financial planning, retirement plan consulting, and insurance solutions. The firm integrates technology-enabled estate planning and coordinates with outside specialists to provide a comprehensive approach to wealth management and retirement services.

I founded Overture Wealth Management to help pre-retirees, retirees, and small business owners make smart, tax-efficient financial decisions. My approach emphasizes clear guidance, low-cost investing, tax minimization, and disciplined portfolio management. I began my career at UBS in Pittsburgh in 2003. Early in my career, I recognized that the traditional brokerage model didn’t fully align with my vision of putting clients first. I joined Vanguard in 2004, where I spent 14 years developing expertise in retirement planning, investor education, and portfolio management. Before founding Overture, I served for six years as a Wealth Manager at a Philadelphia-based RIA, advising high-net-worth families, small business owners, physicians, and executives. I hold both the CERTIFIED FINANCIAL PLANNER® and Chartered Financial Analyst® designations and live near Philadelphia with my wife and two daughters. Outside of work, I enjoy skiing, biking along the Schuylkill River Trail, and cheering on the Steelers and Pitt Panthers. Whether you’re nearby in the greater Philadelphia area or elsewhere in the U.S., I’d be happy to arrange a complimentary introductory meeting to discuss your financial goals.

Hi, I'm Alan. I started Modern Wealth in Blue Bell, Pennsylvania, after living the moment my clients now plan for. My father ran a solo dental practice that carried our whole family, and when he got sick I stepped in to keep the doors open, then led the sale so my mother would be okay. I know firsthand how much rides on decisions made at the worst possible time, and how few advisors are built to help. So I built the opposite: an independent, fee-only firm that earns nothing but the fee you pay me. No commissions, no quotas, no hidden agenda. I'm a Penn State finance grad with more than 15 years in this work and a stack of credentials I actually use: Certified Financial Planner™ professional (CFP®), Certified Private Wealth Advisor® professional (CPWA®), Certified Value Growth Advisor® (CVGA®), Certified Exit Planning Advisor® (CEPA®), and Registered Life Planner® (RLP®). Along the way I've been named a US Top 100 Financial Advisor and a Philadelphia Five Star Wealth Manager. I hold the whole picture on one page. In plain English, I help you grow what your business is worth, plan a smart exit, and turn it into a life you actually want, not just a bigger account balance. When I'm not doing that, you'll find me on an autocross course in my Miata, running the same clean line I bring to planning: look far ahead, stay smooth, don't chase the hero lap. Otherwise I'm cheering (and suffering) for Philly sports, or home in Blue Bell with my wife Jamie, our daughter Joey, and our goldendoodle, Enzo, the reason any of this matters. Money is a tool for building a life, and the life is the point. I'd genuinely like to hear your story.

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.

Charles Weeks Jr. is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Barrister. He is the founder and president of Barrister Higher Learning, an adult education and CFP exam preparation service. Weeks also holds a long-term role at Stockton University and has been with Barrister Wealth Management since 2010. Barrister is an independent firm that offers tailored financial planning, investment advisory, insurance consulting, and retirement plan management to a diverse client base including individuals, families, charitable organizations, and businesses. The firm manages approximately $97 million in assets and employs a goal-based, behavioral finance approach with a focus on discretionary portfolio management and tax-sensitive strategies.

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.

Craig Pollen is a CPA and financial advisor with Pollen & Secouler, LLP, where he has worked for 11 years. He previously held roles at McCarthy & Company PC and Gitomer & Berenholz, PC. Pollen’s accounting background includes ongoing work as a CPA with McCarthy & Company PC. Pollen & Secouler serves individual and high-net-worth clients by referring them to licensed third-party investment advisers rather than managing assets directly. The firm evaluates clients’ financial situations to inform recommendations and coordinates annual account reviews with selected advisers.

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.

Eric Greenberg is a financial advisor at ESG Wealth Advisors in Lansdale, PA, holding a Series 65 designation with two years of industry experience. Prior to founding ESG Wealth Advisors, he worked at Precision Nutrition, Tradefull, and Life Line Screening. ESG Wealth Advisors is an independent firm that provides personalized wealth management and financial planning services to individuals, families, and companies. The firm employs a long-term investment approach that incorporates both fundamental and technical analysis and offers a range of investment types, including alternatives, while emphasizing governance and transparency through detailed risk disclosures and a written Code of Ethics.

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.

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.

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.

Frank Martinez is the sole advisor at Penn Portfolio Partners LLC, holding a Series 65 credential with one year of industry experience. His work history includes roles at EmergenceTek Group Inc., Language Service Associates, Inc., and EMS LINQ, LLC, with a background in physics and software development. Penn Portfolio Partners provides active asset management and financial planning services to individuals, high-net-worth individuals, trusts, and small businesses. The firm builds tailored portfolios using fundamental analysis and modern portfolio theory, managing accounts primarily on a discretionary basis aligned with clients’ objectives and risk tolerance.

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.