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.

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.

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.

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.

Joseph Brinker is a financial advisor with Brinker Financial, holding Series 63 and Series 65 credentials and over 37 years of industry experience. He has worked with LPL Financial since 2017 and has operated Financial Foresight, Ltd. since 1982. His professional activities also include operating an insurance agency and a tax services business. Brinker Financial provides financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers written financial plans and consultative engagements without discretionary account management, focusing on fixed or hourly fee arrangements while clients retain custody and implementation responsibility.

Eugene Kuntorovsky is a financial advisor at Isakov Planning Group Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Aflac from 2005 to 2017. Isakov Planning Group Inc. provides financial planning, wealth management, family office services, and pension consulting to individuals, families, businesses, and pension/trust clients. The firm primarily employs an ETF-based, longer-term investment approach and manages both discretionary and non-discretionary assets.

Meet Sean Lovison, the founder of Purpose Built Financial Services, LLC, your trusted advisor for achieving financial independence. Based in Moorestown, NJ, but serving clients virtually across the U.S., Sean specializes in guiding professionals with equity compensation and solo entrepreneurs. With a transparent, fee-only, flat-rate structure and a fiduciary commitment to unbiased advice, Sean prioritizes your financial well-being. His comprehensive services, including tax preparation and wealth management, are designed to organize, grow, and protect your assets, all with the goal of helping you live a more purposeful life. Take the first step toward financial freedom by contacting Sean today.

David Fleisher II is a financial advisor with Firstrust Financial Advisors in Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Equitable Advisors and AXA Advisors and has served as a trustee for Ithaca College. Since 2024, he has also been the mayor of Cherry Hill Township, NJ. Firstrust Financial Advisors provides financial planning, non-discretionary portfolio management, and pension consulting to individuals, municipalities, trusts, estates, and other entities, employing an investment approach that combines asset allocation with fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

Richard Lawrence is a CFA® charterholder with 21 years of experience in the financial industry. He has been the principal advisor at Lawrence Wealth Management since 2008. The firm provides investment management and financial planning services to individuals, families, trusts, and partnerships, offering both discretionary and non-discretionary account management. Lawrence Wealth Management emphasizes asset allocation and diversified portfolios, using a range of investment vehicles and favoring low-cost index ETFs when appropriate. The firm also offers educational seminars and workshops at no charge and provides financial planning services without a separate fee.

Gregory Davis is a financial advisor with Vertex Financial Advisors LLC, holding a Series 63 credential and over 27 years of industry experience. He previously worked at Kestra Financial Services, Inc. from 2016 to 2019 and has been with Vertex Financial Advisors since 2011. Outside of his advisory role, he serves on the investment committee for Visit Philadelphia, is a board member for the Pennsylvania Department of Transportation Public Private Partnership, and acts as treasurer for the political action committee The Green Fund and for the Friends of Derek Green mayoral campaign. Vertex Financial Advisors serves individuals, including high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, municipalities, and qualified retirement plans. The firm employs a customized, asset-allocation driven approach combining strategic portfolio construction with various analytical methods and provides institutional-style services such as qualified plan consulting and participant-level advice.

Jay Chen is a CFA® charterholder with three years of industry experience, currently serving as the sole advisor at Clovelly Wealth. He previously worked at Wellington Management Company for 19 years before joining Clovelly Management Advisors LLC in 2022. Outside of his advisory role, Chen is a board member, advisor, and angel investor. Clovelly Wealth is an investment manager that oversees pooled and institutional assets while providing portfolio management, financial planning, and tax-preparation services. The firm serves a diverse client base including retirement plans, trusts, nonprofits, and high-net-worth individuals, employing a long-term trading approach that integrates cyclical and fundamental analysis with quantitative models.

Sean Wieland is a financial advisor with Tannhauser Financial LLC, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has worked at Prudential Financial Planning Services and PRUCO Securities, LLC, and has been an independent insurance agent since 2017. Wieland is also a licensed insurance agent. Tannhauser Financial provides portfolio management and financial planning services for individuals, including high-net-worth clients. The firm uses a range of analytical methods and offers investment strategies documented in Investment Policy Statements, covering a broad investable universe that includes mutual funds, equities, fixed income, commodities, and private placements.

Patrick Clark is a financial advisor with Neshaminy Creek Advisors in Bensalem, PA, holding Series 63 and Series 65 licenses and 21 years of industry experience. He previously worked at Kestra Financial Services, Inc., and Attleboro Wealth Management. Neshaminy Creek Advisors provides investment management, financial planning, and retirement plan consulting to individuals, charitable organizations, corporations, and public entities. The firm typically uses primarily passive, low-cost portfolios with index funds and ETFs while incorporating active strategies and multiple analysis methods when appropriate, and offers ongoing retirement-plan consulting and fiduciary services to nonprofit organizations and endowments.

Stephen Peiffer is the principal advisor at SP Wealth Planning, an independent firm based in Churchville, PA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including eight years at VOYA Financial Advisors. Prior to founding SP Wealth Planning in 2022, he also worked as a caregiver for one year. Although he is a licensed insurance agent, he no longer sells insurance products or maintains affiliations with insurance companies. SP Wealth Planning is a fee-only, state-registered investment adviser serving individual clients and plan sponsors with wealth management, investment management, financial planning, and held-away account advice. The firm operates as a single-advisor practice, providing non-discretionary investment management and retirement plan consulting, and combines passive and active strategies within individualized portfolios.

Nicholas Lager is a CFP® with 10 years of industry experience, currently serving as the sole advisor at Tactical Wealth Planning LLC. His prior experience includes roles at The Vanguard Group and Personal Capital Advisors, among others. Outside of finance, he works as a 911 paramedic responding to pre-hospital medical emergencies in Bucks and Chester Counties, Pennsylvania. Tactical Wealth Planning LLC provides discretionary portfolio management and comprehensive financial planning focused on healthcare cost analysis, Medicare enrollment evaluation, and gap-year income strategies for early retirees. The firm serves high-net-worth individuals and select institutional clients, employing a blend of cyclical, fundamental, and technical investment approaches with tactical use of options and alternative products aligned to client-specific plans.

Arthur Eglington is a financial advisor with Niche Investment Advisors LLC in King of Prussia, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Almanack Investment Partners and Realta Equities, Inc. Outside of advisory work, he is involved in commercial property ownership. Niche Investment Advisors provides investment management, financial planning, and qualified retirement plan consulting to individuals, high-net-worth clients, and various institutional entities. The firm employs both fundamental and technical analysis across multiple investment strategies and offers services on discretionary and non-discretionary bases.