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.

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.

Robert Fertman is a financial advisor with Bryn Mawr Wealth Management LLC in Bryn Mawr, PA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Bryn Mawr Wealth Management since 2007. In addition to his advisory work, he provides personal and life coaching as well as Shiatsu bodywork, dedicating about 20% of his time to these activities. Bryn Mawr Wealth Management offers investment advisory and portfolio management services primarily to individual clients, as well as to pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses proprietary composite-based models and a formal investment policy statement process to tailor portfolios according to clients’ objectives, risk tolerances, and time horizons.

Michael Coen is the principal of East West Advisers with 26 years of industry experience. He held a role at Seslia Securities for 17 years before founding East West Advisers in 2016. He also operates MCC Advisory, a freelance consulting business, and is a managing member of Horizons Capital LLC, which manages a small private investment fund. East West Advisers provides discretionary portfolio management to individual and institutional clients, including educational institutions and endowments. The firm emphasizes a combined bottom-up and top-down investment approach focused on low expenses, diversified exposure, and long-term orientation, and it also sponsors a private pooled investment vehicle with performance-based fees and structured risk management features.

Lamonte Williams is the CEO and Investment Advisor Representative of Jhanti Financial, with nine years of industry experience. He has managed Jhanti Financial since 2009 and concurrently holds a part-time position with Piedmont Airlines. In addition to his financial advisory role, he is involved in Jhanti International, an export/import company registered as a Veteran Owned Small Business. Jhanti Financial provides portfolio management, investment advisory, and financial planning services to corporations, business development companies, charitable organizations, small businesses, and individuals. The firm employs a combination of fundamental and technical analysis along with sector and political analysis, managing accounts primarily on a discretionary basis while also offering education seminars and subscription-based newsletters.

Nathaniel Kangpan is the principal advisor at Kangpan & Co. with a Series 65 credential and one year of industry experience. He has previously worked at KG Beacon LLC, Kepler Group, and Kangpan Group LLC. Outside of his advisory role, Nathan occasionally provides limited business consulting and strategy services through Kangpan & Co. Kangpan & Co. is an independent advisory firm serving retail and institutional clients, typically those with at least $500,000 in investable assets. The firm uses a data-driven, analytical approach combining fundamental, quantitative, and portfolio analysis to create customized financial plans, and it publishes a public newsletter detailing its investment strategies and modeled performance.

Charles Weeks is the sole advisor at Weeks Financial Services, LLC, an independent firm based in Erdenheim, PA. He holds the CFA® designation along with Series 63 and Series 65 licenses, and has 23 years of industry experience. Weeks has led his firm since its founding in 2014. He also serves as an unpaid trustee of an external foundation. Weeks Financial Services provides portfolio management to individuals, high-net-worth families, and trusts and estates, focusing on fundamental analysis and direct stock selection. The firm customizes portfolios based on client-specific restrictions and risk tolerances, offering both discretionary and non-discretionary management through asset allocation and model portfolios.

David Tobin is the sole advisor at Tobin Investment Planning LLC, an independent firm based in Yardley, PA. He holds Series 63 and Series 66 designations and has 13 years of industry experience. Tobin has managed his own advisory practice since 2014. Tobin Investment Planning LLC provides discretionary and non-discretionary portfolio management, financial planning, and referrals to third-party money managers for individuals, trusts, partnerships, and charitable organizations. The firm primarily allocates assets to mutual funds and ETFs, applying Modern Portfolio Theory and a mix of long- and short-term strategies, and manages approximately $35 million for about 22 clients.

Keith McGowan is a financial advisor at American Advisors LLC with nine years of industry experience. He holds a Series 65 designation and has been with American Advisors LLC since 2016. In addition to his advisory role, he manages a family partnership through McGowan Enterprises. American Advisors LLC offers portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and employee benefit plans, employing a range of investment strategies including options trading and short sales within discretionary accounts.

Epifania Maphosa is a financial advisor at Krown Advisory with Series 65 credentials and one year of industry experience. Her background includes roles at Accountora LLC, Wealth and Keys LLC, Keller Williams Real Estate, and Sofidel America Corp. She also has experience in both the corporate and real estate sectors. Krown Advisory serves individuals, families, pre-retirees, retirees, business owners, and entrepreneurs by providing personalized financial planning, retirement planning, investment advisory, and portfolio management services. The firm operates as a technology-enabled, remote-first adviser with a holistic, planning-oriented approach that includes educational seminars and public education initiatives.

Brian Dougherty is a financial advisor with PLC Investment Solutions, LLC in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at several firms including Coppell Advisory Solutions LLC and Thrive Capital Management, LLC. Dougherty also serves as vice president and treasurer for multiple nonprofit organizations. PLC Investment Solutions, LLC provides discretionary and non-discretionary advisory services primarily to individuals and high-net-worth clients, often directing them to third-party professional money managers. The firm uses quantitative analysis, third-party portfolio modeling, and Monte Carlo simulations to develop risk-adjusted return profiles and probabilistic outcomes while offering fiduciary investment advice and educational webinars.

Paul Sun is the sole advisor at Sunquest Wealth Management, LLC, an independent firm based in North Wales, PA. He holds Series 63 and Series 66 designations and has 20 years of industry experience. Sun has led Sunquest Wealth Management since 2013. Sunquest Wealth Management serves individuals and a variety of entities, including pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides discretionary portfolio and investment management along with financial planning services, using fundamental analysis to create tailored portfolios that include mutual funds, ETFs, equities, debt securities, and options.

Jonathan Mcsurdy is a CFP® and ChFC® with 15 years of experience in financial advising. He is the sole advisor at Axiom Investment Solutions LLC, an independent firm based in Doylestown, PA. In addition to his advisory work, he consults on budgeting and cash flow planning at the Alpha Center for Divorce Mediation and serves on the board of the Doylestown Historical Society. Axiom Investment Solutions LLC provides fee-only investment management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes indexed mutual funds and ETFs for broad market exposure and expense control, operates primarily on a non-discretionary basis, and manages approximately $51.4 million across about 70 client accounts.

Andrew White is a financial advisor at Latham Financial LLC in Ivyland, PA, with one year of industry experience. Prior to his current role, he served for 21 years at the United States Department of Defense. He holds the Series 65 designation. Latham Financial LLC provides personalized financial planning and discretionary investment management to individuals, families, trusts, estates, churches, and businesses. The firm focuses on long-term, research-based asset allocation and tax-aware strategies, including consulting on technology-related investments such as Bitcoin-related securities.

Hans Sharma is a CFP® professional with 36 years of experience in the financial industry. He is the founder and president of Sharma Associates, Inc., an independent registered investment advisor firm he has led since 2001. Prior to establishing his firm, he held positions at Innovation Partners LLC, MerCap Securities, and Kovack Securities. Outside of his advisory work, Sharma is the founder and volunteer president of the Himalayan Hope Charitable Foundation, a public charity supporting education. Sharma Associates provides comprehensive financial planning and portfolio management primarily for individual clients, focusing on retirement planning and income solutions. The firm employs a fiduciary, CFP-based planning process with diversified, ETF-centered allocations and manages a substantial portion of assets on a non-discretionary basis.