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.

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.

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.

Kurt Ebner is the sole advisor at EHB Financial Resources Management, Inc. in Exton, PA. He holds the CFP®, CFA®, and Series 63 designations and has 35 years of industry experience. He has been with EHB Financial Resources Management since 1986. EHB Financial Resources Management provides portfolio management, financial planning, and accounting/tax services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm’s investment approach emphasizes asset-allocation-driven portfolio construction with a long-term buy-and-hold strategy, integrating accounting and tax services alongside asset management.

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.

Richard Gould is the sole advisor at Gould Tactical Growth LLC in Phoenixville, PA. He holds the CFA® designation and a Series 65 license, and has 22 years of industry experience. He has led Gould Tactical Growth since 2017. Gould Tactical Growth LLC provides discretionary investment management, consulting, and model/asset-allocation services to a selective client base that includes high-net-worth individuals, trusts, other advisers, and pooled investment vehicles. The firm employs a concentrated growth equity approach centered on small- and micro-cap companies using CAN SLIM screening combined with fundamental and technical analysis, and it actively manages portfolios with discretionary authority.

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.

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.

Edward Kriczky is the principal of Kriczky Wealth Management LLC, an independent advisory firm. He holds a Series 65 designation and has three years of experience in the financial industry. Prior to founding his firm, he worked in various roles including business consulting and engineering. Kriczky is also involved in business consulting through a separate firm, Kriczky Virus, LLC. Kriczky Wealth Management provides investment advisory services mainly to individuals, high-net-worth clients, charitable organizations, and small businesses, focusing on a very small client roster relative to assets under management. The firm manages discretionary portfolios using a blend of fundamental analysis, Modern Portfolio Theory, and Monte Carlo planning, incorporating a range of traditional and alternative investment vehicles when appropriate.

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.

Jeffrey Thompson is a CFP® professional with 35 years of industry experience, currently serving as the sole advisor at Stoneridge Wealth Advisors, LLC since 2006. He is also a licensed insurance producer authorized to solicit applications for annuity and life insurance contracts. Stoneridge Wealth Advisors is an independent firm that provides non-discretionary investment advice and financial planning services to individuals, trusts, charitable organizations, private foundations, and retirement plans. The firm employs a top-down, modern-portfolio approach with an emphasis on asset allocation and diversification, and also offers pension and retirement-plan consulting alongside ongoing account monitoring and reporting.

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.

Matthew Todorow is the principal advisor at Todorow Capital Partners LLC in Wayne, PA, holding the CFA® designation and Series 63 and 65 licenses, with four years of industry experience. He has been associated with Todorow Capital Partners since 2013. Todorow Capital Partners provides discretionary portfolio management primarily to high-net-worth individuals, managing approximately $16 million across a concentrated client base. The firm employs a fundamental analysis approach focused on growth equities, supplemented by fixed income, ETFs, and private placements, and uses both long-term and short-term trading techniques including short sales.

David Kring is a CFP® professional with 19 years of industry experience and has led Conestoga Wealth Management since 2011. He is also a licensed insurance agent and engages in talent and entertainment activities as well as contributing to BrightScope.com. Conestoga Wealth Management specializes in financial planning and coordinates asset management through third-party managers for individuals, high-net-worth clients, and pension/profit-sharing plans. The firm emphasizes documented Investment Policy Statements, quarterly reviews, and a long-term, modern-portfolio-theory approach without maintaining discretionary trading authority or custody of client assets.

Alan Weiss is a Series 65-licensed advisor with 23 years of industry experience. He has worked at Dynamic Investment Strategies, Inc. since 2003 and has been involved with Historical Documents Co. and Blue Water Fishing Tackle Co. for multiple decades. Dynamic Investment Strategies, Inc. provides discretionary investment advisory services to individuals, trusts, estates, and business entities, focusing on mutual fund portfolios with a proprietary technical analysis approach. The firm employs short-term trading strategies, including intraday and leveraged mutual funds, and offers limited financial planning and non-investment consulting.

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.