Neil Werberig is the owner and sole advisor at Maximum Asset Strategies with 43 years of industry experience. He holds a Series 63 designation and has worked at Maximum Asset Strategies since 1987, with prior experience at Madison Avenue Securities. Outside of his advisory role, he serves as president of Tree of Life Ministries, a nonprofit organization, and volunteers in an advisory capacity on the Upper Makefield Township Pension Committee. Maximum Asset Strategies is an independent, sole-practitioner firm that provides financial planning and consulting services to individuals, high-net-worth clients, and entities such as trusts and estates. The firm refers investment assets to third-party money managers and focuses on non-discretionary advice, offering written financial plans and educational seminars rather than direct portfolio management.

Ronald Saul II is a CFP®-certified financial advisor with 16 years of industry experience, currently serving at Omaris Financial, LLC. His prior roles include positions at Vanguard and Collective Wealth Partners, LLC. He is also involved in financial education and literacy, creating content, hosting webinars, and providing one-on-one coaching through Omaris Financial. Omaris Financial, LLC provides financial planning and investment management services to individuals, high-net-worth clients, and businesses. The firm blends passive and active investment strategies, constructs individualized policies, and incorporates third-party managers in its portfolio management.

My name is Rob Stromberg. I’m a CFP® and the founder of Mountain River Financial. I provide fiduciary and fee-only advice, investment management, and financial planning to six-figure earners in their 30s and 40s. I focus on helping clients make wise and purposeful decisions with their money so they can live a rewarding life today while building wealth for a successful tomorrow. With insight gained from my time working at an institutional wealth management firm in Connecticut where I consulted with other independent advisory firms to help them build better portfolios for their clients and more efficient overall advisory practices, I got my CFP® certification and founded Mountain River Financial so that I could begin working directly with my core client market of high-income earners under 50. I’m an active member of NAPFA and the XY planning network and am a frequent contributor to publications including The Wall Street Journal, US News & World Report, The Washington Post, Investment News, CNN Business, Nerdwallet and Yahoo! Finance, among others. Above all else, I’m committed to being the best husband and dad I can be. When I’m not manning the helm at Mountain River, you’ll find me enjoying quality time with my wife Kara, son Noah, daughter Addison, and our dog Autumn. We love spending time at the shore, generally enjoying the outdoors, and hanging together with our large extended family around the mid Atlantic.

George Antonak is a financial advisor at Thrift Financial, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at ClearBridge Investments, Legg Mason Investor Services LLC, Harding Loevner Funds, and Quasar Distributors, LLC prior to joining Thrift Financial in 2021. Thrift Financial provides investment management and consulting services to individual and institutional clients, including endowments, foundations, trusts, estates, and businesses. The firm employs a combination of fundamental analysis and Modern Portfolio Theory with varied allocation strategies, and is notable for its active work with institutional clients and pension consulting for government, public, and private plans.

William McKenna is a financial advisor at McKenna & Sullivan Inc with 45 years of industry experience. He holds the ChFC® designation and Series 63 license and has been with McKenna & Sullivan since 1999. The firm provides estate and financial planning, personal money management, small business consulting, and investment management services to individuals, estates, trusts, retirement plans, and businesses. Their investment approach emphasizes non-discretionary asset management, utilizing SEI institutional model portfolios and mutual funds, with client approval required for all trades and rebalancing.

Ben Engel is a financial advisor at Modesto Capital with a Series 65 designation and two years of industry experience. He has held roles at WideQ Financial and Meged Funding Group, where he performs accounting and finance tasks alongside his advisory work. Modesto Capital serves individual investors, high-net-worth individuals, and businesses, offering discretionary asset management, comprehensive financial planning, and retirement-plan advisory services. The firm combines public seminars and workshops with pension consulting and manages a concentrated client base with a focus on strategic asset allocation and ongoing portfolio monitoring.

J Berry is the principal of Berry Advisors Group, LLC, an independent advisory firm based in Doylestown, PA. He holds a Series 63 designation and has 54 years of industry experience, including 12 years at Lincoln Financial Securities Corporation prior to founding his current firm in 2020. In addition to his advisory role, he is an insurance agent licensed to offer fixed annuities and traditional life insurance. Berry Advisors Group provides asset management services primarily through a co-advisor arrangement with a third-party manager, serving individual and high-net-worth clients. The firm does not directly manage or custody assets but assists clients in selecting investment models based on Modern Portfolio Theory, while also offering insurance products through the principal’s licensed activities.

Robert Goldberg is a CFP® professional at Blue Coast Financial Planning with two years of industry experience. Prior to founding Blue Coast, he worked for Accenture from 2011 to 2023. Blue Coast Financial Planning offers fee-only financial planning and consulting to individuals and high-net-worth clients, focusing on long-term planning with a simplified, broadly diversified investment approach. The firm emphasizes educational seminars and hourly, project-based planning engagements, with clients responsible for implementing recommendations through their chosen custodians.

John Baranauskas is a CFP® and Series 66 licensed financial advisor with 18 years of industry experience. He is the principal of Sweetgum Laboratories LLC, an independent advisory firm he has led since 2019. His prior experience includes roles at Bank of America, Merrill Lynch, Sterne Agee Financial Services, RPH Financial, and Equinox Group Distributors. He is also a licensed insurance agent. Sweetgum Laboratories LLC provides portfolio management and financial planning services to individuals, charitable organizations, and corporate clients. The firm employs a combination of cyclical, fundamental, modern-portfolio-theory, and quantitative analysis with a long-term trading orientation, managing client portfolios primarily on a non-discretionary basis.

Ken Cavalluzzo is the sole advisor at CJK Capital Management, LLC, an independent firm based in Doylestown, PA. He holds a Series 65 designation and has 21 years of experience in the financial industry. Since founding CJK Capital Management in 2014, he has focused on providing investment advisory services to a variety of clients. CJK Capital Management offers investment advisory services primarily through separately managed accounts to individuals, retirement accounts, trusts, estates, charitable organizations, family foundations, corporations, and other business entities. The firm utilizes a value-oriented, long-term investment strategy focused on after-tax capital appreciation with a moderate risk profile and also provides pension consulting and services to employee benefit plans.

Jonathan Heller is a CFP® and CFA® with 18 years of experience in financial advising. He is the principal of KEJ Financial Advisors, an independent firm based in Newtown, PA, which he has led since 2008. KEJ Financial Advisors serves middle- and upper-income individuals and families with comprehensive, fee-only financial planning, including tax preparation, retirement planning, and estate plan reviews. The firm provides tailored investment recommendations primarily using no-load mutual funds and operates on a non-discretionary basis, focusing on client authorization for transactions.

James Bloomer is a CFP® professional with seven years at Bloomer Financial Planning LLC and a prior 30-year tenure at Aon Corporation. He operates as the sole advisor at his independent firm based in Doylestown, PA. Bloomer Financial Planning LLC provides comprehensive financial planning and investment consulting to individual investors, emphasizing retirement readiness, tax efficiency, and risk analysis. The firm employs a cloud-based platform to create individualized plans, offers quarterly updates, and favors diversified portfolios combining passive and active strategies, with investment management conducted on a primarily non-discretionary basis.

You've spent the last few decades doing all the right things. You saved, sacrificed, and built a bigger nest egg than you ever imagined. But now that retirement is getting closer, or maybe it's started, you're less confident than you were before. You feel yourself struggling to get comfortable with spending your money that you've been saving all this time. You need a plan that helps you see how much you can spend sustainably in pursuit of an amazing retirement before you're too old to enjoy it at all. I can help.

Stephen Giordano is a financial advisor at Woodmont Wealth Management, LLC with 26 years of industry experience. He holds a Series 66 license and previously worked at firms including Avantax Advisory Services and Cetera Wealth Services. Outside of financial advising, he owns American Ink, a printing business that produces items such as business cards and signage. Woodmont Wealth Management provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients, employing a range of analytical methods to tailor investment strategies to client objectives. The firm is independently owned and currently in an early stage of operations.

Nathan Martin is a financial advisor with Atlantic Financial Management LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Atlantic Financial, he worked at LPL Financial and Private Advisor Group, LLC. Outside of his advisory role, Martin owns Harbour Closing Company, a mobile notary and real estate wholesaling business. Atlantic Financial Management serves individual and high-net-worth clients with discretionary investment management, wealth management, and financial planning. The firm employs a primarily long-term investment approach using low-cost mutual funds, ETFs, and other instruments, and manages client assets on a discretionary basis.

Edward Kohlhepp is the founder and CEO of Kohlhepp Investment Advisors, Ltd. He holds the ChFC® designation and Series 63 and Series 65 licenses, with 56 years of industry experience. He has been with Kohlhepp Investment Advisors since 1998 and has also worked at Cambridge Investment Research since 2004. Kohlhepp serves on the board of the Parvee Foundation. Kohlhepp Investment Advisors, Ltd. serves individual and high-net-worth clients as well as ERISA plans, providing discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm constructs individualized portfolios using fundamental and technical analysis and offers both in-house management and access to third-party money managers, with investment supervision guided by clients’ objectives, time horizons, and risk tolerances.

George Toth is a CFP® with 44 years of experience in the financial industry. He is the owner of Chestnut Investment Advisory, where he has worked since 1988, and previously spent 25 years with Triad Advisors, Inc. Outside of his advisory work, he is an author and writer. Chestnut Investment Advisory serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing portfolio management, financial planning, and project-based advisory services. The firm focuses on non-discretionary, client-approved portfolio recommendations and employs fundamental investment analysis with both long- and short-term strategies.

Paul Murray is a financial advisor at PTM Wealth Management, LLC with 25 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at Kestra Financial Services, Inc. and earlier positions within PTM Wealth Management. Outside of advising, he is also a songwriter. PTM Wealth Management serves individual and high-net-worth clients by combining comprehensive financial planning with discretionary investment management. The firm follows a long-term, fundamental analysis investment approach, utilizing diversified mutual funds, ETFs, and individual securities to meet client needs.

Robert Vile is a CFA® charterholder with 22 years of industry experience. He has been with Prime Solutions Financial Services Corp. in Horsham, PA since 2003. Prime Solutions Financial Services Corp. provides discretionary portfolio management and investment advisory services to individual and institutional clients, managing approximately $12.7 million. The firm employs a bottom-up, growth-oriented investment approach focused on U.S. large-cap companies, combining fundamental and technical analysis with low portfolio turnover and customized strategies.

Allen Meschel is a financial advisor at Meschel Wealth Management LLC with four years of industry experience. He holds a Series 65 designation and previously worked at J.P. Morgan from 2014 to 2019. In addition to his advisory role, he has been involved with Accelerated Enrollment Solution since 2019. Meschel Wealth Management LLC provides discretionary investment management and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm builds portfolios based on clients’ investment objectives and risk tolerance, utilizing mutual funds, exchange-traded funds, and third-party managers while seeking low-cost share classes.