Michael Galantino is the managing member of Philadelphia Partners Capital Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Boenning & Scattergood Inc and Chapin Davis, Inc. Galantino is also involved in insurance sales through Chapin Davis Insurance, Inc., focusing on variable and fixed insurance products. Philadelphia Partners Capital Management provides discretionary investment management to individuals, pension plans, trusts, charitable organizations, and institutions. The firm emphasizes fundamental analysis with a focus on large-cap growth equities while incorporating small- and mid-cap selections, mutual funds, and ETFs, managing accounts under discretionary authority.

Aimee Baehr is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at TA Capital Management, LLC. She has been associated with Total Alignment Wealth Advisors since 2013. In addition to her advisory role, she owns and operates a small home-based company providing clerical and administrative services. TA Capital Management offers wealth management services including asset management and financial planning to individuals, trusts, estates, and business clients. The firm emphasizes personalized portfolio construction and regular financial plan reviews, managing assets primarily on a non-discretionary basis and maintains operational affiliation with Total Alignment Wealth Advisors to leverage shared resources and software.

Matthew Kulpa is a financial advisor at CWM, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at CWM since 2021. Prior to that, he has been involved with Main Street Investment Advisors and is a principal at Roman & Kulpa, an accounting firm where he prepares individual, corporate, and fiduciary tax returns. Kulpa also serves as Treasurer on the Board of Trustees for the Roman Catholic High School Alumni Association. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

John Fischer is a financial advisor at Magnolia Private Wealth, LLC in Philadelphia, PA, holding a Series 65 designation with 12 years of industry experience. He has been associated with Andalusian Wealth Management, LLC since 2002. Magnolia Private Wealth is a small, SEC-registered advisory firm managing approximately $225.7 million for around 159 clients. The firm offers customized financial planning, discretionary portfolio management, and employee benefit plan services, combining fundamental and technical methods to tailor portfolios to client objectives and needs.

Howard Trauger is a financial advisor with Philadelphia Partners Capital Management, LLC, where he has worked since 2026. He holds 33 years of industry experience, including nine years at Carnegie Investment Counsel. Philadelphia Partners Capital Management provides discretionary investment management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm’s investment approach focuses on fundamental analysis with an emphasis on large-cap growth equities and incorporates the use of mutual funds, ETFs, and tax considerations in portfolio construction.

Michael Parise is a financial advisor at Copper Beech Financial Group, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at firms including American Portfolios and Family Office Partners, Inc. In addition to his advisory role, Parise is a licensed life and health insurance agent and a practicing attorney who has provided legal services related to estate document drafting. Copper Beech Financial Group offers discretionary portfolio management, financial planning, family office services, and financial audits for individuals, pension plans, insurance companies, and business entities. The firm customizes investment programs to client goals, uses third-party research and model strategies, and has a variety of non-investment affiliations including an insurance agency, broker-dealer registered representatives, and legal services.

Peter Zeuli is a CFA® charterholder with 25 years of industry experience. He has been with Philadelphia Investment Partners, LLC since 2001, where he serves as Managing Partner. Outside of his advisory role, he is the Treasurer of Hillcrest Development Corp. Philadelphia Investment Partners provides investment advisory and portfolio management services to individuals, high-net-worth clients, retirement plans, and select institutional clients, including state and municipal entities. The firm employs a top-down, macroeconomic-driven investment approach combined with quantitative and fundamental analysis for security selection.

Kathleen Schroeder is a financial advisor with RMAS, Inc. who holds Series 63 and Series 65 licenses and has 31 years of industry experience. She has worked with J Alden Associates, Alden Capital Management, Capitol Securities Management, and has been involved with Risk Management Advisory Services, Inc. since 2001. Schroeder is also vice president of Kings Management Company, where she is involved in insurance sales and tax preparation. RMAS, Inc. provides discretionary investment supervisory services and individualized portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $81.7 million across about 98 client accounts, using fundamental analysis and a mix of long- and short-term strategies tailored to client objectives and risk tolerance.

Tylor Love is a financial advisor at Family Wealth Partners LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. Family Wealth Partners, founded in 2019, provides discretionary wealth management services to individuals, trusts, estates, and small businesses, managing approximately $131 million in client assets. The firm utilizes proprietary model portfolios and independent managers, applying both fundamental and technical analysis in its investment approach.

John Parise is a financial advisor at Copper Beech Financial Group, LLC in Moorestown, NJ, with 40 years of industry experience. He holds a Series 63 designation and has previously worked at American Portfolios Financial Services, Inc., Family Office Partners, Inc., and OSAIC. Outside of his advisory role, he manages a commercial real estate company and is involved in fixed life insurance businesses. Copper Beech Financial Group provides discretionary portfolio management, financial planning, family office services, and financial audits for individuals, pension plans, insurance companies, and businesses. The firm customizes investment programs based on client goals and uses quantitative optimization and third-party research, offering a range of investment vehicles and integrated family office and legal services.

Soumyadeep Sinha is a financial advisor at Friedenthal Financial, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Independence Equity, LLC before joining his current firm. Friedenthal Financial serves individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and corporations, providing portfolio management, financial planning, consulting, and retirement-plan advisory services. The firm uses strategic or tactical asset allocation based on clients’ Investment Policy Statements and manages all client assets internally with a discretionary approach.

Richard Weidner is a financial advisor at Financial Planning Services with 14 years of industry experience and has been with the firm since 1981. He holds a management role in a home repair company called Capstone Property Management, dedicating a few hours weekly to its operations. Financial Planning Services provides portfolio management and financial planning primarily to individual clients, focusing on non-discretionary investment strategies tailored to income needs, tax considerations, and risk tolerance. The firm manages approximately $48.5 million for a small client base and operates with a two-advisor team.

Dave Huting is a CFA charterholder and holds Series 63 and Series 65 licenses. He has eight years of industry experience, including 16 years at PNC Capital Markets, Inc., before joining Webster Street Investment Advisors LLC in 2018. He is based in Philadelphia, PA. Webster Street Investment Advisors provides discretionary investment management to individuals, high-net-worth clients, and pension and profit-sharing plans, overseeing about $113.7 million in client assets. The firm uses low-cost, diversified mutual funds and ETFs along with individual securities as appropriate, employing fundamental analysis and a primarily long-term approach tailored to each client’s goals and risk tolerance.

Edward Cole is a financial advisor with Cross Border Financial Planning USA LLC, holding a Series 65 designation and four years of industry experience. He has been with Cross Border Financial Planning USA LLC since 2022 and also serves as a director at Cross Border Financial Planning Ltd., a UK-regulated investment advisory firm. Cross Border Financial Planning USA LLC provides investment advisory and financial planning services to individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, estate planning support, and indirect access to digital-asset exposure. The firm integrates multiple analysis methods and uses third-party managers and platforms, maintaining a distinctive structure with coordination to its UK-regulated affiliate and a meaningful non-U.S. client base.

Mark Finelli is a financial advisor at Family Wealth Partners LLC with 25 years of experience. He holds a Series 66 designation and has worked at institutions including Bank of America and Merrill. Outside of financial services, he is the owner of Laura Sportfishing, a charter fishing business, and volunteers as a coach in Medford, NJ. Family Wealth Partners provides discretionary wealth management to individuals, trusts, estates, and small businesses, managing approximately $131 million across about 222 client relationships. The firm employs proprietary model portfolios alongside independent managers, utilizing both fundamental and technical analysis in its investment approach.

Frederic Wheeler is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at Friedenthal Financial, LLC. He has been with Friedenthal Financial since 2010 and also operates Wheeler Enterprises, LLC, where he works as a consultant outside of trading hours. Friedenthal Financial, a team-based firm, manages approximately $174 million in discretionary assets and serves individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides portfolio management, financial planning, and retirement-plan advisory services, employing both strategic and tactical asset allocation approaches tailored to each client’s Investment Policy Statement.

Cody Baldwin is a financial advisor at Copper Beech Financial Group, LLC with a Series 66 designation and two years of industry experience. He has worked at Osaic Wealth, Inc. and American Portfolios Financial Services, Inc. Outside of financial advising, Baldwin serves as an ice hockey official with Atlantic District Officials. Copper Beech Financial Group provides discretionary portfolio management, financial planning, and family office services to individuals, pension and profit-sharing plans, insurance companies, and business entities. The firm uses tailored portfolios based on documented client objectives and risk tolerance, implementing strategies through in-house management and third-party sub-advisers.

Gregory Johnson is a CFP® and CFA® with six years of industry experience, currently serving as a financial advisor at MOR Wealth Management, LLC in Philadelphia, PA. His prior roles include positions at Commonwealth Financial Network, RiversEdge Advisors, Tiedemann Advisors, and JPMorgan Securities. Outside of finance, he has experience working in the restaurant industry. MOR Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, and individual securities, managing accounts on a discretionary basis tailored to clients’ goals and risk tolerance.

Mark Ghazal is a financial advisor at Orion Financial Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Merrill and Morgan Stanley in various capacities. Outside of his advisory role, he holds a minority ownership interest in a family-operated travel agency. Orion Financial Advisors is a state-registered investment adviser providing discretionary wealth management to individuals, trusts, and estates. The firm primarily manages portfolios with low-cost ETFs and mutual funds, applying fundamental analysis and Modern Portfolio Theory to build diversified, goal-oriented portfolios.

Linda Massey is a financial advisor with Massey Morgan Wealth Management, LLC, holding a Series 65 designation and four years of industry experience. She is also the owner of Massey Morgan Financial Solutions, LLC, an insurance sales and services business in Medford, NJ, where she spends approximately half of her professional time. Massey has been affiliated with Massey Morgan Wealth Management since 2012 and TZM Management, LLC since 2011. Massey Morgan Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing financial planning and advisory services focused on financial objectives, cash-flow management, tax, retirement, and education planning. The firm acts primarily as an advisor and facilitator, referring clients to third-party money managers rather than managing portfolios in-house.