Donald Webb Jr. is the sole advisor at Webb Financial Planning LLC in Haddon Heights, NJ, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has operated Webb Financial Planning LLC since 2003. Webb Financial Planning LLC serves individual and some high-net-worth clients, providing fee-only financial planning and portfolio management without accepting commissions. The firm focuses on fundamental analysis and longer-term strategies, offering advisory services on a fixed-fee and hourly basis with a non-discretionary approach, distinguishing itself by not charging percentage-of-assets-under-management fees.

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.

Kenneth Darby is a financial advisor at Darby Investment Services LLC with four years of industry experience and a Series 65 designation. He has a background in tax preparation, operating Darby Tax Service since 2016, and previously worked at PHI Service Company for 11 years. Darby Investment Services LLC is a fee-only financial planning firm serving individuals and families, providing advice on taxes, cash flow, retirement planning, and investment allocation. The firm offers fiduciary, non-discretionary recommendations tailored to clients’ tax situations and risk tolerance, typically focusing on no-load mutual funds, ETFs, dividend-paying large-cap stocks, and cash-equivalent instruments.

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.

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.

William March III is a financial advisor at Spring City Partners, LLC in Philadelphia, PA, with nine years of industry experience. He holds Series 65 and Series 63 designations. Prior to founding Spring City Partners in 2018, he worked at Janney Montgomery Scott LLC for three years. In addition to his advisory role, he engages in tax-preparation and bookkeeping activities outside of his investment work. Spring City Partners is an independent firm that provides discretionary investment management, written financial planning, and retirement-plan consulting to individuals, families, trusts, estates, and charitable organizations. The firm employs a long-term, value-oriented investment approach with an emphasis on fundamental analysis and proprietary alternative data sets, often using concentrated portfolios and strategies such as margin and options tailored to client risk profiles.

Daniel Vass is the principal advisor at VASS Financial Strategies in Lafayette Hill, PA, holding a Series 66 designation with 12 years of industry experience. He founded VASS Financial Strategies in 2015 and is licensed to sell life and health insurance, dedicating approximately 15% of his time to insurance sales. VASS Financial Strategies offers investment management and comprehensive financial planning services to individual households, high-net-worth clients, and retirement/pension plans. The firm uses a blend of active and passive investment techniques, manages accounts on a discretionary basis with quarterly reviews, and provides retirement plan consulting and fiduciary services to employer plan sponsors.

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.

Stephen Kovach is a financial advisor with Global Advisers, LLC in Philadelphia, PA, holding Series 63 and Series 65 designations and possessing 17 years of industry experience. He has been affiliated with Wall Street Global Advisers, LLC since 2015. Kovach serves on the Boards of Directors for The International Business Development Institute and The Boston Graduate School of Business, both nonprofit educational organizations. Global Advisers advises a diverse client base including individuals, families, trusts, charitable organizations, businesses, and plan sponsors. The firm employs Modern Portfolio Theory within a top-down analytical framework to create customized investment policies and manages portfolios using a range of instruments, while also providing financial planning and managed philanthropy services.

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.

Glen Frost is a CERTIFIED FINANCIAL PLANNER™ professional with 26 years of industry experience. He currently leads Frost Financial Advisory Group LLC and has previously worked at Morgan Stanley and Wells Fargo Advisors. Frost Financial Advisory Group LLC provides discretionary asset management and investment advice to individuals, high net worth clients, trusts, small businesses, and estates. The firm uses a portfolio management approach based on modern portfolio theory and asset allocation, with discretionary trading authority and regular account reviews to align investments with client goals and risk tolerance.

Matthew Plaugher is a financial advisor at North Manor Capital in Philadelphia, PA. He holds a Series 65 designation and has five years of industry experience, including roles at Sei and Phasex Corporation. He began his advisory role at North Manor Capital in 2026. North Manor Capital is a newly formed, state-registered investment adviser that provides discretionary investment management and comprehensive financial planning to individuals and small businesses. The firm also offers accounting and bookkeeping services alongside advisory offerings and employs a multi-tiered investment approach tailored to client goals.

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.

Joseph Defazio is a financial advisor at 10th Street Capital in Philadelphia, PA, with 12 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Northwestern Mutual for nine years before founding 10th Street Capital in 2022. He is also licensed to sell insurance products as part of his financial planning practice. 10th Street Capital provides discretionary portfolio management and financial planning to families, small business owners, and high-net-worth individuals. The firm primarily uses a passive investment approach with model portfolios based on ETFs and incorporates insurance products within its services.

Dean Spear is a financial advisor with The Benchmark Group RIA Services, LLC, holding a Series 63 designation and over 23 years of industry experience. He has been with The Benchmark Group since 1998 and has served in roles across related firms since 1997. Outside of advising, he is a partner and owner of commercial real estate ventures and is a 50% owner of Solarbridge Capital, LLC, a start-up focused on commercial solar projects. The Benchmark Group RIA Services, LLC provides comprehensive financial planning to high-net-worth individuals and owners of family-owned businesses, as well as consulting for pension and employee benefit plans. The firm’s services emphasize planning and consulting over portfolio management, working closely with clients’ legal and accounting advisers and referring plan sponsors to independent investment managers.

Joshua Duvall is a CFP®-credentialed financial advisor with 12 years of industry experience. He leads Joshua Duvall Financial Planning & Accounting, LLC, an independent firm, and has worked in digital marketing for Kennedy Health since 2016. His firm provides financial planning, investment management, tax planning, and charitable giving services to individuals, families, and small business owners. The firm emphasizes diversified portfolios using low-cost index ETFs, a non-discretionary approach to investment management, and offers tax preparation and consulting services alongside its financial advisory work.

Donald Bird is the principal of Bird Financial Group LLC, a Pennsylvania-registered independent investment advisory firm based in Philadelphia. He holds the CFP® designation and has 12 years of industry experience, including prior roles at PFM Asset Management LLC. Outside of his advisory practice, Bird is involved in coaching and speaking engagements focused on leadership, financial education, and personal growth through Bird Brand Enterprises LLC, and he produces financial planning and personal development content via Be Legendary Media Group LLC. Bird Financial Group provides financial planning and portfolio management services to individuals, families, high-net-worth clients, and business entities. The firm uses a combination of fundamental, quantitative, technical, and cyclical analysis to manage diversified portfolios tailored to clients’ objectives, risk tolerance, and time horizons.

Nisiar Smith is a financial advisor with Courtside Wealth Partners LLC in Blue Bell, PA. He holds a Series 65 designation and has two years of experience in the industry. Prior to founding Courtside Wealth Partners, Mr. Smith held roles at PNC, J.P. Morgan Securities, JPMorgan Chase Bank, and Police and Fire Federal Credit Union. He also serves as a Financial Wellbeing Coach at On The Goga, where he provides financial education programming on topics such as credit, budgeting, and mindset to corporate clients. Courtside Wealth Partners LLC offers investment management and comprehensive financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs a fee-only, discretionary portfolio management approach based on Modern Portfolio Theory, combines fundamental analysis with passive fund strategies, and integrates tax planning through an affiliated accounting firm.