Neal Keitz is the sole advisor at Keitz Investment Management Ltd. in Jenkintown, PA, with 31 years of industry experience. The firm has a background in accounting, reflecting Keitz’s prior ownership of an accounting practice and experience as a Certified Public Accountant. Keitz Investment Management Ltd. provides discretionary investment management and standalone advisory services to individual investors, trusts, non-profits, and corporate clients. The firm follows a value-investing philosophy through its internally developed K.I.M. System, focusing on long-term equity ownership, active security selection, diversification, and tax-aware portfolio management.

Ryan Kelly is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Duke and Duke Wealth Management LLC since 2025 and previously held positions at FutureFWD Advisors, Thrive Financial Services, Boenning & Scattergood, and Thrive Wealth Management. Duke and Duke Wealth Management LLC provides asset management and written financial planning primarily to individual clients, managing about $101.6 million across approximately 244 accounts. The firm offers non-discretionary management with a focus on long-term investments and due diligence of third-party managers, typically recommending mutual funds and ETFs.

Rick Vala is a CFP® professional with nine years of industry experience. He is currently with VaMa Oak Wealth, LLC, where he has worked since 2023. Prior to joining VaMa Oak Wealth, he held roles at Bank of America, N.A. and Merrill. VaMa Oak Wealth serves individuals, trusts, retirement plans, and corporate entities, offering portfolio management, financial planning, and consulting services. The firm uses a multi-faceted investment approach that includes fundamental, quantitative, and technical analysis, with portfolios monitored and rebalanced regularly across various asset classes.

Cauldon Quinn is a financial advisor at Bancroft Capital, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at CFG Capital Markets, LLC since 2017. Bancroft Capital provides investment advisory and retirement plan services primarily to institutional and plan clients, including pension and profit-sharing plans, banks, corporations, and high-net-worth individuals, with a focus on ERISA retirement consulting and financial planning for individuals, trusts, and charitable organizations. The firm emphasizes long-term investment strategies, portfolio diversification, and offers both discretionary and non-discretionary management under various ERISA arrangements.

Joseph Paul is a financial advisor at Trident Advisors Inc with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cresap Inc. and Trident Advisors since 1999. Outside of his advisory role, he consults on outside investments, including real estate, and occasionally conducts insurance sales. Trident Advisors is an SEC-registered investment adviser serving individual investors, including high-net-worth clients, as well as corporate clients, trusts, and non-profit organizations. The firm provides discretionary and non-discretionary portfolio management with a focus on long-term investing using a style-allocation framework that considers risk tolerance, income needs, and time horizon.

Austin Benoff is a financial advisor at Prosperity Advisers, LLC with three years of industry experience. He holds the Series 65 designation and previously worked full-time in education for seven years. Prosperity Advisers, LLC is a fee-only registered investment adviser managing approximately $376 million in discretionary assets for individuals, pension plans, trusts, and other entities. The firm offers tailored portfolio management using fundamental, technical, and cyclical analysis, and provides a range of services including financial planning, annuity management, and ERISA plan consulting.

Rebecca Drexler Bleivik is a financial advisor at Cooper Eagle, LLC with one year of industry experience. She holds a Series 65 designation and has worked at Cooper Eagle since 2022. Prior to her advisory role, she was involved with Delaware Valley Christian Camp for five years. Cooper Eagle provides discretionary and non-discretionary portfolio management and comprehensive wealth management to individuals, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes a long-term investment approach using low-cost, diversified mutual funds and ETFs, with customized portfolio management aligned to client-specific objectives and risk tolerances.

James Smith is a financial advisor at Prime Solutions Financial Services Corp. with 24 years of industry experience. He holds the Series 63 designation and has worked at Prisol Securities, Inc. since 2001, alongside his longstanding tenure at Prime Solution Financial Services Corp. since 1999. Prime Solutions provides investment advisory services primarily to individual, non–high-net-worth clients, using a bottom-up, growth-oriented equity approach combined with fixed income and customized balanced strategies. The firm also offers institutional consulting, including asset allocation studies and forensic accounting support.

David Du Charme is a financial advisor with DuCharme Wealth Advisors, LLC in Jenkintown, PA, holding Series 66 and Series 63 licenses and having nine years of industry experience. His prior roles include positions at ID Washington Wealth Management, American Wealth Strategy Group, Minnesota Life Insurance Company, Securian Financial Services, Santander Securities, and Santander Bank. Outside of his advisory work, he serves as Treasurer and Board Member of the Milton Hershey School Alumni Association, assisting with budgeting and financial forecasting. DuCharme Wealth Advisors serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and small businesses with comprehensive portfolio management, financial planning, and retirement-plan consulting. The firm’s investment management is primarily discretionary, focusing on strategic asset allocation and tax-aware portfolios, and also offers insurance and annuity solutions through licensed representatives.

Richard Borowy is a Series 65-licensed financial advisor with Alvin Clay Financial Advisors, LLC, based in Jenkintown, PA. He has over three decades of industry experience, including 32 years at Pitcairn Trust Company and work as an independent consultant prior to joining Alvin Clay Financial Advisors. Alvin Clay Financial Advisors serves individuals, pension and profit-sharing plans, charitable organizations, corporations, and private education institutions. The firm provides discretionary portfolio management and consulting services using a goal-based, tailored approach and manages assets primarily through model portfolios and managed account programs in partnership with SEI Investment Management.

Michael Keitz is the principal of Keitz Investment Management Ltd. in Ambler, PA, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has managed his independent firm since 1994. Keitz Investment Management Ltd. offers discretionary investment management and standalone advisory services to individual investors, trusts, non-profits, and corporate clients. The firm employs a value-investing approach centered on long-term equity ownership, active security selection, diversification, and tax-aware strategies, serving both high-net-worth and non-HNW clients.

Robert Costello is a financial advisor at Costello Asset Management, Inc. in Huntingdon Valley, PA, holding Series 63 and Series 65 credentials with 26 years of industry experience. He has been with Costello Asset Management since 1999. Costello Asset Management provides investment advisory services to individuals, non-profits, trusts, estates, and other business entities, offering asset management along with retirement, tax, and estate planning on a fee-only basis. The firm emphasizes asset allocation tailored to client risk tolerance through globally diversified portfolios and employs discretionary management with regular client reviews and reporting.

Geoffrey Deasey is a financial advisor at Dillon Capital Management with 14 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Columbus Macro and Ironview Capital Management, where he continues to receive compensation for legacy accounts opened before 2017. Dillon Capital Management provides investment management and consulting services to individual and institutional clients, including retirement plans and insurance companies. The firm employs a long-term, risk-conscious investment process that integrates quantitative screening and fundamental research, emphasizing customized investment policy guidelines and continuous portfolio monitoring.

Phillip Lorenzon is a financial advisor at Duke and Duke Wealth Management LLC in Doylestown, PA, holding Series 65 and Series 63 licenses with 11 years of industry experience. His prior roles include positions at Secure Retirement Strategies, LPL Financial, Great Valley Advisor Group, New Perspective Financial Group, The Leaders Group, and Prudential-related firms. Duke and Duke Wealth Management primarily serves individual clients, managing approximately $101.6 million across 244 accounts with a focus on non-discretionary asset management. The firm emphasizes long-term investments and due diligence of third-party managers, typically recommending mutual funds and ETFs while providing written financial planning and consulting services.

Karen Vavra is an advisor at VCM Wealth with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at BNY Mellon and State Street Corporation. Outside of her advisory role, Ms. Vavra is an independent licensed insurance agent specializing in accident and health life insurance and fixed annuities. VCM Wealth provides advisory services primarily to individual and high-net-worth clients, as well as a variety of institutional clients. The firm uses a systematic, discipline-driven investment process focused on ETF-based portfolio construction and offers both discretionary and non-discretionary portfolio management along with financial planning and retirement guidance.

Andrew Stephens is a financial advisor at Proper Financial, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities LLC, J.P. Morgan Chase Bank, AXA Advisors, LLC, and multiple entities within the Thrive group. Proper Financial, LLC is a registered investment adviser managing approximately $65 million for around 122 individual and high-net-worth clients. The firm provides wealth management, discretionary portfolio management, and standalone financial planning, using fundamental analysis to build primarily long-term, diversified portfolios with low-cost mutual funds and ETFs.

Hildy Richelson is a financial advisor at Scarsdale Investment Group, Ltd., holding a Series 65 designation with 33 years of industry experience. She has been with Scarsdale Investment Group since 1987. Scarsdale Investment Group provides fee-only, non-discretionary investment advice and stand-alone financial planning primarily focused on fixed-income securities and brokered certificates of deposit. The firm emphasizes long-term purchases, bond ladder construction, and requires client approval for each trade.

Bradley Garges is a CFP® and Series 66 license holder affiliated with Prepared Retirement Institute LLC. He has three years of industry experience, including prior roles at Cetera and Musselman Financial Solution. He is a member of the Philadelphia Estate Planning Council. Prepared Retirement Institute LLC serves individual and corporate clients by offering discretionary portfolio management and financial planning, managing approximately $307 million in assets. The firm uses tailored model portfolios, fundamental analysis, and a held-away management platform to oversee defined contribution and other externally held accounts.

Tarif Carson, CFP®, serves as the Director of Portfolio Strategy & Wealth Planner at 2nd Story Wealth Planners, LLC, where he blends nearly 20 years of portfolio management expertise with his passion for cultivating meaningful client relationships. He designs and oversees the investment portfolio models that guide clients toward their financial goals, while also working directly with clients to deliver personalized financial strategies that align with their values, aspirations, and long-term legacies. Throughout his career, Tarif has partnered with many clients—from high-net-worth individuals managing significant portfolios to underserved communities striving toward financial independence. His professional journey includes roles as a Senior Lead Planner at Facet Wealth, where he helped clients achieve major life goals such as early retirement, homeownership, and world travel, and as a Senior Financial Advisor at Vanguard, managing over $500 million in assets while collaborating with clients and their tax professionals to ensure tax-efficient decisions. Tarif’s approach to planning evolves as life changes, ensuring clients' financial plans remain flexible and forward-looking. In addition to his technical expertise, Tarif believes strongly in the power of personal growth and financial legacy. His guiding philosophy: "Your beliefs become your thoughts, your thoughts become your words, your words become your actions, your actions become your habits, your habits become your values, your values become your destiny," serves as the foundation for how he advises clients on building lasting legacies for their families. Outside of his professional role, Tarif is focused on planting the seeds of a meaningful legacy for his family and helping his clients do the same—building not just wealth, but values that endure across generations. His commitment to mentorship extends this philosophy, as he is dedicated to guiding and developing aspiring financial planners. Through mentorship, Tarif ensures that the next generation of financial professionals upholds the same standards of integrity, service, and the pursuit of financial empowerment. Tarif earned a Bachelor of Science in Finance from the first HBCU Cheyney University and holds the CERTIFIED FINANCIAL PLANNER™ designation. He is also a member of the Financial Planning Association, Association for African American Financial Advisors and a VITA Volunteer who helps income tax payers accurately prepare and file taxes

Kathleen Baltra is a financial advisor at Bancroft Capital, LLC with 19 years of industry experience. She holds the Series 66 designation and has worked at Bancroft Capital since 2018. Her prior experience includes roles at CM Advisory, LLC and CFG Capital Markets, LLC. Bancroft Capital provides investment advisory and retirement plan services mainly to institutional and plan clients such as pension and profit-sharing plans, banks, corporations, and high-net-worth individuals. The firm focuses on ERISA-related retirement consulting and financial planning, emphasizing long-term strategies and portfolio diversification.