William Reube Jr. is a financial advisor at Poxono Capital with two years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Corbin Capital Partners and Panning Capital Management. Outside of his advisory role, he manages a personal real estate investment entity. Poxono Capital provides discretionary investment advisory services primarily to individual and high-net-worth clients, creating tailored portfolio management plans that document client goals and risk tolerance. The firm employs a diverse investment process including fundamental, quantitative, and technical analysis, and offers services such as managing a privately organized pooled investment vehicle with performance-based compensation.

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.

Tasha Shadle is a financial advisor at Crossover Capital with 22 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining Crossover Capital. Her career includes extensive experience in financial services across multiple firms. Crossover Capital is a privately owned, SEC-registered adviser managing approximately $179 million for individuals, high-net-worth clients, trusts, institutions, and retirement plans. The firm employs a combination of fundamental, technical, and charting analysis with both active and passive strategies, including options and alternative investments, and offers access to digital-asset investments through custodial arrangements.

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 with Bancroft Capital, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at CFG Capital Markets, LLC since 2017 and previously at Drexel Hamilton, LLC from 2010 to 2016. 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. The firm offers ERISA-focused retirement consulting and financial planning, emphasizing long-term strategies and portfolio diversification.

Joseph Paul is a financial advisor with Trident Advisors Inc. in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Trident Advisors since 1999 and concurrently worked at Cresap Inc. from 1999 to 2019, returning there again in 2020. Outside of his advisory role, he consults on outside investments, including real estate, and occasionally sells insurance. Trident Advisors provides discretionary and non-discretionary investment advisory services primarily to individual investors, corporate clients, trusts, and non-profit organizations. The firm focuses on asset allocation and portfolio management using a long-term investment approach that incorporates a style allocation matrix based on 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.

Griffin Haviken is a Series 65 licensed advisor with 16 years of industry experience. He is currently with Vericrest Private Wealth, LLC and has been associated with Towercrest Capital Management since 2009. Outside of his advisory role, he is a managing member of the Advest Short Duration Real Estate Fund, where he evaluates and manages real estate investments. Vericrest Private Wealth is a fee-only registered investment adviser serving individuals, trusts, pension plans, and corporate clients. The firm emphasizes asset allocation through low-cost, globally diversified portfolios primarily using exchange-traded funds, with discretionary management and ongoing account reviews.

James Smith is a financial advisor at Prime Solutions Financial Services Corp. with 23 years of industry experience. He holds a Series 63 designation and has worked at Prisol Securities, Inc. since 2001, alongside his ongoing roles at Prime Solution Financial Services Corp. and Prime Solutions Securities, Inc. since 1999. PrimeSolutions provides discretionary portfolio management and investment advisory services to individual and institutional clients. The firm focuses on bottom-up, growth-oriented strategies with concentrated U.S. large-cap equity portfolios and customized balanced allocations, serving a client base that excludes high-net-worth individuals.

Robert Lockyer is the sole advisor at Moondance Investment Advisors, LLC in Reading, PA, with eight years of industry experience. He has been with Moondance since 2017 and previously worked at Tioga-Franklin Savings Bank from 2015 to 2022. Moondance Investment Advisors provides customized investment advisory services and financial planning to individuals, high net worth clients, trusts, and estates. The firm employs a range of strategies using fundamental, technical, and cyclical analysis to manage portfolios that include equities, fixed income, mutual funds, ETFs, and alternative investments.

Nickolaus Von Dohlen is a CFP® with seven years of industry experience, currently serving as an advisor at Crossgate Wealth Advisors, LLC since 2016. He holds the Series 65 designation and works out of Newtown, PA. Crossgate Wealth Advisors is a fee-only firm providing investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm combines fundamental analysis with modern portfolio theory to create customized portfolios using mutual funds and ETFs, offering ongoing oversight, customized client restrictions, and periodic reviews.

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.

Connor Mc Nicholas is a financial advisor at Poxono Capital with a Series 65 designation and four years of industry experience. Prior to joining Poxono Capital in 2024, he worked at Dillon Capital Management and held roles in healthcare and development sectors. He also has experience working at Squires Golf Club and Temple University. Poxono Capital provides discretionary investment advisory services primarily to individual and high-net-worth clients, offering portfolio management and customized Investment Policy Statements. The firm uses a diverse investment approach that combines multiple analysis methods and strategies, and it manages a privately organized pooled investment vehicle subject to performance-based compensation.

Phillip Lorenzon is a financial advisor with Duke and Duke Wealth Management LLC, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. His career includes roles at Secure Retirement Strategies, LPL Financial, Great Valley Advisor Group, New Perspective Financial Group, The Leaders Group, and Prudential entities. Duke and Duke Wealth Management LLC provides asset management and financial planning primarily to individual clients, managing approximately $101.6 million across about 244 accounts. The firm operates on a non-discretionary basis, emphasizing long-term investment strategies with a focus on mutual funds and ETFs, and maintains custody relationships through Schwab.

Brandon Zahal is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Crossgate Wealth Advisors, LLC with two years of industry experience. His prior roles include positions at Rockwood Wealth Management, Presilium Private Wealth, and Cornerstone Capital Planning Group. Crossgate Wealth Advisors is a fee-only, SEC-registered investment adviser managing approximately $236 million in client assets for individuals, high-net-worth clients, trusts, and estates. The firm uses a fundamental analysis approach combined with Modern Portfolio Theory to build diversified portfolios, offering discretionary and non-discretionary management alongside financial planning services.

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.