Vivek Sharma is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He is the founder and principal of Connotia, LLC, a pharmaceutical consulting firm specializing in strategic and scientific analysis for pharmaceutical projects. He is currently affiliated with Gwynedd Wealth Partners, LLC. Gwynedd Wealth Partners provides investment advisory and financial planning services to individuals and high net worth clients through discretionary managed accounts and written financial plans. The firm’s investment approach focuses on aligning asset allocation with client risk tolerance and time horizon, employing various strategies including asset-allocation models and technical analysis.

Gary Dolbashian is a ChFC® with 13 years of experience in financial advising. He has been with Arnold Investment Group LLC since 2011. The firm provides discretionary portfolio management and financial planning to individuals, trusts, estates, and charitable organizations. Arnold Investment Group focuses on a small client base, offering tailored asset allocation and investment strategies primarily involving U.S.-domiciled stocks, mutual funds, ETFs, and fixed-income instruments.

Most financial advisors will tell you what to do with your money. I'd rather show you why—and make sure the strategy actually fits the way you live, earn, and spend. I'm Ryan Greiser, CFP® and co-founder of Opulus, a fee-only RIA based in Doylestown, PA. My co-founder Fran Walsh and I built Opulus for high-income millennials who have outgrown generic advice: the engineer with a complicated equity package, the physician juggling student loans and a growing income, the couple who finally hit their number but still feel financially exposed. These aren't people who need a lecture on compound interest. They need someone who can work through the details, cut through the noise, and tell them what actually matters. My planning work is built around four things: reducing what you pay in taxes, managing income that doesn't follow a straight line, growing wealth without taking on unnecessary risk, and structuring your finances so they support the life you're building—not the one someone else assumed you'd want. I specialize in equity compensation, tax-first planning, and investment management. If your situation has moving parts, that's where I do my best work. Opulus is a two-person firm by design. You work with me and Fran—not a rotating cast of junior advisors. We're independent, fee-only, and have no incentive to sell you anything. Every recommendation exists because it's aligned with you.

Christine Messmer is a CFP® professional with 23 years of experience in financial planning and investment advisory services. She has led her own firm, Christine Messmer, P.C., since 2003. The firm provides comprehensive financial planning and investment advisory services to individual and high-net-worth clients, as well as small business owners, focusing on cash management, retirement, tax, and estate planning. Christine Messmer, P.C. develops tailored investment policies and pursues long-term purchase strategies using third-party research and proprietary planning software. The firm primarily manages portfolios on a non-discretionary basis, providing clients with regular updates through quarterly meetings and detailed reporting via a secure client portal.

Susan Gress is a financial advisor with Bancroft Capital, LLC, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. She has worked at Bancroft Capital since 2018 and previously held positions at CM Advisory, LLC, CFG Capital Markets, LLC, Boenning & Scattergood, Inc., and Ferris, Baker Watts, LLC. Bancroft Capital provides investment advisory and retirement plan services primarily to institutional clients and high-net-worth individuals, focusing on ERISA retirement consulting, financial planning, and long-term investment strategies.

Mario Martinelli is a CERTIFIED FINANCIAL PLANNER™ practitioner with 11 years of industry experience. He is currently with VaMa Oak Wealth, LLC and has previous experience at Bank of America, Merrill, and Lincoln Financial Distributors. VaMa Oak Wealth serves individuals, trusts, retirement plans, and corporate entities with portfolio management, financial planning, and retirement consulting. The firm applies a multi-faceted investment process combining fundamental, quantitative, and technical analysis with varied asset-allocation strategies, managing portfolios that include equities, fixed income, alternatives, and options where appropriate.

Michael Natale is a ChFC® credentialed financial advisor with 40 years of industry experience. He has worked at Foundation Capital Management, Inc. since 1993 and has held roles at Securities Service Network, Inc., Securities America, Inc., and Osaic Wealth, Inc. He is also involved as a partner and independent contractor with Foundation Capital Management, LLC, where he engages in financial planning and fixed insurance sales. Foundation Capital Management serves individual investors, including many high-net-worth and accredited clients, as well as trusts, corporations, and charitable organizations. The firm offers financial planning and portfolio management using an active, model-driven investment approach across traditional and specialist sectors, delivering both discretionary and buy-and-hold strategies.

Daniel Glod is a CFP® and ChFC® with 23 years of industry experience. He is currently with Stone Fortress Wealth Strategies and has previously worked at firms including TIAA-CREF, Coventry First, LLC, and High Speed Alliance LLC. In addition to his financial advisory roles, he owns and manages an auto repair business. Stone Fortress Wealth Strategies provides fiduciary investment management and financial planning primarily to high-net-worth individuals and retirement plans, using a long-term investment approach that incorporates fundamental analysis, low-cost funds, and selective use of derivatives in customized portfolios.

William Lahr is a CFP® with 18 years of industry experience, currently serving as an advisor and managing member at Archetype Advisors, LLC in Doylestown, PA. He has held leadership roles at multiple entities, including Lahr Consulting, where he provides business development and sales strategy coaching. Archetype Advisors serves individuals—including high-net-worth and non-HNW clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial planning and discretionary investment and wealth management services, utilizing a methodology that includes forensic cash-flow analysis and algorithmic modeling to construct portfolios primarily with low-cost ETFs while accommodating concentrated or private holdings.

Christopher Torzone is a financial advisor at Christine Messmer, P.C. with a Series 65 designation and one year of industry experience. His prior work includes positions at Pennsylvania State University and local schools in the Collegeville, PA area. Christine Messmer, P.C. provides financial planning and investment advisory services to individuals, high-net-worth clients, and small business owners. The firm offers tailored investment policies and primarily manages portfolios on a non-discretionary basis, using third-party research and proprietary planning software to support client interactions and reporting.

Mark Vandenburg is a CFP®-certified financial advisor with 12 years of industry experience. He currently works at Prepared Retirement Institute LLC and previously spent 11 years at The Vanguard Group, Inc. In addition to his advisory role, he develops and provides webinars to clients through The Goddard School in Collegeville, PA. Prepared Retirement Institute LLC provides discretionary portfolio management and financial planning primarily to individual and select corporate clients. The firm uses a tailored investment approach that includes fundamental analysis, long-term strategies, and third-party technology to manage held-away retirement accounts.

Dennis Beadle is a CFP® professional with 42 years of experience in the financial services industry. He has been with Archetype Advisors, LLC and United Planners' Financial Services since 2012. Archetype Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning and discretionary investment management, using a process that includes forensic cash-flow analysis and algorithmic modeling, primarily implementing portfolios with low-cost exchange-traded funds while accommodating other holdings as needed.

Matthew Prybella is a financial advisor with Trident Advisors Inc, holding a Series 65 credential and over 18 years of industry experience. Prior to joining Trident Advisors in 2026, he worked at FNB of Newtown from 2008 to 2026. Trident Advisors is an SEC-registered investment adviser serving individual investors, high-net-worth clients, corporate clients, trusts, and non-profit organizations. The firm focuses on long-term investing through a style-allocation framework, incorporating equities, fixed income, mutual funds, ETFs, and annuities, with ongoing account reviews and client-specific investment considerations.

Kevin Blain is a financial advisor at Archetype Advisors, LLC with seven years of industry experience. He previously worked at Commonwealth Financial Network, Citizens Securities, Inc., and Connex Credit Union. He holds a Series 66 designation. Archetype Advisors is a boutique registered investment adviser managing approximately $260 million for around 275 clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and discretionary investment management, employing a process-driven approach that uses algorithmic modeling and proprietary screening tools to guide portfolio construction and ongoing monitoring.

Jason Vavra is a financial advisor at VCM Wealth with 21 years of industry experience. He holds the PFS™ and Series 66 designations and has been with Vavra Capital Management, LLC since 2007. Outside of his advisory work, he serves as a volunteer member of the Investment Committee for the Bloomsburg University Foundation. VCM Wealth advises individuals, including high-net-worth clients, as well as institutional and nonprofit entities, managing approximately $88.8 million across about 260 client relationships. The firm uses a combination of fundamental, technical, and cyclical analysis alongside systematic asset allocation, implementing portfolios through proprietary ETF models and conducting regular account reviews.

Erik Schuster is a CFP® with 11 years of industry experience, currently serving at Proper Financial, LLC since 2024. His prior experience includes roles at Thrive Financial Services, Thrive Insurance Group, Thrive Capital Management, and THE Vanguard Group. Outside of advisory work, he is involved in insurance sales through Proper Retirement, LLC and participates in raising capital for real estate investments and joint ventures. Proper Financial, LLC is a small registered investment adviser managing approximately $65 million for individual and high-net-worth clients. The firm offers wealth management, discretionary portfolio management, and financial planning, operating as a fiduciary with a focus on fundamental analysis and diversified portfolios primarily composed of low-cost mutual funds and ETFs.

Ryan Kirk is a CFA® charterholder and holds the Series 66 designation, with 17 years of experience in the financial industry. He is the principal of The Investment Lab, LLC in Fort Washington, PA, where he has worked since 2018. Kirk has prior experience with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. He also maintains a role as an Investment Advisor Representative and Portfolio Manager at NewSquare Capital, LLC. The Investment Lab, LLC develops and licenses model portfolios focused on U.S. equities, offering growth and dividend strategies built with stocks and ETFs. The firm uses a rules-based process centered on Relative Strength technical analysis combined with fundamental screening, primarily serving affiliate accounts through a unique model-licensing arrangement with another registered adviser.

Thomas Bunting III is a CPA and financial advisor with Winthrop Partners – EPA, LLC, based in Doylestown, PA. He has seven years of industry experience and has worked as a CPA since 2013. Outside of his advisory role, he operates an accounting business and manages a seasonal residential rental in Ocean City, NJ. Winthrop Partners provides investment advisory and financial planning services to a range of clients, including individuals, trusts, estates, charitable organizations, and corporate plans. The firm combines a top-down and bottom-up approach to asset allocation and portfolio management, offering strategies that vary from ultra-conservative to aggressive growth while coordinating with clients’ estate and tax professionals.

Charles Minnich IV is an investment advisor representative with Foundation Capital Management, LLC and holds Series 63 and Series 65 licenses. He has 35 years of experience in the financial industry, including roles at Securities America, Inc. and The Marshall Financial Group LLC. Minnich serves on the Board of Trustees for Ancillae Assumpta Academy and participates in the investment committee and board at LaSalle College High School. Foundation Capital Management, LLC provides fee-for-service financial planning and discretionary portfolio management to individuals, trusts, and corporations, with a significant number of high-net-worth clients. The firm utilizes an active, model-driven investment approach and manages approximately $244 million in discretionary assets.

Lonnie Coombs is a CPA and principal of Coombs Wealth Advisory, LLC with 11 years in wealth advisory and over 39 years in accounting and tax services through his own CPA firm. He leads Coombs Wealth Advisory, which he founded in 2015 in Blue Bell, PA. Coombs also owns and operates a tax and accounting firm under his name. Coombs Wealth Advisory provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm focuses on diversified, tax-sensitive portfolios using fundamental analysis and offers personalized, partner-level involvement through a small client base and affiliation with a tax and accounting firm.