Benjamin Gialloreto is a CFA charterholder and principal at BRG Financial, LLC, with three years of industry experience. His prior roles include positions at SEI Investments and Post Commercial Real Estate. BRG Financial, LLC is an independent advisory firm serving individual clients and retirement plans through discretionary asset management and ERISA plan services. The firm employs a variety of analytical methods to manage portfolios and offers specialized 3(21) advisory and 3(38) investment management roles for qualified retirement plans.

Carter Lee is a CFA® charterholder and founder of Lenape Investments, LLC, an independent advisory firm based in West Chester, PA. He has 13 years of industry experience and has led Lenape Investments since 2015. Outside of his advisory work, Lee serves as chairman of the Tatnall School Investment Committee and is a member of the Mount Cuba Center Investment Committee, both of which oversee endowment investment management. Lenape Investments provides discretionary equity portfolios primarily for high-net-worth individuals and families, managing approximately $36.4 million across 15 client relationships. The firm employs a fundamental, bottom-up investment approach focused on concentrated U.S. large-cap stocks and maintains a separate-account only policy to create bespoke portfolios.

John Lyttle III is the sole advisor at The Lyttle Company, LLC, an independent firm based in Chadds Ford, PA. He holds a Series 65 designation and has seven years of industry experience, including prior roles at Health Monitor Network and Vornado Realty Trust. The Lyttle Company provides portfolio management and retirement fund consultation to individual investors, primarily focusing on IRAs and self-directed 401(k) accounts. The firm employs a research-intensive, long-term investment approach centered on corporate fundamentals and direct security selection, typically constructing diversified portfolios of 25–30 positions while using various instruments to manage risk.

Sasha Coviello is a financial advisor with Auctus Wealth Management Inc. in Philadelphia, PA, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. Prior to founding Auctus Wealth Management in 2012, Sasha worked at Nationals Securities Corporation and Triad Advisors. Outside of advisory work, Sasha serves on the Board of Directors for the Camphill Soltane Foundation in Glenmoore, PA. Auctus Wealth Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers non-discretionary portfolio management, written financial plans, and access to third-party advisory programs, employing a research-driven approach that includes external manager analysis and a range of investment types.

Jonathan Wood is the sole advisor at Wood J D & Co with 50 years of industry experience. He has worked at J D Wood & Company since 1976. Wood J D & Company is an independent, fee-only discretionary investment manager serving a select group of high-net-worth individuals, trusts, and estates. The firm emphasizes a blend of fundamental, technical, and cyclical analysis focused on quality, value, timing, diversification, and long-term capital accumulation, with accounts reviewed daily and clients receiving quarterly investment outlooks.

Daniel Parker is a financial advisor at Cuthbert Capital Management LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill Lynch and Nest Investments BD LLC. Outside of advisory work, he operates an independent insurance agency focused on fixed insurance products. Cuthbert Capital Management LLC provides discretionary asset management primarily for high-net-worth individuals, offering customized portfolio construction and ongoing monitoring. The firm employs a client-specific investment process combining fundamental and technical analysis, serving a small, concentrated client base with a $1,000,000 account minimum.

I founded Whitford Financial Planning after working in the financial services industry for 25 years. We help people dealing with changes in life such as planning for retirement, adjusting to a job change, managing investments, or handling an inheritance. Your Retirement, Stress Free - Our comprehensive services are designed to coordinate your investments, tax strategies, retirement income needs, insurance, and estate planning goals. From day one, we work to maximize the efficiency of your financial resources, and as a fiduciary, we provide solutions that are always in your best interest. Through regular meetings and communications we keep your plan on track by adjusting to economic conditions, tax law changes, and updates to your personal situation. With Whitford as your financial partner, we help you do the little things right and avoid possible costly mistakes. Visit our website to learn more!

Jocelyn Wright is a CFP® with 24 years of industry experience and is the sole advisor at Ascension Legacy Partners, Inc. Based in Philadelphia, PA, she has held roles at a variety of firms including PF Wealth Management and the CFP Board Center for Financial Planning. In addition to financial advising, she maintains an active insurance license. Ascension Legacy Partners serves individuals, high-net-worth households, nonprofit organizations, and employer plan sponsors by offering investment management, comprehensive financial planning, retirement plan consulting, and insurance solutions. The firm integrates technology-enabled estate planning and coordinates with outside specialists to provide a comprehensive approach to wealth management and retirement services.

I founded Overture Wealth Management to help pre-retirees, retirees, and small business owners make smart, tax-efficient financial decisions. My approach emphasizes clear guidance, low-cost investing, tax minimization, and disciplined portfolio management. I began my career at UBS in Pittsburgh in 2003. Early in my career, I recognized that the traditional brokerage model didn’t fully align with my vision of putting clients first. I joined Vanguard in 2004, where I spent 14 years developing expertise in retirement planning, investor education, and portfolio management. Before founding Overture, I served for six years as a Wealth Manager at a Philadelphia-based RIA, advising high-net-worth families, small business owners, physicians, and executives. I hold both the CERTIFIED FINANCIAL PLANNER® and Chartered Financial Analyst® designations and live near Philadelphia with my wife and two daughters. Outside of work, I enjoy skiing, biking along the Schuylkill River Trail, and cheering on the Steelers and Pitt Panthers. Whether you’re nearby in the greater Philadelphia area or elsewhere in the U.S., I’d be happy to arrange a complimentary introductory meeting to discuss your financial goals.

Hi, I'm Alan. I started Modern Wealth in Blue Bell, Pennsylvania, after living the moment my clients now plan for. My father ran a solo dental practice that carried our whole family, and when he got sick I stepped in to keep the doors open, then led the sale so my mother would be okay. I know firsthand how much rides on decisions made at the worst possible time, and how few advisors are built to help. So I built the opposite: an independent, fee-only firm that earns nothing but the fee you pay me. No commissions, no quotas, no hidden agenda. I'm a Penn State finance grad with more than 15 years in this work and a stack of credentials I actually use: Certified Financial Planner™ professional (CFP®), Certified Private Wealth Advisor® professional (CPWA®), Certified Value Growth Advisor® (CVGA®), Certified Exit Planning Advisor® (CEPA®), and Registered Life Planner® (RLP®). Along the way I've been named a US Top 100 Financial Advisor and a Philadelphia Five Star Wealth Manager. I hold the whole picture on one page. In plain English, I help you grow what your business is worth, plan a smart exit, and turn it into a life you actually want, not just a bigger account balance. When I'm not doing that, you'll find me on an autocross course in my Miata, running the same clean line I bring to planning: look far ahead, stay smooth, don't chase the hero lap. Otherwise I'm cheering (and suffering) for Philly sports, or home in Blue Bell with my wife Jamie, our daughter Joey, and our goldendoodle, Enzo, the reason any of this matters. Money is a tool for building a life, and the life is the point. I'd genuinely like to hear your story.

Brendan Magee is the sole advisor at Breakthrough Investing, LLC in Newtown Square, PA, holding Series 63 and Series 65 licenses with two years of industry experience. He has been associated with Inevitable Wealth Consulting since 2001. Magee is licensed to sell life insurance and occasionally engages in commissionable insurance and fixed annuity sales. Breakthrough Investing provides investment advisory referrals, written financial planning, and educational offerings to individual and corporate clients. The firm emphasizes due diligence on third-party managers and fundamental investment analysis, offering workshops and investor briefings without discretionary management or direct custody of client assets.

David Sung is a CFA® charterholder and the principal advisor at MVO Private Wealth, LLC. He has seven years of prior industry experience, including roles at DeNovo Capital Group, Tide Capital Management, and Wealth Enhancement Group. Sung has been with MVO Private Wealth since 2026. MVO Private Wealth serves a selective clientele of high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, and closely held business entities. The firm offers discretionary portfolio management, held-away account guidance, and comprehensive financial planning, employing a bespoke, tax-aware investment approach that combines strategic asset allocation, fundamental analysis, and probabilistic planning with selective use of options and derivatives.

Oliver Kell is the sole advisor at Kell Capital, LLC in Penn Valley, PA, holding Series 63, 65, and 66 licenses with nine years of industry experience. His prior roles include positions at ICS, Inc., Merrill, and Natixis Global Asset Management. Outside of advising, he founded an education company offering an ebook and course on trading strategies. Kell Capital, LLC provides discretionary portfolio management primarily to high-net-worth individuals, managing a small number of accounts with a concentrated investment strategy. The firm combines fundamental and technical analysis and operates a pooled investment vehicle with performance-based fee arrangements for qualified clients.

Charles Weeks Jr. is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Barrister. He is the founder and president of Barrister Higher Learning, an adult education and CFP exam preparation service. Weeks also holds a long-term role at Stockton University and has been with Barrister Wealth Management since 2010. Barrister is an independent firm that offers tailored financial planning, investment advisory, insurance consulting, and retirement plan management to a diverse client base including individuals, families, charitable organizations, and businesses. The firm manages approximately $97 million in assets and employs a goal-based, behavioral finance approach with a focus on discretionary portfolio management and tax-sensitive strategies.

Glenn Surowiec is the sole advisor at GDS Investments, LLC, an independent firm based in West Chester, PA. He holds a Series 65 designation and has 24 years of industry experience, including 14 years with GDS Investments. Prior to founding the firm, he held institutional portfolio management and research roles at the principal level. GDS Investments provides discretionary portfolio management and advisory services to individuals, trusts, and estates, managing approximately $19.7 million across 40 client relationships. The firm employs a value-oriented, research-driven approach focused on business strength, management quality, conservative valuation, and event-driven catalysts, with portfolios customized to client objectives and risk tolerance.

Lawrence Hirsch is the sole advisor at Deerfront LLC in Philadelphia, PA, holding a Series 65 credential with five years of industry experience. He has operated Deerfront LLC since 2012 and has taught topics related to Judaism since 2006. Hirsch also owns RapidlyRetire, through which he delivers educational seminars and webinars on options trading strategies. Deerfront LLC provides fee-based investment advisory services to individual investors using a custom, non-discretionary approach focused on active options trading, with trades implemented only upon client approval. The firm’s methodology emphasizes options analytics and risk management, tailoring services to client objectives.

Sharon Binstok is a CFP® with 33 years of industry experience and has been with The SEB Group, Inc. since 2007, where she serves as president and sole owner. Prior to and during her time at The SEB Group, she was also affiliated with Commonwealth Financial Network from 2007 to 2021. Outside of her advisory role, she is active as a musical performer. The SEB Group is a small advisory firm serving individuals, high-net-worth families, trusts, estates, and retirement plans. The firm focuses on written financial planning and consulting, along with tax preparation and related accounting support, using fundamental analysis and asset-allocation recommendations without discretionary portfolio management.

Edward Roche is the sole advisor at Freedom Mountain Investments, an independent firm based in Paoli, PA. He holds a Series 65 designation and has 19 years of industry experience, having led Freedom Mountain Investments since 2006. Outside of his advisory role, he occasionally provides consulting services in the pharmaceutical sector. Freedom Mountain Investments offers discretionary portfolio management primarily to individual and high-net-worth clients, utilizing a research-driven, fundamentally oriented investment process. The firm maintains a small client base and employs a "Venerable Owner" strategy focusing on companies with significant long-term ownership, resulting in more concentrated portfolios suited for longer time horizons and higher risk tolerance.

Steven Engle is a CFP® professional with two years of experience, currently serving as the sole advisor at Asbury Capital in West Chester, PA. He also works as a Senior Account Executive at Skience, dedicating about half of his time to that role. His prior experience includes positions at Asset-Map, Pennsylvania Capital Management, and academic roles at Golden Gate University and Temple University. Asbury Capital is an independent, fee-only registered investment adviser that provides discretionary portfolio management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm combines passive and active strategies through asset allocation and portfolio construction, managing approximately $1.5 million in client assets across seven relationships.

My firm, CJ Perry Financial, provides the opportunity for ongoing financial advice. Our clients generally include people who are planning to retire soon or who are recently retired. We’re available to answer your questions and address your concerns. We have two primary advisory service offerings: 1) Wealth Management Services Includes Investment Management Services and Comprehensive Financial Planning. 2)Project-Based Financial Planning As a one-time engagement. Here we assess aspects of your financial life, determine goals, and provide you with a financial plan to address those goals. As part of our Wealth Management offering, Investment Management Services includes appropriate asset allocation, security selection, rebalancing, tax considerations, and ongoing maintenance. Comprehensive Financial Planning involves helping you identify your financial and life goals and developing a plan to address those goals. This may include cash flow analysis, debt management and budgeting, Social Security claiming strategies, health care planning, estate and tax management, risk management, and retirement transitioning.