Richard Lawrence is a CFA® charterholder with 21 years of experience in the financial industry. He has been the principal advisor at Lawrence Wealth Management since 2008. The firm provides investment management and financial planning services to individuals, families, trusts, and partnerships, offering both discretionary and non-discretionary account management. Lawrence Wealth Management emphasizes asset allocation and diversified portfolios, using a range of investment vehicles and favoring low-cost index ETFs when appropriate. The firm also offers educational seminars and workshops at no charge and provides financial planning services without a separate fee.

Winfield Akeley is a financial advisor at Vesta FinancialCare with 19 years of industry experience. He holds a Series 65 designation and has worked at MIT Management Group, Inc. since 1984. Vesta FinancialCare provides personalized investment management and advisory services to individuals, trusts, estates, and charitable organizations. The firm uses a fiduciary-oriented, asset-allocation approach with an emphasis on low-cost index mutual funds, diversification, and periodic rebalancing, serving both individual and institutional clients.

Gregory Davis is a financial advisor with Vertex Financial Advisors LLC, holding a Series 63 credential and over 27 years of industry experience. He previously worked at Kestra Financial Services, Inc. from 2016 to 2019 and has been with Vertex Financial Advisors since 2011. Outside of his advisory role, he serves on the investment committee for Visit Philadelphia, is a board member for the Pennsylvania Department of Transportation Public Private Partnership, and acts as treasurer for the political action committee The Green Fund and for the Friends of Derek Green mayoral campaign. Vertex Financial Advisors serves individuals, including high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, municipalities, and qualified retirement plans. The firm employs a customized, asset-allocation driven approach combining strategic portfolio construction with various analytical methods and provides institutional-style services such as qualified plan consulting and participant-level advice.

Sean Wieland is a financial advisor with Tannhauser Financial LLC, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has worked at Prudential Financial Planning Services and PRUCO Securities, LLC, and has been an independent insurance agent since 2017. Wieland is also a licensed insurance agent. Tannhauser Financial provides portfolio management and financial planning services for individuals, including high-net-worth clients. The firm uses a range of analytical methods and offers investment strategies documented in Investment Policy Statements, covering a broad investable universe that includes mutual funds, equities, fixed income, commodities, and private placements.

Patrick Clark is a financial advisor with Neshaminy Creek Advisors in Bensalem, PA, holding Series 63 and Series 65 licenses and 21 years of industry experience. He previously worked at Kestra Financial Services, Inc., and Attleboro Wealth Management. Neshaminy Creek Advisors provides investment management, financial planning, and retirement plan consulting to individuals, charitable organizations, corporations, and public entities. The firm typically uses primarily passive, low-cost portfolios with index funds and ETFs while incorporating active strategies and multiple analysis methods when appropriate, and offers ongoing retirement-plan consulting and fiduciary services to nonprofit organizations and endowments.

Stephen Peiffer is the principal advisor at SP Wealth Planning, an independent firm based in Churchville, PA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including eight years at VOYA Financial Advisors. Prior to founding SP Wealth Planning in 2022, he also worked as a caregiver for one year. Although he is a licensed insurance agent, he no longer sells insurance products or maintains affiliations with insurance companies. SP Wealth Planning is a fee-only, state-registered investment adviser serving individual clients and plan sponsors with wealth management, investment management, financial planning, and held-away account advice. The firm operates as a single-advisor practice, providing non-discretionary investment management and retirement plan consulting, and combines passive and active strategies within individualized portfolios.

Matthew Ramos is a CFP® professional with 18 years of industry experience. He currently leads Mpower Wealth Management, LLC, an independent firm he has been with since 2021. His prior experience includes roles at Forum Financial Management, MAR Financial Planning, and Cassaday & Co. Outside of financial advising, Ramos worked for Golfdom from 2016 to 2019. Mpower Wealth Management, LLC is a fee-only, state-registered investment adviser serving individuals, families, and institutions. The firm offers discretionary investment management and a variety of financial planning services, utilizing diversified, asset-allocation portfolios based on Modern Portfolio Theory and primarily implemented with low-cost mutual funds and ETFs.

Nicholas Lager is a CFP® with 10 years of industry experience, currently serving as the sole advisor at Tactical Wealth Planning LLC. His prior experience includes roles at The Vanguard Group and Personal Capital Advisors, among others. Outside of finance, he works as a 911 paramedic responding to pre-hospital medical emergencies in Bucks and Chester Counties, Pennsylvania. Tactical Wealth Planning LLC provides discretionary portfolio management and comprehensive financial planning focused on healthcare cost analysis, Medicare enrollment evaluation, and gap-year income strategies for early retirees. The firm serves high-net-worth individuals and select institutional clients, employing a blend of cyclical, fundamental, and technical investment approaches with tactical use of options and alternative products aligned to client-specific plans.

Rafik Ghazal is a financial advisor at Guardian Solutions with 13 years of industry experience. He holds the Series 66 designation and has been with Guardian Solutions LLC since 2012. In addition to his advisory role, he is involved in the independent sale of life and health insurance policies. Guardian Solutions provides portfolio management and financial planning services to individuals, small businesses, and non-profits. The firm employs a combination of fundamental and technical analysis and offers discretionary and non-discretionary management across various asset classes, including stocks, mutual funds, ETFs, options, and bonds.

Kenneth Ginsburg is a CFP® and CFA® affiliated with TrueStar Financial Partners. He has prior experience at T. Rowe Price Group and The Vanguard Group, with industry experience totaling nine years. His background also includes two years at American Axle & Manufacturing. TrueStar Financial Partners provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, employing a Modern Portfolio Theory-based investment approach with a long-term trading horizon and documented client risk tolerances.

Donald Gudhus is the sole advisor at Oracle Financial Group, an independent firm based in Philadelphia, PA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 21 years with Oracle Financial Group. In addition to his advisory role, he is involved in tax preparation, accounting, insurance, and teaching activities outside of investment management. Oracle Financial Group provides investment advisory services, retirement planning, and income tax preparation exclusively to individual clients. The firm manages assets primarily on a non-discretionary basis, tailoring portfolios to client goals and risk tolerance, with ongoing monitoring and quarterly reviews.

Robert Fertman is a financial advisor with Bryn Mawr Wealth Management LLC in Bryn Mawr, PA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Bryn Mawr Wealth Management since 2007. In addition to his advisory work, he provides personal and life coaching as well as Shiatsu bodywork, dedicating about 20% of his time to these activities. Bryn Mawr Wealth Management offers investment advisory and portfolio management services primarily to individual clients, as well as to pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses proprietary composite-based models and a formal investment policy statement process to tailor portfolios according to clients’ objectives, risk tolerances, and time horizons.

Shawn Mcgill is a financial advisor with Rittenhouse Wealth Management, LLC in Philadelphia, PA, holding Series 63 and Series 65 licenses and having eight years of industry experience. He previously worked at Wilmington Trust for 13 years before founding his current firm. Mcgill serves as Treasurer and Chair of the Investment Committee for the Union Benevolent Association, a charitable foundation in Philadelphia. Rittenhouse Wealth Management provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes a goal-driven, fiduciary approach, combining qualitative and quantitative analysis to manage discretionary portfolios and oversees third-party advisers as part of its investment process.

Robert Wilson is the sole advisor at Wilson Insight in Philadelphia, holding Series 63 and Series 65 designations with 12 years at Wilson Insight and a total of 8 years in the industry. He previously worked at Blazer Investment Advisors, LLC for three years. Outside of his advisory work, he is involved with ROBWILSONTV LLC, focusing on media, public speaking, and coaching unrelated to investments. Wilson Insight provides investment management, financial planning, and wealth management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs an asset allocation approach informed by fundamental, technical, charting, and economic analysis, offering portfolios that include mutual funds, ETFs, equities, fixed income, REITs, and options, and may engage third-party investment managers when appropriate.

Joseph Falcone is a financial advisor at Falcon Royal Investment Management in Philadelphia, PA, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked concurrently in the hospitality industry, including roles at Le Meridian and Westin Hotel. Falcone has also worked temporarily in hotels across different states and internationally. Falcon Royal Investment Management provides portfolio management services to individual and high-net-worth clients, managing approximately $3.13 million across nine relationships. The firm employs a long-term, non-discretionary investment approach based on modern portfolio theory, focusing on asset allocation and risk management with quarterly reviews.

Michael Ayella Silver is the sole advisor at Michael Leslie Investments LLC, holding a Series 65 license with one year of industry experience. He previously worked at Vanguard and Varsity Tutors and currently serves as a paralegal contractor at Langsam Stevens Silver & Hollaender LLP. Michael Leslie Investments LLC provides discretionary asset management and ongoing financial planning primarily to individual and high-net-worth clients, using a combination of fundamental, technical, and charting analysis with a range of trading strategies. The firm delivers financial planning services mainly through virtual meetings and email.

Lamonte Williams is the CEO and Investment Advisor Representative of Jhanti Financial, with nine years of industry experience. He has managed Jhanti Financial since 2009 and concurrently holds a part-time position with Piedmont Airlines. In addition to his financial advisory role, he is involved in Jhanti International, an export/import company registered as a Veteran Owned Small Business. Jhanti Financial provides portfolio management, investment advisory, and financial planning services to corporations, business development companies, charitable organizations, small businesses, and individuals. The firm employs a combination of fundamental and technical analysis along with sector and political analysis, managing accounts primarily on a discretionary basis while also offering education seminars and subscription-based newsletters.

Nathaniel Kangpan is the principal advisor at Kangpan & Co. with a Series 65 credential and one year of industry experience. He has previously worked at KG Beacon LLC, Kepler Group, and Kangpan Group LLC. Outside of his advisory role, Nathan occasionally provides limited business consulting and strategy services through Kangpan & Co. Kangpan & Co. is an independent advisory firm serving retail and institutional clients, typically those with at least $500,000 in investable assets. The firm uses a data-driven, analytical approach combining fundamental, quantitative, and portfolio analysis to create customized financial plans, and it publishes a public newsletter detailing its investment strategies and modeled performance.

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.

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.