Lawrence Springer is a CFP® and ChFC® with 46 years of industry experience. He is currently the sole advisor at Sherpa Capital Management, having previously worked at Osaic Wealth, Inc. and Woodbury Financial Services, Inc. Outside of his advisory role, he serves as president of the UM Stewardship Foundation of Greater New Jersey and teaches as an adjunct instructor for the CFP certification program at Fairleigh Dickinson University. He is also a musician and chairs the board of a church. Sherpa Capital Management advises individuals, trusts, estates, corporations, and retirement plans, managing approximately $106 million in assets. The firm employs a passive, asset-class investment approach based on Modern Portfolio Theory, utilizing diversified, low-turnover portfolios primarily composed of no-load mutual funds, ETFs, and conservative fixed-income securities.

Frank Muscara is a financial advisor at Goshen Capital LLC with nine years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at The Vanguard Group from 2016 to 2022. Goshen Capital is a state-registered investment adviser that offers discretionary asset management and financial planning to individuals, high-net-worth clients, and some institutions. The firm emphasizes individualized investment policies, primarily employing public liquid investments and occasionally third-party managers, while maintaining ongoing monitoring and periodic reviews tied to market conditions or client circumstances.

John Garner is a CFP® and ChFC® with 19 years of industry experience. He is currently with Black Arrow Capital LLC, where he has worked since 2023. His prior experience includes roles at Heritage Wealth Management Group, Ltd and Capital One Investing, LLC. Black Arrow Capital LLC provides investment management and financial planning services to individuals, charitable organizations, and corporate plan sponsors. The firm combines modern portfolio theory with both passive and active management, offering a range of strategies that may include alternative investments and cryptocurrency exposure tailored to client preferences.

Stephen Lambert is a financial advisor with Investment Management & Planning LLC and holds a Series 66 designation. He began his financial advisory career in 2026, concurrently working with LPL Financial, and previously spent 11 years at Indeed, Inc. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily to individual and high-net-worth clients. The firm manages approximately $238.8 million in discretionary assets, employing a tailored supervision approach that includes fundamental analysis and portfolio rebalancing through an open-architecture platform and multiple LPL-sponsored advisory programs.

Peter Quigley is a financial advisor at Holos Integrated Wealth with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Renvyle Partners, LLC since 2006. Outside of his advisory role, he serves on the board of the Philadelphia Glider Council, a nonprofit organization promoting aviation. Holos Integrated Wealth provides discretionary wealth management and financial planning to individuals, trusts, estates, charitable organizations, and privately held businesses. The firm employs long-term, goals-based investment strategies using a combination of macroeconomic, fundamental, cyclical, and technical analysis to tailor portfolios according to each client’s risk profile and objectives.

Zack Bowen is a financial advisor with Bowen Asset Management LLC in West Chester, PA, holding Series 63 and Series 65 designations and 13 years of industry experience. He has been with Bowen Asset Management since 2012. Outside of his advisory role, he serves as an advisory board member and treasurer for the New Garden Township General Authority in Chester County, PA. Bowen Asset Management LLC is a small wealth management firm serving primarily high-net-worth individuals, trusts, pension plans, nonprofits, and business entities. The firm provides comprehensive services including portfolio management, financial and retirement planning, and consulting, using an agnostic investment approach that combines fundamental and technical analysis across active and passive funds, with a focus on tailored asset allocations.

Scott Snyder is a CFP®, CFA®, and holds a Series 66 license with 22 years of industry experience. He has been with N1 Advisors since 2003 and concurrently worked at M. Holdings Securities, Inc. from 2003 to 2023. N1 Advisors is a four-advisor team providing discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, and trusts. The firm manages approximately $393 million across five offices and emphasizes client-specific profiles and investment objectives, implementing portfolios primarily through mutual funds, ETFs, and fixed-income products.

Michael Flanagan is a financial advisor with Abridge Partners, LLC in Kennett Square, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Abridge Partners since 2007 and previously worked at LPL Financial Corporation from 2009 to 2021. Abridge Partners serves primarily high-net-worth individuals, their trusts, estates, and retirement accounts, as well as charitable organizations and corporate entities. The firm provides financial planning, consulting, and investment management using a core-satellite portfolio construction and often employs third-party sub-advisers and model platforms.

Brian Stephenson is a financial advisor at Holos Integrated Wealth with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Arkadios Wealth Advisors, Arkadios Capital, and Triad Advisors. Outside of investment advisory, he is involved with insurance-related activities through Delta Consulting Partners, LLC. Holos Integrated Wealth provides discretionary wealth management and financial planning to individuals, trusts, estates, charitable organizations, and privately held businesses. The firm employs a long-term, goals-based investment approach using a combination of macroeconomic, fundamental, cyclical, and technical analysis to tailor portfolios to client risk profiles and objectives.

Douglas Mc Coy Jr. is a financial advisor at Montchanin Asset Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Montchanin, he worked at Summit Rock Advisors, Deloitte, and held positions at Duke University and Furman University. Montchanin Asset Management provides separate-account investment management to a diverse client base including individuals, families, trusts, charitable organizations, and small businesses. The firm employs a proprietary, fundamental bottom-up process focused on active management of primarily U.S. large-cap equities, managing concentrated portfolios with a blend of growth and value styles under full discretionary authority.

Howard Richardson is a CFP® professional with 34 years of industry experience. He has been with Investment Management & Planning LLC since 2002 and has also been associated with LPL Financial since 1997. Outside of his advisory work, he owns two coffee-related businesses, Kaffe Karma in Greenville, DE, and Karmas Korner in Wilmington, DE. Investment Management & Planning LLC provides fee-based investment advisory and financial planning services primarily for individual and high-net-worth clients. The firm offers portfolio management using mutual funds, ETFs, equities, and fixed income, emphasizing personalized asset allocation and ongoing account supervision.

Stephen Hyde is a CERTIFIED FINANCIAL PLANNER™ professional with over 36 years of industry experience. He has been with HFM Investment Advisors, Inc. since 1993 and also has a long tenure at MML Investors Services, Inc. Outside of his advisory work, Hyde serves on the board of the Catholic Leadership Institute, where he is involved in training Catholic priests, and he is a board member at St. Marks High School. HFM Investment Advisors advises individuals, including high-net-worth clients, as well as institutional and fiduciary clients, providing discretionary investment management and comprehensive financial planning. The firm employs a fundamental security analysis and asset allocation approach focused on diversification, tax efficiency, and aligning strategies with client goals and time horizons.

Eric Pressler is a financial advisor at N1 Advisors with 25 years of industry experience. He holds a Series 65 designation and has worked at M Holdings Securities, Inc. from 2004 to 2023. Pressler has been with N1 Advisors since 2003, contributing to the firm’s team of four advisors. N1 Advisors provides discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, and trusts. The firm manages approximately $393 million across about 180 clients and operates from five offices, implementing portfolios primarily through mutual funds, ETFs, and fixed-income products on a discretionary basis.

David Matulewicz is a financial advisor at Holos Integrated Wealth with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Arkadios Wealth Advisors and Triad Advisors. He is involved with Delta Consulting Partners, LLC, a personal services company related to insurance payments. Holos Integrated Wealth provides discretionary wealth management and financial planning to individuals, trusts, estates, charitable organizations, and privately held businesses. The firm employs long-term, goals-based investment strategies using a combination of macroeconomic, fundamental, cyclical, and technical analysis to tailor portfolios to client risk profiles and objectives.

Richard Byerly is a financial advisor with Byerly Investment Management Inc. in Coatesville, PA. He holds Series 63 and Series 65 licenses and has 48 years of industry experience. Byerly has been with his current firm since 2010. Byerly Investment Management is a small independent registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management. The firm manages approximately $6 million in client assets and employs a range of investment instruments and analytical methods, including equity and fixed income securities, options, and private investments, with a focus on customized asset allocation and diversification.

Brent Bonstingl is a financial advisor at Delaware Wealth Planners with 13 years of industry experience. He holds the Series 66 and Series 65 licenses and has worked at Delaware Avenue Wealth Planners, LLC since 2013 and Penn Investment Advisors, Inc. from 2014 to 2021. In addition to his advisory role, he works as an independent insurance agent specializing in fixed products. Delaware Wealth Planners serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs various analytical approaches and utilizes a broad range of investment options, including mutual funds, private equity, and ETFs, while also providing cash-management and family-office bookkeeping services.

Patrick Rogan is a CFP® professional with 15 years of industry experience, currently serving at Black Arrow Capital LLC. His prior roles include positions at Fidelity Brokerage Services and Capital One Investment Services, as well as academic involvement at Villanova University. Black Arrow Capital LLC provides investment management and financial planning to individuals, high net-worth clients, charitable organizations, and corporate plan sponsors. The firm combines modern portfolio theory with both passive and active manager selection and offers services ranging from wealth management to retirement plan consulting.

Marc Hansen is a CFP® professional at JPL Asset Management and Planning, LLC with 27 years of industry experience. He has been with JPL since 2010. In addition to his advisory role, he is an independent insurance agent specializing in fixed products. JPL Asset Management and Planning serves individual clients, trusts, custodial accounts, and 401(k) participants by providing investment advisory and financial planning services. The firm employs traditional asset-allocation models to build diversified portfolios and manages accounts on a non-discretionary basis, emphasizing individualized portfolio management.

Christopher Bove is a financial advisor with JPL Asset Management and Planning, LLC in Newark, DE, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1996. Outside of his advisory role, he is an independent insurance agent selling fixed annuities. JPL Asset Management and Planning serves individual clients, trusts, custodial accounts, and 401(k) participants by providing investment advisory and financial planning services. The firm employs traditional asset-allocation models to build diversified portfolios and manages accounts on a non-discretionary basis, with advisors also active as insurance producers conducting those activities outside firm supervision.

Timothy Humphreys is a CFP® with 14 years of industry experience, currently advising at Delaware Wealth Planners in Wilmington, DE. His prior work includes roles at Eagleview Advisors and Delaware Avenue Wealth Planners, alongside entrepreneurial ventures such as owning and advising multiple businesses including a business consulting firm and several service companies. Delaware Wealth Planners serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs multiple analytical investment approaches and a broad range of strategies, including the use of third-party sub-advisors and alternative investment vehicles.