Alan Weiss is a Series 65-licensed advisor with 23 years of industry experience. He has worked at Dynamic Investment Strategies, Inc. since 2003 and has been involved with Historical Documents Co. and Blue Water Fishing Tackle Co. for multiple decades. Dynamic Investment Strategies, Inc. provides discretionary investment advisory services to individuals, trusts, estates, and business entities, focusing on mutual fund portfolios with a proprietary technical analysis approach. The firm employs short-term trading strategies, including intraday and leveraged mutual funds, and offers limited financial planning and non-investment consulting.

Michael Henzes, CFP®, MBA, EA Hi, my name is Mike. If you’re looking for someone to help you objectively answer a couple questions or guide you through the variety of financial/life events you’ll be experiencing over the next 20-40 years; you’ve come to the right place!!! My mission is to help you use your human and financial resources to live your best life NOW and in the FUTURE. Some ways we’re different from other advisors: Advice Only – Never worry about being sold something you don’t want. No upfront fees – You get billed after the work is done - not before. CFP® Professional – Rigorously trained and dedicated to your best interest. Choice – You choose the level of service that fits your needs. Low annual fee – Planning and investment management for one low fee. No minimum asset requirement – We base our relationship on the value we bring NOT the value of the accounts you bring. I'm originally from Northeast Pennsylvania (Blakely, PA) and currently live in Southeast Pennsylvania, Western Montgomery county (Pottstown, PA). I attended the University of Pittsburgh and finished my last two years at West Chester University of Pennsylvania where I earned a Bachelor of Science degree in Accounting. I went on to earn my MBA, with a concentration in Finance, from St. Joseph’s University in Philadelphia and hold a certificate of completion from the College for Financial Planning’s Elite-CFP education program. I am a CERTIFIED FINANCIAL PLANNER™ professional and an enrolled agent admitted to practice before the Internal Revenue Service. I've accrued more than 23 years of experience in the accounting and financial services industry in a number of different capacities. Most notably, I served as a Regional Director for a leading global provider of outsourced asset management where I had the opportunity to work with hundreds of advisors and see, first hand, how great firms operate and serve their clients. You can learn more about my professional background here: LinkedIn: https://www.linkedin.com/in/finplanningspecialist/ On the personal side, I've been married for over 20 years and have four children. I enjoy tinkering, working on cars, being in the outdoors and I'm a basketball enthusiast. If you’d like to talk and further explore how we might be able to help, I would encourage you to give us a call, send an email or use the scheduling app on our website. I sincerely appreciate your interest and look forward to connecting with you soon. – Michael Henzes

Timothy Slothower is a CFP®-certified financial advisor with 21 years of industry experience. He is the principal of Grace Financial Advisors LLC, an independent firm he has led since 2017, following prior roles at Harbor Financial Services and operating under his own dba. Outside of advising, he serves as CFO for Keener Kraftsmen LLC, a general contracting business focused on home renovations, and works as an independent insurance agent offering various insurance products. Grace Financial Advisors LLC provides comprehensive financial planning and investment management to individuals, small businesses, foundations, and charitable organizations. The firm’s investment approach combines fundamental analysis with active and passive strategies, emphasizing long-term growth, income, and capital preservation, and includes services such as retirement-plan advice and periodic educational workshops.

Robert Hackett is the principal of On Target Financial Planning and holds a Series 65 designation with two years of industry experience. He has worked at Weston Solutions Inc. since 2013, where he serves as CIO and Vice President, Director of Technology. His role at Weston Solutions is separate from his financial advising activities. On Target Financial Planning provides fee-only financial planning and tax-preparation services to individuals and high-net-worth clients through ongoing, limited-scope, and subscription-based engagements. The firm does not manage client assets or execute trades, instead offering portfolio guidance based on a combination of fundamental, technical, cyclical, and charting analyses, incorporating both passive and selectively active fund strategies.

Ashwini Aragam is the sole advisor at Ashram Capital LLC, holding a Series 65 credential with one year of industry experience. Prior to founding Ashram Capital, Aragam worked at Salesforce and Accenture, and was retired for five years before starting the firm. Ashram Capital LLC provides discretionary investment management mainly to individuals and families, as well as high-net-worth clients, trusts, estates, and business entities when appropriate. The firm employs a long-term, equity-focused approach centered on individual publicly traded stocks, supplemented by ETFs and cash holdings, and uses a structured suitability process with customized Investment Policy Statements.

Thomas Padilla is the principal of TP Investment Advisory Services, LLC, an independent advisory firm based in Wayne, PA. He holds Series 63 and Series 65 designations and has 24 years of experience in the financial industry. Prior to his current role, he has been associated with Wealthcare Advisory Partners, LLC since 2022 while maintaining his position at TP Investment Advisory Services since 2011. TP Investment Advisory Services provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The firm offers discretionary and non-discretionary services, including pension consulting, and conducts client assessments to propose tailored portfolios involving ETFs, mutual funds, individual securities, and periodic rebalancing.

Grant Wei is a CFA® charterholder with two years of industry experience. He is the principal advisor at Limeral Research and has previously worked at Parnassus Investments and Sanford Bernstein. Limeral Research provides discretionary portfolio management for individuals, high-net-worth clients, trusts, estates, and other business entities. The firm employs a fundamental, research-intensive approach focused on a concentrated portfolio with a multi-year investment horizon and emphasizes alignment of interests through substantial personal investment by the managing member.

Christopher Buckley is a financial advisor at Black Diamond Advisory Partners with 9 years of industry experience. He holds a Series 66 license and has previously worked at Ameriprise Financial Services, Morgan Stanley, and JP Morgan Chase. Buckley is also a licensed insurance agent. Black Diamond Advisory Partners serves individual investors, trusts, corporations, and retirement plans by providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a variety of analytical methods and asset-allocation strategies, with a focus on pension and profit-sharing plans alongside general wealth management.

Robert Smith is a CERTIFIED FINANCIAL PLANNER™ practitioner with 41 years of industry experience. He has been with Comprehensive Financial Advisers since 1998. Comprehensive Financial Advisers offers personalized financial and wealth-management planning for individuals, families, trusts, estates, family businesses, and related entities. The firm’s approach focuses on managing downside risk and combines various strategies, including relative-return, absolute-return, tactical, and alternative investments, delivered through a consultative process that incorporates client goals and coordination with other advisors.

Hi! I’m Ryan Langan, a CERTIFIED FINANCIAL PLANNER™, and the Founder of Your Path Fi, a fee-only financial planning and investment management firm. I help pre-retirees and retirees gain financial clarity, use their money to live impactful lives, and create their unique path through retirement. We are proud to be different from your typical financial advisor. ✅ Retirement Planning Focus: We don’t take a generalist approach. Retirement planning is our specialty as we focus on helping you reach retirement and make the most of your retirement. ✅ Tax Planning: Many advisors avoid tax planning. We understand the importance of tax planning as part of your overall plan, and we use our extensive tax background to incorporate tax efficiency and minimization into your plan. We also handle the preparation of your income tax returns. ✅ Transparent Fees: We love transparency, and you deserve to know what you are paying your advisor. We are proud to be fee-only, meaning we do not sell products or receive commissions. Our sole source of revenue is from the planning advice we provide you. We charge a flat annual planning fee that is not a percentage of your investment assets. ✅ Independent: We are not associated with any bank, brokerage, or insurance company. This allows us to offer true holistic financial advice without following a corporate agenda that restricts us or pressures us to provide advice only in certain areas. ✅ Proactive & Deep Relationships: You are not just an account number or investment portfolio balance. We believe true retirement planning starts with defining and understating your purpose, and we are genuinely interested in helping you define your purpose. We intend to serve a limited number of individuals/couples, allowing us to deliver a highly personal and proactive planning relationship. ✅ Virtual: We are located in the suburbs of Philadelphia, Pennsylvania, but we can work virtually with anyone in the U.S.

Brian Schreiner is a financial advisor at Alpha Rock Investments, LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including Metric Financial LLC, Integral Wealth Securities LLC, CMG Capital Management Group Inc, and Schreiner Capital Management, Inc. Alpha Rock Investments, LLC is an independent, single-advisor registered investment adviser that provides individualized asset and comprehensive portfolio management to individuals, trusts, pension, and business clients. The firm employs a diverse range of research methods and strategies, including private credit and alternative investments, and generally does not permit client-imposed security restrictions.

Brian Lureen is the president and CEO of Heritage Advisory Services, Inc. and affiliated entities, with 39 years of industry experience. He has served in leadership roles at Heritage Fincorp, Inc., Heritage Wealth Management Services, Inc., and Heritage Financial Systems, Inc. since 2007. Lureen is registered with Series 63 and Series 65 licenses and manages strategic growth and corporate initiatives across these related firms. Heritage Advisory Services manages a small book of clients including individuals, trusts, high-net-worth investors, and retirement plan participants. The firm provides non-discretionary investment supervisory services, financial planning, and manager selection, utilizing a tactical allocation strategy that combines fundamental and technical analysis applied through diversified model portfolios.

With over half a decade of experience managing $425M in assets for more than 200 households, I founded this firm with a clear vision: to provide truly personalized financial advice by understanding your unique goals and creating a clear path to achieve them. My extensive background in wealth management has taught me that successful financial planning isn't about complex products, opaque fees and cookie-cutter solutions. I believe in delivering clear, actionable advice grounded in goal-oriented financial planning - not arbitrary metrics or sales quotas. Every client deserves a strategy as unique as their aspirations.

Michael Gray is the sole advisor at Gray Investment Management LLC in West Chester, PA, holding a Series 65 designation with 17 years of industry experience. He has led Gray Investment Management since its founding in 2009. Gray Investment Management provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and other institutional clients. The firm offers access to special-situation investments for qualified investors and employs a mix of fundamental and technical analysis, hedging, and tactical strategies under its discretionary authority.

Jake Landau is a CFP® professional with 11 years of industry experience, currently operating Woolstone Wealth Management. His career includes roles at Vanguard, Charles Schwab, and Schwab Wealth Advisory, as well as a position with Men in Blazers. Woolstone Consulting LLC, founded in 2026, is an independent, fee-only registered investment adviser providing discretionary investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm integrates modern portfolio theory through a blend of passive and active strategies and offers financial planning both alongside investment management and as a standalone service.

Joseph Kirlin III is the principal of Joseph P. Kirlin III & Associates and holds the ChFC® designation and Series 63 license. He has 50 years of industry experience and has been operating his firm since 2000. Kirlin also maintains ongoing roles with Prosperity Wealth Management, LLC and Fortune Financial Services, Inc., and is involved in insurance and estate planning through Kirlin Associates Insurance. Joseph P. Kirlin III & Associates provides fee-only financial planning, investment consultation, educational workshops, and investment supervisory services to individuals, trusts, estates, and businesses. The firm emphasizes a long-term investment approach with a combination of passive and active management, diversification across multiple asset types, and a significant focus on non-securities advice such as budgeting, insurance, and estate planning.

Edward Worrell is the principal of Worrell Financial LLC, an independent financial planning firm based in West Chester, PA. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to founding Worrell Financial, he worked at GlaxoSmithKline for 17 years and operates a tax preparation firm, Edward Worrell Jr CPA, which he has managed since 1994. He also provides consulting services in pharmaceutical compliance through Worrell Capital Consulting. Worrell Financial LLC offers fee-only financial planning focused on individuals and high-net-worth clients, delivering comprehensive plans that cover retirement, estate, tax coordination, business planning, insurance, and investment analysis. The firm emphasizes investment analysis and guidance without discretionary portfolio management, generally recommending passive, index-based funds and ETFs, and does not hold client assets.

Warren Hyams is the sole advisor at Hyams Investments, Inc., an independent registered investment adviser based in Strafford, PA. He holds 32 years of industry experience and has managed his firm since 1993. Hyams Investments provides discretionary portfolio management primarily for high-net-worth individuals, pension and retirement plans, trusts, and corporate clients. The firm focuses on identifying undervalued equity securities through fundamental and technical analysis and employs active trading strategies, including margin, options, and short sales, often under discretionary authority. Its use of performance-based fee arrangements and management of substantial retirement assets through its principal’s trustee role are notable features.

Richard Byrne is the sole advisor at Divi-Vest Advisors, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has led Divi-Vest Advisors since 1991. Outside of his financial advisory role, Byrne serves as managing partner and artist's estate manager at Colorfield Partners. Divi-Vest Advisors is an independent, fee-only investment management firm serving individuals, trusts, estates, corporations, pension and profit-sharing plans, municipalities, and banks. The firm focuses on dividend-yield and dividend-growth equity analysis, primarily selecting stocks from the Dow Jones Industrial Average, the S&P 500, and similar indices.

Joshua Fennimore is the sole advisor at Benchmark Financial, an independent advisory firm located in Schwenksville, PA. He holds Series 63 and Series 65 credentials and has 19 years of industry experience, with 18 years at his own firm, Fennimore Advisory, LLC dba Benchmark Financial. Benchmark Financial serves individuals, trusts, estates, and businesses with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm customizes portfolios using mutual funds, ETFs, individual stocks and bonds, and provides ongoing reviews and communication while integrating third-party platforms for consolidated reporting and planning.