Gregory Hart is a CERTIFIED FINANCIAL PLANNER™ with 10 years of industry experience. He has been the sole advisor at Haddon Wealth Management, LLC since 2015. Haddon Wealth Management, LLC is a fee-only, independent registered investment adviser serving individuals, high-net-worth clients, trusts, estates, business entities, and charitable institutions. The firm offers financial planning and discretionary investment management, incorporating tax-aware portfolio construction and a focus on charitable giving strategies.

Sustainable Financial Planning is a fee-only financial planning firm that provides affordable and straightforward financial planning and investment management for everyone. Frank founded SFP in 2020 to help people overcome their individual financial challenges, and he has worked with a wide range of clients that seek to build wealth, provide for their families, and retire with dignity. After twenty-five years working for large Wall Street banks and insurers, Frank left the corporate world and founded Sustainable Financial Planning. Using institutional financial planning and risk management skills honed throughout his career, Frank is now dedicated to helping people succeed in their financial lives and meet their life goals. He has always enjoyed helping people and working with numbers, and now he feels fortunate to do both simultaneously. Frank’s previous experience includes five years as Investment Senior Vice President at Prudential where he led the company’s enterprise stress testing program and liquidity risk management. Prior to Prudential, Frank spent twenty years at BNY Mellon in various roles including Managing Director and global leader of Asset Liability Management, Liquidity, Interest Rate Risk, Capital Planning, as well as risk management roles for Market Risk, Credit Risk, and Operational Risk. Frank earned an undergraduate degree in both Economics & Business and History from Lafayette College and an MBA from NYU’s Stern School of Business in Finance and International Business. Frank has earned the Certified Financial Planner (“CFP®“), Chartered Financial Analyst® designation (“CFA”), Chartered Financial Consultant® (“ChFC®”) designation and completed the Bank of New York Credit Training Program. He is a former member of the Board of Trustees for the Ranney School. He is an avid runner – having completed nine marathons in the last ten years. Frank and his wife Assunta live in Philadelphia and Lake Hopatcong, NJ.

Randolph Winton is the sole advisor at Lynch, Winton & Associates, LLC, an independent firm based in Swarthmore, PA. He holds Series 63 and Series 65 credentials and has 27 years of industry experience, all with his current firm since 1999. Lynch, Winton & Associates provides fee-only investment advisory services to individuals, families, and high-net-worth clients, focusing on nondiscretionary portfolio management and personalized written investment plans. The firm primarily uses no-load mutual funds, with an emphasis on actively managed funds, and clients retain final approval of all trades.

Aimee Baehr is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at TA Capital Management, LLC. She has been associated with Total Alignment Wealth Advisors since 2013. In addition to her advisory role, she owns and operates a small home-based company providing clerical and administrative services. TA Capital Management offers wealth management services including asset management and financial planning to individuals, trusts, estates, and business clients. The firm emphasizes personalized portfolio construction and regular financial plan reviews, managing assets primarily on a non-discretionary basis and maintains operational affiliation with Total Alignment Wealth Advisors to leverage shared resources and software.

Matthew Kulpa is a financial advisor at CWM, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at CWM since 2021. Prior to that, he has been involved with Main Street Investment Advisors and is a principal at Roman & Kulpa, an accounting firm where he prepares individual, corporate, and fiduciary tax returns. Kulpa also serves as Treasurer on the Board of Trustees for the Roman Catholic High School Alumni Association. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

John Fischer is a financial advisor at Magnolia Private Wealth, LLC in Philadelphia, PA, holding a Series 65 designation with 12 years of industry experience. He has been associated with Andalusian Wealth Management, LLC since 2002. Magnolia Private Wealth is a small, SEC-registered advisory firm managing approximately $225.7 million for around 159 clients. The firm offers customized financial planning, discretionary portfolio management, and employee benefit plan services, combining fundamental and technical methods to tailor portfolios to client objectives and needs.

Peter Zeuli is a CFA® charterholder with 25 years of industry experience. He has been with Philadelphia Investment Partners, LLC since 2001, where he serves as Managing Partner. Outside of his advisory role, he is the Treasurer of Hillcrest Development Corp. Philadelphia Investment Partners provides investment advisory and portfolio management services to individuals, high-net-worth clients, retirement plans, and select institutional clients, including state and municipal entities. The firm employs a top-down, macroeconomic-driven investment approach combined with quantitative and fundamental analysis for security selection.

Charles Gubler is a financial advisor at Flagship Capital Management Inc with one year of industry experience. He holds a Series 65 designation and previously worked at SEI Investment Company and in educational roles at James Madison University and Luray High School. Flagship Capital Management provides investment management and financial planning services to individuals, corporations, pension and profit-sharing plans, foundations, trusts, and endowments. The firm uses a combination of fundamental and technical analysis alongside macroeconomic assessment to create individualized equity and fixed-income allocations, managing client relationships primarily on a discretionary basis.

Kathleen Schroeder is a financial advisor with RMAS, Inc. who holds Series 63 and Series 65 licenses and has 31 years of industry experience. She has worked with J Alden Associates, Alden Capital Management, Capitol Securities Management, and has been involved with Risk Management Advisory Services, Inc. since 2001. Schroeder is also vice president of Kings Management Company, where she is involved in insurance sales and tax preparation. RMAS, Inc. provides discretionary investment supervisory services and individualized portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $81.7 million across about 98 client accounts, using fundamental analysis and a mix of long- and short-term strategies tailored to client objectives and risk tolerance.

Sally Sulcove is a CFP® and CFA® with 22 years of experience in financial advising. She has been with O’Brien Greene & Co. Inc. since 2002. O’Brien Greene & Co. Inc. serves high-net-worth individuals, families, trusts, charities, and pension and profit-sharing plans by providing discretionary portfolio management, financial planning, and occasional 401(k) consulting. The firm emphasizes long-term buy-and-hold portfolios primarily composed of individual equities selected through fundamental and technical analysis, with modest use of ETFs and a dedicated fixed-income component for income and liquidity.

Soumyadeep Sinha is a financial advisor at Friedenthal Financial, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Independence Equity, LLC before joining his current firm. Friedenthal Financial serves individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and corporations, providing portfolio management, financial planning, consulting, and retirement-plan advisory services. The firm uses strategic or tactical asset allocation based on clients’ Investment Policy Statements and manages all client assets internally with a discretionary approach.

Richard Weidner is a financial advisor at Financial Planning Services with 14 years of industry experience and has been with the firm since 1981. He holds a management role in a home repair company called Capstone Property Management, dedicating a few hours weekly to its operations. Financial Planning Services provides portfolio management and financial planning primarily to individual clients, focusing on non-discretionary investment strategies tailored to income needs, tax considerations, and risk tolerance. The firm manages approximately $48.5 million for a small client base and operates with a two-advisor team.

Dave Huting is a CFA charterholder and holds Series 63 and Series 65 licenses. He has eight years of industry experience, including 16 years at PNC Capital Markets, Inc., before joining Webster Street Investment Advisors LLC in 2018. He is based in Philadelphia, PA. Webster Street Investment Advisors provides discretionary investment management to individuals, high-net-worth clients, and pension and profit-sharing plans, overseeing about $113.7 million in client assets. The firm uses low-cost, diversified mutual funds and ETFs along with individual securities as appropriate, employing fundamental analysis and a primarily long-term approach tailored to each client’s goals and risk tolerance.

Edward Cole is a financial advisor with Cross Border Financial Planning USA LLC, holding a Series 65 designation and four years of industry experience. He has been with Cross Border Financial Planning USA LLC since 2022 and also serves as a director at Cross Border Financial Planning Ltd., a UK-regulated investment advisory firm. Cross Border Financial Planning USA LLC provides investment advisory and financial planning services to individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, estate planning support, and indirect access to digital-asset exposure. The firm integrates multiple analysis methods and uses third-party managers and platforms, maintaining a distinctive structure with coordination to its UK-regulated affiliate and a meaningful non-U.S. client base.

Frederic Wheeler is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at Friedenthal Financial, LLC. He has been with Friedenthal Financial since 2010 and also operates Wheeler Enterprises, LLC, where he works as a consultant outside of trading hours. Friedenthal Financial, a team-based firm, manages approximately $174 million in discretionary assets and serves individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides portfolio management, financial planning, and retirement-plan advisory services, employing both strategic and tactical asset allocation approaches tailored to each client’s Investment Policy Statement.

Gregory Johnson is a CFP® and CFA® with six years of industry experience, currently serving as a financial advisor at MOR Wealth Management, LLC in Philadelphia, PA. His prior roles include positions at Commonwealth Financial Network, RiversEdge Advisors, Tiedemann Advisors, and JPMorgan Securities. Outside of finance, he has experience working in the restaurant industry. MOR Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, and individual securities, managing accounts on a discretionary basis tailored to clients’ goals and risk tolerance.

Kyle Birmingham is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Quorus Inc., where he has worked since 2023. His prior experience includes roles at The Vanguard Group, The University of Chicago Booth School of Business, and Composer Technologies. He serves as a volunteer Board Member and Investment Committee Member for The Association for Frontotemporal Degeneration, a nonprofit supporting patients and caregivers affected by FTD. Quorus provides professional portfolio management primarily to registered investment advisors and wealth managers, along with select direct clients such as individuals, families, and small foundations. The firm specializes in technology-powered implementation and tax-overlay management, utilizing licensed third-party and internal models with automated rebalancing and tax-loss harvesting features.

Mark Ghazal is a financial advisor at Orion Financial Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Merrill and Morgan Stanley in various capacities. Outside of his advisory role, he holds a minority ownership interest in a family-operated travel agency. Orion Financial Advisors is a state-registered investment adviser providing discretionary wealth management to individuals, trusts, and estates. The firm primarily manages portfolios with low-cost ETFs and mutual funds, applying fundamental analysis and Modern Portfolio Theory to build diversified, goal-oriented portfolios.

Claudia Saia is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at Friedenthal Financial, LLC. She has been with the firm since 2018, with a brief period of unemployment in 2021. Friedenthal Financial serves individual and high-net-worth investors, as well as pension plans, charitable organizations, and corporations, providing portfolio management, financial planning, and retirement-plan advisory services. The firm manages all client assets internally using tailored strategic or tactical asset allocation approaches and oversees approximately $174 million in discretionary assets.

Louis Fevrin is a financial advisor at Legacy Investment Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sturdivant & Co., Inc. and Allstate Insurance Co. Outside of advisory work, he owns and operates an insurance agency, coaches CrossFit, and runs a streaming business. Legacy Investment Advisors provides discretionary portfolio management and advisory services to institutional and individual clients, including state and municipal government entities. The firm employs a long-term, global macro asset-allocation strategy using quantitative and fundamental analysis across a wide range of investment instruments.