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, PA, holding Series 63 and Series 65 licenses with seven years of industry experience. He has led Wilson Insight since 2014. Outside of his advisory role, he is involved with ROBWILSONTV LLC, a media, public speaking, and coaching venture unrelated to investment activities. Wilson Insight is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management across traditional and alternative asset classes, utilizing asset allocation informed by fundamental, technical, charting, and economic analysis, and may engage third-party investment managers as 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.

Scott Champion is a financial advisor at Champion Financial & Tax Services, LLC in Sewell, NJ, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Linsco Private Ledger since 2006 while operating his own firm since 2001. His practice includes both investment advisory and tax preparation services, with licensure as an insurance agent. Champion Financial & Tax Services manages approximately $30 million in discretionary portfolios primarily for individual clients, focusing on growth-oriented equity selection based on fundamental and technical analysis. The firm combines investment management with tax planning and insurance services, offering integrated updates during tax season without accepting commissions or custodial research payments.

Donald Webb Jr. is the sole advisor at Webb Financial Planning LLC in Haddon Heights, NJ, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has operated Webb Financial Planning LLC since 2003. Webb Financial Planning LLC serves individual and some high-net-worth clients, providing fee-only financial planning and portfolio management without accepting commissions. The firm focuses on fundamental analysis and longer-term strategies, offering advisory services on a fixed-fee and hourly basis with a non-discretionary approach, distinguishing itself by not charging percentage-of-assets-under-management fees.

Paul Sloate is the principal of Green Drake Advisors LLC in Bryn Mawr, PA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Green Drake Advisors since 2015 and also operates Green Drake Partners LLC, established in 2003. Outside of advisory work, Mr. Sloate serves as CEO and founding partner of WSL Family Office & Private Wealth Management, LLC, is a director and corporate secretary of MiRealm, Inc., engages in public speaking on economic and market topics, and teaches economics as an adjunct professor at Manor College. Green Drake Advisors serves individuals, families, trusts, charitable organizations, pensions, and corporations by providing discretionary investment management alongside financial and consulting services. The firm employs a low-turnover deep-value equity strategy combined with customized allocations to ETFs, mutual funds, bonds, and third-party managers, and frequently works with institutional-type clients.

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.

Kenneth Darby is a financial advisor at Darby Investment Services LLC with four years of industry experience and a Series 65 designation. He has a background in tax preparation, operating Darby Tax Service since 2016, and previously worked at PHI Service Company for 11 years. Darby Investment Services LLC is a fee-only financial planning firm serving individuals and families, providing advice on taxes, cash flow, retirement planning, and investment allocation. The firm offers fiduciary, non-discretionary recommendations tailored to clients’ tax situations and risk tolerance, typically focusing on no-load mutual funds, ETFs, dividend-paying large-cap stocks, and cash-equivalent instruments.

Brian Dougherty is a financial advisor with PLC Investment Solutions, LLC in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at several firms including Coppell Advisory Solutions LLC and Thrive Capital Management, LLC. Dougherty also serves as vice president and treasurer for multiple nonprofit organizations. PLC Investment Solutions, LLC provides discretionary and non-discretionary advisory services primarily to individuals and high-net-worth clients, often directing them to third-party professional money managers. The firm uses quantitative analysis, third-party portfolio modeling, and Monte Carlo simulations to develop risk-adjusted return profiles and probabilistic outcomes while offering fiduciary investment advice and educational webinars.

William March III is a financial advisor at Spring City Partners, LLC in Philadelphia, PA, with nine years of industry experience. He holds Series 65 and Series 63 designations. Prior to founding Spring City Partners in 2018, he worked at Janney Montgomery Scott LLC for three years. In addition to his advisory role, he engages in tax-preparation and bookkeeping activities outside of his investment work. Spring City Partners is an independent firm that provides discretionary investment management, written financial planning, and retirement-plan consulting to individuals, families, trusts, estates, and charitable organizations. The firm employs a long-term, value-oriented investment approach with an emphasis on fundamental analysis and proprietary alternative data sets, often using concentrated portfolios and strategies such as margin and options tailored to client risk profiles.

Hans Sharma is a CFP® professional with 36 years of experience in the financial industry. He is the founder and president of Sharma Associates, Inc., an independent registered investment advisor firm he has led since 2001. Prior to establishing his firm, he held positions at Innovation Partners LLC, MerCap Securities, and Kovack Securities. Outside of his advisory work, Sharma is the founder and volunteer president of the Himalayan Hope Charitable Foundation, a public charity supporting education. Sharma Associates provides comprehensive financial planning and portfolio management primarily for individual clients, focusing on retirement planning and income solutions. The firm employs a fiduciary, CFP-based planning process with diversified, ETF-centered allocations and manages a substantial portion of assets on a non-discretionary basis.

Daniel Vass is the principal advisor at VASS Financial Strategies in Lafayette Hill, PA, holding a Series 66 designation with 12 years of industry experience. He founded VASS Financial Strategies in 2015 and is licensed to sell life and health insurance, dedicating approximately 15% of his time to insurance sales. VASS Financial Strategies offers investment management and comprehensive financial planning services to individual households, high-net-worth clients, and retirement/pension plans. The firm uses a blend of active and passive investment techniques, manages accounts on a discretionary basis with quarterly reviews, and provides retirement plan consulting and fiduciary services to employer plan sponsors.

My name is Rob Stromberg. I’m a CFP® and the founder of Mountain River Financial. I provide fiduciary and fee-only advice, investment management, and financial planning to six-figure earners in their 30s and 40s. I focus on helping clients make wise and purposeful decisions with their money so they can live a rewarding life today while building wealth for a successful tomorrow. With insight gained from my time working at an institutional wealth management firm in Connecticut where I consulted with other independent advisory firms to help them build better portfolios for their clients and more efficient overall advisory practices, I got my CFP® certification and founded Mountain River Financial so that I could begin working directly with my core client market of high-income earners under 50. I’m an active member of NAPFA and the XY planning network and am a frequent contributor to publications including The Wall Street Journal, US News & World Report, The Washington Post, Investment News, CNN Business, Nerdwallet and Yahoo! Finance, among others. Above all else, I’m committed to being the best husband and dad I can be. When I’m not manning the helm at Mountain River, you’ll find me enjoying quality time with my wife Kara, son Noah, daughter Addison, and our dog Autumn. We love spending time at the shore, generally enjoying the outdoors, and hanging together with our large extended family around the mid Atlantic.

Stephen Kovach is a financial advisor with Global Advisers, LLC in Philadelphia, PA, holding Series 63 and Series 65 designations and possessing 17 years of industry experience. He has been affiliated with Wall Street Global Advisers, LLC since 2015. Kovach serves on the Boards of Directors for The International Business Development Institute and The Boston Graduate School of Business, both nonprofit educational organizations. Global Advisers advises a diverse client base including individuals, families, trusts, charitable organizations, businesses, and plan sponsors. The firm employs Modern Portfolio Theory within a top-down analytical framework to create customized investment policies and manages portfolios using a range of instruments, while also providing financial planning and managed philanthropy services.

Steven Clott is a Certified Financial Planner (CFP®) and Certified Public Accountant (CPA) with 40 years of industry experience. He is the managing member of Dedicated Investment Advisers LLC, a firm he has been with since 2003, and has also worked as a broker at Leonard B Halpern since 2010. Outside of investment advisory, he is involved as a managing member of an insurance agency and maintains a CPA practice during tax season. Dedicated Investment Advisers LLC provides fee-based investment management and financial planning services to individuals, small businesses, and retirement accounts. The firm employs a strategic asset allocation approach combining low-cost index and ETF core holdings with selectively chosen active managers, and offers additional tax preparation and insurance services through affiliated entities.

Ben Engel is a financial advisor at Modesto Capital with a Series 65 designation and two years of industry experience. He has held roles at WideQ Financial and Meged Funding Group, where he performs accounting and finance tasks alongside his advisory work. Modesto Capital serves individual investors, high-net-worth individuals, and businesses, offering discretionary asset management, comprehensive financial planning, and retirement-plan advisory services. The firm combines public seminars and workshops with pension consulting and manages a concentrated client base with a focus on strategic asset allocation and ongoing portfolio monitoring.