Oliver Kell is the sole advisor at Kell Capital, LLC in Penn Valley, PA, holding Series 63, 65, and 66 licenses with nine years of industry experience. His prior roles include positions at ICS, Inc., Merrill, and Natixis Global Asset Management. Outside of advising, he founded an education company offering an ebook and course on trading strategies. Kell Capital, LLC provides discretionary portfolio management primarily to high-net-worth individuals, managing a small number of accounts with a concentrated investment strategy. The firm combines fundamental and technical analysis and operates a pooled investment vehicle with performance-based fee arrangements for qualified clients.

Charles Weeks is a CFP® professional with 18 years of industry experience, currently serving as the sole advisor at Barrister in Fort Washington, PA. He is the founder and president of Barrister Higher Learning, an adult education and CFP exam preparation service, as well as Barrister Insurance Services, both non-investment-related ventures. Weeks has been involved with Barrister Wealth Management since 2010 and Stockton University since 2011. Barrister is an independent registered investment adviser that offers financial planning, discretionary portfolio management, insurance consulting, and retirement plan services to individuals, families, trusts, businesses, charitable organizations, and pension or profit-sharing plans. The firm manages approximately $82 million across about 100 clients using a goal-based investment process grounded in behavioral finance and strategic asset allocation.

Lawrence Hirsch is the sole advisor at Deerfront LLC in Philadelphia, PA, holding a Series 65 credential with five years of industry experience. He has operated Deerfront LLC since 2012 and has taught topics related to Judaism since 2006. Hirsch also owns RapidlyRetire, through which he delivers educational seminars and webinars on options trading strategies. Deerfront LLC provides fee-based investment advisory services to individual investors using a custom, non-discretionary approach focused on active options trading, with trades implemented only upon client approval. The firm’s methodology emphasizes options analytics and risk management, tailoring services to client objectives.

Craig Pollen is a CPA and financial advisor with Pollen & Secouler, LLP, where he has worked for 11 years. He previously held roles at McCarthy & Company PC and Gitomer & Berenholz, PC. Pollen’s accounting background includes ongoing work as a CPA with McCarthy & Company PC. Pollen & Secouler serves individual and high-net-worth clients by referring them to licensed third-party investment advisers rather than managing assets directly. The firm evaluates clients’ financial situations to inform recommendations and coordinates annual account reviews with selected advisers.

Sharon Binstok is a CFP® with 33 years of industry experience and has been with The SEB Group, Inc. since 2007, where she serves as president and sole owner. Prior to and during her time at The SEB Group, she was also affiliated with Commonwealth Financial Network from 2007 to 2021. Outside of her advisory role, she is active as a musical performer. The SEB Group is a small advisory firm serving individuals, high-net-worth families, trusts, estates, and retirement plans. The firm focuses on written financial planning and consulting, along with tax preparation and related accounting support, using fundamental analysis and asset-allocation recommendations without discretionary portfolio management.

Edward Roche is the sole advisor at Freedom Mountain Investments, an independent firm based in Paoli, PA. He holds a Series 65 designation and has 19 years of industry experience, having led Freedom Mountain Investments since 2006. Outside of his advisory role, he occasionally provides consulting services in the pharmaceutical sector. Freedom Mountain Investments offers discretionary portfolio management primarily to individual and high-net-worth clients, utilizing a research-driven, fundamentally oriented investment process. The firm maintains a small client base and employs a "Venerable Owner" strategy focusing on companies with significant long-term ownership, resulting in more concentrated portfolios suited for longer time horizons and higher risk tolerance.

Eric Greenberg is a financial advisor at ESG Wealth Advisors in Lansdale, PA, holding a Series 65 designation with two years of industry experience. Prior to founding ESG Wealth Advisors, he worked at Precision Nutrition, Tradefull, and Life Line Screening. ESG Wealth Advisors is an independent firm that provides personalized wealth management and financial planning services to individuals, families, and companies. The firm employs a long-term investment approach that incorporates both fundamental and technical analysis and offers a range of investment types, including alternatives, while emphasizing governance and transparency through detailed risk disclosures and a written Code of Ethics.

My firm, CJ Perry Financial, provides the opportunity for ongoing financial advice. Our clients generally include people who are planning to retire soon or who are recently retired. We’re available to answer your questions and address your concerns. We have two primary advisory service offerings: 1) Wealth Management Services Includes Investment Management Services and Comprehensive Financial Planning. 2)Project-Based Financial Planning As a one-time engagement. Here we assess aspects of your financial life, determine goals, and provide you with a financial plan to address those goals. As part of our Wealth Management offering, Investment Management Services includes appropriate asset allocation, security selection, rebalancing, tax considerations, and ongoing maintenance. Comprehensive Financial Planning involves helping you identify your financial and life goals and developing a plan to address those goals. This may include cash flow analysis, debt management and budgeting, Social Security claiming strategies, health care planning, estate and tax management, risk management, and retirement transitioning.

Michael Bonfrisco is the sole advisor at Bonfrisco Wealth Management LLC in Cherry Hill, NJ, holding a Series 65 credential with 13 years of industry experience. He also owns and operates Bonfrisco Law Firm, where he has practiced law for over 25 years. Bonfrisco Wealth Management LLC provides ongoing portfolio management and fixed-fee financial planning primarily to individual and high-net-worth clients. The firm employs a combination of technical analysis and modern portfolio theory within a long-term trading approach, investing in mutual funds, equities, bonds, and fixed-income instruments, with all account reviews conducted by the sole managing member.

Joseph Bucara is a CFP® with 21 years of industry experience and has been the sole advisor at JCB Financial, Inc. since 2006. He holds Series 63, 65, and 66 licenses and operates out of Collegeville, PA. JCB Financial provides investment supervisory services and financial planning to individuals, trusts, estates, charitable organizations, foundations, and business entities. The firm uses a top-down macroeconomic framework combined with fundamental and technical security analysis, emphasizing diversification, cost control, and low portfolio turnover, often leveraging exchange-traded funds alongside other investment vehicles aligned with client objectives.

Richard Gould is the sole advisor at Gould Tactical Growth LLC in Phoenixville, PA. He holds the CFA® designation and a Series 65 license, and has 22 years of industry experience. He has led Gould Tactical Growth since 2017. Gould Tactical Growth LLC provides discretionary investment management, consulting, and model/asset-allocation services to a selective client base that includes high-net-worth individuals, trusts, other advisers, and pooled investment vehicles. The firm employs a concentrated growth equity approach centered on small- and micro-cap companies using CAN SLIM screening combined with fundamental and technical analysis, and it actively manages portfolios with discretionary authority.

Jackson Menzel is the sole advisor at Menzel Asset Management LLC, an independent firm based in Philadelphia, PA. He holds a Series 65 designation and began his advisory role in 2025. Prior to founding his firm, he has worked as an engineer at Lockheed Martin Corporation since 2022 and has experience in both academic and management roles. Menzel Asset Management provides investment advisory services to individuals and high-net-worth clients with a focus on actively managed growth investing and strategic asset allocation. The firm emphasizes fundamental analysis for equity selection and offers both discretionary and non-discretionary services tailored to client goals, including performance-based fee arrangements for qualified clients.

Robert Winkelman is a CFP® professional with 41 years of industry experience, currently serving as the sole advisor at Westward Planning Group in Narberth, PA. His prior experience includes roles at 1294 Montgomery LLC, The Leaders Group Inc, and Chesapeake Brokerage. Outside of his advisory work, he is involved in group health sales through Navigation Benefits and serves as a committee member with the Democratic Committee of Lower Merion and Narberth. Westward Planning Group provides comprehensive financial planning and portfolio management services to individuals, families, and small businesses. The firm emphasizes a cost-efficient, asset-allocation investment approach using index mutual funds and ETFs, and it offers ongoing client support through quarterly reviews and a combination of planning and portfolio oversight.

Joseph Brinker is a financial advisor with Brinker Financial, holding Series 63 and Series 65 credentials and over 37 years of industry experience. He has worked with LPL Financial since 2017 and has operated Financial Foresight, Ltd. since 1982. His professional activities also include operating an insurance agency and a tax services business. Brinker Financial provides financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers written financial plans and consultative engagements without discretionary account management, focusing on fixed or hourly fee arrangements while clients retain custody and implementation responsibility.

Bruce Hunt is a financial advisor at Rose Valley Asset Management LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rose Valley since 2006. Rose Valley Asset Management LLC provides wealth management, investment management, financial planning, and consulting primarily to individual and high-net-worth clients. The firm manages approximately $90 million for about 70 clients, offering tailored portfolio management and written financial plans with a focus on fundamental and technical analysis, asset allocation, and use of mutual funds and ETFs.

Janel Manella is a CERTIFIED FINANCIAL PLANNER™ with 18 years of industry experience, currently practicing at Co-Missions Financial Planning since 2017. She holds the CFP®, Series 66, and Series 65 designations and has been involved with HomeMaker since 2012. Co-Missions Financial Planning serves individuals, high-net-worth clients, institutions, trusts, and estates with comprehensive financial plans, ongoing planning subscriptions, and discretionary portfolio management. The firm combines quantitative and qualitative analysis to construct IPS-driven portfolios and accommodates ESG and client-specific restrictions, also offering educational seminars and occasional pro bono engagements.

Eugene Kuntorovsky is a financial advisor at Isakov Planning Group Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Aflac from 2005 to 2017. Isakov Planning Group Inc. provides financial planning, wealth management, family office services, and pension consulting to individuals, families, businesses, and pension/trust clients. The firm primarily employs an ETF-based, longer-term investment approach and manages both discretionary and non-discretionary assets.

Jordan Moore is a financial advisor at Champion Investments LLC with six years of industry experience. He holds a Series 65 designation and has worked at Champion Investments since 2019. In addition to his advisory role, Moore is an assistant professor of finance at Rowan University, a position he has held since 2017. Champion Investments LLC provides discretionary portfolio management services to individual investors, high-net-worth individuals, and small businesses. The firm employs an active, signals-driven investment approach that combines fundamental and technical analysis to select U.S. equities and ETFs, typically reviewing portfolios weekly and trading on a discretionary basis.

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.