Keith McGowan is a financial advisor at American Advisors LLC with nine years of industry experience. He holds a Series 65 designation and has been with American Advisors LLC since 2016. In addition to his advisory role, he manages a family partnership through McGowan Enterprises. American Advisors LLC offers portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and employee benefit plans, employing a range of investment strategies including options trading and short sales within discretionary accounts.

Epifania Maphosa is a financial advisor at Krown Advisory with Series 65 credentials and one year of industry experience. Her background includes roles at Accountora LLC, Wealth and Keys LLC, Keller Williams Real Estate, and Sofidel America Corp. She also has experience in both the corporate and real estate sectors. Krown Advisory serves individuals, families, pre-retirees, retirees, business owners, and entrepreneurs by providing personalized financial planning, retirement planning, investment advisory, and portfolio management services. The firm operates as a technology-enabled, remote-first adviser with a holistic, planning-oriented approach that includes educational seminars and public education initiatives.

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.

Paul Sun is the sole advisor at Sunquest Wealth Management, LLC, an independent firm based in North Wales, PA. He holds Series 63 and Series 66 designations and has 20 years of industry experience. Sun has led Sunquest Wealth Management since 2013. Sunquest Wealth Management serves individuals and a variety of entities, including pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides discretionary portfolio and investment management along with financial planning services, using fundamental analysis to create tailored portfolios that include mutual funds, ETFs, equities, debt securities, and options.

Jonathan Mcsurdy is a CFP® and ChFC® with 15 years of experience in financial advising. He is the sole advisor at Axiom Investment Solutions LLC, an independent firm based in Doylestown, PA. In addition to his advisory work, he consults on budgeting and cash flow planning at the Alpha Center for Divorce Mediation and serves on the board of the Doylestown Historical Society. Axiom Investment Solutions LLC provides fee-only investment management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes indexed mutual funds and ETFs for broad market exposure and expense control, operates primarily on a non-discretionary basis, and manages approximately $51.4 million across about 70 client accounts.

Andrew White is a financial advisor at Latham Financial LLC in Ivyland, PA, with one year of industry experience. Prior to his current role, he served for 21 years at the United States Department of Defense. He holds the Series 65 designation. Latham Financial LLC provides personalized financial planning and discretionary investment management to individuals, families, trusts, estates, churches, and businesses. The firm focuses on long-term, research-based asset allocation and tax-aware strategies, including consulting on technology-related investments such as Bitcoin-related securities.

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.

Neil Werberig is the owner and sole advisor at Maximum Asset Strategies with 43 years of industry experience. He holds a Series 63 designation and has worked at Maximum Asset Strategies since 1987, with prior experience at Madison Avenue Securities. Outside of his advisory role, he serves as president of Tree of Life Ministries, a nonprofit organization, and volunteers in an advisory capacity on the Upper Makefield Township Pension Committee. Maximum Asset Strategies is an independent, sole-practitioner firm that provides financial planning and consulting services to individuals, high-net-worth clients, and entities such as trusts and estates. The firm refers investment assets to third-party money managers and focuses on non-discretionary advice, offering written financial plans and educational seminars rather than direct portfolio management.

Ronald Saul II is a CFP®-certified financial advisor with 16 years of industry experience, currently serving at Omaris Financial, LLC. His prior roles include positions at Vanguard and Collective Wealth Partners, LLC. He is also involved in financial education and literacy, creating content, hosting webinars, and providing one-on-one coaching through Omaris Financial. Omaris Financial, LLC provides financial planning and investment management services to individuals, high-net-worth clients, and businesses. The firm blends passive and active investment strategies, constructs individualized policies, and incorporates third-party managers in its portfolio management.

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.

Timothy Duckett is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He has been with Bright Forge Capital, LLC since 2017 and previously worked at PNC Bank and as a self-employed advisor. Bright Forge Capital provides investment management and comprehensive financial planning to individual, high-net-worth, charitable, and corporate clients. The firm uses a core-satellite investment approach, combining passive index exposures with active satellite positions and incorporates behavioral finance, business-owner consulting, and personalized indexing strategies in its services.

George Antonak is a financial advisor at Thrift Financial, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at ClearBridge Investments, Legg Mason Investor Services LLC, Harding Loevner Funds, and Quasar Distributors, LLC prior to joining Thrift Financial in 2021. Thrift Financial provides investment management and consulting services to individual and institutional clients, including endowments, foundations, trusts, estates, and businesses. The firm employs a combination of fundamental analysis and Modern Portfolio Theory with varied allocation strategies, and is notable for its active work with institutional clients and pension consulting for government, public, and private plans.

William McKenna is a financial advisor at McKenna & Sullivan Inc with 45 years of industry experience. He holds the ChFC® designation and Series 63 license and has been with McKenna & Sullivan since 1999. The firm provides estate and financial planning, personal money management, small business consulting, and investment management services to individuals, estates, trusts, retirement plans, and businesses. Their investment approach emphasizes non-discretionary asset management, utilizing SEI institutional model portfolios and mutual funds, with client approval required for all trades and rebalancing.

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.

J Berry is the principal of Berry Advisors Group, LLC, an independent advisory firm based in Doylestown, PA. He holds a Series 63 designation and has 54 years of industry experience, including 12 years at Lincoln Financial Securities Corporation prior to founding his current firm in 2020. In addition to his advisory role, he is an insurance agent licensed to offer fixed annuities and traditional life insurance. Berry Advisors Group provides asset management services primarily through a co-advisor arrangement with a third-party manager, serving individual and high-net-worth clients. The firm does not directly manage or custody assets but assists clients in selecting investment models based on Modern Portfolio Theory, while also offering insurance products through the principal’s licensed activities.

Robert Goldberg is a CFP® professional at Blue Coast Financial Planning with two years of industry experience. Prior to founding Blue Coast, he worked for Accenture from 2011 to 2023. Blue Coast Financial Planning offers fee-only financial planning and consulting to individuals and high-net-worth clients, focusing on long-term planning with a simplified, broadly diversified investment approach. The firm emphasizes educational seminars and hourly, project-based planning engagements, with clients responsible for implementing recommendations through their chosen custodians.

Reid Miller is a financial advisor at Monte Capital Group LLC with 13 years of industry experience. He holds a Series 65 designation and has worked with ENGIN Partners LLC since 2014 and Millergroup Investments, LLC since 2011. Miller is also an adjunct professor at Villanova University, where he teaches corporate finance, quantitative investing, and financial engineering to graduate students. Monte Capital Group provides discretionary and non-discretionary investment advisory services to individuals, trusts, corporations, and pooled investment vehicles. The firm employs an active, multi-instrument trading approach combining quantitative and fundamental analysis across various asset classes and offers both portfolio implementation and non-discretionary advice.

Bryan Moylan is a CFP® with 15 years of industry experience and is the sole advisor at Traverse Private Wealth in Radnor, PA. His prior roles include positions at Northwest Asset Management and Beacon Pointe Advisors. Traverse Private Wealth is an independent investment adviser serving individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management and financial planning. The firm also provides retirement plan consulting and ERISA-related services, constructing client-specific portfolios using a mix of tactical, strategic, and buy-and-hold strategies.

Ken Cavalluzzo is the sole advisor at CJK Capital Management, LLC, an independent firm based in Doylestown, PA. He holds a Series 65 designation and has 21 years of experience in the financial industry. Since founding CJK Capital Management in 2014, he has focused on providing investment advisory services to a variety of clients. CJK Capital Management offers investment advisory services primarily through separately managed accounts to individuals, retirement accounts, trusts, estates, charitable organizations, family foundations, corporations, and other business entities. The firm utilizes a value-oriented, long-term investment strategy focused on after-tax capital appreciation with a moderate risk profile and also provides pension consulting and services to employee benefit plans.