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.

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

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.

Rebecca Leonard is a financial advisor at LINC Wealth Solutions with 16 years of industry experience. She holds Series 63 and Series 65 designations and has operated Leonard Investment Consulting, LLC since 2014. LINC Wealth Solutions is an independent, state-registered investment adviser managing approximately $9.8 million in assets for a limited client base that includes individuals, trusts, retirement plans, charitable organizations, and corporations. The firm emphasizes a discovery process to tailor asset allocations using mutual funds, ETFs, and separately managed accounts, employing both long-term and shorter-term strategies with ongoing portfolio monitoring.

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.

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.

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.

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.

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.

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.

Hans Sharma is the founder and president of Sharma Associates, Inc., an independent registered investment advisory firm based in Conshohocken, PA. He holds the CFP® designation and Series 63 license and has 37 years of industry experience. Prior to founding his firm, he worked at Kovack Securities Inc., MerCap Securities, LLC, and Innovation Partners LLC. Outside of his advisory work, he is the founder and a volunteer director of the Himalayan Hope Charitable Foundation, a public charity supporting education. Sharma Associates provides comprehensive financial life and retirement planning along with portfolio management for individual clients. The firm utilizes exchange-traded funds and individual stocks to build diversified portfolios with an emphasis on long-term, tax-conscious investing and retirement income solutions.

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.

Timothy Duckett is a CFA® charterholder with 13 years of industry experience. He is the principal of Bright Forge Capital, LLC, where he has worked since 2017. His prior experience includes roles at PNC Wealth Management, Wells Fargo Clearing, Merrill, and a period 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 employs a core-satellite investment approach combining passive index exposure with active satellite positions, using fundamental and technical analysis to manage discretionary accounts.

I founded DeLuca Financial Planning to offer a more thoughtful, planning-focused approach to financial advice—one centered on the individual, not just the portfolio. Before starting the firm, I worked at Vanguard, studying investor behavior and how financial decisions are made. Analyzing the decisions of millions of investors meant working with assumptions. I’ve seen firsthand how quickly those assumptions can break down when life gets involved. That experience reinforced an important reality: while broad assumptions can be made based on factors like age or wealth, real financial decisions are far more personal and nuanced. Our approach is planning-first. Investment decisions are made in the context of a broader financial plan, with an emphasis on clarity, coordination, and long-term alignment. We offer flexible options, from one-time plans to ongoing advice and investment management. We believe that planning isn’t about working toward a predefined outcome—it’s about understanding what matters to you and building a plan designed to move you toward it. Because in practice, the most effective plan isn’t the one that looks perfect on paper—it’s the one that reflects your priorities and that you can follow consistently over time.