Jay Chen is a CFA® charterholder with three years of industry experience, currently serving as the sole advisor at Clovelly Wealth. He previously worked at Wellington Management Company for 19 years before joining Clovelly Management Advisors LLC in 2022. Outside of his advisory role, Chen is a board member, advisor, and angel investor. Clovelly Wealth is an investment manager that oversees pooled and institutional assets while providing portfolio management, financial planning, and tax-preparation services. The firm serves a diverse client base including retirement plans, trusts, nonprofits, and high-net-worth individuals, employing a long-term trading approach that integrates cyclical and fundamental analysis with quantitative models.

Sean Wieland is a financial advisor with Tannhauser Financial LLC, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has worked at Prudential Financial Planning Services and PRUCO Securities, LLC, and has been an independent insurance agent since 2017. Wieland is also a licensed insurance agent. Tannhauser Financial provides portfolio management and financial planning services for individuals, including high-net-worth clients. The firm uses a range of analytical methods and offers investment strategies documented in Investment Policy Statements, covering a broad investable universe that includes mutual funds, equities, fixed income, commodities, and private placements.

Stephen Peiffer is the principal advisor at SP Wealth Planning, an independent firm based in Churchville, PA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including eight years at VOYA Financial Advisors. Prior to founding SP Wealth Planning in 2022, he also worked as a caregiver for one year. Although he is a licensed insurance agent, he no longer sells insurance products or maintains affiliations with insurance companies. SP Wealth Planning is a fee-only, state-registered investment adviser serving individual clients and plan sponsors with wealth management, investment management, financial planning, and held-away account advice. The firm operates as a single-advisor practice, providing non-discretionary investment management and retirement plan consulting, and combines passive and active strategies within individualized portfolios.

Nicholas Lager is a CFP® with 10 years of industry experience, currently serving as the sole advisor at Tactical Wealth Planning LLC. His prior experience includes roles at The Vanguard Group and Personal Capital Advisors, among others. Outside of finance, he works as a 911 paramedic responding to pre-hospital medical emergencies in Bucks and Chester Counties, Pennsylvania. Tactical Wealth Planning LLC provides discretionary portfolio management and comprehensive financial planning focused on healthcare cost analysis, Medicare enrollment evaluation, and gap-year income strategies for early retirees. The firm serves high-net-worth individuals and select institutional clients, employing a blend of cyclical, fundamental, and technical investment approaches with tactical use of options and alternative products aligned to client-specific plans.

Arthur Eglington is a financial advisor with Niche Investment Advisors LLC in King of Prussia, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Almanack Investment Partners and Realta Equities, Inc. Outside of advisory work, he is involved in commercial property ownership. Niche Investment Advisors provides investment management, financial planning, and qualified retirement plan consulting to individuals, high-net-worth clients, and various institutional entities. The firm employs both fundamental and technical analysis across multiple investment strategies and offers services on discretionary and non-discretionary bases.

Matthew Todorow is the principal advisor at Todorow Capital Partners LLC in Wayne, PA, holding the CFA® designation and Series 63 and 65 licenses, with four years of industry experience. He has been associated with Todorow Capital Partners since 2013. Todorow Capital Partners provides discretionary portfolio management primarily to high-net-worth individuals, managing approximately $16 million across a concentrated client base. The firm employs a fundamental analysis approach focused on growth equities, supplemented by fixed income, ETFs, and private placements, and uses both long-term and short-term trading techniques including short sales.

Alan Weiss is a Series 65-licensed advisor with 23 years of industry experience. He has worked at Dynamic Investment Strategies, Inc. since 2003 and has been involved with Historical Documents Co. and Blue Water Fishing Tackle Co. for multiple decades. Dynamic Investment Strategies, Inc. provides discretionary investment advisory services to individuals, trusts, estates, and business entities, focusing on mutual fund portfolios with a proprietary technical analysis approach. The firm employs short-term trading strategies, including intraday and leveraged mutual funds, and offers limited financial planning and non-investment consulting.

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 Coen is the founder of East West Advisers and holds Series 63 and Series 65 licenses, with 26 years of industry experience. He established MCC Advisory, a freelance consulting business, and is the managing member of Horizons Capital LLC, which manages a private investment fund. Coen has led East West Advisers since 2016. East West Advisers provides discretionary portfolio management to individual and institutional clients, including educational institutions and endowments, across equity and fixed-income strategies. The firm employs a combined bottom-up and top-down investment approach focused on low expenses, diversified exposure, and long-term orientation, and it sponsors a private pooled investment vehicle with performance-based fees and a formal governance framework.

Nathaniel Kangpan is the principal advisor at Kangpan & Co. with a Series 65 credential and one year of industry experience. He has previously worked at KG Beacon LLC, Kepler Group, and Kangpan Group LLC. Outside of his advisory role, Nathan occasionally provides limited business consulting and strategy services through Kangpan & Co. Kangpan & Co. is an independent advisory firm serving retail and institutional clients, typically those with at least $500,000 in investable assets. The firm uses a data-driven, analytical approach combining fundamental, quantitative, and portfolio analysis to create customized financial plans, and it publishes a public newsletter detailing its investment strategies and modeled performance.

Ashwini Aragam is the principal of Ashram Capital LLC, holding a Series 65 designation with one year of industry experience. Prior to founding Ashram Capital, Aragam worked at Accenture and Salesforce and was retired from 2021 to 2026. Ashram Capital LLC provides discretionary investment management primarily to individuals and families, including high-net-worth clients, trusts, estates, and business entities when appropriate. The firm employs a long-term, equity-focused approach based on fundamental research and a structured suitability process, constructing portfolios across four components without using margin or leverage.

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.

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.

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.

Brian Schreiner is a financial advisor with 24 years of industry experience, currently operating as the sole advisor at Alpha Rock Investments, LLC. He holds Series 65 and Series 63 licenses and has previously worked at Metric Financial LLC, Integral Wealth Securities LLC, and CMG Capital Management Group Inc. Alpha Rock Investments, LLC is an independent, single-advisor registered investment adviser that provides individualized asset management and comprehensive portfolio management to individuals, trusts, pension, and business clients. The firm employs a diverse set of research methods and strategies, including long-term buys, tactical trades, and the use of private credit and alternative investments alongside public securities.

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.