Jeffrey Thompson is a CFP® professional with 35 years of industry experience, currently serving as the sole advisor at Stoneridge Wealth Advisors, LLC since 2006. He is also a licensed insurance producer authorized to solicit applications for annuity and life insurance contracts. Stoneridge Wealth Advisors is an independent firm that provides non-discretionary investment advice and financial planning services to individuals, trusts, charitable organizations, private foundations, and retirement plans. The firm employs a top-down, modern-portfolio approach with an emphasis on asset allocation and diversification, and also offers pension and retirement-plan consulting alongside ongoing account monitoring and reporting.

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.

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.

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.

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 the sole advisor at Alpha Rock Investments, LLC and holds Series 63 and Series 65 designations with 24 years of industry experience. His prior roles include positions at Metric Financial LLC, Integral Wealth Securities LLC, CMG Capital Management Group Inc, and Schreiner Capital Management, Inc. Alpha Rock Investments is an independent registered investment adviser that offers individualized asset and 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, with an emphasis on active trading tools and flexible security selection.

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.

Jonathan Mcsurdy is a CFP® and ChFC® affiliated with Axiom Investment Solutions LLC, with 16 years of industry experience. He has worked at firms including Archstone Financial Services LLC, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. Since 2017, he has also consulted on budgeting and cash flow planning for the Alpha Center for Divorce Mediation and serves on the board of the Doylestown Historical Society. Axiom Investment Solutions LLC is an independent, fee-only firm providing 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 low expenses, operates mainly on a non-discretionary basis, and incorporates options as part of its risk-mitigation strategy.

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.

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.