Michael Garry is a CFP® and holds a Series 66 license, with 22 years of industry experience. He is a managing member and attorney for Yardley Estate Planning, LLC, where he provides legal services related to wealth transfer. Garry has been with Yardley Wealth Management LLC since 2005. Yardley Wealth Management serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm focuses on discretionary portfolio management using mutual funds and ETFs, employing customized investment advice and model portfolios tailored to varying risk tolerances.

Stewart Rickenbach is a financial advisor at Poxono Capital with a Series 65 designation and one year of industry experience. His prior work includes roles at Johnson & Johnson and GlaxoSmithKline, as well as a consulting contract with Johnson & Johnson. Poxono Capital provides discretionary investment advisory services primarily to individual and high-net-worth clients, combining multiple analysis methods and a broad range of investment vehicles to create tailored portfolio management strategies. The firm also advises a privately organized pooled investment vehicle offering performance-based compensation, with governance and compliance measures in place.

David Meschel is a CFP® and holds a Series 66 license with 13 years of experience in the financial services industry. He is a principal at Meschel Wealth Management LLC and has previously worked at Purshe Kaplan Sterling, The Retirement Group, LLC, FSC Securities Corp, and Signator Investors, Inc. Outside of advisory services, he is licensed as an insurance broker for life, annuities, long-term care, and disability insurance. Meschel Wealth Management LLC provides discretionary investment management and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm builds portfolios based on clients’ investment objectives and risk tolerance, utilizing mutual funds and exchange-traded funds, and incorporates model programs and managed account solutions as part of its implementation.

Dennis Beadle is a CFP® professional with 42 years of experience in the financial services industry. He has been with Archetype Advisors, LLC and United Planners' Financial Services since 2012. Archetype Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning and discretionary investment management, using a process that includes forensic cash-flow analysis and algorithmic modeling, primarily implementing portfolios with low-cost exchange-traded funds while accommodating other holdings as needed.

Keith Saunders is an advisor at Winthrop Partners – EPA, LLC with a Series 65 designation. He has been with the firm since 2023 and has prior experience working at Liberty Mutual Insurance and Insight Global. Winthrop Partners – EPA, LLC provides investment advisory and financial planning services to individuals, high-net-worth investors, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm uses a top-down and bottom-up approach to asset allocation and stock selection, offering a range of model portfolios from ultra-conservative to aggressive growth, and includes ongoing account reviews coordinated with clients’ estate and tax professionals.

Matthew Prybella is a financial advisor with Trident Advisors Inc, holding a Series 65 credential and over 18 years of industry experience. Prior to joining Trident Advisors in 2026, he worked at FNB of Newtown from 2008 to 2026. Trident Advisors is an SEC-registered investment adviser serving individual investors, high-net-worth clients, corporate clients, trusts, and non-profit organizations. The firm focuses on long-term investing through a style-allocation framework, incorporating equities, fixed income, mutual funds, ETFs, and annuities, with ongoing account reviews and client-specific investment considerations.

Kevin Blain is a financial advisor at Archetype Advisors, LLC with seven years of industry experience. He previously worked at Commonwealth Financial Network, Citizens Securities, Inc., and Connex Credit Union. He holds a Series 66 designation. Archetype Advisors is a boutique registered investment adviser managing approximately $260 million for around 275 clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and discretionary investment management, employing a process-driven approach that uses algorithmic modeling and proprietary screening tools to guide portfolio construction and ongoing monitoring.

Emily Toto is a financial advisor at Ethos Capital Management, Inc. with one year of industry experience. She holds a Series 65 designation and previously worked at Macquarie Group for six years, UBS for one year, and Polymathes Capital for one year. Ethos Capital Management, Inc. provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses individualized Investment Policy Statements and employs fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary management options.

Thomas Bunting III is a CPA and financial advisor with Winthrop Partners – EPA, LLC, based in Doylestown, PA. He has seven years of industry experience and has worked as a CPA since 2013. Outside of his advisory role, he operates an accounting business and manages a seasonal residential rental in Ocean City, NJ. Winthrop Partners provides investment advisory and financial planning services to a range of clients, including individuals, trusts, estates, charitable organizations, and corporate plans. The firm combines a top-down and bottom-up approach to asset allocation and portfolio management, offering strategies that vary from ultra-conservative to aggressive growth while coordinating with clients’ estate and tax professionals.

Stephen Wetzel is a CFP® with 35 years of industry experience and serves as president of Prometheus Capital Management Corp., where he has worked since 1994. He has also been an adjunct professor of financial management at New York University since 1991, teaching in the CFP program and contributing to curriculum development and faculty selection. Additionally, he operates an independent insurance brokerage. Prometheus Capital Management Corp. provides investment advisory and planning services to individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm combines fundamental, technical, quantitative, and qualitative analysis, emphasizing asset allocation with both long- and short-term strategies, primarily managing accounts on a non-discretionary basis.

Kenneth Hartley is a Series 65-registered financial advisor with 22 years of industry experience. He has been with Hartley Advisors Corp. since 2003, where he is one of two advisors at the firm based in New Hope, PA. Hartley Advisors Corporation is a fee-only, SEC-registered boutique adviser serving individuals, families, trusts, and employer-sponsored retirement plans. The firm employs a combination of top-down economic views and bottom-up analysis to manage diversified portfolios under client-specific guidelines, offering discretionary investment management along with ERISA-plan consulting and participant education.

Robert Szigeti Jr. is a financial advisor with SG Securities, LLC in Flemington, NJ, holding a Series 63 license and having 20 years of industry experience. He has been associated with SG Wealth Management, SG Planning, and SG Securities since 2015. Outside of his advisory role, he is also involved in insurance products sales and services as an insurance agent. SG Securities, LLC provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm offers tailored investment strategies and conducts public educational seminars and workshops at no charge.

Frank Fiumecaldo III is a CFP® professional with seven years of industry experience. He has worked at Aventine Financial Group since 2018 and previously spent six years at R.W. Roge & Company. Aventine Financial Group serves individuals, high-net-worth clients, trusts, estates, and retirement plans by providing comprehensive financial planning and investment management through tiered service offerings. The firm combines fundamental and technical analysis to create tailored investment strategies using low-cost mutual funds, ETFs, and other instruments.

Lawrence Busch is a CFA® charterholder affiliated with Sage Capital Management LLC and has four years of industry experience. He has been with Sage Capital Management since 1999. Sage Capital Management serves individual clients, trusts, retirement plans, corporate entities, and pooled investment vehicles. The firm employs a core-and-satellite strategic asset allocation approach, combining passive vehicles, ETFs, and active managers, and distinguishes itself by advising a private real-estate pooled vehicle alongside traditional portfolio management services.

Joseph Pflueger is a financial advisor at Pflueger Wealth with a Series 65 designation and one year of industry experience. His prior work includes positions at Klatzkin & Co, LLP and Bee, Bergvall & Co. Pflueger Wealth is an independent registered investment adviser serving individuals, families, business owners, trusts, estates, charitable organizations, and business entities. The firm offers discretionary investment management and standalone financial consulting, employing a blend of quantitative and qualitative analysis, modern portfolio theory, and technical charting to construct diversified portfolios.

William Stanert is a CFP® with 43 years of industry experience and is the sole advisor at Moondance Investment Advisors, LLC in New Hope, PA. He has worked at Purshe Kaplan Sterling Investments since 2013 and founded Moondance Investment Advisors in 2012. Stanert is also a licensed life insurance agent with Wentworth Financial Partners, focusing on fixed and traditional insurance products. Moondance Investment Advisors provides customized investment advisory and financial planning services to individuals, high net worth clients, trusts, and estates. The firm manages discretionary and non-discretionary portfolios using fundamental, technical, and cyclical analysis across various asset classes.

Ann Means is a financial advisor at Sapient Investments LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Select Alternative Investments LLC since 2015. Outside of her advisory role, she operates a sole proprietorship providing business management services to nonprofit organizations, including bookkeeping, strategic planning, and board management. Sapient Investments LLC provides discretionary investment management primarily to high-net-worth individuals and similar entities, employing tactical asset allocation strategies through ETFs, closed-end funds, and selected stocks. The firm integrates hedge-like strategies, margin use, and tax-aware portfolio management within a small team structure.

Gregory Lichtenstein is a CFP® and holds a Series 65 license with four years of industry experience. He has worked with Ethos Capital Management, Inc. and Ethos Capital Advisors, LLC since 2021. Outside of his advisory role, he serves as a part-time assistant lacrosse coach at Pennsbury High School. Ethos Capital Management, Inc. is an SEC-registered investment adviser that provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses individualized Investment Policy Statements and a combination of fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary management through model portfolios and sub-advisory arrangements.

Victor Medina is a CFP® with 10 years of experience in financial advising, currently serving at Palante Wealth Advisors, LLC. He is the owner and managing attorney of Medina Law Group, LLC, where he provides estate planning and estate administration services. Medina is also licensed to sell life and health insurance through Medina Financial, LLC. Palante Wealth Advisors offers investment management and comprehensive financial planning to individuals, trusts, and estates, emphasizing a passive investment approach using diversified portfolios of low-cost mutual funds and ETFs. The firm provides ongoing portfolio supervision and educational workshops for clients and their families.

John Rea is a CFP® professional with 22 years of industry experience, currently serving at Crossgate Wealth Advisors, LLC since 2001. Based in Newtown, PA, he is part of a small advisory team managing comprehensive financial planning and investment services. Crossgate Wealth Advisors provides fee-only investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses a blend of fundamental analysis and modern portfolio theory to deliver customized portfolio management and planning, with options for socially and Biblically responsible investment screens.