Kevin Blain is a Series 66-licensed financial advisor at Archetype Advisors, LLC with seven years of industry experience. He has previously worked at Commonwealth Financial Network, Citizens Securities, Inc., and Connex Credit Union. Archetype Advisors is a boutique registered investment adviser managing approximately $260 million for around 275 clients, including individuals, trusts, estates, and charitable organizations. The firm uses a process-driven, consultative approach with algorithmic modeling and proprietary screens to design portfolios, typically using low-cost ETFs, and offers specialized services such as yacht ownership planning.

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® professional with 35 years of industry experience. He is president of Prometheus Capital Management Corp., where he has worked since 1994, and has been affiliated with The Investment Center Inc. since 2011. Wetzel is a full adjunct professor of financial management at New York University, where he has taught CFP program courses since 1991. Prometheus Capital Management Corp. is an SEC-registered adviser providing investment supervisory services, financial planning, and consulting to individuals, high-net-worth clients, retirement plans, trusts, and privately held businesses. The firm develops client-specific investment strategies and offers primarily non-discretionary portfolio supervision, allowing clients to retain transaction approval authority.

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 is a CFP® professional with six 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 provides advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans through tiered service offerings that include comprehensive financial planning and portfolio management. The firm employs a risk-based investment process combining fundamental and technical analysis, with a primarily long-term orientation that allows for tactical adjustments and varied investment strategies.

Lawrence Busch is a CFA® charterholder with four years of industry experience, currently serving as an advisor at Sage Capital Management LLC in Stockton, NJ. He has been with Sage Capital Management since 1999. Sage Capital Management advises individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, estates, and business entities. The firm employs a core-and-satellite, strategic asset allocation approach that combines passive ETFs with actively managed strategies and provides discretionary portfolio management, financial planning, retirement plan consulting, and management of a private real estate pooled investment vehicle.

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.

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.

Amy Garry is a financial advisor at Yardley Wealth Management LLC with a Series 65 credential and two years of industry experience. Prior to joining the firm, she held positions at the University of Pennsylvania and Penn State University in various administrative and educational roles. Yardley Wealth Management serves individual and high-net-worth clients as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides primarily discretionary portfolio management focused on mutual funds and ETFs, offering customized investment advice and model portfolios designed for different risk tolerances.

Michael Deo is a financial advisor with Carota Wealth Management, holding a Series 65 designation and 24 years of industry experience. He has worked at multiple firms, including American Portfolios Financial Services and Brandywine Financial Group Inc., and is also a certified public accountant and partner at BKC, CPAs, PC. Deo serves as a trustee of the Peter & Mary Batey Irrevocable Trust. Carota Wealth Management provides investment advisory services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm combines fundamental and technical analysis with a proprietary macroeconomic framework, Market Pulse Regimes℠, to guide portfolio construction and offers discretionary management including digital assets and cryptocurrencies.

Nicholas Wetzel is a CFP® with seven years of industry experience currently with Prometheus Capital Management Corp. and The Investment Center, Inc. since 2021. He previously worked at Goldman Sachs and KeyBank National Association. Outside of his advisory role, Wetzel volunteers as a sub-group leader for the South Jersey Real Estate Investors Association, organizing local events and educational seminars on financial planning for landlords. Prometheus Capital Management Corp. is an SEC-registered adviser providing investment supervisory services, financial planning, and consulting to individuals, high-net-worth clients, retirement plans, trusts, and privately held businesses. The firm develops client-specific investment strategies and conducts portfolio supervision primarily on a non-discretionary basis, combining fundamental, technical, and asset-allocation approaches.

Robert Barth is a financial advisor at Aventine Financial Group with a Series 65 credential and three years of industry experience. Prior to joining Aventine Financial Group in 2022, he worked six years at RSM US LLP. Aventine Financial Group is an SEC-registered adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers comprehensive financial planning and investment management, combining fundamental and technical analysis to tailor portfolios generally built with low-cost mutual funds and ETFs.

Tyler Breder is a CFP® professional with nine years of experience in the financial services industry. He has worked at PTM Wealth Management, LLC since 2020 and previously held roles at Charles Schwab and The Vanguard Group. PTM Wealth Management is a small, supported registered investment adviser managing approximately $175 million for individual and high-net-worth clients. The firm offers discretionary investment management combined with financial planning, using a long-term investment approach focused on fundamental analysis and primarily employing low-cost mutual funds and ETFs.

Kenneth Weingarten is the sole advisor at Weingarten Associates, L.L.C. in Lawrenceville, NJ. He holds a Series 65 designation and has 23 years of industry experience, serving clients through his firm since 2003. Weingarten Associates advises individuals, high-net-worth clients, trusts, charitable organizations, and pension/401(k) plans, offering fixed-fee financial planning and ongoing wealth management services. The firm employs an academic, market-efficient investment approach focused on low-cost passive funds and applies the Fama–French three-factor model, while also providing tax and accounting services through an affiliated CPA.

Louis Fancher III is a CFP® and ChFC® with 29 years of experience in the financial industry. He currently serves as an advisor at 46 Peaks Investment Advisory Group, where he has worked since 2020. Prior to that, he held roles at M Holding Securities, Inc. and KB Financial Partners, LLC. Outside of financial advising, he is treasurer of Pediatric Therapeutics, Inc., a contracting agency. 46 Peaks Investment Advisory Group provides comprehensive financial planning, retirement-plan consulting, and portfolio management for individuals, trusts, estates, charitable organizations, and business entities. The firm tailors investment advice based on client objectives and employs a mix of mutual funds, ETFs, and other investment vehicles, typically managing assets on a discretionary basis.

Joseph Weidenburner is a financial advisor at Aeternitas Investment Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has held roles at Apex Financial Advisors, Inc., JRW Financial LLC, and the Defense Logistics Agency. He is also the managing member and attorney of Weidenburner Legacy Law, PLLC, an estate planning law practice. Aeternitas Investment Management provides fee-only, asset-based investment management primarily for institutional, trust, business, and charitable clients. The firm uses a systematic, technical trend-following approach combined with fundamental and global macro analysis, managing concentrated portfolios with strict risk controls on a discretionary basis.

Jesse Danielson is a CFP® professional with nine years of industry experience, currently serving as an advisor at Duke and Duke Wealth Management LLC since 2024. His prior experience includes roles at The Vanguard Group, Raymond James & Associates, and D.K. Brede Investment Management. Outside of his advisory work, he is also engaged as a delivery driver in Wayne, PA. Duke and Duke Wealth Management primarily serves individual clients with asset management and written financial planning, managing approximately $101.6 million across about 244 accounts. The firm emphasizes non-discretionary management with long-term investment approaches, focusing on mutual funds and ETFs and providing services through licensed advisers with custody maintained at Schwab.

Erik Mosholt is a CFP® professional with 33 years of experience in the financial industry. He is currently with 46 Peaks Investment Advisory Group, where he has worked since 2020. His prior experience includes roles at M Holding Securities, Inc. and Kb Financial Partners, LLC. 46 Peaks Investment Advisory Group provides comprehensive financial planning, retirement-plan consulting, and portfolio management services for individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes tailored investment advice using a combination of valuation, expected-return, diversification, and technical analyses, typically implementing portfolios with mutual funds and ETFs on a discretionary basis.