Bryan Moylan is a CFP® with 15 years of industry experience and is the sole advisor at Traverse Private Wealth in Radnor, PA. His prior roles include positions at Northwest Asset Management and Beacon Pointe Advisors. Traverse Private Wealth is an independent investment adviser serving individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management and financial planning. The firm also provides retirement plan consulting and ERISA-related services, constructing client-specific portfolios using a mix of tactical, strategic, and buy-and-hold strategies.

Donald Bird is the principal of Bird Financial Group LLC, a Pennsylvania-registered independent investment advisory firm based in Philadelphia. He holds the CFP® designation and has 12 years of industry experience, including prior roles at PFM Asset Management LLC. Outside of his advisory practice, Bird is involved in coaching and speaking engagements focused on leadership, financial education, and personal growth through Bird Brand Enterprises LLC, and he produces financial planning and personal development content via Be Legendary Media Group LLC. Bird Financial Group provides financial planning and portfolio management services to individuals, families, high-net-worth clients, and business entities. The firm uses a combination of fundamental, quantitative, technical, and cyclical analysis to manage diversified portfolios tailored to clients’ objectives, risk tolerance, and time horizons.

Lawrence Portnoff is the sole advisor at AI Advisor, Inc. in Wynnewood, PA, holding 30 years of industry experience. He has been with Integrated Financial Resources, Inc. since 1989. Outside of his advisory work, he is involved part-time with a digital-marketing company and provides occasional consulting for early-stage businesses. AI Advisor, Inc. offers fee-only investment management and financial planning primarily to individual and high-net-worth clients. The firm uses fundamental analysis with a long-term investment perspective, providing discretionary portfolio management, modular consultation, and tailored financial planning.

Gregory Hart is a CERTIFIED FINANCIAL PLANNER™ with 10 years of industry experience. He has been the sole advisor at Haddon Wealth Management, LLC since 2015. Haddon Wealth Management, LLC is a fee-only, independent registered investment adviser serving individuals, high-net-worth clients, trusts, estates, business entities, and charitable institutions. The firm offers financial planning and discretionary investment management, incorporating tax-aware portfolio construction and a focus on charitable giving strategies.

I founded Alegre Wealth Management with a simple belief, money should be a source of freedom, joy, and alignment, not stress. After years advising high-net-worth clients and leading financial planning teams, I’ve learned that true wealth isn’t measured by what you have, it’s defined by how intentionally you use it. At Alegre, I partner with professionals, families, and business owners who want more than just investment management, they want a thoughtful, ongoing relationship with a planner who understands their goals, values, and life transitions. My role is to bring clarity to complexity, structure to opportunity, and a sense of calm to your financial life. With a planning approach that blends strategy and empathy, I help clients design lives that feel as good as they look on paper. Whether we’re building a comprehensive wealth plan, refining investments, or preparing for a major life shift, my goal is the same: to guide you toward a life that feels balanced, purposeful, and as our name reflects, alegre, full of joy.

Sustainable Financial Planning is a fee-only financial planning firm that provides affordable and straightforward financial planning and investment management for everyone. Frank founded SFP in 2020 to help people overcome their individual financial challenges, and he has worked with a wide range of clients that seek to build wealth, provide for their families, and retire with dignity. After twenty-five years working for large Wall Street banks and insurers, Frank left the corporate world and founded Sustainable Financial Planning. Using institutional financial planning and risk management skills honed throughout his career, Frank is now dedicated to helping people succeed in their financial lives and meet their life goals. He has always enjoyed helping people and working with numbers, and now he feels fortunate to do both simultaneously. Frank’s previous experience includes five years as Investment Senior Vice President at Prudential where he led the company’s enterprise stress testing program and liquidity risk management. Prior to Prudential, Frank spent twenty years at BNY Mellon in various roles including Managing Director and global leader of Asset Liability Management, Liquidity, Interest Rate Risk, Capital Planning, as well as risk management roles for Market Risk, Credit Risk, and Operational Risk. Frank earned an undergraduate degree in both Economics & Business and History from Lafayette College and an MBA from NYU’s Stern School of Business in Finance and International Business. Frank has earned the Certified Financial Planner (“CFP®“), Chartered Financial Analyst® designation (“CFA”), Chartered Financial Consultant® (“ChFC®”) designation and completed the Bank of New York Credit Training Program. He is a former member of the Board of Trustees for the Ranney School. He is an avid runner – having completed nine marathons in the last ten years. Frank and his wife Assunta live in Philadelphia and Lake Hopatcong, NJ.

Randolph Winton is the sole advisor at Lynch, Winton & Associates, LLC, an independent firm based in Swarthmore, PA. He holds Series 63 and Series 65 credentials and has 27 years of industry experience, all with his current firm since 1999. Lynch, Winton & Associates provides fee-only investment advisory services to individuals, families, and high-net-worth clients, focusing on nondiscretionary portfolio management and personalized written investment plans. The firm primarily uses no-load mutual funds, with an emphasis on actively managed funds, and clients retain final approval of all trades.

John Grib is a CFP® and CFA® credentialed financial advisor with 16 years of industry experience. He has been with Northport Investment Management, LLC since 2008. Northport Investment Management provides discretionary investment advice and portfolio management to individuals, high-net-worth clients, trusts, estates, and pension and profit-sharing plans. The firm employs a bottom-up, fundamental analysis approach focused on earnings-driven selection, dividend-paying companies, and appropriate fixed income, maintaining a long-term, low-turnover investment strategy.

Michael Galantino is the managing member of Philadelphia Partners Capital Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Boenning & Scattergood Inc and Chapin Davis, Inc. Galantino is also involved in insurance sales through Chapin Davis Insurance, Inc., focusing on variable and fixed insurance products. Philadelphia Partners Capital Management provides discretionary investment management to individuals, pension plans, trusts, charitable organizations, and institutions. The firm emphasizes fundamental analysis with a focus on large-cap growth equities while incorporating small- and mid-cap selections, mutual funds, and ETFs, managing accounts under discretionary authority.

Aimee Baehr is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at TA Capital Management, LLC. She has been associated with Total Alignment Wealth Advisors since 2013. In addition to her advisory role, she owns and operates a small home-based company providing clerical and administrative services. TA Capital Management offers wealth management services including asset management and financial planning to individuals, trusts, estates, and business clients. The firm emphasizes personalized portfolio construction and regular financial plan reviews, managing assets primarily on a non-discretionary basis and maintains operational affiliation with Total Alignment Wealth Advisors to leverage shared resources and software.

Matthew Kulpa is a financial advisor at CWM, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at CWM since 2021. Prior to that, he has been involved with Main Street Investment Advisors and is a principal at Roman & Kulpa, an accounting firm where he prepares individual, corporate, and fiduciary tax returns. Kulpa also serves as Treasurer on the Board of Trustees for the Roman Catholic High School Alumni Association. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Terence Brogan is a financial advisor at Brogan Asset Management, LLC with 26 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Wellington Shields & Co., LLC and Brogan Group Equity Research. Brogan Asset Management provides personalized financial planning and discretionary investment management to individual clients, focusing on services such as cash-flow and tax planning, retirement and education funding, estate planning, and ongoing portfolio supervision. The firm employs a mix of fundamental, technical, and cyclical analysis to construct and monitor portfolios, conducting regular reviews and offering financial planning on an hourly or fixed-fee basis.

John Fischer is a financial advisor at Magnolia Private Wealth, LLC in Philadelphia, PA, holding a Series 65 designation with 12 years of industry experience. He has been associated with Andalusian Wealth Management, LLC since 2002. Magnolia Private Wealth is a small, SEC-registered advisory firm managing approximately $225.7 million for around 159 clients. The firm offers customized financial planning, discretionary portfolio management, and employee benefit plan services, combining fundamental and technical methods to tailor portfolios to client objectives and needs.

Howard Trauger is a financial advisor with Philadelphia Partners Capital Management, LLC, where he has worked since 2026. He holds 33 years of industry experience, including nine years at Carnegie Investment Counsel. Philadelphia Partners Capital Management provides discretionary investment management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm’s investment approach focuses on fundamental analysis with an emphasis on large-cap growth equities and incorporates the use of mutual funds, ETFs, and tax considerations in portfolio construction.

Atul Varma is a CFA® charterholder and the founder of Burnett Lane Advisors, LLC, where he has worked since 2025. He previously held roles at Hamilton Lane and BNY Mellon, accumulating over a decade of experience in institutional finance. Outside of his advisory work, he is the founder and managing member of Care Home Health, LLC, a non-medical home care agency serving seniors and disabled individuals. Burnett Lane Advisors provides discretionary investment management and financial planning services to individuals, families, trusts, estates, retirement accounts, charitable organizations, and small institutions. The firm employs a quantitative, performance-focused, long-term investment approach, utilizing equities, ETFs, and index-based instruments, and offers integrated financial planning alongside portfolio management.

Michael Parise is a financial advisor at Copper Beech Financial Group, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at firms including American Portfolios and Family Office Partners, Inc. In addition to his advisory role, Parise is a licensed life and health insurance agent and a practicing attorney who has provided legal services related to estate document drafting. Copper Beech Financial Group offers discretionary portfolio management, financial planning, family office services, and financial audits for individuals, pension plans, insurance companies, and business entities. The firm customizes investment programs to client goals, uses third-party research and model strategies, and has a variety of non-investment affiliations including an insurance agency, broker-dealer registered representatives, and legal services.

Jessica Kagin Tropea is a financial advisor at Auerbach Investment Services, LLC with four years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Northwestern Mutual and Adam Gilson. Outside of her advisory role, she has operated JKT Events LLC and is a licensed insurance producer. Auerbach Investment Services, LLC is a small registered investment adviser serving individuals, corporations, and retirement plans with discretionary and non-discretionary investment management and pension consulting. The firm employs a broad investment approach across multiple asset classes, conducts ongoing client risk assessments, and manages approximately $150.2 million in assets.

Peter Zeuli is a CFA® charterholder with 25 years of industry experience. He has been with Philadelphia Investment Partners, LLC since 2001, where he serves as Managing Partner. Outside of his advisory role, he is the Treasurer of Hillcrest Development Corp. Philadelphia Investment Partners provides investment advisory and portfolio management services to individuals, high-net-worth clients, retirement plans, and select institutional clients, including state and municipal entities. The firm employs a top-down, macroeconomic-driven investment approach combined with quantitative and fundamental analysis for security selection.

Kathleen Schroeder is a financial advisor with RMAS, Inc. who holds Series 63 and Series 65 licenses and has 31 years of industry experience. She has worked with J Alden Associates, Alden Capital Management, Capitol Securities Management, and has been involved with Risk Management Advisory Services, Inc. since 2001. Schroeder is also vice president of Kings Management Company, where she is involved in insurance sales and tax preparation. RMAS, Inc. provides discretionary investment supervisory services and individualized portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $81.7 million across about 98 client accounts, using fundamental analysis and a mix of long- and short-term strategies tailored to client objectives and risk tolerance.

Sally Sulcove is a CFP® and CFA® with 22 years of experience in financial advising. She has been with O’Brien Greene & Co. Inc. since 2002. O’Brien Greene & Co. Inc. serves high-net-worth individuals, families, trusts, charities, and pension and profit-sharing plans by providing discretionary portfolio management, financial planning, and occasional 401(k) consulting. The firm emphasizes long-term buy-and-hold portfolios primarily composed of individual equities selected through fundamental and technical analysis, with modest use of ETFs and a dedicated fixed-income component for income and liquidity.