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.

Troy Moyer is a CFP®-certified financial advisor with 21 years of industry experience. He is the principal of Moyer Wealth Management in Lansdale, PA, where he has worked since 2017, following previous roles at First Capital Advisors Group and HJ Wealth Management LLC. Outside of financial advising, he serves on the board of a local youth soccer league. Moyer Wealth Management provides investment advisory services, portfolio management, and financial planning to individual and high-net-worth clients. The firm combines tax preparation and bookkeeping through its CPA ownership and employs a range of investment strategies tailored to clients’ objectives, risk tolerance, and time horizons.

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.

Marc Butler is an investment advisory representative at Anthony Petsis & Associates Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses. Butler has held roles at firms including BNY Mellon Albridge and Skience, and he operates a consulting business focused on wealth technology. He is also a co-author of the book *Funding a New Business for Dummies* and serves on the board of directors of ProNvest. Anthony Petsis & Associates Inc. provides personalized financial planning and consultative services to individuals, pension and profit-sharing plans, charitable organizations, and corporations, delivering written plans and single-subject advice without managing client assets on a continuous basis. The firm employs a process based on fundamental analysis with a mix of long- and short-term purchase strategies, offering fee-for-service engagements and utilizing third-party estate-planning tools.

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.

William Davis is a CFP® professional with 13 years of industry experience. He currently serves at Vericrest Private Wealth, LLC and previously worked at Ameriprise Financial Services, Inc. and Prism Advisory Group LLC. Outside of his advisory role, he is an adjunct instructor in financial planning, a performing musician, and serves on the boards of the Lower Bucks County Chamber of Commerce and the Going Beyond Assistance Fund nonprofit. Vericrest Private Wealth provides investment management and financial planning to individuals, including high-net-worth clients, and institutional clients such as retirement plans. The firm emphasizes asset allocation through diversified, low-cost ETF portfolios and utilizes third-party sub-advisors along with ongoing account monitoring.

David Dewitt is a CFP® and holds a Series 65 license, with eight years of industry experience. He has been with DeWitt Capital Management since 2016. DeWitt Capital Management serves individual and high-net-worth clients, trusts, and estates, and provides sub-advisory services to other registered investment advisers. The firm uses a combination of fundamental and technical analysis alongside proprietary and third-party tools to build globally diversified portfolios and runs a specialized Energy Income Strategy focused on publicly traded master limited partnerships.

John Shumski is a financial advisor with Networth Asset Management, Inc., holding a Series 66 designation and over 20 years of industry experience. He has worked at Networth Asset Management since 2012 and previously at Intercarolina Financial Services, Inc. and Transitional Broker LLC. Outside of advisory services, he is president of Wealth Planners Group, where he sells insurance products and provides consulting for debt and estate management. He also serves on the state board of the National Association of Insurance and Financial Advisors. Networth Asset Management offers fee-based investment advisory and consulting services to individuals, pension and profit-sharing plans, corporations, and trusts, managing portfolios on a discretionary basis. The firm serves both individual and high-net-worth clients, utilizing model portfolio asset allocations aligned with client objectives and regularly reviews accounts to adjust investment strategies accordingly.

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.

Brad Heindel is a CFP® professional with 27 years of industry experience, currently serving as an advisor at 46 Peaks Investment Advisory Group since 2020. He previously worked at M Holding Securities, Inc. and Kb Financial Partners, LLC from 2012 to 2020. 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 uses tailored investment strategies incorporating long-term target allocations and tactical models, typically emphasizing mutual funds and ETFs.

Francis Walsh is a financial advisor at Opulus with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, and Susquehanna International Group. Opulus provides financial planning and advisory services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm uses a range of investment strategies and typically places clients onto professionally managed model portfolios through unaffiliated sub-advisers, offering ongoing performance monitoring and regular reviews.

William Aquila is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Waypoint Financial, LLC since 2016. He holds the Series 66 designation and operates out of Dublin, PA. Waypoint Financial, LLC provides investment management, comprehensive financial planning, and fee-based fundamental research to individuals, small businesses, and 401(k) plans. The firm emphasizes passive investment strategies using index funds and ETFs, tailored portfolio management, and offers participant education for 401(k) plans along with related workshops.

Edward Kohlhepp Jr. is a CFP® with 29 years of industry experience. He is the president and owner of Kohlhepp Investment Advisors, Ltd. and has been associated with the firm since 2000. He also serves as a board member of Men of LaSalle, a nonprofit organization. Kohlhepp Investment Advisors, Ltd. serves individual and high-net-worth clients as well as ERISA plans, providing discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm constructs individualized portfolios using fundamental and technical analysis and offers both in-house management and access to third-party money managers, with account supervision guided by clients’ objectives, time horizons, and risk tolerances.

Christian Noyes is a financial advisor at Dillon Capital Management with nine years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wedgwood Investment Partners Inc. Additionally, Noyes owns and manages two property management companies in Moorestown, New Jersey. Dillon Capital Management provides investment management and consulting services to individual and institutional clients, including retirement plans and insurance companies. The firm employs a long-term, risk-conscious investment process that integrates quantitative screening and fundamental research across diversified equity strategies.

Howard Gottlieb is a financial advisor at Sage Capital Management LLC with 27 years at the firm and four years of industry experience. He holds Series 63 and Series 65 licenses. 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 utilizes a core-and-satellite, strategic asset allocation approach combining passive ETFs with active management and provides discretionary portfolio management, financial planning, and retirement plan consulting services.

Heidi Hirsh is a financial advisor with Anthony Petsis & Associates Inc. She holds Series 63 and Series 65 credentials and has 26 years of industry experience. Her prior roles include positions at Goldman Sachs/United Capital Financial Advisers and Cetera Advisor Networks. Anthony Petsis & Associates Inc. provides personalized financial planning and consultative services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm delivers written plans and single-subject advice without managing client assets on a continuous basis.

Andrew Dziedzic is a financial advisor at Prepared Retirement Institute LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Financial Strategies Advisory and Geneos Wealth Management. Outside of advising, he is involved in tax preparation services and acts as an independent representative for various fixed insurance carriers. Prepared Retirement Institute LLC provides discretionary portfolio management and financial planning primarily to individual and select corporate clients. The firm uses tailored portfolios, third-party model portfolios, and direct mutual fund platforms, emphasizing fundamental analysis, long-term strategies, and ongoing portfolio monitoring.

Barry Pflueger Jr. is a CFP® professional and founder of Pflueger Wealth with over four decades of experience in the financial industry, primarily at First National Bank of Newtown. He established Pflueger Wealth in 2025 to provide investment management and financial consulting services. Pflueger Wealth offers discretionary investment management and standalone consulting services to individuals, families, business owners, trusts, nonprofits, and other entities. The firm combines quantitative and qualitative analysis with modern portfolio theory and charting to build diversified portfolios and provides both traditional asset-based management and fee-based consulting without trading authority.

Thomas Hartley is a Series 65-licensed financial advisor with 11 years of industry experience. He has been with Hartley Advisors Corp. since 2014. Hartley Advisors Corporation is a fee-only, SEC-registered boutique firm serving individuals, families, trusts, and employer-sponsored retirement plans. The firm combines top-down economic analysis with bottom-up fundamental and technical research to manage diversified portfolios tailored to client-specific guidelines.