Paul Sloate is the principal of Green Drake Advisors LLC in Bryn Mawr, PA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Green Drake Advisors since 2015 and also operates Green Drake Partners LLC, established in 2003. Outside of advisory work, Mr. Sloate serves as CEO and founding partner of WSL Family Office & Private Wealth Management, LLC, is a director and corporate secretary of MiRealm, Inc., engages in public speaking on economic and market topics, and teaches economics as an adjunct professor at Manor College. Green Drake Advisors serves individuals, families, trusts, charitable organizations, pensions, and corporations by providing discretionary investment management alongside financial and consulting services. The firm employs a low-turnover deep-value equity strategy combined with customized allocations to ETFs, mutual funds, bonds, and third-party managers, and frequently works with institutional-type clients.

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.

Keith McGowan is a financial advisor at American Advisors LLC with nine years of industry experience. He holds a Series 65 designation and has been with American Advisors LLC since 2016. In addition to his advisory role, he manages a family partnership through McGowan Enterprises. American Advisors LLC offers portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and employee benefit plans, employing a range of investment strategies including options trading and short sales within discretionary accounts.

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.

Brian Dougherty is a financial advisor with PLC Investment Solutions, LLC in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His background includes roles at Coppell Advisory Solutions LLC, Elite Investment Team LLC, and Thrive Capital Management, among others. He is also vice president and treasurer for several nonprofit organizations. PLC Investment Solutions provides discretionary and non-discretionary advisory services primarily to individuals and high-net-worth clients, often directing them to third-party professional money managers. The firm uses quantitative analysis, portfolio modeling, and Monte Carlo simulations in its investment process and offers educational webinars on financial topics.

William March III is a financial advisor at Spring City Partners, LLC in Philadelphia, PA, with nine years of industry experience. He holds Series 63 and Series 65 designations and worked at Janney Montgomery Scott LLC from 2015 to 2018 before joining Spring City Partners, where he has been since 2018. Spring City Partners provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, and charitable organizations. The firm employs a long-term, value-oriented investment approach using fundamental analysis and proprietary alternative data, with portfolios often concentrated and designed for absolute return, sometimes incorporating margin, options, and special-situation holdings.

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.

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.

Hans Sharma is the founder and president of Sharma Associates, Inc., an independent registered investment advisory firm based in Conshohocken, PA. He holds the CFP® designation and Series 63 license and has 37 years of industry experience. Prior to founding his firm, he worked at Kovack Securities Inc., MerCap Securities, LLC, and Innovation Partners LLC. Outside of his advisory work, he is the founder and a volunteer director of the Himalayan Hope Charitable Foundation, a public charity supporting education. Sharma Associates provides comprehensive financial life and retirement planning along with portfolio management for individual clients. The firm utilizes exchange-traded funds and individual stocks to build diversified portfolios with an emphasis on long-term, tax-conscious investing and retirement income solutions.

Daniel Vass is the principal advisor at VASS Financial Strategies in Lafayette Hill, PA, holding a Series 66 designation with 12 years of industry experience. He founded VASS Financial Strategies in 2015 and is licensed to sell life and health insurance, dedicating approximately 15% of his time to insurance sales. VASS Financial Strategies offers investment management and comprehensive financial planning services to individual households, high-net-worth clients, and retirement/pension plans. The firm uses a blend of active and passive investment techniques, manages accounts on a discretionary basis with quarterly reviews, and provides retirement plan consulting and fiduciary services to employer plan sponsors.

Neil Werberig is the owner and sole advisor at Maximum Asset Strategies with 43 years of industry experience. He holds a Series 63 designation and has worked at Maximum Asset Strategies since 1987, with prior experience at Madison Avenue Securities. Outside of his advisory role, he serves as president of Tree of Life Ministries, a nonprofit organization, and volunteers in an advisory capacity on the Upper Makefield Township Pension Committee. Maximum Asset Strategies is an independent, sole-practitioner firm that provides financial planning and consulting services to individuals, high-net-worth clients, and entities such as trusts and estates. The firm refers investment assets to third-party money managers and focuses on non-discretionary advice, offering written financial plans and educational seminars rather than direct portfolio management.

Ronald Saul II is a CFP®-certified financial advisor with 16 years of industry experience. He is the principal at Omaris Financial, LLC, where he has worked since 2021, with prior experience at Collective Wealth Partners and Vanguard. In addition to advisory work, he is involved in financial education and literacy through creating content, hosting webinars, and one-on-one coaching as part of his role at Omaris Financial. Omaris Financial, LLC is an independent registered investment adviser that serves individuals, high-net-worth clients, and businesses. The firm combines passive and active investment strategies, offers both project-based and ongoing financial planning, and uses outside managers and model portfolios with a focus on personalized portfolio management and third-party manager selection.

My name is Rob Stromberg. I’m a CFP® and the founder of Mountain River Financial. I provide fiduciary and fee-only advice, investment management, and financial planning to six-figure earners in their 30s and 40s. I focus on helping clients make wise and purposeful decisions with their money so they can live a rewarding life today while building wealth for a successful tomorrow. With insight gained from my time working at an institutional wealth management firm in Connecticut where I consulted with other independent advisory firms to help them build better portfolios for their clients and more efficient overall advisory practices, I got my CFP® certification and founded Mountain River Financial so that I could begin working directly with my core client market of high-income earners under 50. I’m an active member of NAPFA and the XY planning network and am a frequent contributor to publications including The Wall Street Journal, US News & World Report, The Washington Post, Investment News, CNN Business, Nerdwallet and Yahoo! Finance, among others. Above all else, I’m committed to being the best husband and dad I can be. When I’m not manning the helm at Mountain River, you’ll find me enjoying quality time with my wife Kara, son Noah, daughter Addison, and our dog Autumn. We love spending time at the shore, generally enjoying the outdoors, and hanging together with our large extended family around the mid Atlantic.

Timothy Duckett is a CFA® charterholder with 13 years of industry experience. He is the principal of Bright Forge Capital, LLC, where he has worked since 2017. His prior experience includes roles at PNC Wealth Management, Wells Fargo Clearing, Merrill, and a period as a self-employed advisor. Bright Forge Capital provides investment management and comprehensive financial planning to individual, high-net-worth, charitable, and corporate clients. The firm employs a core-satellite investment approach combining passive index exposure with active satellite positions, using fundamental and technical analysis to manage discretionary accounts.

George Antonak is a financial advisor at Thrift Financial, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at ClearBridge Investments, Legg Mason Investor Services LLC, Harding Loevner Funds, and Quasar Distributors, LLC prior to joining Thrift Financial in 2021. Thrift Financial provides investment management and consulting services to individual and institutional clients, including endowments, foundations, trusts, estates, and businesses. The firm employs a combination of fundamental analysis and Modern Portfolio Theory with varied allocation strategies, and is notable for its active work with institutional clients and pension consulting for government, public, and private plans.

Stephen Kovach is a financial advisor with Global Advisers, LLC in Philadelphia, PA, holding Series 63 and Series 65 designations and possessing 17 years of industry experience. He has been affiliated with Wall Street Global Advisers, LLC since 2015. Kovach serves on the Boards of Directors for The International Business Development Institute and The Boston Graduate School of Business, both nonprofit educational organizations. Global Advisers advises a diverse client base including individuals, families, trusts, charitable organizations, businesses, and plan sponsors. The firm employs Modern Portfolio Theory within a top-down analytical framework to create customized investment policies and manages portfolios using a range of instruments, while also providing financial planning and managed philanthropy services.

William McKenna is a financial advisor at McKenna & Sullivan Inc with 45 years of industry experience. He holds the ChFC® designation and Series 63 license and has been with McKenna & Sullivan since 1999. The firm provides estate and financial planning, personal money management, small business consulting, and investment management services to individuals, estates, trusts, retirement plans, and businesses. Their investment approach emphasizes non-discretionary asset management, utilizing SEI institutional model portfolios and mutual funds, with client approval required for all trades and rebalancing.

Steven Clott is a Certified Financial Planner (CFP®) and Certified Public Accountant (CPA) with 40 years of industry experience. He is the managing member of Dedicated Investment Advisers LLC, a firm he has been with since 2003, and has also worked as a broker at Leonard B Halpern since 2010. Outside of investment advisory, he is involved as a managing member of an insurance agency and maintains a CPA practice during tax season. Dedicated Investment Advisers LLC provides fee-based investment management and financial planning services to individuals, small businesses, and retirement accounts. The firm employs a strategic asset allocation approach combining low-cost index and ETF core holdings with selectively chosen active managers, and offers additional tax preparation and insurance services through affiliated entities.

Ben Engel is a financial advisor at Modesto Capital with a Series 65 designation and two years of industry experience. He has held roles at WideQ Financial and Meged Funding Group, where he performs accounting and finance tasks alongside his advisory work. Modesto Capital serves individual investors, high-net-worth individuals, and businesses, offering discretionary asset management, comprehensive financial planning, and retirement-plan advisory services. The firm combines public seminars and workshops with pension consulting and manages a concentrated client base with a focus on strategic asset allocation and ongoing portfolio monitoring.

Glen Frost is a CFP®® professional with 26 years of experience in the financial services industry. He is the principal of Frost Financial Advisory Group LLC, an independent advisory firm based in Philadelphia, PA. Prior to founding his own firm, he worked at Morgan Stanley for over 20 years and spent time with Ameriprise and Wells Fargo Advisors. Frost Financial Advisory Group LLC provides discretionary asset management to individuals, high-net-worth clients, trusts, small businesses, and estates. The firm employs modern portfolio theory and asset allocation to build portfolios tailored to clients’ objectives, risk tolerance, and time horizon, with quarterly reviews and discretionary trading authority.