William Heidig is a CFP® professional with 26 years of experience in the financial advisory industry. He has been with Fiscalwise, Inc. since 2000, serving as the firm's sole advisor. Fiscalwise, Inc. offers financial and investment advice to individuals, families, businesses, trusts, and estates through comprehensive financial planning, portfolio analysis, and limited-scope engagements. The firm operates primarily on a non-discretionary basis, emphasizes minimizing expenses, and provides educational outreach alongside regular client communications.

Kenneth Darby is a financial advisor at Darby Investment Services LLC with four years of industry experience and a Series 65 designation. He has a background in tax preparation, operating Darby Tax Service since 2016, and previously worked at PHI Service Company for 11 years. Darby Investment Services LLC is a fee-only financial planning firm serving individuals and families, providing advice on taxes, cash flow, retirement planning, and investment allocation. The firm offers fiduciary, non-discretionary recommendations tailored to clients’ tax situations and risk tolerance, typically focusing on no-load mutual funds, ETFs, dividend-paying large-cap stocks, and cash-equivalent instruments.

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. He has worked at several firms including Coppell Advisory Solutions LLC and Thrive Capital Management, LLC. Dougherty also serves as vice president and treasurer for multiple nonprofit organizations. PLC Investment Solutions, LLC 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, third-party portfolio modeling, and Monte Carlo simulations to develop risk-adjusted return profiles and probabilistic outcomes while offering fiduciary investment advice and educational webinars.

William March III is a financial advisor at Spring City Partners, LLC in Philadelphia, PA, with nine years of industry experience. He holds Series 65 and Series 63 designations. Prior to founding Spring City Partners in 2018, he worked at Janney Montgomery Scott LLC for three years. In addition to his advisory role, he engages in tax-preparation and bookkeeping activities outside of his investment work. Spring City Partners is an independent firm that provides discretionary investment management, written financial planning, and retirement-plan consulting to individuals, families, trusts, estates, and charitable organizations. The firm employs a long-term, value-oriented investment approach with an emphasis on fundamental analysis and proprietary alternative data sets, often using concentrated portfolios and strategies such as margin and options tailored to client risk profiles.

Warren Hyams is the sole advisor at Hyams Investments, Inc., an independent registered investment adviser based in Strafford, PA. He holds 32 years of industry experience and has managed his firm since 1993. Hyams Investments provides discretionary portfolio management primarily for high-net-worth individuals, pension and retirement plans, trusts, and corporate clients. The firm focuses on identifying undervalued equity securities through fundamental and technical analysis and employs active trading strategies, including margin, options, and short sales, often under discretionary authority. Its use of performance-based fee arrangements and management of substantial retirement assets through its principal’s trustee role are notable features.

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.

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 CERTIFIED FINANCIAL PLANNER™ professional with 26 years of industry experience. He currently leads Frost Financial Advisory Group LLC and has previously worked at Morgan Stanley and Wells Fargo Advisors. Frost Financial Advisory Group LLC provides discretionary asset management and investment advice to individuals, high net worth clients, trusts, small businesses, and estates. The firm uses a portfolio management approach based on modern portfolio theory and asset allocation, with discretionary trading authority and regular account reviews to align investments with client goals and risk tolerance.

Matthew Plaugher is a financial advisor at North Manor Capital in Philadelphia, PA. He holds a Series 65 designation and has five years of industry experience, including roles at Sei and Phasex Corporation. He began his advisory role at North Manor Capital in 2026. North Manor Capital is a newly formed, state-registered investment adviser that provides discretionary investment management and comprehensive financial planning to individuals and small businesses. The firm also offers accounting and bookkeeping services alongside advisory offerings and employs a multi-tiered investment approach tailored to client goals.

Joseph Defazio is a financial advisor at 10th Street Capital in Philadelphia, PA, with 12 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Northwestern Mutual for nine years before founding 10th Street Capital in 2022. He is also licensed to sell insurance products as part of his financial planning practice. 10th Street Capital provides discretionary portfolio management and financial planning to families, small business owners, and high-net-worth individuals. The firm primarily uses a passive investment approach with model portfolios based on ETFs and incorporates insurance products within its services.

Reid Miller is a financial advisor at Monte Capital Group LLC with 13 years of industry experience. He holds a Series 65 designation and has worked with ENGIN Partners LLC since 2014 and Millergroup Investments, LLC since 2011. Miller is also an adjunct professor at Villanova University, where he teaches corporate finance, quantitative investing, and financial engineering to graduate students. Monte Capital Group provides discretionary and non-discretionary investment advisory services to individuals, trusts, corporations, and pooled investment vehicles. The firm employs an active, multi-instrument trading approach combining quantitative and fundamental analysis across various asset classes and offers both portfolio implementation and non-discretionary advice.

Dean Spear is a financial advisor with The Benchmark Group RIA Services, LLC, holding a Series 63 designation and over 23 years of industry experience. He has been with The Benchmark Group since 1998 and has served in roles across related firms since 1997. Outside of advising, he is a partner and owner of commercial real estate ventures and is a 50% owner of Solarbridge Capital, LLC, a start-up focused on commercial solar projects. The Benchmark Group RIA Services, LLC provides comprehensive financial planning to high-net-worth individuals and owners of family-owned businesses, as well as consulting for pension and employee benefit plans. The firm’s services emphasize planning and consulting over portfolio management, working closely with clients’ legal and accounting advisers and referring plan sponsors to independent investment managers.

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.

Kurt Angstadt is a CFP® with 15 years of industry experience and currently serves as the sole advisor at K Wealth Advisors in Berwyn, PA. He previously worked at Sensening Capital Advisors, Inc. and Newbridge Wealth Management. Outside of his advisory role, he is a Partner and President at KandK Partners LLC, which occupies a small portion of his time. K Wealth Advisors is an independent, fee-only registered investment adviser offering comprehensive financial planning and portfolio management to individuals, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, integrated approach combining passive and active strategies, and provides retirement plan consulting and educational seminars alongside personalized wealth management services.

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.