Brian Schreiner is a financial advisor with 24 years of industry experience, currently operating as the sole advisor at Alpha Rock Investments, LLC. He holds Series 65 and Series 63 licenses and has previously worked at Metric Financial LLC, Integral Wealth Securities LLC, and CMG Capital Management Group Inc. Alpha Rock Investments, LLC is an independent, single-advisor registered investment adviser that provides individualized asset management and comprehensive portfolio management to individuals, trusts, pension, and business clients. The firm employs a diverse set of research methods and strategies, including long-term buys, tactical trades, and the use of private credit and alternative investments alongside public securities.

Brian Lureen is the President and CEO of Heritage Advisory Services, Inc., an independent firm based in Malvern, PA. He holds Series 63 and Series 65 designations and has 38 years of industry experience. Since 2007, he has been involved with several affiliated entities including Heritage Fincorp, Inc., Heritage Wealth Management Services, Inc., and Heritage Financial Systems, Inc. In addition to his advisory role, he manages strategic growth, compliance, and corporate initiatives across these companies. Heritage Advisory Services serves individuals, pension and profit-sharing plan participants, trusts, accredited investors, and high-net-worth clients. The firm employs a tactical asset-allocation strategy combining fundamental screening, technical indicators, and both active and passive management, with a primarily non-discretionary approach aligned to client objectives and risk profiles.

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. 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.

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.

Jonathan Mcsurdy is a CFP® and ChFC® with 15 years of experience in financial advising. He is the sole advisor at Axiom Investment Solutions LLC, an independent firm based in Doylestown, PA. In addition to his advisory work, he consults on budgeting and cash flow planning at the Alpha Center for Divorce Mediation and serves on the board of the Doylestown Historical Society. Axiom Investment Solutions LLC provides fee-only investment management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes indexed mutual funds and ETFs for broad market exposure and expense control, operates primarily on a non-discretionary basis, and manages approximately $51.4 million across about 70 client accounts.

Jake Landau is a CFP® professional with 11 years of industry experience, currently operating Woolstone Wealth Management. His career includes roles at Vanguard, Charles Schwab, and Schwab Wealth Advisory, as well as a position with Men in Blazers. Woolstone Consulting LLC, founded in 2026, is an independent, fee-only registered investment adviser providing discretionary investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm integrates modern portfolio theory through a blend of passive and active strategies and offers financial planning both alongside investment management and as a standalone service.

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 a CFP® professional with 36 years of experience in the financial industry. He is the founder and president of Sharma Associates, Inc., an independent registered investment advisor firm he has led since 2001. Prior to establishing his firm, he held positions at Innovation Partners LLC, MerCap Securities, and Kovack Securities. Outside of his advisory work, Sharma is the founder and volunteer president of the Himalayan Hope Charitable Foundation, a public charity supporting education. Sharma Associates provides comprehensive financial planning and portfolio management primarily for individual clients, focusing on retirement planning and income solutions. The firm employs a fiduciary, CFP-based planning process with diversified, ETF-centered allocations and manages a substantial portion of assets on a non-discretionary basis.

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.

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.

Richard Byrne is the sole advisor at Divi-Vest Advisors with 44 years of industry experience. He holds Series 63 and Series 65 designations and has led Divi-Vest Advisors since 1991. Outside of his advisory role, Byrne serves as managing partner of Colorfield Partners, an artist’s estate management firm. Divi-Vest Advisors is an independent, fee-only investment adviser serving high-net-worth individuals and institutional clients. The firm focuses on dividend-yield and dividend-growth equity selection, primarily using stocks from major indices, and manages assets on a discretionary basis.

Ronald Saul II is a CFP®-certified financial advisor with 16 years of industry experience, currently serving at Omaris Financial, LLC. His prior roles include positions at Vanguard and Collective Wealth Partners, LLC. He is also involved in financial education and literacy, creating content, hosting webinars, and providing one-on-one coaching through Omaris Financial. Omaris Financial, LLC provides financial planning and investment management services to individuals, high-net-worth clients, and businesses. The firm blends passive and active investment strategies, constructs individualized policies, and incorporates third-party managers in its portfolio management.

Joshua Fennimore is the sole advisor at Benchmark Financial, an independent advisory firm located in Schwenksville, PA. He holds Series 63 and Series 65 credentials and has 19 years of industry experience, with 18 years at his own firm, Fennimore Advisory, LLC dba Benchmark Financial. Benchmark Financial serves individuals, trusts, estates, and businesses with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm customizes portfolios using mutual funds, ETFs, individual stocks and bonds, and provides ongoing reviews and communication while integrating third-party platforms for consolidated reporting and planning.

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 and holds a Series 66 license with 13 years of industry experience. He has been with Bright Forge Capital, LLC since 2017 and previously worked at PNC Bank and 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 uses a core-satellite investment approach, combining passive index exposures with active satellite positions and incorporates behavioral finance, business-owner consulting, and personalized indexing strategies in its 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.

I founded DeLuca Financial Planning to offer a more thoughtful, planning-focused approach to financial advice—one centered on the individual, not just the portfolio. Before starting the firm, I worked at Vanguard, studying investor behavior and how financial decisions are made. Analyzing the decisions of millions of investors meant working with assumptions. I’ve seen firsthand how quickly those assumptions can break down when life gets involved. That experience reinforced an important reality: while broad assumptions can be made based on factors like age or wealth, real financial decisions are far more personal and nuanced. Our approach is planning-first. Investment decisions are made in the context of a broader financial plan, with an emphasis on clarity, coordination, and long-term alignment. We offer flexible options, from one-time plans to ongoing advice and investment management. We believe that planning isn’t about working toward a predefined outcome—it’s about understanding what matters to you and building a plan designed to move you toward it. Because in practice, the most effective plan isn’t the one that looks perfect on paper—it’s the one that reflects your priorities and that you can follow consistently over time.