Paul Murray is a financial advisor at PTM Wealth Management, LLC with 25 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at Kestra Financial Services, Inc. and earlier positions within PTM Wealth Management. Outside of advising, he is also a songwriter. PTM Wealth Management serves individual and high-net-worth clients by combining comprehensive financial planning with discretionary investment management. The firm follows a long-term, fundamental analysis investment approach, utilizing diversified mutual funds, ETFs, and individual securities to meet client needs.

Luc Lawson is a financial advisor at Diccianni Financial Group, Inc. with five years of industry experience. He holds the Series 65 and Series 63 designations and has worked at Diccianni Financial Group and Leigh Baldwin & Co., LLC since 2020. Lawson’s background also includes roles at 1847 Financial, IntePros consulting, Medi-Dose Inc, and Indiana University of PA. Diccianni Financial Group provides wealth management, tax planning, and estate planning services to individuals, high-net-worth clients, and pension plans. The firm uses a strategic asset allocation approach focusing on passively managed index funds and ETFs, supplemented by individual equities and actively managed funds, with client accounts reviewed at least quarterly.

Robert Vile is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at Prime Solutions Financial Services Corp. He has been with the firm since 2003. PrimeSolutions provides investment advisory services primarily to individual, non-high-net-worth households, employing a bottom-up, growth-oriented equity strategy with diversified portfolios supplemented by fixed income and customized balanced approaches. The firm also offers institutional consulting services including asset allocation studies and forensic accounting.

Todd Purring is an investment advisor representative at Kohlhepp Investment Advisors, Ltd. with 15 years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Inc. and Kohlhepp Investment Advisors since 2014. Outside of his advisory role, he coaches youth athletics at the Penn Athletics Club. Kohlhepp Investment Advisors serves individual and high-net-worth clients as well as ERISA plans, offering discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm constructs individualized portfolios using fundamental and technical analysis and provides both in-house management and access to third-party money managers.

Neal Keitz is the sole advisor at Keitz Investment Management Ltd. in Jenkintown, PA, with 31 years of industry experience. The firm has a background in accounting, reflecting Keitz’s prior ownership of an accounting practice and experience as a Certified Public Accountant. Keitz Investment Management Ltd. provides discretionary investment management and standalone advisory services to individual investors, trusts, non-profits, and corporate clients. The firm follows a value-investing philosophy through its internally developed K.I.M. System, focusing on long-term equity ownership, active security selection, diversification, and tax-aware portfolio management.

Ryan Kelly is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Duke and Duke Wealth Management LLC since 2025 and previously held positions at FutureFWD Advisors, Thrive Financial Services, Boenning & Scattergood, and Thrive Wealth Management. Duke and Duke Wealth Management LLC provides asset management and written financial planning primarily to individual clients, managing about $101.6 million across approximately 244 accounts. The firm offers non-discretionary management with a focus on long-term investments and due diligence of third-party managers, typically recommending mutual funds and ETFs.

Rick Vala is a CFP® professional with nine years of industry experience. He is currently with VaMa Oak Wealth, LLC, where he has worked since 2023. Prior to joining VaMa Oak Wealth, he held roles at Bank of America, N.A. and Merrill. VaMa Oak Wealth serves individuals, trusts, retirement plans, and corporate entities, offering portfolio management, financial planning, and consulting services. The firm uses a multi-faceted investment approach that includes fundamental, quantitative, and technical analysis, with portfolios monitored and rebalanced regularly across various asset classes.

Cauldon Quinn is a financial advisor at Bancroft Capital, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at CFG Capital Markets, LLC since 2017. Bancroft Capital provides investment advisory and retirement plan services primarily to institutional and plan clients, including pension and profit-sharing plans, banks, corporations, and high-net-worth individuals, with a focus on ERISA retirement consulting and financial planning for individuals, trusts, and charitable organizations. The firm emphasizes long-term investment strategies, portfolio diversification, and offers both discretionary and non-discretionary management under various ERISA arrangements.

Joseph Paul is a financial advisor at Trident Advisors Inc with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cresap Inc. and Trident Advisors since 1999. Outside of his advisory role, he consults on outside investments, including real estate, and occasionally conducts insurance sales. Trident Advisors is an SEC-registered investment adviser serving individual investors, including high-net-worth clients, as well as corporate clients, trusts, and non-profit organizations. The firm provides discretionary and non-discretionary portfolio management with a focus on long-term investing using a style-allocation framework that considers risk tolerance, income needs, and time horizon.

Austin Benoff is a financial advisor at Prosperity Advisers, LLC with three years of industry experience. He holds the Series 65 designation and previously worked full-time in education for seven years. Prosperity Advisers, LLC is a fee-only registered investment adviser managing approximately $376 million in discretionary assets for individuals, pension plans, trusts, and other entities. The firm offers tailored portfolio management using fundamental, technical, and cyclical analysis, and provides a range of services including financial planning, annuity management, and ERISA plan consulting.

Rebecca Drexler Bleivik is a financial advisor at Cooper Eagle, LLC with one year of industry experience. She holds a Series 65 designation and has worked at Cooper Eagle since 2022. Prior to her advisory role, she was involved with Delaware Valley Christian Camp for five years. Cooper Eagle provides discretionary and non-discretionary portfolio management and comprehensive wealth management to individuals, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes a long-term investment approach using low-cost, diversified mutual funds and ETFs, with customized portfolio management aligned to client-specific objectives and risk tolerances.

Abigail Vick is a financial advisor at Paradigm Money Management, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Paradigm Money Management since 2019. In addition to her advisory role, she is involved with Paradigm Insurance Services, LLC, where she spends approximately half of her time as a licensed insurance agent focused on fixed insurance sales. Paradigm Money Management provides financial planning and retirement-plan advisory services to individuals and businesses, specializing in tiered planning engagements and 3(21) ERISA plan support. The firm acts primarily as a planner and coordinator, recommending third-party managers and advisory platforms rather than managing client assets directly.

Stephen Blumenthal is a financial advisor at CMG Capital Management Group, Inc. with 42 years of industry experience. He holds Series 65 and Series 63 licenses and has been with CMG since 1994, serving as CEO and CIO. Prior to CMG, he worked at Purshe Kaplan Sterling Investments, Amera Securities, and Metric Financial. CMG Capital Management Group serves individual and high-net-worth clients through discretionary and non-discretionary portfolio management, as well as providing asset-management platform services to other advisers. The firm employs systematic, quantitative, and tactical strategies and offers access to a broad range of investment vehicles, including private funds and third-party strategist models.

Brent Gomer is a financial advisor at BTG Capital LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Distribution, Inc. and Houlihan Lokey Capital, Inc. before joining BTG Capital in 2025. BTG Capital LLC provides wealth management, financial planning, and retirement plan consulting to both non-high-net-worth and high-net-worth individuals, as well as employer-sponsored plans and organizations. The firm combines passive and active investment strategies with various analytical methods to manage portfolios across a range of asset classes and emphasizes longer-term holdings while allowing for shorter-term trades.

Thomas Marchozzi is a financial advisor at Pinnacle Strategic Wealth Management, LLC in King of Prussia, PA, with 20 years of industry experience. He holds a Series 66 designation and has been with Pinnacle Strategic Wealth Management since 2011. In addition to his advisory role, he is involved in offering fixed insurance products, including life, disability, annuities, and long-term care. Pinnacle Strategic Wealth Management provides discretionary wealth management and financial planning services to high-net-worth individuals, mass-affluent clients, and business clients. The firm employs Modern Portfolio Theory for portfolio construction and manages accounts primarily on a discretionary basis, while also offering insurance solutions through licensed representatives.

James Smith is a financial advisor at Prime Solutions Financial Services Corp. with 24 years of industry experience. He holds the Series 63 designation and has worked at Prisol Securities, Inc. since 2001, alongside his longstanding tenure at Prime Solution Financial Services Corp. since 1999. Prime Solutions provides investment advisory services primarily to individual, non–high-net-worth clients, using a bottom-up, growth-oriented equity approach combined with fixed income and customized balanced strategies. The firm also offers institutional consulting, including asset allocation studies and forensic accounting support.

David Du Charme is a financial advisor with DuCharme Wealth Advisors, LLC in Jenkintown, PA, holding Series 66 and Series 63 licenses and having nine years of industry experience. His prior roles include positions at ID Washington Wealth Management, American Wealth Strategy Group, Minnesota Life Insurance Company, Securian Financial Services, Santander Securities, and Santander Bank. Outside of his advisory work, he serves as Treasurer and Board Member of the Milton Hershey School Alumni Association, assisting with budgeting and financial forecasting. DuCharme Wealth Advisors serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and small businesses with comprehensive portfolio management, financial planning, and retirement-plan consulting. The firm’s investment management is primarily discretionary, focusing on strategic asset allocation and tax-aware portfolios, and also offers insurance and annuity solutions through licensed representatives.

Richard Borowy is a Series 65-licensed financial advisor with Alvin Clay Financial Advisors, LLC, based in Jenkintown, PA. He has over three decades of industry experience, including 32 years at Pitcairn Trust Company and work as an independent consultant prior to joining Alvin Clay Financial Advisors. Alvin Clay Financial Advisors serves individuals, pension and profit-sharing plans, charitable organizations, corporations, and private education institutions. The firm provides discretionary portfolio management and consulting services using a goal-based, tailored approach and manages assets primarily through model portfolios and managed account programs in partnership with SEI Investment Management.

Michael Schimek is a CFP® professional at Pinnacle Strategic Wealth Management, LLC with 21 years of industry experience. He has worked at Pinnacle since 2011 and previously held roles at Simon Capital Management, Cetera Wealth Services, LLC, and Ameriprise. Schimek is also licensed to offer fixed insurance products including life, disability, annuities, and long-term care insurance. Pinnacle Strategic Wealth Management provides discretionary wealth management and financial planning services to high-net-worth individuals, mass-affluent clients, and businesses. The firm applies Modern Portfolio Theory to portfolio management and combines fee-based advisory services with insurance solutions delivered by licensed advisors.

Michael Keitz is the principal of Keitz Investment Management Ltd. in Ambler, PA, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has managed his independent firm since 1994. Keitz Investment Management Ltd. offers discretionary investment management and standalone advisory services to individual investors, trusts, non-profits, and corporate clients. The firm employs a value-investing approach centered on long-term equity ownership, active security selection, diversification, and tax-aware strategies, serving both high-net-worth and non-HNW clients.