Jeffrey Thompson is a CFP® professional with 35 years of industry experience, currently serving as the sole advisor at Stoneridge Wealth Advisors, LLC since 2006. He is also a licensed insurance producer authorized to solicit applications for annuity and life insurance contracts. Stoneridge Wealth Advisors is an independent firm that provides non-discretionary investment advice and financial planning services to individuals, trusts, charitable organizations, private foundations, and retirement plans. The firm employs a top-down, modern-portfolio approach with an emphasis on asset allocation and diversification, and also offers pension and retirement-plan consulting alongside ongoing account monitoring and reporting.

Matthew Ramos is a CFP® professional with 18 years of industry experience. He currently leads Mpower Wealth Management, LLC, an independent firm he has been with since 2021. His prior experience includes roles at Forum Financial Management, MAR Financial Planning, and Cassaday & Co. Outside of financial advising, Ramos worked for Golfdom from 2016 to 2019. Mpower Wealth Management, LLC is a fee-only, state-registered investment adviser serving individuals, families, and institutions. The firm offers discretionary investment management and a variety of financial planning services, utilizing diversified, asset-allocation portfolios based on Modern Portfolio Theory and primarily implemented with low-cost mutual funds and ETFs.

Hi, I’m Bob Falcon. I'm the President and Founder of Falcon Wealth Managers LLC and College Funding Solutions LLC. I leverage my unique skills as a CPA (Tax) along with my CFP(R) to provide tax-efficient financial and retirement advice to my clients. The clients that I provide the most value for are those recently retired or nearing retirement. Most have saved well in their 401(k)s and IRAs but are looking at a huge tax liability the rest of their lives. They need strategies (including Roth conversions) to minimize income and IRMAA taxes in retirement. My tax CPA background plus my CFP(R) allow me to excel in helping these clients! After graduating from Villanova with a BS in Accounting, I started my financial services career working 9 years in public accounting as a CPA in Tax. I rose to the Manager level in a Big 4 Accounting firm, then broadened my expertise by earning an MBA at Kenan-Flagler Business School (UNC-Chapel Hill). Today, my goal is to make sure my clients do not pay any more tax than is legally required so that they (not the government) can enjoy their lifetime savings. As a self proclaimed "Tax Geek with Personality," I revel in helping my clients to pay as little tax as possible. I help my younger clients with their executive compensation (stock option) strategies as well as optimizing their employee benefit selections. I also provide college financial planning services that can significantly lower the family’s out of pocket cost of college. In the end, I want all my clients to share their wealth with their children, grandchildren, and their charities instead of with the government.

Nicholas Lager is a CFP® with 10 years of industry experience, currently serving as the sole advisor at Tactical Wealth Planning LLC. His prior experience includes roles at The Vanguard Group and Personal Capital Advisors, among others. Outside of finance, he works as a 911 paramedic responding to pre-hospital medical emergencies in Bucks and Chester Counties, Pennsylvania. Tactical Wealth Planning LLC provides discretionary portfolio management and comprehensive financial planning focused on healthcare cost analysis, Medicare enrollment evaluation, and gap-year income strategies for early retirees. The firm serves high-net-worth individuals and select institutional clients, employing a blend of cyclical, fundamental, and technical investment approaches with tactical use of options and alternative products aligned to client-specific plans.

Arthur Eglington is a financial advisor with Niche Investment Advisors LLC in King of Prussia, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Almanack Investment Partners and Realta Equities, Inc. Outside of advisory work, he is involved in commercial property ownership. Niche Investment Advisors provides investment management, financial planning, and qualified retirement plan consulting to individuals, high-net-worth clients, and various institutional entities. The firm employs both fundamental and technical analysis across multiple investment strategies and offers services on discretionary and non-discretionary bases.

Matthew Todorow is the principal advisor at Todorow Capital Partners LLC in Wayne, PA, holding the CFA® designation and Series 63 and 65 licenses, with four years of industry experience. He has been associated with Todorow Capital Partners since 2013. Todorow Capital Partners provides discretionary portfolio management primarily to high-net-worth individuals, managing approximately $16 million across a concentrated client base. The firm employs a fundamental analysis approach focused on growth equities, supplemented by fixed income, ETFs, and private placements, and uses both long-term and short-term trading techniques including short sales.

Richard Seiwell is the sole advisor at Seiwell Advisors, LLC in West Chester, PA, holding a CFA® designation and a Series 65 license with 27 years of industry experience. He founded Seiwell Advisors in 2003 and has served as a trustee and member of both the finance and investment committees at Catawba College, volunteering approximately 15 hours per month. Seiwell Advisors provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a fundamental analysis-based investment process, managing a small client base with a principal-led approach and conducting formal portfolio reviews at least quarterly.

David Kring is a CFP® professional with 19 years of industry experience and has led Conestoga Wealth Management since 2011. He is also a licensed insurance agent and engages in talent and entertainment activities as well as contributing to BrightScope.com. Conestoga Wealth Management specializes in financial planning and coordinates asset management through third-party managers for individuals, high-net-worth clients, and pension/profit-sharing plans. The firm emphasizes documented Investment Policy Statements, quarterly reviews, and a long-term, modern-portfolio-theory approach without maintaining discretionary trading authority or custody of client assets.

Alan Weiss is a Series 65-licensed advisor with 23 years of industry experience. He has worked at Dynamic Investment Strategies, Inc. since 2003 and has been involved with Historical Documents Co. and Blue Water Fishing Tackle Co. for multiple decades. Dynamic Investment Strategies, Inc. provides discretionary investment advisory services to individuals, trusts, estates, and business entities, focusing on mutual fund portfolios with a proprietary technical analysis approach. The firm employs short-term trading strategies, including intraday and leveraged mutual funds, and offers limited financial planning and non-investment consulting.

Robert Fertman is a financial advisor with Bryn Mawr Wealth Management LLC in Bryn Mawr, PA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Bryn Mawr Wealth Management since 2007. In addition to his advisory work, he provides personal and life coaching as well as Shiatsu bodywork, dedicating about 20% of his time to these activities. Bryn Mawr Wealth Management offers investment advisory and portfolio management services primarily to individual clients, as well as to pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses proprietary composite-based models and a formal investment policy statement process to tailor portfolios according to clients’ objectives, risk tolerances, and time horizons.

Timothy Slothower is a CFP®-certified financial advisor with 21 years of industry experience. He is the principal of Grace Financial Advisors LLC, an independent firm he has led since 2017, following prior roles at Harbor Financial Services and operating under his own dba. Outside of advising, he serves as CFO for Keener Kraftsmen LLC, a general contracting business focused on home renovations, and works as an independent insurance agent offering various insurance products. Grace Financial Advisors LLC provides comprehensive financial planning and investment management to individuals, small businesses, foundations, and charitable organizations. The firm’s investment approach combines fundamental analysis with active and passive strategies, emphasizing long-term growth, income, and capital preservation, and includes services such as retirement-plan advice and periodic educational workshops.

Robert Hackett is the principal of On Target Financial Planning and holds a Series 65 designation with two years of industry experience. He has worked at Weston Solutions Inc. since 2013, where he serves as CIO and Vice President, Director of Technology. His role at Weston Solutions is separate from his financial advising activities. On Target Financial Planning provides fee-only financial planning and tax-preparation services to individuals and high-net-worth clients through ongoing, limited-scope, and subscription-based engagements. The firm does not manage client assets or execute trades, instead offering portfolio guidance based on a combination of fundamental, technical, cyclical, and charting analyses, incorporating both passive and selectively active fund strategies.

Thomas Padilla is the principal of TP Investment Advisory Services, LLC, an independent advisory firm based in Wayne, PA. He holds Series 63 and Series 65 designations and has 24 years of experience in the financial industry. Prior to his current role, he has been associated with Wealthcare Advisory Partners, LLC since 2022 while maintaining his position at TP Investment Advisory Services since 2011. TP Investment Advisory Services provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The firm offers discretionary and non-discretionary services, including pension consulting, and conducts client assessments to propose tailored portfolios involving ETFs, mutual funds, individual securities, and periodic rebalancing.

Grant Wei is a CFA® charterholder with two years of industry experience. He is the principal advisor at Limeral Research and has previously worked at Parnassus Investments and Sanford Bernstein. Limeral Research provides discretionary portfolio management for individuals, high-net-worth clients, trusts, estates, and other business entities. The firm employs a fundamental, research-intensive approach focused on a concentrated portfolio with a multi-year investment horizon and emphasizes alignment of interests through substantial personal investment by the managing member.

Christopher Buckley is a financial advisor at Black Diamond Advisory Partners with 9 years of industry experience. He holds a Series 66 license and has previously worked at Ameriprise Financial Services, Morgan Stanley, and JP Morgan Chase. Buckley is also a licensed insurance agent. Black Diamond Advisory Partners serves individual investors, trusts, corporations, and retirement plans by providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a variety of analytical methods and asset-allocation strategies, with a focus on pension and profit-sharing plans alongside general wealth management.

Robert Smith is a CFP® professional with 40 years of industry experience. He has been with Comprehensive Financial Advisers since 1998, serving as the sole advisor at the independent firm based in Exton, PA. Comprehensive Financial Advisers provides personal financial planning and tailored wealth-management services for individuals, families, trusts, estates, and family businesses. The firm emphasizes managing downside risk through a combination of relative-return, absolute-return, tactical strategies, and alternative investments, delivering advice via a consultative process that coordinates with other advisors and addresses retirement plan rollovers under applicable regulations.

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.

Samuel Lewis is a financial advisor at SJL Financial LLC with a CFP® and ChFC® designation and four years of industry experience. He has worked previously at Bastion Fiduciary, LLC and serves in an active-duty role in the Delaware Air National Guard, where he manages the Recruiting and Retention team. SJL Financial, LLC is a fee-only, single-advisor firm serving individuals, including retail and high-net-worth clients, with comprehensive financial planning. The firm focuses on written plans and recommendations, typically favoring passive portfolio construction, and does not take custody of client assets.

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.

John Anagnos is a financial advisor at Aetolia Capital LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer & Co from 2013 to 2017 before founding Aetolia Capital in 2017. Aetolia Capital provides discretionary investment management primarily for individuals, households, and high-net-worth clients. The firm employs a macroeconomic-driven, research-intensive investment approach that integrates fundamental, quantitative, and technical analysis across various asset classes, managing about $38.85 million across approximately 63 client accounts as of the end of 2024.