Timothy Drake is a financial advisor at Pegasus Management Services L.L.C. with five years of industry experience. He holds a Series 65 designation and previously worked at The Vanguard Group for 20 years. Pegasus Management Services L.L.C. provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm customizes investment programs based on client goals, time horizons, and risk tolerance, offering both discretionary and non-discretionary portfolio management along with ERISA retirement-plan advisory services.

Bryan Ellis is a financial advisor at Innovative Wealth Management with five years of industry experience. He holds a Series 65 designation and previously worked for Bankers Life and Bankers Life Advisory Services. In addition to his advisory role, he is a full-time insurance agent specializing in life insurance, long-term care insurance, and Medicare supplement and advantage plans. Innovative Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and pension consulting, offering both one-time plans and ongoing advisory relationships. The firm combines client interviews and technology in its “Human Robo” advising approach and utilizes platforms for automated rebalancing and tax-loss harvesting.

Michael Dechiario is a CFP® professional with 30 years of industry experience. He is the sole advisor at Goalpost Wealth Management, LLC, a firm he founded in 2026 after prior roles at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he holds an ownership interest in a medical packaging product company based in Philadelphia. Goalpost Wealth Management serves affluent households, charitable organizations, and pension/profit-sharing plans by providing wealth planning, investment management, and third-party manager selection. The firm blends active and passive strategies across various asset classes and operates a wrap fee program while managing approximately $326 million in client assets.

Charles Minnich IV is an investment advisor representative with Foundation Capital Management, LLC and holds Series 63 and Series 65 licenses. He has 35 years of experience in the financial industry, including roles at Securities America, Inc. and The Marshall Financial Group LLC. Minnich serves on the Board of Trustees for Ancillae Assumpta Academy and participates in the investment committee and board at LaSalle College High School. Foundation Capital Management, LLC provides fee-for-service financial planning and discretionary portfolio management to individuals, trusts, and corporations, with a significant number of high-net-worth clients. The firm utilizes an active, model-driven investment approach and manages approximately $244 million in discretionary assets.

Lonnie Coombs is a CPA and principal of Coombs Wealth Advisory, LLC with 11 years in wealth advisory and over 39 years in accounting and tax services through his own CPA firm. He leads Coombs Wealth Advisory, which he founded in 2015 in Blue Bell, PA. Coombs also owns and operates a tax and accounting firm under his name. Coombs Wealth Advisory provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm focuses on diversified, tax-sensitive portfolios using fundamental analysis and offers personalized, partner-level involvement through a small client base and affiliation with a tax and accounting firm.

Shayn Horrocks is a financial advisor at Great Oak Wealth Management, Inc with two years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial LLC and Long Financial Group. Outside of his advisory role, he is employed as a delivery driver for DoorDash. Great Oak Wealth Management serves individuals and families, including high-net-worth clients, as well as corporations, retirement plan sponsors, trusts, estates, and charitable organizations. The firm offers financial planning, discretionary investment management, and retirement plan consulting, focusing on asset allocation, fundamental analysis, and mutual fund/ETF selection, with client relationships documented and reviewed regularly.

Jacob Wolfman is a financial advisor at Sensenig Capital Advisors, Inc. with three years of industry experience. He holds a Series 65 designation and previously worked at Lehigh Heavy Forge Corp. and North American Forgemasters. Sensenig Capital Advisors serves individual clients, including high net worth individuals, as well as retirement-plan sponsors and participants. The firm focuses on long-term, globally diversified portfolios using Modern Portfolio Theory principles and typically manages accounts on a discretionary, buy-and-hold basis with a preference for passively managed mutual funds and ETFs.

Robert Arnold is a financial advisor at Arnold Investment Group with 19 years of industry experience. He holds a Series 65 designation and has been with the firm, which he joined in 2005. Outside of his advisory role, Arnold is involved in several bicycle-related businesses, including retail and consignment operations. Arnold Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $78.2 million through a concentrated client base, employing an asset-allocation approach focused on diversification and rebalancing across equities, mutual funds, ETFs, and fixed-income instruments.

Richard Hellberg is a ChFC® credentialed advisor with 48 years of industry experience, currently serving at Peteralexander. He has worked with Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc, and has been with Peter Alexander & Co, Inc since 1991. Outside of his advisory role, he serves as chairman of the finance committee for St. Luke United Methodist and is involved in local political and charitable organizations, including serving as a Republican committeeman and a board member of Simpson Senior Services. He is also a contributing author on estate planning topics. Peteralexander primarily serves individuals, profit-sharing plans, trusts, and business entities by referring clients to third-party registered investment advisers and providing standalone financial planning and consulting services. The firm operates mainly as a solicitor and does not manage client securities directly, focusing instead on facilitating introductions and administering life insurance and annuity contracts.

Allen Osgood is a CFP® and Series 65 credentialed advisor with 24 years of industry experience. He has been with Financial Freedom, LLC since 1983. Financial Freedom, LLC is a fee-only wealth management firm serving individuals, families, trusts, estates, small businesses, and charitable organizations. The firm offers customized financial planning and investment management, focusing on tailored Investment Policy Statements and strategic asset allocation using individual securities, mutual funds, and ETFs.

William Kish is a financial advisor at Arsenal Capital Advisors LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Wells Fargo Clearing, UBS Financial Services, and Main Street Financial Solutions. Prior to his financial career, he spent three years with the Cincinnati Reds and one year in independent sports and entertainment. Arsenal Capital Advisors provides financial planning and discretionary portfolio management to select individuals, families, charitable organizations, and certain corporate clients, as well as advising private funds. The firm uses a combination of analytical approaches and trading tools while offering ERISA fiduciary services and managing a multi-hundred-million-dollar discretionary asset base with a small advisory team.

Stan Richelson is a financial advisor at Scarsdale Investment Group, Ltd. with 33 years of industry experience. He has been with Scarsdale Investment Group since 1991. Scarsdale Investment Group offers fee-only, non-discretionary investment advice and standalone financial planning focused on fixed-income securities and brokered certificates of deposit. The firm serves individuals, high-net-worth clients, charitable organizations, and business entities, emphasizing long-term bond ladder construction and requiring client approval for each trade.

Voltaire Escalona is a financial advisor at Arsenal Capital Advisors LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Goldman Sachs & Co., JPMorgan Chase, and Symphony Communication Services Holdings LLC. Arsenal Capital Advisors LLC serves select individuals, high-net-worth families, charitable organizations, and ERISA-qualified plans. The firm provides portfolio management and financial planning based on individualized Investment Policy Statements, employing a range of analytical methods and strategies, and offers ERISA fiduciary services as part of its investment approach.

Nicole Carson, CFP®, is the Founder and Wealth Planner at 2nd Story Wealth, a boutique, fee-only firm dedicated to helping clients build, manage, and align their wealth with the life they truly want to live. With over 20 years of experience, including leadership roles working with ultra-high-net-worth families, Nicole has guided clients through complex financial decisions involving investments, taxes, equity compensation, and long-term planning. What sets Nicole apart is not just her technical expertise, but how she shows up for her clients. She understands that behind every balance sheet is a person navigating career demands, family priorities, and evolving goals. Her work is grounded in helping clients create clarity and confidence, especially during periods of change, whether that’s a new opportunity, a business transition, family changes, or preparing for retirement. Nicole’s planning style is both strategic and approachable. She breaks down complex topics into clear, actionable steps and partners closely with clients to implement them over time. Her goal is to ensure clients feel organized, proactive, and in control, not overwhelmed. At her core, Nicole believes wealth should create options: the ability to spend more time with family, pursue meaningful work, give back, and build something that lasts. Through thoughtful planning and ongoing partnership, she helps clients move from simply doing well to living well... with intention. Nicole earned her Bachelor of Science in Finance from DeSales University, and went on to earn her Masters in Business Administration at Holy Family University, graduating with Honors. She also holds the CERTIFIED FINANCIAL PLANNER™ designation. Some of her memberships include Financial Planning Association (FPA) and Association for African American Financial Advisors, and Alpha Kappa Alpha Sorority, Inc. When she is not spending time with her clients, she is spending quality time with her husband Tarif, daughters Karessa and Kennedy, and sons Chris and Michael.

Kyle Rolek is a CFP® professional with 16 years of industry experience, currently serving as the sole advisor at Rolek Retirement Planning in Berwyn, PA. He previously worked at Rolek Wealth Management LLC for 10 years and Rolek Advisory LLC for 2 years. In addition to financial advising, Rolek spends part of his time selling insurance products to retail clients. Rolek Retirement Planning provides financial planning and investment management services to individuals, high net worth clients, trusts, and retirement accounts. The firm focuses on customized portfolios using fundamental analysis, emphasizing low-cost mutual funds and ETFs, and offers educational services such as retirement planning seminars and published materials.

Troy Moyer is a CFP®-certified financial advisor with 21 years of industry experience. He is the principal of Moyer Wealth Management in Lansdale, PA, where he has worked since 2017, following previous roles at First Capital Advisors Group and HJ Wealth Management LLC. Outside of financial advising, he serves on the board of a local youth soccer league. Moyer Wealth Management provides investment advisory services, portfolio management, and financial planning to individual and high-net-worth clients. The firm combines tax preparation and bookkeeping through its CPA ownership and employs a range of investment strategies tailored to clients’ objectives, risk tolerance, and time horizons.

Laurence Kagan is a financial advisor at Kagan Coccoza Asset Management with 18 years of industry experience. He holds a Series 66 designation and has worked at the firm since 2010, with a brief period at Goldstein Law Group LLC from 2018 to 2022. Outside of his advisory role, he is involved in restaurant development through Free Hugs, LLC. Kagan Coccoza Asset Management provides discretionary portfolio management and investment supervisory services to individual and high-net-worth clients as well as charitable organizations. The firm manages approximately $165 million across a two-advisor team, emphasizing fundamental value analysis alongside technical and macroeconomic considerations in its investment approach.

Lucas Zaba is a financial advisor at Goal Quest Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at Camelback Resort and was a student for ten years. Goal Quest Advisors is an independent, fee-only registered investment adviser managing approximately $109 million for around 45 clients, including individuals, high-net-worth families, trusts, non-profit organizations, privately owned businesses, and ERISA pension/profit-sharing plans. The firm emphasizes disciplined asset allocation and broad diversification, integrating financial planning with portfolio management and offering pension consulting services.

Todd Keating is a financial advisor with Parvin Asset Management, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at Citizens Financial Group, Inc. for 10 years before joining Parvin Asset Management in 2022. Parvin Asset Management provides discretionary portfolio management to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, corporations, small businesses, and investment companies. The firm employs a fundamentally driven, value-oriented investment process supported by quantitative screens and third-party research, offering a range of strategies including long-only equity, hedged equity with option contracts, fixed income, and selective private equity.

James Fenstermacher is a financial advisor with 4 years of industry experience, currently with 360 IRA in Collegeville, PA. He holds Series 63 and Series 65 licenses and has prior experience with Bankers Life entities and Option Energy Consultants. He also operates an insurance agency as a sole proprietor. 360 IRA is a fee-based financial planning and investment management firm that provides discretionary asset management, written financial plans, and educational seminars. The firm works with individual clients to guide portfolio management using fundamental and technical analysis and collaborates with third-party managers while also offering insurance products through affiliated representatives.