Jarrod Barton is a CFP® with 16 years of industry experience, serving as an advisor at Wealthwise Advisors since 2011. He has worked at Strategic Tax and Advisory Services since 2013 and was previously with Zeiders Enterprises. Barton is also the owner of a tax preparation business and is a licensed insurance agent for life and health insurance. Wealthwise Advisors provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages investment programs on a non-discretionary basis, combining fundamental, technical, and cyclical analysis with regular account reviews and delivers financial plans within stated timelines.

Margaret Callaghan is a financial advisor with Prime Solutions Financial Services Corp., holding Series 65 and Series 63 credentials. She has been with the firm since 2004, accumulating 22 years of experience. Prime Solutions Financial Services provides investment advisory services to individual and institutional clients, focusing primarily on non-high-net-worth households. The firm employs a bottom-up, growth-oriented equity strategy combined with fixed income and customized balanced approaches, and also offers institutional consulting services including asset allocation studies and litigation support.

Steven Blum is the principal of Steven G. Blum and Associates, LLC and has 21 years of experience as a financial advisor. He has maintained a solo law practice since 1990 focused on tax advice and has lectured at the Wharton School of the University of Pennsylvania since 1994, teaching undergraduate, MBA, and professional students. His firm serves approximately 70 clients including individuals, families, pension plans, estates, charitable organizations, and businesses, providing integrated investment consulting and financial planning with an emphasis on financial economics, broad diversification, tax efficiency, and low costs. The firm manages about $180 million in assets, predominantly in non-discretionary accounts, and combines advisory services with the principals’ complementary expertise in law and accounting.

Kyle La Barre is a financial advisor at Hill and Labarre Wealth Management with five years of industry experience. He holds a Series 65 designation and has worked at Premier Investment Services since 2021. In addition to his advisory role, Mr. La Barre is a partner in an insurance agency, Villa Texas Insurance Services, where he spends less than 10% of his time. He is also a member of the US Air Force. Hill and Labarre Wealth Management provides investment advisory services to individuals, small businesses, and retirement plans, offering portfolio management, financial planning, and business retirement plan consulting. The firm utilizes a model-based and discretionary strategic management approach, including options-based strategies, and delivers a subscription Wealth Advisory Program alongside a structured educational curriculum.

James Boyle is a CFP® with nine years of experience in financial advising. He is currently with Plan First Wealth LLC and previously worked at LPL Financial LLC, Bank of America, Merrill, and FIS Brokerage & Securities Services. Outside of advising, he has taken a year for extended travel. Plan First Wealth LLC advises British expatriates and higher-net-worth individuals in the U.S. on investment management, lifestyle financial planning, and cross-border retirement matters, including UK pension reviews and transfer options. The firm utilizes model portfolios based on third-party research and offers both discretionary and non-discretionary management with a focus on cross-border tax coordination.

Thomas Goldsmith is a financial advisor at Flagship Capital Management Inc with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Flagship Capital Management since 2013. Flagship Capital Management provides investment management and advisory services to individual and institutional clients, including corporations, pension plans, foundations, and trusts. The firm emphasizes discretionary portfolio management using both fundamental and technical analysis and manages approximately $200 million in assets through a small, team-based approach.

Robert Dowd is a CFP® professional with seven years of industry experience. He is currently with Bullogic Wealth Management, where he has worked since 2023. His prior experience includes roles at TGS Financial Advisors, Hoover Financial Advisors, Inc., and Kelmar Associates. Bullogic Wealth Management serves individual clients and employer plan sponsors, providing portfolio management, comprehensive financial planning, and employee benefit-plan services. The firm emphasizes passive portfolio construction using low-cost index funds and ETFs, supplemented by various analytical approaches and access to outside managers when appropriate.

Anthony Giunipero is a financial advisor at Amphora Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at OneMain Financial and Globus Medical. Giunipero has served in the United States Marine Corps Reserves since 2009, currently holding the rank of Major and working as a Recruiting Support Officer. Amphora Wealth Management serves individuals, charitable organizations, and retirement plans by providing investment management, financial planning, pension consulting, and specialized services such as divorce consulting and estate-plan analysis. The firm employs an evidence- and risk-based investment approach, utilizing diversified portfolios aligned with Modern Portfolio Theory and conducts ongoing account monitoring and quarterly reviews.

Steven Tambone is a CFP® and ChFC® with 23 years of industry experience. He has been the sole advisor at S & A Financial Strategies & Services, LLC since 2012. S & A Financial Strategies & Services, LLC is a fee-only registered investment adviser serving primarily individual clients and a smaller number of small businesses and corporations. The firm focuses on life-goals financial planning and ongoing tracking combined with investment management, typically using low-expense, no-load mutual funds and ETFs, with accounts monitored weekly and managed in a primarily non-discretionary manner.

David Rosenberg is a financial advisor at Wealthwise Advisors with 14 years of industry experience. He holds a Series 65 license and has worked in various roles including independent insurance agent and at firms such as Compass Pennsylvania LLC and Berkshire Hathaway HomeServices Fox & Roach. Outside of his advisory work, he maintains involvement in a real estate-related business. Wealthwise Advisors provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages accounts on a non-discretionary basis and integrates fundamental, technical, and cyclical analysis in its investment approach.

Michael Pallozzi is an investment advisor representative at HFM Investment Advisors, Inc. with 24 years of industry experience. He has been associated with various entities within the HFM group since 2004. Pallozzi is also licensed as an insurance agent and is involved in insurance product sales. HFM Investment Advisors serves individual and institutional clients, providing discretionary investment management and comprehensive financial planning. The firm employs a fundamental, diversified asset-allocation approach and manages approximately $493 million with a small advisory team.

Daniel Gordon is a Series 65-licensed advisor at Shaker Financial Services in Sewell, NJ, with 20 years of industry experience. He has been with Shaker Financial Services since 2006. Shaker Financial Services is a discretionary investment adviser managing approximately $280 million for around 330 clients, including individuals, families, trusts, IRAs, small-business retirement accounts, and some institutional entities. The firm’s investment approach focuses on closed-end funds and a quantitative “discount capture” strategy, employing daily monitoring and statistical analysis to build diversified portfolios across equity CEFs, bond CEFs, and fixed-income positions.

Gary Votto is a financial advisor with Bishop & Associates Inc in Philadelphia, PA, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. His work history includes roles at PHL Futures LLC, Bishop Capital Advisers LLC, Systra LLC, and Kingsview Asset Management. He is a managing member involved in commodity pool operations and managing trading activities through affiliated entities. Bishop & Associates is a small registered investment adviser managing approximately $32 million across individuals, retirement accounts, charitable organizations, foundations, pension plans, and trusts. The firm offers discretionary portfolio management featuring a large-cap core equity strategy, fixed-income management, and an options overlay, with an emphasis on risk management and diversification through its Panoramic Portfolio Management approach.

Devin Rainone is a CFP® and CFA® with four years of industry experience. He currently works at MOR Wealth Management, LLC and has prior experience with Commonwealth Financial Network, SK Wealth Management, and Massachusetts Mutual Life Insurance Company. MOR Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes a long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual stocks and bonds as appropriate, and manages accounts on a discretionary basis aligned with each client’s goals and risk tolerance.

William Small is a financial advisor with RMAS, Inc., holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has been president of multiple related businesses, including Kings Management Company, which focuses on insurance sales and estate work, and SKS Plan Administration, Inc., a third-party pension and retirement plan administrator. Small is also the sole owner of TAAP LLC, a management company. Risk Management Advisory Services, Inc. offers discretionary investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm’s approach combines fundamental analysis with tailored strategies aligned to each client’s investment policy and risk profile.

Michelle Blass is a CFP® professional with 10 years of industry experience. She is currently with 1015 Capital Partners, LLC and previously worked at BNY Mellon for nine years. 1015 Capital Partners serves high-net-worth individuals, business entities, trusts, estates, and charitable organizations, focusing on clients with multi-million dollar account minimums. The firm offers discretionary, fee-only portfolio management and fixed-fee consulting, utilizing fundamental, technical, and charting analysis across various investment strategies while accommodating borrowing against client assets for specific short-term purposes.

Michael Crew is a financial advisor at Flax Pond Capital, LLC with over 32 years of industry experience. He founded his own investment advisory business in 1981 and has served at Flax Pond Capital since 2022. Flax Pond Capital advises individual clients, including high-net-worth individuals, providing discretionary portfolio management and financial planning services. The firm employs multiple analysis methods and may use a range of investment techniques tailored to client objectives, managing approximately $222 million in assets across about 119 accounts.

Stephen Mcdade is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Foundation Wealth Management, LLC since 2013. In addition to his advisory role, he teaches a personal finance class as an adjunct professor at Temple University. Foundation Wealth Management serves individual and high-net-worth clients with integrated wealth management, providing comprehensive financial planning and discretionary investment management tailored to clients’ objectives and risk tolerance. The firm distinguishes itself by combining multiple advisers with CPA and CFP designations and integrating tax and accounting services within its fee-only, independent advisory model.

Matthew Montenero is a CFP® professional with 26 years of experience in the financial industry. He is currently affiliated with MK3 Wealth LLC, where he has worked since 2019. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Montenero serves as a committee member on the District Ethics Committee, District IIIB of Burlington County. MK3 Wealth LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, non-profits, and small businesses. The firm uses proprietary model portfolios and a combination of fundamental and technical analysis to customize asset allocation and manage client accounts.

Robert Mccullough is a CFP® professional with 19 years of industry experience. He has been a partner at Mc2 Financial Advisers, Inc. and McCullough & Company P.C. CPA’s since 2003. Outside of financial advising, he serves as a volunteer coach for the Radnor Wayne Little League and co-presides over the Delaware County Attorney/CPA Forum. Mc2 Financial Advisers, Inc. offers fee-only investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm emphasizes asset allocation and diversification using no-load mutual funds and ETFs, manages accounts primarily on a non-discretionary basis, and maintains operational ties with a separate CPA practice owned by its principal.