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.

Kenneth Hartley is a Series 65-registered financial advisor with 22 years of industry experience. He has been with Hartley Advisors Corp. since 2003, where he is one of two advisors at the firm based in New Hope, PA. Hartley Advisors Corporation is a fee-only, SEC-registered boutique adviser serving individuals, families, trusts, and employer-sponsored retirement plans. The firm employs a combination of top-down economic views and bottom-up analysis to manage diversified portfolios under client-specific guidelines, offering discretionary investment management along with ERISA-plan consulting and participant education.

George Foley is a financial advisor with Dillon Capital Management, holding a Series 66 designation and 16 years of industry experience. He has been with Dillon Capital Management since 2012. Dillon Capital Management provides investment management and consulting services to individual and institutional clients, including pension plans and insurance companies. The firm employs a long-term, risk-aware investment approach that integrates quantitative screening and fundamental research, managing a range of separately invested strategies with active monitoring and tactical adjustments.

Frank Fiumecaldo is a CFP® professional with six years of industry experience. He has worked at Aventine Financial Group since 2018 and previously spent six years at R.W. Roge & Company. Aventine Financial Group provides advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans through tiered service offerings that include comprehensive financial planning and portfolio management. The firm employs a risk-based investment process combining fundamental and technical analysis, with a primarily long-term orientation that allows for tactical adjustments and varied investment strategies.

Lawrence Busch is a CFA® charterholder with four years of industry experience, currently serving as an advisor at Sage Capital Management LLC in Stockton, NJ. He has been with Sage Capital Management since 1999. Sage Capital Management advises individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, estates, and business entities. The firm employs a core-and-satellite, strategic asset allocation approach that combines passive ETFs with actively managed strategies and provides discretionary portfolio management, financial planning, retirement plan consulting, and management of a private real estate pooled investment vehicle.

Joseph Pflueger is a financial advisor at Pflueger Wealth with a Series 65 designation and one year of industry experience. His prior work includes positions at Klatzkin & Co, LLP and Bee, Bergvall & Co. Pflueger Wealth is an independent registered investment adviser serving individuals, families, business owners, trusts, estates, charitable organizations, and business entities. The firm offers discretionary investment management and standalone financial consulting, employing a blend of quantitative and qualitative analysis, modern portfolio theory, and technical charting to construct diversified portfolios.

William Stanert is a CFP® with 43 years of industry experience and is the sole advisor at Moondance Investment Advisors, LLC in New Hope, PA. He has worked at Purshe Kaplan Sterling Investments since 2013 and founded Moondance Investment Advisors in 2012. Stanert is also a licensed life insurance agent with Wentworth Financial Partners, focusing on fixed and traditional insurance products. Moondance Investment Advisors provides customized investment advisory and financial planning services to individuals, high net worth clients, trusts, and estates. The firm manages discretionary and non-discretionary portfolios using fundamental, technical, and cyclical analysis across various asset classes.

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.

Ann Means is a financial advisor at Sapient Investments LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Select Alternative Investments LLC since 2015. Outside of her advisory role, she operates a sole proprietorship providing business management services to nonprofit organizations, including bookkeeping, strategic planning, and board management. Sapient Investments LLC provides discretionary investment management primarily to high-net-worth individuals and similar entities, employing tactical asset allocation strategies through ETFs, closed-end funds, and selected stocks. The firm integrates hedge-like strategies, margin use, and tax-aware portfolio management within a small team structure.

James Donnelly is a financial advisor with Valley Financial Group in Ambler, PA, holding a Series 65 designation and five years of industry experience. Prior to joining Valley Financial Group in 2021, he worked at H. Beck for one year. Outside of finance, he serves as a Patrol Operations Commander with the Bensalem Township Police Department, a role he has held since 2002. Valley Financial Group provides investment management and financial planning services to a diverse clientele, including individuals, families, trusts, charitable organizations, businesses, and pension plans. The firm manages approximately $287 million in assets using a predominantly top-down, evidence-based investment approach that integrates macroeconomic analysis and fundamental research.

Edward Woehlcke is a CFP® with 18 years of industry experience and currently serves as Managing Partner at Valley Financial Group. His work history includes roles at Hightower Advisors, LLC and H. Beck, Inc. Outside of his advisory duties, he is the sole proprietor of Woedaddy Investments, focusing on analyzing investment returns in real estate. Valley Financial Group provides investment management and financial planning to a range of clients including individuals, families, trusts, charitable organizations, businesses, and pension plans. The firm manages approximately $287 million in assets using a top-down, evidence-based investment approach that incorporates macroeconomic analysis, fundamental research, and selected third-party manager allocations.

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.

David Dewitt is a CFP® with 29 years of industry experience and has been with DeWitt Capital Management since 1998. He holds a Series 63 license and is based in Collegeville, PA. DeWitt Capital Management provides investment management and financial consulting to individuals, high-net-worth clients, trusts, and estates, offering both discretionary and non-discretionary portfolio management as well as model portfolio programs. The firm is notable for its focus on master limited partnerships (MLPs) through its Energy Income Strategy and serves as a sub-advisor to other registered investment advisers, utilizing fully digital custodial and model platforms for some clients.

Robert Barth is a financial advisor at Aventine Financial Group with a Series 65 credential and three years of industry experience. Prior to joining Aventine Financial Group in 2022, he worked six years at RSM US LLP. Aventine Financial Group is an SEC-registered adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers comprehensive financial planning and investment management, combining fundamental and technical analysis to tailor portfolios generally built with low-cost mutual funds and ETFs.

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.

Yvonne Fu is a financial advisor at Rational Capital Advisors LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Dillon Capital Management and Red Brick Road Capital LLC. Rational Capital Advisors provides financial planning and discretionary investment management primarily to high-net-worth individuals and institutional clients. The firm’s investment approach focuses on fundamental analysis and a long-term perspective, primarily investing in listed common stocks while tailoring portfolios to each client’s investment profile.

Tyler Breder is a CFP® professional with nine years of experience in the financial services industry. He has worked at PTM Wealth Management, LLC since 2020 and previously held roles at Charles Schwab and The Vanguard Group. PTM Wealth Management is a small, supported registered investment adviser managing approximately $175 million for individual and high-net-worth clients. The firm offers discretionary investment management combined with financial planning, using a long-term investment approach focused on fundamental analysis and primarily employing low-cost mutual funds and ETFs.

Scott Volkers is a financial advisor at The Investment Lab, LLC with 14 years of industry experience. He holds Series 66, 63, and 65 licenses and previously worked at Cambridge Investment Research Advisors, Inc. and Volkers Capital Corp. Outside of his advisory role, Volkers works as a Lead Technical Analyst providing system and integration support for job placement services. The Investment Lab primarily develops and licenses model portfolios, focusing on U.S.-equity strategies that utilize Relative Strength technical analysis and fundamental screening. The firm serves affiliated accounts non-discretionarily and distributes its strategies through a licensed third-party adviser.

James Fenstermacher is a financial advisor at 360 IRA in Collegeville, PA, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Bankers Life and operating as a sole proprietor providing insurance services. 360 IRA is a fee-based financial planning and investment management firm that serves individual clients through discretionary asset management, written financial plans, and educational seminars. The firm uses fundamental and technical analysis, periodic account reviews, and third-party managers to guide client portfolios and also offers no-charge public workshops.

Brian Coombs is a CFA® charterholder with 11 years of industry experience. He is a financial analyst at Lonnie A. Coombs, CPA, a tax and accounting firm, and has been with Coombs Wealth Advisory, LLC since 2015. Coombs Wealth Advisory, LLC provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, and businesses, offering both discretionary and non-discretionary portfolio management. The firm emphasizes diversified portfolios with mutual funds and ETFs, fundamental analysis, and long-term, tax-sensitive strategies tailored to client goals and risk tolerance.