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.

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.

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 in Wilmington, Delaware, holding the ChFC® designation and a Series 65 license with four years of industry experience. He serves as Recruiting Superintendent for the Delaware Air National Guard, a role he has held since 2012. SJL Financial, LLC is a fee-only, single-advisor firm providing project-based and ongoing comprehensive financial planning to individuals, including retail and high-net-worth clients. The firm delivers written plans and recommendations without managing assets, typically favoring passive portfolio construction and employing a mix of fundamental, technical, cyclical, and charting methods in its investment analysis.

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.

Kenneth Darby is a financial advisor at Darby Investment Services LLC with four years of industry experience and a Series 65 designation. He has a background in tax preparation, operating Darby Tax Service since 2016, and previously worked at PHI Service Company for 11 years. Darby Investment Services LLC is a fee-only financial planning firm serving individuals and families, providing advice on taxes, cash flow, retirement planning, and investment allocation. The firm offers fiduciary, non-discretionary recommendations tailored to clients’ tax situations and risk tolerance, typically focusing on no-load mutual funds, ETFs, dividend-paying large-cap stocks, and cash-equivalent instruments.

Chandni Gulati is a financial advisor at NiRo Nivesto LLC with a Series 65 designation and one year of industry experience. She previously worked at Blue Cross Blue Shield and the Department of Veterans Affairs, and she is the founder of an IT consulting firm, RonIT Services. NiRo Nivesto LLC serves individuals, families, and small business owners, including healthcare professionals, offering fee-only wealth management, retirement and tax planning, and financial consulting. The firm emphasizes a proprietary investment philosophy combining strategic and tactical asset allocation with tax-aware techniques and often works in a non-discretionary oversight capacity.

Hi! I’m Ryan Langan, a CERTIFIED FINANCIAL PLANNER™, and the Founder of Your Path Fi, a fee-only financial planning and investment management firm. I help pre-retirees and retirees gain financial clarity, use their money to live impactful lives, and create their unique path through retirement. We are proud to be different from your typical financial advisor. ✅ Retirement Planning Focus: We don’t take a generalist approach. Retirement planning is our specialty as we focus on helping you reach retirement and make the most of your retirement. ✅ Tax Planning: Many advisors avoid tax planning. We understand the importance of tax planning as part of your overall plan, and we use our extensive tax background to incorporate tax efficiency and minimization into your plan. We also handle the preparation of your income tax returns. ✅ Transparent Fees: We love transparency, and you deserve to know what you are paying your advisor. We are proud to be fee-only, meaning we do not sell products or receive commissions. Our sole source of revenue is from the planning advice we provide you. We charge a flat annual planning fee that is not a percentage of your investment assets. ✅ Independent: We are not associated with any bank, brokerage, or insurance company. This allows us to offer true holistic financial advice without following a corporate agenda that restricts us or pressures us to provide advice only in certain areas. ✅ Proactive & Deep Relationships: You are not just an account number or investment portfolio balance. We believe true retirement planning starts with defining and understating your purpose, and we are genuinely interested in helping you define your purpose. We intend to serve a limited number of individuals/couples, allowing us to deliver a highly personal and proactive planning relationship. ✅ Virtual: We are located in the suburbs of Philadelphia, Pennsylvania, but we can work virtually with anyone in the U.S.

Brian Schreiner is a financial advisor with 24 years of industry experience, currently operating as the sole advisor at Alpha Rock Investments, LLC. He holds Series 65 and Series 63 licenses and has previously worked at Metric Financial LLC, Integral Wealth Securities LLC, and CMG Capital Management Group Inc. Alpha Rock Investments, LLC is an independent, single-advisor registered investment adviser that provides individualized asset management and comprehensive portfolio management to individuals, trusts, pension, and business clients. The firm employs a diverse set of research methods and strategies, including long-term buys, tactical trades, and the use of private credit and alternative investments alongside public securities.

Brian Lureen is the President and CEO of Heritage Advisory Services, Inc., an independent firm based in Malvern, PA. He holds Series 63 and Series 65 designations and has 38 years of industry experience. Since 2007, he has been involved with several affiliated entities including Heritage Fincorp, Inc., Heritage Wealth Management Services, Inc., and Heritage Financial Systems, Inc. In addition to his advisory role, he manages strategic growth, compliance, and corporate initiatives across these companies. Heritage Advisory Services serves individuals, pension and profit-sharing plan participants, trusts, accredited investors, and high-net-worth clients. The firm employs a tactical asset-allocation strategy combining fundamental screening, technical indicators, and both active and passive management, with a primarily non-discretionary approach aligned to client objectives and risk profiles.

With over half a decade of experience managing $425M in assets for more than 200 households, I founded this firm with a clear vision: to provide truly personalized financial advice by understanding your unique goals and creating a clear path to achieve them. My extensive background in wealth management has taught me that successful financial planning isn't about complex products, opaque fees and cookie-cutter solutions. I believe in delivering clear, actionable advice grounded in goal-oriented financial planning - not arbitrary metrics or sales quotas. Every client deserves a strategy as unique as their aspirations.

Brian Dougherty is a financial advisor with PLC Investment Solutions, LLC in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at several firms including Coppell Advisory Solutions LLC and Thrive Capital Management, LLC. Dougherty also serves as vice president and treasurer for multiple nonprofit organizations. PLC Investment Solutions, LLC provides discretionary and non-discretionary advisory services primarily to individuals and high-net-worth clients, often directing them to third-party professional money managers. The firm uses quantitative analysis, third-party portfolio modeling, and Monte Carlo simulations to develop risk-adjusted return profiles and probabilistic outcomes while offering fiduciary investment advice and educational webinars.

Michael Gray is the sole advisor at Gray Investment Management LLC in West Chester, PA, holding a Series 65 designation with 17 years of industry experience. He has led Gray Investment Management since its founding in 2009. Gray Investment Management provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and other institutional clients. The firm offers access to special-situation investments for qualified investors and employs a mix of fundamental and technical analysis, hedging, and tactical strategies under its discretionary authority.

William March III is a financial advisor at Spring City Partners, LLC in Philadelphia, PA, with nine years of industry experience. He holds Series 65 and Series 63 designations. Prior to founding Spring City Partners in 2018, he worked at Janney Montgomery Scott LLC for three years. In addition to his advisory role, he engages in tax-preparation and bookkeeping activities outside of his investment work. Spring City Partners is an independent firm that provides discretionary investment management, written financial planning, and retirement-plan consulting to individuals, families, trusts, estates, and charitable organizations. The firm employs a long-term, value-oriented investment approach with an emphasis on fundamental analysis and proprietary alternative data sets, often using concentrated portfolios and strategies such as margin and options tailored to client risk profiles.

Beth Moore is a CFP® and holds a Series 66 license with three years of industry experience. She is the principal advisor at Wealth Wise Planning, where she has worked since 2024. Her prior experience includes roles at Fraser Hudson, LLC, Fidelity Investments, and RBC Wealth Management. Wealth Wise Planning is a fee-only advisory firm serving individuals and high-net-worth clients with comprehensive financial planning services. The firm provides tailored, non-discretionary advice and utilizes both passive and active investment strategies, including socially responsible options upon request, without managing client assets or accepting custody.

Jake Landau is a CFP® professional with 11 years of industry experience, currently operating Woolstone Wealth Management. His career includes roles at Vanguard, Charles Schwab, and Schwab Wealth Advisory, as well as a position with Men in Blazers. Woolstone Consulting LLC, founded in 2026, is an independent, fee-only registered investment adviser providing discretionary investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm integrates modern portfolio theory through a blend of passive and active strategies and offers financial planning both alongside investment management and as a standalone service.

Joseph Kirlin III is the principal of Joseph P. Kirlin III & Associates and holds the ChFC® designation and Series 63 license. He has 50 years of industry experience and has been operating his firm since 2000. Kirlin also maintains ongoing roles with Prosperity Wealth Management, LLC and Fortune Financial Services, Inc., and is involved in insurance and estate planning through Kirlin Associates Insurance. Joseph P. Kirlin III & Associates provides fee-only financial planning, investment consultation, educational workshops, and investment supervisory services to individuals, trusts, estates, and businesses. The firm emphasizes a long-term investment approach with a combination of passive and active management, diversification across multiple asset types, and a significant focus on non-securities advice such as budgeting, insurance, and estate planning.

Edward Worrell is the principal of Worrell Financial LLC, an independent financial planning firm based in West Chester, PA. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to founding Worrell Financial, he worked at GlaxoSmithKline for 17 years and operates a tax preparation firm, Edward Worrell Jr CPA, which he has managed since 1994. He also provides consulting services in pharmaceutical compliance through Worrell Capital Consulting. Worrell Financial LLC offers fee-only financial planning focused on individuals and high-net-worth clients, delivering comprehensive plans that cover retirement, estate, tax coordination, business planning, insurance, and investment analysis. The firm emphasizes investment analysis and guidance without discretionary portfolio management, generally recommending passive, index-based funds and ETFs, and does not hold client assets.

Warren Hyams is the sole advisor at Hyams Investments, Inc., an independent registered investment adviser based in Strafford, PA. He holds 32 years of industry experience and has managed his firm since 1993. Hyams Investments provides discretionary portfolio management primarily for high-net-worth individuals, pension and retirement plans, trusts, and corporate clients. The firm focuses on identifying undervalued equity securities through fundamental and technical analysis and employs active trading strategies, including margin, options, and short sales, often under discretionary authority. Its use of performance-based fee arrangements and management of substantial retirement assets through its principal’s trustee role are notable features.

Richard Byrne is the sole advisor at Divi-Vest Advisors with 44 years of industry experience. He holds Series 63 and Series 65 designations and has led Divi-Vest Advisors since 1991. Outside of his advisory role, Byrne serves as managing partner of Colorfield Partners, an artist’s estate management firm. Divi-Vest Advisors is an independent, fee-only investment adviser serving high-net-worth individuals and institutional clients. The firm focuses on dividend-yield and dividend-growth equity selection, primarily using stocks from major indices, and manages assets on a discretionary basis.