Christopher Kraig is a financial advisor at Bruce A. Kraig Associates with six years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes homemaking since 2015. Bruce A. Kraig Associates is a fee-based registered investment adviser serving individual investors, small businesses, and retirement plans. The firm offers discretionary portfolio management focused on mutual funds, using a top-down fundamental analysis to build diversified portfolios while managing risk and providing ongoing account monitoring.

John Eisele is a financial advisor at Malvern Capital Management with 48 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at LPL Financial LLC for 11 years. Malvern Capital Management provides discretionary investment management, financial planning, and project-based consulting to individual and institutional clients, including pension plans and endowments. The firm employs a strategic, long-term asset allocation approach incorporating mutual funds, ETFs, select individual securities, and non-traditional asset classes, and serves clients with an ERISA fiduciary role in retirement plan management.

Saundra Gibson Genoni is a financial advisor at Steel Tower Investments with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Wick Capital Partners, Triad Hybrid Solutions, and Wells Fargo Advisors. Outside of advising, she owns a controlling interest in Cobra Black II, LLC, which provided a loan to a startup company in 2021. Steel Tower Investments serves individuals, trusts, corporations, retirement plans, and municipal entities, managing approximately $300.7 million across 43 clients. The firm offers customized portfolio management, financial planning, and pension consulting, utilizing both discretionary and non-discretionary services with access to various custodial platforms and alternative private funds.

Martin Gruszka is a financial advisor with Legacy Advisory Services, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Legacy Advisory Services and Legacy Wealth Management since 2008 and also worked at Fortune Financial Services, Inc. since 2018. Legacy Advisory Services provides discretionary investment supervisory and portfolio management services primarily to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a tactical allocation approach combining technical and fundamental analysis to manage approximately $157 million across 123 client relationships.

Gary Dolbashian is a ChFC® with 13 years of experience in financial advising. He has been with Arnold Investment Group LLC since 2011. The firm provides discretionary portfolio management and financial planning to individuals, trusts, estates, and charitable organizations. Arnold Investment Group focuses on a small client base, offering tailored asset allocation and investment strategies primarily involving U.S.-domiciled stocks, mutual funds, ETFs, and fixed-income instruments.

Frank Muscara is a financial advisor at Goshen Capital LLC with nine years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at The Vanguard Group from 2016 to 2022. Goshen Capital is a state-registered investment adviser that offers discretionary asset management and financial planning to individuals, high-net-worth clients, and some institutions. The firm emphasizes individualized investment policies, primarily employing public liquid investments and occasionally third-party managers, while maintaining ongoing monitoring and periodic reviews tied to market conditions or client circumstances.

James Wright is a CFA® charterholder with 19 years of industry experience. He has been with Harvest Financial Partners since 2008, where he serves as one of two principals. Harvest Financial Partners is an independent, fee-only advisory firm serving individual investors, trusts, estates, charitable organizations, and retirement plans. The firm uses fundamental analysis focusing on dividend-paying, larger-cap stocks and investment-grade bonds, while employing mutual funds and ETFs for diversification, tailoring portfolios to client needs.

Amy Abromaitis is a CFP® with 28 years of industry experience, currently serving at Carnegie Wealth Management, LLC since 2010. She previously worked at The Strategic Financial Alliance from 2016 to 2022. Outside of advising, she manages a real estate business through Radar Enterprises, LLC. Carnegie Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management and financial planning services. The firm employs a primarily long-term, strategic asset allocation approach with tactical adjustments, customizing portfolios using a range of investment types and monitoring accounts regularly.

Michael Falco is a financial advisor at Falco Wealth Management in Paoli, PA, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Virtue Capital Management and Horter Investment Management. In addition to his advisory role, he owns businesses providing insurance and tax preparation services. Falco Wealth Management is a small firm managing approximately $33.6 million for individual, family, trust, estate, and small-business clients. The firm offers comprehensive financial planning and discretionary wealth management, using a long-term, factor-aware investment approach focused on low-cost ETFs and institutional mutual funds.

Christine Messmer is a CFP® professional with 23 years of experience in financial planning and investment advisory services. She has led her own firm, Christine Messmer, P.C., since 2003. The firm provides comprehensive financial planning and investment advisory services to individual and high-net-worth clients, as well as small business owners, focusing on cash management, retirement, tax, and estate planning. Christine Messmer, P.C. develops tailored investment policies and pursues long-term purchase strategies using third-party research and proprietary planning software. The firm primarily manages portfolios on a non-discretionary basis, providing clients with regular updates through quarterly meetings and detailed reporting via a secure client portal.

James Detwiler is a financial advisor at Barnstone Advisors LLC with 19 years of industry experience. He holds a Series 65 credential and has been involved with Barnstone Partners, LP since 2002 in a non-investment real estate partnership role focused on tax and liability matters. Barnstone Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and charitable organizations, managing approximately $241 million in assets for about 90 clients. The firm tailors portfolios based on client-specific factors and employs a variety of analytical methods and investment instruments.

Howard Leonard is a financial advisor at Stewardship Partners Investment Counsel, Inc. with 24 years of industry experience. He has been with Stewardship Partners since 2000 and holds a Series 65 credential. Leonard is co-owner of the Biblically Responsible Investing Institute, Inc., which conducts research on corporate behavior to help clients align investments with a biblical worldview. Stewardship Partners Investment Counsel, Inc. manages approximately $73.2 million for high-net-worth individuals and institutional clients, offering discretionary and non-discretionary portfolio management and consulting. The firm employs a long-term, growth-and-quality investment approach with a global focus and integrates Biblically Responsible Investing screens to guide exclusions.

Marjorie Wentz is a financial advisor at Trinity Wealth Management, LLC in Berwyn, PA, holding a Series 65 designation with 12 years of industry experience. She has been with Trinity Wealth Management since 2014. Trinity Wealth Management serves individuals, high-net-worth clients, trusts, estates, and employer retirement plans by providing comprehensive portfolio management, financial planning, and pension consulting. The firm’s investment approach combines technical analysis with smart-beta factor strategies and index investing, employing risk-based allocations and regular portfolio reviews.

William Watkinson is a financial advisor at Watkinson Capital Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Profund Distributors, Inc. prior to joining his current firm in 2017. Watkinson Capital Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary portfolio management, municipal bond strategies, and asset management services. The firm emphasizes tax-advantaged fixed income through its Municipal Bond Advantage laddering strategy and a Core-Plus hybrid approach that incorporates leverage and active trading.

William Watkinson is a financial advisor at Watkinson Capital Advisors LLC in Berwyn, PA, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Watkinson Capital Advisors since 2009. Watkinson Capital Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing discretionary portfolio management, municipal bond strategies, and asset management services that may include financial planning and ETF-based allocations. The firm’s approach centers on tax-advantaged fixed income, featuring a Municipal Bond Advantage laddering strategy and a Core-Plus hybrid program combining a laddered core with a levered trading component.

Jean Pierre Bouvel is a financial advisor with Bouvel Investment Partners, LLC in Phoenixville, PA, holding Series 63 and Series 65 credentials and with 26 years of industry experience. He has been with Bouvel Investment Partners since 2009. Outside of his advisory role, he is co-owner of an office building in Phoenixville, which he manages on a limited basis. Bouvel Investment Partners serves individual and high-net-worth clients, including related trusts and estates, providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm employs a range of defined investment strategies tailored to client objectives and manages variable annuity subaccounts and CollegeAmerica 529 platform accounts.

Mark Kennedy is a financial advisor at Red Spruce Capital, LLC in Rose Valley, PA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Red Spruce Capital since 2012. Red Spruce Capital provides discretionary investment management and advisory services to individuals, personal trusts, estates, and corporations, including retirement-account rollover advice. The firm focuses on customized portfolio construction using individual securities, mutual funds, and ETFs, employing a fundamentally driven, generally long-term investment approach with the use of tactical strategies and borrowing to manage client exposures.

Peter Quigley is a financial advisor at Holos Integrated Wealth with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Renvyle Partners, LLC since 2006. Outside of his advisory role, he serves on the board of the Philadelphia Glider Council, a nonprofit organization promoting aviation. Holos Integrated Wealth provides discretionary wealth management and financial planning to individuals, trusts, estates, charitable organizations, and privately held businesses. The firm employs long-term, goals-based investment strategies using a combination of macroeconomic, fundamental, cyclical, and technical analysis to tailor portfolios according to each client’s risk profile and objectives.

Zack Bowen is a financial advisor with Bowen Asset Management LLC in West Chester, PA, holding Series 63 and Series 65 designations and 13 years of industry experience. He has been with Bowen Asset Management since 2012. Outside of his advisory role, he serves as an advisory board member and treasurer for the New Garden Township General Authority in Chester County, PA. Bowen Asset Management LLC is a small wealth management firm serving primarily high-net-worth individuals, trusts, pension plans, nonprofits, and business entities. The firm provides comprehensive services including portfolio management, financial and retirement planning, and consulting, using an agnostic investment approach that combines fundamental and technical analysis across active and passive funds, with a focus on tailored asset allocations.

Daniel Picinich is a CFP® with 12 years of industry experience and has been with Private Wealth Management, LLC since 2015. He holds the Series 66 license and operates from Exton, PA. In addition to his advisory role, he owns and manages a tax preparation and filing business, Eagle Tax Service, LLC. Private Wealth Management, LLC provides discretionary and non-discretionary portfolio management primarily to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis and manages accounts directly, employing a range of investment strategies including long-term trading, margin, and options.