Robert Goldberg is a CFP® professional at Blue Coast Financial Planning with two years of industry experience. Prior to founding Blue Coast, he worked for Accenture from 2011 to 2023. Blue Coast Financial Planning offers fee-only financial planning and consulting to individuals and high-net-worth clients, focusing on long-term planning with a simplified, broadly diversified investment approach. The firm emphasizes educational seminars and hourly, project-based planning engagements, with clients responsible for implementing recommendations through their chosen custodians.

Reid Miller is a financial advisor at Monte Capital Group LLC with 13 years of industry experience. He holds a Series 65 designation and has worked with ENGIN Partners LLC since 2014 and Millergroup Investments, LLC since 2011. Miller is also an adjunct professor at Villanova University, where he teaches corporate finance, quantitative investing, and financial engineering to graduate students. Monte Capital Group provides discretionary and non-discretionary investment advisory services to individuals, trusts, corporations, and pooled investment vehicles. The firm employs an active, multi-instrument trading approach combining quantitative and fundamental analysis across various asset classes and offers both portfolio implementation and non-discretionary advice.

Bryan Moylan is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Traverse Private Wealth. His prior roles include positions at NWAM, LLC dba Northwest Asset Management, Beacon Pointe Advisors, LLC, Walden Capital Advisors, and Veritat Advisors. Moylan holds Series 63 and Series 65 registrations. Traverse Private Wealth is an independent investment adviser providing discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm also offers retirement plan consulting and ERISA-related services, constructing client-specific portfolios using tactical, strategic, and buy-and-hold approaches informed by fundamental, technical, cyclical, and quantitative analysis.

Ken Cavalluzzo is the sole advisor at CJK Capital Management, LLC, an independent firm based in Doylestown, PA. He holds a Series 65 designation and has 21 years of experience in the financial industry. Since founding CJK Capital Management in 2014, he has focused on providing investment advisory services to a variety of clients. CJK Capital Management offers investment advisory services primarily through separately managed accounts to individuals, retirement accounts, trusts, estates, charitable organizations, family foundations, corporations, and other business entities. The firm utilizes a value-oriented, long-term investment strategy focused on after-tax capital appreciation with a moderate risk profile and also provides pension consulting and services to employee benefit plans.

Donald Bird is a CFP® with 12 years of industry experience and is the principal advisor at Bird Financial Group LLC, an independent firm based in Philadelphia, PA. Prior to founding Bird Financial Group in 2024, he worked at PFM Asset Management LLC and Hirtle & Co., LLC. Outside of his advisory role, Donald Bird is actively engaged in coaching and speaking on leadership, financial education, and personal growth through Bird Brand Enterprises LLC, and he produces financial planning and personal development content via Be Legendary Media Group LLC. Bird Financial Group LLC provides financial planning and portfolio management services to individuals, families, high-net-worth clients, and business entities. The firm employs a mix of fundamental, quantitative, technical, and cyclical analysis, offering model portfolios tailored to client objectives, risk tolerance, and time horizon, supported by regular reviews and integrated financial planning tools.

Nisiar Smith is a financial advisor with Courtside Wealth Partners LLC in Blue Bell, PA. He holds a Series 65 designation and has two years of experience in the industry. Prior to founding Courtside Wealth Partners, Mr. Smith held roles at PNC, J.P. Morgan Securities, JPMorgan Chase Bank, and Police and Fire Federal Credit Union. He also serves as a Financial Wellbeing Coach at On The Goga, where he provides financial education programming on topics such as credit, budgeting, and mindset to corporate clients. Courtside Wealth Partners LLC offers investment management and comprehensive financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs a fee-only, discretionary portfolio management approach based on Modern Portfolio Theory, combines fundamental analysis with passive fund strategies, and integrates tax planning through an affiliated accounting firm.

Lawrence Portnoff is the sole advisor at AI Advisor, Inc. with 31 years of industry experience. He has worked at Integrated Financial Resources, Inc. since 1989. Outside of his advisory work, he is involved part-time with a digital-marketing company and provides occasional consulting on due diligence for early-stage businesses. AI Advisor, Inc. is an independent firm offering fee-only investment management and financial planning primarily to individual and high-net-worth clients. The firm uses fundamental analysis and a long-term investment perspective, providing discretionary portfolio management, modular consultation, and tailored financial planning.

I founded Alegre Wealth Management with a simple belief, money should be a source of freedom, joy, and alignment, not stress. After years advising high-net-worth clients and leading financial planning teams, I’ve learned that true wealth isn’t measured by what you have, it’s defined by how intentionally you use it. At Alegre, I partner with professionals, families, and business owners who want more than just investment management, they want a thoughtful, ongoing relationship with a planner who understands their goals, values, and life transitions. My role is to bring clarity to complexity, structure to opportunity, and a sense of calm to your financial life. With a planning approach that blends strategy and empathy, I help clients design lives that feel as good as they look on paper. Whether we’re building a comprehensive wealth plan, refining investments, or preparing for a major life shift, my goal is the same: to guide you toward a life that feels balanced, purposeful, and as our name reflects, alegre, full of joy.

Kurt Angstadt is a CFP® with 15 years of industry experience and currently serves as the sole advisor at K Wealth Advisors in Berwyn, PA. He previously worked at Sensening Capital Advisors, Inc. and Newbridge Wealth Management. Outside of his advisory role, he is a Partner and President at KandK Partners LLC, which occupies a small portion of his time. K Wealth Advisors is an independent, fee-only registered investment adviser offering comprehensive financial planning and portfolio management to individuals, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, integrated approach combining passive and active strategies, and provides retirement plan consulting and educational seminars alongside personalized wealth management services.

James Bloomer is a CFP® professional with seven years at Bloomer Financial Planning LLC and a prior 30-year tenure at Aon Corporation. He operates as the sole advisor at his independent firm based in Doylestown, PA. Bloomer Financial Planning LLC provides comprehensive financial planning and investment consulting to individual investors, emphasizing retirement readiness, tax efficiency, and risk analysis. The firm employs a cloud-based platform to create individualized plans, offers quarterly updates, and favors diversified portfolios combining passive and active strategies, with investment management conducted on a primarily non-discretionary basis.

You spent the last 30+ years building your wealth. Now what? You saved, sacrificed, and built a bigger nest egg than you ever imagined. I help couples with $2-5 million of investable assets who are approaching or entering retirement figure out how to actually use the wealth they've built. The transition to retirement brings a whole new set of decisions: How much can we spend? Which accounts should we use first? When should we take Social Security? How much can we give our kids? Should we do Roth conversions? How should we invest during retirement? Are we going to run out of money? How should we think about long-term care? Are there any ways to pay less in taxes? At Buoyant Wealth, we focus exclusively on retirement planning. Most firms claim to do a little bit of everything. Generalists, we'll call them. Not us. Retirement planning is all we do, and we'd like to think we're darn good at it. Because the goal isn't just to grow your portfolio anymore. It's to help you turn your lifetime of savings into a retirement you can actually enjoy. Without constantly wondering if you're spending too much, of course. Based in Pennsylvania, I work with couples locally and virtually across the country.

Stephen Giordano is a financial advisor with Woodmont Wealth Management, LLC, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Avantax Advisory Services, Cetera Wealth Services, and Charles Schwab. Outside of his advisory work, he owns American Ink, a small business specializing in printing and artwork coordination. Woodmont Wealth Management provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a range of investment analysis methods, including fundamental and technical approaches, and offers customized strategies aligned with client objectives.

Bradley Kleinfelter is the sole advisor at Black Oak Wealth Management, LLC in Phoenixville, PA. He holds a Series 66 designation and has 19 years of industry experience, including 17 years with his current firm. Black Oak Wealth Management serves individual and high-net-worth clients by providing ongoing portfolio management and investment supervisory services. The firm emphasizes individualized investment policies and employs a range of analytical methods and trading strategies on a primarily non-discretionary basis, with clients retaining final trade approval.

John Grib is a CFP® and CFA® credentialed financial advisor with 16 years of industry experience. He has been with Northport Investment Management, LLC since 2008. Northport Investment Management provides discretionary investment advice and portfolio management to individuals, high-net-worth clients, trusts, estates, and pension and profit-sharing plans. The firm employs a bottom-up, fundamental analysis approach focused on earnings-driven selection, dividend-paying companies, and appropriate fixed income, maintaining a long-term, low-turnover investment strategy.

Steven Suib is the sole advisor at Preservation Wealth Management in King of Prussia, PA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his own firm, Steven Suib, Inc., since 2000. Preservation Wealth Management is an independent advisory practice providing discretionary portfolio management and financial planning primarily for individual clients. The firm employs various investment methods and may utilize sub-advisors or third-party managers while focusing on retirement planning and periodic account reviews.

Edward Kohlhepp is the founder and CEO of Kohlhepp Investment Advisors, Ltd. He holds the ChFC® designation and Series 63 and Series 65 licenses, with 56 years of industry experience. He has been with Kohlhepp Investment Advisors since 1998 and has also worked at Cambridge Investment Research since 2004. Kohlhepp serves on the board of the Parvee Foundation. Kohlhepp Investment Advisors, Ltd. serves individual and high-net-worth clients as well as ERISA plans, providing discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm constructs individualized portfolios using fundamental and technical analysis and offers both in-house management and access to third-party money managers, with investment supervision guided by clients’ objectives, time horizons, and risk tolerances.

Scott Sheffer is a financial advisor at Carnegie Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Carnegie Wealth Management and affiliated firms since 2017. Outside of his advisory role, he is the owner of So Farr Holdings, LLC, a holding company related to his firm's ownership interests. Carnegie Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, emphasizing a long-term, strategic asset allocation approach with tactical adjustments based on market conditions.

George Toth is a CFP® with 44 years of experience in the financial industry. He is the owner of Chestnut Investment Advisory, where he has worked since 1988, and previously spent 25 years with Triad Advisors, Inc. Outside of his advisory work, he is an author and writer. Chestnut Investment Advisory serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing portfolio management, financial planning, and project-based advisory services. The firm focuses on non-discretionary, client-approved portfolio recommendations and employs fundamental investment analysis with both long- and short-term strategies.

Paul Murray is a financial advisor at PTM Wealth Management, LLC with 25 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at Kestra Financial Services, Inc. and earlier positions within PTM Wealth Management. Outside of advising, he is also a songwriter. PTM Wealth Management serves individual and high-net-worth clients by combining comprehensive financial planning with discretionary investment management. The firm follows a long-term, fundamental analysis investment approach, utilizing diversified mutual funds, ETFs, and individual securities to meet client needs.

Luc Lawson is a financial advisor at Diccianni Financial Group, Inc. with five years of industry experience. He holds the Series 65 and Series 63 designations and has worked at Diccianni Financial Group and Leigh Baldwin & Co., LLC since 2020. Lawson’s background also includes roles at 1847 Financial, IntePros consulting, Medi-Dose Inc, and Indiana University of PA. Diccianni Financial Group provides wealth management, tax planning, and estate planning services to individuals, high-net-worth clients, and pension plans. The firm uses a strategic asset allocation approach focusing on passively managed index funds and ETFs, supplemented by individual equities and actively managed funds, with client accounts reviewed at least quarterly.