Amish Desai is a financial advisor at Red Spruce Capital, LLC, holding a Series 65 designation with 14 years of industry experience. He has been with Red Spruce Capital since 2011. Red Spruce Capital provides discretionary investment management and advisory services to individuals, trusts, estates, and corporations, focusing on customized portfolio construction using individual securities, mutual funds, and ETFs. The firm emphasizes fundamental analysis and a long-term investment approach, while also employing tactical strategies and borrowing in separately managed accounts under discretionary authority.

Gregg Gottlieb is a CFP® with 36 years of experience in the financial services industry. He is currently affiliated with Viable and has held positions at firms including LPL Financial and Kestra Financial Services. Outside of his advisory work, he is involved in several non-variable insurance businesses. Viable provides financial planning, investment advisory, insurance consultancy, and retirement plan advisory services to individuals, families, businesses, trusts, and charitable organizations. The firm employs a goal-based investment process emphasizing behavioral finance and asset allocation, primarily using Exchange Traded Funds for cost and tax efficiency.

Charles Falco is a financial advisor with Limerick Financial Group, LLC in Limerick, PA, holding Series 63 and Series 65 designations and 20 years of industry experience. He has been with Limerick Financial Group since 2006 and previously operated Falco and Associates, Inc. for 34 years. Limerick Financial Group serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, providing discretionary portfolio management, financial planning, consulting, and retirement-plan advisory services. The firm uses a range of investment strategies including mutual funds, ETFs, bond funds, government securities, proprietary asset-allocation models, and specialty equity strategies, and manages approximately $68 million in discretionary assets.

Patricia Mchugh is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Barnstone Advisors LLC since 2021. Prior to this, she worked for six years at Hotaling Investment Management, LLC. Barnstone Advisors provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm manages approximately $241 million in discretionary assets for about 90 client relationships and uses a variety of analysis methods and investment instruments tailored to each client’s circumstances.

Benjamin Smith is a CFP® and holds a Series 65 license with 19 years of industry experience. He has been with Wealthcare Solutions, LLC since 2014. Wealthcare Solutions provides comprehensive financial planning and personal wealth management primarily to individual clients, including business owners and professionals. The firm uses a proprietary blend of fundamental, technical, and cyclical analysis applied to model portfolios and offers both discretionary and non-discretionary portfolio management, along with services related to insurance and annuity products.

Hildy Richelson is a financial advisor at Scarsdale Investment Group, Ltd., holding a Series 65 designation with 33 years of industry experience. She has been with Scarsdale Investment Group since 1987. Scarsdale Investment Group provides fee-only, non-discretionary investment advice and stand-alone financial planning primarily focused on fixed-income securities and brokered certificates of deposit. The firm emphasizes long-term purchases, bond ladder construction, and requires client approval for each trade.

Tarif Carson, CFP®, serves as the Director of Portfolio Strategy & Wealth Planner at 2nd Story Wealth Planners, LLC, where he blends nearly 20 years of portfolio management expertise with his passion for cultivating meaningful client relationships. He designs and oversees the investment portfolio models that guide clients toward their financial goals, while also working directly with clients to deliver personalized financial strategies that align with their values, aspirations, and long-term legacies. Throughout his career, Tarif has partnered with many clients—from high-net-worth individuals managing significant portfolios to underserved communities striving toward financial independence. His professional journey includes roles as a Senior Lead Planner at Facet Wealth, where he helped clients achieve major life goals such as early retirement, homeownership, and world travel, and as a Senior Financial Advisor at Vanguard, managing over $500 million in assets while collaborating with clients and their tax professionals to ensure tax-efficient decisions. Tarif’s approach to planning evolves as life changes, ensuring clients' financial plans remain flexible and forward-looking. In addition to his technical expertise, Tarif believes strongly in the power of personal growth and financial legacy. His guiding philosophy: "Your beliefs become your thoughts, your thoughts become your words, your words become your actions, your actions become your habits, your habits become your values, your values become your destiny," serves as the foundation for how he advises clients on building lasting legacies for their families. Outside of his professional role, Tarif is focused on planting the seeds of a meaningful legacy for his family and helping his clients do the same—building not just wealth, but values that endure across generations. His commitment to mentorship extends this philosophy, as he is dedicated to guiding and developing aspiring financial planners. Through mentorship, Tarif ensures that the next generation of financial professionals upholds the same standards of integrity, service, and the pursuit of financial empowerment. Tarif earned a Bachelor of Science in Finance from the first HBCU Cheyney University and holds the CERTIFIED FINANCIAL PLANNER™ designation. He is also a member of the Financial Planning Association, Association for African American Financial Advisors and a VITA Volunteer who helps income tax payers accurately prepare and file taxes

James Olsen is a CFP® and CFA® with 22 years of industry experience, currently serving as a financial advisor at Malvern Capital Management since 2018. He previously worked at Onesource Retirement Advisors, Inc. from 2016 to 2018. Outside of his advisory role, Olsen serves on the finance committee for St. John's Lutheran Church and is the treasurer for the Kensworth Open Space Association. Malvern Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and foundations. The firm uses a strategic, long-term asset allocation process that incorporates traditional and non-traditional investment vehicles and offers ERISA fiduciary services for retirement plans.

Vivek Sharma is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He is the founder and principal of Connotia, LLC, a pharmaceutical consulting firm specializing in strategic and scientific analysis for pharmaceutical projects. He is currently affiliated with Gwynedd Wealth Partners, LLC. Gwynedd Wealth Partners provides investment advisory and financial planning services to individuals and high net worth clients through discretionary managed accounts and written financial plans. The firm’s investment approach focuses on aligning asset allocation with client risk tolerance and time horizon, employing various strategies including asset-allocation models and technical analysis.

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.

Ella Gillespie is a Series 65-licensed advisor at Pegasus Management Services L.L.C. in King of Prussia, PA, with one year of industry experience. Prior to joining Pegasus, she worked briefly at Wells Fargo Advisors and has been a student since 2016. Pegasus Management Services offers discretionary and non-discretionary asset management, comprehensive financial planning, and ERISA retirement plan services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans. The firm provides individualized investment programs based on client goals and risk tolerance and also conducts public seminars and workshops on investment topics.

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.

Franklin Morgan is the sole advisor at Morgan Financial Incorporated, holding Series 63 and Series 65 designations with 27 years of industry experience. He has worked at Cambridge Investment Research, Inc. since 2006 and has been involved with Morgan Financial Incorporated since 2005. Outside of advising, he is a member of the LLC that operates Lazy B Bar and Cafe in Montana and also works as an independent insurance agent. Morgan Financial serves individual and high-net-worth clients with personalized portfolio management and comprehensive financial planning services. The firm employs a fundamental analysis-based investment approach focused on long-term strategies, managing most assets on a discretionary basis and providing regular reports to clients.

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.