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. His background includes roles at Coppell Advisory Solutions LLC, Elite Investment Team LLC, and Thrive Capital Management, among others. He is also vice president and treasurer for several nonprofit organizations. PLC Investment Solutions 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, portfolio modeling, and Monte Carlo simulations in its investment process and offers educational webinars on financial topics.

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 licenses and previously worked at Janney Montgomery Scott LLC for three years before joining Spring City Partners in 2018. Spring City Partners provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, and charitable organizations. The firm uses a long-term, value-oriented investment approach that incorporates fundamental analysis and proprietary alternative data, with portfolios often concentrated and involving margin and options strategies when suitable.

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.

Hans Sharma is the founder and president of Sharma Associates, Inc., an independent registered investment advisory firm based in Conshohocken, PA. He holds the CFP® designation and Series 63 license and has 37 years of industry experience. Prior to founding his firm, he worked at Kovack Securities Inc., MerCap Securities, LLC, and Innovation Partners LLC. Outside of his advisory work, he is the founder and a volunteer director of the Himalayan Hope Charitable Foundation, a public charity supporting education. Sharma Associates provides comprehensive financial life and retirement planning along with portfolio management for individual clients. The firm utilizes exchange-traded funds and individual stocks to build diversified portfolios with an emphasis on long-term, tax-conscious investing and retirement income solutions.

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, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has led Divi-Vest Advisors since 1991. Outside of his financial advisory role, Byrne serves as managing partner and artist's estate manager at Colorfield Partners. Divi-Vest Advisors is an independent, fee-only investment management firm serving individuals, trusts, estates, corporations, pension and profit-sharing plans, municipalities, and banks. The firm focuses on dividend-yield and dividend-growth equity analysis, primarily selecting stocks from the Dow Jones Industrial Average, the S&P 500, and similar indices.

Stephen Kovach is a financial advisor with Global Advisers, LLC in Philadelphia, PA, holding Series 63 and Series 65 designations and possessing 17 years of industry experience. He has been affiliated with Wall Street Global Advisers, LLC since 2015. Kovach serves on the Boards of Directors for The International Business Development Institute and The Boston Graduate School of Business, both nonprofit educational organizations. Global Advisers advises a diverse client base including individuals, families, trusts, charitable organizations, businesses, and plan sponsors. The firm employs Modern Portfolio Theory within a top-down analytical framework to create customized investment policies and manages portfolios using a range of instruments, while also providing financial planning and managed philanthropy services.

Steven Clott is a Certified Financial Planner (CFP®) and Certified Public Accountant (CPA) with 40 years of industry experience. He is the managing member of Dedicated Investment Advisers LLC, a firm he has been with since 2003, and has also worked as a broker at Leonard B Halpern since 2010. Outside of investment advisory, he is involved as a managing member of an insurance agency and maintains a CPA practice during tax season. Dedicated Investment Advisers LLC provides fee-based investment management and financial planning services to individuals, small businesses, and retirement accounts. The firm employs a strategic asset allocation approach combining low-cost index and ETF core holdings with selectively chosen active managers, and offers additional tax preparation and insurance services through affiliated entities.

Ben Engel is a financial advisor at Modesto Capital with a Series 65 designation and two years of industry experience. He has held roles at WideQ Financial and Meged Funding Group, where he performs accounting and finance tasks alongside his advisory work. Modesto Capital serves individual investors, high-net-worth individuals, and businesses, offering discretionary asset management, comprehensive financial planning, and retirement-plan advisory services. The firm combines public seminars and workshops with pension consulting and manages a concentrated client base with a focus on strategic asset allocation and ongoing portfolio monitoring.

I founded DeLuca Financial Planning to offer a more thoughtful, planning-focused approach to financial advice—one centered on the individual, not just the portfolio. Before starting the firm, I worked at Vanguard, studying investor behavior and how financial decisions are made. Analyzing the decisions of millions of investors meant working with assumptions. I’ve seen firsthand how quickly those assumptions can break down when life gets involved. That experience reinforced an important reality: while broad assumptions can be made based on factors like age or wealth, real financial decisions are far more personal and nuanced. Our approach is planning-first. Investment decisions are made in the context of a broader financial plan, with an emphasis on clarity, coordination, and long-term alignment. We offer flexible options, from one-time plans to ongoing advice and investment management. We believe that planning isn’t about working toward a predefined outcome—it’s about understanding what matters to you and building a plan designed to move you toward it. Because in practice, the most effective plan isn’t the one that looks perfect on paper—it’s the one that reflects your priorities and that you can follow consistently over time.

Glen Frost is a CFP® professional with 26 years of industry experience, currently serving as the sole advisor at Frost Financial Advisory Group LLC. His previous roles include extensive tenure at Morgan Stanley and Wells Fargo Advisors. Frost Financial Advisory Group LLC provides discretionary asset management to individuals, high-net-worth clients, trusts, small businesses, and estates. The firm focuses on asset allocation and modern portfolio theory to build diversified portfolios tailored to clients’ objectives and risk tolerances, with regular account reviews and ongoing monitoring.

Matthew Plaugher is a financial advisor at North Manor Capital in Philadelphia, PA. He holds a Series 65 designation and has five years of industry experience, including roles at Sei and Phasex Corporation. He began his advisory role at North Manor Capital in 2026. North Manor Capital is a newly formed, state-registered investment adviser that provides discretionary investment management and comprehensive financial planning to individuals and small businesses. The firm also offers accounting and bookkeeping services alongside advisory offerings and employs a multi-tiered investment approach tailored to client goals.

Joseph Defazio is a CFP® and ChFC® with 12 years of experience in financial advising. He has worked at Northwestern Mutual for nine years and has been with 10th Street Capital since 2022. Defazio is also licensed to sell insurance products and provides fee-based financial planning and consultation services. 10th Street Capital offers discretionary portfolio management and financial planning primarily to families, small business owners, and high-net-worth individuals. The firm uses a passive investment approach with model portfolios based on ETFs across multiple asset classes, complemented by insurance products and precious-metal ETFs to diversify client portfolios.

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.

Dean Spear is a financial advisor with The Benchmark Group RIA Services, LLC, holding a Series 63 license and more than 24 years of industry experience. He has been affiliated with The Benchmark Group since 1998 and has worked with various firms including Union Central Life Insurance and Ameritas Life Insurance. Outside his advisory role, Spear is involved in entrepreneurial ventures such as owning and managing commercial real estate properties and holding an ownership interest in a solar investment company. The Benchmark Group RIA Services, LLC provides comprehensive financial planning primarily to high-net-worth individuals and closely held, family-owned businesses, as well as pension and employee benefit plan consulting. The firm focuses on planning without managing client investment portfolios, serving instead as a pension consultant and referrer to unaffiliated investment advisers.

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.

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.

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.

Gregory Hart is a CERTIFIED FINANCIAL PLANNER™ with 10 years of industry experience. He has been the sole advisor at Haddon Wealth Management, LLC since 2015. Haddon Wealth Management, LLC is a fee-only, independent registered investment adviser serving individuals, high-net-worth clients, trusts, estates, business entities, and charitable institutions. The firm offers financial planning and discretionary investment management, incorporating tax-aware portfolio construction and a focus on charitable giving strategies.

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.