Robert Fertman is a financial advisor with Bryn Mawr Wealth Management LLC in Bryn Mawr, PA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Bryn Mawr Wealth Management since 2007. In addition to his advisory work, he provides personal and life coaching as well as Shiatsu bodywork, dedicating about 20% of his time to these activities. Bryn Mawr Wealth Management offers investment advisory and portfolio management services primarily to individual clients, as well as to pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses proprietary composite-based models and a formal investment policy statement process to tailor portfolios according to clients’ objectives, risk tolerances, and time horizons.

Timothy Slothower is a CFP®-certified financial advisor with 21 years of industry experience. He is the principal of Grace Financial Advisors LLC, an independent firm he has led since 2017, following prior roles at Harbor Financial Services and operating under his own dba. Outside of advising, he serves as CFO for Keener Kraftsmen LLC, a general contracting business focused on home renovations, and works as an independent insurance agent offering various insurance products. Grace Financial Advisors LLC provides comprehensive financial planning and investment management to individuals, small businesses, foundations, and charitable organizations. The firm’s investment approach combines fundamental analysis with active and passive strategies, emphasizing long-term growth, income, and capital preservation, and includes services such as retirement-plan advice and periodic educational workshops.

Shawn Mcgill is a financial advisor with Rittenhouse Wealth Management, LLC in Philadelphia, PA, holding Series 63 and Series 65 licenses and having eight years of industry experience. He previously worked at Wilmington Trust for 13 years before founding his current firm. Mcgill serves as Treasurer and Chair of the Investment Committee for the Union Benevolent Association, a charitable foundation in Philadelphia. Rittenhouse Wealth Management provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes a goal-driven, fiduciary approach, combining qualitative and quantitative analysis to manage discretionary portfolios and oversees third-party advisers as part of its investment process.

Robert Wilson is the sole advisor at Wilson Insight in Philadelphia, holding Series 63 and Series 65 designations with 12 years at Wilson Insight and a total of 8 years in the industry. He previously worked at Blazer Investment Advisors, LLC for three years. Outside of his advisory work, he is involved with ROBWILSONTV LLC, focusing on media, public speaking, and coaching unrelated to investments. Wilson Insight provides investment management, financial planning, and wealth management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs an asset allocation approach informed by fundamental, technical, charting, and economic analysis, offering portfolios that include mutual funds, ETFs, equities, fixed income, REITs, and options, and may engage third-party investment managers when appropriate.

Joseph Falcone is a financial advisor at Falcon Royal Investment Management in Philadelphia, PA, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked concurrently in the hospitality industry, including roles at Le Meridian and Westin Hotel. Falcone has also worked temporarily in hotels across different states and internationally. Falcon Royal Investment Management provides portfolio management services to individual and high-net-worth clients, managing approximately $3.13 million across nine relationships. The firm employs a long-term, non-discretionary investment approach based on modern portfolio theory, focusing on asset allocation and risk management with quarterly reviews.

Michael Ayella Silver is a financial advisor at Michael Leslie Investments LLC in Philadelphia, PA, holding a Series 65 designation with one year of industry experience. He has worked at Michael Leslie Investments since 2019 and also serves as a paralegal contractor at Langsam Stevens Silver & Hollaender LLP. Michael Leslie Investments LLC provides discretionary asset management and ongoing financial planning to individual and high-net-worth clients, offering tailored portfolios based on clients’ goals, time horizons, and risk tolerances. The firm employs a mix of fundamental, technical, and charting analysis across various strategies, with periodic reviews that include rebalancing and tax-loss harvesting.

Robert Hackett is the principal of On Target Financial Planning and holds a Series 65 designation with two years of industry experience. He has worked at Weston Solutions Inc. since 2013, where he serves as CIO and Vice President, Director of Technology. His role at Weston Solutions is separate from his financial advising activities. On Target Financial Planning provides fee-only financial planning and tax-preparation services to individuals and high-net-worth clients through ongoing, limited-scope, and subscription-based engagements. The firm does not manage client assets or execute trades, instead offering portfolio guidance based on a combination of fundamental, technical, cyclical, and charting analyses, incorporating both passive and selectively active fund strategies.

Nathaniel Kangpan is the principal advisor at Kangpan & Co. with a Series 65 credential and one year of industry experience. He has previously worked at KG Beacon LLC, Kepler Group, and Kangpan Group LLC. Outside of his advisory role, Nathan occasionally provides limited business consulting and strategy services through Kangpan & Co. Kangpan & Co. is an independent advisory firm serving retail and institutional clients, typically those with at least $500,000 in investable assets. The firm uses a data-driven, analytical approach combining fundamental, quantitative, and portfolio analysis to create customized financial plans, and it publishes a public newsletter detailing its investment strategies and modeled performance.

Ashwini Aragam is the sole advisor at Ashram Capital LLC, holding a Series 65 credential with one year of industry experience. Prior to founding Ashram Capital, Aragam worked at Salesforce and Accenture, and was retired for five years before starting the firm. Ashram Capital LLC provides discretionary investment management mainly to individuals and families, as well as high-net-worth clients, trusts, estates, and business entities when appropriate. The firm employs a long-term, equity-focused approach centered on individual publicly traded stocks, supplemented by ETFs and cash holdings, and uses a structured suitability process with customized Investment Policy Statements.

Thomas Padilla is the principal of TP Investment Advisory Services, LLC, an independent advisory firm based in Wayne, PA. He holds Series 63 and Series 65 designations and has 24 years of experience in the financial industry. Prior to his current role, he has been associated with Wealthcare Advisory Partners, LLC since 2022 while maintaining his position at TP Investment Advisory Services since 2011. TP Investment Advisory Services provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The firm offers discretionary and non-discretionary services, including pension consulting, and conducts client assessments to propose tailored portfolios involving ETFs, mutual funds, individual securities, and periodic rebalancing.

Grant Wei is a CFA® charterholder with two years of industry experience. He is the principal advisor at Limeral Research and has previously worked at Parnassus Investments and Sanford Bernstein. Limeral Research provides discretionary portfolio management for individuals, high-net-worth clients, trusts, estates, and other business entities. The firm employs a fundamental, research-intensive approach focused on a concentrated portfolio with a multi-year investment horizon and emphasizes alignment of interests through substantial personal investment by the managing member.

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.

Rebecca Leonard is a financial advisor at LINC Wealth Solutions with 16 years of industry experience. She holds Series 63 and Series 65 designations and has operated Leonard Investment Consulting, LLC since 2014. LINC Wealth Solutions is an independent, state-registered investment adviser managing approximately $9.8 million in assets for a limited client base that includes individuals, trusts, retirement plans, charitable organizations, and corporations. The firm emphasizes a discovery process to tailor asset allocations using mutual funds, ETFs, and separately managed accounts, employing both long-term and shorter-term strategies with ongoing portfolio monitoring.

Robert Smith is a CERTIFIED FINANCIAL PLANNER™ practitioner with 41 years of industry experience. He has been with Comprehensive Financial Advisers since 1998. Comprehensive Financial Advisers offers personalized financial and wealth-management planning for individuals, families, trusts, estates, family businesses, and related entities. The firm’s approach focuses on managing downside risk and combines various strategies, including relative-return, absolute-return, tactical, and alternative investments, delivered through a consultative process that incorporates client goals and coordination with other advisors.

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.

Charles Weeks is the sole advisor at Weeks Financial Services, LLC, an independent firm based in Erdenheim, PA. He holds the CFA® designation along with Series 63 and Series 65 licenses, and has 23 years of industry experience. Weeks has led his firm since its founding in 2014. He also serves as an unpaid trustee of an external foundation. Weeks Financial Services provides portfolio management to individuals, high-net-worth families, and trusts and estates, focusing on fundamental analysis and direct stock selection. The firm customizes portfolios based on client-specific restrictions and risk tolerances, offering both discretionary and non-discretionary management through asset allocation and model portfolios.

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.

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 at Alpha Rock Investments, LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including Metric Financial LLC, Integral Wealth Securities LLC, CMG Capital Management Group Inc, and Schreiner Capital Management, Inc. Alpha Rock Investments, LLC is an independent, single-advisor registered investment adviser that provides individualized asset and comprehensive portfolio management to individuals, trusts, pension, and business clients. The firm employs a diverse range of research methods and strategies, including private credit and alternative investments, and generally does not permit client-imposed security restrictions.

Brian Lureen is the president and CEO of Heritage Advisory Services, Inc. and affiliated entities, with 39 years of industry experience. He has served in leadership roles at Heritage Fincorp, Inc., Heritage Wealth Management Services, Inc., and Heritage Financial Systems, Inc. since 2007. Lureen is registered with Series 63 and Series 65 licenses and manages strategic growth and corporate initiatives across these related firms. Heritage Advisory Services manages a small book of clients including individuals, trusts, high-net-worth investors, and retirement plan participants. The firm provides non-discretionary investment supervisory services, financial planning, and manager selection, utilizing a tactical allocation strategy that combines fundamental and technical analysis applied through diversified model portfolios.