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.

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.

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.

Brian Schreiner is a financial advisor with 24 years of industry experience, currently operating as the sole advisor at Alpha Rock Investments, LLC. He holds Series 65 and Series 63 licenses and has previously worked at Metric Financial LLC, Integral Wealth Securities LLC, and CMG Capital Management Group Inc. Alpha Rock Investments, LLC is an independent, single-advisor registered investment adviser that provides individualized asset management and comprehensive portfolio management to individuals, trusts, pension, and business clients. The firm employs a diverse set of research methods and strategies, including long-term buys, tactical trades, and the use of private credit and alternative investments alongside public securities.

Epifania Maphosa is a financial advisor at Krown Advisory with Series 65 credentials and one year of industry experience. Her background includes roles at Accountora LLC, Wealth and Keys LLC, Keller Williams Real Estate, and Sofidel America Corp. She also has experience in both the corporate and real estate sectors. Krown Advisory serves individuals, families, pre-retirees, retirees, business owners, and entrepreneurs by providing personalized financial planning, retirement planning, investment advisory, and portfolio management services. The firm operates as a technology-enabled, remote-first adviser with a holistic, planning-oriented approach that includes educational seminars and public education initiatives.

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. He has worked at several firms including Coppell Advisory Solutions LLC and Thrive Capital Management, LLC. Dougherty also serves as vice president and treasurer for multiple nonprofit organizations. PLC Investment Solutions, LLC 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, third-party portfolio modeling, and Monte Carlo simulations to develop risk-adjusted return profiles and probabilistic outcomes while offering fiduciary investment advice and educational webinars.

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 designations. Prior to founding Spring City Partners in 2018, he worked at Janney Montgomery Scott LLC for three years. In addition to his advisory role, he engages in tax-preparation and bookkeeping activities outside of his investment work. Spring City Partners is an independent firm that provides discretionary investment management, written financial planning, and retirement-plan consulting to individuals, families, trusts, estates, and charitable organizations. The firm employs a long-term, value-oriented investment approach with an emphasis on fundamental analysis and proprietary alternative data sets, often using concentrated portfolios and strategies such as margin and options tailored to client risk profiles.

Paul Sun is the sole advisor at Sunquest Wealth Management, LLC, an independent firm based in North Wales, PA. He holds Series 63 and Series 66 designations and has 20 years of industry experience. Sun has led Sunquest Wealth Management since 2013. Sunquest Wealth Management serves individuals and a variety of entities, including pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides discretionary portfolio and investment management along with financial planning services, using fundamental analysis to create tailored portfolios that include mutual funds, ETFs, equities, debt securities, and options.

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.

Andrew White is a financial advisor at Latham Financial LLC in Ivyland, PA, with one year of industry experience. Prior to his current role, he served for 21 years at the United States Department of Defense. He holds the Series 65 designation. Latham Financial LLC provides personalized financial planning and discretionary investment management to individuals, families, trusts, estates, churches, and businesses. The firm focuses on long-term, research-based asset allocation and tax-aware strategies, including consulting on technology-related investments such as Bitcoin-related securities.

Hans Sharma is a CFP® professional with 36 years of experience in the financial industry. He is the founder and president of Sharma Associates, Inc., an independent registered investment advisor firm he has led since 2001. Prior to establishing his firm, he held positions at Innovation Partners LLC, MerCap Securities, and Kovack Securities. Outside of his advisory work, Sharma is the founder and volunteer president of the Himalayan Hope Charitable Foundation, a public charity supporting education. Sharma Associates provides comprehensive financial planning and portfolio management primarily for individual clients, focusing on retirement planning and income solutions. The firm employs a fiduciary, CFP-based planning process with diversified, ETF-centered allocations and manages a substantial portion of assets on a non-discretionary basis.

Daniel Vass is the principal advisor at VASS Financial Strategies in Lafayette Hill, PA, holding a Series 66 designation with 12 years of industry experience. He founded VASS Financial Strategies in 2015 and is licensed to sell life and health insurance, dedicating approximately 15% of his time to insurance sales. VASS Financial Strategies offers investment management and comprehensive financial planning services to individual households, high-net-worth clients, and retirement/pension plans. The firm uses a blend of active and passive investment techniques, manages accounts on a discretionary basis with quarterly reviews, and provides retirement plan consulting and fiduciary services to employer plan sponsors.

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 with 44 years of industry experience. He holds Series 63 and Series 65 designations and has led Divi-Vest Advisors since 1991. Outside of his advisory role, Byrne serves as managing partner of Colorfield Partners, an artist’s estate management firm. Divi-Vest Advisors is an independent, fee-only investment adviser serving high-net-worth individuals and institutional clients. The firm focuses on dividend-yield and dividend-growth equity selection, primarily using stocks from major indices, and manages assets on a discretionary basis.

Ronald Saul II is a CFP®-certified financial advisor with 16 years of industry experience, currently serving at Omaris Financial, LLC. His prior roles include positions at Vanguard and Collective Wealth Partners, LLC. He is also involved in financial education and literacy, creating content, hosting webinars, and providing one-on-one coaching through Omaris Financial. Omaris Financial, LLC provides financial planning and investment management services to individuals, high-net-worth clients, and businesses. The firm blends passive and active investment strategies, constructs individualized policies, and incorporates third-party managers in its portfolio management.

Joshua Fennimore is the sole advisor at Benchmark Financial, an independent advisory firm located in Schwenksville, PA. He holds Series 63 and Series 65 credentials and has 19 years of industry experience, with 18 years at his own firm, Fennimore Advisory, LLC dba Benchmark Financial. Benchmark Financial serves individuals, trusts, estates, and businesses with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm customizes portfolios using mutual funds, ETFs, individual stocks and bonds, and provides ongoing reviews and communication while integrating third-party platforms for consolidated reporting and planning.

My name is Rob Stromberg. I’m a CFP® and the founder of Mountain River Financial. I provide fiduciary and fee-only advice, investment management, and financial planning to six-figure earners in their 30s and 40s. I focus on helping clients make wise and purposeful decisions with their money so they can live a rewarding life today while building wealth for a successful tomorrow. With insight gained from my time working at an institutional wealth management firm in Connecticut where I consulted with other independent advisory firms to help them build better portfolios for their clients and more efficient overall advisory practices, I got my CFP® certification and founded Mountain River Financial so that I could begin working directly with my core client market of high-income earners under 50. I’m an active member of NAPFA and the XY planning network and am a frequent contributor to publications including The Wall Street Journal, US News & World Report, The Washington Post, Investment News, CNN Business, Nerdwallet and Yahoo! Finance, among others. Above all else, I’m committed to being the best husband and dad I can be. When I’m not manning the helm at Mountain River, you’ll find me enjoying quality time with my wife Kara, son Noah, daughter Addison, and our dog Autumn. We love spending time at the shore, generally enjoying the outdoors, and hanging together with our large extended family around the mid Atlantic.