Caden Salvino is the sole advisor at Salvino Capital Management, LLC, an independent firm. He holds Series 63 and Series 65 licenses and has one year of industry experience, including prior roles at JPMorgan Chase and Charles Schwab. Salvino Capital Management, LLC provides wealth-management and portfolio-management services, along with financial planning and consulting, to individuals, families, trusts, estates, business owners, and small businesses. The firm’s investment approach emphasizes asset allocation, tax-aware strategies, diversification, and periodic rebalancing across various securities, with both discretionary and non-discretionary account management.

Stephen Giordano is a financial advisor at Woodmont Wealth Management, LLC with 26 years of industry experience. He holds a Series 66 license and previously worked at firms including Avantax Advisory Services and Cetera Wealth Services. Outside of financial advising, he owns American Ink, a printing business that produces items such as business cards and signage. Woodmont Wealth Management provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients, employing a range of analytical methods to tailor investment strategies to client objectives. The firm is independently owned and currently in an early stage of operations.

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.

Nathan Martin is a financial advisor with Atlantic Financial Management LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Atlantic Financial, he worked at LPL Financial and Private Advisor Group, LLC. Outside of his advisory role, Martin owns Harbour Closing Company, a mobile notary and real estate wholesaling business. Atlantic Financial Management serves individual and high-net-worth clients with discretionary investment management, wealth management, and financial planning. The firm employs a primarily long-term investment approach using low-cost mutual funds, ETFs, and other instruments, and manages client assets on a discretionary basis.

Steven Suib is the sole advisor at Preservation Wealth Management in King of Prussia, PA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has operated his own business, Steven Suib, Inc., since 2000. Outside of investment advising, he devotes a significant portion of his time to an affiliated insurance business, selling fixed insurance products. Preservation Wealth Management is an independent, state-registered investment adviser serving individual clients through discretionary asset management and financial planning. The firm employs a variety of analytical approaches and offers access to third-party managers and model portfolios while managing a small client base with regular portfolio 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.

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. He also has prior experience 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 employs a strategic asset allocation approach using passive index funds and ETFs supplemented by individual equities and actively managed funds, with quarterly account reviews and tailored financial planning.

Robert Vile is a CFA® charterholder with 22 years of industry experience. He has been with Prime Solutions Financial Services Corp. in Horsham, PA since 2003. Prime Solutions Financial Services Corp. provides discretionary portfolio management and investment advisory services to individual and institutional clients, managing approximately $12.7 million. The firm employs a bottom-up, growth-oriented investment approach focused on U.S. large-cap companies, combining fundamental and technical analysis with low portfolio turnover and customized strategies.

Michael Galantino is the managing member of Philadelphia Partners Capital Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Boenning & Scattergood Inc and Chapin Davis, Inc. Galantino is also involved in insurance sales through Chapin Davis Insurance, Inc., focusing on variable and fixed insurance products. Philadelphia Partners Capital Management provides discretionary investment management to individuals, pension plans, trusts, charitable organizations, and institutions. The firm emphasizes fundamental analysis with a focus on large-cap growth equities while incorporating small- and mid-cap selections, mutual funds, and ETFs, managing accounts under discretionary authority.

Todd Purring is an investment advisor representative at Kohlhepp Investment Advisors, Ltd. with 15 years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Inc. and Kohlhepp Investment Advisors since 2014. Outside of his advisory role, he coaches youth athletics at the Penn Athletics Club. Kohlhepp Investment Advisors serves individual and high-net-worth clients as well as ERISA plans, offering discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm constructs individualized portfolios using fundamental and technical analysis and provides both in-house management and access to third-party money managers.

Terence Brogan is a financial advisor at Brogan Asset Management, LLC with 26 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Wellington Shields & Co., LLC and Brogan Group Equity Research. Brogan Asset Management provides personalized financial planning and discretionary investment management to individual clients, focusing on services such as cash-flow and tax planning, retirement and education funding, estate planning, and ongoing portfolio supervision. The firm employs a mix of fundamental, technical, and cyclical analysis to construct and monitor portfolios, conducting regular reviews and offering financial planning on an hourly or fixed-fee basis.

Neal Keitz is the sole advisor at Keitz Investment Management Ltd. in Jenkintown, PA, with 31 years of industry experience. The firm has a background in accounting, reflecting Keitz’s prior ownership of an accounting practice and experience as a Certified Public Accountant. Keitz Investment Management Ltd. provides discretionary investment management and standalone advisory services to individual investors, trusts, non-profits, and corporate clients. The firm follows a value-investing philosophy through its internally developed K.I.M. System, focusing on long-term equity ownership, active security selection, diversification, and tax-aware portfolio management.

Adam Mehrer is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with Wills Financial Group since 2013, including its predecessor entity, and currently works at Wills Financial Group, LLC as part of a four-advisor team. Wills Financial Group, LLC provides discretionary portfolio management and advisory services to individuals, families, retirement plans, trusts, estates, and foundations. The firm employs fundamental security analysis and maintains balanced allocations across various asset classes, focusing on long-term holdings and operational limits such as not investing in cryptocurrencies or offering wrap fee programs.

Rick Vala is a CFP® professional with nine years of industry experience. He is currently with VaMa Oak Wealth, LLC, where he has worked since 2023. Prior to joining VaMa Oak Wealth, he held roles at Bank of America, N.A. and Merrill. VaMa Oak Wealth serves individuals, trusts, retirement plans, and corporate entities, offering portfolio management, financial planning, and consulting services. The firm uses a multi-faceted investment approach that includes fundamental, quantitative, and technical analysis, with portfolios monitored and rebalanced regularly across various asset classes.

Cauldon Quinn is a financial advisor with Bancroft Capital, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at CFG Capital Markets, LLC since 2017 and previously at Drexel Hamilton, LLC from 2010 to 2016. Bancroft Capital provides investment advisory and retirement plan services primarily to institutional and plan clients, including pension and profit-sharing plans, banks, corporations, and high-net-worth individuals. The firm offers ERISA-focused retirement consulting and financial planning, emphasizing long-term strategies and portfolio diversification.

Howard Trauger is a financial advisor with Philadelphia Partners Capital Management, LLC, where he has worked since 2026. He holds 33 years of industry experience, including nine years at Carnegie Investment Counsel. Philadelphia Partners Capital Management provides discretionary investment management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm’s investment approach focuses on fundamental analysis with an emphasis on large-cap growth equities and incorporates the use of mutual funds, ETFs, and tax considerations in portfolio construction.

John Slater is a financial advisor at Cubic Advisors, LLC with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Cubic Financial Advisors LLC since 2012. Cubic Advisors serves individuals, including high-net-worth clients, and business entities such as insurance companies. The firm offers discretionary and non-discretionary portfolio management, financial planning, and a specialized 55Plus retirement planning service, using a combination of quantitative optimization, risk/return analysis, and technical trading models to tailor portfolios.

Joseph Paul is a financial advisor with Trident Advisors Inc. in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Trident Advisors since 1999 and concurrently worked at Cresap Inc. from 1999 to 2019, returning there again in 2020. Outside of his advisory role, he consults on outside investments, including real estate, and occasionally sells insurance. Trident Advisors provides discretionary and non-discretionary investment advisory services primarily to individual investors, corporate clients, trusts, and non-profit organizations. The firm focuses on asset allocation and portfolio management using a long-term investment approach that incorporates a style allocation matrix based on risk tolerance, income needs, and time horizon.