Steven Rosenberg is a financial advisor at The Aranda Group Advisors, LLC with 25 years of industry experience and holds a Series 66 designation. Prior to joining The Aranda Group in 2019, he worked at Raymond James & Associates for 13 years. Outside of his advisory role, he serves as treasurer of the Philadelphia Region Sports Car Club of America and owns a business unrelated to investments. The Aranda Group Advisors, LLC is a four-advisor registered investment adviser serving individuals, high-net-worth families, trusts, non-profit organizations, pensions, and businesses. The firm provides discretionary and non-discretionary portfolio management, integrating client-specific financial plans with long-term, diversified asset allocation strategies.

James Boyle is a CFP® with nine years of industry experience, currently serving as an advisor at Plan First Wealth LLC in Philadelphia, PA. His prior roles include positions at LPL Financial, Bank of America, Merrill, and FIS Brokerage & Securities Services. He also took a year for extended travel during his career. Plan First Wealth LLC serves British expatriates living in the U.S., providing portfolio management, pension transfer consultancy, and lifestyle-focused financial planning. The firm employs a long-term investment approach based on modern portfolio theory and offers customized planning supported by third-party sub-advisers and cross-border tax coordination.

Craig Jordan is a financial advisor at Apogee Financial Services Group, Inc. with 22 years of industry experience. He has been with Apogee since 1989 and holds the Series 63 designation. Apogee Financial Services Group, Inc. provides personalized, fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset-allocation, core-and-satellite approach with global diversification and primarily manages assets on a non-discretionary basis.

Debra Gaglioti is a financial advisor at Capital Planning Associates, Incorporated with 24 years of industry experience. She holds a Series 66 designation and has worked at Capital Planning Associates since 2011, following eight years at FSC Securities Corporation. Outside of her advisory role, she is involved in managing captive insurance companies through related business entities. Capital Planning Associates serves business owners, high-net-worth individuals, and employer retirement plans by providing personalized investment counseling, portfolio monitoring, and comprehensive financial planning. The firm emphasizes pension consulting and ERISA-related services, operating primarily on a non-discretionary basis while integrating insurance and accounting expertise through affiliated activities.

Steven Tambone is a CFP® and ChFC® with 23 years of industry experience. He has been the sole advisor at S & A Financial Strategies & Services, LLC since 2012. S & A Financial Strategies & Services, LLC is a fee-only registered investment adviser serving primarily individual clients and a smaller number of small businesses and corporations. The firm focuses on life-goals financial planning and ongoing tracking combined with investment management, typically using low-expense, no-load mutual funds and ETFs, with accounts monitored weekly and managed in a primarily non-discretionary manner.

Mark Friedenthal is a financial advisor at Friedenthal Financial, LLC, holding a Series 65 designation and with 17 years of industry experience. He has been with Friedenthal Financial since 2009. Friedenthal Financial provides investment supervisory services and financial planning to individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm manages client portfolios internally using both strategic and tactical asset-allocation approaches and maintains a client-specific Investment Policy Statement for each engagement.

Gary Votto is a financial advisor with Bishop & Associates Inc in Philadelphia, PA, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. His work history includes roles at PHL Futures LLC, Bishop Capital Advisers LLC, Systra LLC, and Kingsview Asset Management. He is a managing member involved in commodity pool operations and managing trading activities through affiliated entities. Bishop & Associates is a small registered investment adviser managing approximately $32 million across individuals, retirement accounts, charitable organizations, foundations, pension plans, and trusts. The firm offers discretionary portfolio management featuring a large-cap core equity strategy, fixed-income management, and an options overlay, with an emphasis on risk management and diversification through its Panoramic Portfolio Management approach.

Michael Woloshin is a financial advisor at Woloshin Investment Management, LLC with 45 years of industry experience. He has been with Woloshin Investment Management since 2004 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a director for Advanced Educational Services and is involved in life insurance sales and trustee services for Deferred Sales Trusts. Woloshin Investment Management provides discretionary investment management and financial planning to individuals, trusts, estates, foundations, retirement plans, and corporations. The firm manages approximately $180 million in client assets through a strategic asset allocation approach using four model portfolios and combines fundamental, cyclical, and technical analysis in security selection.

Devin Rainone is a CFP® and CFA® with four years of industry experience. He currently works at MOR Wealth Management, LLC and has prior experience with Commonwealth Financial Network, SK Wealth Management, and Massachusetts Mutual Life Insurance Company. MOR Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes a long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual stocks and bonds as appropriate, and manages accounts on a discretionary basis aligned with each client’s goals and risk tolerance.

Harvey Dekrafft is a financial advisor at Legacy Investment Advisors, LLC with 38 years of industry experience. He holds a Series 63 designation and has previously worked at Atlantic Equity Research, LLC and Sturdivant & Co., Inc. He has been with Legacy Investment Advisors since 2008 in various capacities. Legacy Investment Advisors provides discretionary portfolio management and advisory services to institutional and individual clients, including defined contribution plans and state and municipal government clients. The firm employs a long-term, global macro asset-allocation strategy using top-down quantitative analysis and fundamental research, managing accounts primarily on a discretionary basis.

Erik Schuster is a CFP® with 11 years of industry experience, currently serving at Proper Financial, LLC since 2024. His prior experience includes roles at Thrive Financial Services, Thrive Insurance Group, Thrive Capital Management, and THE Vanguard Group. Outside of advisory work, he is involved in insurance sales through Proper Retirement, LLC and participates in raising capital for real estate investments and joint ventures. Proper Financial, LLC is a small registered investment adviser managing approximately $65 million for individual and high-net-worth clients. The firm offers wealth management, discretionary portfolio management, and financial planning, operating as a fiduciary with a focus on fundamental analysis and diversified portfolios primarily composed of low-cost mutual funds and ETFs.

William Small is a financial advisor with RMAS, Inc. and holds Series 63 and Series 65 designations. He has 55 years of industry experience and has worked at firms including Alden Capital Management and Capitol Securities Management. Outside of his advisory role, he is president of Kings Management Company, where he is involved in insurance sales and estate work. RMAS, Inc. provides discretionary investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $81.7 million across about 98 client accounts, using fundamental analysis and a mix of long- and short-term strategies tailored to clients’ objectives, time horizons, and risk tolerance.

Thomas Morgan is a financial advisor at Massey Morgan Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Massey Morgan Wealth Management since 2012. In addition to his advisory role, he is owner and partner of Massey Morgan Financial Solutions, LLC, where he is involved on a limited basis. Massey Morgan Wealth Management provides financial planning and advisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm primarily acts as a liaison between clients and third-party money managers, focusing on planning and coordination rather than direct portfolio management.

Matthew Montenero is a CFP® with 25 years of industry experience. He is currently a financial advisor at MK3 Wealth LLC, where he has worked since 2019. Prior to that, he held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Montenero serves as a committee member on the District Ethics Committee, District IIIB of Burlington County. MK3 Wealth provides financial planning and wealth management services to individuals, small businesses, trusts, estates, and non-profits. The firm employs a combination of fundamental and technical analysis to build diversified portfolios tailored to each client’s risk tolerance and manages approximately $96 million in assets.

Ryan Kirk is a CFA® charterholder and holds the Series 66 designation, with 17 years of experience in the financial industry. He is the principal of The Investment Lab, LLC in Fort Washington, PA, where he has worked since 2018. Kirk has prior experience with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. He also maintains a role as an Investment Advisor Representative and Portfolio Manager at NewSquare Capital, LLC. The Investment Lab, LLC develops and licenses model portfolios focused on U.S. equities, offering growth and dividend strategies built with stocks and ETFs. The firm uses a rules-based process centered on Relative Strength technical analysis combined with fundamental screening, primarily serving affiliate accounts through a unique model-licensing arrangement with another registered adviser.

Rachel Allison is a financial advisor at Haddonfield Financial Planning LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Bank of America. Allison serves as Treasurer for the Friends of the Indian King Tavern Museum. Haddonfield Financial Planning provides investment advisory and financial planning services to individuals, trust and estate beneficiaries, retirement plans, and institutional clients, using a diversified, long-term investment approach with strategic asset allocation and discretionary management.

Joseph Purcell is a CFP® with 16 years of experience in the financial services industry. He has worked at Merrill Lynch and Bank of America before joining Wissahickon Wealth Management LLC in 2017. He holds a Series 66 license and is based in Philadelphia, PA. Wissahickon Wealth Management LLC is a small advisory firm serving individuals, affiliated trusts, charitable organizations, and businesses with wealth planning, financial planning, and asset management services. The firm focuses on major life transitions and employs a discretionary, fundamental security-selection approach to portfolio management.

Carey Morgan is a CFP® and ChFC® with seven years of experience in financial advising. He is a partner at Livelhood LLC in Philadelphia, where he has worked since 2016, and previously spent three years at New Century Trust. Morgan serves as Treasurer and Board Member of The Merchant Fund, a nonprofit that makes grants to small businesses, where he advises on financial matters and develops long-term financial strategy. Livelhood LLC provides fee-only, advice-only financial planning and educational services to individuals, business owners, and families. The firm emphasizes long-term, globally diversified investment recommendations without managing client assets and offers public and employer-sponsored educational seminars.

Elizabeth Gaasbeck is a financial advisor with Main Street Financial Life Advisors, LLC and holds a Series 65 designation. She has six years of industry experience, including roles at Armanino LLP and Gross, Mendelsohn & Associates, P.A. In addition to her advisory work, she serves as Director of Tax at Roman & Kulpa, LLC, a CPA firm. Main Street Financial Life Advisors, LLC provides investment management and reporting services to individuals, business entities, trusts, estates, and charitable organizations. The firm integrates tax preparation, accounting consulting, and insurance advisory services through affiliated entities and employs a client-focused investment process that includes ongoing monitoring and use of various portfolio management tools.

Shannon Mccue is a financial advisor at Philadelphia Investment Partners, LLC with 12 years of industry experience. She has held her current role since 2017 and previously worked at MyCIO WEALTH PARTNERS, LLC. Mccue holds a Series 66 designation. Philadelphia Investment Partners provides investment advisory and portfolio management services to individuals, high-net-worth clients, and institutional investors. The firm uses a top-down macroeconomic analysis combined with fundamental valuation and offers both diversified and customized investment strategies.