Sustainable Financial Planning is a fee-only financial planning firm that provides affordable and straightforward financial planning and investment management for everyone. Frank founded SFP in 2020 to help people overcome their individual financial challenges, and he has worked with a wide range of clients that seek to build wealth, provide for their families, and retire with dignity. After twenty-five years working for large Wall Street banks and insurers, Frank left the corporate world and founded Sustainable Financial Planning. Using institutional financial planning and risk management skills honed throughout his career, Frank is now dedicated to helping people succeed in their financial lives and meet their life goals. He has always enjoyed helping people and working with numbers, and now he feels fortunate to do both simultaneously. Frank’s previous experience includes five years as Investment Senior Vice President at Prudential where he led the company’s enterprise stress testing program and liquidity risk management. Prior to Prudential, Frank spent twenty years at BNY Mellon in various roles including Managing Director and global leader of Asset Liability Management, Liquidity, Interest Rate Risk, Capital Planning, as well as risk management roles for Market Risk, Credit Risk, and Operational Risk. Frank earned an undergraduate degree in both Economics & Business and History from Lafayette College and an MBA from NYU’s Stern School of Business in Finance and International Business. Frank has earned the Certified Financial Planner (“CFP®“), Chartered Financial Analyst® designation (“CFA”), Chartered Financial Consultant® (“ChFC®”) designation and completed the Bank of New York Credit Training Program. He is a former member of the Board of Trustees for the Ranney School. He is an avid runner – having completed nine marathons in the last ten years. Frank and his wife Assunta live in Philadelphia and Lake Hopatcong, NJ.

Randolph Winton is the sole advisor at Lynch, Winton & Associates, LLC, an independent firm based in Swarthmore, PA. He holds Series 63 and Series 65 credentials and has 27 years of industry experience, all with his current firm since 1999. Lynch, Winton & Associates provides fee-only investment advisory services to individuals, families, and high-net-worth clients, focusing on nondiscretionary portfolio management and personalized written investment plans. The firm primarily uses no-load mutual funds, with an emphasis on actively managed funds, and clients retain final approval of all trades.

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.

Steven Suib is the sole advisor at Preservation Wealth Management in King of Prussia, PA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his own firm, Steven Suib, Inc., since 2000. Preservation Wealth Management is an independent advisory practice providing discretionary portfolio management and financial planning primarily for individual clients. The firm employs various investment methods and may utilize sub-advisors or third-party managers while focusing on retirement planning and periodic account reviews.

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.

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.

Matthew Kulpa is a financial advisor at CWM, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at CWM since 2021. Prior to that, he has been involved with Main Street Investment Advisors and is a principal at Roman & Kulpa, an accounting firm where he prepares individual, corporate, and fiduciary tax returns. Kulpa also serves as Treasurer on the Board of Trustees for the Roman Catholic High School Alumni Association. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

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.

John Fischer Jr. is a Series 65-licensed advisor with Magnolia Private Wealth, LLC, based in Philadelphia, PA, bringing 12 years of industry experience. He previously spent 21 years at Andalusian Wealth Management, LLC. Magnolia Private Wealth is an SEC-registered advisory firm serving individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and employer-sponsored retirement plans. The firm provides customized financial planning and discretionary portfolio management, using both fundamental and technical analysis, and offers access to private fund investments for qualified investors.

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.

Atul Varma is a CFA® charterholder with one year of experience in the financial advisory industry. He is currently with Burnett Lane Advisors, LLC and has prior experience at Hamilton Lane and BNY Mellon. Outside of financial services, he is the founder and managing member of Care Home Health, LLC, a non-medical home care agency providing services to seniors and disabled individuals. Burnett Lane Advisors offers discretionary investment management and financial planning services primarily to individuals, families, trusts, estates, retirement accounts, charitable organizations, and small institutions. The firm employs a quantitative, performance-focused, long-term investment strategy, utilizing equities, ETFs, and index-based instruments while incorporating limited use of leveraged and inverse ETFs and options when authorized.

Michael Parise is a financial advisor at Copper Beech Family Office with 16 years of industry experience. He holds a Series 66 designation and has worked previously at American Portfolios, Family Office Partners, and OSAIC. Parise is also a licensed attorney and a life and health insurance agent. Copper Beech Family Office provides discretionary portfolio management, financial planning, and family office services to individuals, high-net-worth families, and institutional clients. The firm uses customized portfolios based on client goals and risk tolerance, integrates third-party sub-advisers, and offers coordinated estate planning and insurance audits.

Jessica Kagin Tropea is a financial advisor with Auerbach Investment Services, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. Her prior roles include positions at Northwestern Mutual and Adam Gilson. She is also a licensed insurance producer involved in selling insurance policies. Auerbach Investment Services, LLC provides discretionary and non-discretionary investment management and pension consulting to individuals, corporations, and retirement plans. The firm utilizes a range of investment instruments and implements client strategies based on ongoing risk tolerance and time horizon assessments.

Peter Zeuli is a CFA® charterholder with 25 years of industry experience. He has been with Philadelphia Investment Partners, LLC since 2001, where he serves as Managing Partner. Outside of his advisory role, he is the Treasurer of Hillcrest Development Corp. Philadelphia Investment Partners provides investment advisory and portfolio management services to individuals, high-net-worth clients, retirement plans, and select institutional clients, including state and municipal entities. The firm employs a top-down, macroeconomic-driven investment approach combined with quantitative and fundamental analysis for security selection.

Charles Gubler is a financial advisor at Flagship Capital Management Inc with two years of industry experience. He holds the Series 65 designation and previously worked at SEI Investment Company. His background includes four years in education at James Madison University and Luray High School. Flagship Capital Management provides investment management and advisory services to individual and institutional clients, including corporations, pension plans, foundations, and trusts. The firm employs a team-based approach to constructing diversified portfolios using fundamental and technical analysis, managing roughly $200 million in discretionary assets.

Kathleen Schroeder is a financial advisor with RMAS, Inc. who holds Series 63 and Series 65 licenses and has 31 years of industry experience. She has worked with J Alden Associates, Alden Capital Management, Capitol Securities Management, and has been involved with Risk Management Advisory Services, Inc. since 2001. Schroeder is also vice president of Kings Management Company, where she is involved in insurance sales and tax preparation. RMAS, Inc. provides discretionary investment supervisory services and individualized 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 client objectives and risk tolerance.

Rebecca Drexler Bleivik is a financial advisor at Cooper Eagle, LLC with one year of industry experience. She holds a Series 65 designation and has worked at Cooper Eagle since 2022. Prior to her advisory role, she was involved with Delaware Valley Christian Camp for five years. Cooper Eagle provides discretionary and non-discretionary portfolio management and comprehensive wealth management to individuals, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes a long-term investment approach using low-cost, diversified mutual funds and ETFs, with customized portfolio management aligned to client-specific objectives and risk tolerances.