Matthew Plaugher is a financial advisor at North Manor Capital in Philadelphia, PA. He holds a Series 65 designation and has five years of industry experience, including roles at Sei and Phasex Corporation. He began his advisory role at North Manor Capital in 2026. North Manor Capital is a newly formed, state-registered investment adviser that provides discretionary investment management and comprehensive financial planning to individuals and small businesses. The firm also offers accounting and bookkeeping services alongside advisory offerings and employs a multi-tiered investment approach tailored to client goals.

Joseph Defazio is a CFP® and ChFC® with 12 years of experience in financial advisory, currently serving as the sole advisor at 10th Street Capital since 2022. He previously worked at Northwestern Mutual for nine years. He is also licensed to sell insurance products and provides fee-based financial planning and consultation. 10th Street Capital offers discretionary portfolio management and financial planning services to families, small business owners, and high-net-worth individuals. The firm employs a primarily passive investment approach across diversified model portfolios using ETFs and incorporates insurance products as part of its recommendations.

Reid Miller is a financial advisor at Monte Capital Group LLC with 13 years of industry experience. He holds a Series 65 designation and has worked with ENGIN Partners LLC since 2014 and Millergroup Investments, LLC since 2011. Miller is also an adjunct professor at Villanova University, where he teaches corporate finance, quantitative investing, and financial engineering to graduate students. Monte Capital Group provides discretionary and non-discretionary investment advisory services to individuals, trusts, corporations, and pooled investment vehicles. The firm employs an active, multi-instrument trading approach combining quantitative and fundamental analysis across various asset classes and offers both portfolio implementation and non-discretionary advice.

Dean Spear is a financial advisor with The Benchmark Group RIA Services, LLC, holding a Series 63 license and more than 24 years of industry experience. He has been affiliated with The Benchmark Group since 1998 and has worked with various firms including Union Central Life Insurance and Ameritas Life Insurance. Outside his advisory role, Spear is involved in entrepreneurial ventures such as owning and managing commercial real estate properties and holding an ownership interest in a solar investment company. The Benchmark Group RIA Services, LLC provides comprehensive financial planning primarily to high-net-worth individuals and closely held, family-owned businesses, as well as pension and employee benefit plan consulting. The firm focuses on planning without managing client investment portfolios, serving instead as a pension consultant and referrer to unaffiliated investment advisers.

Bryan Moylan is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Traverse Private Wealth. His prior roles include positions at NWAM, LLC dba Northwest Asset Management, Beacon Pointe Advisors, LLC, Walden Capital Advisors, and Veritat Advisors. Moylan holds Series 63 and Series 65 registrations. Traverse Private Wealth is an independent investment adviser providing discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm also offers retirement plan consulting and ERISA-related services, constructing client-specific portfolios using tactical, strategic, and buy-and-hold approaches informed by fundamental, technical, cyclical, and quantitative analysis.

Donald Bird is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at Bird Financial Group LLC. Prior to founding his independent firm in 2024, he worked at PFM Asset Management LLC and Hirtle & Co., LLC. In addition to his advisory work, he is the founder and CEO of Bird Brand Enterprises LLC and Be Legendary Media Group LLC, where he leads coaching, speaking engagements, and media content production focused on leadership, financial education, and personal development. Bird Financial Group LLC is a Pennsylvania-registered investment adviser providing financial planning and portfolio management services to individuals, families, high-net-worth clients, and business entities. The firm employs a blend of fundamental, quantitative, technical, and cyclical analysis, offering model portfolios that are regularly reviewed and tailored to client objectives, risk tolerance, and time horizon.

Nisiar Smith is a financial advisor with Courtside Wealth Partners LLC in Blue Bell, PA. He holds a Series 65 designation and has two years of experience in the industry. Prior to founding Courtside Wealth Partners, Mr. Smith held roles at PNC, J.P. Morgan Securities, JPMorgan Chase Bank, and Police and Fire Federal Credit Union. He also serves as a Financial Wellbeing Coach at On The Goga, where he provides financial education programming on topics such as credit, budgeting, and mindset to corporate clients. Courtside Wealth Partners LLC offers investment management and comprehensive financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs a fee-only, discretionary portfolio management approach based on Modern Portfolio Theory, combines fundamental analysis with passive fund strategies, and integrates tax planning through an affiliated accounting firm.

Lawrence Portnoff is the sole advisor at AI Advisor, Inc. with 31 years of industry experience. He has worked at Integrated Financial Resources, Inc. since 1989. Outside of his advisory work, he is involved part-time with a digital-marketing company and provides occasional consulting on due diligence for early-stage businesses. AI Advisor, Inc. is an independent firm offering fee-only investment management and financial planning primarily to individual and high-net-worth clients. The firm uses fundamental analysis and a long-term investment perspective, providing discretionary portfolio management, modular consultation, and tailored financial planning.

Gregory Hart is a CERTIFIED FINANCIAL PLANNER™ with 10 years of industry experience. He has been the sole advisor at Haddon Wealth Management, LLC since 2015. Haddon Wealth Management, LLC is a fee-only, independent registered investment adviser serving individuals, high-net-worth clients, trusts, estates, business entities, and charitable institutions. The firm offers financial planning and discretionary investment management, incorporating tax-aware portfolio construction and a focus on charitable giving strategies.

I founded Alegre Wealth Management with a simple belief, money should be a source of freedom, joy, and alignment, not stress. After years advising high-net-worth clients and leading financial planning teams, I’ve learned that true wealth isn’t measured by what you have, it’s defined by how intentionally you use it. At Alegre, I partner with professionals, families, and business owners who want more than just investment management, they want a thoughtful, ongoing relationship with a planner who understands their goals, values, and life transitions. My role is to bring clarity to complexity, structure to opportunity, and a sense of calm to your financial life. With a planning approach that blends strategy and empathy, I help clients design lives that feel as good as they look on paper. Whether we’re building a comprehensive wealth plan, refining investments, or preparing for a major life shift, my goal is the same: to guide you toward a life that feels balanced, purposeful, and as our name reflects, alegre, full of joy.

Kurt Angstadt is a CFP® with 15 years of industry experience and currently serves as the sole advisor at K Wealth Advisors in Berwyn, PA. He previously worked at Sensening Capital Advisors, Inc. and Newbridge Wealth Management. Outside of his advisory role, he is a Partner and President at KandK Partners LLC, which occupies a small portion of his time. K Wealth Advisors is an independent, fee-only registered investment adviser offering comprehensive financial planning and portfolio management to individuals, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, integrated approach combining passive and active strategies, and provides retirement plan consulting and educational seminars alongside personalized wealth management services.

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.

You spent the last 30+ years building your wealth. Now what? You saved, sacrificed, and built a bigger nest egg than you ever imagined. I help couples with $2-5 million of investable assets who are approaching or entering retirement figure out how to actually use the wealth they've built. The transition to retirement brings a whole new set of decisions: How much can we spend? Which accounts should we use first? When should we take Social Security? How much can we give our kids? Should we do Roth conversions? How should we invest during retirement? Are we going to run out of money? How should we think about long-term care? Are there any ways to pay less in taxes? At Buoyant Wealth, we focus exclusively on retirement planning. Most firms claim to do a little bit of everything. Generalists, we'll call them. Not us. Retirement planning is all we do, and we'd like to think we're darn good at it. Because the goal isn't just to grow your portfolio anymore. It's to help you turn your lifetime of savings into a retirement you can actually enjoy. Without constantly wondering if you're spending too much, of course. Based in Pennsylvania, I work with couples locally and virtually across the country.

Stephen Giordano is a financial advisor with Woodmont Wealth Management, LLC, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Avantax Advisory Services, Cetera Wealth Services, and Charles Schwab. Outside of his advisory work, he owns American Ink, a small business specializing in printing and artwork coordination. Woodmont Wealth Management provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a range of investment analysis methods, including fundamental and technical approaches, and offers customized strategies aligned with client objectives.

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 principal of Preservation Wealth Management, an independent advisory firm based in King of Prussia, PA. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Suib has operated Steven Suib, Inc. since 2000 and spends a significant portion of his professional time as a licensed insurance agent. Preservation Wealth Management is a solo practice providing discretionary portfolio management and financial planning primarily for individual clients. The firm uses a variety of investment analysis methods and may engage sub-advisors or third-party managers, focusing on aligning portfolios with client goals, time horizons, and risk tolerances.

Scott Sheffer is a financial advisor at Carnegie Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Carnegie Wealth Management and affiliated firms since 2017. Outside of his advisory role, he is the owner of So Farr Holdings, LLC, a holding company related to his firm's ownership interests. Carnegie Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, emphasizing a long-term, strategic asset allocation approach with tactical adjustments based on market conditions.

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.

Luc Lawson is an advisor at Diccianni Financial Group, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked in financial services since 2015, including prior roles at 1847 Financial and IntePros consulting. He is also licensed in life, accident, and health insurance. Diccianni Financial Group provides wealth management, tax planning, and estate planning services to individuals, high-net-worth clients, and pension plans. The firm uses a strategic asset allocation approach centered on passive index funds and ETFs, supplemented by select individual equities and actively managed funds.