Charles Gubler is a financial advisor at Flagship Capital Management Inc with one year of industry experience. He holds a Series 65 designation and previously worked at SEI Investment Company and in educational roles at James Madison University and Luray High School. Flagship Capital Management provides investment management and financial planning services to individuals, corporations, pension and profit-sharing plans, foundations, trusts, and endowments. The firm uses a combination of fundamental and technical analysis alongside macroeconomic assessment to create individualized equity and fixed-income allocations, managing client relationships primarily on a discretionary basis.

Philip Mascherino is a financial advisor at Megaannum Capital, LLC with 11 years of industry experience. He has worked at Mascherino Financial Group since 2016 and at Anthony J. Mascherino, CPA since 2009. In addition to his advisory roles, he provides insurance services through Mascherino Financial Group and performs general office work for Anthony J. Mascherino. Megaannum Capital, LLC offers discretionary portfolio management primarily to individual investors and charitable organizations. The firm focuses on aligning portfolios with clients’ goals, time horizons, and risk tolerance through Investment Policy Statements and emphasizes identifying undervalued stocks using macroeconomic, fundamental, and technical analysis.

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.

Sally Sulcove is a CFP® and CFA® with 22 years of experience in financial advising. She has been with O’Brien Greene & Co. Inc. since 2002. O’Brien Greene & Co. Inc. serves high-net-worth individuals, families, trusts, charities, and pension and profit-sharing plans by providing discretionary portfolio management, financial planning, and occasional 401(k) consulting. The firm emphasizes long-term buy-and-hold portfolios primarily composed of individual equities selected through fundamental and technical analysis, with modest use of ETFs and a dedicated fixed-income component for income and liquidity.

John Fattibene is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with Harvest Financial Partners since 2008. He serves as a director of County Savings Bank in Pennsylvania, a role he began in 2024. Harvest Financial Partners is an independent, fee-only advisory firm led by two principals that serves individual investors, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm uses fundamental analysis focused on dividend-paying, larger-cap, quality companies and investment-grade fixed income, tailoring portfolios and share-class selections to each client’s circumstances.

Abigail Vick is a financial advisor at Paradigm Money Management, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Paradigm Money Management since 2019. In addition to her advisory role, she is involved with Paradigm Insurance Services, LLC, where she spends approximately half of her time as a licensed insurance agent focused on fixed insurance sales. Paradigm Money Management provides financial planning and retirement-plan advisory services to individuals and businesses, specializing in tiered planning engagements and 3(21) ERISA plan support. The firm acts primarily as a planner and coordinator, recommending third-party managers and advisory platforms rather than managing client assets directly.

Stephen Blumenthal is a financial advisor with CMG Capital Management Group, Inc., where he serves as CEO and CIO. He holds Series 65 and Series 63 licenses and has 42 years of industry experience. He has worked at CMG Capital Management Group since 1994 and previously held roles at Metric Financial LLC, Amera Securities, and Purshe Kaplan Sterling Investments. CMG Capital Management Group serves individual and high-net-worth clients through discretionary and non-discretionary portfolio management and provides an asset-management platform to other advisers. The firm offers a range of systematic, quantitative, and tactical investment strategies and manages affiliated pooled vehicles and third-party strategist models.

Thomas Marchozzi is a financial advisor at Pinnacle Strategic Wealth Management, LLC with 20 years of industry experience. He holds a Series 66 designation and has been with Pinnacle Strategic Wealth Management since 2011. In addition to his advisory role, he is involved in providing fixed insurance products including life, disability, annuities, and long-term care insurance. Pinnacle Strategic Wealth Management serves primarily high net worth individuals, applying Modern Portfolio Theory and structured asset-allocation strategies. The firm manages over 500 client relationships with a small advisory team and integrates insurance solutions on a limited basis as part of its services.

Taylor Kishfy is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Viable Planning, LLC and previously worked at Bgs Capital Management and Cetera Investment Advisers LLC. Kishfy serves as a board member of the Franklin Lakes Chamber of Commerce. Viable provides financial planning, investment advisory, insurance consultancy, and retirement plan advisory services to individuals, families, businesses, trusts, and charitable organizations. The firm employs a goal-based, top-down macroeconomic approach focused on behavioral finance and asset allocation, primarily using ETFs with modest tactical adjustments.

Jennifer Weinstein is a financial advisor at Ridgewood Capital Management with 24 years of industry experience. She holds a Series 65 designation and has been with Ridgewood Capital Management since 2000. Outside of her advisory role, she works as a Technology Associate for the West Chester Area School District, overseeing all technology usage related to an elementary school. Ridgewood Capital Management provides discretionary investment management and portfolio services to individual and high-net-worth clients, managing approximately $39 million across about 80 accounts. The firm employs a mix of fundamental, technical, charting, and cyclical analysis with quarterly portfolio reviews and maintains custody through third-party custodians.

Christopher Nawn is an advisor at Paoli Financial Advisors, Ltd. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research, Inc. since 2016. Outside of his advisory role, he serves as president of Nawn and Company, CPA’s, providing tax and accounting services, and is involved in managing several restaurant and aviation-related businesses. Paoli Financial Advisors is a small, state-registered firm serving primarily high-net-worth individuals and retirement plan sponsors. The firm offers ongoing asset management and retirement plan consulting, managing accounts mostly on a non-discretionary basis and constructing diversified portfolios using fundamental analysis.

Caleb Ray is a financial advisor at Benchmark Financial, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at The Vanguard Group, Inc. Caleb also serves as Assistant Director at the University of Delaware, overseeing student employees in a non-investment-related role. Benchmark Financial, LLC serves individuals, charitable organizations, and businesses by providing personalized portfolio management, comprehensive financial planning, and investment consulting. The firm’s approach emphasizes passive portfolio construction based on Modern Portfolio Theory, utilizing index funds, ETFs, and fixed income instruments.

Donald Nicholson is a financial advisor with Donald W. Nicholson & Associates Ltd in Wilmington, DE, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with his current firm since 1996. In addition to his advisory role, he is involved in insurance sales. Donald W. Nicholson & Associates serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, and estates, managing over $171 million in assets. The firm provides non-discretionary asset management, personal financial planning, and retirement plan consulting, utilizing model portfolios through Schwab’s Institutional Intelligent Portfolios program.

Michael Schimek is a CFP® with 21 years of industry experience, currently serving as an advisor at Pinnacle Strategic Wealth Management, LLC since 2011. He holds a Series 66 license and is based in King of Prussia, PA. In addition to his advisory role, he is involved in offering fixed insurance products including life, disability, annuities, and long-term care. Pinnacle Strategic Wealth Management primarily serves high net worth individuals, applying Modern Portfolio Theory and structured asset-allocation strategies with a focus on risk tolerance and portfolio rebalancing. The firm manages a large client base with a small advisory team and integrates insurance solutions as part of its offerings.

Richard Switzer is a financial advisor at Paoli Financial Advisors, Ltd. in Paoli, PA, with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cambridge Investment Research, Inc. and Paoli Financial Advisors, Ltd. since 2015. Outside of advising, he also maintains longstanding roles with Preferred Food Service, Inc., Chriskoll, Inc., and his own legal practice, R. L. Switzer Esq., Ltd. Paoli Financial Advisors is a small, state-registered firm serving primarily high-net-worth individuals and retirement plan sponsors. The firm manages client accounts mostly on a non-discretionary basis, focusing on diversified portfolios constructed with mutual funds and fundamental analysis, while also providing retirement plan consulting and participant education services.

Grace Choi is a financial advisor at Wills Financial Group, LLC with nine years of industry experience. She holds a Series 65 designation and has been with the Wills Financial Group entities since 2013. Wills Financial Group, LLC provides discretionary portfolio management and advisory services to individuals, families, retirement plans, trusts, estates, and foundations. The firm uses fundamental security analysis and maintains balanced allocations across equities, bonds, mutual funds, and ETFs, generally holding investments unless there is a compelling reason to sell.

Kyle Birmingham is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Quorus Inc., where he has worked since 2023. His prior experience includes roles at The Vanguard Group, The University of Chicago Booth School of Business, and Composer Technologies. He serves as a volunteer Board Member and Investment Committee Member for The Association for Frontotemporal Degeneration, a nonprofit supporting patients and caregivers affected by FTD. Quorus provides professional portfolio management primarily to registered investment advisors and wealth managers, along with select direct clients such as individuals, families, and small foundations. The firm specializes in technology-powered implementation and tax-overlay management, utilizing licensed third-party and internal models with automated rebalancing and tax-loss harvesting features.

Damon Nickle is a financial advisor with Delaware Wealth Planners in Wilmington, DE, holding a Series 65 credential and 15 years of industry experience. His prior roles include 11 years at Biddle Capital Management and five years at Delaware Avenue Wealth Planners, LLC. He also works as an independent insurance agent specializing in fixed products. Delaware Wealth Planners serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary portfolio management, financial planning, and pension consulting with a broad investment menu and multiple analytical approaches.

Douglas Mccoy is a financial advisor at Montchanin Asset Management, LLC with 25 years of industry experience. He holds a Series 65 credential and has worked at Bell Rock Capital, LLC since 2017. Outside of his advisory role, he serves as Vice President and Limited Partner at Across The Tracks, Inc., overseeing leasing and management of commercial real estate. Montchanin Asset Management provides separately managed equity portfolios primarily focused on large-cap U.S. equities for individuals, families, trusts, charitable organizations, pension plans, and small businesses. The firm employs a proprietary, fundamentally driven bottom-up investment process complemented by macro and technical analysis, managing portfolios with a low-turnover, long-only approach.

John Gormley is a financial advisor at Goshen Capital LLC with eight years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Goshen Capital in 2022, he worked at Morgan Stanley and Ironview Capital Management. Goshen Capital LLC is a state-registered investment adviser that provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and some institutions. The firm emphasizes individualized investment policies implemented primarily through public liquid investments and maintains a structured approach to managing client accounts, including detailed considerations of derivatives and third-party manager selection.