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.

Austin Benoff is a financial advisor at Prosperity Advisers, LLC with three years of industry experience. He holds the Series 65 designation and previously worked full-time in education for seven years. Prosperity Advisers, LLC is a fee-only registered investment adviser managing approximately $376 million in discretionary assets for individuals, pension plans, trusts, and other entities. The firm offers tailored portfolio management using fundamental, technical, and cyclical analysis, and provides a range of services including financial planning, annuity management, and ERISA plan consulting.

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.

Griffin Haviken is a financial advisor with Vericrest Private Wealth, LLC, holding a Series 65 designation and bringing 16 years of industry experience. He worked at Towercrest Capital Management for 12 years before joining Vericrest in 2021. Haviken is a managing member of the Advest Short Duration Real Estate Fund, where he evaluates and manages real estate investments. Vericrest Private Wealth provides investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans. The firm emphasizes asset allocation through diversified, low-cost ETF portfolios and also recommends affiliated private pooled funds to qualified clients.

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.

Brent Gomer is a financial advisor at BTG Capital LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Distribution, Inc. and Houlihan Lokey Capital, Inc. before joining BTG Capital in 2025. BTG Capital LLC provides wealth management, financial planning, and retirement plan consulting to both non-high-net-worth and high-net-worth individuals, as well as employer-sponsored plans and organizations. The firm combines passive and active investment strategies with various analytical methods to manage portfolios across a range of asset classes and emphasizes longer-term holdings while allowing for shorter-term trades.

Thomas Marchozzi is a financial advisor at Pinnacle Strategic Wealth Management, LLC in King of Prussia, PA, 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 offering fixed insurance products, including life, disability, annuities, and long-term care. Pinnacle Strategic Wealth Management provides discretionary wealth management and financial planning services to high-net-worth individuals, mass-affluent clients, and business clients. The firm employs Modern Portfolio Theory for portfolio construction and manages accounts primarily on a discretionary basis, while also offering insurance solutions through licensed representatives.

John Parise is a financial advisor at Copper Beech Family Office with 41 years of industry experience. He holds a Series 63 designation and has worked at firms including American Portfolios Financial Services, Inc. and Family Office Partners, Inc. Outside of advisory roles, he owns and manages Mikala Realty Group, a commercial property business. Copper Beech Family Office provides discretionary portfolio management, financial planning, and family office services to individuals, high-net-worth families, pension and profit-sharing plans, corporations, and certain insurance-company clients. The firm uses customized portfolios supported by model allocations and third-party sub-advisers, and offers services including next-generation planning, insurance audits, and trustee oversight.

James Smith is a financial advisor at Prime Solutions Financial Services Corp. with 24 years of industry experience. He holds the Series 63 designation and has worked at Prisol Securities, Inc. since 2001, alongside his longstanding tenure at Prime Solution Financial Services Corp. since 1999. Prime Solutions provides investment advisory services primarily to individual, non–high-net-worth clients, using a bottom-up, growth-oriented equity approach combined with fixed income and customized balanced strategies. The firm also offers institutional consulting, including asset allocation studies and forensic accounting support.

David Du Charme is a financial advisor with DuCharme Wealth Advisors, LLC in Jenkintown, PA, holding Series 66 and Series 63 licenses and having nine years of industry experience. His prior roles include positions at ID Washington Wealth Management, American Wealth Strategy Group, Minnesota Life Insurance Company, Securian Financial Services, Santander Securities, and Santander Bank. Outside of his advisory work, he serves as Treasurer and Board Member of the Milton Hershey School Alumni Association, assisting with budgeting and financial forecasting. DuCharme Wealth Advisors serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and small businesses with comprehensive portfolio management, financial planning, and retirement-plan consulting. The firm’s investment management is primarily discretionary, focusing on strategic asset allocation and tax-aware portfolios, and also offers insurance and annuity solutions through licensed representatives.

Richard Borowy is a Series 65-licensed financial advisor with Alvin Clay Financial Advisors, LLC, based in Jenkintown, PA. He has over three decades of industry experience, including 32 years at Pitcairn Trust Company and work as an independent consultant prior to joining Alvin Clay Financial Advisors. Alvin Clay Financial Advisors serves individuals, pension and profit-sharing plans, charitable organizations, corporations, and private education institutions. The firm provides discretionary portfolio management and consulting services using a goal-based, tailored approach and manages assets primarily through model portfolios and managed account programs in partnership with SEI Investment Management.

Michael Schimek is a CFP® professional at Pinnacle Strategic Wealth Management, LLC with 21 years of industry experience. He has worked at Pinnacle since 2011 and previously held roles at Simon Capital Management, Cetera Wealth Services, LLC, and Ameriprise. Schimek is also licensed to offer fixed insurance products including life, disability, annuities, and long-term care insurance. Pinnacle Strategic Wealth Management provides discretionary wealth management and financial planning services to high-net-worth individuals, mass-affluent clients, and businesses. The firm applies Modern Portfolio Theory to portfolio management and combines fee-based advisory services with insurance solutions delivered by licensed advisors.

Nickolaus Von Dohlen is a CFP® with seven years of industry experience, currently serving as an advisor at Crossgate Wealth Advisors, LLC since 2016. He holds the Series 65 designation and works out of Newtown, PA. Crossgate Wealth Advisors is a fee-only firm providing investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm combines fundamental analysis with modern portfolio theory to create customized portfolios using mutual funds and ETFs, offering ongoing oversight, customized client restrictions, and periodic reviews.

Michael Keitz is the principal of Keitz Investment Management Ltd. in Ambler, PA, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has managed his independent firm since 1994. Keitz Investment Management Ltd. offers discretionary investment management and standalone advisory services to individual investors, trusts, non-profits, and corporate clients. The firm employs a value-investing approach centered on long-term equity ownership, active security selection, diversification, and tax-aware strategies, serving both high-net-worth and non-HNW clients.

Cody Baldwin is a financial advisor at Copper Beech Family Office with a Series 66 designation and three years of industry experience. He has held roles at OSAIC, American Portfolios Financial Services, Inc., and Copper Beech Financial Group. Outside of his advisory work, Baldwin serves as an ice hockey game official with Atlantic District Officials. Copper Beech Family Office provides discretionary portfolio management, financial planning, and family office services to individuals, high-net-worth families, pension and profit-sharing plans, corporations, and insurance-related clients. The firm uses customized investment strategies and offers comprehensive family office services including succession planning and insurance audits.

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.

Robert Costello is a financial advisor at Costello Asset Management, Inc. in Huntingdon Valley, PA, holding Series 63 and Series 65 credentials with 26 years of industry experience. He has been with Costello Asset Management since 1999. Costello Asset Management provides investment advisory services to individuals, non-profits, trusts, estates, and other business entities, offering asset management along with retirement, tax, and estate planning on a fee-only basis. The firm emphasizes asset allocation tailored to client risk tolerance through globally diversified portfolios and employs discretionary management with regular client reviews and reporting.

Geoffrey Deasey is a financial advisor at Dillon Capital Management with 14 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Columbus Macro and Ironview Capital Management, where he continues to receive compensation for legacy accounts opened before 2017. Dillon Capital Management provides investment management and consulting services to individual and institutional clients, including retirement plans and insurance companies. The firm employs a long-term, risk-conscious investment process that integrates quantitative screening and fundamental research, emphasizing customized investment policy guidelines and continuous portfolio monitoring.