Atul Varma is a CFA® charterholder and the founder of Burnett Lane Advisors, LLC, where he has worked since 2025. He previously held roles at Hamilton Lane and BNY Mellon, accumulating over a decade of experience in institutional finance. Outside of his advisory work, he is the founder and managing member of Care Home Health, LLC, a non-medical home care agency serving seniors and disabled individuals. Burnett Lane Advisors provides discretionary investment management and financial planning services to individuals, families, trusts, estates, retirement accounts, charitable organizations, and small institutions. The firm employs a quantitative, performance-focused, long-term investment approach, utilizing equities, ETFs, and index-based instruments, and offers integrated financial planning alongside portfolio management.

Michael Parise is a financial advisor at Copper Beech Financial Group, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at firms including American Portfolios and Family Office Partners, Inc. In addition to his advisory role, Parise is a licensed life and health insurance agent and a practicing attorney who has provided legal services related to estate document drafting. Copper Beech Financial Group offers discretionary portfolio management, financial planning, family office services, and financial audits for individuals, pension plans, insurance companies, and business entities. The firm customizes investment programs to client goals, uses third-party research and model strategies, and has a variety of non-investment affiliations including an insurance agency, broker-dealer registered representatives, and legal services.

Jessica Kagin Tropea is a financial advisor at Auerbach Investment Services, LLC with four years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Northwestern Mutual and Adam Gilson. Outside of her advisory role, she has operated JKT Events LLC and is a licensed insurance producer. Auerbach Investment Services, LLC is a small registered investment adviser serving individuals, corporations, and retirement plans with discretionary and non-discretionary investment management and pension consulting. The firm employs a broad investment approach across multiple asset classes, conducts ongoing client risk assessments, and manages approximately $150.2 million in assets.

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 Series 65 licensed advisor with 16 years of industry experience. He is currently with Vericrest Private Wealth, LLC and has been associated with Towercrest Capital Management since 2009. Outside of his advisory role, he is a managing member of the Advest Short Duration Real Estate Fund, where he evaluates and manages real estate investments. Vericrest Private Wealth is a fee-only registered investment adviser serving individuals, trusts, pension plans, and corporate clients. The firm emphasizes asset allocation through low-cost, globally diversified portfolios primarily using exchange-traded funds, with discretionary management and ongoing account reviews.

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 65 and Series 63 licenses and has previously worked at Morgan Stanley Distribution, Inc. and Houlihan Lokey Capital, Inc. since beginning his career in 2017. BTG Capital LLC provides wealth management, financial planning, and retirement plan consulting to individuals and organizations, serving both non-high-net-worth and high-net-worth clients. The firm uses a combination of passive and active investment strategies and conducts regular portfolio reviews, operating on a fee-only basis with a focus on longer-term holdings.

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.

John Parise is a financial advisor at Copper Beech Financial Group, LLC in Moorestown, NJ, with 40 years of industry experience. He holds a Series 63 designation and has previously worked at American Portfolios Financial Services, Inc., Family Office Partners, Inc., and OSAIC. Outside of his advisory role, he manages a commercial real estate company and is involved in fixed life insurance businesses. Copper Beech Financial Group provides discretionary portfolio management, financial planning, family office services, and financial audits for individuals, pension plans, insurance companies, and businesses. The firm customizes investment programs based on client goals and uses quantitative optimization and third-party research, offering a range of investment vehicles and integrated family office and legal services.

James Smith is a financial advisor at Prime Solutions Financial Services Corp. with 23 years of industry experience. He holds a Series 63 designation and has worked at Prisol Securities, Inc. since 2001, alongside his ongoing roles at Prime Solution Financial Services Corp. and Prime Solutions Securities, Inc. since 1999. PrimeSolutions provides discretionary portfolio management and investment advisory services to individual and institutional clients. The firm focuses on bottom-up, growth-oriented strategies with concentrated U.S. large-cap equity portfolios and customized balanced allocations, serving a client base that excludes high-net-worth individuals.

David Du Charme is a financial advisor at DuCharme Wealth Advisors, LLC with nine years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining DuCharme Wealth Advisors in 2023, he worked at several firms including ID Washington Wealth Management and American Wealth Strategy Group. Outside of his advisory role, he serves as Treasurer and Board Member for the Milton Hershey School Alumni Association, assisting with budgeting and financial forecasting. DuCharme Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and small businesses with portfolio management, financial planning, and retirement-plan consulting. The firm focuses on discretionary investment management using strategic asset allocation and tax-aware, lower-cost portfolios, and also provides insurance and annuity solutions alongside traditional investments.

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® 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.

Nickolaus Von Dohlen is a CFP® with seven years of industry experience, currently serving as an advisor at Crossgate Wealth Advisors, LLC since 2016. Prior to this, he worked at TMS International Corporation from 2014 to 2016. Crossgate Wealth Advisors is a fee-only, SEC-registered firm providing portfolio management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm uses a fundamental analysis approach combined with Modern Portfolio Theory to create diversified portfolios and offers ongoing supervision, quarterly reviews, and client reporting.

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 Financial Group, LLC with a Series 66 designation and two years of industry experience. He has worked at Osaic Wealth, Inc. and American Portfolios Financial Services, Inc. Outside of financial advising, Baldwin serves as an ice hockey official with Atlantic District Officials. Copper Beech Financial Group provides discretionary portfolio management, financial planning, and family office services to individuals, pension and profit-sharing plans, insurance companies, and business entities. The firm uses tailored portfolios based on documented client objectives and risk tolerance, implementing strategies through in-house management and third-party sub-advisers.

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.