Keith Saunders is a financial advisor at Winthrop Partners – EPA, LLC with a Series 65 designation and three years of experience in the advisory industry. His prior work includes roles at Liberty Mutual Insurance and Insight Global. He also has experience outside finance as a founder of Stateside Vodka. Winthrop Partners – EPA, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, trusts, and corporations. The firm employs a combined top-down/bottom-up investment approach and provides tailored portfolio management alongside comprehensive planning and consulting services.

Craig Jordan is a financial advisor at Apogee Financial Services Group, Inc. with 22 years of industry experience. He has been with Apogee since 1989 and holds the Series 63 designation. Apogee Financial Services Group, Inc. provides personalized, fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset-allocation, core-and-satellite approach with global diversification and primarily manages assets on a non-discretionary basis.

Matthew Prybella is a financial advisor with Trident Advisors Inc, holding a Series 65 credential and over 18 years of industry experience. Prior to joining Trident Advisors in 2026, he worked at FNB of Newtown from 2008 to 2026. Trident Advisors is an SEC-registered investment adviser serving individual investors, high-net-worth clients, corporate clients, trusts, and non-profit organizations. The firm focuses on long-term investing through a style-allocation framework, incorporating equities, fixed income, mutual funds, ETFs, and annuities, with ongoing account reviews and client-specific investment considerations.

Kevin Blain is a Series 66-licensed financial advisor at Archetype Advisors, LLC with seven years of industry experience. He has previously worked at Commonwealth Financial Network, Citizens Securities, Inc., and Connex Credit Union. Archetype Advisors is a boutique registered investment adviser managing approximately $260 million for around 275 clients, including individuals, trusts, estates, and charitable organizations. The firm uses a process-driven, consultative approach with algorithmic modeling and proprietary screens to design portfolios, typically using low-cost ETFs, and offers specialized services such as yacht ownership planning.

Erik Schuster is a CFP® with 11 years of industry experience, currently serving at Proper Financial, LLC since 2024. His prior experience includes roles at Thrive Financial Services, Thrive Insurance Group, Thrive Capital Management, and THE Vanguard Group. Outside of advisory work, he is involved in insurance sales through Proper Retirement, LLC and participates in raising capital for real estate investments and joint ventures. Proper Financial, LLC is a small registered investment adviser managing approximately $65 million for individual and high-net-worth clients. The firm offers wealth management, discretionary portfolio management, and financial planning, operating as a fiduciary with a focus on fundamental analysis and diversified portfolios primarily composed of low-cost mutual funds and ETFs.

Emily Toto is a financial advisor at Ethos Capital Management, Inc. with one year of industry experience. She holds a Series 65 designation and previously worked at Macquarie Group for six years, UBS for one year, and Polymathes Capital for one year. Ethos Capital Management, Inc. provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses individualized Investment Policy Statements and employs fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary management options.

Michelle Blass is a CFP® professional with 10 years of industry experience. She is currently with 1015 Capital Partners, LLC and previously worked at BNY Mellon for nine years. 1015 Capital Partners serves high-net-worth individuals, business entities, trusts, estates, and charitable organizations, focusing on clients with multi-million dollar account minimums. The firm offers discretionary, fee-only portfolio management and fixed-fee consulting, utilizing fundamental, technical, and charting analysis across various investment strategies while accommodating borrowing against client assets for specific short-term purposes.

Michael Crew is the sole advisor at Flax Pond Capital, LLC, with 32 years of industry experience. He has operated his own investment advisory business since 1981 and has been with Flax Pond Capital since 2022. Flax Pond Capital serves individual clients, including high-net-worth individuals, providing discretionary portfolio management and financial planning services. The firm manages approximately $222 million in client assets, employs various analysis methods, and uses a single-advisor model, offering a broad range of investment types and customized advisory services.

Ryan Kirk is a CFA® charterholder and holds the Series 66 designation, with 17 years of experience in the financial industry. He is the principal of The Investment Lab, LLC in Fort Washington, PA, where he has worked since 2018. Kirk has prior experience with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. He also maintains a role as an Investment Advisor Representative and Portfolio Manager at NewSquare Capital, LLC. The Investment Lab, LLC develops and licenses model portfolios focused on U.S. equities, offering growth and dividend strategies built with stocks and ETFs. The firm uses a rules-based process centered on Relative Strength technical analysis combined with fundamental screening, primarily serving affiliate accounts through a unique model-licensing arrangement with another registered adviser.

Frank Pizzichillo V is a CFP® and Series 65-registered financial advisor with three years of industry experience. He has worked at Valley Financial Group since 2022 and previously spent time at Hightower Advisors, LLC and Brinker Capital. Valley Financial Group provides investment management and financial planning services to individuals, families, trusts, charitable organizations, businesses, and pension plans, managing a range of clients from non-wealthy to high-net-worth. The firm employs a top-down, evidence-based investment approach combining macroeconomic analysis with fundamental research and third-party manager allocations, providing discretionary portfolio management primarily through Fidelity custody.

Thomas Bunting III is a CPA and financial advisor with Winthrop Partners – EPA, LLC, based in Doylestown, PA. He has seven years of industry experience and has worked as a CPA since 2013. Outside of his advisory role, he operates an accounting business and manages a seasonal residential rental in Ocean City, NJ. Winthrop Partners provides investment advisory and financial planning services to a range of clients, including individuals, trusts, estates, charitable organizations, and corporate plans. The firm combines a top-down and bottom-up approach to asset allocation and portfolio management, offering strategies that vary from ultra-conservative to aggressive growth while coordinating with clients’ estate and tax professionals.

Lonnie Coombs is a CPA and principal of Coombs Wealth Advisory, LLC with 11 years in wealth advisory and over 39 years in accounting and tax services through his own CPA firm. He leads Coombs Wealth Advisory, which he founded in 2015 in Blue Bell, PA. Coombs also owns and operates a tax and accounting firm under his name. Coombs Wealth Advisory provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm focuses on diversified, tax-sensitive portfolios using fundamental analysis and offers personalized, partner-level involvement through a small client base and affiliation with a tax and accounting firm.

Stephen Wetzel is a CFP® professional with 35 years of industry experience. He is president of Prometheus Capital Management Corp., where he has worked since 1994, and has been affiliated with The Investment Center Inc. since 2011. Wetzel is a full adjunct professor of financial management at New York University, where he has taught CFP program courses since 1991. Prometheus Capital Management Corp. is an SEC-registered adviser providing investment supervisory services, financial planning, and consulting to individuals, high-net-worth clients, retirement plans, trusts, and privately held businesses. The firm develops client-specific investment strategies and offers primarily non-discretionary portfolio supervision, allowing clients to retain transaction approval authority.

George Foley is a financial advisor with Dillon Capital Management, holding a Series 66 designation and 16 years of industry experience. He has been with Dillon Capital Management since 2012. Dillon Capital Management provides investment management and consulting services to individual and institutional clients, including pension plans and insurance companies. The firm employs a long-term, risk-aware investment approach that integrates quantitative screening and fundamental research, managing a range of separately invested strategies with active monitoring and tactical adjustments.

Carol Scicchitano is a financial advisor with Philadelphia Partners Capital Management, LLC, holding a Series 63 designation and bringing 28 years of industry experience. She has worked at Boenning & Scattergood Inc., CV Brokerage, Inc., and Chapin Davis Investments prior to her current role. Philadelphia Partners Capital Management provides discretionary investment management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm focuses on fundamental analysis with an emphasis on large-cap growth equities, while incorporating mutual funds, ETFs, and tax considerations in portfolio construction.

Joanne Keller is a financial advisor at The Aranda Group Advisors, LLC with 38 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Raymond James & Associates for 12 years. Outside of financial advising, she is employed part-time in cleaning services at a local company. The Aranda Group Advisors, LLC is a four-advisor registered investment adviser serving individuals, families, trusts, non-profits, pensions, and businesses with asset management and financial planning. The firm emphasizes client-specific financial plans with long-term, diversified asset allocation strategies, offering both discretionary and non-discretionary portfolio management as well as access to third-party sub-managers and securities-based lending programs.

Joseph Pflueger is a financial advisor at Pflueger Wealth with a Series 65 designation and one year of industry experience. His prior work includes positions at Klatzkin & Co, LLP and Bee, Bergvall & Co. Pflueger Wealth is an independent registered investment adviser serving individuals, families, business owners, trusts, estates, charitable organizations, and business entities. The firm offers discretionary investment management and standalone financial consulting, employing a blend of quantitative and qualitative analysis, modern portfolio theory, and technical charting to construct diversified portfolios.

Gregory Lichtenstein is a CFP® and holds a Series 65 license with four years of industry experience. He has worked with Ethos Capital Management, Inc. and Ethos Capital Advisors, LLC since 2021. Outside of his advisory role, he serves as a part-time assistant lacrosse coach at Pennsbury High School. Ethos Capital Management, Inc. is an SEC-registered investment adviser that provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses individualized Investment Policy Statements and a combination of fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary management through model portfolios and sub-advisory arrangements.

Thomas Marrollo Sr. is a financial advisor with Apogee Financial Services Group, Inc., holding a Series 63 designation and over 43 years of industry experience. He has been with Apogee since 2008 and is also a registered representative at PTS Brokerage, LLC, where he has worked since 2005. Apogee Financial Services Group, Inc. provides fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite approach with global diversification, primarily managing non-discretionary portfolios using mutual funds, ETFs, and individual securities.

James Donnelly is a financial advisor with Valley Financial Group in Ambler, PA, holding a Series 65 designation and five years of industry experience. Prior to joining Valley Financial Group in 2021, he worked at H. Beck for one year. Outside of finance, he serves as a Patrol Operations Commander with the Bensalem Township Police Department, a role he has held since 2002. Valley Financial Group provides investment management and financial planning services to a diverse clientele, including individuals, families, trusts, charitable organizations, businesses, and pension plans. The firm manages approximately $287 million in assets using a predominantly top-down, evidence-based investment approach that integrates macroeconomic analysis and fundamental research.