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 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.

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 Series 63 and Series 66 licenses and has worked at several firms including ID Washington Wealth Management and Santander Securities. 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 portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes discretionary investment management focused on strategic asset allocation and tax-aware, lower-cost portfolios, and provides a hands-on service model supported by a small advisory team.

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.

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.

Phillip Lorenzon is a financial advisor with Duke and Duke Wealth Management LLC, holding Series 65 and Series 63 designations and offering 11 years of industry experience. His work history includes roles at Secure Retirement Strategies, LPL Financial, Great Valley Advisor Group, New Perspective Financial Group, The Leaders Group, and The Prudential Insurance Company of America. Duke and Duke Wealth Management provides asset management and financial planning primarily to individual clients, managing approximately $101.6 million across 244 accounts. The firm employs a non-discretionary management approach, focusing on long-term investments and due diligence on third-party managers, typically recommending pooled vehicles such as mutual funds and ETFs.

Karen Vavra is an advisor at VCM Wealth with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at BNY Mellon and State Street Corporation. Outside of her advisory role, Ms. Vavra is an independent licensed insurance agent specializing in accident and health life insurance and fixed annuities. VCM Wealth provides advisory services primarily to individual and high-net-worth clients, as well as a variety of institutional clients. The firm uses a systematic, discipline-driven investment process focused on ETF-based portfolio construction and offers both discretionary and non-discretionary portfolio management along with financial planning and retirement guidance.

Brandon Zahal is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Crossgate Wealth Advisors, LLC with two years of industry experience. His prior roles include positions at Rockwood Wealth Management, Presilium Private Wealth, and Cornerstone Capital Planning Group. Crossgate Wealth Advisors is a fee-only, SEC-registered investment adviser managing approximately $236 million in client assets for individuals, high-net-worth clients, trusts, and estates. The firm uses a fundamental analysis approach combined with Modern Portfolio Theory to build diversified portfolios, offering discretionary and non-discretionary management alongside financial planning services.

Vincent Barbera is a CFP® with 18 years of industry experience and has been with Newbridge Wealth Management since 2013. He holds a Series 63 license and is based in Bryn Mawr, PA. Newbridge Wealth Management is an independent, fee-only registered investment adviser offering wealth consulting and portfolio management to individuals and various institutional clients. The firm employs a macro-tactical investment approach focused on asset-class allocation, incorporating index-tracking funds, selective active managers, and non-traditional asset classes, while serving a diverse client base that includes pension plans, corporations, and government entities.

Andrew Stephens is a financial advisor at Proper Financial, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities LLC, J.P. Morgan Chase Bank, AXA Advisors, LLC, and multiple entities within the Thrive group. Proper Financial, LLC is a registered investment adviser managing approximately $65 million for around 122 individual and high-net-worth clients. The firm provides wealth management, discretionary portfolio management, and standalone financial planning, using fundamental analysis to build primarily long-term, diversified portfolios with low-cost mutual funds and ETFs.

Benjamin Smith is a CFP® and holds a Series 65 license with 19 years of industry experience. He has been with Wealthcare Solutions, LLC since 2014. Wealthcare Solutions provides comprehensive financial planning and personal wealth management primarily to individual clients, including business owners and professionals. The firm uses a proprietary blend of fundamental, technical, and cyclical analysis applied to model portfolios and offers both discretionary and non-discretionary portfolio management, along with services related to insurance and annuity products.

Hildy Richelson is a financial advisor at Scarsdale Investment Group, Ltd., holding a Series 65 designation with 33 years of industry experience. She has been with Scarsdale Investment Group since 1987. Scarsdale Investment Group provides fee-only, non-discretionary investment advice and stand-alone financial planning primarily focused on fixed-income securities and brokered certificates of deposit. The firm emphasizes long-term purchases, bond ladder construction, and requires client approval for each trade.