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.

Bradley Garges is a CFP® and Series 66 license holder affiliated with Prepared Retirement Institute LLC. He has three years of industry experience, including prior roles at Cetera and Musselman Financial Solution. He is a member of the Philadelphia Estate Planning Council. Prepared Retirement Institute LLC serves individual and corporate clients by offering discretionary portfolio management and financial planning, managing approximately $307 million in assets. The firm uses tailored model portfolios, fundamental analysis, and a held-away management platform to oversee defined contribution and other externally held accounts.

Tarif Carson, CFP®, serves as the Director of Portfolio Strategy & Wealth Planner at 2nd Story Wealth Planners, LLC, where he blends nearly 20 years of portfolio management expertise with his passion for cultivating meaningful client relationships. He designs and oversees the investment portfolio models that guide clients toward their financial goals, while also working directly with clients to deliver personalized financial strategies that align with their values, aspirations, and long-term legacies. Throughout his career, Tarif has partnered with many clients—from high-net-worth individuals managing significant portfolios to underserved communities striving toward financial independence. His professional journey includes roles as a Senior Lead Planner at Facet Wealth, where he helped clients achieve major life goals such as early retirement, homeownership, and world travel, and as a Senior Financial Advisor at Vanguard, managing over $500 million in assets while collaborating with clients and their tax professionals to ensure tax-efficient decisions. Tarif’s approach to planning evolves as life changes, ensuring clients' financial plans remain flexible and forward-looking. In addition to his technical expertise, Tarif believes strongly in the power of personal growth and financial legacy. His guiding philosophy: "Your beliefs become your thoughts, your thoughts become your words, your words become your actions, your actions become your habits, your habits become your values, your values become your destiny," serves as the foundation for how he advises clients on building lasting legacies for their families. Outside of his professional role, Tarif is focused on planting the seeds of a meaningful legacy for his family and helping his clients do the same—building not just wealth, but values that endure across generations. His commitment to mentorship extends this philosophy, as he is dedicated to guiding and developing aspiring financial planners. Through mentorship, Tarif ensures that the next generation of financial professionals upholds the same standards of integrity, service, and the pursuit of financial empowerment. Tarif earned a Bachelor of Science in Finance from the first HBCU Cheyney University and holds the CERTIFIED FINANCIAL PLANNER™ designation. He is also a member of the Financial Planning Association, Association for African American Financial Advisors and a VITA Volunteer who helps income tax payers accurately prepare and file taxes

Kathleen Baltra is a financial advisor at Bancroft Capital, LLC with 19 years of industry experience. She holds the Series 66 designation and has worked at Bancroft Capital since 2018. Her prior experience includes roles at CM Advisory, LLC and CFG Capital Markets, LLC. Bancroft Capital provides investment advisory and retirement plan services mainly to institutional and plan clients such as pension and profit-sharing plans, banks, corporations, and high-net-worth individuals. The firm focuses on ERISA-related retirement consulting and financial planning, emphasizing long-term strategies and portfolio diversification.

Francis Amagasu is a financial advisor at Katsutoshi Capital Management, LLC, holding a Series 65 designation. He has been with the firm since 2025 and has prior experience outside finance, including roles at Medical Retirement and George Nakashima, Woodworkers. Katsutoshi Capital Management is an investment manager that provides discretionary portfolio management and develops investment policy statements tailored to clients' goals, risk tolerances, and time horizons. The firm emphasizes a long-term, growth-oriented approach to public equities, using fundamental, quantitative, and technical analysis alongside modern portfolio theory.

Mary Mcnutt is a financial advisor at 1015 Capital Partners, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at BNY Mellon Wealth Management for nine years. 1015 Capital Partners serves high-net-worth individuals, business entities, trusts, estates, and charitable organizations, typically requiring multi-million dollar account minimums. The firm offers discretionary, fee-only portfolio management and financial planning, using a range of analytical approaches and allowing borrowing against client assets for specific short-term purposes.

Vivek Sharma is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He is the founder and principal of Connotia, LLC, a pharmaceutical consulting firm specializing in strategic and scientific analysis for pharmaceutical projects. He is currently affiliated with Gwynedd Wealth Partners, LLC. Gwynedd Wealth Partners provides investment advisory and financial planning services to individuals and high net worth clients through discretionary managed accounts and written financial plans. The firm’s investment approach focuses on aligning asset allocation with client risk tolerance and time horizon, employing various strategies including asset-allocation models and technical analysis.

Ella Gillespie is a Series 65-licensed advisor at Pegasus Management Services L.L.C. in King of Prussia, PA, with one year of industry experience. Prior to joining Pegasus, she worked briefly at Wells Fargo Advisors and has been a student since 2016. Pegasus Management Services offers discretionary and non-discretionary asset management, comprehensive financial planning, and ERISA retirement plan services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans. The firm provides individualized investment programs based on client goals and risk tolerance and also conducts public seminars and workshops on investment topics.

James Wright is a CFA® charterholder with 19 years of industry experience. He has been with Harvest Financial Partners since 2008, where he serves as one of two principals. Harvest Financial Partners is an independent, fee-only advisory firm serving individual investors, trusts, estates, charitable organizations, and retirement plans. The firm uses fundamental analysis focusing on dividend-paying, larger-cap stocks and investment-grade bonds, while employing mutual funds and ETFs for diversification, tailoring portfolios to client needs.

Most financial advisors will tell you what to do with your money. I'd rather show you why—and make sure the strategy actually fits the way you live, earn, and spend. I'm Ryan Greiser, CFP® and co-founder of Opulus, a fee-only RIA based in Doylestown, PA. My co-founder Fran Walsh and I built Opulus for high-income millennials who have outgrown generic advice: the engineer with a complicated equity package, the physician juggling student loans and a growing income, the couple who finally hit their number but still feel financially exposed. These aren't people who need a lecture on compound interest. They need someone who can work through the details, cut through the noise, and tell them what actually matters. My planning work is built around four things: reducing what you pay in taxes, managing income that doesn't follow a straight line, growing wealth without taking on unnecessary risk, and structuring your finances so they support the life you're building—not the one someone else assumed you'd want. I specialize in equity compensation, tax-first planning, and investment management. If your situation has moving parts, that's where I do my best work. Opulus is a two-person firm by design. You work with me and Fran—not a rotating cast of junior advisors. We're independent, fee-only, and have no incentive to sell you anything. Every recommendation exists because it's aligned with you.

Amy Abromaitis is a CFP® with 28 years of industry experience, currently serving at Carnegie Wealth Management, LLC since 2010. She previously worked at The Strategic Financial Alliance from 2016 to 2022. Outside of advising, she manages a real estate business through Radar Enterprises, LLC. Carnegie Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management and financial planning services. The firm employs a primarily long-term, strategic asset allocation approach with tactical adjustments, customizing portfolios using a range of investment types and monitoring accounts regularly.

Michael Falco is a financial advisor at Falco Wealth Management in Paoli, PA, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Virtue Capital Management and Horter Investment Management. In addition to his advisory role, he owns businesses providing insurance and tax preparation services. Falco Wealth Management is a small firm managing approximately $33.6 million for individual, family, trust, estate, and small-business clients. The firm offers comprehensive financial planning and discretionary wealth management, using a long-term, factor-aware investment approach focused on low-cost ETFs and institutional mutual funds.

Christine Messmer is a CFP® professional with 23 years of experience in financial planning and investment advisory services. She has led her own firm, Christine Messmer, P.C., since 2003. The firm provides comprehensive financial planning and investment advisory services to individual and high-net-worth clients, as well as small business owners, focusing on cash management, retirement, tax, and estate planning. Christine Messmer, P.C. develops tailored investment policies and pursues long-term purchase strategies using third-party research and proprietary planning software. The firm primarily manages portfolios on a non-discretionary basis, providing clients with regular updates through quarterly meetings and detailed reporting via a secure client portal.

Marjorie Wentz is a financial advisor at Trinity Wealth Management, LLC in Berwyn, PA, holding a Series 65 designation with 12 years of industry experience. She has been with Trinity Wealth Management since 2014. Trinity Wealth Management serves individuals, high-net-worth clients, trusts, estates, and employer retirement plans by providing comprehensive portfolio management, financial planning, and pension consulting. The firm’s investment approach combines technical analysis with smart-beta factor strategies and index investing, employing risk-based allocations and regular portfolio reviews.

Kevin Means is a CFA® charterholder with 20 years of industry experience. He is currently with Sapient Investments LLC and has previously worked at Select Alternative Investments LLC and Prestige Wealth Management Group. Sapient Investments LLC provides discretionary investment management primarily to high-net-worth individuals and similar entities, combining tactical asset allocation with hedge-like implementation strategies that include the use of derivatives, margin, and tax-aware directly indexed portfolios.

William Watkinson is a financial advisor at Watkinson Capital Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Profund Distributors, Inc. prior to joining his current firm in 2017. Watkinson Capital Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary portfolio management, municipal bond strategies, and asset management services. The firm emphasizes tax-advantaged fixed income through its Municipal Bond Advantage laddering strategy and a Core-Plus hybrid approach that incorporates leverage and active trading.

Susan Gress is a financial advisor with Bancroft Capital, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has worked at Bancroft Capital since 2018 and has also been associated with CM Advisory, LLC since 2016 and CFG Capital Markets, LLC from 2014 to 2018. Bancroft Capital provides investment advisory and retirement plan services primarily to institutional and plan clients, including pension and profit-sharing plans, banks, corporations, and high-net-worth individuals. The firm offers ERISA-focused retirement consulting and financial planning, emphasizing investment policy development, plan monitoring, and long-term portfolio diversification.

Brailyn Robertson is a financial advisor at The Aranda Group Advisors, LLC with a Series 65 designation and six years of experience at the firm. Prior to joining The Aranda Group, Robertson worked in roles outside the financial industry, including positions at TerraVida Holistic Center and Bright MLS. The Aranda Group Advisors, LLC serves individuals, high-net-worth families, trusts, non-profit organizations, pensions, and businesses with asset management and in-house financial planning. The firm emphasizes client-specific financial plans with diversified asset allocation, tax efficiency, and periodic rebalancing, offering both discretionary and non-discretionary portfolio management along with access to third-party sub-managers and securities-based lending.

Mario Martinelli is a CERTIFIED FINANCIAL PLANNER™ practitioner with 11 years of industry experience. He is currently with VaMa Oak Wealth, LLC and has previous experience at Bank of America, Merrill, and Lincoln Financial Distributors. VaMa Oak Wealth serves individuals, trusts, retirement plans, and corporate entities with portfolio management, financial planning, and retirement consulting. The firm applies a multi-faceted investment process combining fundamental, quantitative, and technical analysis with varied asset-allocation strategies, managing portfolios that include equities, fixed income, alternatives, and options where appropriate.