John Fischer Jr. is a Series 65-licensed advisor with Magnolia Private Wealth, LLC, based in Philadelphia, PA, bringing 12 years of industry experience. He previously spent 21 years at Andalusian Wealth Management, LLC. Magnolia Private Wealth is an SEC-registered advisory firm serving individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and employer-sponsored retirement plans. The firm provides customized financial planning and discretionary portfolio management, using both fundamental and technical analysis, and offers access to private fund investments for qualified investors.

Howard Trauger is a financial advisor with Philadelphia Partners Capital Management, LLC, where he has worked since 2026. He holds 33 years of industry experience, including nine years at Carnegie Investment Counsel. Philadelphia Partners Capital Management provides discretionary investment management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm’s investment approach focuses on fundamental analysis with an emphasis on large-cap growth equities and incorporates the use of mutual funds, ETFs, and tax considerations in portfolio construction.

John Slater is a financial advisor at Cubic Advisors, LLC with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Cubic Financial Advisors LLC since 2012. Cubic Advisors serves individuals, including high-net-worth clients, and business entities such as insurance companies. The firm offers discretionary and non-discretionary portfolio management, financial planning, and a specialized 55Plus retirement planning service, using a combination of quantitative optimization, risk/return analysis, and technical trading models to tailor portfolios.

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.

Peter Zeuli is a CFA® charterholder with 25 years of industry experience. He has been with Philadelphia Investment Partners, LLC since 2001, where he serves as Managing Partner. Outside of his advisory role, he is the Treasurer of Hillcrest Development Corp. Philadelphia Investment Partners provides investment advisory and portfolio management services to individuals, high-net-worth clients, retirement plans, and select institutional clients, including state and municipal entities. The firm employs a top-down, macroeconomic-driven investment approach combined with quantitative and fundamental analysis for security selection.

Charles Gubler is a financial advisor at Flagship Capital Management Inc with two years of industry experience. He holds the Series 65 designation and previously worked at SEI Investment Company. His background includes four years in education at James Madison University and Luray High School. Flagship Capital Management provides investment management and advisory services to individual and institutional clients, including corporations, pension plans, foundations, and trusts. The firm employs a team-based approach to constructing diversified portfolios using fundamental and technical analysis, managing roughly $200 million in discretionary assets.

Kathleen Schroeder is a financial advisor with RMAS, Inc. who holds Series 63 and Series 65 licenses and has 31 years of industry experience. She has worked with J Alden Associates, Alden Capital Management, Capitol Securities Management, and has been involved with Risk Management Advisory Services, Inc. since 2001. Schroeder is also vice president of Kings Management Company, where she is involved in insurance sales and tax preparation. RMAS, Inc. provides discretionary investment supervisory services and individualized portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $81.7 million across about 98 client accounts, using fundamental analysis and a mix of long- and short-term strategies tailored to client objectives and risk tolerance.

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.

Sally Sulcove is a CFP® and CFA® with 22 years of experience in financial advising. She has been with O’Brien Greene & Co. Inc. since 2002. O’Brien Greene & Co. Inc. serves high-net-worth individuals, families, trusts, charities, and pension and profit-sharing plans by providing discretionary portfolio management, financial planning, and occasional 401(k) consulting. The firm emphasizes long-term buy-and-hold portfolios primarily composed of individual equities selected through fundamental and technical analysis, with modest use of ETFs and a dedicated fixed-income component for income and liquidity.

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.

Richard Weidner is a financial advisor at Financial Planning Services with 14 years of industry experience and has been with the firm since 1981. He holds a management role in a home repair company called Capstone Property Management, dedicating a few hours weekly to its operations. Financial Planning Services provides portfolio management and financial planning primarily to individual clients, focusing on non-discretionary investment strategies tailored to income needs, tax considerations, and risk tolerance. The firm manages approximately $48.5 million for a small client base and operates with a two-advisor team.

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.

Dave Huting is a CFA charterholder and holds Series 63 and Series 65 licenses. He has eight years of industry experience, including 16 years at PNC Capital Markets, Inc., before joining Webster Street Investment Advisors LLC in 2018. He is based in Philadelphia, PA. Webster Street Investment Advisors provides discretionary investment management to individuals, high-net-worth clients, and pension and profit-sharing plans, overseeing about $113.7 million in client assets. The firm uses low-cost, diversified mutual funds and ETFs along with individual securities as appropriate, employing fundamental analysis and a primarily long-term approach tailored to each client’s goals and risk tolerance.

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.