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.

Stephen Blumenthal is a financial advisor at CMG Capital Management Group, Inc. with 42 years of industry experience. He holds Series 65 and Series 63 licenses and has been with CMG since 1994, serving as CEO and CIO. Prior to CMG, he worked at Purshe Kaplan Sterling Investments, Amera Securities, and Metric Financial. CMG Capital Management Group serves individual and high-net-worth clients through discretionary and non-discretionary portfolio management, as well as providing asset-management platform services to other advisers. The firm employs systematic, quantitative, and tactical strategies and offers access to a broad range of investment vehicles, including private funds and third-party strategist models.

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.

Taylor Kishfy is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Viable. He previously worked at Bgs Capital Management, Cetera, and Massmutual. Kishfy serves as a board member of the Franklin Lakes Chamber of Commerce and holds a Notary Public commission. Viable provides financial planning, investment advisory, insurance consultancy, and retirement plan advisory services to individuals, families, businesses, trusts, and charitable organizations. The firm employs a goal-based investment approach with emphasis on behavioral finance and asset allocation, primarily utilizing Exchange Traded Funds for cost efficiency and liquidity.

James Smith is a financial advisor at Prime Solutions Financial Services Corp. with 24 years of industry experience. He holds the Series 63 designation and has worked at Prisol Securities, Inc. since 2001, alongside his longstanding tenure at Prime Solution Financial Services Corp. since 1999. Prime Solutions provides investment advisory services primarily to individual, non–high-net-worth clients, using a bottom-up, growth-oriented equity approach combined with fixed income and customized balanced strategies. The firm also offers institutional consulting, including asset allocation studies and forensic accounting support.

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.

Christopher Nawn is an advisor at Paoli Financial Advisors, Ltd. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research, Inc. since 2016. Outside of his advisory role, he serves as president of Nawn and Company, CPA’s, providing tax and accounting services, and is involved in managing several restaurant and aviation-related businesses. Paoli Financial Advisors is a small, state-registered firm serving primarily high-net-worth individuals and retirement plan sponsors. The firm offers ongoing asset management and retirement plan consulting, managing accounts mostly on a non-discretionary basis and constructing diversified portfolios using fundamental analysis.

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.

Richard Switzer is a financial advisor at Paoli Financial Advisors, Ltd. in Paoli, PA, with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cambridge Investment Research, Inc. and Paoli Financial Advisors, Ltd. since 2015. Outside of advising, he also maintains longstanding roles with Preferred Food Service, Inc., Chriskoll, Inc., and his own legal practice, R. L. Switzer Esq., Ltd. Paoli Financial Advisors is a small, state-registered firm serving primarily high-net-worth individuals and retirement plan sponsors. The firm manages client accounts mostly on a non-discretionary basis, focusing on diversified portfolios constructed with mutual funds and fundamental analysis, while also providing retirement plan consulting and participant education services.

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.

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.

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.

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.

Amish Desai is a financial advisor with Red Spruce Capital, LLC, holding a Series 65 designation and 15 years of industry experience. He has been with Red Spruce Capital since 2011. Red Spruce Capital provides discretionary investment management and advisory services to individuals, trusts, estates, and corporations, focusing on customized portfolios using individual securities, mutual funds, and ETFs. The firm employs a fundamental analysis approach with a long-term orientation and is notable for its use of borrowing strategies in separately managed accounts to manage timing and exposure.

Gregg Gottlieb is a CFP® with 36 years of experience in the financial services industry. He is currently affiliated with Viable and has held positions at firms including LPL Financial and Kestra Financial Services. Outside of his advisory work, he is involved in several non-variable insurance businesses. Viable provides financial planning, investment advisory, insurance consultancy, and retirement plan advisory services to individuals, families, businesses, trusts, and charitable organizations. The firm employs a goal-based investment process emphasizing behavioral finance and asset allocation, primarily using Exchange Traded Funds for cost and tax efficiency.

Charles Falco is a financial advisor with Limerick Financial Group, LLC in Limerick, PA, holding Series 63 and Series 65 designations and 20 years of industry experience. He has been with Limerick Financial Group since 2006 and previously operated Falco and Associates, Inc. for 34 years. Limerick Financial Group serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, providing discretionary portfolio management, financial planning, consulting, and retirement-plan advisory services. The firm uses a range of investment strategies including mutual funds, ETFs, bond funds, government securities, proprietary asset-allocation models, and specialty equity strategies, and manages approximately $68 million in discretionary assets.