Margaret Callaghan is a financial advisor with Prime Solutions Financial Services Corp., holding Series 65 and Series 63 credentials. She has been with the firm since 2004, accumulating 22 years of experience. Prime Solutions Financial Services provides investment advisory services to individual and institutional clients, focusing primarily on non-high-net-worth households. The firm employs a bottom-up, growth-oriented equity strategy combined with fixed income and customized balanced approaches, and also offers institutional consulting services including asset allocation studies and litigation support.

Jean Pierre Bouvel is a financial advisor with Bouvel Investment Partners, LLC in Phoenixville, PA, holding Series 63 and Series 65 credentials and with 26 years of industry experience. He has been with Bouvel Investment Partners since 2009. Outside of his advisory role, he is co-owner of an office building in Phoenixville, which he manages on a limited basis. Bouvel Investment Partners serves individual and high-net-worth clients, including related trusts and estates, providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm employs a range of defined investment strategies tailored to client objectives and manages variable annuity subaccounts and CollegeAmerica 529 platform accounts.

Mark Kennedy is a financial advisor at Red Spruce Capital, LLC in Rose Valley, PA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Red Spruce Capital since 2012. Red Spruce Capital provides discretionary investment management and advisory services to individuals, personal trusts, estates, and corporations, including retirement-account rollover advice. The firm focuses on customized portfolio construction using individual securities, mutual funds, and ETFs, employing a fundamentally driven, generally long-term investment approach with the use of tactical strategies and borrowing to manage client exposures.

Flynn Ryan is a financial advisor at Addis & Hill, Incorporated with a Series 65 credential and one year of industry experience. Prior to joining Addis & Hill, he worked at St. David's Golf Club and has experience as a student at Penn State. Addis Hill provides fee-only financial planning and discretionary investment management primarily to individuals, families, and trusts with multimillion-dollar investable assets. The firm utilizes a data-driven portfolio optimization approach focusing on customized ETF portfolios, individual bonds, and systematic rebalancing, while integrating comprehensive planning services and coordinating with outside professionals.

David Pankiw is a financial advisor at Cubic Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cubic Advisors 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 retirement planning service for pre-retirees and retirees, using a blend of quantitative optimization, risk/return analysis, and technical trading models.

Christopher Torzone is a financial advisor at Christine Messmer, P.C. with a Series 65 designation and one year of industry experience. His prior work includes positions at Pennsylvania State University and local schools in the Collegeville, PA area. Christine Messmer, P.C. provides financial planning and investment advisory services to individuals, high-net-worth clients, and small business owners. The firm offers tailored investment policies and primarily manages portfolios on a non-discretionary basis, using third-party research and proprietary planning software to support client interactions and reporting.

Zack Bowen Jr. is a financial advisor at Bowen Asset Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bowen Asset Management since 2012. Outside of his advisory role, he serves as an advisory board member and treasurer for the New Garden Township General Authority in Chester County, PA. Bowen Asset Management provides comprehensive wealth management and financial planning services to individuals, families, trusts, and businesses. The firm manages client portfolios on a discretionary basis using a combination of active and passive strategies and emphasizes transparency and specialized portfolio options.

Daniel Picinich is a CFP® with 12 years of industry experience and has been with Private Wealth Management, LLC since 2015. He holds the Series 66 license and operates from Exton, PA. In addition to his advisory role, he owns and manages a tax preparation and filing business, Eagle Tax Service, LLC. Private Wealth Management, LLC provides discretionary and non-discretionary portfolio management primarily to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis and manages accounts directly, employing a range of investment strategies including long-term trading, margin, and options.

Justin Wentz is a CFP® and ChFC® with eight years of industry experience, currently serving as an advisor at Trinity Wealth Management, LLC since 2019. Prior to joining Trinity, he worked at Lincoln Financial Distributors and Northwestern Mutual. Before entering the financial advisory field, he spent ten years at High Point University. Trinity Wealth Management serves individuals, high-net-worth clients, trusts, estates, and employer retirement plans, offering 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.

Kelly Catania is a CFP® and holds a Series 65 license with six years of industry experience. She has been with Trinity Wealth Management, LLC since 2017. Prior to her advisory role, she worked at Temple University from 2014 to 2018. Trinity Wealth Management advises individuals, high-net-worth clients, trusts, estates, and employer retirement plans, offering portfolio management, financial planning, and pension consulting. The firm’s investment approach combines technical analysis and smart-beta factor strategies with index investing, tailored to client risk profiles and reviewed quarterly.

Richard Wiedl is a CFP® professional with 27 years of industry experience, currently serving at Legacy Advisory Services, LLC. He has held roles at Fortune Financial Services, Inc., Ridgeway & Conger, Inc., and Legacy Wealth Management, LLC. Wiedl also provides financial planning and investment services through Legacy Advisory Services, contributing approximately 10% of his annual compensation from this activity. Legacy Advisory Services, LLC offers investment supervisory and portfolio management services to individuals, pensions, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy focused on risk-adjusted returns and advises across a broad range of instruments, including equities, fixed income, mutual funds, options, and insurance-wrapped products.

Avi Rutstein is a financial advisor at CMG Capital Management Group, Inc. in Malvern, PA, with 20 years of industry experience. He holds the Series 65 and Series 63 designations and has been with CMG Capital Management Group since 2007, alongside prior roles at Integral Wealth Securities LLC and Metric Financial LLC. CMG Capital Management Group serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, as well as asset-management platform services for other advisers. The firm employs systematic, quantitative, and tactical strategies across a broad range of asset classes and also manages affiliated pooled investment vehicles and a platform business supporting other advisers.

David Rosenberg is a financial advisor at Wealthwise Advisors with 14 years of industry experience. He holds a Series 65 license and has worked in various roles including independent insurance agent and at firms such as Compass Pennsylvania LLC and Berkshire Hathaway HomeServices Fox & Roach. Outside of his advisory work, he maintains involvement in a real estate-related business. Wealthwise Advisors provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages accounts on a non-discretionary basis and integrates fundamental, technical, and cyclical analysis in its investment approach.

Logan Macgray is a CFA® charterholder and Series 65 licensee with eight years of industry experience. He has worked at Stonecrop Wealth Advisors, LLC since 2020 and was previously with Compass Ion Advisors, LLC from 2016 to 2020. Stonecrop Wealth Advisors serves individuals, high-net-worth families, trusts, and institutional clients, providing integrated financial planning alongside discretionary and non-discretionary investment management. The firm employs a team-driven approach focused on strategic and tactical asset allocations, often favoring longer-term holdings and monitoring portfolios through regular communications and reporting.

Jason Vavra is a financial advisor at VCM Wealth with 21 years of industry experience. He holds the PFS™ and Series 66 designations and has been with Vavra Capital Management, LLC since 2007. Outside of his advisory work, he serves as a volunteer member of the Investment Committee for the Bloomsburg University Foundation. VCM Wealth advises individuals, including high-net-worth clients, as well as institutional and nonprofit entities, managing approximately $88.8 million across about 260 client relationships. The firm uses a combination of fundamental, technical, and cyclical analysis alongside systematic asset allocation, implementing portfolios through proprietary ETF models and conducting regular account reviews.

Timothy Drake is a financial advisor at Pegasus Management Services L.L.C. with five years of industry experience. He holds a Series 65 designation and previously worked at The Vanguard Group for 20 years. Pegasus Management Services L.L.C. provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm customizes investment programs based on client goals, time horizons, and risk tolerance, offering both discretionary and non-discretionary portfolio management along with ERISA retirement-plan advisory services.

Robert Mccullough is a CFP® professional with 19 years of industry experience. He has been a partner at Mc2 Financial Advisers, Inc. and McCullough & Company P.C. CPA’s since 2003. Outside of financial advising, he serves as a volunteer coach for the Radnor Wayne Little League and co-presides over the Delaware County Attorney/CPA Forum. Mc2 Financial Advisers, Inc. offers fee-only investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm emphasizes asset allocation and diversification using no-load mutual funds and ETFs, manages accounts primarily on a non-discretionary basis, and maintains operational ties with a separate CPA practice owned by its principal.

Bryan Ellis is a financial advisor at Innovative Wealth Management with five years of industry experience. He holds a Series 65 designation and previously worked for Bankers Life and Bankers Life Advisory Services. In addition to his advisory role, he is a full-time insurance agent specializing in life insurance, long-term care insurance, and Medicare supplement and advantage plans. Innovative Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and pension consulting, offering both one-time plans and ongoing advisory relationships. The firm combines client interviews and technology in its “Human Robo” advising approach and utilizes platforms for automated rebalancing and tax-loss harvesting.

Jaan Larkin is a financial advisor at StratFI with a Series 65 designation and two years of industry experience. His prior work includes roles at Strategic Foresight Investments LLC, University of Delaware, Wawa, Stony Brook University, De La Coeur Cafe et Patisserie, and Brandywine School District. StratFI provides discretionary investment management and financial consulting services to individuals, high-net-worth clients, trusts, estates, and businesses, along with a subscription signal service offering model-generated buy and sell recommendations. The firm employs a thematic “Strategic Foresight” STEEP framework combined with fundamental and technical analysis, and is notable for its market-timing and signal-provider business as well as the use of derivatives and tactical strategies within client portfolios.

Michael Dechiario is a CFP® professional with 30 years of industry experience. He is the sole advisor at Goalpost Wealth Management, LLC, a firm he founded in 2026 after prior roles at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he holds an ownership interest in a medical packaging product company based in Philadelphia. Goalpost Wealth Management serves affluent households, charitable organizations, and pension/profit-sharing plans by providing wealth planning, investment management, and third-party manager selection. The firm blends active and passive strategies across various asset classes and operates a wrap fee program while managing approximately $326 million in client assets.