Kevin Mcgarry is a financial advisor with Valley Financial Group in Ambler, PA, holding Series 63 and 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and H. Beck, Inc. Outside of his advisory work, he volunteers as a basketball coach for St. Anthony's. Valley Financial Group provides investment management and financial planning services to a diverse client base, including individuals, families, trusts, charitable organizations, businesses, and pension plans. The firm manages approximately $287 million in assets using a top-down, evidence-based investment approach and offers discretionary portfolio management with access to Fidelity custody and online reporting tools.

David Meschel is a CFP®-certified financial advisor with 13 years of industry experience. He is a principal at Meschel Wealth Management LLC and has worked at Purshe Kaplan Sterling and The Retirement Group, LLC. Outside of advisory work, he is licensed as an insurance broker for life, annuities, long-term care, and disability products. Meschel Wealth Management LLC provides discretionary investment management and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm constructs portfolios based on clients’ investment objectives and risk tolerance, utilizing a combination of mutual funds, ETFs, and third-party managers.

Craig Jordan is a financial advisor at Apogee Financial Services Group, Inc. with 22 years of industry experience. He has been with Apogee since 1989 and holds the Series 63 designation. Apogee Financial Services Group, Inc. provides personalized, fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset-allocation, core-and-satellite approach with global diversification and primarily manages assets on a non-discretionary basis.

Troy Gomer is a CFP® professional at BTG Capital LLC with three years of industry experience. He previously worked at The Vanguard Group, Inc. for two years before joining BTG Capital in 2025. BTG Capital LLC provides wealth management, financial planning, and retirement plan consulting to individual and institutional clients. The firm combines passive and active strategies using various analytical approaches and offers both ongoing portfolio management and project-based planning engagements.

Jeffrey Biernat is a financial advisor with Gwynedd Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Gwynedd Wealth Partners since 2012. Outside of his advisory role, he is licensed to sell life insurance and fixed annuities as an independent agent. Gwynedd Wealth Partners provides investment advisory and financial planning services to individuals and high net worth clients, focusing on discretionary managed accounts and tailored investment strategies. The firm emphasizes asset allocation aligned with client risk tolerance and time horizon, employing various investment techniques and conducting quarterly account reviews.

Gary Votto is a financial advisor with Bishop & Associates Inc in Philadelphia, PA, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. His work history includes roles at PHL Futures LLC, Bishop Capital Advisers LLC, Systra LLC, and Kingsview Asset Management. He is a managing member involved in commodity pool operations and managing trading activities through affiliated entities. Bishop & Associates is a small registered investment adviser managing approximately $32 million across individuals, retirement accounts, charitable organizations, foundations, pension plans, and trusts. The firm offers discretionary portfolio management featuring a large-cap core equity strategy, fixed-income management, and an options overlay, with an emphasis on risk management and diversification through its Panoramic Portfolio Management approach.

Devin Rainone is a CFP® and CFA® with four years of industry experience. He currently works at MOR Wealth Management, LLC and has prior experience with Commonwealth Financial Network, SK Wealth Management, and Massachusetts Mutual Life Insurance Company. MOR Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes a long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual stocks and bonds as appropriate, and manages accounts on a discretionary basis aligned with each client’s goals and risk tolerance.

Erik Schuster is a CFP® with 11 years of industry experience, currently serving at Proper Financial, LLC since 2024. His prior experience includes roles at Thrive Financial Services, Thrive Insurance Group, Thrive Capital Management, and THE Vanguard Group. Outside of advisory work, he is involved in insurance sales through Proper Retirement, LLC and participates in raising capital for real estate investments and joint ventures. Proper Financial, LLC is a small registered investment adviser managing approximately $65 million for individual and high-net-worth clients. The firm offers wealth management, discretionary portfolio management, and financial planning, operating as a fiduciary with a focus on fundamental analysis and diversified portfolios primarily composed of low-cost mutual funds and ETFs.

Emily Toto is a financial advisor at Ethos Capital Management, Inc. with one year of industry experience. She holds a Series 65 designation and previously worked at Macquarie Group for six years, UBS for one year, and Polymathes Capital for one year. Ethos Capital Management, Inc. provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses individualized Investment Policy Statements and employs fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary management options.

Michelle Blass is a CFP® professional with 10 years of industry experience. She is currently with 1015 Capital Partners, LLC and previously worked at BNY Mellon for nine years. 1015 Capital Partners serves high-net-worth individuals, business entities, trusts, estates, and charitable organizations, focusing on clients with multi-million dollar account minimums. The firm offers discretionary, fee-only portfolio management and fixed-fee consulting, utilizing fundamental, technical, and charting analysis across various investment strategies while accommodating borrowing against client assets for specific short-term purposes.

Michael Crew is the sole advisor at Flax Pond Capital, LLC, with 32 years of industry experience. He has operated his own investment advisory business since 1981 and has been with Flax Pond Capital since 2022. Flax Pond Capital serves individual clients, including high-net-worth individuals, providing discretionary portfolio management and financial planning services. The firm manages approximately $222 million in client assets, employs various analysis methods, and uses a single-advisor model, offering a broad range of investment types and customized advisory services.

Ryan Kirk is a CFA® charterholder and holds the Series 66 designation, with 17 years of experience in the financial industry. He is the principal of The Investment Lab, LLC in Fort Washington, PA, where he has worked since 2018. Kirk has prior experience with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. He also maintains a role as an Investment Advisor Representative and Portfolio Manager at NewSquare Capital, LLC. The Investment Lab, LLC develops and licenses model portfolios focused on U.S. equities, offering growth and dividend strategies built with stocks and ETFs. The firm uses a rules-based process centered on Relative Strength technical analysis combined with fundamental screening, primarily serving affiliate accounts through a unique model-licensing arrangement with another registered adviser.

Frank Pizzichillo V is a CFP® and Series 65-registered financial advisor with three years of industry experience. He has worked at Valley Financial Group since 2022 and previously spent time at Hightower Advisors, LLC and Brinker Capital. Valley Financial Group provides investment management and financial planning services to individuals, families, trusts, charitable organizations, businesses, and pension plans, managing a range of clients from non-wealthy to high-net-worth. The firm employs a top-down, evidence-based investment approach combining macroeconomic analysis with fundamental research and third-party manager allocations, providing discretionary portfolio management primarily through Fidelity custody.

Joseph Purcell is a CFP® with 16 years of experience in the financial services industry. He has worked at Merrill Lynch and Bank of America before joining Wissahickon Wealth Management LLC in 2017. He holds a Series 66 license and is based in Philadelphia, PA. Wissahickon Wealth Management LLC is a small advisory firm serving individuals, affiliated trusts, charitable organizations, and businesses with wealth planning, financial planning, and asset management services. The firm focuses on major life transitions and employs a discretionary, fundamental security-selection approach to portfolio management.

Carey Morgan is a CFP® and ChFC® with seven years of experience in financial advising. He is a partner at Livelhood LLC in Philadelphia, where he has worked since 2016, and previously spent three years at New Century Trust. Morgan serves as Treasurer and Board Member of The Merchant Fund, a nonprofit that makes grants to small businesses, where he advises on financial matters and develops long-term financial strategy. Livelhood LLC provides fee-only, advice-only financial planning and educational services to individuals, business owners, and families. The firm emphasizes long-term, globally diversified investment recommendations without managing client assets and offers public and employer-sponsored educational seminars.

Elizabeth Gaasbeck is a financial advisor with Main Street Financial Life Advisors, LLC and holds a Series 65 designation. She has six years of industry experience, including roles at Armanino LLP and Gross, Mendelsohn & Associates, P.A. In addition to her advisory work, she serves as Director of Tax at Roman & Kulpa, LLC, a CPA firm. Main Street Financial Life Advisors, LLC provides investment management and reporting services to individuals, business entities, trusts, estates, and charitable organizations. The firm integrates tax preparation, accounting consulting, and insurance advisory services through affiliated entities and employs a client-focused investment process that includes ongoing monitoring and use of various portfolio management tools.

Charles Minnich IV is an investment advisor representative with Foundation Capital Management, LLC and holds Series 63 and Series 65 licenses. He has 35 years of experience in the financial industry, including roles at Securities America, Inc. and The Marshall Financial Group LLC. Minnich serves on the Board of Trustees for Ancillae Assumpta Academy and participates in the investment committee and board at LaSalle College High School. Foundation Capital Management, LLC provides fee-for-service financial planning and discretionary portfolio management to individuals, trusts, and corporations, with a significant number of high-net-worth clients. The firm utilizes an active, model-driven investment approach and manages approximately $244 million in discretionary assets.

Lonnie Coombs is a CPA and principal of Coombs Wealth Advisory, LLC with 11 years in wealth advisory and over 39 years in accounting and tax services through his own CPA firm. He leads Coombs Wealth Advisory, which he founded in 2015 in Blue Bell, PA. Coombs also owns and operates a tax and accounting firm under his name. Coombs Wealth Advisory provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm focuses on diversified, tax-sensitive portfolios using fundamental analysis and offers personalized, partner-level involvement through a small client base and affiliation with a tax and accounting firm.

Stephen Wetzel is a CFP® professional with 35 years of industry experience. He is president of Prometheus Capital Management Corp., where he has worked since 1994, and has been affiliated with The Investment Center Inc. since 2011. Wetzel is a full adjunct professor of financial management at New York University, where he has taught CFP program courses since 1991. Prometheus Capital Management Corp. is an SEC-registered adviser providing investment supervisory services, financial planning, and consulting to individuals, high-net-worth clients, retirement plans, trusts, and privately held businesses. The firm develops client-specific investment strategies and offers primarily non-discretionary portfolio supervision, allowing clients to retain transaction approval authority.

George Foley is a financial advisor with Dillon Capital Management, holding a Series 66 designation and 16 years of industry experience. He has been with Dillon Capital Management since 2012. Dillon Capital Management provides investment management and consulting services to individual and institutional clients, including pension plans and insurance companies. The firm employs a long-term, risk-aware investment approach that integrates quantitative screening and fundamental research, managing a range of separately invested strategies with active monitoring and tactical adjustments.