Debra Gaglioti is a financial advisor at Capital Planning Associates, Incorporated with 24 years of industry experience. She holds a Series 66 designation and has worked at Capital Planning Associates since 2011, following eight years at FSC Securities Corporation. Outside of her advisory role, she is involved in managing captive insurance companies through related business entities. Capital Planning Associates serves business owners, high-net-worth individuals, and employer retirement plans by providing personalized investment counseling, portfolio monitoring, and comprehensive financial planning. The firm emphasizes pension consulting and ERISA-related services, operating primarily on a non-discretionary basis while integrating insurance and accounting expertise through affiliated activities.

Anthony Giunipero is a financial advisor at Amphora Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at OneMain Financial and Globus Medical. Giunipero has served in the United States Marine Corps Reserves since 2009, currently holding the rank of Major and working as a Recruiting Support Officer. Amphora Wealth Management serves individuals, charitable organizations, and retirement plans by providing investment management, financial planning, pension consulting, and specialized services such as divorce consulting and estate-plan analysis. The firm employs an evidence- and risk-based investment approach, utilizing diversified portfolios aligned with Modern Portfolio Theory and conducts ongoing account monitoring and quarterly reviews.

Steven Tambone is a CFP® and ChFC® with 23 years of industry experience. He has been the sole advisor at S & A Financial Strategies & Services, LLC since 2012. S & A Financial Strategies & Services, LLC is a fee-only registered investment adviser serving primarily individual clients and a smaller number of small businesses and corporations. The firm focuses on life-goals financial planning and ongoing tracking combined with investment management, typically using low-expense, no-load mutual funds and ETFs, with accounts monitored weekly and managed in a primarily non-discretionary manner.

David Rosenberg is a Series 65-licensed advisor at Wealthwise Advisors with 14 years of industry experience. His career includes roles in real estate, trading, and tax preparation, notably with firms such as Compass Pennsylvania LLC and RenGen.io. Rosenberg is also an independent insurance agent and involved in tax preparation through Strategic Tax & Advisory Services. Wealthwise Advisors serves individuals, small businesses, trusts, and charitable organizations with personalized financial planning and non-discretionary investment management. The firm employs fundamental, technical, and cyclical analysis and emphasizes documented investment policies and regular portfolio reviews.

Mark Friedenthal is a financial advisor at Friedenthal Financial, LLC, holding a Series 65 designation and with 17 years of industry experience. He has been with Friedenthal Financial since 2009. Friedenthal Financial provides investment supervisory services and financial planning to individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm manages client portfolios internally using both strategic and tactical asset-allocation approaches and maintains a client-specific Investment Policy Statement for each engagement.

Daniel Gordon is a financial advisor at Shaker Financial Services with 19 years of industry experience. He holds a Series 65 designation and has been with Shaker Financial Services since 2006. Shaker Financial Services provides discretionary portfolio management for individuals, families, trusts, IRAs, small-business retirement accounts, and various institutional clients. The firm specializes in globally diversified portfolios primarily composed of closed-end funds, using a quantitative “discount capture” approach to manage risk and optimize timing of trades.

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.

Harvey Dekrafft is a financial advisor at Legacy Investment Advisors, LLC with 38 years of industry experience. He holds a Series 63 designation and has previously worked at Atlantic Equity Research, LLC and Sturdivant & Co., Inc. He has been with Legacy Investment Advisors since 2008 in various capacities. Legacy Investment Advisors provides discretionary portfolio management and advisory services to institutional and individual clients, including defined contribution plans and state and municipal government clients. The firm employs a long-term, global macro asset-allocation strategy using top-down quantitative analysis and fundamental research, managing accounts primarily on a discretionary basis.

William Small is a financial advisor with RMAS, Inc. and holds Series 63 and Series 65 designations. He has 55 years of industry experience and has worked at firms including Alden Capital Management and Capitol Securities Management. Outside of his advisory role, he is president of Kings Management Company, where he is involved in insurance sales and estate work. RMAS, Inc. provides discretionary investment supervisory services and 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 clients’ objectives, time horizons, and risk tolerance.

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.

Stephen Mcdade is a CFP® professional with 13 years of industry experience, currently serving at Foundation Wealth Management, LLC since 2013. He holds a Series 63 license and teaches a personal finance class as an adjunct professor at Temple University. Foundation Wealth Management serves individuals, high-net-worth clients, and charitable organizations with comprehensive wealth management that integrates financial planning and discretionary investment management. The firm employs a fee-only model and focuses on tailored, goals-based portfolios using fundamental analysis across various asset classes.

Matthew Montenero is a CFP® with 25 years of industry experience. He is currently a financial advisor at MK3 Wealth LLC, where he has worked since 2019. Prior to that, he held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Montenero serves as a committee member on the District Ethics Committee, District IIIB of Burlington County. MK3 Wealth provides financial planning and wealth management services to individuals, small businesses, trusts, estates, and non-profits. The firm employs a combination of fundamental and technical analysis to build diversified portfolios tailored to each client’s risk tolerance and manages approximately $96 million in assets.

Robert Mccullough is a CFP® professional with 18 years of experience, currently serving as the sole advisor at Mc2 Financial Advisers, Inc. He has been with Mc2 Financial Advisers since 2003 and is also a partner at McCullough & Company, CPA's, where he performs accounting, consulting, and tax preparation services. Outside of his financial advisory work, he volunteers as a coach for Radnor Wayne Little League and serves as Co-President of the Delaware County Attorney/CPA Forum. Mc2 Financial Advisers provides investment asset management and financial planning services to individuals, trusts, corporations, and retirement plans, focusing primarily on no-load mutual funds and ETFs. The firm emphasizes an asset-allocation and diversification approach with non-discretionary management and periodic performance reviews.

Rachel Allison is a financial advisor at Haddonfield Financial Planning LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Bank of America. Allison serves as Treasurer for the Friends of the Indian King Tavern Museum. Haddonfield Financial Planning provides investment advisory and financial planning services to individuals, trust and estate beneficiaries, retirement plans, and institutional clients, using a diversified, long-term investment approach with strategic asset allocation and discretionary management.

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.

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.