John Fattibene is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with Harvest Financial Partners since 2008. He serves as a director of County Savings Bank in Pennsylvania, a role he began in 2024. Harvest Financial Partners is an independent, fee-only advisory firm led by two principals that serves individual investors, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm uses fundamental analysis focused on dividend-paying, larger-cap, quality companies and investment-grade fixed income, tailoring portfolios and share-class selections to each client’s circumstances.

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. Prior to joining BTG Capital in 2025, he worked at Morgan Stanley Distribution, Inc. for six years and Houlihan Lokey Capital, Inc. for two years. He holds Series 63 and Series 65 licenses. BTG Capital LLC provides wealth management, financial planning, and retirement plan consulting to individual and institutional clients. The firm combines passive and active investment strategies and employs fundamental, technical, cyclical, and charting analysis to manage portfolios, with an emphasis on longer-term holdings and the potential inclusion of alternative assets.

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 Financial Group, LLC in Moorestown, NJ, with 40 years of industry experience. He holds a Series 63 designation and has previously worked at American Portfolios Financial Services, Inc., Family Office Partners, Inc., and OSAIC. Outside of his advisory role, he manages a commercial real estate company and is involved in fixed life insurance businesses. Copper Beech Financial Group provides discretionary portfolio management, financial planning, family office services, and financial audits for individuals, pension plans, insurance companies, and businesses. The firm customizes investment programs based on client goals and uses quantitative optimization and third-party research, offering a range of investment vehicles and integrated family office and legal services.

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.

James Smith is a financial advisor at Prime Solutions Financial Services Corp. with 23 years of industry experience. He holds a Series 63 designation and has worked at Prisol Securities, Inc. since 2001, alongside his ongoing roles at Prime Solution Financial Services Corp. and Prime Solutions Securities, Inc. since 1999. PrimeSolutions provides discretionary portfolio management and investment advisory services to individual and institutional clients. The firm focuses on bottom-up, growth-oriented strategies with concentrated U.S. large-cap equity portfolios and customized balanced allocations, serving a client base that excludes high-net-worth individuals.

David Du Charme is a financial advisor at DuCharme Wealth Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including ID Washington Wealth Management and Santander Securities. 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 portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes discretionary investment management focused on strategic asset allocation and tax-aware, lower-cost portfolios, and provides a hands-on service model supported by a small advisory team.

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.

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.

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.

Edward Cole is a financial advisor with Cross Border Financial Planning USA LLC, holding a Series 65 designation and four years of industry experience. He has been with Cross Border Financial Planning USA LLC since 2022 and also serves as a director at Cross Border Financial Planning Ltd., a UK-regulated investment advisory firm. Cross Border Financial Planning USA LLC provides investment advisory and financial planning services to individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, estate planning support, and indirect access to digital-asset exposure. The firm integrates multiple analysis methods and uses third-party managers and platforms, maintaining a distinctive structure with coordination to its UK-regulated affiliate and a meaningful non-U.S. client base.

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.

Cody Baldwin is a financial advisor at Copper Beech Financial Group, LLC with a Series 66 designation and two years of industry experience. He has worked at Osaic Wealth, Inc. and American Portfolios Financial Services, Inc. Outside of financial advising, Baldwin serves as an ice hockey official with Atlantic District Officials. Copper Beech Financial Group provides discretionary portfolio management, financial planning, and family office services to individuals, pension and profit-sharing plans, insurance companies, and business entities. The firm uses tailored portfolios based on documented client objectives and risk tolerance, implementing strategies through in-house management and third-party sub-advisers.

Gregory Johnson is a CFP® and CFA® with six years of industry experience, currently serving as a financial advisor at MOR Wealth Management, LLC in Philadelphia, PA. His prior roles include positions at Commonwealth Financial Network, RiversEdge Advisors, Tiedemann Advisors, and JPMorgan Securities. Outside of finance, he has experience working in the restaurant industry. 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 employs a primarily long-term investment approach using diversified mutual funds, ETFs, and individual securities, managing accounts on a discretionary basis tailored to clients’ goals and risk tolerance.

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.

Kyle Birmingham is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Quorus Inc., where he has worked since 2023. His prior experience includes roles at The Vanguard Group, The University of Chicago Booth School of Business, and Composer Technologies. He serves as a volunteer Board Member and Investment Committee Member for The Association for Frontotemporal Degeneration, a nonprofit supporting patients and caregivers affected by FTD. Quorus provides professional portfolio management primarily to registered investment advisors and wealth managers, along with select direct clients such as individuals, families, and small foundations. The firm specializes in technology-powered implementation and tax-overlay management, utilizing licensed third-party and internal models with automated rebalancing and tax-loss harvesting features.

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.

Louis Fevrin is a financial advisor at Legacy Investment Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sturdivant & Co., Inc. and Allstate Insurance Co. Outside of advisory work, he owns and operates an insurance agency, coaches CrossFit, and runs a streaming business. Legacy Investment Advisors provides discretionary portfolio management and advisory services to institutional and individual clients, including state and municipal government entities. The firm employs a long-term, global macro asset-allocation strategy using quantitative and fundamental analysis across a wide range of investment instruments.