Zack Bowen is a financial advisor with Bowen Asset Management LLC in West Chester, PA, holding Series 63 and Series 65 designations and 13 years of industry experience. He 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 LLC is a small wealth management firm serving primarily high-net-worth individuals, trusts, pension plans, nonprofits, and business entities. The firm provides comprehensive services including portfolio management, financial and retirement planning, and consulting, using an agnostic investment approach that combines fundamental and technical analysis across active and passive funds, with a focus on tailored asset allocations.

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.

Thomas Goldsmith is a financial advisor at Flagship Capital Management Inc with 14 years of industry experience. He holds the Series 65 and Series 63 designations and has been with Flagship Capital Management since 2013. Flagship Capital Management provides investment management and advisory services to individual and institutional clients, including corporations, pension plans, foundations, and trusts. The firm uses a combination of fundamental and technical analysis to manage portfolios of equities, fixed income, mutual funds, ETFs, and cash, with a team-based approach to account monitoring and review.

Brian Stephenson is a financial advisor at Holos Integrated Wealth with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Arkadios Wealth Advisors, Arkadios Capital, and Triad Advisors. Outside of investment advisory, he is involved with insurance-related activities through Delta Consulting Partners, LLC. Holos Integrated Wealth provides discretionary wealth management and financial planning to individuals, trusts, estates, charitable organizations, and privately held businesses. The firm employs a long-term, goals-based investment approach using a combination of macroeconomic, fundamental, cyclical, and technical analysis to tailor portfolios to client risk profiles and objectives.

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.

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.

Avi Rutstein is a financial advisor at CMG Capital Management Group, Inc. with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at CMG since 2007, with prior experience at Integral Wealth Securities LLC and Metric Financial LLC. 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 a mix of systematic, quantitative, and tactical strategies and manages affiliated pooled vehicles and a platform business supporting other advisers.

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.

William Kantner is a financial advisor with Chartered Advisory Group in Chadds Ford, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including over two decades at Chartered Financial Group, Inc. and Securities America, Inc. Outside of advising, he owns and manages office condominium properties used as branch offices and leased to tenants. Chartered Advisory Group provides personalized financial planning and asset management services to individuals, trusts, and business entities. The firm employs both fundamental and technical analysis with a focus on ETFs and mutual funds, managing accounts according to clients’ financial situations and risk tolerances.

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.

Stephen Mcdade is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Foundation Wealth Management, LLC since 2013. In addition to his advisory role, he teaches a personal finance class as an adjunct professor at Temple University. Foundation Wealth Management serves individual and high-net-worth clients with integrated wealth management, providing comprehensive financial planning and discretionary investment management tailored to clients’ objectives and risk tolerance. The firm distinguishes itself by combining multiple advisers with CPA and CFP designations and integrating tax and accounting services within its fee-only, independent advisory model.

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 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.

Bryan Ellis is a financial advisor at Innovative Wealth Management with four years of industry experience and a Series 65 designation. He previously worked at Bankers Life Advisory Services and Bankers Life, where he served as 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, employing a “Human Robo” advising approach that integrates client information with technology-enabled implementation. The firm also offers subscription-style services, a client newsletter, and access to alternative investments for eligible clients.

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.

David Matulewicz is a financial advisor at Holos Integrated Wealth with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Arkadios Wealth Advisors and Triad Advisors. He is involved with Delta Consulting Partners, LLC, a personal services company related to insurance payments. Holos Integrated Wealth provides discretionary wealth management and financial planning to individuals, trusts, estates, charitable organizations, and privately held businesses. The firm employs long-term, goals-based investment strategies using a combination of macroeconomic, fundamental, cyclical, and technical analysis to tailor portfolios to client risk profiles and objectives.

James Lynch is a CFP® and holds a Series 65 license with 36 years of experience at Lynch Investment Planning, LLC. He is based in Newtown Square, PA, and has been with the firm since its founding in 1990. Lynch Investment Planning, LLC provides comprehensive financial planning and investment supervisory services to individuals, including high-net-worth clients, as well as institutional clients such as charitable organizations and retirement plan sponsors. The firm employs a strategic asset-allocation approach and offers additional services including standalone financial planning, tax return preparation, and retirement plan consulting.

Richard Byerly is a financial advisor with Byerly Investment Management Inc. in Coatesville, PA. He holds Series 63 and Series 65 licenses and has 48 years of industry experience. Byerly has been with his current firm since 2010. Byerly Investment Management is a small independent registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management. The firm manages approximately $6 million in client assets and employs a range of investment instruments and analytical methods, including equity and fixed income securities, options, and private investments, with a focus on customized asset allocation and diversification.