Laurence Kagan is a financial advisor at Kagan Coccoza Asset Management with 18 years of industry experience. He holds a Series 66 designation and has worked at the firm since 2010, with a brief period at Goldstein Law Group LLC from 2018 to 2022. Outside of his advisory role, he is involved in restaurant development through Free Hugs, LLC. Kagan Coccoza Asset Management provides discretionary portfolio management and investment supervisory services to individual and high-net-worth clients as well as charitable organizations. The firm manages approximately $165 million across a two-advisor team, emphasizing fundamental value analysis alongside technical and macroeconomic considerations in its investment approach.

Lucas Zaba is a financial advisor at Goal Quest Advisors, LLC in Berwyn, PA. He holds the Series 65 designation and has been with the firm since 2026. Prior to his advisory role, he worked at Camelback Resort. Goal Quest Advisors is a fee-only registered investment adviser managing approximately $109 million for around 45 clients, including individuals, high-net-worth families, trusts, non-profit organizations, privately owned businesses, and ERISA plans. The firm emphasizes disciplined asset allocation with a mix of active and passive strategies and integrates financial planning with portfolio management, offering comprehensive services and pension consulting.

Todd Keating is a financial advisor with Parvin Asset Management, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at Citizens Financial Group, Inc. for 10 years before joining Parvin Asset Management in 2022. Parvin Asset Management provides discretionary portfolio management to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, corporations, small businesses, and investment companies. The firm employs a fundamentally driven, value-oriented investment process supported by quantitative screens and third-party research, offering a range of strategies including long-only equity, hedged equity with option contracts, fixed income, and selective private equity.

James Fenstermacher is a financial advisor with 4 years of industry experience, currently with 360 IRA in Collegeville, PA. He holds Series 63 and Series 65 licenses and has prior experience with Bankers Life entities and Option Energy Consultants. He also operates an insurance agency as a sole proprietor. 360 IRA is a fee-based financial planning and investment management firm that provides discretionary asset management, written financial plans, and educational seminars. The firm works with individual clients to guide portfolio management using fundamental and technical analysis and collaborates with third-party managers while also offering insurance products through affiliated representatives.

Brian Coombs is a CFA® charterholder with 11 years of industry experience. He is a financial analyst at Lonnie A. Coombs, CPA, a tax and accounting firm, and has been with Coombs Wealth Advisory, LLC since 2015. Coombs Wealth Advisory, LLC provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, and businesses, offering both discretionary and non-discretionary portfolio management. The firm emphasizes diversified portfolios with mutual funds and ETFs, fundamental analysis, and long-term, tax-sensitive strategies tailored to client goals and risk tolerance.

Jeremy Brenn is a CFP® and holds a Series 65 license with 15 years of industry experience. He has been with Sensenig Capital Advisors, Inc. since 2007. Sensenig Capital Advisors serves individual clients, including high net worth individuals, as well as retirement-plan sponsors and participants. The firm focuses on long-term, globally diversified portfolios using Modern Portfolio Theory principles, primarily employing passively managed mutual funds and ETFs alongside fundamental analysis to guide asset allocation and rebalancing.

Edward Borer is a CFA® charterholder with 57 years of industry experience. He is a principal at Borer Denton & Associates, Inc., where he has worked since 2005. Prior to that, he was associated with Petersen Investments, Inc. and Henley & Company LLC. He has served as a FINRA arbitrator and panelist. Borer Denton & Associates, Inc. is an SEC-registered investment adviser managing approximately $403 million in client assets. The firm provides portfolio management to individuals, pension plans, and corporations, emphasizing individualized investment policies and long-term holdings through fundamental, quantitative, and qualitative analysis.

Andrew Cooper is a CFP® with eight years of industry experience, currently serving as an advisor at Cooper Eagle, LLC since 2021. He previously worked at The Vanguard Group, Inc. from 2001 to 2021. In addition to his advisory role, he provides tax preparation services on a limited basis. Cooper Eagle, LLC offers discretionary and non-discretionary portfolio management and comprehensive wealth management to individuals, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, with tailored financial planning and retirement plan advisory services.

David Dewitt is a CFP® and Series 65 credentialed advisor with nine years of industry experience. He has been with DeWitt Capital Management since 2016. DeWitt Capital Management provides discretionary and non-discretionary portfolio management, model-portfolio implementation, financial consulting, and sub-advisory services to individuals, including high-net-worth clients, trusts, and estates. The firm utilizes a combination of fundamental and technical analysis, local company research, and third-party tools to build diversified portfolios and operates an Energy Income Strategy focused on publicly traded master limited partnerships (MLPs).

John Shumski is a financial advisor with Networth Asset Management, Inc. He holds a Series 66 designation and has 20 years of industry experience. Mr. Shumski has worked at several firms including Ausdal Financial Partners, Transitional Broker LLC, and Intercarolina Financial Services. Outside of his advisory role, he serves as president of Shumski Financial Group, which sells insurance and provides consulting for debt and estate management, and he is a board member of the National Association Insurance and Financial Advisors state board. NetWorth Asset Management provides fee-based investment advisory and consulting services to individuals, pension and profit-sharing plans, corporations, and trusts. The firm serves both individual and high-net-worth clients, primarily using model portfolio asset allocations based on stated objectives and conducting regular account monitoring and suitability reviews.

Justin Hill is a financial advisor with Addis & Hill, Incorporated, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Addis & Hill since 2000. Outside of his advisory role, Hill is a partner and owner of A&H Properties, LLC, involved in the buying and selling of commercial and residential real estate. Addis & Hill, Incorporated provides comprehensive financial planning and discretionary investment management primarily to individuals, families, and trusts with investible assets ranging from the mid-six-figure to multi-million dollar levels. The firm employs a data-driven portfolio optimization approach using exchange-traded funds and individual bonds, supported by proprietary and third-party planning software, and collaborates with external professionals for tax, legal, and insurance matters.

John Aneser is a financial advisor at Barnstone Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining Barnstone Advisors, he worked at Furman University for five years and taught at Conestoga High School for four years. Barnstone Advisors is a small, privately owned registered investment adviser managing over $200 million for a concentrated client base that includes individuals, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management and financial planning, using model portfolios tailored to client-specific factors and employing a mix of fundamental analysis, charting, and modern portfolio theory.

Matthew Welsh is a Certified Financial Planner® with 18 years of experience and has been the principal advisor at Godshalk Welsh Capital Management, Inc. since 2008. He holds Series 63 and Series 65 licenses and operates from Radnor, PA. Godshalk Welsh Capital Management provides discretionary investment management and standalone financial planning services to individuals, high net worth clients, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $275.5 million in assets and employs a single-advisor structure, tailoring portfolios through a combination of fundamental, technical, cyclical, and charting analysis.

Kraig Null is a financial advisor at Wealthcare Solutions, LLC with 25 years of industry experience. He has held Series 63 and Series 65 licenses and has worked at Wealthcare Solutions since 2002, following a period with 1st Global Advisors Inc. Additionally, he consults to CPAs through an investment-related practice. Wealthcare Solutions, LLC provides comprehensive financial planning and personal wealth management primarily for successful business owners and accomplished professionals. The firm manages about $54 million in assets for roughly 83 clients, using a blend of Modern Portfolio Theory and proprietary analysis to implement individualized investment policies through discretionary and non-discretionary model portfolios.

Carol Bradley is a financial advisor at Private Wealth Management, LLC with 20 years of industry experience. She holds Series 65 and Series 63 credentials and has worked at Charles Schwab and its affiliated entities since 1999. In addition to her advisory role, she operates a separate tax-preparation business. Private Wealth Management, LLC serves primarily individual and high-net-worth clients by providing ongoing portfolio management and creating customized Investment Policy Statements. The firm manages approximately $75 million in discretionary assets, employs both fundamental and technical analysis, and utilizes a range of investment strategies including margin and options trading.

Ceida Branca is a financial advisor at Limerick Financial Group, LLC with a Series 65 designation and five years of industry experience. She has been with Limerick Financial Group since 2020 and previously worked at Merrill Lynch. Her work history also includes roles outside the financial sector at Temple University, Retro Fitness, and Norristown Area High School. Limerick Financial Group provides portfolio management, financial planning, and consulting services to individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a combination of fundamental analysis and various trading approaches, offering proprietary asset-allocation and specialty models that include long/short and leveraged mutual-fund strategies alongside traditional investments.

Michael Cocozza is a financial advisor at Kagan Cocozza Asset Management with 18 years of industry experience. He holds a Series 66 designation and has been with the firm since 2010, serving as Co-President. Outside of his advisory role, he is involved in insurance sales and owns and manages personal real estate investments. Kagan Cocozza Asset Management provides discretionary portfolio management and investment supervisory services to individual and high-net-worth clients as well as charitable organizations. The firm’s investment approach combines fundamental value analysis with technical, charting, and cyclical macroeconomic factors, offering continuous portfolio monitoring and regular account reviews.

Aaron Harken is a financial advisor with CGI Wealth Advisors, Inc. He holds a Series 63 designation and has 29 years of industry experience. Prior to joining CGI Wealth Advisors in 2020, he worked at Commonwealth Financial Network for 10 years and has been associated with The Conestoga Group since 2000. In addition to his advisory role, he is involved in fixed insurance sales as an agent with The Conestoga Group. CGI Wealth Advisors provides investment advisory and financial planning services to individual and business clients excluding 401(k)/403(b) plan sponsors. The firm manages approximately $129 million in assets and emphasizes asset allocation and diversification based on Modern Portfolio Theory, with ongoing portfolio monitoring, tax-aware implementation, and systematic withdrawal management.

Anna Allem is a CFP® with six years of industry experience currently serving as a financial advisor at Bannerman Wealth since 2022. Her prior work includes roles at Cooper Financial Group, MassMutual, and SEI Investments Management Corporation. She is also involved with The Arc of Chester County, a nonprofit organization. Bannerman Wealth provides discretionary investment management and comprehensive financial planning services to individual and high-net-worth clients, trusts, estates, business entities, charitable organizations, and retirement plans. The firm’s investment approach emphasizes passive strategies based on Modern Portfolio Theory and a buy-and-hold philosophy, using diversified model portfolios centered on Dimensional Fund Advisors funds.

Alexander Maguire Jr. is a financial advisor at Maguire Investments LLC with 19 years of industry experience. He holds a Series 65 designation and has worked at Maguire Investments since 2012 and at Adare Asset Management, LLC since 2009. Maguire Investments provides continuous investment management services to individuals, trusts, charitable organizations, banks, and retirement plans. The firm employs a generally conservative equity and fixed income strategy, with a specialty in financial-services companies for select clients, and customizes portfolios based on client income needs and restrictions.