Adam Mehrer is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with Wills Financial Group since 2013, including its predecessor entity, and currently works at Wills Financial Group, LLC as part of a four-advisor team. Wills Financial Group, LLC provides discretionary portfolio management and advisory services to individuals, families, retirement plans, trusts, estates, and foundations. The firm employs fundamental security analysis and maintains balanced allocations across various asset classes, focusing on long-term holdings and operational limits such as not investing in cryptocurrencies or offering wrap fee programs.

John Fischer is a financial advisor at Magnolia Private Wealth, LLC in Philadelphia, PA, holding a Series 65 designation with 12 years of industry experience. He has been associated with Andalusian Wealth Management, LLC since 2002. Magnolia Private Wealth is a small, SEC-registered advisory firm managing approximately $225.7 million for around 159 clients. The firm offers customized financial planning, discretionary portfolio management, and employee benefit plan services, combining fundamental and technical methods to tailor portfolios to client objectives and needs.

Paul Savini Jr. is a CFP® professional with seven years of industry experience, currently serving as an advisor at Viable since 2022. His prior work includes roles at Barrister Wealth Management and Standard Chartered Bank. Viable provides financial planning, investment advisory, insurance consultancy, and retirement plan advisory services to individuals, families, businesses, trusts, and charitable organizations. The firm employs a goal-based investment process emphasizing behavioral finance and asset allocation, primarily implementing portfolios through Exchange Traded Funds.

Louis Iovannone is a financial advisor at Malvern Capital Management in Malvern, PA, holding Series 63 and Series 65 designations with 21 years of industry experience. He has been with Malvern Capital Management since 2019 and previously worked at Symons Capital Management, Inc. from 2013 to 2019. Malvern Capital Management provides discretionary investment management, financial planning, and project-based consulting to individuals, retirement plans, trusts, and intermediaries. The firm employs a long-term, strategic asset allocation approach with regular portfolio monitoring and rebalancing, and offers Outsourced Chief Investment Officer services, including the use of sub-advisors and borrowing within separately managed accounts.

Cauldon Quinn is a financial advisor with Bancroft Capital, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at CFG Capital Markets, LLC since 2017 and previously at Drexel Hamilton, LLC from 2010 to 2016. Bancroft Capital provides investment advisory and retirement plan services primarily to institutional and plan clients, including pension and profit-sharing plans, banks, corporations, and high-net-worth individuals. The firm offers ERISA-focused retirement consulting and financial planning, emphasizing long-term strategies and portfolio diversification.

Howard Trauger is a financial advisor with Philadelphia Partners Capital Management, LLC, where he has worked since 2026. He holds 33 years of industry experience, including nine years at Carnegie Investment Counsel. Philadelphia Partners Capital Management provides discretionary investment management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm’s investment approach focuses on fundamental analysis with an emphasis on large-cap growth equities and incorporates the use of mutual funds, ETFs, and tax considerations in portfolio construction.

John Slater is a financial advisor at Cubic Advisors, LLC with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Cubic Financial Advisors LLC since 2012. Cubic Advisors serves individuals, including high-net-worth clients, and business entities such as insurance companies. The firm offers discretionary and non-discretionary portfolio management, financial planning, and a specialized 55Plus retirement planning service, using a combination of quantitative optimization, risk/return analysis, and technical trading models to tailor portfolios.

Michael Czajka is a financial advisor at Malvern Capital Management with 20 years of industry experience. He has been with Malvern Capital since 2018 and previously worked at Symons Capital Management from 2013 to 2017. Outside of his advisory role, he serves on the Architectural Review Committee for the Kimberton Hunt Home Owners Association. Malvern Capital Management provides discretionary investment management, financial planning, and project-based consulting to individuals, retirement plans, trusts, and intermediaries. The firm emphasizes long-term, strategic asset allocation with regular portfolio monitoring and offers distinctive services including margin borrowing within separately managed accounts and OCIO plan management.

Jessica Kagin Tropea is a financial advisor at Auerbach Investment Services, LLC with four years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Northwestern Mutual and Adam Gilson. Outside of her advisory role, she has operated JKT Events LLC and is a licensed insurance producer. Auerbach Investment Services, LLC is a small registered investment adviser serving individuals, corporations, and retirement plans with discretionary and non-discretionary investment management and pension consulting. The firm employs a broad investment approach across multiple asset classes, conducts ongoing client risk assessments, and manages approximately $150.2 million in assets.

Austin Benoff is a Series 65-licensed financial advisor at Prosperity Advisers, LLC in Horsham, PA, with two years of industry experience. Prior to his advisory role, he worked full-time in education for seven years. Prosperity Advisers serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $300.8 million across 268 clients. The firm provides discretionary asset management, financial planning, ERISA plan services, annuity management, and alternative investment advice, tailoring portfolios based on clients’ goals, time horizons, and risk tolerance.

Charles Gubler is a financial advisor at Flagship Capital Management Inc with one year of industry experience. He holds a Series 65 designation and previously worked at SEI Investment Company and in educational roles at James Madison University and Luray High School. Flagship Capital Management provides investment management and financial planning services to individuals, corporations, pension and profit-sharing plans, foundations, trusts, and endowments. The firm uses a combination of fundamental and technical analysis alongside macroeconomic assessment to create individualized equity and fixed-income allocations, managing client relationships primarily on a discretionary basis.

Rebecca Drexler Bleivik is a financial advisor at Cooper Eagle, LLC with one year of industry experience. She holds a Series 65 designation and has worked at Cooper Eagle since 2022. Prior to her advisory role, she was involved with Delaware Valley Christian Camp for five years. Cooper Eagle provides 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 using low-cost, diversified mutual funds and ETFs, with customized portfolio management aligned to client-specific objectives and risk tolerances.

Sally Sulcove is a CFP® and CFA® with 22 years of experience in financial advising. She has been with O’Brien Greene & Co. Inc. since 2002. O’Brien Greene & Co. Inc. serves high-net-worth individuals, families, trusts, charities, and pension and profit-sharing plans by providing discretionary portfolio management, financial planning, and occasional 401(k) consulting. The firm emphasizes long-term buy-and-hold portfolios primarily composed of individual equities selected through fundamental and technical analysis, with modest use of ETFs and a dedicated fixed-income component for income and liquidity.

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.

Stephen Blumenthal is a financial advisor with CMG Capital Management Group, Inc., where he serves as CEO and CIO. He holds Series 65 and Series 63 licenses and has 42 years of industry experience. He has worked at CMG Capital Management Group since 1994 and previously held roles at Metric Financial LLC, Amera Securities, and Purshe Kaplan Sterling Investments. CMG Capital Management Group serves individual and high-net-worth clients through discretionary and non-discretionary portfolio management and provides an asset-management platform to other advisers. The firm offers a range of systematic, quantitative, and tactical investment strategies and manages affiliated pooled vehicles and third-party strategist models.

Brent Gomer is a financial advisor at BTG Capital LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Morgan Stanley Distribution, Inc. and Houlihan Lokey Capital, Inc. since beginning his career in 2017. BTG Capital LLC provides wealth management, financial planning, and retirement plan consulting to individuals and organizations, serving both non-high-net-worth and high-net-worth clients. The firm uses a combination of passive and active investment strategies and conducts regular portfolio reviews, operating on a fee-only basis with a focus on longer-term holdings.

Thomas Marchozzi is a financial advisor at Pinnacle Strategic Wealth Management, LLC 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 providing fixed insurance products including life, disability, annuities, and long-term care insurance. Pinnacle Strategic Wealth Management serves primarily high net worth individuals, applying Modern Portfolio Theory and structured asset-allocation strategies. The firm manages over 500 client relationships with a small advisory team and integrates insurance solutions on a limited basis as part of its services.

Taylor Kishfy is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Viable Planning, LLC and previously worked at Bgs Capital Management and Cetera Investment Advisers LLC. Kishfy serves as a board member of the Franklin Lakes Chamber of Commerce. Viable provides financial planning, investment advisory, insurance consultancy, and retirement plan advisory services to individuals, families, businesses, trusts, and charitable organizations. The firm employs a goal-based, top-down macroeconomic approach focused on behavioral finance and asset allocation, primarily using ETFs with modest tactical adjustments.

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.