Stephen De Cesare is a CFP® professional with 26 years of industry experience, currently serving as the principal of De Cesare Retirement Specialists since 2008. His prior roles include positions at Triad Advisors, LLC, Royal Alliance Associates, Inc., Investment Advisors Asset Management, LLC, and Investment Advisors & Consultants, Inc. In addition to his advisory work, he is an independent insurance broker. De Cesare Retirement Specialists provides portfolio management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of quantitative and qualitative investment methods, offers both discretionary and non-discretionary services, and incorporates a range of strategies including leveraged and inverse funds as well as crypto-focused ETFs for clients with higher risk tolerance.

Michael Carey is a CFA charterholder and the sole advisor at Carey Investment Solutions LLC, an independent firm based in Philadelphia, PA. He has 13 years of industry experience and has led his firm since 2012. Carey Investment Solutions provides wealth management and discretionary portfolio management services to individuals and high-net-worth clients. The firm emphasizes fundamental analysis with a long-term investment horizon while employing active management and the occasional use of margin borrowing to optimize portfolio timing and allocations.

Matthew Conroy is the principal of Conroy Capital LLC, an independent advisory firm based in Bensalem, PA. He holds a Series 66 designation and has two years of industry experience. Prior to founding Conroy Capital, Conroy held roles at Fortis Group Advisors, LPL Financial, and Prudential. Outside of his advisory work, he is employed by Pro Football Focus. Conroy Capital LLC provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations, offering customized Investment Policy Statements and tailored asset allocations. The firm operates a private hedge fund managed by Conroy and employs both fundamental and technical analysis across a range of asset classes under discretionary authority.

Hi, I’m Andrew! I founded Wrought Financial Planning to help entrepreneurs and self-employed professionals forge their path to financial freedom. We help our clients manage their cashflow, reduce their taxes, and grow their wealth. I’ve been interested in history, finance, and psychology since I was a kid growing up in Ocean City, New Jersey. After graduating from The College of New Jersey with honors, I began my financial services career in the alternative investment industry (private equity, hedge funds, commercial real estate and other fancy investments) first with Merrill Lynch Alternative Investments in Princeton, New York, and Boston and then with FS Investments based in Philadelphia. I grew tired of getting on airplanes for work and being away from my family so with the entrepreneurial spirit calling me I began my wealth management practice at Merrill Lynch and then I founded the independent and fee-only firm Wrought Financial Planning. I am married to my beautiful and patient wife and together we reside in Haddonfield, NJ with our two young daughters and Labrador Retriever. We enjoy traveling and sharing new experiences with my girls and being involved with their sports teams and activities. I am the Vice President and soon to be President of the Rotary Club of Haddonfield where we provide grants and scholarships to deserving organizations and underprivileged students. With whatever free time is left to me I love to read, listen to podcasts, and stay active by jogging with my dog and squeezing in a round of golf when possible.

Brody Rosenfeld is a financial advisor with Foundation Financial Planning, LLC in Philadelphia, PA, holding a Series 65 designation and 10 years of industry experience. He previously worked at Twams Financial Planning, LLC and Green Mountain Energy. Foundation Financial Planning, LLC provides outsourced financial planning and modeling services exclusively to other advisory firms, focusing on data review, cash-flow and Monte Carlo modeling, and goals-based planning. The firm operates on a business-to-business model, offering fixed-fee and hourly engagements without managing assets or exercising investment discretion.

Logan Murray is a CFP® and Series 65 licensed advisor with nine years of industry experience. He is the principal and sole advisor at Pocket Project, where he has worked since 2020. Prior to that, he was with Brighton Jones and myCIO Wealth Partners, LLC. Pocket Project serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, hourly planning, and tax return preparation. The firm uses a Modern Portfolio Theory-based investment process centered on passive vehicles, strategic asset allocation, and periodic tactical adjustments, and it distinguishes itself through a subscription-style pricing model and a broad range of services within a single-advisor practice.

Shandon Gelbaugh is the sole advisor at Arca Archa, LLC, an independent firm based in Abington, PA. He holds a Series 66 designation and has 21 years of industry experience, including time at Cetera Wealth Services and leading Arca Archa since 2008. Arca Archa serves individuals, high-net-worth clients, and business entities across approximately 41 client relationships, focusing on non-discretionary portfolio management and financial planning. The firm’s investment approach integrates charting, technical, fundamental, and cyclical analysis, with monthly portfolio reviews conducted by Mr. Gelbaugh.

Victor Tran is a CFP® with 10 years of industry experience, currently serving as the sole advisor at Veritable Financials LLC since 2026. He previously worked at PNC Investments for nine years and held positions at Bank of America and Merrill. Veritable Financials is a state-registered independent investment adviser offering discretionary and non-discretionary portfolio management and financial planning to individuals, families, high-net-worth clients, corporations, and trusts. The firm employs strategic asset allocation across five defined strategies and integrates tax-loss harvesting and ESG screening, with a primarily long-term investment approach supported by ongoing portfolio monitoring and rebalancing.

Russell Wild is the sole advisor at Global Portfolios, LLC, an independent firm based in Philadelphia, PA. He holds a Series 65 designation and has 17 years of industry experience, including 16 years with Global Portfolios. In addition to his advisory role, he is a self-employed financial journalist who writes articles and books primarily about investing. Global Portfolios provides referral services to individuals, businesses, and high-net-worth clients, directing them to third-party advisers for portfolio management. The firm emphasizes market efficiency, asset-class allocation, and low-cost indexing, referring clients to vetted fee-only advisers with aligned investment approaches.

Phyllis Storms is a financial advisor at Arrington Financial Advisors, LLC with 17 years of industry experience. She holds the CFP®, CFA®, and Series 65 designations and has worked at Touchstone Financial Advisors since 2011. Arrington Financial Advisors provides financial planning and discretionary investment management to individuals, trusts, and estates. The firm employs a top-down investment approach combining active and passive strategies, serving a diverse client base including retail, institutional, and charitable entities.

Robert Harrison V is the principal of AES Triplex, an independent advisory firm based in Philadelphia, PA. He holds a Series 65 designation and has been with AES Triplex since 2026. Prior to founding the firm, Harrison worked at Jimmy John’s and spent several years at the University of Pennsylvania as well as with Teach for America. AES Triplex provides portfolio management services to individuals, high-net-worth clients, and charitable organizations, utilizing a combination of cyclical and fundamental analysis alongside modern portfolio theory and quantitative methods. The firm offers discretionary management, prepares Investment Policy Statements for each client, and employs a variety of investment strategies ranging from long-term investing to short-term trading.

Peter Elliott is a Series 65-licensed financial advisor with ALJ Capital, LLC, where he has worked since 2026. He has 18 years of experience with Charles P. Elliott, PC. Elliott also holds CPA and CFE credentials and divides his time between advisory and accounting work. ALJ Capital provides wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates, offering discretionary portfolio management combined with consulting and written financial plans. The firm employs fundamental analysis with a long-term orientation, constructing portfolios from ETFs, individual equities, and bonds, while monitoring accounts and tailoring asset allocation to clients’ goals, time horizons, and risk tolerances.

Julie Mcnulty is a CFP® and ChFC® with 16 years of experience in financial advising. She has been with Financial Compass LLC, an independent firm based in Haddonfield, NJ, since 2009. Financial Compass LLC provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses. The firm manages approximately $66 million in client assets and offers a specialized service called milz fp focused on millennial and Gen Z clients, emphasizing long-term, diversified portfolios with low-cost, tax-efficient mutual funds and ETFs.

Wayne Gifford is the sole advisor at Financial Spectrum Inc. in Abington, PA, with 27 years of industry experience. He holds a Series 63 designation and has been with Financial Spectrum Inc. since its founding in 1999. Outside of his advisory role, he is a shareholder partner at Gifford & Uslin PC CPA's, a firm providing accounting, bookkeeping, tax consulting, and computer system services to individuals and small businesses. Financial Spectrum Inc. provides fee-only investment management and financial planning for individuals, high-net-worth clients, pension plans, and charitable organizations. The firm employs a non-discretionary investment approach, utilizing fundamental, technical, and economic analysis to create diversified portfolios tailored to client objectives.

Edward Goldstein is a Certified Financial Planner® with over 22 years of experience in the financial services industry. He has been the principal advisor at Financial Life Planning, LLC since 2008. Financial Life Planning, LLC provides comprehensive financial planning, consulting, and portfolio management services to individuals, families, small business owners, trusts, estates, and retirement plan participants. The firm uses customized, diversified portfolios primarily consisting of ETFs, mutual funds, and individual securities, supported by continuous supervision and advanced planning tools such as Monte Carlo analysis.

Latanya Savage is a CFA charterholder based in Philadelphia, PA, with six years of industry experience. She previously worked at Dupont Capital Management for ten years. Savage Advisory provides stock-specific advisory services to individual investors, focusing on fundamental analysis and a growth-at-a-reasonable-price (GARP) investment philosophy. The firm offers proprietary stock research, portfolio analysis, and educational seminars, while clients execute transactions through their chosen broker-dealers.

Matthew Tae is the principal of Diversified Human Solutions in Philadelphia, PA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has led Diversified Human Solutions since 2009, focusing on advisory services related to retirement plans and employee benefits. Outside of advisory work, he is president of a payroll and benefits subsidiary and is involved in insurance and employee benefits consulting. Diversified Human Solutions provides advisory services to retirement-plan stakeholders, plan sponsors, employers, business owners, and individual participants, emphasizing risk-appropriate, diversified portfolios through referrals to independent money managers. The firm integrates employee benefits and insurance consulting with investment advisory services, offering specialized planning and facilitating adviser selection for clients.

James Spindler is a CFP® with 32 years of industry experience, currently serving as an advisor at Summit Investment Advisory Group LLC since 2020. His prior roles include positions at Girard Advisory Services, Girard Investment Services, and UNIVEST Bank & Trust Co. He is also licensed as an insurance agent and sells insurance products as a part of his professional activities. Summit Investment Advisory Group provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs tailored investment strategies and offers a modular financial advice subscription service, managing approximately $57 million in discretionary assets for around 116 clients.

Hi, I’m Kristy – the financial planner for female entrepreneurs and entrepreneurial couples. I believe that money is a tool that can help you bring your visions to life, create choices and opportunities, and provide security and peace of mind. You’re out there making it happen, and your business is growing! You're doing a great job earning and you have more cash than you know what to do with. You're ready to maximize the money you're earning and you need help managing and multiplying it. It's time to put that money to work and use it to build wealth! I'm that financial partner that can help you get your finances together, create a holistic plan for your business and personal finances, and feel confident that you’re making the right decisions. All while feeling like you’re sitting down with a friend who gets you and is holding space for you without judgment. I would love to connect with you and hear about your journey through life, entrepreneurship, and with your finances. Email: [email protected] if you have any questions, and you can schedule a complimentary intro call to learn more.

Francis Manella is a CFP® professional with 17 years of experience in the financial services industry. He is currently with CoAdjutant Financial Planning Services and has previously worked at OSAIC Wealth, Emoney Planning Services, American Portfolios, and MassMutual Greater Philadelphia. CoAdjutant Financial Planning Services provides outsourced, white-label financial planning and support primarily to other investment adviser representatives and business owners. The firm specializes in creating compliance-tested, comprehensive financial plans using deterministic and probabilistic projections, focusing on practice support and compliance rather than direct client asset management.