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.

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.

Edward Harrington Jr. is a CFP® with 39 years of industry experience. He has been with Financial Planning Professionals, Inc. since 1992 and previously worked at Securities Service Network, Inc. for 21 years. Outside of advising, he serves as a member of a condominium board and has ownership interests in a storage facility and related commercial properties. Financial Planning Professionals, Inc. provides discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm employs global asset allocation model portfolios with active market timing and primarily focuses on ETF-based strategies implemented on a discretionary basis.

Julie Mcnulty is a CFP® and ChFC® with 17 years of experience in financial planning and investment management. She has worked at Compass Financial Advisors and Financial Compass LLC since 2009. Financial Compass LLC is an independent, fee-only advisory firm that serves individuals, trusts, estates, and small businesses, with a dedicated focus on millennial and Gen Z clients. The firm emphasizes long-term, diversified portfolios using low-cost mutual funds and ETFs, prioritizing tax efficiency, expense control, and client-specific risk management.

Alexander Mancini is the sole advisor at Win Investing LLC in Swarthmore, PA, holding Series 63 and Series 65 credentials with 38 years of industry experience. He has led Win Investing since its founding in 2016. Win Investing LLC offers discretionary portfolio management and investment advice to individuals, high-net-worth clients, trusts, foundations, and employer plans. The firm employs a top-down investment process combining fundamental and technical analysis, with risk-sensitive management across a range of asset classes including stocks, bonds, currencies, and commodities.

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.

Michael Cherrey is a CFP® and Series 66-registered advisor with 23 years of industry experience. He has led MDC Financial Consulting, LLC since 2001 and has operated his own CPA and financial planning practice since 1997. MDC Financial Consulting provides financial planning, investment management, and consulting services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plan sponsors. The firm develops individualized investment policy statements and implements balanced, asset-allocation portfolios, offering discretionary portfolio management and educational workshops, including services for institutional accounts and employee education programs.

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.

Michael Saler is a financial advisor with Forged Path Wealth Advisors LLC in Blackwood, NJ. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked at Puff Wealth Management LLC and Trinity Wealth Securities LLC. Outside of his advisory work, he volunteers as an assistant baseball coach at Haddonfield Memorial High School. Forged Path Wealth Advisors is a fee-based registered investment adviser serving individuals and high-net-worth clients. The firm offers financial planning and portfolio management services, using a combination of fundamental company analysis and Modern Portfolio Theory to build diversified asset allocations with both passive and selective active strategies.

Lee Molotsky is the principal of Molotsky Tax Advisory Group, LLC, an independent advisory firm based in Voorhees, NJ. He holds Series 63 and Series 66 credentials and has 19 years of experience in financial advisory services. Molotsky also works as an independent insurance agent, spending approximately half of his professional time in this capacity. His work history includes roles at Greentree Mortgage Company and SHM Financial Group. Molotsky Tax Advisory Group primarily serves individual clients, as well as trusts, estates, small businesses, and retirement plans. The firm offers discretionary asset management and comprehensive financial planning, customizing portfolios based on clients’ objectives and risk tolerances using fundamental, technical, and cyclical analysis.

Jordan Moore is a financial advisor at Champion Investments LLC with six years of industry experience. He holds a Series 65 designation and has worked at Champion Investments since 2019. In addition to his advisory role, Moore is an assistant professor of finance at Rowan University, a position he has held since 2017. Champion Investments LLC provides discretionary portfolio management services to individual investors, high-net-worth individuals, and small businesses. The firm employs an active, signals-driven investment approach that combines fundamental and technical analysis to select U.S. equities and ETFs, typically reviewing portfolios weekly and trading on a discretionary basis.

Eric Nelson is a CERTIFIED FINANCIAL PLANNER™ at Independence Wealth with 13 years of industry experience. He previously worked at Woloshin Investment Management before founding Independence Wealth Advisory Services LLC, where he has been since 2018. In addition to his financial advisory role, he is licensed as a life and health insurance agent. Independence Wealth provides discretionary investment management and comprehensive financial planning primarily to individuals, high-net-worth clients, and business owners. The firm focuses on passive, asset-allocation portfolios supplemented by fundamental and technical analysis, managing approximately $80.7 million in assets for about 100 clients.

Scott Champion is a financial advisor at Champion Financial & Tax Services, LLC in Sewell, NJ, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Linsco Private Ledger since 2006 while operating his own firm since 2001. His practice includes both investment advisory and tax preparation services, with licensure as an insurance agent. Champion Financial & Tax Services manages approximately $30 million in discretionary portfolios primarily for individual clients, focusing on growth-oriented equity selection based on fundamental and technical analysis. The firm combines investment management with tax planning and insurance services, offering integrated updates during tax season without accepting commissions or custodial research payments.

Donald Webb Jr. is the sole advisor at Webb Financial Planning LLC in Haddon Heights, NJ, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has operated Webb Financial Planning LLC since 2003. Webb Financial Planning LLC serves individual and some high-net-worth clients, providing fee-only financial planning and portfolio management without accepting commissions. The firm focuses on fundamental analysis and longer-term strategies, offering advisory services on a fixed-fee and hourly basis with a non-discretionary approach, distinguishing itself by not charging percentage-of-assets-under-management fees.

Kenneth Darby is a financial advisor at Darby Investment Services LLC with four years of industry experience and a Series 65 designation. He has a background in tax preparation, operating Darby Tax Service since 2016, and previously worked at PHI Service Company for 11 years. Darby Investment Services LLC is a fee-only financial planning firm serving individuals and families, providing advice on taxes, cash flow, retirement planning, and investment allocation. The firm offers fiduciary, non-discretionary recommendations tailored to clients’ tax situations and risk tolerance, typically focusing on no-load mutual funds, ETFs, dividend-paying large-cap stocks, and cash-equivalent instruments.

Gregory Hart is a CERTIFIED FINANCIAL PLANNER™ with 10 years of industry experience. He has been the sole advisor at Haddon Wealth Management, LLC since 2015. Haddon Wealth Management, LLC is a fee-only, independent registered investment adviser serving individuals, high-net-worth clients, trusts, estates, business entities, and charitable institutions. The firm offers financial planning and discretionary investment management, incorporating tax-aware portfolio construction and a focus on charitable giving strategies.

Randolph Winton is the sole advisor at Lynch, Winton & Associates, LLC, an independent firm based in Swarthmore, PA. He holds Series 63 and Series 65 credentials and has 27 years of industry experience, all with his current firm since 1999. Lynch, Winton & Associates provides fee-only investment advisory services to individuals, families, and high-net-worth clients, focusing on nondiscretionary portfolio management and personalized written investment plans. The firm primarily uses no-load mutual funds, with an emphasis on actively managed funds, and clients retain final approval of all trades.

Peter Zeuli is a CFA® charterholder with 25 years of industry experience. He has been with Philadelphia Investment Partners, LLC since 2001, where he serves as Managing Partner. Outside of his advisory role, he is the Treasurer of Hillcrest Development Corp. Philadelphia Investment Partners provides investment advisory and portfolio management services to individuals, high-net-worth clients, retirement plans, and select institutional clients, including state and municipal entities. The firm employs a top-down, macroeconomic-driven investment approach combined with quantitative and fundamental analysis for security selection.

Kathleen Schroeder is a financial advisor with RMAS, Inc. who holds Series 63 and Series 65 licenses and has 31 years of industry experience. She has worked with J Alden Associates, Alden Capital Management, Capitol Securities Management, and has been involved with Risk Management Advisory Services, Inc. since 2001. Schroeder is also vice president of Kings Management Company, where she is involved in insurance sales and tax preparation. RMAS, Inc. provides discretionary investment supervisory services and individualized portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $81.7 million across about 98 client accounts, using fundamental analysis and a mix of long- and short-term strategies tailored to client objectives and risk tolerance.