Jeffrey Kropp is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Woodbury Financial Services, Market Street Wealth Management, USA Financial Securities Corporation, and Patriot Financial Group. He is also the owner of Brandywine Financial Advisors, a sole proprietorship offering life and health insurance and fixed annuities. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a comprehensive investment process integrating risk-tolerance assessments, asset allocation software, and portfolio optimization tools, offering both discretionary and non-discretionary management across a wide range of investment products.

John Neal is a financial advisor at Stone Loft Wealth Management LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at The Vanguard Group and UBS Financial Services. Stone Loft Wealth Management is an independent advisory firm serving high-net-worth individuals, trusts, estates, and businesses. The firm offers discretionary wealth management and financial planning, focusing on portfolio construction with low-cost mutual funds and ETFs, combining fundamental and technical analysis within a long-term investment framework.

Paul Kobilka is a CFP® and ChFC® with 11 years of experience in financial advising. He is the principal of Altruistic Advisor LLC, an independent firm he joined in 2024 after five years at Brookstone Wealth Advisors and prior roles at Mercer Global Advisors. Outside of his advisory work, he manages a rental property business. Altruistic Advisor LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm focuses on diversified, low-cost portfolios managed with a long-term orientation, and it is notable for offering retirement plan advisory and pension consulting services.

Damon Gray is the sole advisor at Jura Investments, LLC, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has served as an Instructor of Management and Finance at Montgomery County Community College since 2015, including a term as Diversity Fellow of Finance. Jura Investments primarily serves pooled and institutional clients such as pension and profit-sharing plans, trusts, and corporate or charitable entities, while also offering services to high-net-worth individuals. The firm provides discretionary portfolio management and pension consulting, combining formal pension consulting with public educational workshops and employing a multifaceted asset allocation approach.

Timothy Ireland is a financial advisor at Hibernia Strategies Inc. He holds a Series 65 designation and has 1 year of industry experience. Prior to joining Hibernia Strategies, he has been affiliated with Hibernia Sales Corporation since 2014. Hibernia Strategies Inc. provides investment advisory and portfolio management services to a diverse client base, including individuals, family offices, pension funds, municipalities, and charitable organizations. The firm employs a combination of technical, fundamental, and cyclical analysis and typically manages accounts on a discretionary basis with an emphasis on fair allocation and performance-based fee arrangements.

Robert Peloso is a financial advisor at 3rd Level Analytics with 11 years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America from 2016 to 2024. Outside of his advisory role, he provides part-time math tutoring for high school students. 3rd Level Analytics offers portfolio management and financial planning primarily for individual and high-net-worth clients, as well as charitable organizations. The firm uses fundamental and quantitative analysis combined with modern portfolio theory to build long-term portfolios, delivering services on a primarily non-discretionary basis while clients retain trading authority.

Kenneth Smith is a financial advisor with Compass Financial Advisors, LLC in West Chester, PA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has held positions at firms including Alden Investment Advisors, Equalize Capital, and Bluestone Capital Management. He serves as Chief Compliance Officer and owner at Compass Financial Advisors, LLC. Compass Financial Advisors, LLC offers discretionary and non-discretionary asset management and separately managed accounts to individual and institutional clients, managing approximately $21.5 million across 40 accounts. The firm uses a combination of top-down asset allocation and bottom-up fundamental research to construct portfolios, primarily implementing discretionary strategies with ongoing monitoring and quarterly reviews.

Adam Wilk is a financial advisor at Greystone Capital Management with six years of industry experience. He holds the Series 65 designation and previously worked at Citibank from 2016 to 2019. Greystone Capital Management provides discretionary investment management focused on long-only equity portfolios, specializing in small- and micro-cap stocks through fundamental research. The firm serves individuals, trusts, estates, business entities, charitable organizations, and family offices, emphasizing high-conviction, concentrated positions held until perceived mispricings correct.

Eric Pirhalla is a financial advisor at True Horizon Wealth Advisors, LLC with 22 years of industry experience. He holds the Series 66 designation and has been with True Horizon Wealth Advisors since 2014. Outside of advising, he is a 50% owner and vice president of marketing and sales at HNT Grid Systems, a data services company. True Horizon Wealth Advisors serves individual investors, including high-net-worth clients, as well as employer-sponsored pension and profit-sharing plans. The firm provides comprehensive portfolio management with integrated financial planning, employing both fundamental and technical analysis and a variety of investment strategies, including options and derivatives, with accounts reviewed and rebalanced at least quarterly.

John Dimatteo is the sole advisor at DiMatteo Financial Group in Chadds Ford, PA, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has led his independent advisory firm since 2010. Outside of financial advising, he owns a temporary staffing agency serving the hospitality sector. DiMatteo Financial Group provides fee-based investment advisory and portfolio management services to individuals, pension plans, corporations, and other business entities. The firm emphasizes a tactical allocation strategy based on fundamental analysis and manages approximately $42.3 million across about 90 clients, focusing notably on non-discretionary portfolio management and pension consulting.

Kevin Cornish is a CFP® and ChFC® with three years of experience in the financial industry. He is the principal advisor at Buckler Wealth Management, LLC, where he has worked since 2025. Prior to this, he managed Cornish Family Office Investments and Tax for over two decades. Buckler Wealth Management, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients with investment management and comprehensive financial planning. The firm combines passive and active strategies based on modern portfolio theory and offers educational seminars, newsletters, and discretionary trading tailored to client needs, including socially conscious investment options.

Alexander Eschborn is the sole advisor at Ace Wealth Management, LLC, an independent firm based in Coatesville, PA. He holds a Series 66 designation and has 18 years of industry experience. Since 2007, he has managed client portfolios at Ace Wealth Management and also holds a Pennsylvania insurance producer license, providing insurance services as part of his client offerings. Ace Wealth Management serves individuals, high-net-worth clients, and pension or profit-sharing plan clients with ongoing portfolio management and financial planning. The firm’s investment approach combines client-specific Investment Policy Statements with fundamental and technical analysis, using third-party research and employing both discretionary authority and a range of trading strategies.

Jason Driver is a financial advisor with Adair Financial Private Client Group in West Chester, PA. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior work includes roles at LPL Financial LLC, The Investment Center Inc, IC Advisory Services Inc, and Dunham and Associates. Adair Financial Private Client Group provides investment management and financial planning services to individuals, high-net-worth clients, employer retirement plans, and businesses. The firm manages approximately $11 million across 30 client relationships, using a largely asset-allocation driven, passive investment approach with ETFs and mutual funds, supplemented by fundamental, technical, and cyclical analyses when appropriate.

Bryan Stirling is the sole advisor at Stirling Investment Management, holding a Series 65 credential with less than one year of experience in financial advising. His prior work history includes positions at Nimbl Digital and Amerihealth Caritas. Bryan operates an independent advisory firm based in Coatesville, Pennsylvania. Stirling Investment Management provides fee-based, customized investment advisory services to a variety of clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs a tactical asset-allocation strategy combined with fundamental analysis, offering non-discretionary portfolio management where clients approve all trade recommendations.

Casey Calder is a financial advisor with Calder Financial LLC in Downingtown, PA, holding the ChFC® designation and Series 63 license, with 38 years of industry experience. He has worked at United Planners' Financial Services for 23 years and has been with Calder Financial since 1981. Calder Financial LLC provides investment advisory services to individual and high-net-worth clients through discretionary portfolio management and financial planning. The firm manages approximately $134.8 million in discretionary client assets and constructs customized portfolios using ETFs, mutual funds, individual stocks, and third-party model portfolios, emphasizing ongoing monitoring and rebalancing aligned with client objectives.

Stephen Pomanti is a CFP® and ChFC® with 11 years of industry experience. He is the sole advisor at SP Retirement LLC, an independent firm based in Downingtown, PA. His prior roles include positions at Wealth Enhancement Group, McLean Asset Management Corporation, Vanguard Group, and Global Atlantic Financial Company. SP Retirement provides wealth management and financial planning services to individual and high-net-worth clients, focusing on discretionary investment management and retirement-account advice. The firm typically constructs portfolios using low-cost mutual funds and ETFs, employing a long-term allocation approach with flexibility for individual securities and rebalancing.

John Gulli is a financial advisor at Kendall James Advisors with nine years of industry experience. He holds a Series 65 designation and has worked at John Paul Gulli since 2006. Kendall James Advisors provides discretionary portfolio management focused on equity-oriented portfolios for qualified clients. The firm employs a value-oriented investment approach based on fundamental analysis and manages accounts on a discretionary basis, offering ongoing supervision, rebalancing, and performance reporting.

Eric Thompson is a financial advisor at Thompson Capital Management, LLC in West Chester, PA, holding a Series 65 credential with 12 years of industry experience. He has led his independent advisory firm since 2013 and concurrently works as a senior validation engineer in the engineering and construction industry, where he serves on corporate committees focused on strategy and quality control. Thompson Capital Management provides portfolio management primarily for individual and high-net-worth clients, using a diversified approach that includes publicly traded equities, ETFs, REITs, fixed income, and international securities. The firm employs a combination of fundamental, technical, and quantitative analysis alongside various trading strategies, managing accounts on a discretionary basis according to customized investment policies.

Adil Masani is a CFP® and ChFC® with 18 years of industry experience. He is the managing member of Masani Wealth Management, LLC, an independent advisory firm he has led since 2010. In addition to his advisory role, Masani is an independent insurance agent, spending approximately 10% of his time in insurance sales and services. Masani Wealth Management provides personalized financial planning and discretionary investment management to individuals, business owners, and charitable organizations. The firm combines portfolio management with comprehensive planning services and employs a range of analytical techniques, including fundamental, technical, and cyclical analysis, to support client objectives.

James Taylor is a financial advisor at Groundwork Wealth Management, LLC with 21 years of industry experience. He holds the Series 66 designation and has led the firm since its founding in 2014. Groundwork Wealth Management provides comprehensive portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis, and offers discretionary management that can involve derivatives such as options and leveraged ETFs tailored to client objectives and risk tolerance.