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.

Andrew Hipple is a CFP® and Enrolled Agent with 20 years of industry experience, currently serving as an Partner at Moneta Group Investment Advisors, LLC. Prior to merging with Moneta he was the managing partner of Lane Hipple Wealth Management Group an independent RIA. Moneta Group Investment Advisors serves high-net-worth individuals, families, executives and business owners offering advanced tax planning, executive compensation planning, portfolio management, financial planning, and family office services. Having personal bought, sold and successfully executed a succession plan. He brings high touch experience and knowledge to founders and business owners looking to exit, transition or sell their companies. He assist with the tax planning around asset based sales, stock sales and Section 1202 Qualified Small Business Stock sales.

I grew up in a blue-collar family where hard work wasn’t optional - it was simply a way of life. From an early age, I learned the value of earning every dollar through long hours, commitment, and sacrifice. It was that foundation, along with the unwavering support of my family, that ultimately led me to become a first-generation college graduate and pursue a career in financial planning. My passion for this industry is rooted in a simple belief: people deserve to know that there are better ways to leverage their money. Most families are taught how to work for their income, but very few are ever shown how to make their income work for them. That gap in knowledge is what drives me every day. Today, I work with individuals, families, and business owners who are looking for more than just financial products; they want clarity, confidence, and a strategy they can trust. My goal is to help people understand the opportunities available to them, make informed financial decisions, and create a plan that aligns with the life they are working so hard to build. I have a special appreciation for blue-collar families, union workers, and small business owners because those are the people I relate to most. They are often underserved by the financial industry despite being some of the hardest working individuals in our communities. I believe everyone deserves access to sound financial guidance, regardless of their background or income level. Whether it’s planning for retirement, protecting a family, building wealth, or simply making smarter financial decisions, my mission is to educate, empower, and help people make their money work as hard as they do.

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 a financial advisor at Conroy Capital LLC with two years of industry experience. He holds a Series 66 license and has previously worked at Fortis Group Advisors, LPL Financial, and Prudential. Outside of his advisory role, he is employed by Pro Football Focus, a sports analytics company. Conroy Capital LLC provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations, and manages a privately offered pooled investment vehicle. The firm employs both fundamental and technical analysis across a range of asset classes and offers customized, discretionary account management with regular portfolio monitoring and reporting.

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.

Gerald Levin is the sole advisor at GBL Asset Management, Inc., an independent firm based in Huntingdon Valley, PA. He holds 35 years of industry experience and has led the firm since 1985. Levin serves as Secretary of the Philadelphia Chapter of the American Association of Individual Investors, a nonprofit focused on investment education. GBL Asset Management manages approximately $34.3 million for individual and select institutional clients, employing a value-oriented, income-aware investment approach centered on mutual and closed-end funds, fixed-income instruments, and occasional equities. The firm operates primarily on a non-discretionary basis and utilizes block trading and a family-group fee structure.

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 a financial advisor at AES Triplex with a Series 65 designation and less than one year of industry experience. Prior to his advisory role, he worked in various positions including at Jimmy John's and participated in Teach for America. He holds an active real estate license and may provide real estate services to clients. AES Triplex offers 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 techniques. The firm employs diverse investment strategies and provides discretionary trading authority, monthly account reviews, and detailed custodian reports.

Peter Elliott is a financial advisor at ALJ Capital, LLC in Cheltenham, PA, holding a Series 65 designation with over 18 years of experience through his work at Charles P. Elliott, PC and ALJ Capital. He maintains a dual role, splitting his time between his advisory practice and an affiliated accounting firm. ALJ Capital provides investment advisory and wealth management services primarily to individuals, high net worth clients, trusts, and estates, offering discretionary portfolio management and comprehensive financial planning. The firm emphasizes fundamental analysis with a long-term investment orientation, utilizing ETFs, stocks, bonds, and occasionally options or cash hedges, and maintains ongoing client communication while acting as a fiduciary.

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.

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 CFP® and holds a Series 66 license with 23 years of industry experience. He has been the principal advisor at Financial Life Planning, LLC since 2008 and previously worked at Liberty State Wealth Management, Osaic FA, Inc., and Equitable Advisors. Financial Life Planning, LLC offers comprehensive financial planning, consulting, and portfolio management services to individuals, families, small business owners, trusts, estates, and retirement plan participants. The firm uses an individualized, model-based investment approach that includes ongoing supervision and annual formal reviews, serving a modest client base with approximately $23.2 million in assets under management.

Latanya Savage is a CFA® charterholder with six years of industry experience. She previously worked at Dupont Capital Management for ten years. Savageadvisory 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, recommendations, portfolio analysis, and fee-based educational seminars, while clients execute transactions through their chosen broker-dealers.

Matthew Tae is the principal advisor at Diversified Human Solutions in Philadelphia, PA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been leading Diversified Human Solutions, including its subsidiary Fellow Travelers, since 2009 and also serves as president overseeing insurance and employee benefits operations. Diversified Human Solutions advises retirement plan sponsors, participating employers, business owners, and individuals, providing retirement plan investment management, financial planning, and consulting services. The firm manages plan-level investment menus focused on broadly diversified, low-cost funds with periodic rebalancing, and offers financial planning on fixed-fee or hourly arrangements, distinguishing itself through an integrated approach with affiliated payroll, recordkeeping, and accounting services.