Andrew Hipple is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Moneta Group Investment Advisors, LLC. He has worked at Purshe Kaplan Sterling Investments, Lane & Associates LLC, VSR Financial Services, Inc., and Securian Financial Services, Inc. Outside of his advisory role, he is a senior partner at Lane & Associates, where he provides comprehensive financial planning. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a partner-led team structure supported by a centralized investments department and emphasizes asset allocation, manager due diligence, and the use of proprietary multi-strategy vehicles.

Jamie Dunn is a CFP® with 12 years of experience in the financial services industry. He has worked at LPL Enterprise since 2024 and previously held positions at The Prudential Insurance Company of America, Pruco Securities LLC, Facet Wealth, and The Vanguard Group, Inc. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm’s approach is model-driven, offering access to third-party asset managers, financial planning, and a variety of non-securities products and services.

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.

Adam Amorn is a financial advisor at Premier Prosperity Advisors LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch for five years before founding his current firm in 2017. He is also a licensed independent insurance agent. Premier Prosperity Advisors LLC is a single-advisor independent registered investment adviser managing over $17 million in client assets. The firm serves individuals, high net worth clients, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and pension consulting services.

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.

Jeffrey Beyer Jr. is the sole advisor at Paladin Retirement Advisors, an independent registered investment adviser based in Newtown, PA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to founding Paladin, he worked at AE Wealth Management, USA Financial Securities Corporation, and United Planners' Financial Services of America. In addition to his advisory role, he conducts insurance sales and service as a sole proprietor. Paladin Retirement Advisors provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm utilizes a combination of in-house management, sub-advisors, and co-advisor relationships to implement model portfolios and offers pension consulting services under ERISA fiduciary standards.

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.

Ali Moghadam is an investment advisor at Taxio LLC with a Series 65 designation and one year of industry experience. He has held roles at Reliance Matrix as Vice President of Financial Planning & Analysis and is also involved with Posimistiq Studios, a venture focused on mental health storytelling across various media platforms. Taxio LLC provides wealth management and investment advisory services primarily to individual clients, emphasizing tax-advantaged investing, comprehensive financial planning, and separately managed accounts. The firm employs a research-intensive, principle-driven investment approach that incorporates tax strategy integration and technology tools to support decision-making.

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.

Joseph Amendolara is a financial advisor with City Investment Advisors, Inc. in Langhorne, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with City Investment Advisors since 1998 and is also involved with related entities including City Capital Funding and City Financial Group. In addition to advisory services, he is engaged in mortgage services. City Investment Advisors, Inc. serves individual investors, trusts, estates, foundations, pension, and business clients with fee-based financial planning, investment consultation, and supervisory services. The firm employs a long-term Core + Satellite investment approach and offers a broader service mix including income tax preparation, mortgage services, and occasional pro bono workshops.

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.

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.

Latanya Savage is a CFA® charterholder with six years of industry experience. She previously worked for Dupont Capital Management for ten years. Savage is based in Philadelphia, PA, and is the sole advisor at Savage Advisory. Savage Advisory provides stock-specific advisory services to individual investors, focusing on fundamental stock research and portfolio analysis guided by a growth-at-a-reasonable-price investment philosophy. The firm offers educational seminars on personal investing and customizes advice according to clients’ financial goals, investment horizons, and risk tolerance.

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.