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.

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.

Jonathan Monroe is a financial advisor at New Wave Financial LLC with 10 years of industry experience. He holds the Series 66 designation and has worked in various roles including a senior account director position at Viant Technology Inc, an advertising technology firm. His background also includes positions at Amazon, The Trade Desk, and SEI Investments Distribution Co. New Wave Financial provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a long-term, discretionary investment approach combining fundamental, quantitative, technical, and modern portfolio theory methods, and often utilizes third-party money managers and model portfolios from SEI Private Trust Company.

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.

Raymond Zong is a financial advisor with Global Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Global Wealth Management in 2024, he worked at Ni Advisors and Nationwide Planning Associates, Inc. He is also involved in real estate and life and health insurance activities outside of his advisory role. Global Wealth Management provides asset management, financial planning, and capital-raising services to high-net-worth individuals and businesses. The firm constructs portfolios based on market trends and economic conditions, managing accounts primarily on a discretionary basis while allowing clients input on asset selection.

William Sands Jr is a financial advisor at DEL VAL Retirement and Investment Services Inc with 13 years of industry experience. He holds Series 65 and Series 66 designations and has worked at several firms including PNC Investments and Winthrop Partners. Sands also serves as a board member of the Plumstead Historical Society and is involved in charitable fundraising through the Willow Charitable Fund. DEL VAL Retirement and Investment Services Inc provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, small businesses, and estates. The firm employs a tailored investment approach using fundamental, technical, charting, and cyclical analysis and manages approximately $1.9 million in discretionary assets across a small client base.

Michael Guarracino is the sole advisor at MG Financial Management, LLC, an independent registered investment adviser based in Doylestown, PA. He holds Series 63 and Series 65 designations and has 15 years of industry experience, including six years at Concert Wealth Management, Inc. He serves as a board member of Forest Grove Presbyterian Church. MG Financial Management provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations. The firm uses a technical-analysis approach to tailor portfolios based on client objectives, time horizons, and risk tolerance, with regular account reviews and a focus on accommodating client-imposed investment restrictions.

Michael Scavullo is a financial advisor at Solebury Asset Management LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Summit Financial Group Inc., and Cetera. His activities include licensed insurance sales alongside his advisory role. Solebury Asset Management provides investment advisory services primarily to high-net-worth individuals and corporate clients, including pension and profit-sharing plans. The firm offers tailored portfolio management using a variety of analytical approaches and a broad range of securities, with additional services such as pension consulting and a wrap-fee program.

Thomas Laessig is a financial advisor with Fidelity Federal Planning Corp. in Montgomeryville, PA. He holds the ChFC® and Series 63 designations and has 22 years of industry experience. In addition to his advisory role, he serves as general manager of 401K Data Warehouse, LLC, a software provider he helped establish in 2000. Fidelity Federal Planning Corp. provides investment advisory and portfolio management services to individuals, trusts, corporations, and qualified retirement plans, acting as a 3(21) ERISA fiduciary for plan clients. The firm manages a modest number of accounts and emphasizes a non-discretionary approach, allowing clients to implement or decline recommendations and retain proxy-voting authority.

Kristopher Wallick is the principal advisor at Wallick Wealth Management in Perkasie, PA. He holds Series 63 and Series 66 licenses and has 17 years of industry experience, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Wallick Wealth Management is an independent registered investment adviser serving primarily individual clients, including high-net-worth individuals, as well as small businesses and corporations. The firm offers discretionary wealth management and integrated financial planning, employing a range of investment strategies tailored to clients’ objectives and risk tolerance.

Yunfei Zhou is a CFA® charterholder and the sole advisor at Infinite Spring Asset Management with two years of industry experience. Prior to founding the firm, Zhou was self-employed and held a position at the University of Southern California. Infinite Spring Asset Management provides discretionary investment management services to individuals, trusts, estates, charitable organizations, and endowment funds. The firm employs a conservative, value-oriented approach focused on bottom-up fundamental analysis to identify undervalued securities and manages portfolios on a discretionary basis within client guidelines.

Kevin Belskie is a CFP® professional with seven years of industry experience, currently serving as the sole advisor at Fat Cat Financial Advisor in Norristown, PA. His prior roles include positions at The Vanguard Group, Inc., Citizens Investment Services, and Bluestone Country Club, as well as experience as a professional baseball player. Fat Cat Financial Advisor provides discretionary asset management and financial planning services primarily to individuals and high-net-worth clients. The firm’s investment approach centers on fundamental analysis and long-term holdings, offering portfolio management with client-imposed restrictions and regular account reviews.

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.

Andrew Gregory is the principal advisor at Gregory Financial LLC in Doylestown, PA. He holds the CFA® designation and Series 63 license and has six years of industry experience, including prior roles at Google, Oxygen, Mambu, Inc., and Synctera. Outside of his advisory work, he is involved in strategic partnerships through Google. Gregory Financial LLC offers financial planning and consulting services to individuals, high-net-worth clients, trusts, non-profits, small businesses, and estates. The firm provides tailored financial plans and consultations without managing investment accounts, emphasizing fee arrangements based on fixed, hourly, or periodic fees rather than asset-based charges.

Charles Piermani is the principal and sole advisor at Piermani Charles J Associates, an independent firm based in Norristown, PA. He holds over 23 years of industry experience and has been operating his advisory and tax consulting businesses since 1976. In addition to financial advising, Piermani serves as a tax consultant, providing tax preparation and advice. Piermani Charles J Associates offers discretionary portfolio management and financial planning to individual investors, high-net-worth individuals, and trusts. The firm manages approximately $74.6 million in discretionary assets and emphasizes technical analysis with both long- and short-term trading strategies, supported by monthly account reviews and written reporting.

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.

Mario Pelosi is the sole advisor at Time Investments, LLC, an independent investment advisory firm based in Huntingdon Valley, PA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Mr. Pelosi has managed Time Investments since 2007. Time Investments, LLC specializes in personalized investment advisory and asset management services primarily for federally insured credit unions and small-business 401(k) plans. The firm operates on a non-discretionary, consultative basis and coordinates with third-party administrators and institutional custodians.

Guenter Wesch is a financial advisor at RCK Wealth Advisory LLC with 20 years of industry experience. He holds the Series 66 designation and has worked with firms including Berthel Fisher & Company Financial Services, Inc. and BFC Planning, Inc. Wesch also operates a tax preparation and accounting business alongside his advisory role. RCK Wealth Advisory LLC is an independent, single-advisor firm providing discretionary asset management and comprehensive financial planning primarily to individual and high-net-worth clients. The firm customizes investment strategies based on client objectives and risk tolerances, utilizing fundamental analysis and a combination of long- and short-term approaches.

Hi, I'm Alan. I started Modern Wealth in Blue Bell, Pennsylvania, after living the moment my clients now plan for. My father ran a solo dental practice that carried our whole family, and when he got sick I stepped in to keep the doors open, then led the sale so my mother would be okay. I know firsthand how much rides on decisions made at the worst possible time, and how few advisors are built to help. So I built the opposite: an independent, fee-only firm that earns nothing but the fee you pay me. No commissions, no quotas, no hidden agenda. I'm a Penn State finance grad with more than 15 years in this work and a stack of credentials I actually use: Certified Financial Planner™ professional (CFP®), Certified Private Wealth Advisor® professional (CPWA®), Certified Value Growth Advisor® (CVGA®), Certified Exit Planning Advisor® (CEPA®), and Registered Life Planner® (RLP®). Along the way I've been named a US Top 100 Financial Advisor and a Philadelphia Five Star Wealth Manager. I hold the whole picture on one page. In plain English, I help you grow what your business is worth, plan a smart exit, and turn it into a life you actually want, not just a bigger account balance. When I'm not doing that, you'll find me on an autocross course in my Miata, running the same clean line I bring to planning: look far ahead, stay smooth, don't chase the hero lap. Otherwise I'm cheering (and suffering) for Philly sports, or home in Blue Bell with my wife Jamie, our daughter Joey, and our goldendoodle, Enzo, the reason any of this matters. Money is a tool for building a life, and the life is the point. I'd genuinely like to hear your story.