About Solebury Investment Group, Llc.

Please see my website for all information about myself and my firm.

About JW Cole Financial

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With over 15 years of experience in the financial services industry, I guide families and individuals through a comprehensive financial planning process that drives advice in investment management strategies, retirement planning, education planning and all areas of their financial lives. Financial planning can be complex. Investment management takes time, knowledge, diligence and on-going oversight. I am driven to bring my expertise to make my clients' lives easier, more fulfilling and to help them achieve their financial goals. I work closely with trusted professionals in the areas of tax, estate, lending and insurance to help ensure the efficient implementation of life's planning needs.

About Bluesphere Advisors LLC

We act as fiduciary to our clients. We bring our knowledge and experience to work with our clients in their investment and financial decision making process. Core fundamental research and an understanding of global financial and economic conditions drives our investment management process. In depth financial planning processes help us understand the nuances of our client's financial situation and design an explicit financial plan that meets client needs and expectations. Our hands on implementation processes ensure thorough execution that meets client expectations. Most importantly, we are constantly evolving to stay on top of the investment advisory industry.

Vanguard Personal Advisor Services^® gives you ongoing access to advisors who will always act in your best interests, a custom financial plan built to help withstand market volatility and economic shifts, strategies to maximize your income in retirement, and real-time tracking towards your goals. All at a low cost.

About Vanguard Personal Advisor Services

With money, comes questions. From how to maximize your retirement income to knowing the appropriate investment strategy based on your goals - it can be a lot to think about. We're by your side to help you feel confident about your future. Our advisors value true partnerships. They'll work closely with you to create a personalized plan to help you reach your goals and are available to connect whenever you have questions.

Tower Bridge Advisors was founded in 2001 with a mission to provide high quality investment advice alongside outstanding client service. We manage equity and fixed income portfolios comprised of individual stocks and bonds. Our clients choose us because of our commitment to investment research, our experience in managing client portfolios and our laser like focus on our clients' needs. Our nine investment professionals each have, on average, more than 25 years' experience researching investment opportunities, and managing portfolios through up as well as down markets. Our investment process starts with a clear understanding of each client?s unique financial situation, and takes into account their tax status and tolerance for risk. Only by understanding these factors can we develop an appropriate investment solution. Our rigorous investment process results in a customized asset allocation for each client. Each client's portfolio is constructed of 35-40 stocks which represent the best ideas of our investment team, and an appropriate allocation to bonds to achieve the client's requirement for income and stability. From a client service standpoint, we make ourselves available for phone calls and in person meetings as frequently as desired. Our clients appreciate talking directly to the person who manages their account, not a marketing person or an intermediary. Our team of experienced administrators also reach out to our clients to ensure proper management of all administrative details of their accounts.

About Tower Bridge Advisors

Tower Bridge Advisors manages over $1.8 Billion for individuals and families. We have one focus, and that is to customize portfolios for the benefit of our clients. We have an experienced team that brings great perspective and expertise to every relationship. And we are committed to the highest level of customer service. We are available to meet clients in person or by phone and we are willing to meet as frequently as our clients desire. We also provide a brief market commentary 3 days per week to keep clients up to date on our latest thinking. In addition we offer bi-monthly webinars to provide additional insights into the markets and our thought process. We also use a sophisticated financial planning tool to help model "what if" scenarios to help us design the best plan for our clients. Our interests are aligned with yours. We want to help you achieve your goals, and we want you to know that we are looking out for your best interests at all times.

Since 2008, I've helped my clients plan for a secure future that delivers peace of mind. I understand that every client's life situation is unique, and I offer personalized planning to help them and their families achieve their life goals. In my free time, I enjoy spending time with family, reading a good book and exploring unique neighborhoods.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews¹ and Barron's², with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. ¹Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); ²The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

Peter became a member of the HFA team of financial advisors in 2014. In his role as a financial advisor, he develops, manages and supports client relationships. He shares the firm's values of integrity, transparency and putting clients' interests first. Prior to joining Hoover Financial Advisors, Peter was an Investment Advisor with Morgan Stanley. Before that, he held National Account positions with several prestigious firms, including Turner Investment Partners and Brandywine Asset Management. He began his career as an Investment Advisor with Prudential-Bache Securities in Philadelphia. Pete earned the Certified Investment Management Analyst (CIMA®) Designation, an executive education program offered in conjunction with The Wharton School, University of Pennsylvania. CIMA® professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective guidance to individual and institutional investors. Peter's vast experience in financial services broadens his perception and understanding of HFA client experiences and requirements. HFA's acclaim and high regard among industry professionals and clients strengthen his product and service deliverables. Peter is a native of Montgomery County, Pa. He currently resides in Devon, PA, with his wife Jane and three children.

About Hoover Financial Advisors

Your bridge to the future At HFA, we place equal emphasis on both the expertise we bring and the genuineness of the relationship we develop with you as our client. We believe that honest, transparent, and caring relationships lead to better outcomes for today, tomorrow, and generations to come. Seeing the positive impact our work has on our clients’ lives make our lives better too. Because as an independent financial advisor, we put our clients’ needs first, above all else.

Paul's approach to Wealth Management is to listen to his clients goals and concerns and develop a plan for success. Paul strives to simplify these strategies so that his clients can easily understand their financial situation. His primary areas of focus are in wealth management planning and portfolio construction with a focus on tax minimization as well as generating income and growth for retirement. Paul leads a team of Financial Advisors and support staff to help clients prioritize and obtain their goals. He follows an organized process to help ensure that each client is provided with an outstanding service experience as well as valuable advice and direction. He takes the time to understand family dynamics and intergenerational objectives. Paul is a graduate of Neumann University with a Bachelor of Science in Business. He currently lives in Broomall with his wife Maureen and two dogs, and enjoys spending time with his children and grandchildren.

About Stifel Nicolaus

As Stifel Financial Advisors, The MacCrory Group has the support of and access to the deep resources of one of the nation's leading financial services firms. Their affiliation with Stifel enables them to maintain the independent thinking and entrepreneurial spirit essential to help clients pursue their financial goals. Stifel, Nicolaus & Company, Incorporated is a full-service securities brokerage, investment banking, trading, and investment advisory firm founded in 1890. The company is a registered investment adviser with the U.S. Securities and Exchange Commission. Our parent company, Stifel Financial Corp., went public in 1983 and has traded on the NYSE since 1987 (symbol SF).

My passion for finance comes from a family heritage of teaching and caring for others. Finance is a complex area of life, yet in most states, it is not required in schools. As a financial planner, I have the ability to make a significant impact in the lives of the individuals, couples and families I serve. In my spare time, I enjoy spending time with my family, my husband Jim and my two sons, Christian and Dylan. We love visiting places as a family, and our kids' energy ensures we stay active.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews¹ and Barron's², with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. ¹Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); ²The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

Michael Marion, CFP®, leads the Marion Wealth Management Group with over thirty years of experience in providing investment planning, asset management and risk management services to individuals and businesses. Mike holds a BA in Humanities from the University of Pittsburgh and has completed the CERTIFIED FINANCIAL PLANNER" Professional Education Program from the College of Financial Planning. Mike has held the CFP® designation since passing the CFP® board examination in July 2001. Mike lives in Murrysville, Pennsylvania with his wife Katie, their three children and the family's Chessie Retriever. Mike's interests include the outdoors, hiking, racquetball, reading and spending time with his family.

About Marion Wealth Management

Marion Wealth Management is an independent, fiduciary financial planning and wealth management firm located on the Eastern edge of Monroeville, near the intersections of 376 East, the PA Turnpike, Business Rout 22 and Route 48. Our focus is on developing highly effective financial strategies for retirees, affluent families and business owners. Our Wealth management services include: retirement and income management, portfolio analysis and optimization, asset protection strategies, wealth and estate transfer planning, executive financial services and business retirement services including pension and 401(k) plan management. Our firms's goal is to allow clients to enjoy the personalized service and attention offered by a private wealth management firm, while at the same time enjoying the value of independent advice that puts you first. We believe what sets us apart is our focus on you. Our private wealth and investment services offer you fee based, advice driven investment solutions customized to fit your needs by utilizing the very best tools, technology and research.

I provide total financial needs analysis through a network of experienced professionals with expertise in: Advisory services, Retirement analysis and programs, Estate strategies, Employee benefit and retention services, Business continuation strategies. Trust services. I am licensed to sell insurance in: Pennsylvania and New Jersey and securities in: Pennsylvania and New Jersey. I am a registered representative of and offer securities through MML Investors Services, LLLC. Member SIPC. 5001 Louise Drive, Suite 300 Mechanicsburg, PA 17055 (717) 791-3300.

About uFinancial Group

Preparing for the next step in life isnt always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Click Here to Schedule A Conversation

I have lived my whole life in Delaware County, first raised in Newtown Square with my parents and 2 older sisters. I graduated from Devon Preparatory school, with much appreciation for a good Catholic school education. Then I graduated from Villanova University with a degree in Sociology & Business. I broke my leg in March 2001, but I was still able to get back on my feet in time join my classmates at graduation two months later in May. For 2 years, I worked for a family owned local brokerage firm, supporting most of the sales reps in the office. I joined my family firm in May 2003, where I am currently a practicing CPA and a holder of the CFP® designation. I am currently the managing partner, but Id be nowhere without the help of our staff, Bernadette, Lorraine, Betsy & Michael. My education, credentials, experience and staff give me the ability to integrate clients financial goals with smart investment and tax planning. I currently live in Wayne with my wife and 3 kids. The most challenging thing Ive done was a 30 day live-in program for students of Aikido, a Japanese martial art. I spent the month of July 2004 in Chicago, living and training with other like-minded Americans and Europeans, and eventually earning my black belt in July 2006, after 7 years of training.\

About MC2 Financial Advisers, Inc.

Independent, fee only, registered investment advisors in Newtown Square, serving small businesses and families throughout the Philadelphia area. We are CPAs and CFPs, who use all of our knowledge and experience to integrate clients' financial goals and plans with proper business, tax, retirement & estate planning. No selling. No commissions. No dinner seminars. Specializing in Vanguard funds.

I enjoy being a financial planner because I'm all about helping my clients plan ahead to face life's challenges knowing that they have a roadmap to take them all the way to a rewarding retirement. My interests outside of work have been called unique by my four daughters. I have a passion for high intensity interval training and am a big fan of archery.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews¹ and Barron's², with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. ¹Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); ²The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

I am a Certified Financial Planner. Our focus is to determine risk tolerance and return expectations. Our goal is to get the best return with the least amount of risk with the best cost. We use some of the best portfolio managers including the American funds, Legg Mason, West End, Anchor Capital and Vanguard. Our team specializes in retirement planning and professional portfolio management. Check our website at kingston retirement group to get an idea of our background in greater details.

About Janney Montgomery Scott LLC

How I Work With Clients Long-term focus and discipline start with a sound investment strategy. The first meeting is a complimentary consultation. I like to get acquainted with you and your family to discuss your current financial condition and determine your invetment objectives. Once we begin a business relationship, we proceed to gather all of your financial data, which includes current investments, income, assets, insurances and any debts or loans. Upon determining your goals and objectives, we then analyze the information and agree upon a financial plan. Once an investment plan is agreed upon, our team of specialists will work with your own independent tax and legal advisors. Our goal is to add value through a comprehensive planning approach. Regular portfolio reviews will then be scheduled to monitor your investments and rebalance as necessary. We will also discuss any life changes that may have occurred and the opportunities and challenges that they may present. This is what all present and future clients can expect. I welcome the opportunity to work with you as your investment partner.

Brian J. Donley is a Certified Financial Planner " practitioner with many years of experience in the financial services industry and a founding partner of Summit Wealth Advisors. Brian and his partner, Doug Richey, created Summit Wealth Advisors to focus on client-advisor relationships. They are committed to guiding their clients to reach the summit of their financial goals, by understanding their dreams and deciding together on a path to get there. Brians interest in financial planning began at an early age when his parents instilled in him the benefits of hard work and saving money. His first job at a bank introduced him to the financial world and his love of helping people. This led Brian to Purdue University, where he graduated in 1992 with a Bachelor of Science degree with an emphasis in Financial Management. While not working, Brian enjoys the outdoors of Western Pennsylvania and Upstate South Carolina and winter sports in the mountains of Colorado. As an Eagle Scout, he attended outings with his sons (who are both Eagles) through the Boy Scouts of America. He also remains connected with Purdue University as the president of the local alumni chapter. Brian and his wife, Rachel, live in Pittsburgh, PA. They have two children, Griffin and Liam. Both attend Clemson University.

About Summit Wealth Advisors

At Summit Wealth Advisors, we offer our clients a balanced financial planning approach. We believe that by setting goals, using resources efficiently, implement strategies, and periodically reviewing our strategy, our clients can pursue the future they envision. We provide flexible services, including but not limited to educating our clients, designing financial strategies based on our clients' personal goals. We are committed to the client-advisor relationship. Our clients can expect timely advice and service with an experienced and knowledgeable advisor. We seek to continually exceed our clients expectations through a comprehensive, long-term financial planning relationship. We are dedicated to pursuing excellence in all of our business practices. We achieve this through continual education, training and leadership in an ever changing financial services industry. Our company is based on the principle that education and understanding of ones current financial situation is vital to successfully make prudent decisions concerning ones future financial condition. Securities and Advisory Services offered through LPL Financial, Member FINRA/SIPC.

Approachable, Humble and Disciplined, Ralph's life goal is helping everyone achieve financial freedom. An experienced financial services professional, Ralph's passion is helping families and businesses realize their goals and dreams. Ralph was born and raised in Pennsylvania, where he grew up working in a family business. He earned his degree in Business Administration and Finance from The Pennsylvania State University. He also earned a Master's in Business Administration from Misericordia University. After college, Ralph furthered his education and obtained the following designations to better serve his clients: CFP® & RICP®. Ralph has more than a decade of financial services experience. Prior to joining Forthright Wealth Planning, Ralph lived in Las Vegas, Nevada, working as a wholesale banker and advisor to large corporations. In his free time, Ralph enjoys spending time with his family & friends, golfing, being an outdoorsman and traveling.

About Forthright Wealth Planning with Centaurus Financial Inc.

Forthright Wealth Planning is a full service financial planning practice. We work hard every day for our clients and always act in their best interest. We have three physical office locations in eastern Pennsylvania. Our offices are located in Allentown, Honesdale and Nanticoke. We have clients in many different states and can service clients in every state.

Al Sr. is a Certified Financial Planner(tm) practitioner and has been providing Fee-Only Wealth Management Services for more than 35 years. Al Sr. founded Financial Freedom in 1981 with a mission to help people with independent and objective advice. That mission has grown to helping many individuals and families accomplish their life goals and dreams with truly Fee-Only Wealth Management Services which includes both Investment Management and Comprehensive Financial Planning. Al Sr. is the Chief Investment Officer and focuses on helping clients develop and maintain well diversified appropriately asset allocated portfolios that are consistent with their risk profiles and "sleep comfort level". Al Sr. developed our SDR (same day response) program where we commit to get back to clients the same day with our world class customer service levels.

About Financial Freedom LLC

Financial Freedom provides Fee-Only Wealth Management Services which includes comprehensive financial planning and investment management services. OUR PRIMARY OBJECTIVE IS TO HELP OUR CLIENTS ACHIEVE THEIR LIFE GOALS AND OBJECTIVES. Unlike many planners, we are Fee-Only Financial Planners. Fee-only planners are compensated solely on the basis of fees paid by their clients and do not accept any commissions or compensation from any other sources. This form of compensation should provide you with a high-level of confidence that you are receiving objective recommendations. Additionally, when working with clients on an on-going basis, we do so utilizing a flat retainer arrangement versus any percentage of assets under management formula. Each year we provide our clients with a Wealth Management Services performance evaluation review. We think that it is important that each client is able to evaluate the overall value that our retainer relationship adds to the achievement of their life goals and objectives. Our business strategy is to maintain a small firm focused on developing in-depth personal relationships with a small number of client families versus a cursory relationship with hundreds of clients. The Osgoods are the firm; they do the analysis and investing; they meet with you wherever you live; you won't be turned over to someone else once you become a client. We are seeking prospective new clients with a minimum of $1 million of investable assets. Check out our website at www.finfree.com for more information. Call us at 610-296-9500 for an initial no-obligation consultation.

After graduating from Penn State University with a B.S. in Chemical Engineering, I was lucky enough to meet with an advisor who helped me to start saving and investing. Unfortunately, I soon realized that the financial services industry is full of advisors working for themselves, instead of their clients. Years of underperforming investments, along with a general lack of concern for my goals from several advisors, led me to manage my own investments. And later, while working for Lucent Technologies during the Dot-com years, I had the opportunity to attend Lehigh University and graduate with an MBA in Finance. MBA fresh in-hand, I decided to pursue a career in finance. I worked in NYC for Barclays Capital where I soon learned that I preferred working with individuals as opposed to large institutions. I co-founded Schuylkill Financial in order to help everyday people plan for their future. Our business is centered around developing and setting realistic goals with our clients. To do that we need to be passionate about our clients and responsive to their needs as we help them clarify their financial picture. When I am not in the office, I love spending time with my wife and children, doing just about anything outdoors. Hiking and mountain biking are at the top of my list and I can usually be identified as the guy toting one of my 2 little ones on my back and dog by my side on many of Downingtown's trails.

About Schuylkill Financial LLC

Our partnership was founded on the basis of having a positive impact on people’s lives through investment and financial planning. We bring sophisticated planning techniques to busy individuals who lack the time to do it themselves, with over 40 years of combined banking and Wall Street experience. Client portfolios are carefully crafted using our expertise in market research, Individual Retirement Accounts, wealth management, college planning and estate planning.

About Our Founder Planning. Protecting. Preserving your retirement. One of Philadelphia's leading retirement transition specialists, Steve DeCesare, CFP®, is a second-generation Certified Financial Planner® professional who has spent the last decade of his career helping professionals transition into retirement with financial confidence. His multi-disciplinary planning approach works to ensure that the investment, income, tax and estate strategies are in place to achieve each of his client's financial and lifestyle goals for retirement. Steve specializes in offering guidance to corporate employees regarding their company sponsored retirement plans such as 401(k)s and pensions. He also advises on rollovers to and investment decisions within Individual Retirement Accounts (IRAs). Additionally, he helps employees who are facing workplace transition with the critical decisions and financial plan adjustments that need to be made to help ensure a smooth progression of their financial life as they enter into their next job or retirement. Steve is a CERTIFIED FINANCIAL PLANNER® professional and Investment Advisor Representative of DeCesare Retirement Specialists a Registered Investment Advisor. He is also life and health insurance licensed in the states of New Jersey and Pennsylvania. Steve is a member of the Financial Planning Association (FPA) and a recipient of the 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020 Five Star Wealth Manager Award. As a financial resource, Steve has been quoted in numerous media outlets including USA Today, Money, Washington Post, The Wall Street Journal, and Bankrate.

About DeCesare Retirement Specialists

Other office location: 10,000 Lincoln Dr. E Ste 201 Marlton, NJ 08053. DeCesare Retirement Specialists is dedicated to providing a systematic,comprehensive, and a client-centric approach to financial planning. We are committed to helping you achieve your financial goals so that your savings can provide for your and your loved ones throughout retirement and thereafter. Our services include (but are not limited to): Retirement Planning, Investment Management, Financial Planning, E-Bridge Tracking Financial Software, Insurance Planning, Tax Planning, Estate Planning. DeCesare Retirement Specialists is an independent wealth management and retirement planning firm dedicated to helping make your life's hard work, work hard for you in retirement. Whether you are just beginning on the road to creating wealth, ready to cross over from the working years to the retirement years, or if you are already retired, we can help. Let DeCesare Retirement Specialists help you transition from work through life.