Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.

I founded Earndex to help others find and remain on a path to financial security. I have deep expertise in all subject areas of financial planning including investments, retirement planning, insurance, tax planning, employee benefits, estate planning, and more. My job is to ensure you stay on course to achieve your long-term financial goals. While I work with a broad range of clients, I have significant experience working with business owners, particularly with solo service providers. Outside of work, I am a dedicated husband and father of two. I enjoy skiing, golf, and cooking for family and friends.

Mike founded Whitford Financial Planning after working in the financial services industry for 25 years. He learned the importance of planning ahead and giving back by observing his parents manage their household finances. Mike wanted to become an advisor so he could help people make informed financial decisions. He started his career with Vanguard in a mutual fund accounting role but quickly realized he wanted to work directly with clients. While at Vanguard he completed the Certified Financial Planner (TM) coursework and first became an advisor. Mike then transitioned to Rodgers & Associates where he was able to provide more in-depth tax and retirement planning services and helped to build and manage a team of advisors. At Whitford Financial Planning, we specialize in retirement, taxes, and inheritance planning. Our comprehensive services are designed to coordinate your investments, tax strategies, retirement income needs, insurance, and estate planning goals. From day one, we work to maximize the efficiency of your financial resources, and as a fiduciary, we provide solutions that are always in your best interest. Through regular meetings and communications we keep your plan on track by adjusting to economic conditions, tax law changes, and updates to your personal situation. With Whitford as your financial partner, we help you do the little things right and avoid possible costly mistakes. Visit our website to learn more! There you can schedule a call to discuss your financial goals and determine if our services are a good fit.

I founded Overture Wealth Management to help pre-retirees, retirees, and small business owners make smart, tax-efficient financial decisions. My approach emphasizes clear guidance, low-cost investing, tax minimization, and disciplined portfolio management. When I launched my firm, I began my career at UBS in Pittsburgh in 2003. Early in my career, I recognized that the traditional brokerage model didn’t fully align with my vision of putting clients first. I joined Vanguard in 2004, where I spent 14 years developing expertise in retirement planning, investor education, and portfolio management. Before founding Overture, I served for six years as a Wealth Manager at a Philadelphia-based RIA, advising high-net-worth families, small business owners, physicians, and executives. I hold both the CERTIFIED FINANCIAL PLANNER® and Chartered Financial Analyst® designations and live near Philadelphia with my wife and two daughters. Outside of work, I enjoy skiing, biking along the Schuylkill River Trail, and cheering on the Steelers and Pitt Panthers. Whether you’re nearby in the greater Philadelphia area or elsewhere in the U.S., I’d be happy to arrange a complimentary introductory meeting to discuss your financial goals.

My firm, CJ Perry Financial, provides the opportunity for ongoing financial advice. Our clients generally include people who are planning to retire soon or who are recently retired. We’re available to answer your questions and address your concerns. We have two primary advisory service offerings: 1) Wealth Management Services Includes Investment Management Services and Comprehensive Financial Planning. 2)Project-Based Financial Planning As a one-time engagement. Here we assess aspects of your financial life, determine goals, and provide you with a financial plan to address those goals. As part of our Wealth Management offering, Investment Management Services includes appropriate asset allocation, security selection, rebalancing, tax considerations, and ongoing maintenance. Comprehensive Financial Planning involves helping you identify your financial and life goals and developing a plan to address those goals. This may include cash flow analysis, debt management and budgeting, Social Security claiming strategies, health care planning, estate and tax management, risk management, and retirement transitioning.

Michael Henzes, CFP®, MBA, EA Hi, my name is Mike. If you’re looking for someone to help you objectively answer a couple questions or guide you through the variety of financial/life events you’ll be experiencing over the next 20-40 years; you’ve come to the right place!!! My mission is to help you use your human and financial resources to live your best life NOW and in the FUTURE. Some ways we’re different from other advisors: Advice Only – Never worry about being sold something you don’t want. No upfront fees – You get billed after the work is done - not before. CFP® Professional – Rigorously trained and dedicated to your best interest. Choice – You choose the level of service that fits your needs. Low annual fee – Planning and investment management for one low fee. No minimum asset requirement – We base our relationship on the value we bring NOT the value of the accounts you bring. I'm originally from Northeast Pennsylvania (Blakely, PA) and currently live in Southeast Pennsylvania, Western Montgomery county (Pottstown, PA). I attended the University of Pittsburgh and finished my last two years at West Chester University of Pennsylvania where I earned a Bachelor of Science degree in Accounting. I went on to earn my MBA, with a concentration in Finance, from St. Joseph’s University in Philadelphia and hold a certificate of completion from the College for Financial Planning’s Elite-CFP education program. I am a CERTIFIED FINANCIAL PLANNER™ professional and an enrolled agent admitted to practice before the Internal Revenue Service. I've accrued more than 23 years of experience in the accounting and financial services industry in a number of different capacities. Most notably, I served as a Regional Director for a leading global provider of outsourced asset management where I had the opportunity to work with hundreds of advisors and see, first hand, how great firms operate and serve their clients. You can learn more about my professional background here: LinkedIn: https://www.linkedin.com/in/finplanningspecialist/ On the personal side, I've been married for over 20 years and have four children. I enjoy tinkering, working on cars, being in the outdoors and I'm a basketball enthusiast. If you’d like to talk and further explore how we might be able to help, I would encourage you to give us a call, send an email or use the scheduling app on our website. I sincerely appreciate your interest and look forward to connecting with you soon. – Michael Henzes

I founded Alegre Wealth Management with a simple belief, money should be a source of freedom, joy, and alignment, not stress. After years advising high-net-worth clients and leading financial planning teams, I’ve learned that true wealth isn’t measured by what you have, it’s defined by how intentionally you use it. At Alegre, I partner with professionals, families, and business owners who want more than just investment management, they want a thoughtful, ongoing relationship with a planner who understands their goals, values, and life transitions. My role is to bring clarity to complexity, structure to opportunity, and a sense of calm to your financial life. With a planning approach that blends strategy and empathy, I help clients design lives that feel as good as they look on paper. Whether we’re building a comprehensive wealth plan, refining investments, or preparing for a major life shift, my goal is the same: to guide you toward a life that feels balanced, purposeful, and as our name reflects, alegre, full of joy.

You have worked your tail off to establish yourself and are looking for some help with the growing complexity of your financial situation. You’ve probably had a few jobs by now, a few different retirement plans, and maybe you’re staring at a growing checking or savings account that you know you should do “something” with, but just aren’t sure where to start. Or, you’re still looking at student loan balances and wondering when they will ever be gone. Traditional financial advice has exclusively catered to older people with large nest eggs to manage (read: bill), leaving younger people with water cooler advice and whatever Google suggests. Or, worse yet, they’ve had to get a financial plan from an insurance agent that just wants to sell them life insurance. Eek. All of this is crazy to think about. Younger people make a tremendous amount of financial decisions that ultimately lay the foundation for the rest of their financial lives, and yet they won’t see the impact of most of their decisions for decades. Marriage, family, moving, buying cars, new jobs, retirement plan selections, and on and on. All of these decisions have financial impacts I worked for large national firms that encouraged us to work with clients that had the most money. Over time, I found I wasn’t enjoying it as much as I enjoyed working with younger clients. I wanted to hear about new jobs, new houses, babies, etc. I found that I just really preferred to help younger clients make great financial decisions in alignment with what’s important to them and that’s why I started Meaningful Wealth Management LLC. My clients don’t think of their money as a balance, but rather what it can do for them. Maybe it’s a certain trip every year, or a certain trip every year when they stop working. Or, maybe it’s retiring earlier than their parents did. Perhaps it’s an addition to their home so Mom doesn’t ever have to be far away. Whatever it is, let’s build a financial plan to help you accomplish the goals that are meaningful to you. It’s no accident most of my bio was spent talking about you! That’s what’s important, after all. But, since you’re here to check me out…I’m a CFP® practitioner, a Chartered Retirement Planning Counselor™, and a fee-only, fiduciary financial planner that specializes in Gen X and Gen Y. I also specialize in the employees of Merck and helping them make the most of their benefits. I leverage technology to meet clients wherever they are (at home in PJ’s is fine!) and use it to make their financial planning experience enjoyable. I’m a “dog person,” and I genuinely love financial planning. I look forward to meeting you!

Tarif Carson, CFP®, serves as the Director of Portfolio Strategy & Wealth Planner at 2nd Story Wealth Planners, LLC, where he blends nearly 20 years of portfolio management expertise with his passion for cultivating meaningful client relationships. He designs and oversees the investment portfolio models that guide clients toward their financial goals, while also working directly with clients to deliver personalized financial strategies that align with their values, aspirations, and long-term legacies. Throughout his career, Tarif has partnered with many clients—from high-net-worth individuals managing significant portfolios to underserved communities striving toward financial independence. His professional journey includes roles as a Senior Lead Planner at Facet Wealth, where he helped clients achieve major life goals such as early retirement, homeownership, and world travel, and as a Senior Financial Advisor at Vanguard, managing over $500 million in assets while collaborating with clients and their tax professionals to ensure tax-efficient decisions. Tarif’s approach to planning evolves as life changes, ensuring clients' financial plans remain flexible and forward-looking. In addition to his technical expertise, Tarif believes strongly in the power of personal growth and financial legacy. His guiding philosophy: "Your beliefs become your thoughts, your thoughts become your words, your words become your actions, your actions become your habits, your habits become your values, your values become your destiny," serves as the foundation for how he advises clients on building lasting legacies for their families. Outside of his professional role, Tarif is focused on planting the seeds of a meaningful legacy for his family and helping his clients do the same—building not just wealth, but values that endure across generations. His commitment to mentorship extends this philosophy, as he is dedicated to guiding and developing aspiring financial planners. Through mentorship, Tarif ensures that the next generation of financial professionals upholds the same standards of integrity, service, and the pursuit of financial empowerment. Tarif earned a Bachelor of Science in Finance from the first HBCU Cheyney University and holds the CERTIFIED FINANCIAL PLANNER™ designation. He is also a member of the Financial Planning Association, Association for African American Financial Advisors and a VITA Volunteer who helps income tax payers accurately prepare and file taxes

Hi, I’m Alan Rhode, Founder and CEO of Modern Wealth, an independent, fee-only fiduciary specializing in financial planning and business advisory services. I focus on helping entrepreneurs and small business owners align their personal, financial, and business goals to create a life filled with purpose, passion, and success. I’m able to achieve this by integrating Financial Planning, Wealth Management, Value Acceleration Methodology™, Exit Planning, and Life Planning into a personalized strategy that is tailored to every client. With over a decade of experience and active memberships in the CFP Board, The Investment and Wealth Institute, The Value Growth Company, The Exit Planning Institute, and the Kinder Institute of Life Planning, I’ve helped individuals, families, and businesses navigate their financial journeys with confidence. I’m honored to be recognized as a Top 100 Financial Advisor, with my insights featured in Yahoo Finance, Morningstar, ETF.com, The New York Times, MarketWatch, Markets Insider, ABC, NBC, and Fox Business. As a Penn State University graduate with a Bachelor of Science in Finance, I’ve also earned top industry credentials, including CFP® Pro, Certified Private Wealth Advisor® from Yale School of Management, Certified Value Growth Advisor® from the Value Growth Community, Certified Exit Planner® from the Exit Planning Institute, and Registered Life Planner® from the Kinder Institute of Life Planning. Beyond helping people grow their wealth, grow their businesses, optimize financial plans, or plan their exits, I love embracing life’s adventures. You’ll often find me auto-cross racing, cheering for Philly sports, working out, or relaxing on the beach. I also enjoy sipping a rare bourbon or full-bodied Cabernet and, most importantly, making memories with my family and friends—they’re my world. I live in Blue Bell, PA, with my wife Jamie, daughter Joey, and our Goldendoodle, Enzo. Whether you’re looking to build, grow, or transition your wealth, I’m here to help you create a plan that aligns with your goals and the life you want to live.