Kent R. Addis, Jr. "Chip" - Study Group Leader

Email: caddis@addishill.com

Addis & Hill, Inc.
20 Louella Court
Wayne, PA 19087

Phone: 610-688-9500

Website: www.addishill.com

Specialty: Life Transitions, Investment Advice

William T. Heidig, Principal, Financial Advisor

Email:  bill@fiscalwise.com

FiscalWise, Inc.
55 State Road
Media, PA  19063

Phone:  (610) 891-7760

Website:  www.FiscalWise.com

Specialty: Fixed Income Investing, Retirement Planning and Income Distribution

Kathy Holden, ChFC, CFP

Email:  holdenplanning@verizon.net

Holden Financial Planning
175 Strafford Avenue 
Suite One 
PMB 410 
Wayne, PA  19087-3396

Phone: (610) 574-8178

Website:  www.holdenplanning.com

Specialty: Retirement Accumulation/Distribution, Investment Analysis

Kathleen Plummer, CFP

Email:  plummerkk@cs.com

Plummer & Associates 
48 Rose Valley Road 
Rose Valley, PA  19063

Phone: (610) 565-8074

Specialty: Cash Flow/budgeting, Investment Management, Retirement Planning, Widows

Alan M. Schapire, CFP, CPA/PFS

Email:  ams@librafinancialplanning.com

Libra Financial Planning
280 N. Providence Road
Suite 100
Media, PA  19063

Phone:  (610) 891-0762

Website:  www.LibraFinancialPlanning.com

Specialty: Hourly/Project Planning, Tax Planning

Lehigh County

Kevin Brosious, MBA, CPA/PFS, CFP

Email:  kevin@wealthmanagement1.com

Kevin Brosius
3652 Oakwood Trail
Allentown, PA  18103

Phone: (484) 264-6270

Website:  www.wealthmanagement1.com

Specialty: Retiree, pre-retiree planning

 Luzerne County

Christine G. Falvello, M.S., CFP

Email:  CFalvello@NavigateFP.com

Navigate Financial Advisors
782 W. Butler Drive
Sugarloaf, PA  18249

* Second office in South Bethany, DE  (302) 537-2207

Phone: (570) 788-0960

Website:  www.NavigateFP.com

Specialty: Retirement Planning, Retirement Cash Flow

 Montgomery County

Fred Amrein, Principal

Email:  fredam@amreinfinancial.com

Amrein Financial
PO Box 468
Wynnewood, PA  19096

Phone: (610) 789-1255

Specialty: Retirement Planning, Educational Funding, Investment Management

Jeffrey B. Broadhurst, MBA, CFA, CFP

Email: jeff@broadhurstfinancial.com

Broadhurst Financial
1816 West Point Pike, Suite 128
Lansdale, PA 19446

Phone: (215) 325-1595

Specialty: Comprehensive wealth management for business owners and family businesses

Stan Richelson and Hildy Richelson

Email:  stan.richelson@comcast.net

Scarsdale Investment Group, Ltd.
340 Miles Drive
Blue Bell, PA  19422

Phone: (215) 646-8768

Website: www.AllBondPortfolios.com

Specialty: Investing in Bonds, Counseling small business owners

 New Jersey

Burlington County

Harry Scheyer CPA/PFS, CFP

Email:  harrys@pfacentral.com

Pinnacle Financial Advisors, LLC
11000 Lincoln Drive West
Suite 8
Marlton, NJ 08053

Phone: (856) 797-8082 x223

Website: www.pfacentral.com

Specialty: Comprehensive Personal Wealth Management Services

Delaware

New Castle County

Paul Baumbach, CFA, ChFC, CFP

Email: paul@mallardadvisors.com

Mallard Advisors
273 E. Main Street
Suite E
Newark, DE  19711

Phone: (302) 737-4546

Website:  www.mallardadvisors.com

Specialty: Comprehensive, tax-sensitive portfolio management, Sustainable retirement income planning