WINNER
Diener Money Management, Seth J. Diener (Horsham)
FINALIST
Seth Gansman, Morgan Stanley (Blue Bell)
Harvest Advisers, Sean Cook, CFP (Fort Washington)
Valerie-Clark Roden, “Wealth for Women,” Hotaling Investment Management LLC (Wayne)
Jason Breznicky, 1847Finacial (Conshohocken)
NOMINEE
Secure Planning Group (Horsham)
Lincoln Investment (Wyncote)
Canon Capital Wealth Management (Hatfield)
First Senior Financial Group (King of Prussia)
Bruce T. Hotaling, Hotaling Investment Management, LLC. (Wayne)
VOYA Financial Advisors (Blue Bell)
Attelboro Wealth Management (Willow Grove)
Scharf Group (Narberth)