Rebecca Proetto is a Certified Financial Planner™ (CFP®) with 10 years of industry experience. She has been with Northeast Advisers, Inc. since 2015, where she is part of a four-advisor team based in Paoli, PA. Northeast Advisers, Inc. is an independent, fee-only registered investment adviser managing over $576 million in client assets. The firm serves individuals, retirement plan sponsors, trusts, estates, charitable organizations, and corporations, employing a non-discretionary investment approach guided by a written Statement of Investment Policy and a structured advisory process.

Avi Kantor is a financial advisor at Certior Financial Group, LLC with 29 years of industry experience. He has held roles at Certior Financial Group (formerly Kantor Financial Group) since 2009 and previously worked at VOYA Financial Advisors from 2004 to 2016. Outside of his advisory work, Kantor serves as a board member and treasurer of the National Museum of Wildlife Art in Jackson, WY, and is also a board member of Mental Health and Recovery Services of Jackson Hole. Since 2022, he has worked as a part-time adaptive ski instructor at Jackson Hole Mountain Resort. Certior Financial Group provides personalized financial planning and asset management to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm employs a multi-disciplined, client-tailored investment process that incorporates both active and passive vehicles, emphasizes downside risk mitigation, and manages held-away assets and third-party sub-adviser relationships.

Melissa Devlin is a CFP® professional at Thrive Wealth Management, LLC with seven years of industry experience. She has worked at Thrive Wealth Management since 2018 and previously spent six years at Sei. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, providing investment management, financial planning, and retirement plan consulting. The firm employs a range of strategies including model portfolios, tax-aware management, and the use of independent managers, and it manages approximately $1.28 billion in discretionary assets.

Robert Habig II is a financial advisor with Ellis Investment Partners, LLC in Berwyn, PA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Ellis Investment Partners since 2015. Outside of his advisory role, he serves as a board member of Manor West Commons Owners Association, where he participates in financial oversight and operational decisions. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, providing portfolio management, financial planning, consulting, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework tailored to clients’ risk tolerance and emphasizes diversification and tax-aware management, offering a range of investment options and ERISA retirement plan services.

Matthew Donahue is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He has been with Thrive Wealth Management, LLC since 2018 and previously worked at United Capital Financial Advisers, LLC for five years. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, providing investment management, financial planning, and retirement plan consulting. The firm employs client-specific strategies using a variety of model portfolios and emphasizes tax-aware management, regular portfolio reviews, and rebalancing.

David Newcomb is a financial advisor with Sterling Investment Advisors Ltd. in Berwyn, PA, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Sterling Investment Advisors Ltd. since 2006 and at Purshe Kaplan Sterling Investments since 2011. Outside of his advisory work, he serves as a member of the Board of Elders at Christ Community Church. Sterling Investment Advisors Ltd. provides discretionary portfolio management, retirement plan consulting, and financial planning to individuals, pension plans, charitable organizations, and businesses. The firm manages nearly $1 billion in assets and employs a range of investment strategies, including the use of derivatives and cryptocurrency exposure where appropriate.

Michael Newman is a ChFC® with 23 years of industry experience, currently serving as an advisor at Ellis Investment Partners, LLC since 2012. He also holds a role as a broker for several insurance companies, selling life, disability, long-term care, and fixed annuities. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a dynamic asset-allocation approach with an emphasis on diversification and tax-aware management, and offers a comprehensive suite of ERISA retirement plan services.

Douglas Swope is a CFP® with 24 years of industry experience, currently serving at Stillwater Capital Advisors, LLC. He has worked at Stillwater since 2009 and joined CapFinancial Partners, LLC. (CAPTRUST) in 2026. Stillwater Capital Advisors serves individual and high-net-worth clients, as well as pension and endowment plans, charitable organizations, and corporate accounts. The firm offers discretionary portfolio management, non-discretionary investment advice, and pension/endowment services, utilizing a combination of fundamental and cyclical analysis alongside strategic asset allocation.

Christie Mccoy is a Series 66-licensed financial advisor at Nations Financial Group, Inc. with one year of industry experience. Prior to joining Nations Financial Group, she worked at Wells Fargo Advisors and has a background that includes positions at West Chester University, Giant Food Stores, and 21st Century Cyber Charter School. Nations Financial Group, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and corporate clients. The firm offers a range of portfolio management services and employs a variety of investment strategies using both in-house and third-party managers across different risk profiles.

Peter Cisick is a financial advisor at O.N. Investment Management Company with 31 years of industry experience. He holds the ChFC® designation and Series 63 license, and has been with O.N. Investment Management since 2016. Cisick is also president of an insurance sales business specializing in individual and group life, medical, disability, long-term care, and fixed annuities. O.N. Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary programs, as well as access to various third-party investment platforms.

Peter Kokolus is a CFA® charterholder with 13 years of industry experience. He currently serves as a financial advisor at Mason Investment Advisory Services, Inc., where he has worked since 2026. Prior to joining Mason, he spent 22 years at The Vanguard Group, Inc. Mason Investment Advisory Services, Inc. is an SEC-registered investment adviser managing approximately $15.67 billion across about 1,063 clients. The firm offers fee-based financial planning, separately managed accounts, and institutional services including outsourced chief investment officer engagements, with an investment approach centered on strategic, long-term asset allocation and manager selection.

Christina Mc Cullough is a financial advisor at Modera Wealth Management, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Independence Advisors, LLC for 11 years before joining Modera in 2021. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers a range of services including wealth management, portfolio management, retirement plan consulting, financial planning, tax services, and trust-related services.

Michael Gross is a financial advisor at ValMark Advisers, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with ValMark since 2014. Prior to that, he worked at Ross & Company, PC for 24 years. Outside of investment advising, Gross provides consulting services focused on accounting procedures and serves as an executor for estate administration. ValMark Advisers offers investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based model portfolios and asset allocation strategies implemented via mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing by advisory representatives.

Andre Robinson is a financial advisor with MissionSquare Retirement who holds Series 63 and Series 66 licenses and has 21 years of industry experience. His career includes roles at Voya Financial Advisors and Citi Group. He is currently associated with both MissionSquare Retirement and MissionSquare Wealth Management. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services including discretionary Managed Accounts and nondiscretionary Fund Advice, which are supported by investment models developed by Morningstar Investment Management.

Michael Dedda is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Great Valley Advisor Group since 2013 and also maintains a long-term affiliation with LPL Financial beginning in 2009. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction with oversight through a combination of in-house and third-party strategies.

Ross Phillips is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. He holds Series 63 and Series 65 designations and has previously worked with Catalyst Wealth Partners, AlphaStar Capital Management, Secure Analyzed Financial Engines, and Crash Proof Retirement. Phillips is also involved as a life insurance and annuities agent, providing analysis of clients’ existing contracts and proposed policies. Foundations Investment Advisors, LLC offers financial planning and portfolio management services to individual, high-net-worth, and institutional clients through a large network of affiliated offices. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach.

Marc Hembrough is a financial advisor with Wharton Business Group, LLC, holding a Series 63 designation and bringing 19 years of industry experience. He has been with Wharton Business Group since 2009 and has also worked with Principal Life Insurance Company since 1992. Outside of his advisory role, Hembrough is the owner and board member of Roberts One on One Fitness Studio in Malvern, PA. Wharton Business Group provides discretionary and non-discretionary investment advisory services, retirement plan consulting, and financial planning to individuals, high-net-worth clients, and institutional entities. The firm customizes asset allocations based on client objectives and employs a combination of fundamental, technical, and charting analysis in its investment strategies.

Kimberly Brumbaugh is a financial advisor with AdvisorNet Wealth Partners, holding Series 63 and Series 65 designations and over 28 years of industry experience. She is the founder and CEO of Brumbaugh Wealth Management, LLC, and has held board positions at Mid Penn Bank Holding Company since 2019. Kimberly also serves as an emeritus board member of the Chester County Chamber of Business & Industry and participates in finance committees for local organizations. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, employing both discretionary and non-discretionary management to meet client objectives.

Mary Saylor is a CFP® professional with 12 years of industry experience. She has worked at Choreo, LLC since 2022 and previously spent 12 years at RSM US Wealth Management LLC. Choreo, LLC provides investment and advisory services to a wide range of clients, including individual investors, family offices, endowments, retirement plans, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Robert Schmauk Jr. is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and seven years of industry experience. He has previously worked at Valor Asset Management and LPL Financial. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.