Christopher Nelson is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 registrations and bringing 16 years of industry experience. His career includes roles at LPL Financial, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. He is also involved in insurance sales, specializing in health and employee benefits life insurance through a separate business entity. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers customized portfolio management and financial planning through a combination of in-house strategies and third-party platforms, with a network of approximately 190 advisors.

Patrick Sabol is a CFP® with 10 years of industry experience. He has worked at Facet Wealth since 2019, previously holding roles at Traphagen Investment Advisors LLC, Univest Corporation of Pennsylvania, and Girard Partners. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, serving a range of households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations with a focus on ETFs and uses technology-driven processes, including machine-learning algorithms, to provide tax-optimized portfolio implementation and ongoing account management.

William Weber is a financial advisor with Capital Analysts in Bethlehem, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Lincoln Investment Planning since 2011 and has been involved with She Said Sunday since 2007. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through independent advisors and firm-managed programs.

Victoria Peters is a financial advisor at Latitude Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at GWN Securities Inc. and Serfass and Serfass, P.C. alongside her current role. Outside of financial advising, she engages in online sales by creating and selling templates on Etsy and manages an email subscription service focused on motherhood. Latitude Advisors serves individuals, high-net-worth clients, and institutional and corporate clients with financial planning, discretionary portfolio management, and pension consulting. The firm uses a combination of in-house and third-party models emphasizing valuation-driven and momentum-based strategies, and it manages approximately $566 million in client assets.

Martin Lang is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and 25 years of industry experience. He has been with Latitude Advisors since 2009 and also maintains a CPA practice at Lang, Faylor, Chomo & Company P.C. Outside of his advisory and accounting roles, Lang serves as president of the Sights for Hope Endowment Foundation, a nonprofit organization. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Nathan Emrick is a Series 66 registered financial advisor with New Edge Wealth, where he has worked since 2024. He has six years of industry experience, including four years with Morgan Stanley. Emrick serves as Investment Committee Chairman and is a member of the Board of Trustees for Good Shepherd Rehabilitation Network. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, and institutional clients, offering wealth strategy, portfolio management, and institutional consulting. The firm combines independent managers, model strategies, and proprietary investment solutions, supplemented by AI-assisted analytics, to tailor portfolios for its clients.

Jonathan Sliney is a financial advisor with Capital Analysts in Bethlehem, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at State Street Bank & Trust and State Street Global Advisors. He also serves as a managing director at T & S Advisors, overseeing payroll management. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through both discretionary and non-discretionary approaches, supported by an in-house Investment Management & Research team and its proprietary mutual-fund screening process.

Dominic Voiland is a financial advisor at Choreo, LLC with one year of industry experience. He holds the Series 65 designation and has worked at Northeast Financial Group, Inc and Berkeley Stone, among other firms. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm offers a range of advisory services such as discretionary and non-discretionary portfolio management, financial planning, outsourced CIO services, and specialized consulting, employing a quantitative and committee-driven investment process.

Robert Nestor is a financial advisor at Mutual of Omaha Investor Services, Inc. with nine years of industry experience. He holds the Series 63 and Series 65 credentials. Alongside his advisory role, he works part-time providing direct care support for individuals with developmental disabilities and at a behavioral health care facility. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, utilizing managed account programs and third-party money manager relationships primarily through a platform partnership with Envestnet.

John Trevisan is a financial advisor at Portfolio Medics, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Porto Financial, Vuori, Lumis Consulting, and Trev Customs. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses and charitable organizations. The firm offers customized portfolios utilizing diversified mutual funds, ETFs, stocks, bonds, and independent managers, employing a range of investment strategies tailored to client objectives and risk tolerance.

Marilee Falco is a financial advisor at CW Advisors, LLC with 15 years of industry experience. She holds the CFP® and ChFC® designations, as well as Series 63 and Series 65 licenses. Prior to joining CW Advisors in 2024, she worked at Agili, P.C. for 13 years and LPL Financial for one year. CW Advisors, LLC is a multi-team firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base that includes individuals, trusts, estates, charitable organizations, and business entities. The firm uses a Core-and-Satellite investment approach incorporating active, passive, quantitative, and ESG strategies.

Hugh Zeffer is a financial advisor at StoneX Advisors Inc. with three years of industry experience. He holds the Series 66 designation and has worked at StoneX Securities Inc. since 2021. Prior to this, he held positions at West Chester University of Pennsylvania, Moravian Hall Square, and Steel Club. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and related services. The firm employs various advisory models and platforms, supporting multiple account structures and investment restrictions.

Daniel Nigito is a CFP® with 40 years of industry experience, currently serving as a partner at SEIA. His work history includes roles at firms such as Cedar Brook Financial, Cadaret, Grant & Co., and MerCap Advisors. He is the owner of American Philanthropic Advisors, LLC, which focuses on the design and administration of charitable trusts. SEIA operates a multi-team advisory platform with approximately 140 advisors, serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm employs a comprehensive investment approach combining strategic macro asset allocation with tactical adjustments, primarily managing assets on a non-discretionary basis.

Richard Fogal Jr. is a financial advisor with Lombard Advisers Incorporated in Allentown, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Lombard Securities Incorporated, Blue Mountain Financial Group, and Primerica Advisors. Outside of his advisory role, he serves as an ordained minister and is an assistant track and field coach for a local high school. Lombard Advisers provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses through a team-based approach. The firm offers both discretionary and non-discretionary portfolio management using fundamental, technical, charting, and cyclical analysis techniques, managing approximately $670 million in assets as of year-end 2025.

Christopher Suttmeier is a financial advisor at Vicus Capital, Inc. with eight years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including Morgan Stanley and MFS Fund Distributors. Outside of finance, he has experience in the sports and manufacturing sectors, including a role at Powerzone Volleyball Center. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm uses a mix of fundamental and technical analysis across various strategies and emphasizes retirement-plan consulting and fiduciary services.

David Caccamo is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He worked for Mutual of Omaha Investor Services and Mutual/United of Omaha for 30 years before joining Sequent Planning in 2019. In addition to his advisory role, he serves as an independent sales representative for Priority Payments Tech Partners, focusing on credit card processing services. Sequent Planning, LLC, operating as Futurity First Wealth Management, is an SEC-registered investment adviser that serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, comprehensive financial planning, and retirement-plan services through a network of independent advisers using firm-developed and third-party investment models within a structured risk framework.

Thomas Ervolina is a Series 66 licensed financial advisor with LaSalle St. Investment Advisors, L.L.C., where he has worked since 2007. He has 21 years of industry experience and also has a background with LaSalle St. Securities. Outside of advisory work, he is involved in preparing tax returns during tax season through Lifetime Tax Service in Allentown, PA. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, managing a notable predominance of non-discretionary assets alongside discretionary portfolios.

David Guensch is a financial advisor at Lombard Advisers Incorporated with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lombard Securities Incorporated since 2016 and at Cornerstone Portfolios, LLC since 2007. He is also involved in outside insurance sales through Cornerstone Portfolios. Lombard Advisers provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary portfolio management solutions using fundamental, technical, charting, and cyclical analysis, with approximately $670 million in assets under management as of the end of 2025.

Scott Brown is a financial advisor at Arkadios Wealth Advisors with 35 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Arkadios in 2022, he worked at Triad Advisors, Inc. for 11 years. Outside of his advisory role, Brown is involved in fixed insurance brokerage, providing term life insurance and fixed indexed annuities when clients have such needs. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through a variety of investment management and financial planning solutions, including advisor-managed accounts, wrap programs, third-party manager access, and retirement plan consulting. The firm integrates fundamental, technical, and cyclical analysis with discretionary portfolio management supported by an internal portfolio team.

William Velekei is a CFP® with 10 years of industry experience, currently serving at Savvy since 2026. He previously worked at Mariner Wealth Advisors and Corbenic Partners, LLC. He serves on the Board of Trustees and the Audit/Finance Committee at the Da Vinci Science Center. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans alongside active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools, specialized sub-adviser strategies, and in-house tax preparation and estate-planning support.