Nicholas Daniels is a financial advisor with Advisory Services Network, holding a Series 65 designation and one year of industry experience. He has worked at several firms, including Gold Gerstein Group CPA LLC and Richard Hatch CPA. Outside of advisory work, he is an enrolled agent providing tax preparation services through Apex Tax Advisors LLC. Advisory Services Network serves individuals, families, corporations, and charitable organizations by offering portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection through a network of independent advisers. The firm manages approximately $8.6 billion in client assets and provides tailored investment strategies across various asset classes using both discretionary and non-discretionary approaches.

Isaac Keil is a CFP® with 17 years of industry experience, currently affiliated with Fortis Capital Advisors, LLC. His prior experience includes roles at Bank of America and Merrill from 2013 to 2024, and Equitable Advisors from 2008 to 2011. Outside of his advisory work, he is a principal of Isaac Financial, a DBA offering insurance and investment services. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, and institutional clients. The firm offers customized portfolio management and financial planning with a range of active, passive, tactical, and ESG-aware strategies, utilizing model portfolios and third-party sub-advisors.

Larry Jenkins is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Client One Securities since 2012 and operates Jenkins And Associates, where he provides sales and service related to fixed, indexed, and life insurance. In addition to his advisory roles, Jenkins is involved in tax preparation through Best Accounting, Inc. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management via its proprietary platforms.

Kenneth Paul is a financial advisor with Main Street Financial Solutions, LLC, holding the CFP® designation and securities licenses Series 63, 65, and 66. He has 25 years of industry experience, including roles at Purshe Kaplan Sterling Investments and Alliance Wealth Management Group, LLC. He has been with Main Street Financial Solutions since 2018. Main Street Financial Solutions serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses an academic-based, multi-asset class investment approach emphasizing mutual funds and low-cost passive ETFs, while also offering actively managed funds and alternative investments.

Chris Nelson is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He worked at Cantella & Co Inc for 16 years before joining Vanderbilt Advisory Services and Vanderbilt Securities, LLC in 2019. Nelson also serves as President of Afton Capital Management and as an Investment Advisor Representative for the Intercollegiate Tennis Association. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, third-party sub-advisors, and financial planning services, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.

Douglas Bailey is a CFP® professional with 27 years of experience in the financial services industry. He has been with Capital Analysts since 2003 and has worked at Lincoln Investment since 2012. In addition to his advisory roles, he is also licensed as an insurance broker, specializing in life, health, and disability insurance sales. 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, delivering investment management through both discretionary and non-discretionary strategies supported by an in-house research team.

Shawn Seilback is a financial advisor with Csenge Advisory Group, LLC, holding a Series 63 designation and 43 years of industry experience. His career includes roles at FSC Securities Corporation and Travelers, among others. He serves as Treasurer of the Longport Citizens Alliance, a volunteer board focused on community improvement. Csenge Advisory Group offers investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combined fundamental and technical analysis approach, emphasizing relative strength and a top-down market, sector, manager, and risk evaluation, with customized portfolio management through discretionary or model-based strategies.

William Madara is a CFP® and ChFC® with 32 years of experience in the financial services industry. He has been with Advisory Services Network since 2016. In addition to his advisory role, he is a partner at Apex Tax Advisors, where he is involved in tax preparation, and he also works as an independent insurance agent specializing in life, long-term care, and disability insurance. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a variety of portfolio management and financial planning services, using diverse investment strategies and flexible engagement models.

Emily Kamen is a CFP® and Series 66-licensed financial advisor with ten years of industry experience. She is currently with CW Advisors, LLC, where she has worked since 2022, following roles at Mercadien Securities, LLC, Mercadien Asset Management, LLC, and RBC Capital Markets, LLC. Outside of finance, she teaches a weekly yoga class at a fitness studio in Philadelphia. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, charitable organizations, and corporate plans, offering wealth management, financial planning, retirement plan advisory, and family-office services through a Core-and-Satellite investment framework.

James Ward is a financial advisor at BCG Securities, Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and LPL Financial LLC. Outside of his advisory role, he works as a delivery driver for Uber and Amazon Flex. BCG Securities serves institutional retirement plans and individual clients with accounts typically above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm focuses on developing written investment policy statements and tailoring recommendations to client goals, often implementing advice on a non-discretionary basis.

Sean Coyle is a financial advisor at Main Street Financial Solutions, LLC with two years of industry experience. He holds a Series 65 designation. Prior to joining Main Street Financial Solutions in 2023, he worked at CFGI from 2021 to 2023 and has experience at Temple University and the Baltimore Orioles. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers financial planning, investment management, and retirement plan consulting, using an academic-based, multi-asset class investment approach tailored to clients’ objectives and risk profiles.

Steven Tumminello is a financial advisor with BCG Securities, Inc. in Cherry Hill, NJ, holding Series 65 and Series 63 licenses and eight years of industry experience. His career includes positions at BCG Securities, Horace Mann Companies, McMahon Financial Advisors, and Legend Financial Advisors. BCG Securities serves institutional retirement plans and individual clients, typically with accounts above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm focuses on tailored investment policy statements and often implements advice on a non-discretionary basis, utilizing third-party manager due diligence and a range of analytical approaches.

Ray Massey is a CFP® professional with 10 years of experience in the financial services industry. He is currently affiliated with Merit Financial Advisors and PKS Investments since 2026, with prior roles at GlennCo, LLC, Commonwealth Financial Network, The Vanguard Group, gopuff, and Amazon Flex. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm uses a long-term, diversified asset allocation approach with centrally managed model portfolios, supported by an internal investment management team and third-party sub-advisers.

Jamie Baraldi is a financial advisor with Gladstone Wealth Partners in Mount Laurel, NJ, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. His career includes ten years at UBS and seven years at LPL Financial, alongside his current role at Gladstone Wealth Partners since 2019. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers. The firm offers a range of investment options and financial planning services, with a focus on integrating retirement-plan service delivery and institutional manager relationships.

Therese O’Connell is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and bringing 21 years of industry experience. She has worked at Great Valley Advisor Group since 2017 and previously held roles at LPL Financial, Securities America Advisors, Securities America, and Augustine Associates. Outside of her advisory work, she serves as a girls high school lacrosse coach. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, employing individualized portfolio construction and ongoing oversight using a combination of in-house strategies and third-party managers.

Robert Ebling is a CFP® professional with 16 years of industry experience, currently serving at Main Street Financial Solutions, LLC since 2022. He previously worked at Merrill from 2014 to 2022. Ebling is a committee member of The ESOP Association, a nonprofit organization focused on the promotion of employee stock ownership plans. Main Street Financial Solutions serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach, utilizing mutual funds, low-cost ETFs, active funds, individual securities, and alternative platforms while providing financial planning, wealth management, and fiduciary consulting services.

Farrukh Kazmi is a financial advisor with BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 credentials with 25 years of industry experience. He has been with his current firms since 2010 and 2022, respectively. His other business activities include serving as a financial advisor at A&S Asset Management and managing various real estate office buildings. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets through a network of independent adviser representatives who tailor portfolios using multiple investment structures and strategies.

Christine Pollock is a CFP® and Series 66 licensed advisor with 23 years of industry experience. She is affiliated with John Hancock Personal Financial Services, LLC and has worked at Manulife Asset Management and Merrill. Outside of her financial advisory work, she is a certified yoga teacher and teaches classes at local studios in Newtown, PA. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a diverse client base including individuals, trusts, estates, non-profits, and businesses. The firm utilizes technology-driven, generally framed financial plans reviewed by advisers, supporting both high-net-worth and non-high-net-worth clients.

Erik Kalfus is a financial advisor at Main Street Financial Solutions, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC and Hobbs Group Advisors, LLC. Outside of finance, he was involved with Good Life Cafe for two years. Main Street Financial Solutions serves a broad client base including individuals, pension plans, trusts, and charitable organizations. The firm uses an academic-based, multi-asset class investment approach that combines low-cost passive ETFs, actively managed funds, and tailored portfolio strategies.

Matt Breunig is a Series 66-licensed financial advisor with 21 years of industry experience. He is currently with Santander Securities LLC, where he has worked since 2015, including prior experience at Capital One Financial Advisors, LPL Financial, Wells Fargo Clearing, PNC Wealth Management, and Banc of America Investment Services. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.