Yvonne Fu is a financial advisor at Rational Capital Advisors LLC with eight years of industry experience. She holds the Series 65 designation and has worked at Dillon Capital Management and Red Brick Road Capital LLC. Rational Capital Advisors provides financial planning and discretionary investment management to high-net-worth individuals and institutional clients, focusing on a long-term, business-owner investment approach primarily using listed common stocks and tailored portfolios.

James Fisher is a financial advisor at The Aranda Group Advisors, LLC with nine years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates and as an independent contractor. Fisher is a co-chair of Tire Rack Street Survival through the Philadelphia Region Sports Car Club of America and serves on the boards of Nancy's House and the Eastern Montgomery County Chamber of Commerce. The Aranda Group Advisors, LLC serves individuals, high-net-worth families, trusts, non-profits, pensions, and businesses with asset management and financial planning. The firm emphasizes long-term, diversified asset allocation and tax efficiency, offering both discretionary and non-discretionary portfolio management along with access to third-party managers and a securities-based lending program.

Brian Brogan is a financial advisor with Brogan Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Alden Investment Group, Exemplar Wealth Advisors, and Oppenheimer, as well as founding Brogan Group Investment Advisors. Brogan also serves as an adjunct professor of finance and director of the Institute for Financial Business and Economics at Saint Joseph's University. Brogan Asset Management, LLC provides personalized financial planning and discretionary investment management primarily to individual clients. The firm employs a documented investment policy process and combines fundamental, technical, and cyclical analysis to manage portfolios, offering fee-based financial planning without selling commissioned insurance or annuities.

Tyler Breder is a CFP® professional with nine years of experience in the financial services industry. He has worked at PTM Wealth Management, LLC since 2020 and previously held roles at Charles Schwab and The Vanguard Group. PTM Wealth Management is a small, supported registered investment adviser managing approximately $175 million for individual and high-net-worth clients. The firm offers discretionary investment management combined with financial planning, using a long-term investment approach focused on fundamental analysis and primarily employing low-cost mutual funds and ETFs.

Laurence Kagan is a financial advisor at Kagan Coccoza Asset Management with 18 years of industry experience. He holds a Series 66 designation and has worked at the firm since 2010, with a brief period at Goldstein Law Group LLC from 2018 to 2022. Outside of his advisory role, he is involved in restaurant development through Free Hugs, LLC. Kagan Coccoza Asset Management provides discretionary portfolio management and investment supervisory services to individual and high-net-worth clients as well as charitable organizations. The firm manages approximately $165 million across a two-advisor team, emphasizing fundamental value analysis alongside technical and macroeconomic considerations in its investment approach.

Scott Volkers is a financial advisor with The Investment Lab, LLC, holding Series 63, 65, and 66 licenses and having 14 years of industry experience. He has worked at The Investment Lab since 2018 and has prior experience at Cambridge Investment Research and Volkers Capital Corp. Outside of his advisory role, he is a Lead Technical Analyst in integration delivery for Indeed, focusing on product and system support related to job placement services. The Investment Lab primarily develops and licenses U.S.-equity model portfolios centered on Relative Strength technical analysis and fundamental screening. The firm manages affiliated accounts on a non-discretionary basis and distributes its investment strategies through a third-party licensee, serving primarily high-net-worth clients.

Marc Butler is an investment advisory representative with Anthony Petsis & Associates Inc., holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has held roles at BNY Mellon Albridge, Skience, and currently leads multiple consulting ventures focused on wealth management technology and business strategy. Butler is also a co-author of the books Funding a New Business for Dummies and Master Your Money, Secure Your Future, and serves on the board of directors for ProNvest. Anthony Petsis & Associates Inc. provides personalized financial planning and consultative services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm delivers written financial plans and single-subject advice without continuous asset management, employing a process based on fundamental analysis and a mix of long- and short-term purchase strategies.

James Roman Jr. is a financial advisor at Main Street Financial Life Advisors, LLC with 25 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. In addition to his advisory role, he is a principal at Roman & Kulpa, LLC, a certified public accounting firm, and serves as a part-time adjunct instructor at the Fox School of Business, Temple University, co-teaching a capstone seminar for seniors. Main Street Financial Life Advisors, LLC provides discretionary and non-discretionary investment management and reporting to individuals, business entities, trusts, estates, and charitable organizations. The firm integrates tax preparation and accounting services through its affiliated CPA firm and may coordinate insurance solutions via an affiliated insurance agency. Its investment approach involves customized asset allocation using a variety of funds and securities supported by third-party technology platforms.

Louis Fancher III is a CFP® and ChFC® with 29 years of experience in the financial industry. He currently serves as an advisor at 46 Peaks Investment Advisory Group, where he has worked since 2020. Prior to that, he held roles at M Holding Securities, Inc. and KB Financial Partners, LLC. Outside of financial advising, he is treasurer of Pediatric Therapeutics, Inc., a contracting agency. 46 Peaks Investment Advisory Group provides comprehensive financial planning, retirement-plan consulting, and portfolio management for individuals, trusts, estates, charitable organizations, and business entities. The firm tailors investment advice based on client objectives and employs a mix of mutual funds, ETFs, and other investment vehicles, typically managing assets on a discretionary basis.

Brian Coombs is a CFA® charterholder with 11 years of industry experience. He is a financial analyst at Lonnie A. Coombs, CPA, a tax and accounting firm, and has been with Coombs Wealth Advisory, LLC since 2015. Coombs Wealth Advisory, LLC provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, and businesses, offering both discretionary and non-discretionary portfolio management. The firm emphasizes diversified portfolios with mutual funds and ETFs, fundamental analysis, and long-term, tax-sensitive strategies tailored to client goals and risk tolerance.

William Davis is a CFP® professional with 13 years of industry experience, currently serving at Vericrest Private Wealth, LLC since 2023. He previously worked at Ameriprise Financial Services, Inc., Prism Advisory Group, LLC, and APEX Financial Advisors, Inc. Outside of his advisory role, Davis serves on the boards of the Lower Bucks County Chamber of Commerce and the Going Beyond Assistance Fund, works as a performing musician, and teaches as an adjunct instructor in financial planning. Vericrest Private Wealth provides investment management and financial planning services to individuals, including high-net-worth clients, and institutional clients such as retirement plans. The firm emphasizes asset allocation in diversified, low-cost ETF portfolios and employs third-party sub-advisors alongside monitoring and a wrap fee program.

Kevin Auerbach is a financial advisor with Auerbach Investment Services, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 21 years of industry experience, including roles at Brookstone Capital Management, LLC and Ellis Investment Partners, LLC. In addition to his advisory work, Mr. Auerbach is involved with Narbitrader, LLC, a company that offers trading signals for investment decisions, and he is a licensed insurance agent in Pennsylvania. Auerbach Investment Services provides tailored investment management and pension consulting to individuals, including high-net-worth clients, and pension/profit-sharing plans. The firm manages approximately $150 million across about 51 client relationships, utilizing a range of portfolio models and instruments such as stocks, ETFs, options, futures, crypto, and leveraged/inverse ETPs.

Edward Borer is a CFA® charterholder with 56 years of industry experience. He has been with Borer Denton & Associates, Inc. for 21 years and concurrently associated with Henley & Company LLC since 2017. He has also served as a FINRA arbitrator and panelist. Borer Denton & Associates is a SEC-registered investment adviser serving individuals, pension and profit-sharing plans, and businesses. The firm manages approximately $401 million for about 211 clients through a team of four advisors, employing a mix of fundamental, quantitative, and qualitative analysis with a generally long-term investment approach.

Mark Rioboli is a CFP® and Series 65 accredited financial advisor with 22 years of industry experience. He has worked at Webster Street Investment Advisors LLC since 2025 and previously held roles at Modera Wealth Management, LLC and Independence Advisors, LLC. Webster Street Investment Advisors provides discretionary investment management to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm focuses on low-cost, diversified mutual funds and ETFs, applying fundamental analysis and a long-term orientation while customizing asset allocation and portfolio monitoring to each client’s goals and risk tolerance.

David Dewitt is a CFP® and Series 65 credentialed advisor with nine years of industry experience. He has been with DeWitt Capital Management since 2016. DeWitt Capital Management provides discretionary and non-discretionary portfolio management, model-portfolio implementation, financial consulting, and sub-advisory services to individuals, including high-net-worth clients, trusts, and estates. The firm utilizes a combination of fundamental and technical analysis, local company research, and third-party tools to build diversified portfolios and operates an Energy Income Strategy focused on publicly traded master limited partnerships (MLPs).

John Shumski is a financial advisor with Networth Asset Management, Inc. He holds a Series 66 designation and has 20 years of industry experience. Mr. Shumski has worked at several firms including Ausdal Financial Partners, Transitional Broker LLC, and Intercarolina Financial Services. Outside of his advisory role, he serves as president of Shumski Financial Group, which sells insurance and provides consulting for debt and estate management, and he is a board member of the National Association Insurance and Financial Advisors state board. NetWorth Asset Management provides fee-based investment advisory and consulting services to individuals, pension and profit-sharing plans, corporations, and trusts. The firm serves both individual and high-net-worth clients, primarily using model portfolio asset allocations based on stated objectives and conducting regular account monitoring and suitability reviews.

Henry Kwiecinski is a financial advisor at Bishop & Associates Inc in Philadelphia, PA, holding Series 63, 65, and 66 designations with 15 years of industry experience. His work history includes roles at Bishop Capital Advisers LLC, PHL Futures LLC, Bishop Capital Management LLC, and Bishop & Associates, Inc., where he has been active since 2004. Bishop & Associates is a small registered investment adviser managing approximately $32 million for individuals, retirement accounts, charitable organizations, foundations, pension plans, and trusts. The firm utilizes a risk-managed approach called Panoramic Portfolio Management, blending multiple strategies and asset classes, including proprietary large-cap core equity and high-grade fixed-income management, alongside access to non-public investments for qualified investors.

Justin Hill is a financial advisor with Addis & Hill, Incorporated, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Addis & Hill since 2000. Outside of his advisory role, Hill is a partner and owner of A&H Properties, LLC, involved in the buying and selling of commercial and residential real estate. Addis & Hill, Incorporated provides comprehensive financial planning and discretionary investment management primarily to individuals, families, and trusts with investible assets ranging from the mid-six-figure to multi-million dollar levels. The firm employs a data-driven portfolio optimization approach using exchange-traded funds and individual bonds, supported by proprietary and third-party planning software, and collaborates with external professionals for tax, legal, and insurance matters.

Erik Mosholt is a CFP®-certified financial advisor with 34 years of industry experience. He has worked at 46 Peaks Investment Advisory Group since 2020 and previously held roles at M Holding Securities, Inc., KB Financial Partners, LLC, and Equitable Advisors. 46 Peaks Investment Advisory Group provides advisory services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm focuses on comprehensive financial planning and portfolio management using a mix of mutual funds, ETFs, private placements, and third-party separate account managers.

Christopher Zafiriou is a CFA® charterholder and principal at Flax Pond Capital, LLC, with three years of industry experience. He previously worked at Glenmede Trust Company for 14 years before founding Flax Pond Capital. In addition to his advisory role, he provides independent consulting services to a private equity firm. Flax Pond Capital serves high-net-worth individual clients, offering discretionary portfolio management and financial planning tailored to client objectives and restrictions. The firm employs a range of investment strategies, including fundamental and cyclical analysis, and manages substantial assets under a single-advisor model, providing access to diverse investment types through a single custodian platform.