Jared Reilly is a CFP® with 18 years of industry experience, currently serving as a financial advisor at CW Advisors, LLC. Before joining CW Advisors in 2024, he spent over 16 years at Mercadien Securities, LLC and Mercadien Asset Management, LLC. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, and various business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, and offers wealth management, financial planning, family office services, and retirement plan advisory.

Brett Danko is a CFP® professional with 18 years of industry experience, currently serving at Main Street Financial Solutions, LLC since 2002. He is also the managing member of Brett Danko, LLC, through which he provides educational and instructional services to financial planning candidates and those interested in learning financial planning. Main Street Financial Solutions serves a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm employs an academic-based, multi-asset investment approach that emphasizes low-cost passive ETFs alongside active management, tailoring portfolios to client objectives and risk profiles.

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 16 years of industry experience. He has worked at Fortis Capital Advisors, LLC since 2024 and previously spent 11 years with Bank of America and Merrill. Outside of his advisory role, he operates Isaac Financial, a business offering insurance and investment services. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring, implementing a variety of strategies across passive, active, tactical, blended, and ESG-integrated approaches.

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.

Akhil Giri is a financial advisor at BFC PLANNING, Inc. with a Series 66 credential and one year of industry experience. He has previously worked at True Capital Partners and Berthel, Fisher & Company Financial Services, Inc. from 2021 to the present. 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 under management through a network of independent adviser representatives.

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 26 years of industry experience. He is associated with Capital Analysts and has also worked at Lincoln Investment since 2012. In addition to his advisory role, he is engaged in life, health, and disability insurance sales. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, utilizing an in-house investment management team with proprietary tools, and maintains close affiliations with Lincoln Investment and Pershing/BNY.

Shawn Seilback is a financial advisor with Csenge Advisory Group, LLC and holds a Series 63 designation. He has 42 years of industry experience and has worked at firms including FSC Securities Corporation and Travelers. Outside of his advisory role, he serves as Treasurer for the Longport Citizens Alliance, a volunteer board focused on community improvement. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, asset-allocation advice, financial planning, and corporate retirement plan consulting through a network of independent advisors, using a top-down investment approach that combines fundamental, technical, and relative-strength analysis.

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® with nine years of industry experience, currently serving as a financial advisor at CW Advisors, LLC since 2024. Her prior work includes roles at Mercadien Securities, LLC and Mercadien Asset Management, LLC from 2021 to 2024, and RBC Capital Markets, LLC from 2016 to 2020. Outside of finance, she teaches a weekly yoga class at a fitness studio in Philadelphia. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and offers wealth management, financial planning, retirement plan advisory, and family office services.

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 with eight years of industry experience. His career includes roles at BCG Securities since 2019 and Horace Mann Companies since 2019, along with prior experience at McMahon Financial Advisors and Legend Financial Advisors. BCG Securities serves institutional retirement plans and individual clients, generally those with accounts above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes tailored recommendations based on written investment policy statements and regularly uses independent third-party managers to support both long- and short-term strategies.

Ray Massey is a CFP® certificant and holds Series 63 and Series 66 licenses, with 10 years of experience in the financial services industry. He has worked at Merit Financial Advisors and PKS Investments since 2026, and previously held roles at GlennCo, LLC., Commonwealth Financial Network, and The Vanguard Group, Inc. Massey has experience in both investment advising and financial planning. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach managed by internal teams with customization options for advisors.

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.