Courtney Kauffman is a CFP® professional with seven years at Prowell Financial Management, LLC and a total of four years in the industry. Prior to joining Prowell, Kauffman worked at Lovelace Medical Center for two years. Prowell Financial Management advises closely held companies and their individual owners, focusing on tailored financial organization, planning, and asset management to support ownership succession and complex financial circumstances. The firm typically monitors and coordinates clients’ existing third-party managers while emphasizing liquidity and low-cost investment options for directly managed assets.

Timothy O'Leary is a financial advisor with Manning & Napier Advisors, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes positions at SEI Investments Distribution Co., Raymond James Financial Services, and Nuveen Investments. Outside of his advisory role, he serves as Secretary of the Marlborough Hunting & Fishing Club and is a board member on the Finance Committee of the Concordville Fire and Protective Association. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary and non-discretionary management across various funds and accounts. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection, supported by specialized strategies and affiliated custody and trustee services.

Eugene Long is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He is president of Long Financial Group Inc. and serves as CFO and majority owner of Love Dogs, an online pet merchandise retailer. Additionally, he is a board member of the Scott Township Sewer Authority. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based, client-centered planning supported by proprietary software with an evidence-based investment approach that includes behavioral economics and multiple asset strategies.

Gary Siano is a financial advisor at Founders Financial Securities LLC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Founders Financial Securities since 2022, following a 15-year tenure at NEXT Financial Group Inc. He is also president of Guided Wealth Management LLC, where he is involved in the sales and service of insurance products, and serves as a consultant for Next Phase Financial, LLC, focusing on business succession and exit planning. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing approximately $4.1 billion in assets. The firm offers multiple advisory platforms, including managed portfolios, fee-based variable annuities, and 1031 exchange consulting, while delegating investment philosophies and portfolio management to its IARs.

Robert Campbell is a financial advisor with OneSeven in Malvern, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at B. Riley Wealth Advisors, Inc. and United Advisors Services, LLC. Outside of his advisory role, he is involved with RJ Campbell Investments, LLC, an investment-related business he operates as a DBA. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach with diversified portfolios and access to alternatives, utilizing both discretionary and non-discretionary arrangements.

William Miller is a CFP® professional with 24 years of experience in the financial services industry. He currently works at PKS Advisory Services, LLC and has previously been employed at Ameriprise Financial Services, Inc. Miller also provides fixed insurance advice to clients as an insurance agent. PKS Advisory Services, LLC offers financial planning, consulting, and investment management services to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets and tailors portfolios using a mix of mutual funds, ETFs, independent managers, and individual securities based on clients’ risk tolerance and objectives.

Ayad Amary is a CFP® with 23 years of industry experience, currently serving as a Vice President and Senior Wealth Advisor at Wealthcare Advisory Partners LLC. He has previously held roles at TIAA and Ryan Beck & Co. Outside of his advisory work, Amary is a volunteer board member for Victory House, a nonprofit focused on supporting men and veterans transitioning from homelessness. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising discipline supported by proprietary software and combines passive and active investment strategies informed by quantitative and behavioral analysis.

Thomas Ginty is a CFP® credentialed financial advisor with 15 years of industry experience. He has worked at Wedmont Private Capital since 2021 and previously held positions at Facet Wealth, TD Ameritrade, and Raymond James & Associates. Wedmont Private Capital provides financial planning and discretionary investment management services to individuals, charitable organizations, corporations, and employee benefit plans. The firm employs a primarily passive investment approach based on modern portfolio theory, focusing on diversified, asset-class-weighted portfolios using low-cost index funds and periodic rebalancing.

Timothy Russell is a CFP® with 22 years of industry experience, currently serving at Geneos Wealth Management, Inc. He has been affiliated with The Life Financial Group and Geneos Wealth Management since 2006. Outside of his advisory work, he is an author and involved with The Legacy/Life Institute for Financial Excellence, providing family counseling for a church. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, using a range of analytic approaches and investment strategies tailored to client needs.

Jack Clauser is a financial advisor with Wealthcare Advisory Partners LLC and holds a Series 65 designation. He has two years of industry experience, including prior roles at Alphastar Capital Management and Creekside Insurance Advisors. Outside of advisory work, he is involved in real estate as a licensed sales person with Realty ONE Group Old Towne. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with evidence-based investment strategies and offers access to alternative and private placement investments.

Tamara Higgins is a financial advisor with Regal Investment Advisors LLC and holds Series 63 and Series 65 credentials. She has 26 years of industry experience, including prior roles at Regulus, LLC and Kestra Financial Services, Inc. Outside of her advisory work, she is involved in insurance sales and marketing, and conducts workshops through the TruAdvisor Network, as well as participates in software sales related to estate planning. Regal Investment Advisors, operating as LionShare, offers model portfolio implementation and discretionary investment management services primarily to unaffiliated advisers and their clients, managing approximately $2.88 billion across proprietary and third-party strategies through an enterprise-scale sub-advisory platform.

John Simone Sr. is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wealthcare Advisory Partners since 2018 and is also affiliated with LPL Financial since 2012. Outside of his advisory roles, he is involved in the sales of various insurance products, including life, long-term care, and disability insurance. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, and access to alternative and private placement investments, supported by proprietary technology and an evidence-based investment approach.

Christopher Martin is a CFP® professional with 22 years of experience in financial services. He is currently with AdvisorNet Wealth Partners and has held roles at Cetera and Bank of America. His other business activities include selling fixed insurance products. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, serving individuals, trusts, corporations, and qualified plans through diversified portfolios incorporating equities, fixed income, mutual funds, ETFs, and third-party managers.

Arthur Romano is a financial advisor with Waverly Advisors, LLC, holding a Series 65 designation and four years of industry experience. He previously worked at Forefront Wealth Management for five years and Commonwealth Business Group for eight years. Waverly Advisors is a multi-team registered investment adviser that manages portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations, offering both discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting services.

Andrew Storti is an investment advisory representative with AdvisorNet Wealth Partners, holding Series 63 and Series 66 designations and possessing 21 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and Cetera. He is also a partner and Chief Investment Officer at Brumbaugh Wealth Management. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using a range of asset classes and employs both discretionary and non-discretionary management strategies.

Thomas Hayn is a financial advisor at Aegis Capital Corp. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing, Citizens Securities, Santander Securities LLC, Santander Bank Na, and New England Securities. Aegis Capital Corp. serves individual and corporate clients with investment advisory, financial planning, brokerage, and related financial services. The firm operates as both an SEC-registered investment advisor and a FINRA member broker-dealer, offering a mix of discretionary and non-discretionary advisory programs.

Adam Soloff is a CFP® with 30 years of experience in the financial services industry. He is currently affiliated with Wealthcare Advisory Partners LLC and has a long tenure at LPL Financial. Soloff is also an author, having published a book titled *Mindful Finance*. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach incorporating patented software and behavioral economics, utilizing both passive and active investment strategies alongside dynamic rebalancing.

Sean Wilson is a financial advisor at Wealthcare Advisory Partners LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at JFS Wealth Advisors, Ascensus, and McAdam LLC. Outside of his advisory roles, he was involved with Crabhouse at Two Mile Landing from 2016 to 2018. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth management, investment management, financial planning, and access to alternative and private placement investments using a goals-based planning approach and evidence-based investment framework.

Kevin Ralph is a CFP® professional with 15 years of experience in the financial advisory industry. He is currently with Wealthcare Advisory Partners LLC and has been with the firm since 2018, following prior experience at LPL Financial starting in 2014. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using patented Wealthcare software and incorporates behavioral economics, quantitative metrics, and both passive and active investment strategies.

Henry Supinski III is an investment advisor with Wealthcare Capital Management LLC, holding Series 63, 65, and 66 licenses and four years of industry experience. He previously worked at Affinity Wealth Management LLC and has roles at both Wealthcare Capital Management and Wealthcare Advisory Partners, dividing his time between the two firms. Wealthcare Capital Management LLC is a multi-team SEC-registered adviser managing approximately $3.93 billion for over 5,600 clients. The firm offers comprehensive financial planning and discretionary portfolio management for individual and high-net-worth clients, emphasizing a long-term, evidence-based investment approach with behavioral economics integrated into its strategies.