Scott Volkers is a financial advisor at The Investment Lab, LLC with 14 years of industry experience. He has held roles at Cambridge Investment Research Advisors, Inc. and Volkers Capital Corp prior to his current position. Outside of his advisory work, he serves as a Lead Technical Analyst in integration delivery for Indeed, focusing on systems that support job placement services. The Investment Lab primarily develops and licenses rules-based U.S. equity model portfolios to affiliated accounts and a third-party registered adviser. The firm’s approach combines Relative Strength technical analysis with fundamental screening and emphasizes in-house research and data analytics.

Jonathan Liebl is a CFP® professional with four years of industry experience. He has worked at GenRise Wealth Advisors LLC since 2021 and previously held roles at Summit Place Financial Advisors, LLC and Bank of America Private Bank. GenRise Wealth Advisors serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm emphasizes fundamental analysis and strategic asset allocation, managing diversified portfolios that include equities, fixed income, mutual funds, ETFs, and alternative investments.

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.

Joseph Weidenburner is a financial advisor at Aeternitas Investment Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked previously at Apex Financial Advisors, Inc., JRW Financial LLC, and the Defense Logistics Agency. He is also the managing member and attorney of Weidenburner Legacy Law, PLLC, an estate planning law practice. Aeternitas Investment Management is a fee-only registered investment adviser serving individuals, families, trusts, businesses, and charitable organizations. The firm employs a systematic trend-following strategy that integrates technical, fundamental, and macroeconomic analysis, managing concentrated portfolios with explicit market-timing and risk-management rules.

Jeremy Brenn is a CFP® and holds a Series 65 license with 15 years of industry experience. He has been with Sensenig Capital Advisors, Inc. since 2007. Sensenig Capital Advisors serves individual clients, including high net worth individuals, as well as retirement-plan sponsors and participants. The firm focuses on long-term, globally diversified portfolios using Modern Portfolio Theory principles, primarily employing passively managed mutual funds and ETFs alongside fundamental analysis to guide asset allocation and rebalancing.

William Davis is a CFP® with 13 years of industry experience, currently serving as an advisor at Vericrest Private Wealth, LLC. His prior experience includes roles at Ameriprise Financial Services, Prism Advisory Group, and APEX Financial Advisors. Outside of his advisory work, he is an adjunct instructor in financial planning, a performing musician, and serves on the boards of the Lower Bucks County Chamber of Commerce and the Going Beyond Assistance Fund nonprofit. Vericrest provides investment management and financial planning to individuals, including high-net-worth clients, and institutional clients such as retirement plans. The firm employs a fee-only model focusing on diversified, low-cost ETF portfolios and uses third-party sub-advisors, offering a wrap fee program and recommending certain affiliated private pooled funds to qualified clients.

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 57 years of industry experience. He is a principal at Borer Denton & Associates, Inc., where he has worked since 2005. Prior to that, he was associated with Petersen Investments, Inc. and Henley & Company LLC. He has served as a FINRA arbitrator and panelist. Borer Denton & Associates, Inc. is an SEC-registered investment adviser managing approximately $403 million in client assets. The firm provides portfolio management to individuals, pension plans, and corporations, emphasizing individualized investment policies and long-term holdings through fundamental, quantitative, and qualitative analysis.

Michael Lynch is a CFP® with eight years of industry experience and serves as a financial advisor at Lynch Investment Planning, LLC. He has been with the firm since 2018 and also serves as an Army Reserve Officer, supervising and training personnel. Lynch Investment Planning serves individuals, charitable organizations, and employer-sponsored retirement plans by providing investment management, financial planning, pension consulting, and tax preparation services. The firm employs a risk-based, diversified asset allocation approach and acts as an ERISA fiduciary when advising retirement plans.

Andrew Cooper is a CFP® with eight years of industry experience, currently serving as an advisor at Cooper Eagle, LLC since 2021. He previously worked at The Vanguard Group, Inc. from 2001 to 2021. In addition to his advisory role, he provides tax preparation services on a limited basis. Cooper Eagle, LLC offers discretionary and non-discretionary portfolio management and comprehensive wealth management to individuals, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, with tailored financial planning and retirement plan advisory services.

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, Series 65, and Series 66 licenses with 15 years of industry experience. His work history includes roles at Bishop Capital Advisers LLC, PHL Futures LLC, and Bishop Capital Management LLC. 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 offers discretionary portfolio management with a focus on risk management via its Panoramic Portfolio Management approach, employing a Growth-at-a-Reasonable-Price equity style alongside diversified strategies including large-cap equities, fixed income, options overlays, and access to private investments for qualified clients.

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.