Delaney George is a financial advisor at BC Advisors, LLC with two years of industry experience. Prior to his current role, he worked at MAFG RIA Services, Inc. and spent nine years in education from middle school through college levels. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and institutional clients. The firm focuses on non-discretionary investment recommendations based on fundamental analysis supplemented by technical review, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Dominique Flipping is a financial advisor at Van Clemens Wealth Management, LLC, holding a Series 66 designation with one year of industry experience. Prior to joining Van Clemens, Flipping worked at The Vanguard Group, Geneva Financial, and Packerland Brokerage Services. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios using various investment strategies and employs third-party managers alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

Kerri Radimer is a financial advisor at Advisory Services Network with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Advisory Services Network since 2018. She also operates APEX Tax Advisors, a tax preparation business, where she works both during and outside of tax season. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisors. The firm employs a diversified investment approach that includes asset allocation and periodic rebalancing, serving clients through various flexible engagement options.

Kathryn Meidt is a financial advisor with BCG Securities, Inc. and holds a Series 66 designation. She has four years of industry experience and has worked at Horace Mann Companies and Horace Mann Investors, Inc. since 2022. Prior to her financial services career, she was involved in the hospitality industry. BCG Securities serves institutional retirement plans and individual clients with accounts generally above $25,000. The firm provides portfolio management, financial planning, pension consulting, and wealth management services, emphasizing tailored investment policy statements and the use of independent third-party managers.

Matthew Little is a financial advisor at Main Street Financial Solutions, LLC with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. He serves as an advisory board member for the Lakeside Home Owners Association, a nonprofit cooperative. Main Street Financial Solutions serves a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm employs an academic-based, multi-asset class investment approach that emphasizes low-cost passive ETFs while incorporating actively managed funds and other securities, tailoring portfolios to client objectives and risk profiles.

Michael Bukowski is a CFP® with 20 years of industry experience, currently advising at Main Street Financial Solutions, LLC since 2016. He holds a Series 66 license and is based in Newtown, PA. 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 that emphasizes low-cost passive ETFs while also incorporating actively managed funds and alternative investments.

Brian Levy is a CFP® with 10 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors since 2015. He holds a Series 63 license and is also a licensed insurance agent for life, health, and annuity products. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs a discretionary asset allocation approach using proprietary models and third-party managers, offering portfolio customization and technology-driven client reporting.

Nicholas Ferguson is a financial advisor at Gladstone Wealth Partners with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America and Merrill Lynch. Ferguson is also involved with Everest Wealth Partners in an investment-related capacity. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment strategies, with a focus on integrating retirement-plan services and institutional manager relationships.

Joseph Myers is a financial advisor with Calton & Associates, Inc., holding a Series 63 designation and bringing 45 years of industry experience. He has been with Calton & Associates since 2016 and also operates Myers & Company as its owner. Outside of his advisory roles, he serves on the board of Exit Planning Exchange Philadelphia and is a committee member of the Union League of Philadelphia. Calton & Associates serves individuals, retirement plans, trusts, estates, and business entities, offering fee-based portfolio management, financial planning, and commission-based brokerage and insurance products. The firm manages assets through proprietary programs or third-party money managers, using a variety of analytical approaches and sometimes recommending alternative strategies.

Thomas Griffiths is a financial advisor at Great Valley Advisor Group, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Associated Securities Corp., Strategic Wealth Advisors Group, FSC Securities Corporation, and Wells Fargo Clearing. Griffiths has involvement in Griffiths Financial Services and T & Z Financial, LLC for tax purposes. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and oversight through a combination of in-house and third-party strategies.

Ronald Taraborrelli is a CFP® with 29 years of experience in the financial services industry. He is currently with Stratos Wealth Advisors LLC, joining the firm in 2024 after roles at The Vanguard Group and Fidelity Investments. Outside of advisory work, he serves as Director of Finance for Filitalia International, an organization focused on preserving Italian-American heritage. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives. The firm offers customized financial planning and portfolio management using a combination of in-house strategies and third-party managers.

William Walker is a financial advisor with United Capital Financial Advisors in Langhorne, PA. He holds the CFP® and ChFC® designations, as well as a Series 66 license, and has 15 years of industry experience. His prior work includes positions at Mass Mutual Investors Services and METLIFE SECURITIES Inc. He is also involved in selling fixed insurance products including life, health, disability, annuities, and long-term care. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, supported by client-facing technology and research.

Enthony Silva is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, he focuses on helping clients identify what matters most to them and their families to develop tailored strategies aimed at pursuing their financial goals. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Enthony earned his High School Diploma from NorthEast High School and completed an Accredited Certificate Program at the College for Financial Planning.

Frank Zukowski is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His career includes roles at firms such as ARK Global LLC and Guinness Atkinson Asset Management. Outside of advisory work, he serves as an Investment Product Manager for Vanderbilt Securities, LLC, coordinating investment product offerings on the firm’s platform. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm employs a strategic asset allocation process incorporating fundamental and technical analysis and offers a range of portfolio management and financial planning services through independent Advisor Representatives.

Tevin Hill is a financial advisor with Merit Financial Advisors in Newtown, PA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include multiple positions at Commonwealth Financial Network and EisnerAmper Wealth Management. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy managed by an internal investment team and offers customizable model portfolios alongside third-party investment options.

John Lowry is a financial advisor at Advisor Share Wealth Management, LLC in Langhorne, PA with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Redhawk Wealth Advisors, Inc., Newtown Wealth Management Inc., and Envision Investment Advisors, LLC. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and an asset management platform for independent advisers, implementing client strategies through third-party sub-advisers and model portfolios.

Ho Tae Chang is a CFP® professional with 34 years of experience and has been with BCG Securities, Inc. since 2003. In addition to his advisory role, he teaches martial arts classes and serves as treasurer for Messiah United Methodist Church. He also engages in tax consulting and preparation seasonally. BCG Securities is a team-based firm serving institutional retirement plans and individual clients, focusing on portfolio management, financial planning, and pension consulting. The firm emphasizes tailored recommendations often on a non-discretionary basis and regularly utilizes independent third-party managers in its investment approach.

Larry Sfinas is a financial advisor with Secure Asset Management, L.L.C. and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 55 years of industry experience and has previously worked at firms including MML Investors Services LLC, Mass Mutual Life Insurance Company, and Securities America, Inc. Outside of his advisory role, he is CEO and salesman of Guardian Academy & Indoor Range, Inc., a gun range and training facility. Secure Asset Management, LLC primarily serves individual clients with personalized financial planning and discretionary investment management, in addition to providing pension consulting for retirement plans. The firm uses a mix of fundamental, technical, and cyclical analysis across various asset classes and often exercises discretionary trading authority, focusing on individual and plan-level consulting rather than traditional corporate clients.

Robert Donnelly is a ChFC® credentialed financial advisor with 38 years of industry experience. He is currently with Kovack Advisors, Inc., joining the firm in 2023 after roles with Alpha Advisors Alliance, LLC, Woodbury Financial Services, Inc., Questar Asset Management, Questar Capital Corporation, and ProEquities, Inc. Outside of his advisory work, he serves as Vice President of the Southampton Business Association, engaging in local business networking. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, banks, and municipal entities, utilizing a range of internally created and third-party investment models supported by a technology-driven workflow.

Deepak Appaya is a financial advisor with ON Investment Management Company, holding a Series 63 designation and bringing 40 years of industry experience. His prior work includes roles at Ohio National Financial Services and The O.N. Equity Sales Company. Outside of investment advisory, he serves as president of Appaya Financial, a business involved in the sale and service of non-registered insurance products. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of financial planning and portfolio management services, utilizing both discretionary and non-discretionary investment programs.