Paul Gould is a financial advisor at Principal Advised Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors and Lincoln National Life for 15 years. Paul is involved in community activities, serving on the New Member Committee of the Beacon Networking for Life Association and holding leadership roles in the Newtown Presbyterian Church, including Stewardship Chairperson and Session Member. Principal Advised Services provides investment advice and related services mainly to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm integrates proprietary models with third-party tools and operates within the Principal Financial Group family, enabling access to a range of affiliated financial products and services.

Kathelene Burns is a financial advisor at Silvercrest Asset Management Group LLC with 10 years of industry experience. She holds a Series 65 designation and has been with Silvercrest since 2015. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, offering both discretionary and non-discretionary portfolio management alongside services such as bill paying, tax planning, and consolidated reporting. The firm manages approximately $36.5 billion in assets under advisement and employs a combination of proprietary equity and fixed-income strategies supplemented by outsourced CIO, due diligence, and quantitative risk analytics.

Michael Minter is a CFP® with 24 years of industry experience, currently serving at Main Street Financial Solutions, LLC since 2008. He holds Series 63 and Series 66 licenses and is involved in broker education through the Financial Planning Resource Center. Main Street Financial Solutions serves a diverse client base including individuals, trusts, pension plans, and business entities. The firm employs an academic-based, multi-asset class investment approach, utilizing mutual funds, low-cost ETFs, and selectively recommending actively managed funds and alternative investments while providing both discretionary and non-discretionary wealth management and retirement consulting services.

Paul Teufel is a financial advisor at Merit Financial Advisors with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Ameriprise, GlennCo LLC, and Purshe Kaplan Sterling Investments. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by an Investment Committee, while also offering specialized services such as fiduciary and ESOP trustee work.

William Dougherty is a financial advisor at Main Street Financial Solutions, LLC with 26 years of industry experience. He holds the CFP® and CFA® designations and previously worked at HARTFORD Funds Distributors, LLC for nine years. Outside of his advisory role, he is a 20% owner and partner in a real estate investment LLC, where he manages financial responsibilities. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an academic-based, multi-asset class investment approach focused on mutual funds and low-cost ETFs, complemented by the use of Independent Managers and alternative investment platforms, while also providing ERISA fiduciary consulting and institutional-level advisory services.

Jodi Viaud is a CFP® professional with 14 years of industry experience, currently affiliated with The AmeriFlex Group. Her prior roles include positions at Cambridge Investment Research, Osaic/ROYAL ALLIANCE ASSOCIATES, and Sii. She is also the owner of Knox Grove Financial, LLC, a financial services business based in Pennington, NJ. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Steve Nguyen is a financial advisor at Bryn Mawr Trust Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Commonwealth Financial Network, WSFS Wealth Investments, Citizens Securities, Santander Securities, and Sovereign Bank. Outside of advising, he spends part of his time involved in fixed insurance sales. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, endowments, and corporations. The firm offers customized investment strategies using a range of vehicles and serves as a sub-adviser to WSFS Bank’s Wealth division and other entities, combining bank and trust company affiliations with multi-team advisory services.

Hari Sharma is a financial advisor with Santander Securities LLC, holding a Series 66 license and bringing 23 years of industry experience. He has worked with Santander Securities and Santander Bank since 2016, and previously was with CCO Investment Services Corp from 2014 to 2016. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party investment managers and centralized client support.

Charles Toth is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. His prior experience includes roles at Morgan Stanley and Pride. John Hancock Personal Financial Services serves individual clients, trusts, estates, non-profits, and business entities through financial planning and consultative services, using technology-assisted models and third-party software to provide generally framed recommendations across asset allocation, retirement, and estate planning.

James Foley is a financial advisor at Kinetic Investment Management, Inc. in Princeton, NJ, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including AE Wealth Management and Questar Asset Management. Foley is also a licensed insurance agent focusing on annuities and life insurance. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities by offering portfolio management, financial planning, and sub-advisory services. The firm employs a primarily long-term trading approach using various analytical methods and may allocate portions of client portfolios to higher-risk, potentially illiquid investments when appropriate.

Glenn Cohen is a financial advisor at Merit Financial Advisors with over 26 years of industry experience. He holds a Series 66 designation and has previously worked at Commonwealth Financial Network and HD Vest Advisory Services. In addition to his advisory role, he owns a CPA firm that provides accounting and tax services for businesses and individuals. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by an investment committee, while allowing advisors flexibility in portfolio management.

Andrew Gergatsoulis is a financial advisor at Aegis Capital Corp. with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America and Merrill. He is the owner of AG Capital Holdings LLC, an inactive investment account. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports clients with trade execution, clearing, custody, and reporting services.

Danielle Ives is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Great Valley Advisor Group and LPL Financial since 2015. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing both in-house strategies and third-party managers across various platforms.

Christopher Gatsch is a financial advisor with OneSeven who holds a Series 66 designation and has 13 years of industry experience. His prior work includes roles at JP Morgan Chase Bank, JP Morgan Securities, Bank of America, and Merrill. He is also the founder of Alta Vera Securities d/b/a SH Summit, Inc., focusing on sourcing and selling private investment offerings to qualified investors. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes diversified portfolios with a primarily long-term investment approach and utilizes a mix of discretionary and non-discretionary management strategies.

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.

Ansh Gandhi is a financial advisor at Bryn Mawr Trust Advisors, LLC with Series 65 and Series 63 licenses. He has held positions at PGIM, KPMG, Keller Williams, and Rutgers University, among others, accumulating experience across multiple industries. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser serving individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm offers discretionary investment management, financial planning, and retirement-plan fiduciary services, employing a multi-asset approach with a combination of proprietary solutions, third-party platforms, and both active and passive managers.

Mark Kruman is the principal of Bryce Wealth Management in Washington Crossing, PA, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Madison Avenue Securities, Gradient Wealth Management, and operates a legal practice focused on drafting wills and related documents. In addition to financial advising, he maintains an active estate planning attorney practice. Bryce Wealth Management provides financial planning, consulting, and educational seminars to high-net-worth individuals, families, businesses, and charitable organizations. The firm facilitates relationships with third-party money managers, assists with manager selection and paperwork, and monitors manager performance without directly managing client portfolios.

Robert Eng is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Belpointe Asset Management LLC since 2019. He previously worked at Glen Eagle Advisors LLC and J.O.Y. WEALTH PARTNERS. Outside of his advisory role, he is the founder of Joywise, a meditation teaching and coaching business in Princeton, NJ. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, employing a range of strategies from passive to tactical, with customized portfolio solutions supported by affiliated funds and service entities.

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.

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.