Heather Tracey is a financial advisor at Meridian Wealth Partners, LLC with 24 years of industry experience. She holds a Series 65 credential and has worked at Meridian since 2017, previously with American Portfolios Financial Services, Inc. and HJ Wealth Management LLC. Outside of advisory work, she is involved in jewelry sales with Origami Owl. Meridian Wealth Partners is an SEC-registered advisory firm managing approximately $1.37 billion for around 707 clients through a ten-advisor team. The firm offers comprehensive financial planning and discretionary portfolio management using a long-term, evidence-based investment approach that incorporates Modern Portfolio Theory and the Efficient Market Hypothesis.

Jordan Cohen is a financial advisor at Thrive Capital Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrive Capital Management since 2018. In addition to his advisory role, Cohen is involved with Thrive Insurance Group, LLC and Thrive Financial Services, LLC. Thrive Capital Management advises individuals, high-net-worth clients, businesses, and charitable organizations, providing discretionary portfolio management, financial planning, and educational services. The firm utilizes diversified model portfolios with fundamental analysis and incorporates third-party sub-advisors to tailor investment strategies.

Edward Rimbenieks is a financial advisor at Sharp Financial with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Inc. and J Alden Associates, Inc. alongside his current role at Sharp Wealth Advisory, where he has been involved in wealth planning and client relationship management since 2019. Sharp Financial serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, other registered investment advisers, and family offices. The firm manages approximately $502 million with a team of seven advisors across eight offices, utilizing a tactical, risk-based investment process that incorporates technical and cyclical indicators to guide dynamic asset allocation and portfolio management.

Catherine Delany is a financial advisor at Meridian Wealth Partners, LLC with a Series 65 credential and one year of industry experience. Her prior roles include positions at Aztec Group, Z21 Corporation, and KPMG. Meridian Wealth Partners is an SEC-registered advisory firm managing approximately $1.37 billion for about 707 clients through a ten-advisor team. The firm offers comprehensive financial planning and discretionary portfolio management for individuals, trusts, estates, and institutional clients, employing a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis.

Steven Mignogna is a financial advisor with Legacy Advisors, LLC in Plymouth Meeting, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Legacy Advisors and M Holdings Securities, Inc. since 2011. Outside of his advisory roles, he serves as a non-compensated search committee member for The Legacy Foundation. Legacy Advisors, LLC oversees approximately $4.18 billion in client assets and provides portfolio management, financial planning, and retirement plan consulting services to a diverse client base including pension plans, charitable organizations, and individual investors. The firm combines fund, fundamental, and technical analysis with manager monitoring and offers both discretionary and non-discretionary management.

Nicholas Bucci is a CFP® with 17 years of industry experience, currently serving as a financial advisor at BLBB Advisors. He has previously worked at Hirtle Callaghan & Co. and holds teaching positions at West Chester University and Jefferson University. He also serves as an adjunct instructor at Immaculata College. BLBB Advisors provides investment management and financial planning to individuals, trusts, corporations, business owners, pension plans, and nonprofits, managing approximately $3.25 billion in client assets. The firm offers a range of risk-based investment strategies, personalized planning, and specialized services such as a Global Macro ETF strategy and an equity covered-call overlay.

Philip Rosenau is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 designations and 17 years of industry experience. He previously worked at LPL Financial and The Prudential Insurance Company of America. Rosenau is involved in multiple investment advisory activities through Great Valley Advisor Group and maintains additional business interests in insurance consulting. 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, utilizing a blend of in-house strategies and third-party managers across various platforms.

Vincent Capone is a financial advisor at StoneX Advisors Inc. with three years of industry experience and holds the Series 66 designation. His prior roles include positions at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. He also assists clients with investments and insurance through a junior advisor role at IM Wealth Partners. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group, utilizing multiple account structures and model-based solutions.

Aaron Stolpen is a CFA® charterholder with nine years of industry experience. He currently serves as a financial advisor at Legacy Advisors, LLC, where he has worked since 2023. Prior to joining Legacy Advisors, Stolpen held roles at Domani Wealth LLC and Tarbox Family Office, Inc. Legacy Advisors serves individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm offers modular financial planning and portfolio management tailored to clients' objectives and risk tolerance, using a combination of fundamental and technical analysis alongside mutual funds, ETFs, independent managers, and select private funds and derivatives.

Kevin Piotrowicz is a CFA® charterholder with 11 years of industry experience. He is currently affiliated with Legacy Advisors, LLC and M Holdings Securities, Inc., having worked at both firms since 2018. Prior to that, he held positions at J.P. Morgan Chase Bank NA and J.P. Morgan Securities from 2015 to 2018. Legacy Advisors serves individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm provides modular financial planning, portfolio management, retirement plan consulting, and oversight of third-party managers, tailoring advice and portfolios to client objectives and risk tolerance using a variety of investment strategies.

Nellie Forst is a financial advisor at Capital Analysts with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Lincoln Investment as well as Capital Analysts. Outside of her advisory role, she manages a rental property as a landlord. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Samuel Feldbaum is a CFP® with 14 years of industry experience and has been with Rockwood Wealth Management, LLC since 2016. He serves as a member of the Finance Committee for the Bucks County Opportunity Council, a nonprofit organization that provides services such as financial literacy, free tax preparation, and food assistance. Rockwood Wealth Management serves individuals, families, and related entities with financial planning, wealth management, and investment management through tailored portfolios. The firm employs a structured, passive investment approach focused on globally diversified allocations and manages several billion dollars in client assets.

Peter Cisick is a financial advisor at O.N. Investment Management Company with 31 years of industry experience. He holds the ChFC® designation and Series 63 license, and has been with O.N. Investment Management since 2016. Cisick is also president of an insurance sales business specializing in individual and group life, medical, disability, long-term care, and fixed annuities. O.N. Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary programs, as well as access to various third-party investment platforms.

Carlie Shorr is a financial advisor at Rockwood Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Foundations Financial Partners and held roles in educational institutions including Temple University and Saint Joseph's University. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses with comprehensive financial planning and investment management. The firm employs a structured, passive investment approach focusing on globally diversified portfolios primarily using mutual funds and ETFs.

Todd Wartman is a financial advisor with Capital Analysts, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with Capital Analysts since 2007 and has also worked at Lincoln Investment since 2012 and FIFTH THIRD SECURITIES, Inc. from 2006 to 2007. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers a range of portfolio management services through a nationwide network of independent advisors and combines discretionary investment management by an in-house team with access to third-party managers.

Patricia Webb is a financial advisor at Summit Financial, LLC with 19 years of industry experience. She holds a Series 66 designation and previously spent 18 years at Canon Capital Management Group. Webb also provides consulting services related to exit planning for business owners through Kaboo Consulting, LLC. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a variety of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, operating a combination of discretionary and consultative platforms.

Andre Robinson is a financial advisor with MissionSquare Retirement who holds Series 63 and Series 66 licenses and has 21 years of industry experience. His career includes roles at Voya Financial Advisors and Citi Group. He is currently associated with both MissionSquare Retirement and MissionSquare Wealth Management. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services including discretionary Managed Accounts and nondiscretionary Fund Advice, which are supported by investment models developed by Morningstar Investment Management.

Andrew Lein is a financial advisor at Girard Advisory Services, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at Girard Advisory Services since 2019, following prior roles at Univest Investments and Univest Bank and Trust Co. Girard Advisory Services is a fee-only registered investment adviser that provides wealth management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation, diversification, and tailored portfolios through a proprietary research process and an Investment Committee, offering both discretionary and non-discretionary management and specialized strategy options.

Gregory Locke is a financial advisor with Advisory Services Network and holds over six years of industry experience. He is also the owner and CPA of Locke and Welsh, P.C., a certified public accounting firm he has operated since 1998. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a broad network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, overseeing approximately $8.6 billion in client assets.

Michael Vanni is a financial advisor with Siebert AdvisorNXT, LLC, holding Series 63, Series 65, and Series 66 credentials and has 30 years of industry experience. He previously worked at Muriel Siebert & Co., LLC and Stockcross Financial Services, Inc. Mr. Vanni splits his time between Siebert AdvisorNXT and Muriel Siebert & Co., both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities by offering investment supervisory services and managed programs through a web-based platform. The firm integrates Modern Portfolio Theory and risk tolerance assessments to build and rebalance ETF/ETN-based portfolios, providing both discretionary and non-discretionary management options.