Noah Modica is a financial advisor at Pine Valley Investments with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Pine Valley Investments in 2023, he held roles at several firms including Securian Financial Services, Allied Wealth Partners, Minnesota Life Insurance, and Chubb. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension plans, charitable organizations, and business entities. The firm utilizes a combination of fundamental, technical, and quantitative analysis to tailor client portfolios and offers access to private equity vehicles and third-party managers.

Robert Ricci is a financial advisor at IAMS Wealth Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has been an owner and independent insurance agent at Solid Rock Financial since 1995, specializing in life insurance, long-term care, and annuities. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management tailored to client objectives, utilizing a range of investment strategies including proprietary and third-party model portfolios.

Micah Fretz is a financial advisor at Beacon Capital Management, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Forthright Capital Partners, Forthright Capital Advisory, Eagle Life Insurance Company, and Lincoln Financial Distributors. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a wide range of clients including individuals, pension plans, corporations, charitable organizations, and institutional clients, using data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.

Susan Arnold is a financial advisor at Roffman Miller Associates Inc with 20 years of industry experience. She holds Series 63 and Series 65 designations and has been with Roffman Miller since 2008. Roffman Miller Associates provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.9 billion across about 1,560 client relationships, using a committee-based investment process that emphasizes tailored asset allocation, long-term objectives, diversification, and fundamental research.

Lisa Borrelli is a financial advisor at Bryn Mawr Trust Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has worked at Bryn Mawr Trust Advisors since 2019, following six years at BDO USA LLP. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation that provides discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, and institutional clients. The firm manages approximately $3.51 billion in regulatory assets and employs a combination of strategic asset allocation, tactical adjustments, active and passive management, and proprietary multi-asset solutions.

Frank Mazzuca is a financial advisor at United Capital Financial Advisors with a Series 65 designation and one year of industry experience. His prior roles include positions at Apexium Financial LP and WealthFD, as well as academic appointments at Saint Joseph's University and St. Augustine Prep. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm supports customized investment solutions and operates an affiliated network of legal, trust, lending, and advisory entities.

Stephen Biggin is a CFA® charterholder with three years of industry experience. He has worked at Bryn Mawr Trust Advisors since 2023 and previously held positions at Bryn Mawr Trust and Sei. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other business entities. The firm offers customized investment strategies using a range of vehicles including Independent Managers, mutual funds, ETFs, and private fund platforms, and serves as a sub-adviser to WSFS Bank’s Wealth division and other advisory firms.

Nicholas Adornetto is a CFP® with 20 years of industry experience, currently serving at BCG Securities, Inc. since 2013. He holds a Series 63 designation and is based in Phoenixville, PA. Outside of his advisory role, he dedicates time to fixed insurance products, including life, health, disability, and annuities. BCG Securities offers portfolio management, financial planning, pension consulting, and wealth-management services to retirement plans and individual accounts. The firm employs a diverse investment process using fundamental, technical, and third-party manager analysis, managing accounts on both discretionary and non-discretionary bases.

John Murray is a financial advisor at MissionSquare Retirement with 11 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at Voya Financial Advisors, Inc., GWN Securities Inc., Persante Healthcare, and Medford Medical Supply. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services through its Guided Pathways program. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management, using a multi-team advisory structure to support more than 40,000 participants.

Mark Meseroll is a financial advisor at BCG Securities, Inc. with 17 years of industry experience. He holds the Series 63 and Series 65 credentials and has a background that includes roles at Horace Mann Companies and self-employment since 2007. Outside of his advisory work, he is involved as an insurance broker specializing in life, annuities, long-term care, and disability insurance. BCG Securities serves institutional retirement plans and individual clients, generally those with accounts above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm uses a tailored, non-discretionary approach and regularly engages independent third-party managers while providing both retail and pension consulting through its affiliations with Horace Mann entities.

Gerard Guertin is a financial advisor with Roffman Miller Associates Inc in Philadelphia, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience, including roles at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2012, and has been with Roffman Miller Associates since 2016. Roffman Miller provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, managing approximately $2.9 billion across about 1,560 client relationships. The firm employs a committee-based investment process focused on long-term objectives, diversification, and fundamental research, primarily using individual stocks and bonds with selective use of mutual funds and ETFs.

James Varley Jr. is a financial advisor at Pine Valley Investments with six years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Edward Jones, and Morgan Stanley. Prior to his advisory career, he was employed at the Masonic Home of New Jersey for six years. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individual, high-net-worth, and institutional clients. The firm employs a range of investment strategies including long- and short-term trading, options, and structured notes, and manages both directly managed accounts and pooled investment vehicles.

Triinu Barclay is a financial advisor at Continuum Advisory, LLC with a Series 65 designation and no prior industry experience. Before joining Continuum, she worked at Rassler Financial and Berkshire Hathaway Fox & Roach among other roles. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management services to individuals—including high-net-worth clients—and institutional clients such as pension and profit-sharing plans. The firm uses a range of investment vehicles and offers integrated professional services through its multi-team structure.

Jack Cassidy is a financial advisor at SAX Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 credential and has worked primarily with SAX Wealth Advisors since 2019, with a brief tenure at JP Morgan Chase in 2022. Outside of his financial advisory career, he worked for the Borough of Lincoln Park from 2016 to 2020. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based asset allocation strategy using low-cost, passive mutual funds and ETFs, supplemented by customized fixed-income ladders, third-party sub-advisers, and specialized advisory services including alternative investments and employee benefit plan consulting.

Anthony Pena is a financial advisor at Belpointe Asset Management LLC with a Series 65 credential. He has professional experience spanning roles in real estate and faith-based community outreach prior to his current advisory position. Pena has worked as a real estate agent with Better Homes & Gardens Real Estate and participates in voting on resource distributions for missionaries through the Baptist Resource Network. Belpointe Asset Management serves a wide range of clients, including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and consulting services, utilizing customized portfolios and a mix of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

James White Jr. is a financial advisor at Elm Wealth with eight years of industry experience. He holds a Series 65 designation and has worked at Elm Partners Management LLC since 2017, following a nine-year tenure at PAC Partners. Elm Wealth manages approximately $3 billion in discretionary assets, providing advisory services across a range of clients including pooled investment vehicles, an exchange-traded fund, private and offshore funds, and high-net-worth individuals. The firm employs a rules-based, dynamic asset-allocation strategy utilizing low-cost mutual funds and ETFs and is notable for managing diverse vehicle types including ETFs, private funds, and bespoke managed accounts.

Kevin Cooke is a CFP® professional at Roffman Miller Associates Inc with 16 years of industry experience. He has been with Roffman Miller since 2014. Roffman Miller provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a committee-based investment process focused on long-term objectives, diversification, and fundamental research, managing approximately $2.9 billion across about 1,560 client relationships.

Anita Sopenoff is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her prior roles include positions at Securities America Advisors, Sagepoint Financial, and American General Securities. Outside of her advisory work, she sells life and long-term care insurance through her own business, AMS Financial Group, and participates in the Philadelphia Securities Association. Silver Oak Securities serves individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers personalized portfolio management, unified managed account programs, and financial planning, delivering investment advice primarily on a discretionary basis through a network of over 100 financial professionals.

Magdalena Dobrowolska is a financial advisor at Bryn Mawr Trust Advisors, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at Bryn Mawr Capital Management, WSFS, Wealth Enhancement Group, and CMG Capital Management Group. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, and corporations. The firm utilizes diversified portfolios with Independent Managers, mutual funds, ETFs, and private fund platforms, and offers both discretionary and non-discretionary portfolio management.

Majid Kureshi is a financial advisor at BFC Planning, Inc. with 10 years of industry experience. He holds a Series 66 designation and has been with BFC Planning and Berthel Fisher & Company Financial Services since 2015. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, and trusts. The firm provides financial planning, portfolio management, and access to various investment platforms through a network of approximately 200 advisers.