Carl Schultz is a financial advisor at Waverly Advisors, LLC with 45 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Waverly Advisors in 2025, he worked at Forefront Wealth Management, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a co-trustee with a family member and holds power of attorney for his father. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, providing both discretionary and non-discretionary portfolio management alongside financial planning and multi-family office services.

Cheryl Gysi is a financial advisor with Geneos Wealth Management, Inc. She holds a Series 66 designation and has seven years of industry experience. Gysi has been affiliated with Geneos Wealth Management and Life Financial Group since 2015. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and referrals to third-party money managers through traditional and wrap-fee programs, employing a variety of investment strategies including fundamental, technical, and tactical asset allocation.

Matthew Mcgroarty is a financial advisor with Nations Financial Group, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Nations Financial Group in 2023, he worked at Wells Fargo Advisors from 2015 to 2023. Mcgroarty also owns and operates McGroarty Investment Group, providing investment and advisory services. Nations Financial Group, Inc. offers investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach utilizes proprietary model portfolios alongside outside managers, allowing advisors to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Ryan Shanley is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at LPL Financial, Jacobi Capital Management, Hornor, Townsend & Kent, and Penn Mutual Life Insurance Company. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals—including high-net-worth clients—retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.

Robyn Jameson is a CFP® professional with 23 years of industry experience, currently serving at Merit Financial Advisors. Her career includes roles at Purshe Kaplan Sterling Investments and Trinity Financial Partners, where she holds ownership and compliance positions. Outside of her advisory work, she is involved in nonprofit organizations, serving as Treasurer for Intimate Allies and Chair of the Delaware County Christian School Development Committee, and participates on the finance committee of the CRC Watersheds Association. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base, including individuals, retirement plan sponsors, and institutions. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Stephen Weaver is a financial advisor with BCG Securities, Inc. holding a Series 66 designation and nine years of industry experience. He has been affiliated with Horace Mann Investors, Inc. and Horace Mann Companies since 2015 and has owned a tax preparation service, WWM Associates, since 2023. BCG Securities, Inc. serves institutional retirement plans and individual clients with accounts generally above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management. The firm emphasizes tailored investment policy statements and utilizes independent third-party managers while providing both retail advice and pension consulting through its affiliations within the Horace Mann corporate group.

Evan Coffey is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 65 credential and one year of industry experience. He previously worked at LPL Financial and has additional experience at Target, Range End Gold Club, Ursinus College, and East Pennsboro Area High School. Great Valley Advisor Group is a multi-team SEC-registered 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 combination of in-house strategies and third-party managers.

Bryan Minner is a financial advisor at Ausdal Financial Partners, Inc. with 24 years of industry experience. He holds the PFS™ and Series 63 designations and has been with Ausdal since 2009. In addition to his advisory work, he owns and operates Minner & Company, P.C., a CPA firm, and serves as treasurer on the Kenhorst Condo Association board. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm provides investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of discretionary and non-discretionary portfolio options.

Mark Gernerd is a CFP® professional with 10 years of industry experience, currently advising at Modera Wealth Management, LLC. He has worked at Modera since 2022 and previously held roles at The Vanguard Group, INC., Companyvoice, and Fortis Wealth. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and offers integrated accounting, tax, and business coaching services alongside investment management.

Angel Sotomayor Jr. is a financial advisor with Creative Financial Designs, Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior work includes roles at Geneos Wealth Management Inc, The Life Financial Group Inc, and Parsonex Advisory Services, among others. Outside of advising, he is involved in teaching and counseling at Life Institute. Creative Financial Designs serves individual, corporate, and institutional clients with investment management and financial planning services. The firm uses asset-class model allocations with various risk objectives and offers unique features such as Biblically Responsible Investing strategies and flexible billing options.

Bernard Comber Jr. is a financial advisor with Capital Analysts in Exton, PA, holding a Series 63 designation and 32 years of industry experience. He has been with Capital Analysts since 2003 and has also maintained his own CPA practice, Comber & Associates, P.C., since 1993. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, providing discretionary and non-discretionary portfolio management supported by an in-house investment management and research team. The firm offers customized portfolio solutions and emphasizes fiduciary responsibility in managing approximately $8.8 billion in assets across its network of advisors.

Jack Causa is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 63 designation and bringing 44 years of industry experience. He has been with Ausdal Financial Partners since 2009. Outside of advisory work, he is involved in life and equity-indexed annuity sales and serves as president of a family LLC that manages a hunting camp property. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services including in-house and third-party investment programs, retirement plan services, and licensed insurance products.

Michael Giongo is a financial advisor at Mutual Advisors, LLC with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at MassMutual, MML Investors Services, and Lincoln Financial Advisors Corp. Outside of his advisory role, he owns ERX Wealth, LLC, an insurance agency specializing in fixed insurance products, and serves as an independent sales representative for Merchant Advocate, a merchant accounts review service. Mutual Advisors, LLC manages approximately $6.75 billion through a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plan participants. The firm offers a range of services including asset management, financial consulting, and ERISA plan advisory, employing a mix of passive and active investment strategies tailored to client objectives.

Michael Butterworth is a financial advisor with BFC Planning, Inc. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. His prior work includes roles at Sagepoint Financial, Inc., MML Investor Services, Inc., and MassMutual Life Insurance Company. Outside of his advisory work, he owns and operates a tax preparation service and a special needs planning group that assists individuals and families with obtaining public benefits and related advocacy. BFC Planning, Inc. serves a diverse client base, including individuals, corporations, pension plans, and trusts, through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms, employing a range of investment strategies while excluding futures, hedge funds, and digital assets.

Andrew Quintois is a financial advisor with Summit Wealth Group, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining Summit in 2026, he worked at SEI Investments Management Corp. and SEI Investments Distribution Co. for seven years, among other roles. Outside of his advisory work, Quintois coaches and referees for USA Hockey. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes portfolio allocations based on clients’ financial profiles and employs a range of analytical strategies, often utilizing third-party money managers and ongoing account monitoring.

Bryan Cogliano is a CFP® professional with 24 years of industry experience, currently serving at Arkadios Wealth Advisors since 2021. He previously worked at Lincoln Financial Advisors for seven years. Outside of his advisory role, he is involved in offering various insurance products and life settlements and is the sole owner of insurance-related entities managing health and life insurance commissions. Arkadios Wealth Advisors is a multi-team, SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers a range of portfolio management and consulting services, utilizing a customized investment approach that combines fundamental, technical, and cyclical analysis.

Daniel Brady is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC. He previously worked at Planning Capital Management for 12 years. In addition to his advisory role, Brady is a Certified Public Accountant and serves as an executive of the Philadelphia Financial Planning Association. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management and financial planning services.

Dominic Defreece is a financial advisor with Encompass More Asset Management LLC, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior roles include positions at Verity Asset Management and Appreciation Financial. Outside of his advisory work, he owns DeFreece Financial Solutions, which provides insurance, real estate, and financial education services, and he is employed as a life insurance agent with Baltimore Life. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based investment strategies combining proprietary models and third-party sub-advisers, offering a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and digital-asset related exposures.

Leslie Young is a financial advisor at Modera Wealth Management, LLC with 17 years of industry experience. She holds the ChFC® designation and the Series 66 license. Prior to joining Modera Wealth Management, she worked at Independence Advisors for five years. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios supplemented by independent managers, private placements, and optional ESG integration.

Evan Young is a Series 65-licensed financial advisor at Great Valley Advisor Group, LLC with one year of industry experience. Prior to joining Great Valley Advisor Group, he held positions at McLanahans Market and SEI, and he has a background that includes five years at PSU and experience in education roles from 2015 to 2021. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers a range of investment management and financial planning services, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party platforms.