Jennifer Kirby is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Trinity Investment Advisors, LLC since 2012 and joined Alera Investment Advisors in 2025. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans. The firm employs a primarily long-term, fundamental-analysis-driven investment approach and integrates insurance and pension consulting platforms in its service offerings.

Eric Smith is a CFP® professional with 18 years of experience in the financial services industry. He has worked at Kingsview Partners LLC and Kingsview Wealth Management LLC since 2018, following a decade at Edward Jones Investments. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning and portfolio construction with model-based and separately managed strategies, including internally sponsored ETFs and access to alternative investments.

William Miller is a CFP® professional with 24 years of experience in the financial services industry. He currently works at PKS Advisory Services, LLC and has previously been employed at Ameriprise Financial Services, Inc. Miller also provides fixed insurance advice to clients as an insurance agent. PKS Advisory Services, LLC offers financial planning, consulting, and investment management services to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets and tailors portfolios using a mix of mutual funds, ETFs, independent managers, and individual securities based on clients’ risk tolerance and objectives.

Michael Paregian is a CFP® with 24 years of industry experience, currently serving at Bryn Mawr Trust Advisors, LLC since 2023. His prior roles include positions at Bryn Mawr Trust, Lau Associates LLC, and The Vanguard Group Inc. in Wilmington, DE. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management to a range of clients including individuals, trusts, retirement plans, and foundations. The firm offers customized investment strategies using independent managers, mutual funds, ETFs, and private fund platforms, and maintains co-advisory relationships with WSFS Bank and other institutions.

William Walters III is a CFP® professional affiliated with Founders Financial Securities LLC in Chadds Ford, PA, with 42 years of industry experience. He has worked at Wealth Planning Group LLC and Founders Financial Securities since 2010. Outside of his advisory role, he is an insurance broker and owner of a property that supports his business operations. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, employing a variety of investment approaches implemented through multiple platform programs and sub-advisory relationships.

Thomas Ginty is a CFP® professional with 15 years of industry experience, currently serving at Wedmont Private Capital. His prior experience includes roles at Facet Wealth, TD Ameritrade, and Raymond James & Associates. Wedmont Private Capital provides financial planning and discretionary investment management to individuals, charities, corporations, and employee benefit plans, using a fixed advisory fee model. The firm employs a predominantly passive investment approach based on modern portfolio theory, with diversified and tax-aware allocations, while also offering selective use of specialized strategies for qualified clients.

Parker Wine is a financial advisor at CoreCap Advisors with two years of industry experience. He holds a Series 65 designation and previously worked at SEI Investments for four years. His background also includes roles at LaSalle University and the Jim McLean Golf Center. CoreCap Advisors serves individual, retirement plan, and institutional clients by providing discretionary investment management, financial planning, and access to third-party sub-advisors across multiple custodial platforms. The firm employs a relationship-oriented, long-term investment approach that includes mutual funds, ETFs, equities, bonds, and selective use of options and short sales.

Tamara Higgins is a financial advisor with Regal Investment Advisors LLC and holds Series 63 and Series 65 credentials. She has 26 years of industry experience, including prior roles at Regulus, LLC and Kestra Financial Services, Inc. Outside of her advisory work, she is involved in insurance sales and marketing, and conducts workshops through the TruAdvisor Network, as well as participates in software sales related to estate planning. Regal Investment Advisors, operating as LionShare, offers model portfolio implementation and discretionary investment management services primarily to unaffiliated advisers and their clients, managing approximately $2.88 billion across proprietary and third-party strategies through an enterprise-scale sub-advisory platform.

Achilleas Vargiamis is a financial advisor at Impact Partnership Wealth, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at TD Bank and its affiliated entities. Vargiamis is also involved as an independent life insurance agent through The Impact Partnership, LLC. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management while utilizing a combination of third-party strategists, adviser-managed models, and direct indexing in its investment approach.

Lamont Parker is a financial advisor with Lifemark Securities Corp. in Newark, DE, holding Series 63 and Series 65 credentials and having 28 years of industry experience. He has been with Lifemark Securities since 2011 and has worked as an independent insurance agent since 1997. Parker and his wife founded the DVWMG Foundation in 2006, where he serves as president and donates money and food to the community. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers various managed account programs and emphasizes suitability-driven advice tailored through risk assessments.

Frederick Bacani is a financial advisor at Concentric with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Concentric since 2025, following a tenure at Pathstone beginning in 2023 and over two decades at Veritable, LP. Concentric provides discretionary sub-advisory portfolio management and model portfolio construction primarily to other registered investment advisers and financial institutions. The firm employs quantitative portfolio-optimization software combined with qualitative oversight to tailor strategies, offering services that include tax-loss harvesting overlays, ESG overlays, direct indexing, and specialized fixed-income mandates.

Erin Yake is a financial advisor at Sound Income Strategies, LLC with 11 years of industry experience. She holds the Series 63 and Series 66 credentials and has previously worked at firms including Merrill, Ameriprise, Vanguard, and J.P. Morgan. Erin is also involved with Poole Locke Associates, where she participates in client support and fixed insurance sales. Sound Income Strategies serves a diverse client base, including individuals, corporations, pension plans, and other registered advisors, offering services such as asset management, financial planning, and ERISA plan consulting. The firm emphasizes fixed-income and income-oriented investment strategies, utilizing active portfolio management and third-party manager allocations.

Daniel Hauschild Jr. is a CFP®-designated financial advisor with 25 years of industry experience. He currently works at TCFG Investment Advisors, LLC and has previously been affiliated with firms including Mariner, Valley Wealth Managers, Hallmark Capital Management, and J.P. Morgan Securities. TCFG Investment Advisors, LLC is an SEC-registered firm managing approximately $639 million in client assets with a team of 29 advisors. The firm serves individuals, profit-sharing plans, charities, and businesses using a variety of analytical methods and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Bradley Wallick is a CFA® charterholder with 13 years of industry experience. He has been with Regal Investment Advisors LLC since 2018 and previously worked at Canby Grove Capital Inc. and Ct Financial Advisors, LLC. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management primarily to independent investment adviser representatives and, through subadvisor agreements, to other registered advisers. The firm serves a range of clients including individual, charitable, and corporate/business accounts using proprietary and third-party model portfolios.

James Mccrory is a financial advisor with Realta Investment Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has been with Realta Investment Advisors and Realta Equities since 2016. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm employs asset allocation strategies across various investment types and provides portfolio management through both in-house and third-party managers.

Jason Delcollo is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and six years of industry experience. His prior work includes roles at LPL Financial, Hornor Townsend & Kent LLC, and Penn Mutual Life Insurance Company. He also works as a physician with AFC Urgent Care in Aston. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, 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 blend of in-house strategies and third-party managers to tailor portfolios to client objectives.

James Vanderwaal is a CFP® professional with 44 years of experience in the financial services industry. He has been with Kovack Advisors, Inc. since 2015 and has prior experience at Kovack Securities Inc. and Lyons Insurance Agency, Inc. Outside of his advisory role, he is involved with HOPE IN A BOTTLE, a health and wellness venture. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, employing a diversified investment approach primarily through mutual funds and ETFs.

Douglas Waltz is a financial advisor with Founders Financial Securities LLC who holds a Series 66 designation and has three years of industry experience. Prior to his current role, he worked for Liberty Mutual Insurance Company for 35 years. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, access to third-party asset managers, financial planning, retirement consulting, and brokerage and insurance services, with investment approaches implemented through various firm programs and non-traditional delivery methods.

David Schaen is a financial advisor with Northwest Asset Management, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Bank of America and Merrill, as well as a long tenure at Marvin & Palmer Associates, Inc. Outside of his advisory work, he serves as Vice President of the Greenville Country Club board, a volunteer role focused on guiding club policy. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a fiduciary approach centered on Modern Portfolio Theory, strategic asset allocation, and diversified portfolio construction, while also providing a range of financial planning and consulting services.

Thomas Shultz is a financial advisor with Realta Investment Advisors, Inc. in Wilmington, DE, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Realta Equities, Titan Securities, Coastal Investment Advisors, and ProEquities. Outside of his advisory work, he is involved in multiple entrepreneurial ventures, including managing partner roles at Lyfebeast, LLC and AZMedicare101, where he hosts educational workshops on Medicare. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and implements diversified strategies across various asset classes, utilizing in-house and third-party management platforms.