Milan Winters is a financial advisor with AssuredPartners Investment Advisors, holding Series 63 and 65 licenses and bringing 14 years of industry experience. Prior to joining AssuredPartners Investment Advisors in 2024, he worked at Lighthouse Financial Wealth Management, LLC for 13 years. In addition to his advisory role, he has worked as an independent insurance agent since 2011. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets through a team of advisors across multiple offices and offers both discretionary and non-discretionary portfolio management with model and custom portfolios.

Marcel Pfister is a financial advisor with Compound Planning, Inc. He holds Series 65 and Series 66 licenses and has 11 years of industry experience, including roles at Goldman Sachs & Co. and SVB Wealth. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and consulting. The firm employs a customized, risk-based investment approach using low-cost ETFs, direct indexing, alternative strategies, and third-party sub-advisors.

Christopher Schank is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked with Northwestern Mutual in various capacities from 2011 to 2019 before joining Wealthcare Advisory Partners and affiliated LPL Financial in 2019. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising discipline incorporating proprietary technology and behavioral economics, offering both passive and active investment strategies along with dynamic rebalancing.

Timothy June is a financial advisor with NFSG Corporation, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Hancellor Financial Group WB LP since 2015 and Newbridge Securities since 2011. NFSG Corporation is an SEC-registered investment adviser offering discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis and employs both long- and short-term strategies, often utilizing third-party asset managers and providing ongoing monitoring and rebalancing.

Debra Kriebel is a CFP® professional with 27 years of industry experience. She is currently with CW Advisors, LLC and previously worked for Pinnacle Advisory Group, Inc. for 25 years. She is also a partner in Waypoint Consulting Group, a non-investment-related business based in Columbia, MD. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, and charitable organizations. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies while providing wealth management, family office services, and retirement plan advisory.

Frank Hines is a financial advisor with Bryn Mawr Trust Advisors, LLC and holds Series 63 and Series 65 designations. He has 20 years of industry experience, previously working at Commonwealth Financial Network, WSFS Wealth Investments, Susquehanna Financial Group, LLP, and Global Execution Brokers, LP. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to a range of clients including individuals, trusts, retirement plans, endowments, foundations, and corporations. The firm offers customized investment policy statements and diversified portfolios using independent managers, mutual funds, ETFs, proprietary separate accounts, and third-party private fund platforms, and maintains co-advisory relationships with WSFS Bank and other institutions.

James Graves is a Certified Financial Planner (CFP®) with 31 years of industry experience. He is currently with Wealthcare Advisory Partners LLC and has worked at Bank of America and Merrill. Graves is a partner in a private equity limited partnership associated with Morgan Stanley Private Markets Fund Employee Investors III LP. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using proprietary Wealthcare software and incorporates both passive and active investment strategies along with dynamic rebalancing when appropriate.

Joshua Rothbard is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 63 designation and 25 years of industry experience. He has worked at Wealthcare Advisory Partners since 2018 and has been associated with LPL Financial since 2015. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm utilizes a goals-based, client-centered planning approach supported by proprietary software and applies an evidence-based investment framework incorporating behavioral economics and quantitative measures to construct long-term portfolios.

Keandre Buckham is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 credential and beginning his advisory career in 2026. Prior to entering the financial industry, he held various positions across different sectors, including logistics and food services. Sound Income Strategies is a fee-based investment adviser serving a diverse client base, including individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers specialized services such as family-office and special-needs planning.

Robert Richards is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 66 credential and 21 years of industry experience. His career includes roles at M.S. Howells & Co., Cadaret, Grant & Co., Inc., and several financial services firms between 2012 and 2019. Richards also provides financial advisory services related to life and disability insurance policies. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based, client-centered planning supported by proprietary software with an evidence-based investment framework that includes fundamental and technical analysis and access to alternative investment solutions.

Andreas Wochtl is a CFP® professional with 12 years of industry experience, currently serving at Wealthcare Advisory Partners LLC. His prior roles include positions with Wells Fargo Clearing, Citizens Securities, Inc., and Edward Jones. He is a board member of the Swedish American Chamber of Commerce. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using proprietary Wealthcare software and evidence-based processes that combine quantitative metrics with fundamental, technical, and behavioral analysis, offering both passive and active investment strategies.

Seth Dadds is a CFA® charterholder with 18 years of experience in the financial industry. He is currently with Bryn Mawr Trust Advisors, LLC and previously worked at Cypress Capital Management, which merged into Bryn Mawr in 2023. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other entities. The firm offers customized investment policy statements and diversified portfolios using a range of managers and products, including ESG strategies through third-party providers, and serves as a sub-adviser to WSFS Bank’s Wealth division and other advisers.

Charles Welde is a CFP® with 22 years of industry experience, currently serving at Prosperity Capital Advisors since 2011. He is also the owner of The CP Welde Group, a tax planning and fixed insurance planning firm he has operated since 1984. Additionally, he is a General Partner with the Castle Rock Life Settlements Fund. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach incorporating core risk-based portfolios, specialized strategies, and access to private and alternative investments.

Timothy O'Leary is a financial advisor with Manning & Napier Advisors, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes positions at SEI Investments Distribution Co., Raymond James Financial Services, and Nuveen Investments. Outside of his advisory role, he serves as Secretary of the Marlborough Hunting & Fishing Club and is a board member on the Finance Committee of the Concordville Fire and Protective Association. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary and non-discretionary management across various funds and accounts. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection, supported by specialized strategies and affiliated custody and trustee services.

Eugene Long is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He is president of Long Financial Group Inc. and serves as CFO and majority owner of Love Dogs, an online pet merchandise retailer. Additionally, he is a board member of the Scott Township Sewer Authority. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based, client-centered planning supported by proprietary software with an evidence-based investment approach that includes behavioral economics and multiple asset strategies.

Mark Singer Jr. is a financial advisor with M HOLDINGS SECURITIES, Inc., holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Unum for six years before joining Newton One Advisors, where he has been active since 2020. Outside of his advisory role, he acts as a registered representative and advisor for Newton One, LLC, focusing on insurance and investment advisory services. M HOLDINGS SECURITIES, Inc. serves a diverse clientele including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent member firms and financial professionals. The firm provides a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio management and third-party sub-advisors.

Gary Siano is a financial advisor at Founders Financial Securities LLC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Founders Financial Securities since 2022, following a 15-year tenure at NEXT Financial Group Inc. He is also president of Guided Wealth Management LLC, where he is involved in the sales and service of insurance products, and serves as a consultant for Next Phase Financial, LLC, focusing on business succession and exit planning. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing approximately $4.1 billion in assets. The firm offers multiple advisory platforms, including managed portfolios, fee-based variable annuities, and 1031 exchange consulting, while delegating investment philosophies and portfolio management to its IARs.

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.

Jeffrey Rollins is a financial advisor with Concorde Asset Management, LLC in Greenville, Delaware. He holds a Series 65 designation and has six years of industry experience. His prior work includes over a decade at Ashford Capital Management, Inc., and more recent roles at Converge Capital Partners Management, LLC and as a self-employed advisor. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds customized portfolios based on client objectives and risk tolerances, utilizing model portfolios and third-party strategists across various platforms.

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.