Richard Mowrer is a financial advisor at Brookwood Investment Group with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2021. His prior experience includes roles at MassMutual Life Insurance, MML Investors Services, The Prudential Insurance Company of America, Bluestone Capital Management, OceanSquare Asset Management, and BlackRock. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm utilizes a combination of passive, active, tactical, and blended investment strategies tailored to client objectives and supports a network of proprietary partner offices along with multiple affiliated businesses.

Markku Happonen is a CFP® and ChFC® with 16 years of experience in the financial services industry. He is currently with Modern Wealth Management, LLC, where he has worked since 2024. Prior to this, he was with Wealth Management Solutions LLC and Mutual Securities, Inc. Modern Wealth Management provides investment advisory and integrated planning services to individuals, trusts, pension and retirement plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model with an Investment Committee, utilizing model portfolios and third-party managers, and offers a range of services including discretionary investment management, financial and tax planning, estate-planning assistance, and insurance solutions.

Ryan Conlin is a CFP® with 16 years of experience in the financial services industry. He is currently with Wealthcare Advisory Partners LLC and has previous experience at IAM Advisory LLC, Investment Advisors Asset Management, LLC, and Royal Alliance Associates, Inc. He is also owner of a sole proprietorship that offers life, health, and accident insurance products. Wealthcare Advisory Partners LLC serves individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses, providing investment advisory and financial planning services through a goals-based approach that incorporates proprietary software, behavioral economics, and both passive and active investment strategies.

John Gray is a CFP® and Series 66-registered financial advisor at MissionSquare Retirement with 13 years of industry experience. He previously worked at T. Rowe Price and CITI Private Bank. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by providing deferred compensation and qualified retirement plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Matthew Creciun is a CFP® professional with two years of experience, currently serving as an advisor at Bison Wealth, LLC. Prior to joining Bison Wealth, he spent eight years at Key Bank. He is also an independent licensed insurance agent specializing in life and health insurance. Bison Wealth, LLC serves a diverse clientele including high-net-worth individuals, family offices, and retirement plans, offering discretionary and non-discretionary portfolio management along with a turnkey asset management platform for unaffiliated advisers. The firm employs outcome-focused model portfolios that incorporate both tactical and strategic allocations across liquid and private-market investments, including alternative strategies and option-based overlays.

James Krause is a financial advisor with Wealthcare Advisory Partners LLC in West Chester, PA, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at LPL Financial and Hornor Townsend & Kent, Inc. He provides investment advisory services through Wealthcare Advisory Partners LLC, an independent registered investment advisor. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets with a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a goals-based planning process supported by proprietary software and integrates quantitative measures with fundamental and technical analysis to construct long-term portfolios.

Stephen Peters is a financial advisor at IPI Wealth Management, Inc. with one year of industry experience. He holds a Series 66 designation and has additional professional roles as a partner and tax accountant at Advantage Tax Prep & Services and as an insurance agent and controller at Advantage Insurance Group, both of which he has been involved with for over a decade. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm employs an open-architecture investment platform with proprietary risk-based models and offers a range of portfolio management, financial planning, and retirement plan services.

Jason Forsythe is a financial advisor with Wealthcare Advisory Partners LLC in West Chester, PA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Wealthcare Advisory Partners since 2018 and has a concurrent affiliation with LPL Financial beginning in 2013. Forsythe is also an agent at Miller's Insurance Agency, focusing on life, disability, and long-term care insurance. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based planning process supported by proprietary software and combines behavioral economics with quantitative and fundamental analysis to construct diversified, long-term investment portfolios.

Joseph Parsons is a CFP® professional with 47 years of experience in the financial services industry. He is currently with Wealthcare Advisory Partners LLC and has previously worked at IAM Advisory LLC, Royal Alliance Associates, Inc., and Investment Advisors Asset Management, LLC. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individual clients, high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm utilizes a goals-based advising approach supported by proprietary software and a behavioral economics framework, combining both passive and active investment strategies with dynamic rebalancing when appropriate.

Cristina Bennett is a CFP® professional with four years of industry experience, currently affiliated with Wealthcare Advisory Partners LLC. Her prior experience includes roles at LPL Financial, Ic Advisory Services, The Investment Center, Santini Financial, and Vanguard. She also operates Cristina Bennett, Inc, a tax preparation and accounting business. 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 combines goals-based planning supported by proprietary software with an evidence-based investment framework to construct long-term oriented portfolios that include a range of investment options.

Ernest Chisena III is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Latitude Advisors since 2009 and also has a background as an insurance agent, selling fixed insurance products including life, annuities, disability, and long-term care insurance. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis to manage client portfolios, primarily on a discretionary basis.

Luke Wojciechowski is a financial advisor at Advisornet Wealth Partners with a Series 66 designation and one year of industry experience. He has held roles at multiple firms, including AdvisorNet Financial LLC and Cetera, and has a background involving various positions during his education at Thomas Jefferson University. Advisornet Wealth Partners provides investment management and financial planning services to individuals, trusts, corporations, and qualified plans. The firm offers diversified portfolio construction using equities, fixed income, mutual funds, and ETFs, with both discretionary and non-discretionary management options.

Stephen Virkler is a financial advisor at Geneos Wealth Management, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at Geneos Wealth Management and affiliated firms since 2016. Outside of his advisory role, he serves as a Ministry Coordinator for Life Institute Seminars. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of investment strategies and monitoring techniques, providing both discretionary management and customizable portfolios.

Neil Gordon is a ChFC® credentialed financial advisor with 16 years of industry experience. He has been with Wealthcare Advisory Partners LLC since 2018 and also maintains a role at LPL Financial dating back to 2012. Outside of his advisory work, Gordon co-owns a hair salon business in Doylestown, Pennsylvania. 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 combines a goals-based planning process supported by patented software with an evidence-based investment approach that includes behavioral economics and proprietary quantitative measures to build diversified, long-term portfolios.

Andrew Cortese is a CFP® with five years of industry experience, currently serving as a financial advisor at Modern Wealth Management, LLC. He previously worked at Modera Wealth Management, MassMutual, The Vanguard Group, and held roles outside the investment industry, including at The Franklin Institute and Moog Components Group. Modern Wealth Management, LLC is a multi-team SEC-registered adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a range of investment tools and strategies.

Christopher Coolidge is a CFA® charterholder with five years of industry experience. He has worked at Brookwood Investment Group since 2023 and previously held roles at Clearview Portfolio Consulting, Ambassador Advisors, Bluestone Capital Management, Oceansquare Asset Management, BPU Investment Management, and Solenture Advisors. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a combination of passive, active, tactical, and blended strategies, and offers both discretionary and non-discretionary management while maintaining multiple affiliated businesses and platform relationships.

Matthew Crescenzo is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Wealthcare Advisory Partners since 2018 and is also affiliated with LPL Financial where he has worked since 2014. Outside of his advisory role, Crescenzo is involved in multiple non-variable insurance activities and operates several related business entities. 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 advising approach that integrates proprietary Wealthcare software and behavioral economics, combining fundamental, technical, and behavioral analysis to manage portfolios through active and passive strategies.

James Madden is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at CI RegentAtlantic Private Wealth, RegentAtlantic Capital, LLC, and Hillview Capital Advisors. He serves as a board member for the charitable organization Help Hope Live, participating in board and investment committee meetings. 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 combines goals-based planning with an evidence-based investment framework and offers access to alternative investments and private placement solutions.

Sheetal Khanna is a CFP® professional with 20 years of industry experience. She joined CW Advisors, LLC in 2025 after working at CMS Wealth Management and Capital Management Services, Inc. for a combined total of over 50 years. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, using both third-party and internally managed portfolios.

Brad Schneider is a financial advisor with Good Life Advisors, LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Good Life Advisors since 2014 and has also worked at LPL Financial since 2012. Schneider is involved in selling Medicare supplement and Part D Prescription policies as part of his business activities. Good Life Advisors is a large registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, comprehensive financial planning, retirement plan consulting, and access to third-party asset managers. Their investment approach combines fundamental, technical, and cyclical analysis tailored to each client’s objectives and risk tolerance, utilizing a mix of direct management, model portfolios, and sponsored advisory programs.