Vincent Capone is a financial advisor at StoneX Advisors Inc. with three years of industry experience. He holds the Series 66 credential and has worked at Morgan Stanley and IM Wealth Partners prior to his current roles. Capone assists with investment and insurance business activities in addition to his advisory responsibilities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies through advisor-managed portfolios, proprietary models, and third-party money managers, supported by platforms such as Envestnet and Advyzon.

Aaron Stolpen is a CFA® charterholder with nine years of industry experience. He currently serves as a financial advisor at Legacy Advisors, LLC, where he has worked since 2023. Prior to joining Legacy Advisors, Stolpen held roles at Domani Wealth LLC and Tarbox Family Office, Inc. Legacy Advisors serves individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm offers modular financial planning and portfolio management tailored to clients' objectives and risk tolerance, using a combination of fundamental and technical analysis alongside mutual funds, ETFs, independent managers, and select private funds and derivatives.

Kevin Piotrowicz is a CFA® charterholder with 11 years of industry experience. He is currently affiliated with Legacy Advisors, LLC and M Holdings Securities, Inc., having worked at both firms since 2018. Prior to that, he held positions at J.P. Morgan Chase Bank NA and J.P. Morgan Securities from 2015 to 2018. Legacy Advisors serves individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm provides modular financial planning, portfolio management, retirement plan consulting, and oversight of third-party managers, tailoring advice and portfolios to client objectives and risk tolerance using a variety of investment strategies.

Frank Cariola is a financial advisor with On Investment Management Company, holding the ChFC® designation and Series 63 license, and has 42 years of industry experience. He has worked at THE O.N. Equity Sales Company since 2010 and at Ohio National Financial Services and Capital Analysts Incorporated since 2009. Outside of his advisory work, he is involved with Gideons International as a membership chairman, distributing Bibles globally to schools, prisons, hospitals, and hotels. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs including fee-based planning, access to third-party investment platforms, and both discretionary and non-discretionary managed accounts.

Peter Cisick is a financial advisor with On Investment Management Company, holding the ChFC® designation and Series 63 license, and has 31 years of industry experience. He has worked with O.N. Investment Management Company since 2016 and has been affiliated with THE O.N. Equity Sales Company and Metlife Securities, Inc. since the early 2000s. Outside of his advisory role, he serves as president of an insurance sales business specializing in individual and group life, medical, disability, long-term care, and fixed annuities. On Investment Management Company provides financial planning and investment advisory services to individuals, charitable organizations, businesses, and retirement plan sponsors. The firm offers a combination of fee-based planning, access to third-party investment programs, and both discretionary and non-discretionary managed account options.

Patricia Webb is a financial advisor at Summit Financial, LLC with 19 years of industry experience. She holds a Series 66 designation and previously spent 18 years at Canon Capital Management Group. Webb also provides consulting services related to exit planning for business owners through Kaboo Consulting, LLC. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a variety of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, operating a combination of discretionary and consultative platforms.

Andre Robinson is a financial advisor at MissionSquare Retirement with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Voya Financial Advisors and CITI Group. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice based on investment models developed by Morningstar Investment Management.

Andrew Lein is a financial advisor at Girard Advisory Services, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at Girard Advisory Services since 2019, following prior roles at Univest Investments and Univest Bank and Trust Co. Girard Advisory Services is a fee-only registered investment adviser that provides wealth management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation, diversification, and tailored portfolios through a proprietary research process and an Investment Committee, offering both discretionary and non-discretionary management and specialized strategy options.

Gregory Locke is a financial advisor with Advisory Services Network and holds over six years of industry experience. He is also the owner and CPA of Locke and Welsh, P.C., a certified public accounting firm he has operated since 1998. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a broad network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, overseeing approximately $8.6 billion in client assets.

Michael Vanni is an investment advisor representative at Siebert AdvisorNXT, LLC with 30 years of industry experience. He has worked at Muriel Siebert & Co., LLC since 2020 and previously spent 13 years at Stockcross Financial Services, Inc. He holds Series 63, Series 65, and Series 66 licenses. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through a web-based platform that combines algorithmic portfolio construction with optional dedicated advisor support. The firm offers discretionary and non-discretionary management, utilizing ETFs and ETNs, and features strategies such as covered-call transitions alongside its automated Modern Portfolio Theory-based portfolios.

Michael Stewart is a CFP® with 30 years of industry experience, currently serving at Girard Advisory Services, LLC. He has worked with the firm and its affiliated entities since 2005. Girard Advisory Services, LLC is a fee-only registered investment adviser providing wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification through a proprietary research process and offers both discretionary and non-discretionary management, servicing high-net-worth clients and plan sponsors.

Brian Pultro is a financial advisor at Maridea Wealth Management with 10 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC for a decade. Pultro also serves in the United States Navy Reserve. Maridea Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm focuses on long-term investment strategies using diversified, low-cost mutual funds and ETFs, with portfolios managed on a discretionary basis and tailored to client objectives.

Shelley Dimperio is a CFP® with seven years of industry experience, currently serving as an advisor at BLBB Advisors. Her prior experience includes over a decade at Valley National Investments, Inc. and Valley National Advisers Inc. BLBB Advisors provides investment management and financial planning services to individuals, trusts, corporations, business owners, pension plans, and non-profit organizations. The firm manages approximately $3.25 billion in client assets and emphasizes asset allocation across a range of risk-based investment objectives, utilizing models, individual securities, ETFs, select alternatives, and third-party managers.

Robert O'Reilly is a Series 66-licensed financial advisor with 20 years of industry experience. He has been with Great Valley Advisor Group, LLC since 2014 and is also affiliated with LPL Financial. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and uses a combination of in-house strategies and third-party managers, offering discretionary and non-discretionary investment management alongside financial planning and retirement-plan consulting.

David Raymond is a financial advisor with Great Valley Advisor Group, LLC, holding the Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Great Valley Advisor Group since 2015 and also maintains a relationship with LPL Financial starting in 2014. 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 along with financial planning and retirement-plan consulting, utilizing a blend of in-house strategies and third-party managers across various platforms.

Richard Callahan is a CFP® with 30 years of industry experience, currently affiliated with Great Valley Advisor Group, LLC. He has been with Great Valley Advisor Group since 2014 and has worked at LPL Financial Corporation since 2008. Outside of his advisory role, he is a co-owner of Callahan & Associates, PC, a CPA firm providing tax and accounting services. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers a range of services including discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing both in-house strategies and third-party platforms.

Douglas Callan is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at XML Financial Group and XML Securities, where he has worked since 2022. Prior to that, he spent eight years with Wells Fargo Advisors Financial Network, LLC. XML Financial Group serves a broad retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm employs a multi-advisor team model and combines fundamental and technical analysis with third-party managers and an internal Investment Committee to tailor portfolios according to client objectives and risk tolerance.

Francis Ciocari III is a financial advisor with Gladstone Wealth Partners, holding a Series 66 designation and 28 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and LPL Financial. Outside his advisory duties, he is involved with IRON EDGE VC LLC, an activity unrelated to investment advisory. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, and charitable organizations. The firm operates through a network of independent investment adviser representatives and utilizes third-party managers, model portfolios, and retirement-account technology to support its advisory services.

Joseph Sarappo is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St. Securities LLC and Comprehensive Asset Management & Servicing, Inc. He is also the owner and operator of Sarappo's Pizza, a family-owned pizza business in Pennsylvania. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs both active and passive investment strategies across various asset classes and is notable for its predominance of non-discretionary asset management and use of third-party manager arrangements.

Jordan Sowhangar is a CFP® with 12 years of industry experience, currently serving as an advisor at Girard Advisory Services, LLC since 2015. He also has experience with Girard Investment Services, LLC dating back to 2014. Outside of his advisory role, he owns rental properties unrelated to investment activities. Girard Advisory Services, LLC is a fee-only registered investment adviser providing wealth management, financial planning, retirement plan consulting, and related services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both individual clients, including high-net-worth households, and plan sponsors, employing a proprietary research process and diversified investment strategies to tailor portfolios to client objectives.