Richard Pearson Jr. is a Series 66 credentialed advisor with Simplicity Wealth and Simplicity Investments since 2026. He has 16 years of experience in the financial services industry, including 12 years at Integrated Financial Services and ongoing work with Newcleus since 2018. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as other financial firms. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, and offers model portfolios along with a range of advisory and technology services designed for both investors and third-party advisers.

Reginald Burroughs is a CFP® professional with 40 years of industry experience. He is currently with CW Advisors, LLC and previously worked for Mercadien Securities, LLC and Mercadien Asset Management, LLC for 19 years. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, pension plans, and business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides wealth management, family office services, retirement plan advisory, and sub-advisory solutions.

Christopher Tamagno is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 designations and 22 years of industry experience. He has been with Great Valley Advisor Group since 2015 and also has ongoing affiliations with LPL Financial and Associated Securities Corp. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts. The firm provides discretionary and non-discretionary investment management and financial planning, utilizing a blend of in-house strategies and third-party managers, with a focus on individualized portfolio construction and ongoing oversight.

Branden Sacks is a Certified Financial Planner™ with 16 years of industry experience. He currently works at Main Street Financial Solutions, LLC and previously spent over a decade with Bank of America, N.A. and Merrill. Main Street Financial Solutions serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs an academic-based, multi-asset class investment approach with a focus on low-cost ETFs and mutual funds, while integrating active management and alternative investments tailored to client objectives and risk profiles.

Susan Allen is a CFP® professional with 45 years of experience in the financial industry. She has been with Great Valley Advisor Group, LLC since 2015 and has also maintained a long-term affiliation with LPL Financial since 2009. Outside of her advisory role, she is involved in non-variable insurance activities through her firm, The Capital Legacy, LLC. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts. 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 as well as sponsored platforms.

Ernest Cruikshank III is a financial advisor at Silvercrest Asset Management Group LLC in Princeton, NJ, holding Series 63 and Series 65 designations with 23 years of industry experience. He has been with Silvercrest since 2015. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, offering both discretionary and non-discretionary portfolio management along with family office services. The firm manages approximately $36.5 billion in assets under advisement and employs a combination of proprietary equity and fixed-income strategies alongside outsourced CIO, due diligence, and quantitative risk analytics for institutional clients.

Tyrone Robinson is a CFP® professional with 19 years of industry experience, currently serving at Kingsview Wealth Management, LLC since 2026. He previously worked at Edward Jones for 18 years. Robinson is involved outside of finance as treasurer and board member of the Mercer County College Foundation, where he participates in finance and investment committees. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporations, offering wealth management, financial planning, and asset management through a combination of Investment Adviser Representatives and an internal portfolio group. The firm provides tailored portfolio management and model strategies supported by proprietary portfolios, alternative asset sourcing, and partnerships for tax and estate review.

Shrikant Nadkarni is a CFP® with 23 years of industry experience, currently serving as an advisor at Fortis Capital Advisors, LLC since 2022. He is an Emeritus Partner at Withum Smith + Brown, an accounting firm where he provides business advisory, accounting, and tax services. Nadkarni is also an investment committee member of Marathi Vishwa, Inc., a not-for-profit cultural organization. Fortis Capital Advisors offers investment advisory and financial planning services to individuals, trusts, businesses, retirement plans, and institutional clients. The firm emphasizes customized portfolio construction and ongoing monitoring, employing a range of strategies including passive, active, tactical, blended, and ESG-integrated approaches.

Kenneth Kamen is a financial advisor at CW Advisors, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for over two decades at Mercadien Asset Management, LLC and Mercadien Securities, LLC. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, and business entities, offering wealth management, financial planning, family office services, and retirement plan advisory. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, supported by an Investment Oversight Committee and a dedicated business unit providing sub-advisory and operational outsourcing services.

Morris Licciardello Jr. is a financial advisor at Main Street Financial Solutions, LLC with 26 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Purshe Kaplan Sterling Investments and H. Beck, Inc. Licciardello also operates a certified tax preparation service. Main Street Financial Solutions serves a diverse range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs an academic-based, multi-asset class investment approach focused on mutual funds and low-cost ETFs, while also offering access to actively managed funds, individual securities, and alternative investment platforms.

Pooja Chawla is a financial advisor with Advisory Services Network, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. She has previously worked at Wells Fargo Clearing and Wells Fargo Advisors and manages two non-investment businesses: Golden Pine Consulting, a business operations consulting firm, and Your Choice Freight, a transportation and logistics company. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing diverse investment strategies and flexible engagement models.

Richard Suro is a financial advisor with Capital Analysts in Fairless Hills, PA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior roles include positions at Lincoln Investment and Questar Asset Management, and he has operated his own firm, Richard T Suro Associates, Inc., since 2001. In addition to advisory work, he acts as a real estate referral agent and holds an insurance license with experience in various insurance products. Capital Analysts serves individuals, high-net-worth investors, retirement plans, trusts, and other institutional clients with discretionary and non-discretionary portfolio management. The firm’s investment decisions are supported by an in-house research team and proprietary screening processes, and it maintains notable affiliations and arrangements that allow advisors to offer complementary outside business activities alongside advisory services.

Brandon George Slinn is an investment advisor representative with The AmeriFlex Group, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Cambridge Investment Research, Inc. and OSAIC. Outside of advisory services, he is involved with Knox Grove Financial LLC, focusing on paraplanning and insurance-related activities. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing model asset allocations, discretionary manager relationships, and multiple wrap program platforms.

Brian Nolan is a financial advisor at Summit Financial, LLC with 24 years of industry experience. He has held positions at Summit Financial, Summit Equities, and Purshe Kaplan Sterling Investments. Nolan is licensed with Series 63 and Series 65 credentials. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through both discretionary and consultative platforms.

Michael Bukowski is a CFP® with 20 years of industry experience, currently advising at Main Street Financial Solutions, LLC since 2016. He holds a Series 66 license and is based in Newtown, PA. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach that emphasizes low-cost passive ETFs while also incorporating actively managed funds and alternative investments.

Brian Levy is a CFP® with 10 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors since 2015. He holds a Series 63 license and is also a licensed insurance agent for life, health, and annuity products. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs a discretionary asset allocation approach using proprietary models and third-party managers, offering portfolio customization and technology-driven client reporting.

Thomas Griffiths is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked with LPL Financial and Associated Securities Corp. since 2008 and 2009, respectively. Outside of his advisory role, he is involved with T & Z Financial, LLC for tax purposes. 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 and financial planning, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

William Walker is a financial advisor with United Capital Financial Advisors in Langhorne, PA. He holds the CFP® and ChFC® designations, as well as a Series 66 license, and has 15 years of industry experience. His prior work includes positions at Mass Mutual Investors Services and METLIFE SECURITIES Inc. He is also involved in selling fixed insurance products including life, health, disability, annuities, and long-term care. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, supported by client-facing technology and research.

Frank Zukowski is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His career includes roles at firms such as ARK Global LLC and Guinness Atkinson Asset Management. Outside of advisory work, he serves as an Investment Product Manager for Vanderbilt Securities, LLC, coordinating investment product offerings on the firm’s platform. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm employs a strategic asset allocation process incorporating fundamental and technical analysis and offers a range of portfolio management and financial planning services through independent Advisor Representatives.

Tevin Hill is a financial advisor at Merit Financial Advisors with nine years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Commonwealth Financial Network, GlennCo, LLC, and EisnerAmper Wealth Management. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm provides coordinated wealth-management services and employs a long-term, diversified investment approach using centrally managed model portfolios overseen by an internal Investment Management team.