Adam Hunt is a CFP® with 22 years of industry experience, currently serving as an advisor at RMR Wealth Builders, Inc. since 2022. His prior experience includes roles at Transamerica Retirement Services, Diversified Investors Securities Corp, and Transamerica Capital, Inc. Outside of his advisory work, he is the director and owner of EZTPA, LLC, a third-party administrator for 401(k) plans. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management through a combination of discretionary and non-discretionary strategies.

Frank Hanna Jr. is a ChFC® credentialed advisor with 16 years of industry experience. He is currently with Arkadios Wealth Advisors, where he has worked since 2021, following a seven-year tenure at Lincoln Financial Advisors. Outside of his advisory role, he is involved in insurance-related activities including offering life settlements, accident and health insurance, and managing entities focused on health insurance and related financial products. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports discretionary account management using a proprietary portfolio team and employs fundamental, technical, and cyclical analysis across asset classes.

Sarah Lynch is a financial advisor at Prowell Financial Management, LLC with two years of industry experience. She holds a Series 65 designation and previously worked for Bloomberg LP for eleven years. Prowell Financial Management advises closely held companies and their individual owners on financial organization, planning, and asset management, focusing on ownership succession and complex financial circumstances. The firm typically manages client relationships with third-party managers and emphasizes liquidity and low-cost instruments for directly managed assets.

William Mcgowan is a financial advisor at Modera Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Modera since 2022. Prior to his current role, he held various positions including multiple engagements with The Catholic University of America and roles at Skyline Tools LLC and Carmines Pizzeria. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios of mutual funds, ETFs, individual debt securities, and selected equities tailored to client objectives and risk tolerance.

Stephen Rohrer is a financial advisor at Geneos Wealth Management, Inc. with two years of industry experience. He holds a Series 66 credential and has prior experience at The Life Financial Group and Huawei International High School. Outside of advising, Rohrer is involved in teaching and counseling at Life Institute and writes a personal growth blog. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with over $5.5 billion in assets under management. The firm offers financial planning, portfolio management, and third-party money manager referrals using a variety of strategies including discretionary and non-discretionary account supervision.

Thomas Rutter Jr. is a financial advisor with Prosperity Wealth Management, Inc. in Schwenksville, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Prosperity Wealth Management since 2017 and concurrently at Fortune Financial Services Inc. since 2007, as well as operating Rutter Insurance since 1995. Outside of his advisory roles, he is a Taekwondo instructor in Boyertown, PA. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million in client assets and employs a multi-method investment approach with ongoing oversight of recommended third-party managers.

Sheila Little is a financial advisor with Perigon Wealth Management, LLC, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Fortune Financial Services, Inc., Cambridge Investment Research Advisors, and LPL Financial, LLC. She also maintains a part-time role selling insurance products. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often utilizing independent managers or turnkey asset management programs while retaining responsibility for asset allocation and oversight.

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.

John Cisick is a financial advisor at ON Investment Management Company with three years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes positions at Burton and The O.N. Equity Sales Company. Outside of advising, he is involved in individual life insurance sales and group benefits through various companies. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary investment programs.

Charles Boinske is a CFA® charterholder with 33 years of industry experience. He has worked at Modera Wealth Management, LLC since 2021 and previously spent 11 years at Independence Advisors, LLC. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors with wealth management, portfolio management, retirement plan consulting, and financial planning. The firm combines a diversified asset allocation approach based on Modern Portfolio Theory with in-house accounting and tax services, business coaching, and other ancillary offerings.

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.

Eric Hough is a financial advisor at Great Valley Advisor Group, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Credit Suisse Securities (USA) LLC for 15 years and Scire Capital Partners, LLC for 7 years. 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, financial planning, and retirement-plan consulting through a network of approximately 190 advisors, employing a mix of in-house strategies and third-party managers across various platforms.

Stephen Peters is a financial advisor with IPI Wealth Management, Inc. in Pottstown, PA, holding a Series 66 designation and two years of industry experience. He has operated Advantage Tax Prep & Services as a partner and tax accountant since 2014 and serves as an insurance agent and controller at Advantage Insurance Group since 2013. IPI Wealth Management provides investment management, financial planning, and access to third-party asset managers and TAMP programs for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets through a team of 66 advisors and offers a range of proprietary, risk-based model portfolios managed on a discretionary basis with quarterly Investment Committee reviews.

Suzanne Malik is a financial advisor at Modera Wealth Management, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Modera since 2021, following prior roles at Independence Advisors, LLC and Trinity Wealth Management, LLC. Outside of finance, she was involved with The International Society of Hypnosis and The Greater Philadelphia Society of Clinical Hypnosis. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, using diversified portfolios supplemented by independent managers, private-placement opportunities, and optional ESG integration.

Sean Becker is an investment advisor representative at NWF Advisory Services Inc with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Cadaret, Grant & Co., Inc., and The Ameriflex Group, Inc. Becker is also president of Becker Wealth Management, where he provides comprehensive wealth management and financial planning services. NWF Advisory Services, Inc. offers portfolio management and financial planning primarily to individual and high-net-worth clients, with approximately $3.82 billion in assets under management. The firm provides both wrap and non-wrap account programs through an open-architecture platform that combines advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions.

Shawn Dempsey is a financial advisor with Great Valley Advisor Group, LLC, holding Series 65 and Series 63 credentials and 11 years of industry experience. He previously worked at Hornor, Townsend & Kent, Inc. for ten years and is currently associated with Penn Mutual Life Insurance Company. 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, financial planning, and retirement-plan consulting through a large network of advisors, emphasizing individualized portfolio construction and ongoing oversight using a mix of in-house and third-party strategies.

Francis Haas Jr. is a financial advisor with Jacobi Capital Management, LLC, holding Series 63 and Series 66 designations and 27 years of industry experience. His prior roles include positions at LPL Financial, Renaissance Investment Consultants Holding Company, and Williams Financial Group. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts on a limited discretionary basis, combining fundamental security analysis with a multidisciplinary “fusion” approach. The firm offers portfolio management, financial planning, and consulting services, utilizing tactical and opportunistic strategies alongside an advisor-enhanced algorithmic program with automated tax harvesting.

Thomas Mc Crea is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Great Valley Advisor Group, he has worked at Good Life Advisors, LLC, LPL Financial LLC, and United Parcel Service. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, using a combination of in-house strategies and third-party managers across various platforms.

Patrick Melvin is a CFP® with 16 years of experience in financial advising. He is currently with Grimes & Company, having joined in 2026. His prior experience includes roles at Brighton Jones, The Vanguard Group, and Modera Wealth Management. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individuals, families, trusts, charitable organizations, and government entities. The firm is noted for its institutional-type services, such as acting as a sub-advisor to other advisers, servicing state and municipal clients, and offering specialized investment strategies alongside integrated non-investment services.

Luke Wojciechowski is a financial advisor at AdvisorNet Wealth Partners with a Series 66 designation and one year of industry experience. His prior work includes roles at Cetera and Brumbaugh Wealth Management. Outside of advising, he has experience in insurance sales and operational support roles within financial services. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, employing both discretionary and non-discretionary management strategies.