Aileen De Froda is a financial advisor at Ashton Thomas Securities, LLC, with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Realta Investment Advisors, Inc., Realta Equities, Inc., and Capital One Investing LLC. Ashton Thomas Securities is a registered investment adviser and broker-dealer that serves individuals, business entities, trusts, estates, and charitable organizations. The firm offers a variety of investment management and retirement plan consulting services through multiple program structures and integrated broker-dealer functions.

Trent Hart is a financial advisor at Simplicity Wealth with a Series 65 designation and one year of industry experience. His previous roles include positions at Hart Wealth and Retirement Planning and Senior Solutions Consulting Group, as well as five years at Pequea Valley School. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers a range of advisory and operational services including a managed account platform for advisers.

James Pelletier is a financial advisor at Wedmont Private Capital with 12 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2016 to 2019 before joining Wedmont in 2019. Wedmont Private Capital provides financial planning and discretionary investment management to individuals, charities, corporations, and employee benefit plans. The firm uses a fixed advisory fee for integrated planning and portfolio services, combining a primarily passive investment approach with selective specialized strategies tailored to client objectives.

Britney Merrill is a Series 65-licensed financial advisor with Sound Income Strategies, LLC, bringing two years of industry experience. Her prior roles include positions at Forbes Family Trust, Glenmede Trust Company, and Wilmington Trust. Merrill is also involved as a client service advisor with Poole Locke Associates. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm focuses on customized portfolio management with an emphasis on fixed-income analysis and equity review, utilizing a scalable advisor network and offering specialized family-office style services.

Michelle Siano is a financial advisor at Founders Financial Securities LLC with 11 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and previously worked at Ellis Investment Partners, LLC for nine years. In addition to her role at Founders Financial Securities, she is involved with Guided Wealth Management LLC, focusing on investment advisory and the sales and service of investment and insurance products. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and utilizes various investment programs including the Independence Advisory platform and Freedom Capital Management Strategies.

Daniel Shevlin is a CFP® professional with over 33 years of industry experience. He is currently with Wealthcare Advisory Partners LLC, where he has worked since 2017, and has prior experience at Private Advisor Group, LLC and LPL Financial. Outside of his advisory work, he is a musician who performs with the Crooked Rose Band. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, retirement plan advisory, and access to alternative investments through a goals-based, evidence-driven investment process.

Andrew Douglas is a Certified Financial Planner (CFP®) with 12 years of industry experience. He currently works at Founders Financial Securities LLC and has previously been employed at Citizens Securities, Ameriprise Financial Services, Bank of America, and Merrill. In addition to his advisory role, he is involved as an insurance agent with Bishop Associates, focusing on Medicare coverage reviews. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing multiple delivery methods and third-party sub-advisors to implement customized investment strategies.

Dominick Ammirato is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Wealthcare Advisory Partners LLC. His prior experience includes roles at Brinker Capital, Orion Portfolio Solutions, and Morgan Stanley Smith Barney. He is a member of the Wilkes University Alumni Board and serves on the executive committee of the Greater West Chester Chamber of Commerce’s Next Gen group. 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 patented Wealthcare software and a behavioral economics framework, combining both passive and active investment strategies alongside dynamic rebalancing.

Dominic is the co-founder of Wedmont Private Capital. After graduation from the United States Naval Academy, Dominic joined the Marine Corps and was designated a Ground Intelligence Officer. As a lieutenant, Dominic commanded a Scout Sniper platoon and deployed his unit twice, including a combat deployment to Al Anbar Province, Iraq, in 2007. After his promotion to captain, Dominic led an officer recruiting station and was responsible for developing Marine officer candidates in eastern Pennsylvania. Dominic received his MBA (with a concentration in finance) from the Wharton School at the University of Pennsylvania. He worked at Credit Suisse as an ultra-high-net-worth (UHNW) financial advisor and also spent time at Vanguard, where he served as the Chief of Staff of the Financial Advisor Services division. Outside of work, Dominic enjoys trail running, functional fitness, and playing golf, often quite badly. He is passionate about helping veterans transition successfully to civilian life and understands how daunting it can be for vets to find the right career outside the military. Dominic lives with his wife and three sons outside Philadelphia.

Robert Burdumy is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Wealthcare Advisory Partners since 2020 and previously spent four years at Lincoln Investment Planning. In addition to his advisory role, he is a licensed insurance professional. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach supported by proprietary software and metrics, combining passive and active investment strategies with dynamic rebalancing.

Daniel White is a ChFC® credentialed financial advisor with 14 years of industry experience, currently practicing at Corecap Advisors. He has led Daniel A White & Associates since 2000, focusing on insurance and annuity sales. Corecap Advisors serves a diverse client base including high-net-worth individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management and financial planning. The firm emphasizes a relationship-oriented, long-term investment approach utilizing mutual funds, ETFs, equities, bonds, and selected use of options or short sales, alongside oversight of sub-advisors and tax-efficient strategies.

Luke Shevlin is a financial advisor with Wealthcare Advisory Partners LLC and holds a Series 66 designation. He has three years of industry experience, including roles with LPL Financial LLC. Outside of advising, he is involved in ride-share and delivery work with Uber and DoorDash. 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 software and behavioral economics, integrating both passive and active investment strategies.

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.

James Locke Jr. is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with Sound Income Strategies, LLC and has held roles at BFC Planning, Inc., Poole Locke Associates, and other firms. Outside of his advisory work, he holds a 10% ownership interest in Baby Guard of Palm Beach and Broward, LLC, a company specializing in installation of removable pool fences. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in assets, serving a diverse client base including individuals, pension plans, trusts, and corporations. The firm emphasizes fixed-income analysis combined with equity review, offering customized portfolios and a range of advisory services including discretionary and non-discretionary management, financial planning, and insurance planning.

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®-certified financial advisor with 14 years of industry experience. He is currently with MissionSquare Retirement and has previous experience at T. Rowe Price and CITI Private Bank. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services tailored for participants and IRAs held at MissionSquare. Its Guided Pathways Advisory Services include discretionary Managed Accounts and Fund Advice developed by Morningstar Investment Management, employing quantitative and qualitative methods to personalize investment advice within an integrated multi-team advisory structure.

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.

Christopher Hardy is a Series 66-credentialed advisor at First Advisors National, LLC with 26 years of industry experience. He has been with First Advisors National since 2019, following prior roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. Outside of his advisory work, Hardy serves as an assistant basketball coach for the Maryland Hoopmasters AAU team. First Advisors National provides investment management and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm employs tactical and strategic asset allocation, largely managing accounts on a discretionary basis through third-party money managers and supplements portfolios with advice on individual equities, ETFs, and mutual funds.

Richard Thomas is a CFP® and ChFC® with 31 years of industry experience. He is affiliated with Perigon Wealth Management, LLC and Purshe Kaplan Sterling Investments, Inc., serving as an investment advisor representative and registered representative since 2022. Prior to this, he held roles at Sagepoint Financial, First Allied Advisory Services, First Allied Securities, and Greenville Financial Group. Outside of his advisory work, Thomas serves as Treasurer for the Concord Soccer Association, a nonprofit focused on youth development through soccer. 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 clients’ objectives and risk tolerance, often utilizing sub-advisors or turnkey asset management programs while maintaining oversight and conducting regular reviews.

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.