Matthew Sheridan is a CFP® with 16 years of industry experience, currently serving as a financial advisor at TFO Wealth Partners. His prior roles include positions at The Vanguard Group and Morgan Stanley, where he worked in both the private bank and wealth management divisions. TFO Wealth Partners manages approximately $4.85 billion in client assets for individuals, family offices, retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes long-term, asset-allocation strategies using model portfolios comprised mainly of mutual funds and ETFs, supplemented by third-party managers, and offers a range of services including portfolio management, financial and estate planning, and family office support.

Susan Minnier is a financial advisor with Main Street Financial Solutions, LLC, holding Series 63 and Series 65 licenses, and has eight years of industry experience. She previously worked at Merrill for four years and held roles at Primerica Advisors and Primerica Financial Services. Prior to her financial career, she spent 27 years at Superior Lamp. Main Street Financial Solutions serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement plan consulting, employing an academic-based, multi-asset class investment approach that incorporates both passive and active strategies tailored to client objectives.

Paul Gould is a financial advisor at Principal Advised Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors and Lincoln National Life for 15 years. Paul is involved in community activities, serving on the New Member Committee of the Beacon Networking for Life Association and holding leadership roles in the Newtown Presbyterian Church, including Stewardship Chairperson and Session Member. Principal Advised Services provides investment advice and related services mainly to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm integrates proprietary models with third-party tools and operates within the Principal Financial Group family, enabling access to a range of affiliated financial products and services.

James Wade is a Series 65-credentialed advisor at Gradient Advisors, LLC, with one year at the firm and prior experience as an independent agent since 2012. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary approach that incorporates risk analysis and a mix of fundamental, technical, and cyclical portfolio strategies.

Abdul Khaliq is a financial advisor with BCG Securities, Inc., holding a Series 66 designation and 16 years of industry experience. He has worked at BCG Securities since 2018 and previously held positions at Bank of America and Merrill. BCG Securities serves institutional retirement plans and individual clients with accounts generally above $25,000, providing portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes written investment policy statements and tailored recommendations, often implementing advice on a non-discretionary basis, and uses independent third-party managers as part of its investment approach.

Michael Minter is a CFP® with 24 years of industry experience, currently serving at Main Street Financial Solutions, LLC since 2008. He holds Series 63 and Series 66 licenses and is involved in broker education through the Financial Planning Resource Center. Main Street Financial Solutions serves a diverse client base including individuals, trusts, pension plans, and business entities. The firm employs an academic-based, multi-asset class investment approach, utilizing mutual funds, low-cost ETFs, and selectively recommending actively managed funds and alternative investments while providing both discretionary and non-discretionary wealth management and retirement consulting services.

Alyssa Zentner is a CFP® and holds a Series 66 license with six years of industry experience. She is currently with Choreo, LLC in Cherry Hill, NJ, where she has worked since 2026. Prior to that, she spent ten years at PNC. Choreo serves a diverse client base, including individual and high-net-worth investors, family offices, and institutional clients, offering a range of advisory services from portfolio management to outsourced CIO services. The firm employs a strategic, quantitative investment process and provides specialized advisory services such as 1031 like-kind exchange and Deferred Sales Trust™ consulting.

Paul Teufel is a financial advisor at Merit Financial Advisors with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Ameriprise, GlennCo LLC, and Purshe Kaplan Sterling Investments. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by an Investment Committee, while also offering specialized services such as fiduciary and ESOP trustee work.

Michael Kostiuk is a Series 66-licensed financial advisor with over 10 years of industry experience. He has been with BCG Securities, Inc. since 2013 and has worked concurrently with Horace Mann Investors, Inc. and Horace Mann Companies since 2019. BCG Securities serves institutional retirement plans and individual clients with accounts generally above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes written investment policy statements, tailored recommendations, and often implements advice on a non-discretionary basis while utilizing independent third-party managers and a variety of analytical approaches.

William Dougherty is a financial advisor at Main Street Financial Solutions, LLC with 26 years of industry experience. He holds the CFP® and CFA® designations and previously worked at HARTFORD Funds Distributors, LLC for nine years. Outside of his advisory role, he is a 20% owner and partner in a real estate investment LLC, where he manages financial responsibilities. Main Street Financial Solutions serves a diverse client base including 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, complemented by the use of Independent Managers and alternative investment platforms, while also providing ERISA fiduciary consulting and institutional-level advisory services.

Hari Sharma is a financial advisor with Santander Securities LLC, holding a Series 66 license and bringing 23 years of industry experience. He has worked with Santander Securities and Santander Bank since 2016, and previously was with CCO Investment Services Corp from 2014 to 2016. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party investment managers and centralized client support.

Apris Walker is a financial advisor with Encompass More Asset Management LLC, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Encompass More in 2026, Walker worked at Vantage Financial and spent six years with Primerica Advisors. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm uses a combination of proprietary and third-party model-based strategies and offers access to private placements alongside traditional advisory programs.

Scott Holstein is a CFP® and PFS™ professional with 39 years of experience in the financial services industry. He has been with Vicus Capital, Inc. since 2011 and has prior experience at Cetera and American Brokerage Service. Holstein is also a non-practicing CPA. Vicus Capital, Inc. provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors, offering both discretionary and non-discretionary services. The firm employs a range of strategies including core-satellite, momentum, ESG, and tax-loss harvesting, and places particular emphasis on retirement-plan consulting and fiduciary services.

Andre Harrielal is a financial advisor at Altitude Capital Management LLC with 10 years of industry experience. He holds the Series 65 and Series 66 designations and has previously worked at Brookstone Wealth Advisors, Whitney & Associates/Total Advisors, Snap Finance, Lyft, Heartland Payment Systems, and Merchant Lynx. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting with no account minimums. The firm employs an individualized investment approach based on client goals, risk tolerance, and time horizon, managing accounts primarily on a discretionary basis and recommending custodial relationships with independent custodians.

Logan Cruet is a financial advisor at Gladstone Wealth Partners with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial and Florida Financial Advisors. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing a variety of investment strategies including individual equities, bonds, mutual funds, ETFs, and alternative investments.

Jeffrey Garlatti is a financial advisor with BCG Securities, Inc. in Cherry Hill, NJ, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities LLC. He has been with BCG Securities and affiliated entities since 2018. BCG Securities serves institutional retirement plans and individual clients with accounts generally above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes written investment policy statements and tailored, non-discretionary advice, regularly utilizing independent third-party managers and multiple analytical approaches.

Brian Dobisch is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has previously worked at Concourse Financial Group Securities Inc for over two decades and has operated Dobisch Associates since 1989. In addition to his advisory role, he is also a licensed insurance agent selling life and health insurance. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations through a network of investment adviser representatives. The firm utilizes model-based portfolio management and offers estate-planning support via an online platform.

Glenn Cohen is a financial advisor at Merit Financial Advisors with over 26 years of industry experience. He holds a Series 66 designation and has previously worked at Commonwealth Financial Network and HD Vest Advisory Services. In addition to his advisory role, he owns a CPA firm that provides accounting and tax services for businesses and individuals. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by an investment committee, while allowing advisors flexibility in portfolio management.

Andrew Gergatsoulis is a financial advisor at Aegis Capital Corp. with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America and Merrill. He is the owner of AG Capital Holdings LLC, an inactive investment account. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports clients with trade execution, clearing, custody, and reporting services.

Danielle Ives is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Great Valley Advisor Group and LPL Financial since 2015. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing both in-house strategies and third-party managers across various platforms.