Christina Nash is a CFP®-certified financial advisor with 21 years of industry experience. She is currently with The AmeriFlex Group and has previously worked at Cambridge Investment Research, Osaic/ROYAL ALLIANCE ASSOCIATES, and Sii. Nash is also an author and educator, involved in writing and speaking engagements. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering services through a network of advisory affiliates using multiple program platforms and custodial arrangements.

Manish Shah is a financial advisor at Fortis Capital Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Next Horizon Advisors LLC for nine years. Outside of advising, Mr. Shah is involved in multiple business activities including real estate management, venture capital advising, and serving on the board of advisors for the Yale Jackson School of Global Affairs. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm provides customized, primarily discretionary portfolio management and financial planning services, utilizing a mix of passive, active, tactical, and ESG-aware strategies along with third-party sub-advisors.

Richard Pearson Jr. is a financial advisor at Simplicity Wealth with over 18 years of experience in the industry. He holds a Series 66 designation and has worked at Integrated Financial Services and Newcleus prior to joining Simplicity Wealth and Simplicity Investments in 2026. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational support for other advisers.

Reginald Burroughs is a CFP® professional with 40 years of industry experience. He has worked at CW Advisors, LLC since 2024 and previously spent 19 years with Mercadien Securities, LLC and Mercadien Asset Management, LLC, along with three years at New England Securities. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional investors, employing a Core-and-Satellite investment framework that integrates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

Peter Gellman is a financial advisor at Belpointe Asset Management LLC with 22 years of industry experience. He previously worked at Palmerston Group Advisors LLC for 28 years and is a managing member of Palmerston Group, L.P. and Palmerston Group Indemnity Solutions, L.L.C., firms affiliated with his prior employer. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, employing customized portfolios and a range of advisory and administrative services.

Christopher Tamagno is a financial advisor with Great Valley Advisor Group, LLC in Newtown, PA, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at Great Valley Advisor Group since 2015 and has also been affiliated with LPL Financial since 2009. Tamagno is involved in insurance-related activities, including long-term care insurance. Great Valley Advisor Group is an SEC-registered, multi-team 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 blend of in-house strategies and third-party managers.

Kevin Lynch is a financial advisor with First Heartland Consultants, Inc., holding Series 63 and Series 65 registrations with 22 years of industry experience. He has worked with several firms, including First Heartland Capital, Trinity Enterprise Solutions, Westminster Wealth Management, and American Prosperity Group. In addition to his advisory roles, Lynch is involved with Healing To Wellness, a physical therapy business, and serves as an officer and director for the Society For Financial Awareness, a nonprofit organization focused on financial education, as well as the Montgomery/Rocky Hill Rotary. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management (TAMP) services, and a model-based self-directed brokerage account (SDBA) program, delivering advisory services through independent representatives using a range of analytic and asset-allocation techniques.

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. He is currently an advisor at Kingsview Wealth Management, LLC and previously spent 18 years with Edward Jones. Outside of his advisory role, Robinson serves as Treasurer and board member of the Mercer County College Foundation, where he participates in finance and investment committees. Kingsview Wealth Management is a multi-advisor, SEC-registered firm serving individuals, retirement plans, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management through internal and third-party strategies, including model portfolios and registered investment products.

Shrikant Nadkarni is a financial advisor at Fortis Capital Advisors, LLC with 24 years of industry experience. He holds a Series 63 designation and previously worked at Next Horizon Advisors LLC, Avantax Advisory Services, and has served as 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 is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management and financial planning, utilizing a mix of passive, active, tactical, and ESG-aware strategies, with access to third-party sub-advisors and specialist approaches.

Kenneth Kamen is a financial advisor at CW Advisors, LLC with 44 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining CW Advisors in 2024, he worked at Mercadien Asset Management, LLC and Mercadien Securities, LLC for over 20 years. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets, serving a wide range of clients including individuals, families, trusts, charitable organizations, and institutions. The firm employs a Core-and-Satellite investment framework that integrates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

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.

Zohaib Tariq is a financial advisor with Packerland Brokerage Services, Inc. in Somerset, NJ, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at American Global Wealth Management, Citigroup, JPMorgan Chase Bank, and several other firms. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party money managers through a comprehensive investment platform.

Hongwei Liu is a CFP® professional with six years of experience in financial advising, currently with Wealthcare Advisory Partners LLC. He has prior experience at Ni Advisors Inc and operates an accounting and tax services business as a CPA. He also serves as Vice President of Amerelite Financial Group LLC, a life and health insurance firm. 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 uses a goals-based advisory approach that incorporates proprietary software and behavioral economics, combining quantitative metrics, fundamental analysis, and both passive and active investment strategies.

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.