Joseph Parsons is a CFP® professional with 47 years of experience in the financial services industry. He is currently with Wealthcare Advisory Partners LLC and has previously worked at IAM Advisory LLC, Royal Alliance Associates, Inc., and Investment Advisors Asset Management, LLC. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individual clients, high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm utilizes a goals-based advising approach supported by proprietary software and a behavioral economics framework, combining both passive and active investment strategies with dynamic rebalancing when appropriate.

Cristina Bennett is a CFP® professional with four years of industry experience, currently affiliated with Wealthcare Advisory Partners LLC. Her prior experience includes roles at LPL Financial, Ic Advisory Services, The Investment Center, Santini Financial, and Vanguard. She also operates Cristina Bennett, Inc, a tax preparation and accounting business. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning supported by proprietary software with an evidence-based investment framework to construct long-term oriented portfolios that include a range of investment options.

Zachary Knable is a financial advisor at Kingsview Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led financial planning combined with model-based and separately managed strategies.

Ernest Chisena III is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Latitude Advisors since 2009 and also has a background as an insurance agent, selling fixed insurance products including life, annuities, disability, and long-term care insurance. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis to manage client portfolios, primarily on a discretionary basis.

Marco Ginefra is a financial advisor at CreativeOne Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at CreativeOne Wealth (formerly Change Path, LLC) since 2018. Prior to that, he was with Gradient Advisors, LLC from 2015 to 2018. In addition to his advisory role, he is an insurance agent associated with My Life Broker. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and other RIA clients. The firm employs a blend of proprietary ETF-based models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

John Taylor is a ChFC® credentialed financial advisor with 36 years of industry experience. He is currently with Perigon Wealth Management, LLC and has previously worked at Greenville Financial Group, SagePoint Financial, and First Allied Advisory Services. Outside of his advisory role, he holds a 25% ownership interest in Deer Park Picnic, LLC, an entity unrelated to investment activities. Perigon Wealth Management provides customized wealth management and investment advisory services to individuals, trusts, businesses, charitable organizations, and banking institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and due diligence.

Brian Wolfer is a CFP® certificant with 16 years of industry experience, currently serving as a financial advisor at CoreCap Advisors. His prior experience includes a 20-year tenure at Vanguard and roles at Black Diamond Financial Solutions and Dan White & Associates. Outside of his advisory work, he is an independent insurance agent involved in insurance and annuity sales. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, using a range of investment vehicles and utilizing sub-advisors and third-party asset managers.

Neil Gordon is a ChFC® credentialed financial advisor with 16 years of industry experience. He has been with Wealthcare Advisory Partners LLC since 2018 and also maintains a role at LPL Financial dating back to 2012. Outside of his advisory work, Gordon co-owns a hair salon business in Doylestown, Pennsylvania. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning process supported by patented software with an evidence-based investment approach that includes behavioral economics and proprietary quantitative measures to build diversified, long-term portfolios.

Matthew Crescenzo is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Wealthcare Advisory Partners since 2018 and is also affiliated with LPL Financial where he has worked since 2014. Outside of his advisory role, Crescenzo is involved in multiple non-variable insurance activities and operates several related business entities. 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 advising approach that integrates proprietary Wealthcare software and behavioral economics, combining fundamental, technical, and behavioral analysis to manage portfolios through active and passive strategies.

Alison Slezak is a financial advisor at CoreCap Advisors with seven years of industry experience. She holds a Series 65 designation and has worked at CoreCap Advisors since 2019, alongside a role at Daniel A. White & Associates where she serves as Director of Marketing and Operations. Her responsibilities at Daniel A. White & Associates include client service meetings related to annuities. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a generally long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income.

James Madden is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at CI RegentAtlantic Private Wealth, RegentAtlantic Capital, LLC, and Hillview Capital Advisors. He serves as a board member for the charitable organization Help Hope Live, participating in board and investment committee meetings. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning with an evidence-based investment framework and offers access to alternative investments and private placement solutions.

Paul Jervey is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His work history includes roles at Jervey Genesis Solutions, Genesis Wealth Management Solutions, Diamond State Financial Group, Minnesota Life, and Securian Financial Services Inc. Paul is based in Wilmington, Delaware. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and ongoing oversight, utilizing both in-house strategies and third-party managers across various platforms.

Katelyn Erchick is a financial advisor at Simplicity Wealth with three years of industry experience. She previously worked at Brookstone Wealth Advisors and Professional Planning Services. Outside of her advisory role, she is involved in a small business selling custom-designed items on Etsy and assists business owners with applying for the Employee Retention Credit through a separate venture. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers advisory, portfolio management, and managed account services combined with technology and operational support for other advisers.

Wayman Randolph is a financial advisor with Realta Investment Advisors, Inc., holding Series 65 and Series 63 credentials. He has been with Realta since 2026 and has over 26 years of experience at XGroup Retirement. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm utilizes individualized advice and a range of asset allocation strategies across mutual funds, ETFs, equities, fixed income, and alternative investments.

Sheetal Khanna is a CFP® professional with 20 years of industry experience. She joined CW Advisors, LLC in 2025 after working at CMS Wealth Management and Capital Management Services, Inc. for a combined total of over 50 years. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, using both third-party and internally managed portfolios.

Travis Boyer is a financial advisor with Wealthcare Advisory Partners LLC in West Chester, PA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with Wealthcare Advisory Partners since 2018 and previously worked with LPL Financial and Key Investment Services LLC. Outside of advisory work, he holds a Federal Firearms License. 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 discipline using proprietary software and quantitative metrics, combining passive and active investment strategies while serving a broad client base with institutional affiliations and diverse custodial relationships.

Henry Saur is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Wealthcare Advisory Partners LLC. He previously worked at Advice and Planning Services and TIAA-CREF for 13 years each. Outside of his advisory role, he manages a personal portfolio of rental properties through a sole proprietorship. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in assets with a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework, utilizing proprietary tools and quantitative measures to construct long-term portfolios that include a range of investment vehicles and access to alternative and private placement options.

Andrew Meehan is a financial advisor with LPL Financial in Croydon, PA, holding Series 63 and Series 65 designations and having 27 years of industry experience. He has been associated with LPL Financial since 2012 and operates Wealthcare Advisory Partners LLC since 2015. Outside of his advisory work, Meehan is active as a musician, performing live and recording music as part of two bands, and he has also been involved in a political campaign as a candidate for the U.S. House of Representatives. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Christopher Holland is a CFA® charterholder with 13 years of experience in the financial services industry. He has worked at Wealthcare Advisory Partners LLC since 2022 and held prior roles at Wealth Enhancement Advisory Services, WEALTH ENHANCEMENT GROUP, Aepg, M Holdings Securities, Inc., and Greenberg & Rapp. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by proprietary Wealthcare software and a behavioral economics framework, combining quantitative metrics with fundamental, technical, and behavioral analysis to implement both passive and active investment strategies.

Russell Reinhart is a CFP® professional with 18 years of industry experience, currently serving at Wealthcare Advisory Partners LLC since 2014. He previously worked at LPL Financial, LLC from 2012 to 2018. In addition to his advisory role, he is Managing Director of Advisor Development at Wealthcare Capital Management, LLC, focusing on advisor recruiting, business development, and relationship management. 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 and private placement investments through a goals-based, evidence-driven investment approach.