Ashley Gardiner is a financial advisor at Praetorian Guard, a division of Praetorian Wealth Management, Inc., holding a Series 65 credential. She has zero years of industry experience and previously served as a United States Army Officer from 2014 to 2025. Praetorian Guard provides discretionary investment management and comprehensive financial planning to individuals, families, trusts, qualified retirement accounts, and charitable organizations. The firm manages over $598 million across various client relationships and employs a research-driven approach combining fundamental and cyclical analysis.

Matthew Macneal is a financial advisor at Veery Capital, LLC with 28 years of industry experience. He holds the CFP® designation and the Series 63 license. His prior experience includes roles at Purshe Kaplan Sterling Investments, Inc., Cambridge Investment Research, and Tegler Mchenry. Outside of his advisory work, he is a partner in a holding company and an insurance agent, and he provides 401(k) participant education through MyWellCents. Veery Capital serves individuals, high-net-worth clients, families, trusts, businesses, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm’s investment approach is based on modern portfolio theory, emphasizing strategic asset allocation primarily through ETFs and passive mutual funds, with customized portfolios tailored to clients’ goals and risk tolerance.

Jonathan Smith is a CFA® charterholder with 22 years of industry experience. He has been with DT Investment Partners, LLC since 2011. DT Investment Partners provides discretionary and non-discretionary portfolio management and independent investment consulting to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs an active management approach that combines fundamental and technical analysis to tailor investment strategies according to client risk profiles.

Stephen Mcguire is a CFA® charterholder and Series 63 licensee with one year of industry experience. He currently serves as an advisor at Wealthcare Advisory Partners LLC and previously worked at Bank of China from 2015 to 2020. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, 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 oriented portfolios that include a range of investment options.

Mark Kaskey is a financial advisor at Wedbush Securities Inc. with 38 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Stifel Nicolaus & Co. Kaskey also operates MJB Wealth Management Group as a marketing name for his securities business at Wedbush Securities. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors. The firm offers a range of brokerage and SEC-registered advisory services, combining broker-dealer, capital markets, custody, clearing, and prime services with managed account solutions.

Jesse Pellegrino is a financial advisor at Wealthcare Advisory Partners LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at IAM Advisory LLC, Investment Advisors Asset Management, LLC, and Royal Alliance Associates, Inc. prior to joining Wealthcare. 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 financial advising approach supported by proprietary Wealthcare software and combines evidence-based, quantitative metrics with fundamental, technical, and behavioral analysis to implement both passive and active investment strategies.

Aaron Mazer is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with Mariner Independent. He has held positions at firms including JPMorgan Chase Bank and Prudential. He serves as a board member and investment committee member for the MidwayUSA Foundation, a nonprofit supporting youth shooting sports teams nationwide. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management and planning services through independent advisors on its platform, leveraging institutional resources and third-party managers.

Maria Cacia is a financial advisor at Wealthcare Advisory Partners LLC with 28 years of industry experience. She holds a Series 63 designation and has worked at Wealthcare Advisory Partners since 2018 and LPL Financial since 2012. Outside of her advisory role, she is involved in fixed insurance sales as a licensed insurance agent. Wealthcare Advisory Partners LLC manages approximately $6 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 approach with an evidence-based investment framework, utilizing proprietary quantitative measures and a variety of investment vehicles to construct long-term portfolios.

James Bartolacci is a financial advisor at Wealthcare Advisory Partners LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at IAM Advisory LLC, Royal Alliance Associates, Inc., and Investment Advisors Asset Management, LLC. 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 using proprietary Wealthcare software and a behavioral economics framework, combining passive and active investment strategies supported by quantitative and fundamental analysis.

Nathan Borrmann is a financial advisor at Wealthcare Advisory Partners LLC with a Series 66 credential and three years of industry experience. He has worked at Wealthcare Advisory Partners and LPL Financial since 2021. Prior to his advisory career, he held positions at Whitemarsh Valley Country Club and Cairn University. Wealthcare Advisory Partners manages approximately $6.0 billion in client assets through 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 and offers access to alternative and private placement investments.

Douglas Grom is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has more than 25 years of experience in financial markets, including time on Wall Street and the Chicago Board of Trade. Douglas specializes in helping individuals and families organize their finances and develop personalized strategies to pursue their long-term financial goals. His areas of expertise include college education planning, family wealth management, legacy planning, retirement planning, portfolio management, small business strategies, special needs planning, women and wealth, tax minimization, and retirement income. Douglas holds a Bachelor's Degree from Villanova University and is a Personal Investment Advisor (PIA). He joined Merrill Lynch Wealth Management because he shares the firm's commitment to ethics, customer care, and trust-based relationships. His investment philosophy emphasizes quality investments, diversification, and a long-term outlook. He aims to create customized strategies that clients can understand and rely on. Beyond his professional work, Douglas is actively involved in his community. He serves as Vice President on the Board of Directors of the Springfield Township Rotary Club and is a board member of the East Falls Development Corporation. As a single father of two teenage boys, he also understands firsthand the financial challenges related to college, retirement, long-term care, and estate planning that many of his clients face.

Jon Walheim is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 63 license and 19 years of industry experience. He previously worked at Private Advisor Group, LLC and LPL Financial. Outside of his advisory role, he serves as Vice President of The Walheim Group, providing accounting and tax preparation services. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning supported by proprietary software with an evidence-based investment approach that includes access to alternative investments and third-party managers.

Philip Sears III is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and having 28 years of industry experience. He has been with Great Valley Advisor Group and LPL Financial since 2016. 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, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Peter Kokolus is a CFA® charterholder with 13 years of industry experience. He currently serves as a financial advisor at Mason Investment Advisory Services, Inc., where he has worked since 2026. Prior to joining Mason, he spent 22 years at The Vanguard Group, Inc. Mason Investment Advisory Services, Inc. is an SEC-registered investment adviser managing approximately $15.67 billion across about 1,063 clients. The firm offers fee-based financial planning, separately managed accounts, and institutional services including outsourced chief investment officer engagements, with an investment approach centered on strategic, long-term asset allocation and manager selection.

William Beard is a financial advisor at Wedbush Securities Inc. with 25 years of industry experience. He holds a Series 63 designation and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Stifel Nicolaus & Co. Beard is also associated with MJB Wealth Management Group, a marketing name for Wedbush Securities. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutions, offering brokerage and registered investment advisory services across wealth management, fixed income, commodities, and capital markets. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account solutions alongside commission-based brokerage arrangements.

Joseph Gairo is a financial advisor at Wealthcare Capital Management LLC with a Series 65 credential and two years of industry experience. Prior to joining Wealthcare Capital Management in 2022, he worked at SEI Investments Company for six years. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory, and access to alternative and precious-metal investments, utilizing model portfolios supplemented by alternative investments and specialty platforms.

Ciara Price is a financial advisor at Capital Analysts with 13 years of industry experience. She holds the CFP® and Series 66 credentials and has worked previously at Legacy Solutions, Inc. and Lincoln Investment, LLC. Price serves as Chief Operating Officer and partner at Legacy Solutions, LLC, where she is involved in financial planning and client service. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with an in-house investment team that manages model portfolios and uses a proprietary fund screening process.

Harold Hollinger is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 66 designation and over 53 years of industry experience. He has served as CEO and principal of Newton One Advisors since 2000. Outside of his advisory role, he is involved in insurance and trust administration through Newton One, LLC. M HOLDINGS SECURITIES, Inc. provides advisory and brokerage services to individuals, retirement plans, charitable organizations, corporations, and other entities through a nationwide network of independent firms and financial professionals. The firm offers a range of investment management, retirement plan consulting, financial planning, and insurance advisory services, utilizing both portfolio management and third-party sub-advisors.

Brett Feldman is an investment advisor representative with Wealthcare Advisory Partners LLC and a registered representative with LPL Financial, holding Series 63 and Series 65 licenses. He has five years of industry experience, including roles at Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company. Outside of investment advisory, he is involved in insurance sales through Life Brokerage LLC and Coastal Insurance Consulting, LLC. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors, serving individuals, trusts and estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, client-centered planning process supported by proprietary software and an evidence-based investment framework that integrates behavioral economics and quantitative analysis.

Robert Crowley is a CFP® and CFA® with 37 years of industry experience. He is currently with Wealthcare Advisory Partners LLC and previously led Crowley Wealth Management, Inc. for over four decades. In addition to his financial advisory work, he owns and operates The Crowley Law Firm, LLC, which focuses on estate planning and administration. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of more than 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, combining goals-based planning with an evidence-based investment approach supported by proprietary tools and quantitative measures.