Michael Wojcik is a financial advisor at Pine Valley Investments with 10 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at The Vanguard Group, Inc. for six years before joining Pine Valley Investments in 2020. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm employs a range of strategies based on fundamental, technical, and quantitative analysis and serves both directly managed accounts and clients referred through Tri-Party Agreements.

Kerri Radimer is a financial advisor at Advisory Services Network with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Advisory Services Network since 2018. She also operates APEX Tax Advisors, a tax preparation business, where she works both during and outside of tax season. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisors. The firm employs a diversified investment approach that includes asset allocation and periodic rebalancing, serving clients through various flexible engagement options.

Kathryn Meidt is a financial advisor at BCG Securities, Inc. with three years of industry experience. She holds the Series 66 designation and has worked at BCG Securities and Horace Mann Companies since 2022. Prior to her financial career, she had roles at Tortilla Press Cantina and Double Nickel. BCG Securities serves institutional retirement plans and individual clients, generally those with accounts above $25,000, providing portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes tailored investment policy development and non-discretionary advice while utilizing independent third-party managers and a range of analytical approaches.

Matthew Little is a financial advisor with Main Street Financial Solutions, LLC, holding a Series 66 designation and bringing 21 years of industry experience. His previous roles include positions at Merrill and Bank of America, N.A. He serves as an advisory board member for the Lakeside Home Owners Association, a nonprofit cooperative in New Jersey. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, and business entities. The firm employs an academic-based, multi-asset class investment approach that emphasizes low-cost passive ETFs alongside actively managed funds and individual securities, tailoring portfolios to client objectives and risk profiles.

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.

Nicholas Ferguson is a financial advisor at Gladstone Wealth Partners with eight years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith. 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, with investment approaches tailored at the representative level and supported by platform-level due diligence from its Investment Committee.

Juliet Mcglaughlin is a financial advisor at McAdam LLC with Series 63 and Series 65 licenses. She has been with McAdam since 2019 and also serves as an assistant swim coach at Saint Joseph's Preparatory School. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides financial planning, investment management, and retirement-plan consulting, implementing portfolios through fundamental analysis and offering a range of investment strategies tailored to client objectives.

Joseph Myers is a financial advisor with Calton & Associates, Inc. in Mount Laurel, NJ, holding a Series 63 registration and 44 years of industry experience. He has worked at Calton & Associates since 2016 and owns Myers & Company, a financial advisory business. Myers serves as a board member of Exit Planning Exchange Philadelphia and is a committee member of the Union League of Philadelphia. He is also on the advisory council of the Mount America Foundation, which supports veterans and military families. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both commissionable brokerage and insurance products alongside advisory services, with investment recommendations tailored to client goals, risk tolerance, and liquidity needs.

Thomas Griffiths is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked with LPL Financial and Associated Securities Corp. since 2008 and 2009, respectively. Outside of his advisory role, he is involved with T & Z Financial, LLC for tax purposes. Great Valley Advisor Group is a multi-team SEC-registered 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 combination of in-house strategies and third-party managers.

Sherif Shaban is a Series 66-licensed financial advisor with 14 years of industry experience. He is affiliated with Mutual of Omaha Investor Services, Inc. and has worked with Guardian Solutions and Mutual of Omaha since 2013. Outside of his advisory role, he operates Shaban Solutions LLC, providing insurance services, and works with various companies offering Medicare plans and life insurance products. Mutual of Omaha Investor Services, Inc. serves individuals, corporations, and qualified retirement plans with financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and combines advisory services with broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Drew Paunil is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at McAdam LLC. He has worked at McAdam since 2014 and was previously with Purshe Kaplan Sterling Investments for a decade. Paunil also owns Paunil Enterprises, through which he manages business operations and compensation. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, utilizing fundamental analysis to construct diversified portfolios that include mutual funds, ETFs, independent managers, and specialized strategies such as direct indexing and private investment funds.

Ronald Taraborrelli is a CFP® with 29 years of industry experience, currently serving as an advisor at Stratos Wealth Advisors LLC since 2024. His prior experience includes roles at The Vanguard Group and Fidelity Investments. He is also involved as Director of Finance at Filitalia International, a nonprofit focused on preserving the history and heritage of the Italian-American community. Stratos Wealth Advisors is a multi-team SEC-registered firm with approximately 71 advisors managing about $5.57 billion for individuals, trusts, retirement plans, and institutional accounts. The firm offers a range of services including financial planning, portfolio management, third-party manager programs, OCIO solutions, and insurance consulting, leveraging strategic affiliations with SEI entities to provide access to proprietary products and platforms.

Scott Lermack is a financial advisor at Pine Valley Investments with 21 years of industry experience. He holds the Series 66 designation and has worked at Pine Valley Investments since 2020 and at TIAA since 2014. Outside of his advisory role, he is involved with Pine Valley Planning, an insurance-related business. Pine Valley Investments provides discretionary portfolio management, pension consulting, and related advisory services to individuals, pension plans, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and quantitative analysis to tailor portfolios and manages assets through direct management and subadvisory arrangements.

Isaac Jones is a financial advisor with Pine Valley Investments in Marlton, NJ, holding Series 63 and Series 66 credentials and 13 years of industry experience. He previously worked at Odyssey Capital Advisors and Merrill. Outside of finance, he is involved in athletic training through Jones Sports Training LLC and serves on the board of Impact Services Corporation as well as on the facilities committee at Cardinal O'Hara High School. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and quantitative analysis and offers access to private funds and third-party managers, serving a diverse client base including other advisers.

Joseph Duncan is a financial advisor at Pine Valley Investments with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Pine Valley Investments since 2015. Outside of his advisory role, he owns Reaction Lacrosse, where he teaches lacrosse basics and runs camps and clinics for local youth teams. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension plans, charities, and corporations. The firm employs a range of investment strategies, including fundamental, technical, and quantitative analysis, and serves both directly managed accounts and clients referred through Tri-Party Agreements.

William Walker is a financial advisor with United Capital Financial Advisors in Langhorne, PA. He holds the CFP® and ChFC® designations, as well as a Series 66 license, and has 15 years of industry experience. His prior work includes positions at Mass Mutual Investors Services and METLIFE SECURITIES Inc. He is also involved in selling fixed insurance products including life, health, disability, annuities, and long-term care. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, supported by client-facing technology and research.

David Swiderski is a CFP® professional with 25 years of industry experience, currently serving at Sequent Planning, LLC. He has previously worked at Securities America Advisors, Equitable Advisors, and MSI Financial Services, among others. In addition to his advisory role, he acts as an insurance agent through Futurity First Insurance Group. Sequent Planning, LLC operates as Futurity First Wealth Management and provides investment advisory services to individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm employs a structured risk framework and offers asset management, financial planning, and retirement plan services, supported by a network of independent investment adviser representatives.

Enthony Silva is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, he focuses on helping clients identify what matters most to them and their families to develop tailored strategies aimed at pursuing their financial goals. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Enthony earned his High School Diploma from NorthEast High School and completed an Accredited Certificate Program at the College for Financial Planning.

Jonathan Markoe is a financial advisor at Pine Valley Investments with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J Alden Associates, Purshe Kaplan Sterling Investments, Bank of America, and Merrill Lynch. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and quantitative analysis to tailor portfolios and offers services such as model portfolios, performance reporting, and third-party manager allocation.