Nicholas Adornetto is a CFP® with 20 years of industry experience, currently serving at BCG Securities, Inc. since 2013. He holds a Series 63 designation and is based in Phoenixville, PA. Outside of his advisory role, he dedicates time to fixed insurance products, including life, health, disability, and annuities. BCG Securities offers portfolio management, financial planning, pension consulting, and wealth-management services to retirement plans and individual accounts. The firm employs a diverse investment process using fundamental, technical, and third-party manager analysis, managing accounts on both discretionary and non-discretionary bases.

Virginia Harriett is a CFP® with 44 years of industry experience, currently affiliated with Capital Analysts. She has worked at Lincoln Investment Planning, Inc. since 1983. Outside of her advisory role, she serves as chair of the administrative council at Medford United Methodist Church and is a member of a professional board where she presents on CFP Ethics annually. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a network of independent advisors and an in-house investment team utilizing a proprietary mutual fund screening process.

Mark Meseroll is a financial advisor at BCG Securities, Inc. with 17 years of industry experience. He holds the Series 63 and Series 65 credentials and has a background that includes roles at Horace Mann Companies and self-employment since 2007. Outside of his advisory work, he is involved as an insurance broker specializing in life, annuities, long-term care, and disability insurance. BCG Securities serves institutional retirement plans and individual clients, generally those with accounts above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm uses a tailored, non-discretionary approach and regularly engages independent third-party managers while providing both retail and pension consulting through its affiliations with Horace Mann entities.

Ronald Madey is a CFA® charterholder with 16 years of industry experience. He serves as President and Chief Investment Officer of Wealthcare Capital Management LLC and its affiliate, Wealthcare Advisory Partners LLC, where he has worked since 2014. Wealthcare Capital Management LLC is a multi-team SEC-registered advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm offers portfolio management, financial planning, retirement plan advisory, and access to alternative and precious-metal investments, employing an evidence-based investment framework overseen by an Investment Policy Committee.

Gerard Guertin is a financial advisor with Roffman Miller Associates Inc in Philadelphia, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience, including roles at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2012, and has been with Roffman Miller Associates since 2016. Roffman Miller provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, managing approximately $2.9 billion across about 1,560 client relationships. The firm employs a committee-based investment process focused on long-term objectives, diversification, and fundamental research, primarily using individual stocks and bonds with selective use of mutual funds and ETFs.

James Varley Jr. is a financial advisor at Pine Valley Investments with six years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Edward Jones, and Morgan Stanley. Prior to his advisory career, he was employed at the Masonic Home of New Jersey for six years. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individual, high-net-worth, and institutional clients. The firm employs a range of investment strategies including long- and short-term trading, options, and structured notes, and manages both directly managed accounts and pooled investment vehicles.

Kaley Ryan is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA, holding a Series 65 designation with two years of industry experience. Her prior roles include positions at Artcraft and Muhlenberg College. MyCIO Wealth Partners serves high-net-worth individuals, trusts, estates, pension plans, and charitable organizations, providing a range of advisory services including portfolio management, financial planning, and retirement consulting. The firm focuses primarily on non-discretionary portfolio recommendations and offers access to diverse investment vehicles, including alternative investments and affiliated private pooled funds.

Triinu Barclay is a financial advisor at Continuum Advisory, LLC with a Series 65 designation and no prior industry experience. Before joining Continuum, she worked at Rassler Financial and Berkshire Hathaway Fox & Roach among other roles. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management services to individuals—including high-net-worth clients—and institutional clients such as pension and profit-sharing plans. The firm uses a range of investment vehicles and offers integrated professional services through its multi-team structure.

Jack Cassidy is a financial advisor at SAX Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 credential and has worked primarily with SAX Wealth Advisors since 2019, with a brief tenure at JP Morgan Chase in 2022. Outside of his financial advisory career, he worked for the Borough of Lincoln Park from 2016 to 2020. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based asset allocation strategy using low-cost, passive mutual funds and ETFs, supplemented by customized fixed-income ladders, third-party sub-advisers, and specialized advisory services including alternative investments and employee benefit plan consulting.

Anthony Pena is a financial advisor at Belpointe Asset Management LLC with a Series 65 credential. He has professional experience spanning roles in real estate and faith-based community outreach prior to his current advisory position. Pena has worked as a real estate agent with Better Homes & Gardens Real Estate and participates in voting on resource distributions for missionaries through the Baptist Resource Network. Belpointe Asset Management serves a wide range of clients, including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and consulting services, utilizing customized portfolios and a mix of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Kevin Quinn is a financial advisor with Wedbush Securities Inc. holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at Wedbush Securities since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Quinn is part of the Bailey & Quinn Financial Consulting Group, a team within Wedbush Securities. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm delivers tailored portfolio management strategies and supports both discretionary and non-discretionary accounts.

James White Jr. is a financial advisor at Elm Wealth with eight years of industry experience. He holds a Series 65 designation and has worked at Elm Partners Management LLC since 2017, following a nine-year tenure at PAC Partners. Elm Wealth manages approximately $3 billion in discretionary assets, providing advisory services across a range of clients including pooled investment vehicles, an exchange-traded fund, private and offshore funds, and high-net-worth individuals. The firm employs a rules-based, dynamic asset-allocation strategy utilizing low-cost mutual funds and ETFs and is notable for managing diverse vehicle types including ETFs, private funds, and bespoke managed accounts.

Kevin Cooke is a CFP® professional at Roffman Miller Associates Inc with 17 years of industry experience. He has been with Roffman Miller since 2014, previously working at Cooke Financial Planning and Veritat Advisors. Roffman Miller serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and corporations, generally working with accounts at or above a $1,000,000 minimum. The firm uses a team-oriented investment approach focused on long-term objectives, diversification, and fundamental security selection, supported by a formal Investment Committee.

Anita Sopenoff is a financial advisor with Silver Oak Securities, Inc. in Voorhees, NJ, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her prior experience includes roles at Securities America Advisors, Sagepoint Financial, and American General Securities, as well as operating her own insurance business since 2004. She is also a member of the Philadelphia Securities Association, a professional development group for investment professionals. Silver Oak Securities, Inc. serves a broad client base including individuals, high-net-worth clients, pension plans, corporations, and trusts through a network of over 100 financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs tailored to client objectives, emphasizing a primarily discretionary investment approach supported by ongoing model monitoring and automated investment processes.

Frank Violante is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Lincoln Investment, Wells Fargo Clearing, Wells Fargo Advisors LLC, TD Wealth Management Services Inc., Banc of America Investment Services, Quick & Reilly, and Prudential Equity Group. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed portfolios, access to third-party managers, and retirement-plan advice through a network of independent advisors and firm-managed programs.

Magdalena Dobrowolska is a financial advisor at Bryn Mawr Trust Advisors, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at Bryn Mawr Capital Management, WSFS, Wealth Enhancement Group, and CMG Capital Management Group. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, and corporations. The firm utilizes diversified portfolios with Independent Managers, mutual funds, ETFs, and private fund platforms, and offers both discretionary and non-discretionary portfolio management.

Danajette Kurtz is a financial advisor with Wedbush Securities Inc. in Radnor, PA, holding a Series 66 designation and 17 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of portfolio management, wealth management, and institutional research services.

Majid Kureshi is a financial advisor at BFC Planning, Inc. with 10 years of industry experience. He holds a Series 66 designation and has been with BFC Planning and Berthel Fisher & Company Financial Services since 2015. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, and trusts. The firm provides financial planning, portfolio management, and access to various investment platforms through a network of approximately 200 advisers.

Thomas Keefer is a financial advisor at Bryn Mawr Trust Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at PNC Investments, Commonwealth Financial Network, WSFS Wealth Investments, and PayPal. Keefer also spends part of his time involved in fixed insurance sales conducted at his branch location. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser serving individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm offers discretionary investment management and financial planning, employing a proprietary multi-asset investment approach that integrates strategic asset allocation, tactical adjustments, and a mix of active and passive managers.

Mark Bradford is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Bryn Mawr Trust Advisors, LLC. His prior roles include positions at Bryn Mawr Trust and PNC Bank, where he held various investment-related responsibilities over an 18-year period. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser affiliated with WSFS Financial Corporation, providing discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, and institutional clients. The firm utilizes customized investment policy statements through its Proprietary Multi-Asset Solutions, combining strategic asset allocation with both active and passive management approaches.