Robert Ricci is a financial advisor at IAMS Wealth Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has been an owner and independent insurance agent at Solid Rock Financial since 1995, specializing in life insurance, long-term care, and annuities. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management tailored to client objectives, utilizing a range of investment strategies including proprietary and third-party model portfolios.

Micah Fretz is a financial advisor at Beacon Capital Management, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Forthright Capital Partners, Forthright Capital Advisory, Eagle Life Insurance Company, and Lincoln Financial Distributors. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a wide range of clients including individuals, pension plans, corporations, charitable organizations, and institutional clients, using data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.

Susan Arnold is a financial advisor at Roffman Miller Associates Inc with 20 years of industry experience. She holds Series 63 and Series 65 designations and has been with Roffman Miller since 2008. Roffman Miller Associates provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.9 billion across about 1,560 client relationships, using a committee-based investment process that emphasizes tailored asset allocation, long-term objectives, diversification, and fundamental research.

Brendan Hunter is a CFP® certificant based in Conshohocken, PA, with five years of industry experience. He currently works at HBKS Wealth Advisors and has prior experience at Wescott Financial Advisory Group LLC and The Vanguard Group, Inc. HBKS Wealth Advisors serves individual clients across wealth segments, retirement plans, and institutional clients, providing personalized investment management, financial planning, and pension consulting. The firm manages accounts using proprietary model portfolios, sub-advisors, and multiple platform arrangements, offering a broad set of strategies without specializing in a single investment area.

Lisa Borrelli is a financial advisor at Bryn Mawr Trust Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has worked at Bryn Mawr Trust Advisors since 2019, following six years at BDO USA LLP. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation that provides discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, and institutional clients. The firm manages approximately $3.51 billion in regulatory assets and employs a combination of strategic asset allocation, tactical adjustments, active and passive management, and proprietary multi-asset solutions.

Frank Mazzuca is a financial advisor at United Capital Financial Advisors with a Series 65 designation and one year of industry experience. His prior roles include positions at Apexium Financial LP and WealthFD, as well as academic appointments at Saint Joseph's University and St. Augustine Prep. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm supports customized investment solutions and operates an affiliated network of legal, trust, lending, and advisory entities.

Stephen Biggin is a CFA® charterholder with three years of industry experience. He has worked at Bryn Mawr Trust Advisors since 2023 and previously held positions at Bryn Mawr Trust and Sei. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other business entities. The firm offers customized investment strategies using a range of vehicles including Independent Managers, mutual funds, ETFs, and private fund platforms, and serves as a sub-adviser to WSFS Bank’s Wealth division and other advisory firms.

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.

Daniel Hochbaum is a CFA® charterholder with six years of experience at Sage Financial Group, Inc., and prior roles at Glenmede Trust and BlackRock. He has been with Sage Financial Group since 2020 and has a total of four years in the financial advisory industry. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors through discretionary and non-discretionary investment management and financial planning. The firm offers family office services and implements investment strategies based on fundamental analysis and long-term purchase orientation, including allocations to mutual funds, ETFs, and independent managers.

John Murray is a financial advisor at MissionSquare Retirement with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Voya Financial Advisors, Inc., GWN Securities Inc., Persante Healthcare, and Medford Medical Supply. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services delivered through its Guided Pathways program, which includes discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

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.

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.

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.

Christopher Nagel is a CFA® charterholder with six years of experience at HBKS Wealth Advisors and five years in the financial industry, including prior roles at BNY Mellon. He is based in Conshohocken, PA. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients with personalized investment management, financial planning, and pension consulting. The firm employs a broad range of strategies and offers tailored portfolio management, including specialized services for high-net-worth clients through its Level 3 brand.

Rebekah La Corte is a financial advisor at HBKS Wealth Advisors with five years of industry experience. She holds a Series 65 designation and has worked at HBKS since 2017, following five years at Locust Capital Management. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, offering investment management, financial planning, and pension consulting. The firm provides tailored portfolios through various strategies and platforms, including discretionary management and a range of investment options such as fixed income and alternatives.