Courtney Kelly is a financial advisor at Robertson Stephens with a Series 65 designation and one year of industry experience. Prior to joining Robertson Stephens, she worked at Altera Digital Health and Dimagi. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, investment and pension consulting, and a range of planning services including tax and estate planning.

Callahan Hanson is a financial advisor at MyCIO Wealth Partners, LLC, holding a Series 65 designation and based in Philadelphia, PA. He joined MyCIO Wealth Partners in 2026 after a one-year tenure at Dodge & Cox Investment Management and has prior experience in education and retail. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, pension plans, and charitable organizations. The firm focuses on non-discretionary portfolio management and offers a range of services including financial planning, retirement consulting, and CIO services, with investments across mutual funds, ETFs, private funds, and alternative assets.

Amy Leis is a CFP® with 18 years of industry experience, currently serving as an advisor at Main Street Financial Solutions, LLC. She has worked at Main Street Financial Solutions since 2019 and previously spent 11 years at Janney Montgomery Scott LLC. Outside of her advisory role, she assists with social media consulting for a family-owned furniture design business. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an academic-based, multi-asset class investment approach, utilizing mutual funds, low-cost ETFs, actively managed funds, and alternative investments, while also providing ERISA fiduciary consulting and managing both discretionary and non-discretionary portfolios.

James Ciamacco Jr. is a CFP® professional with seven years of industry experience, currently serving at Wescott Financial Advisory Group LLC. His prior experience includes roles at Certior Financial Group, Mutual Securities, and The Vanguard Group. Outside of his advisory work, he is involved with Quality Community Living, Inc., a nonprofit organization. Wescott Financial Advisory Group serves individual clients, family offices, charitable organizations, and retirement plans, offering wealth management and consulting services. The firm uses an open-architecture, multi-manager investment approach that combines passive and active strategies and focuses on tax-sensitive portfolio construction.

Robert Ebling is a CFP® professional with 16 years of industry experience, currently serving at Main Street Financial Solutions, LLC since 2022. He previously worked at Merrill from 2014 to 2022. Ebling is a committee member of The ESOP Association, a nonprofit organization focused on the promotion of employee stock ownership plans. 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, utilizing mutual funds, low-cost ETFs, active funds, individual securities, and alternative platforms while providing financial planning, wealth management, and fiduciary consulting services.

Farrukh Kazmi is a financial advisor with BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 credentials with 25 years of industry experience. He has been with his current firms since 2010 and 2022, respectively. His other business activities include serving as a financial advisor at A&S Asset Management and managing various real estate office buildings. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets through a network of independent adviser representatives who tailor portfolios using multiple investment structures and strategies.

Ismail Baram is a financial advisor at Saxony Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Saxony Securities, Inc and Workplace Financial Advisors. Outside of his advisory roles, he was employed by Amazon Flex for three years. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model and employs various investment methods, including fundamental and technical analysis, while offering discretionary asset management and fee-based financial planning.

Nicholas Greco is a CFP® and Series 66-registered advisor with four years of industry experience. He is currently with Facet and previously worked at The Vanguard Group, Inc., Morgan Stanley, and The Wolk Law Firm. Outside of finance, he operated Greco Pressure Washing & Property Services for six years. Facet Wealth offers subscription-based financial planning and discretionary investment management to a broad range of individual clients. The firm emphasizes technology-driven, model-based asset allocation primarily using ETFs and provides comprehensive planning services through remote channels.

Gianni De La Cruz is a CFP® with 14 years of industry experience, currently advising at Facet since 2026. His prior roles include positions at Schwab Wealth Advisory Inc, Charles Schwab & Co, Inc., THE Vanguard Group, Inc., and PNC Wealth Management. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, serving a range of households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations focused on exchange-traded funds and uses technology-driven processes to provide comprehensive financial planning and investment management.

Stephen Schmitt Jr. is a financial advisor at Saxony Capital Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Florida Financial Advisors, Inc., Trinity Wealth Securities L.L.C., and Mutual of Omaha. Outside of his advisory role, he controls Workplace Financial Advisors, LLC, a pass-through entity for business revenue and expenses. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm uses a multi-team model and employs a variety of investment approaches including discretionary asset management and third-party manager due diligence.

Michael Applebaum is a Series 63 licensed advisor with 39 years of industry experience. He currently works at Vanderbilt Advisory Services and has prior experience at Janney Montgomery Scott. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, and it offers a range of portfolio management and financial planning services alongside a unique integration with retirement-plan and benefits firms.

Scott Tanker is a financial advisor with Blackridge Asset Management, LLC, holding the ChFC® designation and Series 63 license. He has 33 years of experience in the industry, including roles at Next Financial Group Inc and Walnut Street Securities, Inc. Outside of advising, he owns Tanker Consulting Services, where he consults on merchant services, and he is involved in insurance sales and pension plan consulting with a focus on 401(k) plans. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management through a multi-advisor network and utilizes an affiliated asset management platform alongside third-party providers.

Ryan Crooks is a financial advisor at Roffman Miller Associates Inc with 17 years of industry experience. He has been with Roffman Miller since 2007 and holds the Series 63 and Series 65 designations. Roffman Miller provides discretionary portfolio management and financial planning 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 process focused on long-term objectives, diversification, and fundamental research.

Alan Mandeloff is a CFP® professional based in Philadelphia, PA, with 31 years of industry experience. He currently works at United Capital Financial Advisors and has held prior roles at Apexium Financial LP and Citrin Cooperman & Co., where he also serves as a consultant providing tax and consulting services. United Capital Financial Advisors offers 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 approaches and operates an affiliate network that includes legal and trust services, as well as technology and sub-advisory platforms.

Scott Walden is a financial advisor with Pine Valley Investments in Marlton, NJ. He holds Series 63 and Series 66 licenses and has 11 years of industry experience, including nine years at Merrill prior to joining Pine Valley Investments. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm employs fundamental, technical, and quantitative analysis in managing portfolios, which may include a range of strategies such as long- and short-term trading, options, and structured notes, and serves both direct clients and referred clients through Tri-Party Agreements.

Damien Hanly is a financial advisor at Beacon Global Advisor Network, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Brite Advisors USA, Inc. and DeVere USA INC. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering customized portfolios that combine third-party managed models, mutual funds, ETFs, individual equities, and fixed income, with a specialized pension-transfer service for U.K. expatriates.

Joseph Fishman Jr. is a Series 65-licensed financial advisor with 11 years of industry experience. He is currently associated with Creativeone Wealth, LLC and has previously worked at firms including Changepath, LLC, Benefit Wealth Partners, and Retirement Wealth Advisors. Outside of his advisory roles, he is the owner and agent of Freedom Financial Associates, where he is involved in insurance sales. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to a diverse client base including individuals, corporations, and charitable organizations. The firm employs a range of investment strategies, including proprietary ETF-based core models and boutique equity managers, supported by a platform that facilitates tailored suitability assessments and regular portfolio rebalancing.

Benjamin Janssen is a CFP® professional with two years of industry experience. He currently works at Wescott Financial Advisory Group LLC and has previously held roles at BNY Mellon Wealth Management, Southern New Hampshire, Universal Health Services, Inc., and PDA. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach that combines passive and active strategies with a tax-sensitive, disciplined process and individualized Investment Policy Statements.

Jerry Braatz is a financial advisor at Pine Valley Investments with two years of industry experience. Prior to joining Pine Valley, he worked for eight years at Holman Automotive Group. He holds Series 63 and Series 65 designations. Pine Valley Investments provides discretionary portfolio management, pension consulting, and related advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses fundamental, technical, and quantitative analysis to tailor portfolios and also manages private funds and allocates assets to pooled and private equity vehicles.

Frances Nicoletti is a financial advisor at McAdam LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at McAdam LLC since 2014, previously employed at Purshe Kaplan Sterling Investments from 2014 to 2020. Outside of her advisory role, she coaches soccer at Rutgers-Camden. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial-planning service alongside access to alternative and specialized investment strategies.