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 is a CFP® professional with six years of industry experience, currently serving as an advisor at Wescott Financial Advisory Group LLC. His prior roles include positions 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 LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, trusts, foundations, pension plans, and corporations. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies with a tax-sensitive, disciplined process tailored through individualized Investment Policy Statements.

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.

Gianni De La Cruz is a CFP®-certified financial advisor at Facet with 13 years of industry experience. He previously worked at Charles Schwab & Co., Inc., Schwab Wealth Advisory Inc., The Vanguard Group, Inc., and PNC Wealth Management. Facet Wealth offers subscription-based financial planning and discretionary investment management to both non-high-net-worth and high-net-worth households, utilizing technology-driven processes and a flat subscription fee model rather than percentage-based asset fees. The firm provides a wide range of planning services supported by proprietary algorithms and regular portfolio management.

Stephen Schmitt Jr. is a financial advisor at Saxony Capital Management, LLC with 14 years of industry experience. He has held positions at several firms including Saxony Securities, Florida Financial Advisors, and Trinity Wealth Securities. Schmitt holds Series 63 and Series 65 designations. 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 with 38 advisors and offers discretionary asset management alongside hourly or flat-fee planning and consulting.

Jennifer Telesca is a financial advisor at XML Financial Group with 25 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Wells Fargo Advisors Financial Network, John Hancock Advisers, and MFC Global Investment Management. XML Financial Group provides investment management, financial planning, retirement plan consulting, and wrap fee programs to a diverse retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates a multi-advisor team model and uses a blend of fundamental and technical analysis, incorporating third-party managers and an internal Investment Committee to tailor portfolios to client needs.

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 a ChFC® designation and Series 63 license. He has 33 years of industry experience, including prior roles at Next Financial Group Inc. Outside of advising, he owns Tanker Consulting Services, providing merchant services consulting, and works as an insurance agent and pension plan consultant through Tanker Consulting Group LLC. Blackridge Asset Management offers financial planning and investment management services to a range of clients, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs model-based portfolio management and collaborates with third-party managers while using a combination of fundamental, technical, and charting analysis.

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 at Pine Valley Investments with 11 years of industry experience. He holds Series 66 and Series 63 registrations and previously worked for Merrill from 2014 to 2023. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm employs a range of analytical strategies and manages both directly held accounts and pooled investment vehicles, including affiliated private funds.

Damien Hanly is a financial advisor with Beacon Global Advisor Network, LLC, holding a Series 65 designation and 10 years of industry experience. He previously worked at Brite Advisors USA, Inc. and DeVere USA INC. Beacon Global Advisor Network, LLC serves individual clients across a network of about 60 independent advisors, offering discretionary portfolio management, modular financial planning, and retirement consulting. The firm specializes in tailored investment strategies using mutual funds, ETFs, equities, and fixed income, with a distinct focus on U.K. expatriates and excludes corporate or charitable organization clients.

Thomas Damasco is a CFA® charterholder with 15 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. since 2022. His prior roles include positions at TD Private Client Wealth LLC, TD Bank, N.A., TD Ameritrade, Merrill, and Ameriprise. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, emphasizing a predominantly non-discretionary asset mix.

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.