Michael Capriotti is a financial advisor with Great Valley Advisor Group, LLC in Philadelphia, holding a Series 65 credential and seven years of industry experience. He has worked at Todd & Todd LLP since 2009, accumulating 17 years in tax accounting as a CPA. Capriotti also operates Cappy's Financial Planning LLC, providing investment planning and wealth management services. 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, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.

Christopher Baumann is a financial advisor with BCG Securities, Inc., holding a Series 66 credential and six years of industry experience. He previously worked at Royal Alliance and has experience in property and casualty insurance sales. Baumann is also an insurance agent outside of his advisory role. BCG Securities serves institutional retirement plans and individual clients with accounts typically above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes customized investment policy statements and often implements advice on a non-discretionary basis while utilizing third-party managers and a range of investment analyses.

Shanley Campbell is a CFP® and ChFC® with 21 years of industry experience. She has worked at Continuum Advisory, LLC since 2018 and previously held roles at Triad Advisors and Signator Investors, Inc. Outside of her advisory role, she is involved in insurance sales, providing fixed insurance products such as annuities and life insurance. Continuum Advisory serves both individual and institutional clients, offering financial planning, consulting, and discretionary portfolio management. The firm is known for its integrated professional services and uses a variety of investment vehicles, including mutual funds, ETPs, individual securities, and model portfolios.

Michael Clark is a financial advisor with 30 years of industry experience, currently serving at 1919 Investment Counsel, LLC since 2005. He holds Series 63 and Series 65 licenses. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, pension plans, and public entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research.

Delaney George is a financial advisor at BC Advisors, LLC with two years of industry experience. Prior to his current role, he worked at MAFG RIA Services, Inc. and spent nine years in education from middle school through college levels. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and institutional clients. The firm focuses on non-discretionary investment recommendations based on fundamental analysis supplemented by technical review, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Matthew Hellebusch is a financial advisor at Portfolio Medics, LLC with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at firms such as Fidelity Federal Planning Corp and New York Life Insurance Co. In addition to his advisory work, he is an independent insurance agent and benefits advisor through his firm, Hellebusch Financial Solutions, LLC, providing insurance services including annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm offers customized portfolio management using diversified mutual funds, ETFs, individual stocks, bonds, and access to independent managers, employing a mix of fundamental, technical, and cyclical analysis.

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.

Bethany Landis is a CFP® professional with nine years of industry experience, currently serving at Wescott Financial Advisory Group LLC since 2022. Prior to this, she worked for over two decades at Asset Planning Services Ltd. 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 within a tax-sensitive, disciplined process supported by individualized Investment Policy Statements.

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.

Zachary Candelore is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2019. Outside of advisory work, he is involved in the food service industry as a bartender and server at Moonshine Philly and Jaxx Taproom in Philadelphia. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, managed accounts, and retirement plan consulting, primarily delivered through its network of Investment Advisor Representatives using approved model portfolios and managers.

Peter Gaertner is a CFP®-credentialed financial advisor with 16 years of industry experience. He currently works at Roffman Miller Associates Inc and has previously held roles at Bryn Mawr Capital Management, Affinity Wealth Management, Mercap Securities, Delaware State University, and Coastal Equities. Roffman Miller Associates provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.9 billion across 1,560 client relationships, utilizing a committee-based investment process focused on long-term goals, diversification, and fundamental research.

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.

Alan Gubernick is a financial advisor at Prosperity - An EisnerAmper Company with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at firms including Commonwealth Financial Network and EisnerAmper. Outside of his advisory role, Gubernick serves on the boards of several nonprofit organizations, including the Anti-Defamation League and Philadelphia Youth Basketball. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $5 billion in assets with a focus on asset allocation and diversification, using both discretionary and non-discretionary management alongside third-party independent managers and technology platforms.

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 the Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Ferguson is also involved with Everest Wealth Partners in an investment-related role. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individual and high-net-worth clients, corporations, pension plans, and charitable organizations. The firm operates through a network of independent adviser representatives and offers discretionary portfolio management, access to third-party managers, and ongoing financial planning and consulting services.

Joseph England is a financial advisor with Prosperity - An EisnerAmper Company, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has previously worked with firms including Commonwealth Financial Network and CPA Investment Advisors Inc. England serves as a board member at Gwynedd Mercy University. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, utilizing both discretionary and non-discretionary management with third-party Independent Managers and model portfolios.

Andrew Keefer is a CFP® and CFA® registered with Bryn Mawr Trust Advisors, LLC, with three years of industry experience. He has worked at Bryn Mawr Capital Management, LLC, WSFS, and Bryn Mawr Trust Company. Bryn Mawr Trust Advisors, LLC is a bank-affiliated SEC-registered investment adviser providing discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm manages a blend of active and passive strategies, utilizing proprietary multi-asset solutions and third-party platforms, and reported approximately $3.51 billion in assets under management as of December 31, 2025.

Susan Green is a CFP® professional with 10 years of industry experience, currently serving at Wescott Financial Advisory Group LLC since 2013. She is based in Cinnaminson, NJ. 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 combining passive and active strategies within a tax-sensitive, disciplined process, supported by an in-house research team and individualized Investment Policy Statements.

Cole Hofmann is a financial advisor at Roffman Miller Associates Inc in Philadelphia, PA. He holds a Series 65 designation and has been with Roffman Miller since 2022. Prior to joining the firm, he worked in academic roles at the University of Iowa and Monmouth University. 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, utilizing a committee-based process to tailor asset allocation with an emphasis on long-term objectives, diversification, and fundamental research.