Laura Balback is a financial advisor at Diversify Advisory Services, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at DFPG Investments, LLC, CWM Advisory, LLC, Scf Investment Advisors, Inc, and Creative Wealth Management, LLC. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a variety of internal models and third-party solutions across multiple platforms and offers a broad range of investment strategies and consulting services.

Rosemarie Dempsey is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. She previously worked at Hornor, Townsend & Kent, Inc. for 11 years and has been associated with Penn Mutual Life Insurance Company since 2013. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Megan Stack is a financial advisor at CoreCap Advisors with 20 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes a significant tenure at Fidelity Investments and roles at Fidelity Personal and Workplace Advisors before joining CoreCap Advisors. CoreCap Advisors serves individual investors, including high-net-worth and accredited clients, as well as institutional clients such as pension plans, trusts, and corporations. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, focusing on a long-term, relationship-oriented investment approach.

Gordon Glanden is a financial advisor at Bryn Mawr Trust Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked as an independent contractor physical therapist, operating HG PT Solutions LLC. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, and other entities. The firm offers customized investment policy development, diversified portfolio management, and retirement plan fiduciary services, supported by its affiliation with WSFS Financial Corporation and sub-advisory relationships with other RIAs and trust companies.

Jessica Bimonte is a CFP® with six years of industry experience. She currently serves as an investment advisor representative at Dakota Wealth, LLC and is also dually registered with Lokken Investment Group, LLC. Her prior work includes positions at Lokken Investment Group and stables management roles at Leg Up Stables and Millington Stables. Dakota Wealth, LLC serves a diverse client base including high net worth individuals, trusts, foundations, and business enterprises. The firm offers customized wealth management and investment services, emphasizing long-term portfolio construction and active management of private funds and registered ETFs.

Mark Opila is a CFP® professional with 20 years of experience in financial advising, currently with Advisors Capital Management, LLC since 2006. His credentials include Series 63 and Series 65 registrations. Advisors Capital Management serves a diverse client base including individuals, high-net-worth clients, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, providing discretionary portfolio management through customized accounts and model strategies. The firm combines top-down macro analysis with bottom-up security selection across equity, fixed-income, and tactical approaches, managing over $8 billion in assets and acting as an outsourced sub-advisor to intermediaries.

Benjamin Bateman is a financial advisor with Arkadios Wealth Advisors and holds Series 65 and Series 63 licenses. He has 11 years of industry experience, including prior roles at Lincoln Financial Advisors Corporation. Outside of advising, he co-owns a tax preparation and business solutions firm and offers accident and health insurance products. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm provides customized investment plans through various managed accounts and incorporates fundamental, technical, and cyclical analysis within its investment approach.

Eddie Ghabour is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include positions at DFPG Investments, Kestra Advisory, WFG Advisors, and National Life of Vermont. Outside of advisory work, he is involved as a member and owner of a real-estate LLC. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a range of portfolio management and consulting services tailored to client objectives and risk profiles.

William Brooks Sr. is a financial advisor with CL Wealth Management LLC, holding a Series 66 designation and 21 years of industry experience. He previously worked at Wilbanks Securities Advisory and Wilbanks Securities, Inc. Brooks also owns Cuprosper, where he provides minor tax work and consulting services to credit unions. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies through fundamental and technical analysis, custom model portfolios, and ongoing monitoring.

Garrett Hudson is a financial advisor at Dakota Wealth, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Dakota Wealth in 2026, he worked at State Farm Investment Management for four years and has experience in various roles including builder and agricultural company positions. Dakota Wealth, LLC serves a diverse client base including high net worth individuals, trusts, foundations, and business enterprises. The firm offers customized wealth management and investment services with an emphasis on long-term portfolio construction and ongoing oversight, including active management roles in private funds and advisory services for registered investment companies.

Evan Hine is a CFP® and Series 66-registered financial advisor with four years of industry experience. He is currently with Dakota Wealth, LLC and also maintains a dual registration with Lokken Investment Group, LLC. Prior to his advisory roles, he held positions in various financial firms and worked in education at Mount St. Mary's University and Waynesboro Area Senior High School. Dakota Wealth Management provides customized wealth management and investment advisory services to individuals, trusts, retirement plans, foundations, and other entities. The firm employs a diversified investment approach using a range of asset classes and also serves as an investment manager to a registered mutual fund and sub-adviser to an ETF.

Michael Garofalo is a financial advisor at Lifemark Securities Corp. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked as an independent insurance agent since 2011. In addition to his advisory role, he sells and services life, health, fixed annuities, disability, long-term care, Medicare supplemental, and property and casualty insurance. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers various programs including Unified Managed Accounts and Separately Managed Accounts, with a suitability-driven approach that incorporates risk assessments and periodic client reviews.

Sara Lawson is a financial advisor at Bryn Mawr Trust Advisors, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked previously at Malvern Federal Savings Bank and Bell Rock Capital, LLC. 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 policies and diversified portfolios through Independent Managers, mutual funds, ETFs, proprietary accounts, and third-party private fund platforms, including ESG strategies, and serves as a sub-adviser to WSFS Bank’s Wealth division and other trust companies.

David Ali Jr. is a financial advisor at Diversify Advisory Services, LLC with five years of industry experience. He holds a Series 65 designation and has worked at DFPG Investments, LLC, Kestra Advisory Services, LLC, SEI Private Trust Company, and Fusion Gyms. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers a range of financial planning, portfolio management, and consulting services, employing a tactical diversification approach with customized asset allocation to meet client goals and risk tolerance.

Charles Campbell is a financial advisor with Diversify Wealth Management, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at DFPG Investments, LLC, KEY ADVISORS GROUP LLC, and WALTON CORPORATION. Diversify Wealth Management serves a broad range of clients, including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms and offers services such as financial planning, family office and corporate consulting, and portfolio management.

Joseph Ghabour is a financial advisor at Diversify Advisory Services, LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at DFPG Investments, LLC, Kestra Advisory, Kestra Investment Services, LLC, and WFG Investments Inc. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a variety of internal models and third-party solutions across multiple platforms, offering a broad range of investment instruments and strategies.

Eliot Howell is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He previously worked at LPL Financial from 2018 and Wells Fargo Advisors Financial Network LLC from 2008. Howell provides investment advisory services through Private Advisor Group, an independent investment advisor firm. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Benjamin Schropp is a financial advisor with PNC Wealth Management in Lewes, Delaware, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Fidelity Investments and JP Morgan Chase, as well as service with the Delaware Air National Guard. Outside of his advisory work, he is an owner of a rental property. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available via an invitation-only employee pilot. The firm uses algorithmic questionnaires to guide investment strategy selection and employs mutual funds and ETFs with annual rebalancing.

William Poff is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Janney Montgomery Scott since 2013. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including high-net-worth individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of services such as brokerage, financial planning, and advisory programs.

Dawn Dupre is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Prior to joining Janney in 2020, she worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank from 2013 to 2020. She serves on the boards of her local homeowner's association and a country club in Rehoboth Beach, Delaware. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through brokerage services, financial planning, consulting, and various advisory programs, combining in-house portfolio management with third-party managers and offering trustee and custody services.