Matthew Hellebusch is a financial advisor at Portfolio Medics, LLC with 27 years of industry experience. He holds Series 63, Series 66, and Series 65 licenses and has worked at firms including Merrill, Equitable Advisors, Fidelity Federal Planning Corp, and New York Life Insurance. In addition to his advisory role, he operates Hellebusch Financial Solutions, LLC, where he serves as an independent insurance agent and benefits advisor to businesses. 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 portfolios using diversified assets and combines fundamental, technical, and cyclical analysis in its investment approach.

Ronald Sala is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 63 designation and bringing 30 years of industry experience. His prior roles include positions at Capital Analysts, Lincoln Investment, and Meeder Investment Management. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based, client-centered planning process with an evidence-based investment approach, utilizing proprietary quantitative measures alongside fundamental and technical analysis to construct long-term portfolios.

Michael Wojcik is a financial advisor at Pine Valley Investments with 10 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at The Vanguard Group, Inc. for six years before joining Pine Valley Investments in 2020. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm employs a range of strategies based on fundamental, technical, and quantitative analysis and serves both directly managed accounts and clients referred through Tri-Party Agreements.

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.

Rian Steinbiss is a financial advisor with Capital Analysts and holds Series 63 and Series 65 designations. He has 26 years of industry experience, including roles at Capital Analysts since 2015 and Lincoln Investment since 2002. Capital Analysts serves retail and institutional clients such as individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Kathryn Meidt is a financial advisor with BCG Securities, Inc. and holds a Series 66 designation. She has four years of industry experience and has worked at Horace Mann Companies and Horace Mann Investors, Inc. since 2022. Prior to her financial services career, she was involved in the hospitality industry. BCG Securities serves institutional retirement plans and individual clients with accounts generally above $25,000. The firm provides portfolio management, financial planning, pension consulting, and wealth management services, emphasizing tailored investment policy statements and the use of independent third-party managers.

Zachary Candelore is a financial advisor at Mutual of Omaha Investor Services, Inc. with six years of industry experience. He holds Series 63 and Series 65 designations and has worked in the financial services sector since 2019. Outside of his advisory role, he is employed in the food service industry as a bartender and server at local establishments in Philadelphia. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and acts as a conduit to third-party managers, serving a broad client base including both non-high-net-worth and high-net-worth individuals.

Richard Gaglianese is a financial advisor with Capital Analysts, holding Series 63 and Series 65 designations and over 34 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1992 and has been self-employed since 1989. Outside of his advisory role, he serves as board president for both the Abington Police Athletic League and the Abington Township Police Foundation, organizations focused on community safety and youth programs. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm delivers investment management through an in-house team and third-party managers, supported by proprietary screening tools and institutional relationships.

Jeffrey Heppard is a financial advisor at Belpointe Asset Management LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Smith Barney and Citigroup Global Markets. Heppard is also involved with Chaslyn Financial Group, providing investment advisory and insurance solutions. Belpointe serves a diverse client base, offering discretionary investment management, financial planning, and retirement plan consulting. The firm uses customized portfolios and a range of investment strategies tailored to client objectives, supported by affiliated businesses and product sponsorships.

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 at Main Street Financial Solutions, LLC with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. He serves as an advisory board member for the Lakeside Home Owners Association, a nonprofit cooperative. Main Street Financial Solutions serves a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm employs an academic-based, multi-asset class investment approach that emphasizes low-cost passive ETFs while incorporating actively managed funds and other securities, tailoring portfolios to client objectives and risk profiles.

Mark Mcgaurn is a CFP® professional with 19 years of industry experience. He has been with CreativeOne Securities, LLC since 2016. Outside of his advisory work, Mcgaurn is involved in coaching wrestling. CreativeOne Securities, LLC is a multi-advisor RIA serving individuals, retirement plans, trusts, charitable organizations, and businesses. The firm provides financial planning, portfolio management, fiduciary services, and access to third-party managers through its proprietary CreativeOne Wealth platform.

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.

Philip Comer is a CFP® professional with six years of industry experience. He currently works at Encompass More Asset Management LLC and has held prior roles at firms including Global View Capital Management, Lincoln Investment Planning, Holman Insurance, and Merrill Lynch. Outside of his advisory work, Comer is an account manager for Insurance Technologies dba Hexure, selling insurance application software to carriers. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm manages approximately $985 million across about 4,000 clients, employing model-based strategies that combine proprietary and third-party sub-advisers with a range of investment options including equities, fixed income, private placements, and digital assets.

Nicholas Ferguson is a financial advisor at Gladstone Wealth Partners with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America and Merrill Lynch. Ferguson is also involved with Everest Wealth Partners in an investment-related capacity. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment strategies, with a focus on integrating retirement-plan services and institutional manager relationships.

Joseph England is a financial advisor with Prosperity - An EisnerAmper Company, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Commonwealth Financial Network, CPA Investment Advisors Inc, and EisnerAmper Wealth Management & Corporate Benefits, LLC. He serves as a board member at Gwynedd Mercy University. Prosperity - An EisnerAmper Company advises individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, managing approximately $5 billion in client assets across a team of about 63 advisors.

Juliet Mcglaughlin is a financial advisor at McAdam LLC with Series 63 and Series 65 licenses. She has been with McAdam since 2019 and also serves as an assistant swim coach at Saint Joseph's Preparatory School. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides financial planning, investment management, and retirement-plan consulting, implementing portfolios through fundamental analysis and offering a range of investment strategies tailored to client objectives.

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.