Stephen Mcguire is a CFA® charterholder and Series 63 licensee with one year of industry experience. He currently serves as an advisor at Wealthcare Advisory Partners LLC and previously worked at Bank of China from 2015 to 2020. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework, utilizing proprietary tools and quantitative measures to construct long-term oriented portfolios that include a range of investment options.

Mark Kaskey is a financial advisor with Wedbush Securities Inc. in Radnor, PA, holding Series 63 and Series 65 credentials with 39 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, Stifel Nicolaus & Co., Janney Montgomery Scott, and Ameriprise Advisor Services. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering wealth management, fixed income, commodities, securities lending, and capital markets services through discretionary and non-discretionary portfolio management and extensive operational capabilities.

Grant Rawdin is a CFP® professional with 34 years of industry experience, currently serving at Wescott Financial Advisory Group LLC since 1987. He holds a Series 63 license and is based in Philadelphia, PA. 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.

Jesse Pellegrino is a financial advisor at Wealthcare Advisory Partners LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at IAM Advisory LLC, Investment Advisors Asset Management, LLC, and Royal Alliance Associates, Inc. prior to joining Wealthcare. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by proprietary Wealthcare software and combines evidence-based, quantitative metrics with fundamental, technical, and behavioral analysis to implement both passive and active investment strategies.

John Reilly is a CFA® charterholder with 14 years of industry experience. He has been with 1919 Investment Counsel, LLC since 2005. The firm provides discretionary and non-discretionary investment management and wealth-planning services to a diverse client base, including high-net-worth individuals, institutions, and public entities. 1919 Investment Counsel constructs customized portfolios focused on mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research, and operates as a subsidiary of Stifel Financial Corp.

Aaron Mazer is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with Mariner Independent. He has held positions at firms including JPMorgan Chase Bank and Prudential. He serves as a board member and investment committee member for the MidwayUSA Foundation, a nonprofit supporting youth shooting sports teams nationwide. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management and planning services through independent advisors on its platform, leveraging institutional resources and third-party managers.

Timothy Ferko is a CFP® and ChFC® with 27 years of experience in the financial industry. He has worked at Wescott Financial Advisory Group LLC since 2021 and previously spent 16 years at Allstate Insurance Company. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, and corporations. The firm employs an open-architecture, multi-manager investment approach blending passive and active strategies, and offers services such as portfolio management, pension consulting, family office solutions, and trustee services.

Brian Walsh is a financial advisor with The Ascent Group, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at Osaic Wealth, Inc., Vested Advisors, LLC, and Ameritas Life Insurance Corp. He is also the owner of Cruzen, an LLC developing a mobile services app. The Ascent Group manages approximately $4.93 billion and serves over 3,500 clients through a team of four advisors. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and subadvisory services, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and proprietary model portfolios.

Maria Cacia is a financial advisor at Wealthcare Advisory Partners LLC with 28 years of industry experience. She holds a Series 63 designation and has worked at Wealthcare Advisory Partners since 2018 and LPL Financial since 2012. Outside of her advisory role, she is involved in fixed insurance sales as a licensed insurance agent. Wealthcare Advisory Partners LLC manages approximately $6 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 planning approach with an evidence-based investment framework, utilizing proprietary quantitative measures and a variety of investment vehicles to construct long-term portfolios.

James Bartolacci is a financial advisor at Wealthcare Advisory Partners LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at IAM Advisory LLC, Royal Alliance Associates, Inc., and Investment Advisors Asset Management, LLC. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using proprietary Wealthcare software and a behavioral economics framework, combining passive and active investment strategies supported by quantitative and fundamental analysis.

Vincent Tassone is a financial advisor with Realta Investment Advisors, Inc. in Philadelphia, PA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Causeway Securities LLC, Raymond James & Associates, INC, and First Trust Portfolios L.P. He was also involved with Vinni's Pizza West Deptford, LLC, indicating experience outside the financial sector. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services through a network of advisors, serving individuals, pension plans, and institutional clients. The firm employs individualized strategies that utilize diverse asset allocations and offers multiple portfolio management and consulting options, including third-party manager programs and held-away account management.

Nathan Borrmann is a financial advisor at Wealthcare Advisory Partners LLC with a Series 66 credential and three years of industry experience. He has worked at Wealthcare Advisory Partners and LPL Financial since 2021. Prior to his advisory career, he held positions at Whitemarsh Valley Country Club and Cairn University. Wealthcare Advisory Partners manages approximately $6.0 billion in client assets through over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework and offers access to alternative and private placement investments.

Catherine Town is a financial advisor at The Ascent Group, LLC with five years of industry experience. She holds a Series 66 designation and has previously worked at Osaic Wealth, Inc., Triad Advisors, Ameritas Investment Company, LLC, and Walsh & Nicholson Financial. The Ascent Group manages approximately $4.93 billion and offers discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and subadvisory services to a diverse client base including individuals, trusts, and institutions. The firm employs a range of investment strategies, including mutual funds, ETFs, model portfolios, and independent managers.

Elizabeth Pagano is a CFP® professional with 17 years of experience in financial advisory roles. She is currently with Nations Financial Group, Inc., having joined in 2022 after working at Creative Capital Wealth Management Group and Prudential Advisors. She also operated a self-owned financial planning business from 2019 to 2020. Nations Financial Group, Inc. provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, pension consulting, and model portfolios, employing a range of investment strategies across multiple asset classes and risk profiles.

Douglas Grom is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has more than 25 years of experience in financial markets, including time on Wall Street and the Chicago Board of Trade. Douglas specializes in helping individuals and families organize their finances and develop personalized strategies to pursue their long-term financial goals. His areas of expertise include college education planning, family wealth management, legacy planning, retirement planning, portfolio management, small business strategies, special needs planning, women and wealth, tax minimization, and retirement income. Douglas holds a Bachelor's Degree from Villanova University and is a Personal Investment Advisor (PIA). He joined Merrill Lynch Wealth Management because he shares the firm's commitment to ethics, customer care, and trust-based relationships. His investment philosophy emphasizes quality investments, diversification, and a long-term outlook. He aims to create customized strategies that clients can understand and rely on. Beyond his professional work, Douglas is actively involved in his community. He serves as Vice President on the Board of Directors of the Springfield Township Rotary Club and is a board member of the East Falls Development Corporation. As a single father of two teenage boys, he also understands firsthand the financial challenges related to college, retirement, long-term care, and estate planning that many of his clients face.

Jon Walheim is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 63 license and 19 years of industry experience. He previously worked at Private Advisor Group, LLC and LPL Financial. Outside of his advisory role, he serves as Vice President of The Walheim Group, providing accounting and tax preparation services. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning supported by proprietary software with an evidence-based investment approach that includes access to alternative investments and third-party managers.

Philip Sears III is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and having 28 years of industry experience. He has been with Great Valley Advisor Group and LPL Financial since 2016. Great Valley Advisor Group is an SEC-registered, multi-team 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, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Peter Kokolus is a CFA® charterholder with 13 years of industry experience. He currently serves as a financial advisor at Mason Investment Advisory Services, Inc., where he has worked since 2026. Prior to joining Mason, he spent 22 years at The Vanguard Group, Inc. Mason Investment Advisory Services, Inc. is an SEC-registered investment adviser managing approximately $15.67 billion across about 1,063 clients. The firm offers fee-based financial planning, separately managed accounts, and institutional services including outsourced chief investment officer engagements, with an investment approach centered on strategic, long-term asset allocation and manager selection.

James Crowther is a financial advisor at Calton & Associates, Inc. with 58 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Calton since 2004. Crowther also owns Spartan Planning Agency Inc., which offers property and casualty, life, and health insurance products. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple investment program structures and employs a variety of analytic approaches tailored to client goals and risk tolerance.

William Beard is a financial advisor at Wedbush Securities Inc. with 25 years of industry experience. He previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Stifel Nicolaus & Co. Beard operates MJB Wealth Management Group as a marketing name for his Wedbush Securities business. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, and capital markets, with customized portfolio management strategies tailored to client objectives and risk tolerances.