Robert Miller is a ChFC® credentialed financial advisor with over 42 years of industry experience. He has been with Capital Analysts since 2001 and also holds a longstanding role at Lincoln Investment since 2012. Miller serves on several nonprofit committees, including the Jewish Federation of Greater Philadelphia's Key Donor Life Insurance Program and Congregation Beth Or's Endowment Committee, and is co-chair of the advisory committee for Boys Town Jerusalem’s Mid-Atlantic region. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs, utilizing both discretionary and non-discretionary investment approaches supported by proprietary research.

Matthew Hellebusch is a financial advisor with Portfolio Medics, LLC, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Merrill, Fidelity Federal Planning Corp, and New York Life Insurance Co. He is also an independent insurance agent and benefits advisor through his firm, Hellebusch Financial Solutions, LLC, providing insurance services including annuities. Portfolio Medics serves individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations, offering customized portfolio management and financial planning. The firm integrates fundamental, technical, and cyclical analysis, utilizing diversified investments and various strategies tailored to client objectives and risk tolerance.

Dominique Flipping is a financial advisor at Van Clemens Wealth Management, LLC, holding a Series 66 designation with one year of industry experience. Prior to joining Van Clemens, Flipping worked at The Vanguard Group, Geneva Financial, and Packerland Brokerage Services. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios using various investment strategies and employs third-party managers alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

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 at Capital Analysts with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Analysts since 2015 and Lincoln Investment since 2002. Capital Analysts serves a broad client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network, utilizing both discretionary and non-discretionary investment approaches that include a proprietary mutual-fund screening process.

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.

Thomas McManus is a CFP® professional with 35 years of experience in the financial industry. He has been with Lincoln Investment Planning, Inc. since 1991 and also serves in the United States Navy, Naval International. Outside of his advisory role, he is a member of Axeon Development, LLC, a real estate development company. Capital Analysts serves a diverse client base including 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 delivered through a nationwide network of independent advisors and in-house investment management.

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 credentials 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 advising, he is involved in several business activities including ownership and management roles in convenience stores, tax preparation partnerships, a water ice franchise investment, and leadership positions on local police athletic and police foundation boards. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management and retirement-plan advice. The firm combines discretionary investment management by an internal team with non-discretionary services through advisors and third-party managers, supported by its CAPSL mutual fund screening process and institutional relationships.

Benjamin Fair is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2008. Capital Analysts serves retail and institutional clients, including 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.

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® with six years of industry experience, currently serving as a financial advisor at Encompass More Asset Management LLC. His prior roles include positions at Lincoln Investment Planning and Merrill Lynch. In addition to his advisory work, he is a licensed insurance agent and a full-time account manager at Insurance Technologies dba Hexure, where he sells insurance application software. Encompass More Asset Management LLC provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs model-based investment strategies incorporating proprietary and third-party sub-advisers, offering a range of options including equities, fixed income, private placements, and digital-asset exposures.

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.