Douglas Swope is a CFP® with 24 years of industry experience, currently serving at Stillwater Capital Advisors, LLC. He has worked at Stillwater since 2009 and joined CapFinancial Partners, LLC. (CAPTRUST) in 2026. Stillwater Capital Advisors serves individual and high-net-worth clients, as well as pension and endowment plans, charitable organizations, and corporate accounts. The firm offers discretionary portfolio management, non-discretionary investment advice, and pension/endowment services, utilizing a combination of fundamental and cyclical analysis alongside strategic asset allocation.

Jared Quereau is a financial advisor at Baldwin Investment Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Baldwin since 2020, previously employed at Bb&T Securities, LLC. Outside of his advisory role, he serves as a board member for the Joanna Furnace Historical Club, where he assists with maintaining the club’s grounds and farmhouse. Baldwin Investment Management provides portfolio management, financial planning, and access to private funds for individuals, high-net-worth clients, trusts, estates, and various institutional clients. The firm combines fundamental, technical, and cyclical analysis with a proprietary quantitative stock-selection model to manage customized investment portfolios.

Jacob Stull is a financial advisor at Ethos Financial Group, LLC with five years of industry experience. He holds a Series 65 designation and has prior experience at Almanack Investment Partners. Outside of advising, he works as a law special agent with D.H.S., focusing on investigations and physical protection. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, providing investment management and financial planning services. The firm employs a diversified, risk-conscious approach using model portfolios and multiple investment vehicles, supplemented by third-party research and optional tax-overlay management.

Steven Mignogna is a financial advisor with Legacy Advisors, LLC in Plymouth Meeting, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Legacy Advisors and M Holdings Securities, Inc. since 2011. Outside of his advisory roles, he serves as a non-compensated search committee member for The Legacy Foundation. Legacy Advisors, LLC oversees approximately $4.18 billion in client assets and provides portfolio management, financial planning, and retirement plan consulting services to a diverse client base including pension plans, charitable organizations, and individual investors. The firm combines fund, fundamental, and technical analysis with manager monitoring and offers both discretionary and non-discretionary management.

Mark Kaskey is a financial advisor at Wedbush Securities Inc. with 38 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Stifel Nicolaus & Co. Kaskey also operates MJB Wealth Management Group as a marketing name for his securities business at Wedbush Securities. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors. The firm offers a range of brokerage and SEC-registered advisory services, combining broker-dealer, capital markets, custody, clearing, and prime services with managed account solutions.

John Jandrasits is a financial advisor at Girard Advisory Services, LLC with three years of industry experience and a Series 65 credential. His prior roles include positions at Univest Bank and Trust Co and SEI Investments Company. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, and business entities. The firm uses a proprietary research process and an Investment Committee to tailor portfolios through a diversified approach that includes equities, fixed income, mutual funds, ETFs, and specialized strategies, serving both individual clients and plan sponsors.

Nicholas Bucci is a CFP® with 17 years of industry experience, currently serving as a financial advisor at BLBB Advisors. He has previously worked at Hirtle Callaghan & Co. and holds teaching positions at West Chester University and Jefferson University. He also serves as an adjunct instructor at Immaculata College. BLBB Advisors provides investment management and financial planning to individuals, trusts, corporations, business owners, pension plans, and nonprofits, managing approximately $3.25 billion in client assets. The firm offers a range of risk-based investment strategies, personalized planning, and specialized services such as a Global Macro ETF strategy and an equity covered-call overlay.

Philip Rosenau is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 designations and 17 years of industry experience. He previously worked at LPL Financial and The Prudential Insurance Company of America. Rosenau is involved in multiple investment advisory activities through Great Valley Advisor Group and maintains additional business interests in insurance consulting. 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, utilizing a blend of in-house strategies and third-party managers across various platforms.

Christopher Groeber is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Independence Square Holdings, LLC, where he has worked since 2019, and has also been associated with LPL Financial, LLC since 2013. Groeber has involvement in several insurance brokerage activities alongside his advisory role. Independence Square Holdings, LLC provides investment advisory, financial planning, pension consulting, and portfolio management services to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm utilizes a range of portfolio construction methods and integrates both in-house management and third-party solutions, supported by a strong digital platform and ancillary service offerings.

Scott Merkel is a financial advisor at Capital Analysts with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Lincoln Investment Planning, Inc. since 2004. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients, delivering portfolio management through various programs and advisory services. The firm’s investment decisions are guided by an in-house Investment Management & Research team, employing proprietary screening processes and offering both discretionary and non-discretionary options.

Vincent Capone is a financial advisor at StoneX Advisors Inc. with three years of industry experience. He holds the Series 66 credential and has worked at Morgan Stanley and IM Wealth Partners prior to his current roles. Capone assists with investment and insurance business activities in addition to his advisory responsibilities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies through advisor-managed portfolios, proprietary models, and third-party money managers, supported by platforms such as Envestnet and Advyzon.

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.

Christie Mccoy is a financial advisor with Nations Financial Group, Inc. She holds the Series 66 designation and has one year of industry experience. Prior to joining Nations Financial Group, she worked at Wells Fargo Advisors and has a background that includes education and retail roles. Nations Financial Group, Inc. provides advisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a range of portfolio management services using fundamental, technical, quantitative, and tactical investment approaches, with options for both fee-based and commission-based advice.

Aaron Stolpen is a CFA® charterholder with nine years of industry experience. He currently serves as a financial advisor at Legacy Advisors, LLC, where he has worked since 2023. Prior to joining Legacy Advisors, Stolpen held roles at Domani Wealth LLC and Tarbox Family Office, Inc. Legacy Advisors serves individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm offers modular financial planning and portfolio management tailored to clients' objectives and risk tolerance, using a combination of fundamental and technical analysis alongside mutual funds, ETFs, independent managers, and select private funds and derivatives.

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.

Kevin Piotrowicz is a CFA® charterholder with 11 years of industry experience. He is currently affiliated with Legacy Advisors, LLC and M Holdings Securities, Inc., having worked at both firms since 2018. Prior to that, he held positions at J.P. Morgan Chase Bank NA and J.P. Morgan Securities from 2015 to 2018. Legacy Advisors serves individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm provides modular financial planning, portfolio management, retirement plan consulting, and oversight of third-party managers, tailoring advice and portfolios to client objectives and risk tolerance using a variety of investment strategies.

Elizabeth Pagano is a CFP®-certified financial advisor with 16 years of industry experience. She currently works at Nations Financial Group, Inc. and has prior experience with firms including The Vanguard Group and Prudential Advisors. She also serves as a financial planner with McCloskey Financial Group. Nations Financial Group, Inc. provides advisory services to a diverse range of clients including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, pension consulting, and various investment models, employing a mix of fundamental, technical, quantitative, and tactical strategies.

Robert Cawley is a financial advisor at Ethos Financial Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at BCJL Management LLC, Peerless Business Advisors, and Mass Mutual. In addition to his advisory role, Cawley is involved in insurance sales, focusing on life, disability, and long-term care products. Ethos Financial Group serves individuals, trusts, estates, state and municipal entities, and charitable organizations by providing investment management, financial planning, estate planning, and insurance consulting. The firm employs a model portfolio approach emphasizing diversified, risk-conscious allocations using indexed and actively managed products.

Nellie Forst is a financial advisor with Capital Analysts holding Series 63 and Series 66 licenses and has 11 years of industry experience. She has worked at Lincoln Investment and Capital Analysts since 2014. Outside of advisory work, she is involved in managing a rental property. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment research team, and maintains affiliations with Lincoln Investment and Pershing/BNY.

Frank Cariola is a financial advisor with On Investment Management Company, holding the ChFC® designation and Series 63 license, and has 42 years of industry experience. He has worked at THE O.N. Equity Sales Company since 2010 and at Ohio National Financial Services and Capital Analysts Incorporated since 2009. Outside of his advisory work, he is involved with Gideons International as a membership chairman, distributing Bibles globally to schools, prisons, hospitals, and hotels. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs including fee-based planning, access to third-party investment platforms, and both discretionary and non-discretionary managed accounts.