Maureen Kozak is a Certified Financial Planner® with 34 years of experience in the financial services industry. She has worked at Nations Financial Group, Inc. since 2009 and previously spent 11 years with Wells Fargo Advisors. Outside of her advisory role, she owns and manages McCloskey Financial Group LLC, which provides investment and advisory services. Nations Financial Group, Inc. serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers a range of portfolio management and consulting services, with investment approaches that incorporate fundamental, technical, quantitative, and tactical strategies across various asset classes.

Luke Shevlin is a financial advisor with Wealthcare Advisory Partners LLC and holds a Series 66 designation. He has three years of industry experience, including roles with LPL Financial LLC. Outside of advising, he is involved in ride-share and delivery work with Uber and DoorDash. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using proprietary software and behavioral economics, integrating both passive and active investment strategies.

Michael McAdam is a financial advisor with McAdam LLC in Radnor, PA, holding a Series 66 designation and 25 years of industry experience. He has worked at Madison Avenue Securities, Purshe Kaplan Sterling Investments, and currently at McAdam LLC since 2014. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, managing client portfolios with a diversified approach that includes mutual funds, ETFs, individual securities, and alternative investments.

Kerry Cahill is a financial advisor at Beacon Capital Management, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Spc and Midland National Life Insurance Company. Cahill also manages a rental property in Florida outside of his advisory work. Beacon Capital Management provides third-party model portfolio management and discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm utilizes mechanical, data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.

Richard Mowrer is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His prior work includes roles at Fidelity Investments, MassMutual Life Insurance, MML Investors Services, Prudential Insurance, Bluestone Capital Management, OceanSquare Asset Management, and BlackRock. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a mix of passive, active, tactical, and blended strategies, and provides ongoing monitoring and due diligence, with access to a variety of investment instruments and affiliated services.

James Locke Jr. is a financial advisor at Sound Income Strategies, LLC with eight years of industry experience. He holds a Series 65 designation and has worked previously with Retirement Income Source Mid-Atlantic, BFC Planning, Inc., Poole Locke Associates, and Compass Institutional Marketing. Outside of his advisory work, he holds a minority ownership interest in a company that installs removable pool fences. Sound Income Strategies serves a diverse client base including individuals, corporate and pension clients, registered advisors, and retirement plans. The firm’s investment approach focuses on fixed-income and income-oriented strategies, employing active portfolio management and allocation to third-party managers, while also providing insurance planning and educational workshops through affiliated entities.

Emily Mc Guire is an advisor with Capital Analysts, holding Series 63 and Series 66 designations and three years of industry experience. Her prior roles include positions at Lincoln Investment, Northwestern Mutual, and The Vanguard Group, Inc. Outside of finance, she has experience with Azie Media and Dairy Cottage. Capital Analysts serves retail and institutional clients, including individuals, 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 in-house investment management.

Ryan Conlin is a CFP® professional with 16 years of industry experience. He is currently with Wealthcare Advisory Partners LLC, where he has worked since 2026. Prior to this, he spent six years at IAM Advisory LLC and ten years at Investment Advisors Asset Management, LLC and Royal Alliance Associates, Inc. Conlin also operates a sole proprietorship offering life, health, and accident insurance products. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that integrates patented Wealthcare software and behavioral economics, using a combination of proprietary quantitative metrics, fundamental, technical, and behavioral analysis to guide portfolio management and planning.

Steven Jolley is a financial advisor with Alera Investment Advisors, LLC, holding a Series 66 designation and 15 years of industry experience. His background includes roles at Merrill, Triad Advisors, and Walsh & Nicholson Financial Group. Outside of finance, he serves as a radio color analyst for Red Bull New York and as a matchday evaluator for Major League Soccer, in addition to coaching youth soccer locally. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis driven investment approach and integrates its services with insurance and pension-consulting platforms.

John Gray is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with MissionSquare Retirement and has previous experience at T. Rowe Price and CITI Private Bank. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services tailored for participants and IRAs held at MissionSquare. Its Guided Pathways Advisory Services include discretionary Managed Accounts and Fund Advice developed by Morningstar Investment Management, employing quantitative and qualitative methods to personalize investment advice within an integrated multi-team advisory structure.

Ryan Baumbach is a financial advisor with AssuredPartners Investment Advisors and holds a Series 66 designation. He has eight years of industry experience, including prior roles at Edward Jones and Lighthouse Financial Advisory Group. Baumbach is also licensed as an insurance agent, dedicating a portion of his time to selling insurance products. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices.

James Krause is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at LPL Financial, Hornor Townsend & Kent, Inc, AdvisorNet Wealth Partners, and Cetera Wealth Services. He operates an independent investment advisory business through Wealthcare Advisory Partners LLC. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that integrates patented software and behavioral economics with evidence-based quantitative metrics, combining passive and active investment strategies and dynamic rebalancing as appropriate.

Christopher Ouimet is a CFA® charterholder with five years of industry experience. He has been with Logan Capital Management, Inc. since 2019 and previously worked at Manulife/John Hancock from 2011 to 2019. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for a diverse client base, including high-net-worth individuals, institutions, retirement plans, and public funds. The firm integrates macroeconomic analysis, proprietary quantitative screening, fundamental research, and technical analysis across multiple equity and fixed-income strategies.

Richard Thomas is a CFP® and ChFC® with 31 years of industry experience. He is affiliated with Perigon Wealth Management, LLC and Purshe Kaplan Sterling Investments, Inc., serving as an investment advisor representative and registered representative since 2022. Prior to this, he held roles at Sagepoint Financial, First Allied Advisory Services, First Allied Securities, and Greenville Financial Group. Outside of his advisory work, Thomas serves as Treasurer for the Concord Soccer Association, a nonprofit focused on youth development through soccer. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to clients’ objectives and risk tolerance, often utilizing sub-advisors or turnkey asset management programs while maintaining oversight and conducting regular reviews.

Nicholas Willson is a financial advisor at Mission Wealth Management, LP in Radnor, PA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Sequoia Financial Group, RKL, and the Opake Institute. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm offers customized wealth management and financial planning focused on long-term strategies utilizing a diverse range of investment vehicles and incorporates tax-aware trading and rebalancing.

Paul Mcclatchy Jr. is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Bryn Mawr Trust Advisors, LLC. His prior roles include five years at Planning Capital Management and five years at Sterling Investment Advisors Ltd. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other entities. The firm offers customized investment policies and diversified portfolios through a range of investment vehicles, including ESG strategies, and maintains affiliations with WSFS Bank and other trust companies.

Dominick Leuzzi IV is a financial advisor with Alera Investment Advisors, LLC, holding a Series 66 credential and four years of industry experience. His prior roles include positions at The Ascent Group, LLC, Triad Advisors, and Ameritas Advisory Services. Outside of his advisory work, he is a co-founder of Tea Shirt Company, LLC, a non-investment-related business. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis driven investment approach and integrates insurance and pension consulting platforms into its services.

Sean Becker is a financial advisor with NWF Advisory Services Inc and holds a Series 66 credential. He has 17 years of industry experience, with previous roles at Cadaret, Grant & Co., Inc., The Ameriflex Group, Inc., and OSAIC. Becker also serves as president of Becker Wealth Management, where he provides wealth management, financial planning, and investment advisory services. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients with a technology-driven, open-architecture platform offering portfolio management, financial planning, and retirement plan consulting services.

Jason Forsythe is a financial advisor with Wealthcare Advisory Partners LLC in West Chester, PA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Wealthcare Advisory Partners since 2018 and has a concurrent affiliation with LPL Financial beginning in 2013. Forsythe is also an agent at Miller's Insurance Agency, focusing on life, disability, and long-term care insurance. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based planning process supported by proprietary software and combines behavioral economics with quantitative and fundamental analysis to construct diversified, long-term investment portfolios.

Patrick Chirchirillo is a financial advisor at McAdam LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at McAdam LLC since 2014, with prior experience at Purshe Kaplan Sterling Investments and Madison Avenue Securities. McAdam LLC is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial-planning service alongside access to alternative and specialized investment strategies.