Michael Church is a financial advisor at Addison Capital with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Nest Investments BD LLC and Nest Investments LLC since 2016 and 2018, respectively. He is also the Managing Partner of Numismatic LLC, a role he dedicates approximately 16 hours per month to. Addison Capital provides investment supervisory services and financial consultations to individual, high-net-worth, and institutional clients. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor portfolios across a broad range of asset classes, managing accounts on both discretionary and non-discretionary bases.

James Gowen II is a CFA® charterholder with over 11 years of experience in the investment industry. He is currently with Radnor Capital Management, LLC and has previously worked at Spouting Rock Asset Management and Kalmar Investments. Gowen serves as a compensated trustee for families and as a trustee for the Diomedes Foundation trust managed by Radnor Capital; he also participates on the investment committee of the HMS School, a local nonprofit in Philadelphia. Radnor Capital Management provides consulting, investment management, and wealth management services to individuals, families, trusts, businesses, foundations, religious organizations, and other institutions. The firm focuses on bottom-up, fundamental security analysis and typically constructs concentrated equity portfolios with a contrarian, core style approach.

Edward Rimbenieks is a financial advisor at Sharp Financial with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Inc. and J Alden Associates, Inc. alongside his current role at Sharp Wealth Advisory, where he has been involved in wealth planning and client relationship management since 2019. Sharp Financial serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, other registered investment advisers, and family offices. The firm manages approximately $502 million with a team of seven advisors across eight offices, utilizing a tactical, risk-based investment process that incorporates technical and cyclical indicators to guide dynamic asset allocation and portfolio management.

Catherine Delany is a financial advisor at Meridian Wealth Partners, LLC with a Series 65 credential and one year of industry experience. Her prior roles include positions at Aztec Group, Z21 Corporation, and KPMG. Meridian Wealth Partners is an SEC-registered advisory firm managing approximately $1.37 billion for about 707 clients through a ten-advisor team. The firm offers comprehensive financial planning and discretionary portfolio management for individuals, trusts, estates, and institutional clients, employing a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis.

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 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.

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.

Vincent Capone is a financial advisor at StoneX Advisors Inc. with three years of industry experience and holds the Series 66 designation. His prior roles include positions at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. He also assists clients with investments and insurance through a junior advisor role at IM Wealth Partners. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group, utilizing multiple account structures and model-based solutions.

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 Series 66-licensed financial advisor at Nations Financial Group, Inc. with one year of industry experience. Prior to joining Nations Financial Group, she worked at Wells Fargo Advisors and has a background that includes positions at West Chester University, Giant Food Stores, and 21st Century Cyber Charter School. Nations Financial Group, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and corporate clients. The firm offers a range of portfolio management services and employs a variety of investment strategies using both in-house and third-party managers across different risk profiles.

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® 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.

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.