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.

Jesse Pellegrino is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 66 license and 11 years of industry experience. He has previously worked at IAM Advisory LLC, Investment Advisors Asset Management, LLC, Royal Alliance Associates, Inc., and Raymond James Financial. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm’s approach integrates goals-based advising using patented Wealthcare software and behavioral economics, employing both passive and active investment strategies alongside proprietary quantitative metrics.

Christopher Groeber is a CFP®-credentialed financial advisor with 23 years of industry experience. He is currently with Independence Square Holdings, LLC and has prior experience at LPL Financial, Private Advisor Group, and Ameriprise. Outside of advisory services, Groeber has involvement in several non-variable insurance brokerage activities. Independence Square Holdings serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, and ERISA advisory services. The firm uses a multi-team approach combining customized portfolios, model portfolios, and third-party solutions, with access to a wide range of investment instruments and digital advisory platforms.

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.

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 offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by patented software and behavioral economics, combining passive and active investment strategies with proprietary quantitative metrics.

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.

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 CERTIFIED FINANCIAL PLANNER™ professional with 17 years of industry experience. She is currently affiliated with Nations Financial Group, Inc. and previously worked at The Vanguard Group and Prudential-related firms. She also has experience running her own financial solutions business. Nations Financial Group, Inc. serves a diverse client base including individuals, pension plans, and charitable organizations, offering portfolio management and consulting services through a range of in-house and third-party investment strategies.

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.

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.

Benjamin Auslander is a financial advisor at Independence Square Holdings, LLC with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Merrill and U.S. Trust. His background also includes roles in consulting and at Villanova University. Independence Square Holdings serves individuals, including high-net-worth clients, retirement plans, and institutional clients, offering financial planning, portfolio management, and pension consulting. The firm uses a multi-team approach combining customized and model portfolios, third-party solutions, and digital platform services to implement client strategies.

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.

Kelly Regan is a CFP® professional with 11 years of experience in financial advising. She has been with Girard Advisory Services, LLC since 2014. Kelly holds a Series 65 license and is based in King of Prussia, PA. Girard Advisory Services, LLC is a fee-only registered investment adviser offering wealth management, portfolio management, financial planning, retirement plan consulting, and related services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves individual clients, including high-net-worth households, as well as plan sponsors and participants, utilizing a proprietary research process and a mix of domestic and international investments along with specialized strategies and ongoing suitability reviews.

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.