John Lowry is a financial advisor at Advisor Share Wealth Management, LLC in Langhorne, PA with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Redhawk Wealth Advisors, Inc., Newtown Wealth Management Inc., and Envision Investment Advisors, LLC. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and an asset management platform for independent advisers, implementing client strategies through third-party sub-advisers and model portfolios.

Ho Tae Chang is a CFP® professional with 34 years of experience and has been with BCG Securities, Inc. since 2003. In addition to his advisory role, he teaches martial arts classes and serves as treasurer for Messiah United Methodist Church. He also engages in tax consulting and preparation seasonally. BCG Securities is a team-based firm serving institutional retirement plans and individual clients, focusing on portfolio management, financial planning, and pension consulting. The firm emphasizes tailored recommendations often on a non-discretionary basis and regularly utilizes independent third-party managers in its investment approach.

Harry Forst Jr. is a financial advisor at Capital Analysts with nine years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and the County of Bucks Controller's Office. He has been with Capital Analysts and Lincoln Investment since 2020. Capital Analysts serves a range of clients 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 through a nationwide network of independent advisors and firm-managed programs.

Shashi Mehrotra is a CFA® charterholder with 30 years of industry experience. He is currently with Lincoln Investment since 2017 and previously worked at Legend Equities Corporation for 22 years. Mehrotra serves as a board member of Aqua Pulsar, a water treatment company, providing strategic and financial advice, and participates on the investment committee of Encompass Wealth & Legacy Planning, contributing to client presentations and decision-making processes. 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 advisors, utilizing both discretionary and non-discretionary investment management supported by proprietary mutual-fund screening and institutional relationships.

Barry Metrokas Kamison is a financial advisor at Brookwood Investment Group with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Redwood Private Wealth LLC and CoreCap Investments. In addition to his advisory role, he is a licensed insurance producer offering fixed annuities and various insurance products. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans with portfolio management, financial planning, and retirement plan advisory services. The firm employs a customized investment approach using a mix of passive, active, tactical, and blended strategies, and offers both discretionary and non-discretionary management options.

Benjamin Kollender is a financial advisor at XML Financial Group with one year of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory career, he has been involved in youth sports organizations, including Philadelphia Athletics Youth Sports and Philadelphia Prime Baseball. XML Financial Group provides investment management, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates through a multi-advisor team model and combines fundamental and technical analysis with third-party managers and an internal Investment Committee to tailor portfolios to client objectives.

Jonathan Huang is a financial advisor at MyCIO Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at firms including Rede Partners (Americas) LLC, Eden Global Partners, ICONIQ Capital, and Glenmede Trust Company, N.A. Huang also has a background in education and the arts, having been affiliated with the University of Pennsylvania, Pingry School, and The Juilliard School. MyCIO Wealth Partners provides investment advisory and planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm emphasizes non-discretionary portfolio management and offers access to a wide range of investment vehicles, including mutual funds, private investment funds, and alternative investments.

Anthony Panto is a financial advisor with Capital Analysts and holds Series 63 and Series 65 credentials. He has 36 years of industry experience, including prior roles at Raymond James Financial Services, SagePoint Financial, and Equitable Advisors. Outside of his advisory work, he serves on the board of Junior Achievement of New Jersey, organizing financial literacy events. 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 through both discretionary and non-discretionary approaches, utilizing a proprietary mutual fund screening process and providing retirement-plan advice via a nationwide network of independent advisors.

Kurtis Stroemel is a financial advisor at Realta Investment Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 registrations and has worked with Realta Investment Advisors since 2008. Outside of investment advisory, he serves as president of HR&S Financial Services, LLC, where he oversees insurance sales, and holds several nonprofit treasurer roles, including at the Camden County College Foundation and the Voorhees Township Police Foundation. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice through advisor interviews and typically implements diversified portfolios using mutual funds, ETFs, equities, fixed income, and alternatives, with access to multiple management platforms and third-party managers.

Larry Sfinas is a financial advisor with Secure Asset Management, L.L.C. and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 55 years of industry experience and has previously worked at firms including MML Investors Services LLC, Mass Mutual Life Insurance Company, and Securities America, Inc. Outside of his advisory role, he is CEO and salesman of Guardian Academy & Indoor Range, Inc., a gun range and training facility. Secure Asset Management, LLC primarily serves individual clients with personalized financial planning and discretionary investment management, in addition to providing pension consulting for retirement plans. The firm uses a mix of fundamental, technical, and cyclical analysis across various asset classes and often exercises discretionary trading authority, focusing on individual and plan-level consulting rather than traditional corporate clients.

Tamara Indianer is a CFP®-certified financial advisor with over 31 years of industry experience. She is currently with Capital Analysts and has previously worked extensively with Lincoln Investment and Managed Benefits Group. Indianer serves on several committees and boards focused on financial literacy, education, and nonprofit advocacy, including the CRES Committee, Neurofibromatosis Northeast, and MASBO’s Vendor Advisory Committee. Capital Analysts serves a range of retail and institutional clients, providing portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisor representatives and in-house investment management. The firm integrates institutional resources and proprietary investment screening processes to support its client offerings.

Nancy Nawn is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with Facet and has previously worked at firms including CWM, Mitlin Financial, Origin, Watchdog Planning LLC, Mercer Global Advisors, and Merrill. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, using a technology-driven approach that includes model-based asset allocations and proprietary machine-learning algorithms. The firm serves a broad range of households through phone, video, and a web platform, offering comprehensive planning and investment services without percentage-of-assets fees.

Ryan Soehnel is a financial advisor at myCIO Wealth Partners, LLC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at the Wilmington Country Club and educational positions at the University of Delaware and local schools. myCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management and financial planning, with a focus on recommending and monitoring allocations across a range of investment vehicles.

Mark Ayers is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Capital Analysts since 2023. He previously worked for The Vanguard Group for 15 years and holds a Series 63 license. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm offers portfolio management, advisor-managed and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Michael Mall is a CFP® with 16 years of industry experience, currently affiliated with Coppell Advisory Solutions LLC. He has held roles at Nexus Medicare Solutions, Fusion Capital Management, and Virtue Capital Management, and he is the owner of Mall Retirement Group, LLC. He also serves as founder and CFO of Nexus Medicare Solutions, LLC. Coppell Advisory Solutions LLC operates as a multi-team firm offering discretionary portfolio management and financial planning to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm utilizes an open-architecture platform with tailored investment strategies and a broad range of investment tools.

Robert Donnelly is a ChFC® credentialed financial advisor with 38 years of industry experience. He is currently with Kovack Advisors, Inc., joining the firm in 2023 after roles with Alpha Advisors Alliance, LLC, Woodbury Financial Services, Inc., Questar Asset Management, Questar Capital Corporation, and ProEquities, Inc. Outside of his advisory work, he serves as Vice President of the Southampton Business Association, engaging in local business networking. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, banks, and municipal entities, utilizing a range of internally created and third-party investment models supported by a technology-driven workflow.

Devin Musser is a financial advisor at MyCIO Wealth Partners, LLC with two years of industry experience and holds a Series 65 designation. His prior experience includes roles at MyCIO Wealth Partners in different capacities, as well as work at Tommy's Tavern & Tap Restaurant and the University of Delaware. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm emphasizes non-discretionary portfolio management and offers access to a wide range of investment vehicles, including private pooled funds and alternative investments.

Joshua Feldschneider is a financial advisor at Pine Valley Investments with nine years of industry experience. He holds the Series 66 designation and has worked at Pine Valley since 2018. Prior to that, he was employed at Merrill Lynch from 2016 to 2018 and has also been associated with Bank of America since 2016. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm employs a range of analytical approaches and trading strategies under discretionary authority and serves both directly managed accounts and referred clients through Tri-Party Agreements.

Nicolette Seilus is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Continuum Advisory, LLC. Her prior experience includes roles at Triad Advisors LLC, The Vanguard Group, and West Virginia University. Outside of her advisory work, she has been involved with Puebla Foods INC/La Madera Bistro. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans with financial planning, consulting, and portfolio management services. The firm offers tailored investment solutions through a network of independent advisors and manages over $1.4 billion in assets.

John Walters is a CFP® professional with six years of industry experience, currently serving as an advisor at Bryn Mawr Trust Advisors, LLC. His prior roles include positions at Bryn Mawr Capital Management, The Vanguard Group, Inc., and Mass Mutual Investors Services. He holds a life and health insurance license in multiple states, maintained with no active hours devoted. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other business entities. The firm offers customized investment policy development and diversified portfolio management through a range of vehicles, including Independent Managers and ESG strategies, and serves as a sub-adviser to WSFS Bank’s Wealth division and other fiduciaries.