Mark Inserra is a CFA® charterholder with 24 years of industry experience. He is currently with Capital Analysts and has been with Lincoln Investment Planning, Inc. since 2002. Outside of his advisory work, he serves as Secretary/Treasurer for a small homeowners' association. Capital Analysts serves a range of clients including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, access to third-party managers, and retirement-plan advice through a combination of discretionary and non-discretionary investment approaches.

Edward Forst Jr. is a CFP® with 46 years of industry experience, currently serving at Capital Analysts in Fort Washington, PA. He has been affiliated with Lincoln Investment Planning, Inc. since 1980 and Linsure, Inc. since 1986. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Edward Zakarewicz Jr. is a financial advisor with Capital Analysts, holding a Series 63 designation and 27 years of industry experience. He has been affiliated with Lincoln Investment Planning for 17 years. 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, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and in-house investment management.

Susan Allen is a CFP® professional with 45 years of experience in the financial industry. She has been with Great Valley Advisor Group, LLC since 2015 and has also maintained a long-term affiliation with LPL Financial since 2009. Outside of her advisory role, she is involved in non-variable insurance activities through her firm, The Capital Legacy, LLC. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers as well as sponsored platforms.

Craig Wisner is a financial advisor at Exodus Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Prosperity Wealth Management, Inc., Fortune Financial Services, Inc., and The Paragon Alliance Group. He is also employed full-time as a Business Development Coordinator at The Paragon Alliance Group, a third-party administrator focused on retirement plans in a non-investment capacity. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, consulting, and referrals to third-party money managers. The firm manages discretionary portfolios using a range of investment strategies and emphasizes tailored account supervision and ongoing due diligence.

Kyle Jennings is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 65 designation and seven years of industry experience. He previously worked at Retirement Planning Specialists, Inc. for three years and has been involved with Chickies N' Petes since 2013. LaSalle St. Investment Advisors offers fee-based financial planning and investment supervisory services to a range of clients including individuals, trusts, pension plans, and small businesses. The firm provides both non-discretionary and discretionary management programs, utilizing asset-allocation models and a variety of investment vehicles.

Renee Schuster is a CFP® with 15 years of industry experience, currently serving at Rockwood Wealth Management, LLC since 2019. Her prior experience includes roles at TIAA-CREF and Edward Jones. Rockwood Wealth Management serves individuals, families, and related entities by providing financial planning and investment management through personalized consultations and tailored portfolios. The firm employs a passive investment approach with globally diversified allocations and manages several billion dollars in client assets.

Lucile Steitz is a CFP® with 16 years of experience and has been with Sage Financial Group Inc. since 2013. She holds a Series 63 license and is based in West Conshohocken, PA. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors with discretionary and non-discretionary investment management and financial planning. The firm offers family office services and manages affiliated private pooled real-estate funds, utilizing fundamental analysis and a long-term investment approach.

Andrew Hauber is a financial advisor at Diversify Advisory Services, LLC with 19 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His previous roles include positions at DFPG Investments, LLC and Hornor, Townsend & Kent, Inc. Hauber is also actively involved in life insurance brokerage through several entities, including 1847Financial and MWealth Advisors, providing sales and service for multiple carriers. Diversify Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and small business owners with tailored financial planning and portfolio management. The firm emphasizes tactical diversification and individualized asset allocation, offering a variety of investment models and strategies along with flexible fee arrangements.

Nico Sethi is a Series 66-licensed financial advisor at Santander Securities LLC with 14 years of industry experience. He has worked at Santander Securities and Santander Bank since 2015. Outside of his advisory role, he serves as Treasurer and Executive Board Member for the Reserve at Northampton Community Association. Santander Securities LLC provides investment advisory services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee programs and financial planning services, delivering investment advice through a managed-account platform with discretionary account management and ongoing compliance oversight.

Christopher Truscello is a financial advisor at Diversify Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at DFPG Investments, LLC, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. He is also a financial representative at March FWD, where he sells fixed insurance products. Diversify Advisory Services is an SEC-registered advisory firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm focuses on tactical diversification and individualized asset allocation, offering a variety of portfolio management and consulting services tailored to client goals and risk tolerance.

James Todd is a financial advisor with Santander Securities LLC in Conshohocken, PA, holding Series 63 and Series 66 licenses with three years of industry experience. He has been with Santander Securities and Santander Bank since 2022, and previously worked at Lowe’s and Midway Bowling. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products, primarily serving individuals, ERISA and IRA accounts, and institutional entities.

Roberta Kessler is a financial advisor with Girard Advisory Services, LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has worked at Girard Advisory Services since 2015 and at Girard Investment Services, formerly Univest Investments, since 2012. Girard Advisory Services, LLC is a fee-only registered investment adviser providing wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs a proprietary research process and an Investment Committee to tailor diversified portfolios, using a variety of investment vehicles and strategy-specific approaches, and benefits from its affiliation with Univest Bank and Trust Co., allowing it to offer a broad range of financial services.

George Harris III is a financial advisor with Sage Financial Group Inc. in West Conshohocken, PA, holding a Series 65 designation and 14 years of industry experience. He has worked at Sage Financial Group since 2012. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors, providing discretionary and non-discretionary investment management and financial planning. The firm offers family office services and is noted for its advisory role to affiliated private pooled real estate funds, employing a long-term, fundamental investment approach.

John Porrecca is a financial advisor at StoneX Advisors Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at MetLife Securities, Inc. from 2004 to 2017 before joining StoneX Advisors in 2017. Outside of his advisory role, he serves as secretary and board member for Aidan's Heart Foundation, assisting with quarterly meetings and an annual charitable event. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA consulting through a combination of independent advisors and an in-house Private Client Group. The firm utilizes various investment platforms and managers to implement strategies tailored to client needs while supporting multiple account structures and model-based solutions.

Edward O'Donoghue III is a financial advisor with Capital Analysts, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Lincoln Investment Planning, Inc., Commonwealth Financial Network, Bofa Advisors, LLC, and Columbia Management Advisors, Inc. Capital Analysts serves a diverse range of retail and institutional clients, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

John Steigerwald is a CFP® certificant with 22 years of industry experience. He has been affiliated with Legacy Advisors, LLC and M HOLDINGS SECURITIES, Inc. since 2012. Outside of his advisory role, he serves as the treasurer for Saint Anthony Youth, a nonprofit organization. Legacy Advisors serves individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors with modular financial planning and portfolio management. The firm customizes advice using fundamental and technical analysis and a diverse mix of investment vehicles while providing ongoing monitoring, rebalancing, and comprehensive planning services.

Mark Fried is a financial advisor at Merit Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at TFG Wealth Management and as a sole proprietor. Outside of advising, he writes and publishes books and creates online educational content through his digital production company. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a long-term, diversified investment approach with customizable model portfolios and offers specialized services such as fiduciary and ESOP trustee work.

James Smith is a financial advisor at Rockwood Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Bridgewater Associates and served in the U.S. Army. Outside of advising, he is a 10% shareholder and volunteer fundraiser for Bugle Volunteer Technologies, a nonprofit organization. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses with comprehensive financial planning and investment management. The firm employs a passive, globally diversified investment approach and is notable for its large multi-advisor team operating from a single office platform.

Jeffrey Donohue is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with Great Valley Advisor Group since 2014 and LPL Financial since 2011. He also sells health, life, disability, and fixed annuities as a sole proprietor. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and ongoing oversight, utilizing both in-house strategies and third-party managers across various platforms.