Kelly Crisci is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with CreativeOne Securities since 2014 and also serves as president of American Endeavor, Inc. Outside of advisory work, he is involved in managing a marketing services business for credit unions and participates in various non-investment related ventures including bookkeeping and business operations. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, discretionary and non-discretionary portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through its proprietary advisory platform.

David Raymond is a financial advisor with Great Valley Advisor Group, LLC, holding the Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Great Valley Advisor Group since 2015 and also maintains a relationship with LPL Financial starting in 2014. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management along with financial planning and retirement-plan consulting, utilizing a blend of in-house strategies and third-party managers across various platforms.

Triinu Barclay is a financial advisor at Continuum Advisory, LLC with a Series 65 designation and no prior industry experience. Before joining Continuum, she worked at Rassler Financial and Berkshire Hathaway Fox & Roach among other roles. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management services to individuals—including high-net-worth clients—and institutional clients such as pension and profit-sharing plans. The firm uses a range of investment vehicles and offers integrated professional services through its multi-team structure.

Richard Callahan is a CFP® with 30 years of industry experience, currently affiliated with Great Valley Advisor Group, LLC. He has been with Great Valley Advisor Group since 2014 and has worked at LPL Financial Corporation since 2008. Outside of his advisory role, he is a co-owner of Callahan & Associates, PC, a CPA firm providing tax and accounting services. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers a range of services including discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing both in-house strategies and third-party platforms.

Kevin Quinn is a financial advisor at Wedbush Securities Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wedbush Securities since 2020, following a prior role at Wells Fargo Clearing from 2016 to 2020. Quinn is also involved in the Bailey & Quinn Financial Consulting Group as a team member. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including portfolio management, fixed income, commodities, and securities lending, serving clients such as trusts, pension plans, and foundations.

James White Jr. is a financial advisor at Elm Wealth with eight years of industry experience. He holds a Series 65 designation and has worked at Elm Partners Management LLC since 2017, following a nine-year tenure at PAC Partners. Elm Wealth manages approximately $3 billion in discretionary assets, providing advisory services across a range of clients including pooled investment vehicles, an exchange-traded fund, private and offshore funds, and high-net-worth individuals. The firm employs a rules-based, dynamic asset-allocation strategy utilizing low-cost mutual funds and ETFs and is notable for managing diverse vehicle types including ETFs, private funds, and bespoke managed accounts.

Douglas Callan is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at XML Financial Group and XML Securities, where he has worked since 2022. Prior to that, he spent eight years with Wells Fargo Advisors Financial Network, LLC. XML Financial Group serves a broad retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm employs a multi-advisor team model and combines fundamental and technical analysis with third-party managers and an internal Investment Committee to tailor portfolios according to client objectives and risk tolerance.

Christopher Nagel is a CFA® charterholder with six years of experience at HBKS Wealth Advisors and five years in the financial industry, including prior roles at BNY Mellon. He is based in Conshohocken, PA. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients with personalized investment management, financial planning, and pension consulting. The firm employs a broad range of strategies and offers tailored portfolio management, including specialized services for high-net-worth clients through its Level 3 brand.

Rebekah La Corte is a financial advisor at HBKS Wealth Advisors with five years of industry experience. She holds a Series 65 designation and has worked at HBKS since 2017, following five years at Locust Capital Management. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, offering investment management, financial planning, and pension consulting. The firm provides tailored portfolios through various strategies and platforms, including discretionary management and a range of investment options such as fixed income and alternatives.

Kevin Cooke is a CFP® professional at Roffman Miller Associates Inc with 17 years of industry experience. He has been with Roffman Miller since 2014, previously working at Cooke Financial Planning and Veritat Advisors. Roffman Miller serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and corporations, generally working with accounts at or above a $1,000,000 minimum. The firm uses a team-oriented investment approach focused on long-term objectives, diversification, and fundamental security selection, supported by a formal Investment Committee.

Francis Ciocari III is a financial advisor at Gladstone Wealth Partners with 28 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he is involved with IRON EDGE VC LLC, a non-investment related business. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap programs and third-party manager solutions, with investment approaches tailored at the representative level.

Nicholas Sabo is a financial advisor with McAdam LLC in Radnor, PA, holding a Series 65 designation and six years of industry experience. He previously worked at Dunbar Bender & Zapf and Duquesne University. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households, providing financial planning, investment management, and retirement plan consulting. The firm manages client portfolios using fundamental analysis and incorporates a range of investment vehicles, including specialized exposures and consolidated reporting tools.

Elizabeth Gosek is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked with firms including Optimal Wealth Services and Centaurus Financial, and serves on the audit committee of the Polish Slavic Center, a community nonprofit. 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 a combination of in-house strategies and third-party managers across various platforms.

Meg Ryan is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 licenses and over 20 years of industry experience. Her prior roles include positions at LPL Financial, Private Advisor Group, MetLife Securities, and New England Securities. She is also involved in non-variable insurance services through several insurance-related business activities. Independence Square Holdings serves individuals, retirement plans, and institutional clients by offering financial planning, portfolio management, and pension consulting. The firm employs a multi-team approach and integrates customized portfolios with model portfolios and third-party solutions, including alternative investments and advanced digital platforms.

Derek Stavarski is a financial advisor with McAdam LLC in Radnor, PA, holding Series 63 and Series 65 designations and eight years of industry experience. He has been with McAdam LLC and Purshe Kaplan Sterling Investments since 2016. McAdam advises a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm provides financial planning, investment management, and retirement plan consulting, managing portfolios through a combination of mutual funds, ETFs, individual securities, and alternative investments, with a focus on fundamental analysis and periodic reviews.

Magdalena Dobrowolska is a financial advisor at Bryn Mawr Trust Advisors, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at Bryn Mawr Capital Management, WSFS, Wealth Enhancement Group, and CMG Capital Management Group. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, and corporations. The firm utilizes diversified portfolios with Independent Managers, mutual funds, ETFs, and private fund platforms, and offers both discretionary and non-discretionary portfolio management.

Joseph Sarappo is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. Prior to his current role, he worked at Comprehensive Asset Management & Servicing, Inc. and Retirement Planning Specialists, Inc., where he also serves as president and CEO. Outside of finance, Sarappo owns and oversees operations of Sarappo's Pizza locations in Pennsylvania. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary managed programs, emphasizing a predominance of non-discretionary assets, and uses a diversified mix of investment products and third-party manager oversight.

Danajette Kurtz is a financial advisor at Wedbush Securities Inc. with 17 years of industry experience. She has been with Wedbush since 2020 and previously worked at Wells Fargo Clearing from 2016 to 2020. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services combined with discretionary and non-discretionary portfolio management.

Majid Kureshi is a financial advisor at BFC Planning, Inc. with 10 years of industry experience. He holds a Series 66 designation and has been with BFC Planning and Berthel Fisher & Company Financial Services since 2015. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, and trusts. The firm provides financial planning, portfolio management, and access to various investment platforms through a network of approximately 200 advisers.

Thomas Keefer is a financial advisor at Bryn Mawr Trust Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at PNC Investments, Commonwealth Financial Network, WSFS Wealth Investments, and PayPal. Keefer also spends part of his time involved in fixed insurance sales conducted at his branch location. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser serving individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm offers discretionary investment management and financial planning, employing a proprietary multi-asset investment approach that integrates strategic asset allocation, tactical adjustments, and a mix of active and passive managers.