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 provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using proprietary Wealthcare software and a behavioral economics framework, combining passive and active investment strategies supported by quantitative and fundamental analysis.

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.

Vincent Tassone is a financial advisor with Realta Investment Advisors, Inc. in Philadelphia, PA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Causeway Securities LLC, Raymond James & Associates, INC, and First Trust Portfolios L.P. He was also involved with Vinni's Pizza West Deptford, LLC, indicating experience outside the financial sector. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services through a network of advisors, serving individuals, pension plans, and institutional clients. The firm employs individualized strategies that utilize diverse asset allocations and offers multiple portfolio management and consulting options, including third-party manager programs and held-away account management.

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 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.

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.

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.

Reiner Westby is a CFA® charterholder with Dakota Wealth, LLC in Philadelphia, PA. He has been with Dakota Wealth since 2020 and previously worked at Drexel University from 2017 to 2021. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, and other entities. The firm offers customized portfolios with diversified allocations and employs a combination of fundamental, technical, cyclical, and charting analysis in its research process.

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.

William Beard is a financial advisor at Wedbush Securities Inc. with 25 years of industry experience. He previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Stifel Nicolaus & Co. Beard operates MJB Wealth Management Group as a marketing name for his Wedbush Securities business. 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 wealth management, fixed income, commodities, and capital markets, with customized portfolio management strategies tailored to client objectives and risk tolerances.

Charles Barrett is a financial advisor at Copeland Capital Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Copeland since 2010. Prior to that, he was with Northern Lights Distributors, LLC and Vigilant Distributors, LLC. Copeland Capital Management offers discretionary and non-discretionary portfolio management, model delivery, and sub-advisory services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm employs a conservative, dividend-growth oriented investment approach that integrates fundamental, quantitative, macroeconomic, and technical analysis across various market-cap strategies.

Joseph Gairo is a financial advisor at Wealthcare Capital Management LLC with a Series 65 credential and two years of industry experience. Prior to joining Wealthcare Capital Management in 2022, he worked at SEI Investments Company for six years. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory, and access to alternative and precious-metal investments, utilizing model portfolios supplemented by alternative investments and specialty platforms.

Mark Giovanniello is a CFA® charterholder with 22 years of industry experience. He has worked at Rorer Asset Management, LLC since 2006. Giovanniello is currently with Copeland Capital Management, LLC, located in Conshohocken, PA. Copeland Capital Management provides discretionary and non-discretionary portfolio management, model-delivery, and sub-advisory services to a range of clients including individuals, high-net-worth clients, pension plans, trusts, foundations, corporations, and institutional investors. The firm employs a conservative, dividend-growth oriented investment approach that integrates fundamental, quantitative, macroeconomic, and technical analysis across diverse market-cap strategies and fixed-income/balanced portfolios.

Robert Riegen is a CFP® with seven years of industry experience, currently serving as an advisor at Roffman Miller Associates Inc. He previously worked at Fidelity Brokerage Services and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of financial services, he has a long history with Unos Chicago Grill. Roffman Miller Associates provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.9 billion across about 1,560 client relationships, employing a committee-based investment process focused on long-term objectives, diversification, and fundamental research.

Christina Mc Cullough is a financial advisor at Modera Wealth Management, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Independence Advisors, LLC for 11 years before joining Modera in 2021. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers a range of services including wealth management, portfolio management, retirement plan consulting, financial planning, tax services, and trust-related services.

Michael Dedda is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Great Valley Advisor Group since 2013 and also maintains a long-term affiliation with LPL Financial beginning in 2009. 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 with oversight through a combination of in-house and third-party strategies.

Kevin Doyle is a Certified Financial Planner® (CFP®) with four years of industry experience. He has worked at Kathmere Capital Management since 2021 and previously at Mill Creek Capital Advisors from 2016 to 2021. Outside of advisory work, he manages student housing rentals in Scranton, PA. Kathmere Capital Management provides investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional sponsors such as pension plans, endowments, and foundations. The firm employs a top-down, model-portfolio investment approach that includes ETFs, no-load mutual funds, individual securities, structured notes, and private fund allocations.