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.

Grant Rawdin is a CFP® professional with 34 years of industry experience, currently serving at Wescott Financial Advisory Group LLC since 1987. He holds a Series 63 license and is based in Philadelphia, PA. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach that combines passive and active strategies within a tax-sensitive, disciplined process supported by individualized Investment Policy Statements.

John Reilly is a CFA® charterholder with 14 years of industry experience. He has been with 1919 Investment Counsel, LLC since 2005. The firm provides discretionary and non-discretionary investment management and wealth-planning services to a diverse client base, including high-net-worth individuals, institutions, and public entities. 1919 Investment Counsel constructs customized portfolios focused on mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research, and operates as a subsidiary of Stifel Financial Corp.

Christopher Groeber is a Certified Financial Planner (CFP®) with 22 years of industry experience. He is currently with Independence Square Holdings, LLC, where he has worked since 2019, and has prior experience at LPL Financial, Private Advisor Group, and Ameriprise. Groeber is also involved in several insurance-related business activities in the King of Prussia, PA area. Independence Square Holdings serves individuals, including high-net-worth clients, retirement plans, and institutional clients with financial planning, portfolio management, and ERISA advisory services. The firm employs a multi-team approach offering discretionary and non-discretionary management, model portfolios, and access to third-party managers and utilizes a range of digital platforms and alternative investment options.

Scott Merkel is a financial advisor with Capital Analysts in Jenkintown, PA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2004. Capital Analysts serves a diverse client base including retail and institutional investors, providing portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice. The firm combines in-house discretionary investment management with third-party managers and supports its services through a nationwide network of independent advisors.

Vincent Capone is a financial advisor at StoneX Advisors Inc. with three years of industry experience and holds the Series 66 designation. His prior roles include positions at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. He also assists clients with investments and insurance through a junior advisor role at IM Wealth Partners. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group, utilizing multiple account structures and model-based solutions.

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.

Timothy Ferko is a CFP® and ChFC® with 27 years of experience in the financial industry. He has worked at Wescott Financial Advisory Group LLC since 2021 and previously spent 16 years at Allstate Insurance Company. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, and corporations. The firm employs an open-architecture, multi-manager investment approach blending passive and active strategies, and offers services such as portfolio management, pension consulting, family office solutions, and trustee services.

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.

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.

Aaron Stolpen is a CFA® charterholder with nine years of industry experience. He currently serves as a financial advisor at Legacy Advisors, LLC, where he has worked since 2023. Prior to joining Legacy Advisors, Stolpen held roles at Domani Wealth LLC and Tarbox Family Office, Inc. Legacy Advisors serves individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm offers modular financial planning and portfolio management tailored to clients' objectives and risk tolerance, using a combination of fundamental and technical analysis alongside mutual funds, ETFs, independent managers, and select private funds and derivatives.

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.

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.

Kevin Piotrowicz is a CFA® charterholder with 11 years of industry experience. He is currently affiliated with Legacy Advisors, LLC and M Holdings Securities, Inc., having worked at both firms since 2018. Prior to that, he held positions at J.P. Morgan Chase Bank NA and J.P. Morgan Securities from 2015 to 2018. Legacy Advisors serves individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm provides modular financial planning, portfolio management, retirement plan consulting, and oversight of third-party managers, tailoring advice and portfolios to client objectives and risk tolerance using a variety of investment strategies.

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.

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.

Frank Cariola is a financial advisor with ON Investment Management Company, holding the ChFC® designation and a Series 63 license, and has 42 years of industry experience. He has been affiliated with The O.N. Equity Sales Company since 2010 and has concurrent roles with Ohio National Financial Services and Capital Analysts Incorporated since 2009. Outside of his advisory work, Cariola is involved with Gideons International as a membership chairman, distributing Bibles globally in schools, prisons, hospitals, and hotels. ON Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary investment programs and operates under a dual-registration model combining advisory and broker-dealer services.

James Verros is a CFP®-certified financial advisor with 44 years of experience, currently with Capital Analysts. He has worked at Lincoln Investment Planning, Inc. since 1982. Outside of advisory work, Verros serves as co-trustee for trusts of a former colleague and operates a sole proprietorship focused on individual tax preparation. He is also involved in land development through ownership of Axeon Development LLC. Capital Analysts serves a range of retail and institutional clients, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm employs both discretionary and non-discretionary investment approaches, supported by proprietary mutual-fund screening and institutional partnerships.

Benjamin Auslander is a financial advisor at Independence Square Holdings, LLC with 28 years of industry experience. He holds Series 63, 65, and 66 designations and has worked in consulting, academia at Villanova University, as well as at Merrill, U.S. Trust, and Veritable LP. He has been with Independence Square Holdings since 2021. Independence Square Holdings serves individuals, including high-net-worth clients, retirement plans, and institutional clients, providing financial planning, portfolio management, and pension consulting through a multi-team advisory model. The firm employs a blend of customized portfolios, model portfolios, third-party solutions, and digital platform services to implement client strategies.

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.