Kimberly Brumbaugh is a financial advisor with AdvisorNet Wealth Partners, holding Series 63 and Series 65 designations and over 28 years of industry experience. She is the founder and CEO of Brumbaugh Wealth Management, LLC, and has held board positions at Mid Penn Bank Holding Company since 2019. Kimberly also serves as an emeritus board member of the Chester County Chamber of Business & Industry and participates in finance committees for local organizations. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, employing both discretionary and non-discretionary management to meet client objectives.

Joshua Winter is a CFP® with 18 years of industry experience, currently serving as a financial advisor at BCG Securities, Inc. He has a longstanding career with Horace Mann Investors, Inc. and related entities dating back to 2008. Winter is also a board member of the West Chester Education Foundation and the Downingtown Education Foundation, both nonprofit organizations supporting local school districts. BCG Securities, Inc. serves institutional retirement plans and individual clients, focusing on portfolio management, financial planning, pension consulting, and wealth management. The firm emphasizes tailored investment policy statements and employs a range of analytical strategies while overseeing independent third-party managers.

Mark Prowell is the principal of Prowell Financial Management, LLC in Exton, PA, with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has led his firm since 2016. In addition to his advisory role, he serves as a board member of Commonwealth Trust Company. Prowell Financial Management advises closely held companies and their owners, focusing on financial organization, planning, and asset management related to ownership succession and complex individual circumstances. The firm typically manages clients’ existing third-party relationships while emphasizing liquidity and low-cost investment instruments, often operating on a non-discretionary basis.

J Ehst is a CFP® professional with 18 years of industry experience, currently with Geneos Wealth Management, Inc. since 2008 and Life Financial Group since 2007. He holds the Series 66 designation and is involved in family counseling through The Legacy/Life Institute for Financial Excellence. Additionally, he owns a separate wealth management entity and engages in eBay sales. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of investment strategies supported by continuous account monitoring, discretionary trading, and access to third-party money managers.

Ryan Todd is a financial advisor at Great Valley Advisor Group, LLC with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Great Valley Advisor Group since 2015 and at LPL Financial since 2009. Outside of advisory work, he is involved in a tax preparation and accounting firm, Todd and Todd, LLP. 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, utilizing a combination of in-house strategies, third-party managers, and digital options to tailor portfolios to client objectives.

Thomas Gasbarre is a financial advisor with Nations Financial Group, Inc., holding Series 63, Series 65, and Series 66 licenses and bringing 36 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 10 years before joining Nations Financial Group in 2021. Gasbarre is also the owner of Liberty Investment Management, an independent investment advisory business. Nations Financial Group, Inc. provides investment advisory services to a wide range of clients, including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a network of investment adviser representatives who utilize proprietary model portfolios alongside outside managers, tailoring strategies to client objectives, risk tolerance, and liquidity needs.

Timothy June is a financial advisor with NFSG Corporation, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Hancellor Financial Group WB LP since 2015 and Newbridge Securities since 2011. NFSG Corporation is an SEC-registered investment adviser offering discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis and employs both long- and short-term strategies, often utilizing third-party asset managers and providing ongoing monitoring and rebalancing.

David Kay is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Securities America Advisors, Inc., Questar Capital Corporation, and Lincoln Financial Advisors Corporation. Outside of his advisory work, he is involved with the Max And Bella Black Foundation, a charitable organization that donates annually to 501(c)(3) entities. 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, consulting, portfolio management, and retirement-plan fiduciary services, leveraging a proprietary advisory platform and access to third-party managers.

Courtney Kauffman is a CFP® professional with seven years at Prowell Financial Management, LLC and a total of four years in the industry. Prior to joining Prowell, Kauffman worked at Lovelace Medical Center for two years. Prowell Financial Management advises closely held companies and their individual owners, focusing on tailored financial organization, planning, and asset management to support ownership succession and complex financial circumstances. The firm typically monitors and coordinates clients’ existing third-party managers while emphasizing liquidity and low-cost investment options for directly managed assets.

Timothy Russell is a CFP® with 22 years of industry experience, currently serving at Geneos Wealth Management, Inc. He has been affiliated with The Life Financial Group and Geneos Wealth Management since 2006. Outside of his advisory work, he is an author and involved with The Legacy/Life Institute for Financial Excellence, providing family counseling for a church. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, using a range of analytic approaches and investment strategies tailored to client needs.

Christopher Martin is a CFP® professional with 22 years of experience in financial services. He is currently with AdvisorNet Wealth Partners and has held roles at Cetera and Bank of America. His other business activities include selling fixed insurance products. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, serving individuals, trusts, corporations, and qualified plans through diversified portfolios incorporating equities, fixed income, mutual funds, ETFs, and third-party managers.

Andrew Storti is an investment advisory representative with AdvisorNet Wealth Partners, holding Series 63 and Series 66 designations and possessing 21 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and Cetera. He is also a partner and Chief Investment Officer at Brumbaugh Wealth Management. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using a range of asset classes and employs both discretionary and non-discretionary management strategies.

Thomas Hayn is a financial advisor at Aegis Capital Corp. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing, Citizens Securities, Santander Securities LLC, Santander Bank Na, and New England Securities. Aegis Capital Corp. serves individual and corporate clients with investment advisory, financial planning, brokerage, and related financial services. The firm operates as both an SEC-registered investment advisor and a FINRA member broker-dealer, offering a mix of discretionary and non-discretionary advisory programs.

Cheryl Gysi is a financial advisor with Geneos Wealth Management, Inc. She holds a Series 66 designation and has seven years of industry experience. Gysi has been affiliated with Geneos Wealth Management and Life Financial Group since 2015. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and referrals to third-party money managers through traditional and wrap-fee programs, employing a variety of investment strategies including fundamental, technical, and tactical asset allocation.

Stephen Weaver is a financial advisor with BCG Securities, Inc. holding a Series 66 designation and nine years of industry experience. He has been affiliated with Horace Mann Investors, Inc. and Horace Mann Companies since 2015 and has owned a tax preparation service, WWM Associates, since 2023. BCG Securities, Inc. serves institutional retirement plans and individual clients with accounts generally above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management. The firm emphasizes tailored investment policy statements and utilizes independent third-party managers while providing both retail advice and pension consulting through its affiliations within the Horace Mann corporate group.

Angel Sotomayor Jr. is a financial advisor with Creative Financial Designs, Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior work includes roles at Geneos Wealth Management Inc, The Life Financial Group Inc, and Parsonex Advisory Services, among others. Outside of advising, he is involved in teaching and counseling at Life Institute. Creative Financial Designs serves individual, corporate, and institutional clients with investment management and financial planning services. The firm uses asset-class model allocations with various risk objectives and offers unique features such as Biblically Responsible Investing strategies and flexible billing options.

Trent Hart is a financial advisor at Simplicity Wealth with a Series 65 designation. He has held roles at Simplicity Wealth and Hart Wealth and Retirement Planning since 2026 and has experience in senior solutions consulting and education from previous positions. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside model portfolios and third-party managers, while providing advisory services and technology solutions to other advisors.

Andrew Quintois is a financial advisor with Summit Wealth Group, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining Summit in 2026, he worked at SEI Investments Management Corp. and SEI Investments Distribution Co. for seven years, among other roles. Outside of his advisory work, Quintois coaches and referees for USA Hockey. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes portfolio allocations based on clients’ financial profiles and employs a range of analytical strategies, often utilizing third-party money managers and ongoing account monitoring.

Karl Klingmann II is a financial advisor with Kovack Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Kovack Advisors since 2015 and Kovack Securities since 2014. Outside of his advisory work, he owns PENN RISE ADVISORS, LLC, a firm providing financial services and employee benefits to small businesses and individuals. 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 including individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and access to sub-advisory programs through an Envestnet-supported investment process.

Sarah Lynch is a financial advisor at Prowell Financial Management, LLC with two years of industry experience. She holds a Series 65 designation and previously worked for Bloomberg LP for eleven years. Prowell Financial Management advises closely held companies and their individual owners on financial organization, planning, and asset management, focusing on ownership succession and complex financial circumstances. The firm typically manages client relationships with third-party managers and emphasizes liquidity and low-cost instruments for directly managed assets.