Edward Rorer is a financial advisor with Copeland Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously founded and managed Rorer Asset Management, LLC, where he worked for 10 years. Copeland Capital Management is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, trusts, charitable organizations, corporations, pooled investment vehicles, and government entities. The firm employs a conservative, dividend-growth-focused investment philosophy across a range of market-cap strategies and manages over $4.0 billion in discretionary assets alongside substantial model portfolio services.

James Lombardo Jr. is a financial advisor at Belpointe Asset Management LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fortune Financial Services, BCG Securities, and Chaslyn Financial Group. Outside of advising, he is involved in insurance sales and manages multiple employer 401(k) plans. Belpointe serves a diverse client base, including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement plan consulting. The firm uses a variety of investment strategies tailored to client objectives and supports affiliated businesses such as proprietary funds and back-office services for other advisers.

Delaney George is a financial advisor at BC Advisors, LLC with two years of industry experience. Prior to his current role, he worked at MAFG RIA Services, Inc. and spent nine years in education from middle school through college levels. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and institutional clients. The firm focuses on non-discretionary investment recommendations based on fundamental analysis supplemented by technical review, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Jonathan Wilt is a CFP® with over 41 years of experience in the financial industry, currently affiliated with Capital Analysts. He has been associated with Lincoln Investment Planning, Inc. since 1985. Outside of his advisory work, he serves as President of the Board of Directors for the Hiway Theater, a nonprofit organization, and holds multiple volunteer roles including board membership at Renew Theatres and leadership positions at Huntingdon Valley Country Club. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable clients. The firm provides portfolio management and retirement-plan advice through a combination of in-house discretionary management and third-party advisors, supported by proprietary research and technology.

Anthony Poblador is a ChFC® credentialed financial advisor with 27 years of industry experience, currently with Sequent Planning, LLC. His prior experience includes roles at Securities America Inc., AXA Advisors LLC, and Mutual of Omaha. In addition to his advisory work, he serves as a public adjuster, assisting homeowners with property damage claims, and is active as an insurance agent with Futurity First Insurance Group. Sequent Planning, LLC provides investment advisory services to individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement plan services through a network of independent advisers. The firm employs a structured risk framework with diversified manager exposures and provides ongoing investment communications to clients.

Christopher Surrichio is a CFA® charterholder with 23 years of industry experience. He has been affiliated with Capital Analysts Incorporated since 2002 and has worked with Lincoln Investment since 2012. 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 delivered through a nationwide network of independent advisors and in-house investment management.

Robert Miller is a ChFC® credentialed financial advisor with over 42 years of industry experience. He has been with Capital Analysts since 2001 and also holds a longstanding role at Lincoln Investment since 2012. Miller serves on several nonprofit committees, including the Jewish Federation of Greater Philadelphia's Key Donor Life Insurance Program and Congregation Beth Or's Endowment Committee, and is co-chair of the advisory committee for Boys Town Jerusalem’s Mid-Atlantic region. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs, utilizing both discretionary and non-discretionary investment approaches supported by proprietary research.

Matthew Hellebusch is a financial advisor with Portfolio Medics, LLC, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Merrill, Fidelity Federal Planning Corp, and New York Life Insurance Co. He is also an independent insurance agent and benefits advisor through his firm, Hellebusch Financial Solutions, LLC, providing insurance services including annuities. Portfolio Medics serves individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations, offering customized portfolio management and financial planning. The firm integrates fundamental, technical, and cyclical analysis, utilizing diversified investments and various strategies tailored to client objectives and risk tolerance.

Stephen Clubb is a financial advisor at IAMS Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing, Delaware Valley Advisors, and Minnesota Life Insurance Company. He is also an independent insurance agent specializing in life, health, disability, long-term care, and annuities. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily uses discretionary portfolio management tailored to client objectives and risk tolerances, employing proprietary and third-party model portfolios along with an asset-allocation approach.

Ronald Sala is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 63 designation and bringing 30 years of industry experience. His prior roles include positions at Capital Analysts, Lincoln Investment, and Meeder Investment Management. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based, client-centered planning process with an evidence-based investment approach, utilizing proprietary quantitative measures alongside fundamental and technical analysis to construct long-term portfolios.

Michael Wojcik is a financial advisor at Pine Valley Investments with 10 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at The Vanguard Group, Inc. for six years before joining Pine Valley Investments in 2020. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm employs a range of strategies based on fundamental, technical, and quantitative analysis and serves both directly managed accounts and clients referred through Tri-Party Agreements.

Kerri Radimer is a financial advisor at Advisory Services Network with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Advisory Services Network since 2018. She also operates APEX Tax Advisors, a tax preparation business, where she works both during and outside of tax season. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisors. The firm employs a diversified investment approach that includes asset allocation and periodic rebalancing, serving clients through various flexible engagement options.

Bethany Landis is a CFP® professional with nine years of industry experience, currently serving at Wescott Financial Advisory Group LLC since 2022. Prior to this, she worked for over two decades at Asset Planning Services Ltd. 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.

Rian Steinbiss is a financial advisor at Capital Analysts with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Analysts since 2015 and Lincoln Investment since 2002. Capital Analysts serves a broad client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network, utilizing both discretionary and non-discretionary investment approaches that include a proprietary mutual-fund screening process.

Kathryn Meidt is a financial advisor with BCG Securities, Inc. and holds a Series 66 designation. She has four years of industry experience and has worked at Horace Mann Companies and Horace Mann Investors, Inc. since 2022. Prior to her financial services career, she was involved in the hospitality industry. BCG Securities serves institutional retirement plans and individual clients with accounts generally above $25,000. The firm provides portfolio management, financial planning, pension consulting, and wealth management services, emphasizing tailored investment policy statements and the use of independent third-party managers.

Thomas Walls is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 designations and over 42 years of industry experience. He has been with Lombard Advisers since 2000 and has prior experience at North American Life Assurance Co and Mutual Of New York dating back to the early 1980s. Outside of his advisory role, Walls maintains a separate business used for tax purposes. Lombard Advisers provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, offering both discretionary and non-discretionary portfolio management through multiple investment approaches and platform relationships.

Thomas McManus is a CFP® professional with 35 years of experience in the financial industry. He has been with Lincoln Investment Planning, Inc. since 1991 and also serves in the United States Navy, Naval International. Outside of his advisory role, he is a member of Axeon Development, LLC, a real estate development company. 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 delivered through a nationwide network of independent advisors and in-house investment management.

Zachary Candelore is a financial advisor at Mutual of Omaha Investor Services, Inc. with six years of industry experience. He holds Series 63 and Series 65 designations and has worked in the financial services sector since 2019. Outside of his advisory role, he is employed in the food service industry as a bartender and server at local establishments in Philadelphia. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and acts as a conduit to third-party managers, serving a broad client base including both non-high-net-worth and high-net-worth individuals.

Richard Gaglianese is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1992 and has been self-employed since 1989. Outside of advising, he is involved in several business activities including ownership and management roles in convenience stores, tax preparation partnerships, a water ice franchise investment, and leadership positions on local police athletic and police foundation boards. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management and retirement-plan advice. The firm combines discretionary investment management by an internal team with non-discretionary services through advisors and third-party managers, supported by its CAPSL mutual fund screening process and institutional relationships.

Benjamin Fair is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2008. Capital Analysts serves retail and institutional clients, including 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 independent advisors and firm-managed programs.