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.

Maria Cacia is a financial advisor at Wealthcare Advisory Partners LLC with 28 years of industry experience. She holds a Series 63 designation and has worked at Wealthcare Advisory Partners since 2018 and LPL Financial since 2012. Outside of her advisory role, she is involved in fixed insurance sales as a licensed insurance agent. Wealthcare Advisory Partners LLC manages approximately $6 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 planning approach with an evidence-based investment framework, utilizing proprietary quantitative measures and a variety of investment vehicles to construct long-term portfolios.

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 financial advisor with Nations Financial Group, Inc. She holds the Series 66 designation and has one year of industry experience. Prior to joining Nations Financial Group, she worked at Wells Fargo Advisors and has a background that includes education and retail roles. Nations Financial Group, Inc. provides advisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a range of portfolio management services using fundamental, technical, quantitative, and tactical investment approaches, with options for both fee-based and commission-based advice.

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.

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.

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®-certified financial advisor with 16 years of industry experience. She currently works at Nations Financial Group, Inc. and has prior experience with firms including The Vanguard Group and Prudential Advisors. She also serves as a financial planner with McCloskey Financial Group. Nations Financial Group, Inc. provides advisory services to a diverse range of clients including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, pension consulting, and various investment models, employing a mix of fundamental, technical, quantitative, and tactical strategies.

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.

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.

Nellie Forst is a financial advisor with Capital Analysts holding Series 63 and Series 66 licenses and has 11 years of industry experience. She has worked at Lincoln Investment and Capital Analysts since 2014. Outside of advisory work, she is involved in managing a rental property. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment research team, and maintains affiliations with Lincoln Investment and Pershing/BNY.

Frank Cariola is a financial advisor with On Investment Management Company, holding the ChFC® designation and Series 63 license, and has 42 years of industry experience. He has worked at THE O.N. Equity Sales Company since 2010 and at Ohio National Financial Services and Capital Analysts Incorporated since 2009. Outside of his advisory work, he is involved with Gideons International as a membership chairman, distributing Bibles globally to schools, prisons, hospitals, and hotels. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs including fee-based planning, access to third-party investment platforms, and both discretionary and non-discretionary managed accounts.

James Verros is a CFP® with 44 years of experience in the financial services industry, currently affiliated with Capital Analysts. He has been with Lincoln Investment Planning, Inc. since 1982. Outside of his advisory role, he serves as co-trustee for trusts of a former colleague, prepares individual tax returns as a sole proprietor, and is involved in land development through ownership of a single-family home construction business. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with an in-house Investment Management & Research team that operates model portfolios and employs proprietary screening methods.

Benjamin Auslander is a financial advisor at Independence Square Holdings, LLC with 27 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior roles include consulting, working at Merrill Lynch, and employment at U.S. Trust and Villanova University. Independence Square Holdings, LLC offers investment advisory, financial planning, pension consulting, and portfolio management services to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm employs a variety of investment strategies and integrates digital platforms, third-party manager selections, and algorithmic tools to tailor portfolios to client objectives.

Peter Cisick is a financial advisor with On Investment Management Company, holding the ChFC® designation and Series 63 license, and has 31 years of industry experience. He has worked with O.N. Investment Management Company since 2016 and has been affiliated with THE O.N. Equity Sales Company and Metlife Securities, Inc. since the early 2000s. Outside of his advisory role, he serves as president of an insurance sales business specializing in individual and group life, medical, disability, long-term care, and fixed annuities. On Investment Management Company provides financial planning and investment advisory services to individuals, charitable organizations, businesses, and retirement plan sponsors. The firm offers a combination of fee-based planning, access to third-party investment programs, and both discretionary and non-discretionary managed account options.

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.