Kerry Cahill is a financial advisor at Beacon Capital Management, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Spc and Midland National Life Insurance Company. Cahill also manages a rental property in Florida outside of his advisory work. Beacon Capital Management provides third-party model portfolio management and discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm utilizes mechanical, data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.

Richard Mowrer is a financial advisor at Brookwood Investment Group with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2021. His prior experience includes roles at MassMutual Life Insurance, MML Investors Services, The Prudential Insurance Company of America, Bluestone Capital Management, OceanSquare Asset Management, and BlackRock. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm utilizes a combination of passive, active, tactical, and blended investment strategies tailored to client objectives and supports a network of proprietary partner offices along with multiple affiliated businesses.

Andrew Damico is a CFA® charterholder with 13 years of industry experience. He is currently with Roffman Miller Associates Inc, where he has worked since 2022. His prior roles include positions at Wells Fargo Clearing Services and Hartford Funds Distributors. Roffman Miller Associates provides discretionary portfolio management and financial planning services 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, using a committee-based investment process focused on long-term objectives, diversification, and fundamental research.

James Locke Jr. is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with Sound Income Strategies, LLC and has held roles at BFC Planning, Inc., Poole Locke Associates, and other firms. Outside of his advisory work, he holds a 10% ownership interest in Baby Guard of Palm Beach and Broward, LLC, a company specializing in installation of removable pool fences. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in assets, serving a diverse client base including individuals, pension plans, trusts, and corporations. The firm emphasizes fixed-income analysis combined with equity review, offering customized portfolios and a range of advisory services including discretionary and non-discretionary management, financial planning, and insurance planning.

Francisco Agrest is a financial advisor at Elm Wealth based in Philadelphia, PA. He holds a Series 65 designation and has been working in the industry since 2022. Prior to joining Elm Wealth in 2025, he held roles at Perchwell, AvantStay, and WeWork, as well as studying at Columbia University. Elm Wealth manages approximately $3.02 billion in discretionary assets, serving a diverse client base including individual and high-net-worth investors, pooled investment vehicles, and an exchange-traded fund. The firm employs a rules-based, dynamic asset allocation strategy across multiple investment vehicles, combining ETF advisory, fund management, and customized managed accounts.

David Gradzki is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He has been with Roffman Miller Associates Inc since 2021. Outside of financial advising, he has managed an LLC related to a family rental property. Roffman Miller Associates serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and corporations, typically working with accounts at or above $1 million. The firm emphasizes a team-based investment approach, focusing on long-term objectives, diversification, and fundamental security selection, with portfolios primarily constructed from individual stocks and bonds.

Anthony Feudo is a financial advisor at Bryn Mawr Trust Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Bryn Mawr Capital Management, Veritable, LP, The Vanguard Group, Morgan Stanley, Thomas Jefferson University Hospital, and La Salle University. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation that provides discretionary investment management and financial planning to individuals, trusts, foundations, corporations, and institutional clients. The firm offers customized investment policy statements implemented through a proprietary multi-asset approach combining active and passive managers, ETFs, and selected independent managers.

Ryan Conlin is a CFP® with 16 years of experience in the financial services industry. He is currently with Wealthcare Advisory Partners LLC and has previous experience at IAM Advisory LLC, Investment Advisors Asset Management, LLC, and Royal Alliance Associates, Inc. He is also owner of a sole proprietorship that offers life, health, and accident insurance products. Wealthcare Advisory Partners LLC serves individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses, providing investment advisory and financial planning services through a goals-based approach that incorporates proprietary software, behavioral economics, and both passive and active investment strategies.

Steven Jolley is a financial advisor with The Ascent Group, LLC, holding a Series 66 credential and 14 years of industry experience. He has worked at The Ascent Group since 2019 and is also employed by OSAIC and Triad Advisors. Outside of finance, Jolley serves as a radio color analyst for Red Bull New York and acts as a matchday evaluator for Major League Soccer, along with coaching youth soccer locally. The Ascent Group is a registered investment adviser managing approximately $4.93 billion, offering a range of services including investment management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, and corporate clients. The firm utilizes mutual funds, ETFs, individual securities, and model portfolios, delivering services through a network of advisor representatives and third-party managers.

John Gray is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with MissionSquare Retirement and has previous experience at T. Rowe Price and CITI Private Bank. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services tailored for participants and IRAs held at MissionSquare. Its Guided Pathways Advisory Services include discretionary Managed Accounts and Fund Advice developed by Morningstar Investment Management, employing quantitative and qualitative methods to personalize investment advice within an integrated multi-team advisory structure.

Ryan Baumbach is a financial advisor at AssuredPartners Investment Advisors with eight years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones and Lighthouse Financial Advisory Group, where he continues to be involved as an insurance agent. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities through a team of advisors across multiple offices. The firm offers both discretionary and non-discretionary management, including ERISA plan services and participant education.

Alina Semykina is a financial advisor at MyCIO Wealth Partners, LLC, holding a Series 65 registration with one year of industry experience. Her background includes various roles at MyCIO Wealth Partners, Valley Forge Financial Group, Drexel University, Chubb, and KBRA. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals and institutional clients. The firm emphasizes non-discretionary portfolio management and offers access to a range of investment vehicles including alternative investments and private pooled funds.

Alexander Kunicki is a financial advisor at MyCIO Wealth Partners, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Chubb and HFM Investment Advisors, LLC, as well as teaching positions at Rowan University and Montclair State University. Outside of finance, he has experience working at Lascala's Fire over the past five years. MyCIO Wealth Partners provides investment advisory and related planning services primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm emphasizes non-discretionary portfolio management and offers a range of investment vehicles including mutual funds, ETFs, private investment funds, and alternative investments such as hedge funds and private equity.

Kenneth Christian is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Maplewood Financial Group LLC for 11 years and is an owner and agent at Maplewood Financial Group, where he focuses on low-cost portfolio construction, 401(k) rollovers, life insurance, and retirement planning. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation process and a variety of investment strategies, including alternative investments, to manage portfolios on a discretionary basis.

Shanley Campbell is a CFP® and ChFC® with 21 years of industry experience. She has worked at Continuum Advisory, LLC since 2018 and previously held roles at Triad Advisors and Signator Investors, Inc. Outside of her advisory role, she is involved in insurance sales, providing fixed insurance products such as annuities and life insurance. Continuum Advisory serves both individual and institutional clients, offering financial planning, consulting, and discretionary portfolio management. The firm is known for its integrated professional services and uses a variety of investment vehicles, including mutual funds, ETPs, individual securities, and model portfolios.

James Krause is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at LPL Financial, Hornor Townsend & Kent, Inc, AdvisorNet Wealth Partners, and Cetera Wealth Services. He operates an independent investment advisory business through Wealthcare Advisory Partners LLC. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that integrates patented software and behavioral economics with evidence-based quantitative metrics, combining passive and active investment strategies and dynamic rebalancing as appropriate.

Michael Clark is a financial advisor with 30 years of industry experience, currently serving at 1919 Investment Counsel, LLC since 2005. He holds Series 63 and Series 65 licenses. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, pension plans, and public entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research.

Christopher Ouimet is a CFA® charterholder with five years of industry experience. He has been with Logan Capital Management, Inc. since 2019 and previously worked at Manulife/John Hancock from 2011 to 2019. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for a diverse client base, including high-net-worth individuals, institutions, retirement plans, and public funds. The firm integrates macroeconomic analysis, proprietary quantitative screening, fundamental research, and technical analysis across multiple equity and fixed-income strategies.

Richard Thomas is a CFP® and ChFC® with 31 years of industry experience. He is affiliated with Perigon Wealth Management, LLC and Purshe Kaplan Sterling Investments, Inc., serving as an investment advisor representative and registered representative since 2022. Prior to this, he held roles at Sagepoint Financial, First Allied Advisory Services, First Allied Securities, and Greenville Financial Group. Outside of his advisory work, Thomas serves as Treasurer for the Concord Soccer Association, a nonprofit focused on youth development through soccer. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to clients’ objectives and risk tolerance, often utilizing sub-advisors or turnkey asset management programs while maintaining oversight and conducting regular reviews.

Nicholas Willson is a financial advisor at Mission Wealth Management, LP in Radnor, PA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Sequoia Financial Group, RKL, and the Opake Institute. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm offers customized wealth management and financial planning focused on long-term strategies utilizing a diverse range of investment vehicles and incorporates tax-aware trading and rebalancing.