Jennifer Ashley is a financial advisor with Girard Advisory Services, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Girard, she worked at Univest Corporation for ten years and held positions at TRC Staffing and Kohls Department Stores. Girard Advisory Services, LLC is a fee-only registered investment adviser that offers wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a proprietary research process and an Investment Committee to manage tailored portfolios and utilizes a range of strategies including tax-managed direct indexing and options overlays, supported by its structure as a subsidiary of Univest Bank and Trust Co.

Samuel Good is a financial advisor with Bryn Mawr Trust Advisors, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Bryn Mawr Capital Management in 2024, he worked at ACNB Bank and held various roles including a decade-long position with the Gettysburg Area School District. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and subsidiary of WSFS Financial Corporation that offers discretionary investment management, financial planning, and fiduciary services to individuals, trusts, foundations, corporations, and institutional clients. The firm employs a proprietary multi-asset investment approach combining strategic allocation, tactical adjustments, and a mix of active and passive managers, serving a broad client base including high-net-worth individuals.

Chad Friedman is a CFP® and ChFC® professional with 18 years of industry experience. He currently works with Nations Financial Group, Inc. and previously spent 16 years at Wells Fargo Advisors. In addition to his advisory role, he is the owner of Viridity Wealth Management, providing investment and advisory services. Nations Financial Group, Inc. serves a diverse client base, including individuals, pension plans, trusts, and corporate clients. The firm offers a range of portfolio management services with in-house and third-party manager options, employing a variety of investment strategies across different risk profiles.

Steven Perlman is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has worked at Wealthcare Advisory Partners and LPL Financial since 2018 and previously spent 11 years with both MML Investors Services, Inc. and MassMutual Life Insurance Company. Perlman is also involved in non-variable insurance through Delval Senior Advisors. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets with a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm utilizes a goals-based planning approach supported by proprietary software and applies an evidence-based investment framework incorporating behavioral economics to build long-term portfolios across multiple asset classes.

Daniel Mccarthy is a CFP®-certified financial advisor with 12 years of industry experience. He has been with Wealthcare Advisory Partners LLC and affiliated LPL Financial since 2016. 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 goals-based planning supported by patented software with an evidence-based investment approach that includes proprietary quantitative measures and access to alternative investment platforms.

Michael Reynolds Jr. is a CFP® and Series 66-registered financial advisor with eight years of industry experience. He has been with Janney Montgomery Scott since 2017, including his current role since 2025. Prior to joining Janney, he worked at the University of Delaware Recreation Services from 2015 to 2017. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs through both in-house and third-party portfolio management.

Stuart Ettingoff is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He operates Ettingoff Wealth Management, LLC as an additional business activity. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Mark Weller is a CFP® professional with 16 years of industry experience, currently affiliated with Eagle Strategies (NY Life). He has worked with NYLIFE Securities LLC and New York Life Insurance Co since 2009 and operates Karalius & Associates Insurance and Financial Services, LLC, where he brokers non-registered insurance products. Outside of his advisory work, Weller serves as Vice President of a local BNI networking group and is a board member of the Royersford Parks and Recreation Commission. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Guglielmo Tullio is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 designations and eight years of industry experience. His prior roles include positions at Clarfeld, Citizens Securities, Inc., and Wells Fargo Clearing. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm provides tailored portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund, utilizing a vertically integrated approach with affiliated funds.

Bruce Lord Jr. is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank. He serves as an elected School Board Director for the Springfield School District in Pennsylvania. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services.

Julie Aranowitz is a CFP® professional with 10 years of industry experience, currently affiliated with GWN Securities Inc. since 2015. She also has a role at Kades-Margolis Corporation dating back to 2014. In addition to her advisory work, she is licensed as an insurance agent specializing in life and long-term care insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs, including active and traditional portfolio strategies.

Denise Schatz is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and two years of industry experience. Her work history includes roles at Commonwealth Financial Network and Independence Wealth Services, as well as entrepreneurial experience with Aunt Mamie's Italian Specialties and Denise LaRue Coaching. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a broad adviser-support platform with access to both proprietary and third-party investment solutions, retirement and plan consulting, and custody/clearing services.

Ashley Nimon is a CFP® and holds a Series 65 license with four years of industry experience. She has worked at Corient since 2022 and previously held roles at Radnor Financial Advisors, MassMutual Greater Philadelphia, and Northwestern Mutual. Outside of financial services, she was involved with the Smokehouse Tavern and has experience connected to Temple University. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions, employing risk management tools and alternative investment options tailored to client objectives.

J Corle is a CFP® with 30 years of experience in the financial services industry. He is currently with Kestra Advisory and has been associated with Kestra Investment Services, LLC, Tycor Asset Management, Inc., and Tycor Benefit Administrators, Inc. since the early 1990s. Corle holds ownership in Tycor Financial Group and serves in senior roles within affiliated firms. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Bryan Benner is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 66 license. Prior to joining Commonwealth in 2017, he worked at several firms including American General Life, Tegler Machenry, Legancy Planning Partners, Securian Financial Services, and Minnesota Life Insurance Co. Outside of his advisory role, he owns an operating company that manages his marketing, entertainment, and other personal business expenses. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services along with back-office support, trading, technology, compliance, and practice-management resources to affiliated advisors.

Daniel Flamma is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Media, PA, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. He has worked at Equity Services since 2017 and previously held roles at National Life Group and Wells Fargo Advisors. Outside of his advisory work, he serves as treasurer for the Shadowbrook Home Owners Association and is a board member and boys' field coordinator for a local lacrosse league. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently employs third-party asset managers and model portfolios, and manages both discretionary and non-discretionary accounts.

David Najim is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 18 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Najim has been with Primerica Advisors and Guardian Life since 2010. Park Avenue Securities LLC serves a wide retail client base with brokerage and advisory services, including financial planning and retirement-plan consulting. The firm offers proprietary and third-party investment programs and provides both discretionary and non-discretionary account management options.

David Small is a financial advisor with Ameritas Advisory Services, LLC who holds a Series 63 designation and has 36 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has also worked with Ameritas Life Insurance Corp and Ameritas Investment Corp since 2003. Outside of his advisory role, he is licensed as an independent insurance agent and is a joint owner of a vacation rental property in the Dominican Republic. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies, serving clients on both discretionary and non-discretionary bases.

Joseph Bruno is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He worked at Nationwide and Nationwide Securities, LLC for 12 years before joining Integrity Alliance in 2020. Outside of his main advisory role, Bruno owns and operates Bruno Financial Services LLC, providing securities and insurance services. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans through a large network of independent advisors managing approximately $5.4 billion in assets. The firm offers a range of portfolio management and financial planning solutions utilizing discretionary accounts, model portfolios, and third-party sub-advisers, with multiple operational features including dual registration as both an SEC-registered investment adviser and a broker-dealer.

Michael Conk is a financial advisor with Principal Financial Services in Wayne, PA, holding a Series 66 designation and 22 years of industry experience. He has worked with Principal Securities Inc since 2016 and has been associated with Financial Advisors of Delaware Valley and Principal Life Insurance Company since 2013. Outside of his advisory role, he has assisted with ski race event operations for Vail Resorts at Mount Snow. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.