Patrick Forst is a financial advisor with Capital Analysts, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1986. 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 through a nationwide network of independent advisors and its own CAAMS programs.

Christopher Cortese is a CFP® with 13 years of industry experience. He has been with Wescott Financial Advisory Group LLC since 2010. Wescott Financial Advisory Group 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 uses an open-architecture, multi-manager investment approach that combines passive and active strategies within a tax-sensitive, disciplined process.

Jeffrey Wrabel is a financial advisor at Ethos Financial Group, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Almanack Investment Partners and Tegler McHenry Associates. Outside of his advisory work, he serves as treasurer for the charitable organization Knights of Columbus. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, providing investment management and financial planning through diversified, risk-conscious portfolios that use index-based exposures and various managed accounts. The firm supplements its approach with third-party research, offers tax-overlay management, and supports its advisors with technology while also acting as a sub-advisor to other registered investment advisers.

Gianni De La Cruz is a CFP® professional based in Philadelphia, PA, with 14 years of industry experience. He has previously worked at The Vanguard Group, Inc., PNC Wealth Management, and Charles Schwab before joining Facet. Facet Wealth offers subscription-based financial planning and discretionary investment management primarily through phone, video, and a proprietary web platform, serving both non-high-net-worth and high-net-worth households. The firm employs model-based asset allocation strategies using ETFs and technology-driven processes, including machine-learning algorithms for tax optimization and portfolio management.

Jennifer Telesca is a financial advisor at XML Financial Group with 25 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Wells Fargo Advisors Financial Network, John Hancock Advisers, and MFC Global Investment Management. XML Financial Group provides investment management, financial planning, retirement plan consulting, and wrap fee programs to a diverse retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates a multi-advisor team model and uses a blend of fundamental and technical analysis, incorporating third-party managers and an internal Investment Committee to tailor portfolios to client needs.

Brian Ruht is a financial advisor at Santander Securities LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Santander Securities and Santander Bank since 2017, as well as at Citizens Securities, Inc. from 2016 to 2017. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning, primarily serving retail investors through multiple managed account strategies implemented by third-party managers.

Scott Tanker is a financial advisor with Blackridge Asset Management, LLC, holding the ChFC® designation and Series 63 license. He has 33 years of experience in the industry, including roles at Next Financial Group Inc and Walnut Street Securities, Inc. Outside of advising, he owns Tanker Consulting Services, where he consults on merchant services, and he is involved in insurance sales and pension plan consulting with a focus on 401(k) plans. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management through a multi-advisor network and utilizes an affiliated asset management platform alongside third-party providers.

Clifford Haugen is a CFA® charterholder and holds a Series 66 license, with 25 years of industry experience. He has been with BLBB Advisors since 2008 and previously worked at Burke, Lawton, Brewer & Burke, LLC. Outside of his advisory role, he serves as a general partner in Haugen Agro, LLLP and is involved as a trustee and finance committee member for Silver Springs/Martin Luther School in Plymouth Meeting, PA. BLBB Advisors manages approximately $3.25 billion in client assets, providing investment management and financial planning to individuals, trusts, corporations, business owners, pension plans, and non-profit organizations. The firm emphasizes asset allocation and offers multiple risk-based investment objectives using a range of investment vehicles, including a firm-supervised Global Macro ETF strategy and an optional equity covered-call overlay.

Erik Kalfus is a financial advisor at Main Street Financial Solutions, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC and Hobbs Group Advisors, LLC. Outside of finance, he was involved with Good Life Cafe for two years. Main Street Financial Solutions serves a broad client base including individuals, pension plans, trusts, and charitable organizations. The firm uses an academic-based, multi-asset class investment approach that combines low-cost passive ETFs, actively managed funds, and tailored portfolio strategies.

Gerald Burhop is a CFA® charterholder with 29 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1999. In addition to his advisory role, he serves on the boards of two charitable organizations, Women in Transition as Treasurer and Methodist Services/Methodist Home for Children, providing oversight and direction. 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, delivering services through a nationwide network of independent advisors and in-house investment management.

Ryan Crooks is a financial advisor at Roffman Miller Associates Inc with 17 years of industry experience. He has been with Roffman Miller since 2007 and holds the Series 63 and Series 65 designations. Roffman Miller provides discretionary portfolio management and financial planning 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 process focused on long-term objectives, diversification, and fundamental research.

Christopher Reazor is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Santander Securities and Santander Bank since 2018 and previously held roles at The Prudential Insurance Company of America and Pruco Securities LLC. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party model managers and centralized implementation.

Alan Mandeloff is a CFP® professional based in Philadelphia, PA, with 31 years of industry experience. He currently works at United Capital Financial Advisors and has held prior roles at Apexium Financial LP and Citrin Cooperman & Co., where he also serves as a consultant providing tax and consulting services. United Capital Financial Advisors offers national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm supports customized investment approaches and operates an affiliate network that includes legal and trust services, as well as technology and sub-advisory platforms.

Michael Cianci is a CFP® with 21 years of industry experience, currently affiliated with StoneX Advisors Inc. since 2018. His prior roles include positions at Stonex Securities Inc. and IM Wealth Partners. Outside of financial advising, he serves as an online adjunct professor and works as a basketball official. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm employs a range of investment strategies through independent advisors, proprietary models, and third-party money managers, supported by integrated clearing and custody services within the StoneX Group.

Damien Hanly is a financial advisor at Beacon Global Advisor Network, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Brite Advisors USA, Inc. and DeVere USA INC. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering customized portfolios that combine third-party managed models, mutual funds, ETFs, individual equities, and fixed income, with a specialized pension-transfer service for U.K. expatriates.

Dante Wright is a Series 65-licensed financial advisor at McAdam LLC with three years of industry experience. He has been affiliated with McAdam LLC and its associated brands Cornerstone Capital Planning and RetireUS since 2021 and previously worked at Roche Financial. His background also includes roles in academia and hospitality. McAdam LLC serves a diverse client base including individuals, trusts, estates, and institutions, offering financial planning, investment management, and retirement plan consulting. The firm employs a range of investment strategies, from traditional securities to specialized exposures, and provides innovative products such as a tiered weekly subscription planning service and estate-document creation.

Thomas Damasco is a CFA® charterholder with 15 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. since 2022. His prior roles include positions at TD Private Client Wealth LLC, TD Bank, N.A., TD Ameritrade, Merrill, and Ameriprise. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, emphasizing a predominantly non-discretionary asset mix.

Joseph Fishman Jr. is a Series 65-licensed financial advisor with 11 years of industry experience. He is currently associated with Creativeone Wealth, LLC and has previously worked at firms including Changepath, LLC, Benefit Wealth Partners, and Retirement Wealth Advisors. Outside of his advisory roles, he is the owner and agent of Freedom Financial Associates, where he is involved in insurance sales. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to a diverse client base including individuals, corporations, and charitable organizations. The firm employs a range of investment strategies, including proprietary ETF-based core models and boutique equity managers, supported by a platform that facilitates tailored suitability assessments and regular portfolio rebalancing.

Benjamin Janssen is a CFP® professional with two years of industry experience. He currently works at Wescott Financial Advisory Group LLC and has previously held roles at BNY Mellon Wealth Management, Southern New Hampshire, Universal Health Services, Inc., and PDA. 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 with a tax-sensitive, disciplined process and individualized Investment Policy Statements.

Jerry Glasser is a financial advisor with Capital Analysts based in Horsham, PA. He holds a Series 66 designation and has seven years of industry experience. His prior roles include positions at Edward Jones and Lincoln Investment. Glasser also owns Guardian Path Wealth Management LLC, a marketing business related to his Lincoln Investment activities. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, 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.