Benjamin Haas is a CFP® professional with 19 years of industry experience. He is currently with Great Valley Advisor Group, LLC and has held roles at LPL Financial, LLC and US Financial Advisors, LLC. Haas also engages in insurance brokerage activities and operates Haas Financial Group as a business entity for tax and investment purposes. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and planning services, utilizing a combination of in-house strategies and third-party managers across various platforms.

Adam Werner is a CFP® professional with 18 years of industry experience currently with Great Valley Advisor Group, LLC. He has prior experience at U.S. Financial Advisors, LLC and has maintained an affiliation with LPL Financial, LLC since 2015. Werner provides administrative support for Great Valley Advisor Group, an independent investment advisory firm. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing both in-house strategies and third-party managers with ongoing due diligence and portfolio oversight.

Brad Small is a financial advisor with ThePARTNERS Wealth Management in Sinking Spring, PA, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior roles include positions at OSAIC Wealth, Inc. and American Portfolios Financial Services, Inc. Outside of advising, he is a board member of the Boy Scouts of America Hawk Mountain Council and founder of the Small Steps Scholarship Fund, which supports outstanding high school students pursuing higher education. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing comprehensive investment management, financial planning, and consulting through a multi-team advisor structure. The firm employs customized portfolio strategies using internal and third-party models and typically holds discretionary authority to implement these strategies on behalf of clients.

Kevin Rhodes is a CFP® professional with 37 years of industry experience. He is currently affiliated with OneAscent Financial Services LLC and PKS Investments, having previously worked at StoneX Securities Inc. and StoneX Advisors Inc. since 2016. Rhodes holds Series 63 and Series 66 licenses. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and consulting, utilizing both advisor-managed and model-based platforms along with additional services such as outsourced CIO and CCO support.

Timothy Russell is a CFP® with 22 years of industry experience, currently serving at Geneos Wealth Management, Inc. He has been affiliated with The Life Financial Group and Geneos Wealth Management since 2006. Outside of his advisory work, he is an author and involved with The Legacy/Life Institute for Financial Excellence, providing family counseling for a church. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, using a range of analytic approaches and investment strategies tailored to client needs.

Regina Rinehimer is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 65 registrations and bringing 23 years of industry experience. Her career includes roles at Kingsview Partners since 2021 and prior positions at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2021. She serves as a power of attorney for family members in investment-related matters. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments through various platforms.

Connor Quesenberry is a financial advisor at ValMark Advisers, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Velekei Giles Financial Advisors and Vanguard-related entities. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by an investment committee.

David Horonzy is a financial advisor at Moors & Cabot, Inc. with 32 years of industry experience. He holds a Series 63 designation and previously worked at Janney Montgomery Scott for 18 years before joining Moors & Cabot. Moors & Cabot provides investment advisory and related services to individual and high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, fee-based financial planning, and consulting services.

William Krause is a financial advisor at The Partners Wealth Management with 48 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Osaic Wealth, Inc., American Portfolios Financial Services, Inc., and Massmutual Life Insurance Company. Outside of his advisory work, he serves as a financial consultant in the insurance sector. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing comprehensive investment management, financial planning, consulting, and retirement-plan advisory services through a multi-team advisor structure. The firm employs customized portfolio strategies using a range of investment vehicles and typically has discretionary authority to implement client strategies.

Lisa Ashcroft is a financial advisor with Girard Advisory Services, LLC, holding a Series 65 designation and five years of industry experience. She has worked at Univest Bank and Trust Co. and Orrstown Bank prior to her current role. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs a proprietary research process and an Investment Committee to guide asset allocation and diversification, offering a range of discretionary and non-discretionary management services along with specialized strategies and affiliated financial services through its parent company, Univest Financial Corporation.

Cheryl Gysi is a financial advisor with Geneos Wealth Management, Inc. She holds a Series 66 designation and has seven years of industry experience. Gysi has been affiliated with Geneos Wealth Management and Life Financial Group since 2015. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and referrals to third-party money managers through traditional and wrap-fee programs, employing a variety of investment strategies including fundamental, technical, and tactical asset allocation.

Bryan Minner is a financial advisor at Ausdal Financial Partners, Inc. with 24 years of industry experience. He holds the PFS™ and Series 63 designations and has been with Ausdal since 2009. In addition to his advisory work, he owns and operates Minner & Company, P.C., a CPA firm, and serves as treasurer on the Kenhorst Condo Association board. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm provides investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of discretionary and non-discretionary portfolio options.

Jack Causa is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 63 designation and bringing 44 years of industry experience. He has been with Ausdal Financial Partners since 2009. Outside of advisory work, he is involved in life and equity-indexed annuity sales and serves as president of a family LLC that manages a hunting camp property. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services including in-house and third-party investment programs, retirement plan services, and licensed insurance products.

Andrew Heifer is a financial advisor at Creativeone Wealth, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Virtue Capital Management, LLC and Pinnacle Capital Advisors, LLC. Outside of his advisory role, he is a 50% owner of Still Shining, LLC, a distillery of moonshine. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a mix of proprietary ETF-based models, third-party managers, and option strategies, supported by quantitative and fundamental analysis.

Michael Butterworth is a financial advisor with BFC Planning, Inc. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. His prior work includes roles at Sagepoint Financial, Inc., MML Investor Services, Inc., and MassMutual Life Insurance Company. Outside of his advisory work, he owns and operates a tax preparation service and a special needs planning group that assists individuals and families with obtaining public benefits and related advocacy. BFC Planning, Inc. serves a diverse client base, including individuals, corporations, pension plans, and trusts, through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms, employing a range of investment strategies while excluding futures, hedge funds, and digital assets.

Andrew Quintois is a financial advisor with Summit Wealth Group, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining Summit in 2026, he worked at SEI Investments Management Corp. and SEI Investments Distribution Co. for seven years, among other roles. Outside of his advisory work, Quintois coaches and referees for USA Hockey. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes portfolio allocations based on clients’ financial profiles and employs a range of analytical strategies, often utilizing third-party money managers and ongoing account monitoring.

Dominic Defreece is a financial advisor with Encompass More Asset Management LLC, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior roles include positions at Verity Asset Management and Appreciation Financial. Outside of his advisory work, he owns DeFreece Financial Solutions, which provides insurance, real estate, and financial education services, and he is employed as a life insurance agent with Baltimore Life. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based investment strategies combining proprietary models and third-party sub-advisers, offering a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and digital-asset related exposures.

Dennis Pellegrini is a financial advisor at Blackridge Asset Management, LLC with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Blackridge since 2016. Outside of his advisory role, he owns Four Legged T Shirts LLC, a retail business, and is a partner in Sage Scholars, an organization that offers scholarship credits to qualified prospects. Blackridge Asset Management is a multi-advisor firm serving individuals, trusts, retirement plans, charitable organizations, and small businesses. The firm offers financial planning, portfolio management, and consulting services, using a combination of third-party and advisor-created models, with a distinctive capability to provide sub-advisory services to unaffiliated registered investment advisers.

Stephen Rohrer is a financial advisor at Geneos Wealth Management, Inc. with two years of industry experience. He holds a Series 66 credential and has prior experience at The Life Financial Group and Huawei International High School. Outside of advising, Rohrer is involved in teaching and counseling at Life Institute and writes a personal growth blog. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with over $5.5 billion in assets under management. The firm offers financial planning, portfolio management, and third-party money manager referrals using a variety of strategies including discretionary and non-discretionary account supervision.

Thomas Rutter Jr. is a financial advisor with Prosperity Wealth Management, Inc. in Schwenksville, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Prosperity Wealth Management since 2017 and concurrently at Fortune Financial Services Inc. since 2007, as well as operating Rutter Insurance since 1995. Outside of his advisory roles, he is a Taekwondo instructor in Boyertown, PA. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million in client assets and employs a multi-method investment approach with ongoing oversight of recommended third-party managers.