Alan Schapire is a CFP® and PFS™ credentialed advisor with 16 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC, Convergent Financial Strategies LLC, and AdviceOverWeb. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Joseph Cucinotta Jr. is a financial advisor with Centaurus Financial, Inc. in Radnor, PA, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questar Capital Corporation. Outside of advisory services, he prepares individual and small business tax returns as a proprietor. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts.

James Boylan is a financial advisor with Focus Advisor Solutions, LLC in Phoenixville, PA, holding Series 65 and Series 63 credentials and bringing 20 years of industry experience. His prior work includes roles at Sei Investment Management Co. and Sei Investments. Outside of advising, he serves as Regional Director for Focus Partners Advisor Solutions, LLC, focusing on relationship management and new business development. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages approximately $41 billion in assets and serves over 33,000 clients through a team of about 42 advisors.

Steven Manley is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2009. Outside of his advisory role, he serves as a board member at Bishop Shanahan High School in Downingtown, PA, contributing to the school's strategic vision. Janney Montgomery Scott LLC 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, corporate sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Sarah Smith is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Smith serves as Vice President of Programming for the Cornell Club of Philadelphia, an alumni organization. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Thomas Furey Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at LPL Financial, Park Avenue Securities, and Guardian Life Insurance Company. He is also associated with Summit Partners, Inc., a business entity used for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management and financial planning services. The firm employs a fiduciary-based advisory model utilizing a range of investment strategies and technology platforms, offering proprietary and third-party managed account solutions.

Brendan Kelly is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 34 years of industry experience. His work history includes roles at Triad Advisors, Alera Investment Advisors, LPL Financial, and IFP Securities. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Brian Jacobs is a CFP® and holds a Series 66 license with 20 years of industry experience. He is currently with Corient and its affiliated entities where he has worked since 2016, including Radnor Financial Advisors and CIPW Service Company. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, 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, third-party managers, and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

Jon Bartholomew is a financial advisor with GWN Securities Inc. holding a Series 66 designation and 12 years of industry experience. He has been with GWN Securities since 2020 and also operates J.M. Bartholomew & Co., a CPA firm providing accounting and tax services to small businesses and individuals. Jon’s background includes multiple roles at Avantax and other financial service firms. GWN Securities offers investment advisory and related services to individual and corporate clients through various managed account programs and financial planning options. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and model-based allocations, with a notable use of market-timing and momentum-based strategies in certain legacy programs.

Charles Pires is a financial advisor with Principal Financial Services based in Berwyn, PA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. His prior experience includes roles at One Digital LLC, Trinity Benefit Advisors, and Benefit Development Financial Group. Outside of financial advising, he is involved in selling compliant products on Amazon through Avalon Automation. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

William Schindler is a financial advisor with United Planners Financial Services of America, holding a Series 63 designation and 32 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Semus Wealth Partners, MML Investors Services, and Mass Mutual. He is also involved as managing partner in Capital Legacy Partners, LLC, and leads Schindler Financial Associates, LLC, a non-investment-related entity. United Planners serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering a mix of non-discretionary and discretionary asset management and both fee-based and commission-based options.

Joseph Frederick is a financial advisor at Sequoia Financial Group, L.L.C. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Zeke Capital Advisors, Tiedemann, and The Vanguard Group, Inc. He has been with Sequoia Financial Advisors since 2023. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including high-net-worth individuals, family offices, corporations, charitable organizations, and trusts. The firm combines model and custom portfolio management, utilizing a range of investment vehicles and a disciplined research process overseen by an Investment Policy Committee.

Nicholas Dalia is a financial advisor with PNC Wealth Management, holding a Series 66 designation and two years of industry experience. Prior to joining PNC Investments LLC in 2024, he worked at PNC Bank from 2021 to 2024 and has experience in the hospitality and service industries. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend risk bands and manages investments via approved model strategies executed with mutual funds and ETFs.

John Grego is a CFP®-certified financial advisor with 16 years of industry experience. He has worked at Mariner since 2023 and previously spent 13 years with THE Vanguard Group, Inc. Mariner serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines discretionary, customized portfolios overseen by an Investment Committee with integrated tax and accounting capabilities, including administrative CFO services and a Financial Wellness Platform for employer clients.

Peter Blok is a CFP® with 27 years of industry experience, currently serving at Independent Financial Group, LLC since 2014. He previously worked at Grove Point Investments, LLC and Ambrose Wealth Management. He is the owner of a financial services marketing DBA and holds a partial ownership interest in a fintech business. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional plans. The firm uses both firm- and third-party models to develop client strategies, combining active and passive exposures across various risk profiles through multiple platforms and programs.

Mark Malcein is a CFP® with 19 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2008. He offers insurance products to his clients and delegates underwriting management to his assistant to focus on advisory responsibilities. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning offerings. The firm utilizes a combination of affiliated and unaffiliated sub-advisers, model portfolios, and tactical strategies including market-timing and momentum-based approaches.

Neal Regino is a financial advisor with Equity Services, Inc. and holds Series 63 and Series 65 licenses. He has 17 years of industry experience and has been with National Life Group and Equity Services since 2015. Outside of his advisory work, he serves on the advisory board of the William Trippley Youth Development Foundation, a nonprofit focused on at-risk youth. Equity Services, Inc., doing business as ESI Financial Advisors, 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 utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Haley Langan is a CFP® with eight years of industry experience, currently serving as a financial advisor at Corient. Her prior roles include positions at Radnor Financial Advisors, SEI Investments, and CIPW Service Company. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions and uses risk management tools and continuous portfolio monitoring to align investments with client objectives.

Christian Thompson is a financial advisor at TD Private Client Wealth LLC with Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at The Vanguard Group, Inc. and Saint Joseph's University. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm constructs portfolios using strategic and tactical asset allocation combined with investments from affiliated and third-party sub-managers.

Jacelyn Gofus is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Janney Montgomery Scott since 1999. Janney Montgomery Scott LLC 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.