Kerri Radimer is a financial advisor at Advisory Services Network with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Advisory Services Network since 2018. She also operates APEX Tax Advisors, a tax preparation business, where she works both during and outside of tax season. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisors. The firm employs a diversified investment approach that includes asset allocation and periodic rebalancing, serving clients through various flexible engagement options.

John Cole is a financial advisor at Accelerate Retirement with eight years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Sapers & Wallack, Lion Street Financial, Lion Street Advisors, and John Hancock. Outside of finance, he spent ten years working at Oakley Country Club. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm uses a primarily long-term allocation strategy with customized portfolios composed of mutual funds, ETFs, individual securities, and occasional covered options.

Bethany Landis is a CFP® professional with nine years of industry experience, currently serving at Wescott Financial Advisory Group LLC since 2022. Prior to this, she worked for over two decades at Asset Planning Services Ltd. 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 within a tax-sensitive, disciplined process supported by individualized Investment Policy Statements.

Kathryn Meidt is a financial advisor at BCG Securities, Inc. with three years of industry experience. She holds the Series 66 designation and has worked at BCG Securities and Horace Mann Companies since 2022. Prior to her financial career, she had roles at Tortilla Press Cantina and Double Nickel. BCG Securities serves institutional retirement plans and individual clients, generally those with accounts above $25,000, providing portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes tailored investment policy development and non-discretionary advice while utilizing independent third-party managers and a range of analytical approaches.

Thomas Walls is a financial advisor with Lombard Advisers Incorporated in Plymouth Meeting, PA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Lombard Advisers since 2000 and has prior experience with North American Life Assurance Co and Mutual of New York dating back to the early 1980s. Outside of his advisory role, he operates Thomas Walls & Associates for tax purposes. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary programs and uses a combination of fundamental, technical, charting, and cyclical analysis to construct and monitor portfolios.

Thomas McManus is a CFP® professional with 34 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1991 and concurrently serves in the United States Navy, Naval International. He is a member of Axeon Development, LLC, a real estate development company. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, access to third-party managers, and ERISA/403(b) retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Gregory Bender is a financial advisor with Capital Analysts, holding a Series 66 designation and 14 years of industry experience. He previously worked at Lincoln Investment Planning and Valley Forge Asset Management. 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 in-house investment management team.

Zachary Candelore is a financial advisor at Mutual of Omaha Investor Services, Inc. with six years of industry experience. He holds Series 63 and Series 65 designations and has worked in the financial services sector since 2019. Outside of his advisory role, he is employed in the food service industry as a bartender and server at local establishments in Philadelphia. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and acts as a conduit to third-party managers, serving a broad client base including both non-high-net-worth and high-net-worth individuals.

Benjamin Fair is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2008. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Ralph Cetrulo III is a financial advisor at Sage Financial Group Inc. with 26 years of industry experience. He holds the Series 66 designation and has been associated with Stephano Slack, LLC since 2014. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors by providing investment management and financial planning, including family office services. The firm emphasizes fundamental analysis and long-term investment strategies, and it is notable for advising affiliated private pooled real-estate funds and offering estate-planning services in partnership with a law firm.

Cynthia Miller is a CFP® with 14 years of experience in financial advising. She is currently with Capital Analysts and has also worked with Lincoln Investment Planning since 2011. Early in her career, she was briefly a captive agent for Genworth Financial, involved in long-term care insurance sales. 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, advisor-managed custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and its in-house Investment Management & Research team, which employs a proprietary mutual-fund screening process.

James Fives is a financial advisor at Zacks Investment Management, Inc. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at LBMZ Securities, Inc., Orion Portfolio Solutions, and Brinker Capital, as well as a four-year tenure at Loyola University Maryland. Zacks Investment Management provides discretionary portfolio management to a broad client base, including individuals, trusts, retirement plans, and institutional investors. The firm uses proprietary quantitative and qualitative models centered on earnings-estimate revisions across a wide range of strategies and serves both as a direct manager and a provider of indices, model portfolios, and alternative private funds.

Clayton Parrett is a financial advisor at Miller Investment Management, LP with 10 years of industry experience. He holds a Series 65 designation and has been with Miller Investment Management since 2015. Outside of his advisory role, he serves as a general partner and director in several non-investment-related businesses, including a banking consulting firm, insurance industry software companies, a fast casual restaurant business, and a music production and publishing company. Miller Investment Management provides advisory and supervisory services to individuals, pension plans, foundations, endowments, trusts, business entities, and private pooled vehicles. The firm employs a combination of fundamental and technical analysis in managing client portfolios, offers retirement plan consulting, and acts as general partner and sponsor for multiple private funds investing across public securities, private equity, and real estate.

Andrew Brown is a CFP® professional with 16 years of industry experience, currently serving at Sage Financial Group Inc. since 2010. He holds a Series 65 license and is based in West Conshohocken, PA. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors through discretionary and non-discretionary investment management and financial planning. The firm emphasizes fundamental analysis and long-term investment strategies, offers family office services, and acts as adviser to affiliated private pooled real-estate funds, including a Qualified Opportunity Fund.

Peter Gaertner is a CFP®-credentialed financial advisor with 16 years of industry experience. He currently works at Roffman Miller Associates Inc and has previously held roles at Bryn Mawr Capital Management, Affinity Wealth Management, Mercap Securities, Delaware State University, and Coastal Equities. Roffman Miller Associates provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.9 billion across 1,560 client relationships, utilizing a committee-based investment process focused on long-term goals, diversification, and fundamental research.

Matthew Little is a financial advisor with Main Street Financial Solutions, LLC, holding a Series 66 designation and bringing 21 years of industry experience. His previous roles include positions at Merrill and Bank of America, N.A. He serves as an advisory board member for the Lakeside Home Owners Association, a nonprofit cooperative in New Jersey. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, and business entities. The firm employs an academic-based, multi-asset class investment approach that emphasizes low-cost passive ETFs alongside actively managed funds and individual securities, tailoring portfolios to client objectives and risk profiles.

Alan Gubernick is a financial advisor at Prosperity - An EisnerAmper Company with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at firms including Commonwealth Financial Network and EisnerAmper. Outside of his advisory role, Gubernick serves on the boards of several nonprofit organizations, including the Anti-Defamation League and Philadelphia Youth Basketball. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $5 billion in assets with a focus on asset allocation and diversification, using both discretionary and non-discretionary management alongside third-party independent managers and technology platforms.

Michael Bukowski is a CFP® with 20 years of industry experience, currently advising at Main Street Financial Solutions, LLC since 2016. He holds a Series 66 license and is based in Newtown, PA. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach that emphasizes low-cost passive ETFs while also incorporating actively managed funds and alternative investments.

Brian Levy is a CFP® with 10 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors since 2015. He holds a Series 63 license and is also a licensed insurance agent for life, health, and annuity products. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs a discretionary asset allocation approach using proprietary models and third-party managers, offering portfolio customization and technology-driven client reporting.

Nicholas Ferguson is a financial advisor at Gladstone Wealth Partners with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America and Merrill Lynch. Ferguson is also involved with Everest Wealth Partners in an investment-related capacity. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment strategies, with a focus on integrating retirement-plan services and institutional manager relationships.