Thomas Corner is a financial advisor at Beacon Capital Management, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Sammons Financial Network, Midland National Life Insurance Company, and Equity Services Inc. Outside of his advisory role, Corner is an author and public speaker, producing both fiction and non-fiction works, and contributes to media appearances and blog articles. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, employing data-driven tactical allocation strategies primarily executed through ETFs and mutual funds.

Robert Shelton is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Kingsview Wealth Management, LLC. He has been with Edward Jones since 2012. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through a combination of advisor-led planning and model-based strategies, including proprietary ETFs and access to alternative investments.

Ryan Todd is a financial advisor at Great Valley Advisor Group, LLC with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Great Valley Advisor Group since 2015 and at LPL Financial since 2009. Outside of advisory work, he is involved in a tax preparation and accounting firm, Todd and Todd, LLP. 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, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies, third-party managers, and digital options to tailor portfolios to client objectives.

John Marsini is a financial advisor with Ethos Financial Group, LLC, holding a Series 63 designation and bringing 21 years of industry experience. He has worked at Innovation Partners LLC, MML Investors Services, and Mass Mutual Life Insurance Company. In addition to his advisory work, Marsini is a licensed attorney maintaining bar admission since 1987 and fulfilling continuing legal education requirements. Ethos Financial Group serves individuals, trusts, estates, government entities, and charitable organizations, offering investment management, financial planning, estate planning, and insurance consulting. The firm employs model portfolios and a core allocation strategy combining index-based exposures into diversified portfolios, supplemented by third-party research and optional tax-overlay management.

Anthony Mascherino Jr. is a financial advisor at Altitude Capital Management LLC with 16 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at firms including USA Benefits Group, Alliance America, and Allstate Insurance Company. Outside of advising, he assists with individual tax return preparation during tax season. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs tailored strategies based on client objectives and risk tolerance, managing discretionary assets through a multi-team structure.

Michael Blahusch is a CFP® professional with 16 years of industry experience, currently serving at McAdam LLC. He has been associated with McAdam LLC dba Cornerstone Capital Planning Group since 2014 and with McAdam, LLC dba RetireUS since 2022. Outside of his advisory roles, he is president of RetireUS Inc, a technology platform focused on financial wellness. McAdam advises a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm offers financial planning, investment management, and retirement plan consulting, utilizing a range of asset classes and incorporating specialized investments such as private funds and cryptocurrency exposure.

Marcel Pfister is a financial advisor at Compound Planning, Inc. with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Goldman Sachs & Co., Farther Finance Advisors, LLC, SVB Wealth, and First Citizens Bank. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm uses risk-based model allocations tailored to client goals and offers both direct investment management and a turnkey asset management program featuring in-house and third-party investment models.

Brian Walsh is a financial advisor with The Ascent Group, LLC, holding the ChFC® designation and over 40 years of industry experience. His career includes roles at OSAIC, Triad Advisors, and Ameritas Life Insurance, among others. Outside of his advisory work, Walsh is involved in motivational speaking and serves as immediate past president on the board of trustees for the Million Dollar Round Table Foundation. The Ascent Group, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, families, and institutions. The firm employs a combination of discretionary and non-discretionary portfolio management, model-based strategies, and third-party managers, supported by digital platforms such as Schwab Intelligent Portfolios.

Christopher Schank is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked with Northwestern Mutual in various capacities from 2011 to 2019 before joining Wealthcare Advisory Partners and affiliated LPL Financial in 2019. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising discipline incorporating proprietary technology and behavioral economics, offering both passive and active investment strategies along with dynamic rebalancing.

Charles Posnecker is a CFP® and CFA® with seven years of industry experience, currently serving at Bryn Mawr Trust Advisors, LLC. His prior roles include positions at Bryn Mawr Capital Management, Cypress Capital Management, and Christiana Trust. He holds board and investment committee roles with the Delaware Community Foundation and Spotlight Delaware, participating in portfolio review and investment policy oversight. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other entities. The firm offers customized investment policies and diversified portfolios using a range of investment vehicles, including ESG strategies through third-party providers, and maintains co-advisory relationships with WSFS Bank and other financial institutions.

Augustine Repetto is a CFP® with 23 years of industry experience. He has been with HBKS Wealth Advisors since 2017 and previously worked at Locust Capital Management LLC for 12 years. Outside of his advisory role, he serves as a board member for Studio Incamminati, an art school in Philadelphia. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm uses a variety of strategies and proprietary model portfolios, managing accounts on a discretionary basis while providing additional services through a network of affiliated businesses.

Jonathan Michewicz is a CFA® charterholder with 15 years of industry experience. He has been with MyCIO WEALTH PARTNERS, LLC since 2009. The firm provides investment advisory and planning services primarily to high-net-worth individuals, trusts, pension plans, and charitable organizations, offering both discretionary and non-discretionary portfolio management. MyCIO focuses on recommending and monitoring allocations across a range of investment vehicles, including alternative investments, and sponsors multiple affiliated private pooled funds.

Steven Eckroth Jr. is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His background includes roles at Wells Fargo Advisors, Thrivent Financial, and multiple real estate ventures, where he is currently active as a licensed real estate agent with Weichert Realtors and managing Honey Badger Homes, LLC. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, emphasizing a largely non-discretionary model with client approval on transactions.

Timothy Tomalavage is a financial advisor at myCIO Wealth Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hirtle Callaghan & Co. LLC for eight years before joining myCIO in 2022. MyCIO Wealth Partners provides investment advisory and planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, tax preparation, and institutional Chief Investment Officer (CIO) services.

Mitchell Bednoff is a financial advisor at Sage Financial Group Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sage Financial Group since 1997. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors, offering investment management, financial planning, and family office services. The firm’s approach emphasizes fundamental analysis and a long-term purchase orientation, and it uniquely serves as adviser to affiliated private pooled real-estate funds, employing performance-based compensation structures.

Lisa Buono is a financial advisor at Girard Advisory Services, LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various related firms including Girard Pension Services, TCG Investment Advisory, and Girard Investment Services. 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 focuses on asset allocation, diversification, and tailored portfolio solutions through a proprietary research process and an Investment Committee, offering a range of strategies including tax-managed direct indexing and options overlays. Girard is a wholly owned subsidiary of Univest Bank and Trust Co., enabling access to integrated banking, trust, brokerage, and insurance services.

Christopher Yoder is a financial advisor at Ethos Financial Group, LLC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Almanack Investment Partners, JFS Wealth Advisors, LLC, and Ameriprise Financial Services, Inc. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering investment management and financial planning services. The firm utilizes model portfolios and a Core Allocation strategy focused on diversified, risk-conscious investments across various vehicles, supported by third-party research and operational AI tools.

Kartik Aggarwal is a financial advisor at MyCIO Wealth Partners, LLC with two years of industry experience. He holds the Series 65 designation and has held roles at Agility Ventures and several academic institutions, including positions supporting international students and alumni relations. MyCIO Wealth Partners provides investment advisory and related planning services primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm focuses mainly on non-discretionary portfolio management and offers a range of investment vehicles including mutual funds, ETFs, private funds, and alternative investments.

Jacob Bloom is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA. He holds the Series 65 designation and has been in the industry since 2025. His prior experience includes roles at Brown Brothers Harriman, JPMorgan Trust Co of Delaware, and Drexel University. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, estates, pension plans, and charitable organizations. The firm emphasizes non-discretionary portfolio management and offers access to a range of investment options including mutual funds, private funds, and alternative investments.

James Hutchinson is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Bryn Mawr Trust Advisors, LLC. He previously worked at PNC Bank for over two decades before joining Bryn Mawr Trust and its affiliated capital management firm. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation, providing discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, institutions, and qualified plans. The firm uses a proprietary multi-asset approach combining strategic and tactical asset allocation with a variety of investment vehicles, including active and passive managers and option strategies.