Edward Munch is a financial advisor with Nations Financial Group, Inc. in Wayne, PA, holding a Series 66 designation and 10 years of industry experience. He worked at Wells Fargo Advisors from 2015 to 2019 before joining Nations Financial Group in 2019. Outside of his advisory role, he is also an employee at McClockey Financial Group, where he engages in research, client reporting, order entry, and technology support. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a range of proprietary model portfolios and offers tailored investment strategies combining discretionary and non-discretionary management options.

Michael Carberry is a financial advisor with Integrity Advisory Solutions, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. His prior roles include positions at LPL Financial, Gladstone Wealth Partners, and Oppenheimer. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, sub-advisory programs, and client referral services, utilizing a range of asset-allocation strategies and third-party platforms.

Mark Frombach is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He has been with Roffman Miller Associates Inc. since 2006. Roffman Miller Associates provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a committee-based investment approach focused on long-term objectives, diversification, and fundamental research, managing approximately $2.9 billion across about 1,560 client relationships.

Renee Bowen is a financial advisor at Girard Advisory Services, LLC with eight years of industry experience. She has been with Girard Partners, Ltd since 2017 and worked as a consultant from 2016 to 2017. Bowen holds a Series 65 designation. 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 portfolio construction, offering a range of strategies including tax-managed indexing and options overlays, while maintaining affiliated relationships that enable recommendations across banking, trust, brokerage, and insurance services.

Marc Leven is a CFP® with 15 years of industry experience, currently serving at Aprio Wealth Management, LLC. He previously worked at UBS Financial Services for seven years before joining Aprio in 2019. Outside of his advisory role, he is a partner at Griffen Avenue Ventures, a venture capital and banking partnership. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities, employing asset allocation along with various trading techniques and offering access to sub-advised strategies and private investments. The firm is noted for its affiliation with a third-party administrator/pension consulting business and serves as a 3(21) adviser with approximately $1.57 billion in assets under advisement.

Alani Sewell is a financial advisor with Capital Analysts, holding a Series 66 designation and 17 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2009. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team.

Laura Brewer is a financial advisor at BLBB Advisors with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with BLBB Advisors since 2006, following prior work at Burke, Lawton, Brewer & Burke. Brewer serves as a director and treasurer of Boardwalk Securities Corporation, a privately-held investment management firm for certain family shareholders. BLBB Advisors provides investment management and financial planning services to individuals, trusts, corporations, business owners, pension plans, and nonprofit organizations, managing approximately $3.25 billion in client assets. The firm emphasizes asset allocation, offering multiple risk-based investment objectives and specialized strategies such as a Global Macro ETF approach and an equity covered-call overlay.

Stephen Ference Jr. is a financial advisor at StoneX Advisors Inc. with 10 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at StoneX Advisors since 2017. He also assists with financial advising at IM Wealth Partners. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses a combination of independent advisors and in-house teams, employing proprietary and third-party investment solutions across multiple platforms.

Robb Parlanti is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at BLBB Advisors since 2013. He participates in community activities as an Investment Committee Member for the Overbrook School for the Blind and serves on the Finance Committee of Visitation Blessed Virgin Mary Church. BLBB Advisors provides investment management and financial planning services to individuals, trusts, corporations, business owners, pension plans, and non-profit organizations. The firm manages approximately $3.25 billion in client assets and offers a range of risk-based investment strategies, including a Global Macro ETF strategy and an equity covered-call overlay, with a focus on asset allocation and personalized financial planning.

James O'Donoghue is a financial advisor with BCG Securities, Inc. He holds the Series 66 designation and has 16 years of industry experience. He has worked at BCG Securities since 2015 and also with Horace Mann Companies since 2019. Outside of his advisory work, he occasionally drives for Lyft, providing rides to friends and commuters. BCG Securities serves institutional retirement plans and individual clients, typically those with accounts over $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes developing written investment policy statements and tailoring advice to client goals, often through non-discretionary management.

Jeffrey Peng is a CFA® charterholder based in Philadelphia, PA, with 18 years of industry experience. He has been with 1919 Investment Counsel, LLC since 2007. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to a diverse client base, including high-net-worth individuals and institutional clients. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and integration with its parent company, Stifel Financial Corp.

David Forrest is a financial advisor at Simplicity Wealth with nine years of industry experience. He holds the Series 66 credential and has worked with firms including Evergreen Retirement Solutions, Cambridge Investment Research Advisors, and Marciano Wealth Advisors. Forrest is also the founder and CEO of Doctor Protectors, LLC, a business providing life, disability, and long-term care insurance solutions primarily to physicians, dentists, and affluent individuals. Additionally, he serves as a board member for the Walnut Farms Homeowners Association. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm offers advisory services such as financial planning, portfolio management, and a managed account platform, utilizing a fund-of-funds approach with ETFs, mutual funds, and individual securities, supported by ongoing monitoring, rebalancing, and third-party manager due diligence.

David Mcgonigle is a financial advisor at Copeland Capital Management, LLC with 24 years of industry experience. He holds a Series 63 designation and has worked at Managers Distributors, Inc. and Rorer Asset Management, LLC since 2001 and 1999, respectively. Copeland Capital Management provides discretionary and non-discretionary portfolio management, model-delivery, and sub-advisory services to a range of clients including individuals, high-net-worth clients, pension plans, trusts, foundations, corporations, and institutional investors. The firm employs a conservative, dividend-growth oriented investment approach that incorporates fundamental, quantitative, macroeconomic, and technical analysis across various market-cap strategies and fixed-income/balanced allocations.

Kyle Webster is a CFP®-certified financial advisor with 13 years of industry experience. He has worked at Capital Analysts and Lincoln Investment since 2020 and previously held roles at Ascensus LLC and The Vanguard Group, Inc. in prior years. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment research team and uses proprietary screening processes to inform investment decisions.

Joseph Radico is a financial advisor at McAdam LLC with five years of industry experience. He holds a Series 65 designation and has worked at McAdam since 2020. Prior to his advisory role, Mr. Radico held positions at Comcast National Call Center, Springfield Country Club Golf Course, Temple University, and Springfield High School. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios across a multi-advisor platform and offers a tiered weekly financial-planning subscription alongside access to alternative and specialized investment strategies.

Martin Moyers is a CFP® professional with 26 years of experience in the financial services industry. He has worked at Roffman Miller Associates Inc since 2020 and previously held roles at PNC Wealth Management and Charles Schwab Bank. Based in Philadelphia, PA, Moyers holds the Series 63 and Series 65 licenses. Roffman Miller Associates serves individual and high-net-worth clients along with retirement plans, trusts, estates, charitable organizations, and corporations, generally focusing on accounts at or above $1,000,000. The firm employs a team-oriented investment approach with an active Investment Committee, emphasizing long-term objectives, diversification, and fundamental security selection.

Christopher Duke is a CFA® charterholder with 14 years of industry experience. He is currently with Choreo, LLC and previously worked at Mass Mutual and Miller Investment Management, LP. Choreo serves a diverse client base, including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence to manage portfolios through various vehicles, including separately managed accounts and private funds.

Kristen Haley is a financial advisor with BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 10 years. Haley operates a wealth management business based in Berwyn, Pennsylvania. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension plans, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory programs, employing a range of investment strategies tailored to client needs.

Thomas Miller is a CFA® charterholder with 11 years of industry experience. He is currently with Girard Advisory Services, LLC and has previously worked at Quasar Distributors, LLC, Union Square Capital Partners, LLC, and Nationwide Fund Distributors LLC. Outside of his advisory role, he is involved in soccer coaching through KAT Associates LLC. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, charitable organizations, pension plans, and business entities. The firm emphasizes asset allocation and diversification, employing a proprietary research process and an Investment Committee to manage portfolios using a range of securities and specialized strategies.

Jamie Stapf is a financial advisor with Ethos Financial Group, LLC and holds Series 66 and Series 63 credentials. He has 27 years of industry experience, including roles at Almanack Investment Partners and Wells Fargo Advisors. Outside of advising, he is the founder and COO of Praktikant, a software company based in Pennsylvania. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, providing investment management, financial planning, and consulting services. The firm employs a model portfolio approach focused on diversified, risk-conscious allocations and integrates third-party research and AI tools for operational support.