John Porrecca is a financial advisor at StoneX Advisors Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at MetLife Securities, Inc. from 2004 to 2017 before joining StoneX Advisors in 2017. Outside of his advisory role, he serves as secretary and board member for Aidan's Heart Foundation, assisting with quarterly meetings and an annual charitable event. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA consulting through a combination of independent advisors and an in-house Private Client Group. The firm utilizes various investment platforms and managers to implement strategies tailored to client needs while supporting multiple account structures and model-based solutions.

Maureen Kozak is a Certified Financial Planner® with 34 years of experience in the financial services industry. She has worked at Nations Financial Group, Inc. since 2009 and previously spent 11 years with Wells Fargo Advisors. Outside of her advisory role, she owns and manages McCloskey Financial Group LLC, which provides investment and advisory services. Nations Financial Group, Inc. serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers a range of portfolio management and consulting services, with investment approaches that incorporate fundamental, technical, quantitative, and tactical strategies across various asset classes.

John Steigerwald is a CFP® certificant with 22 years of industry experience. He has been affiliated with Legacy Advisors, LLC and M HOLDINGS SECURITIES, Inc. since 2012. Outside of his advisory role, he serves as the treasurer for Saint Anthony Youth, a nonprofit organization. Legacy Advisors serves individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors with modular financial planning and portfolio management. The firm customizes advice using fundamental and technical analysis and a diverse mix of investment vehicles while providing ongoing monitoring, rebalancing, and comprehensive planning services.

Michael McAdam is a financial advisor with McAdam LLC in Radnor, PA, holding a Series 66 designation and 25 years of industry experience. He has worked at Madison Avenue Securities, Purshe Kaplan Sterling Investments, and currently at McAdam LLC since 2014. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, managing client portfolios with a diversified approach that includes mutual funds, ETFs, individual securities, and alternative investments.

Kerry Cahill is a financial advisor at Beacon Capital Management, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Spc and Midland National Life Insurance Company. Cahill also manages a rental property in Florida outside of his advisory work. Beacon Capital Management provides third-party model portfolio management and discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm utilizes mechanical, data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.

Mark Fried is a financial advisor at Merit Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at TFG Wealth Management and as a sole proprietor. Outside of advising, he writes and publishes books and creates online educational content through his digital production company. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a long-term, diversified investment approach with customizable model portfolios and offers specialized services such as fiduciary and ESOP trustee work.

Jeffrey Donohue is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with Great Valley Advisor Group since 2014 and LPL Financial since 2011. He also sells health, life, disability, and fixed annuities as a sole proprietor. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and ongoing oversight, utilizing both in-house strategies and third-party managers across various platforms.

Thomas Foglia III is a financial advisor at JFS Wealth Advisors, LLC with 26 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Prior to joining JFS Wealth Advisors in 2021, he spent 14 years at Integer Wealth Advisors Group, LLC, and 15 years with TAF Associates, LLC/IWA Group, LLC. JFS Wealth Advisors is a multi-team registered investment adviser that provides wealth management, investment advisory, and financial planning services to individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal governments. The firm uses a client-specific Financial Goal Plan supported by an internal Investment Committee and employs Modern Portfolio Theory to guide portfolio allocations.

Andrew Damico is a CFA® charterholder with 13 years of industry experience. He is currently with Roffman Miller Associates Inc, where he has worked since 2022. His prior roles include positions at Wells Fargo Clearing Services and Hartford Funds Distributors. Roffman Miller Associates provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.9 billion across about 1,560 client relationships, using a committee-based investment process focused on long-term objectives, diversification, and fundamental research.

Francisco Agrest is a financial advisor at Elm Wealth based in Philadelphia, PA. He holds a Series 65 designation and has been working in the industry since 2022. Prior to joining Elm Wealth in 2025, he held roles at Perchwell, AvantStay, and WeWork, as well as studying at Columbia University. Elm Wealth manages approximately $3.02 billion in discretionary assets, serving a diverse client base including individual and high-net-worth investors, pooled investment vehicles, and an exchange-traded fund. The firm employs a rules-based, dynamic asset allocation strategy across multiple investment vehicles, combining ETF advisory, fund management, and customized managed accounts.

David Gradzki is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He has been with Roffman Miller Associates Inc since 2021. Outside of financial advising, he has managed an LLC related to a family rental property. Roffman Miller Associates serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and corporations, typically working with accounts at or above $1 million. The firm emphasizes a team-based investment approach, focusing on long-term objectives, diversification, and fundamental security selection, with portfolios primarily constructed from individual stocks and bonds.

Anthony Feudo is a financial advisor at Bryn Mawr Trust Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Bryn Mawr Capital Management, Veritable, LP, The Vanguard Group, Morgan Stanley, Thomas Jefferson University Hospital, and La Salle University. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation that provides discretionary investment management and financial planning to individuals, trusts, foundations, corporations, and institutional clients. The firm offers customized investment policy statements implemented through a proprietary multi-asset approach combining active and passive managers, ETFs, and selected independent managers.

Steven Jolley is a financial advisor with Alera Investment Advisors, LLC, holding a Series 66 designation and 15 years of industry experience. His background includes roles at Merrill, Triad Advisors, and Walsh & Nicholson Financial Group. Outside of finance, he serves as a radio color analyst for Red Bull New York and as a matchday evaluator for Major League Soccer, in addition to coaching youth soccer locally. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis driven investment approach and integrates its services with insurance and pension-consulting platforms.

Erik Lindholm is a financial advisor with Independence Square Holdings, LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including roles at Ameriprise Financial Services and LPL Financial. Lindholm provides investment advisory services through Independence Square Holdings, an independent firm he has been with since 2019. Independence Square Holdings serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, and ERISA advisory services. The firm combines customized and model portfolios with third-party solutions and emphasizes digital platforms and alternative investment options.

Marc Rosenblum is a financial advisor at Silver Oak Securities, Inc. with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes ten years at Lincoln Financial Securities Corp and six years at Transamerica Financial Advisors. Additionally, Rosenblum serves as president of American Cornerstone Group, an insurance-related business. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and business entities through a network of over 100 financial professionals. The firm manages approximately $2.4 billion in discretionary assets, offering various advisory programs that emphasize customized, primarily discretionary investment management aligned with client objectives and risk tolerances.

George Lex is a financial advisor with Quartz Partners Investment Management and holds the ChFC® designation and Series 63 license. He has 30 years of industry experience and has worked at firms including Etico Partners, LLC, Etico Wealth Management LLC, Dinosaur Securities, and McGinn, Smith & Co., Inc. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm’s investment approach combines top-down macro analysis with bottom-up stock selection across distinct model series, monitored and rebalanced by an investment committee.

Alina Semykina is a financial advisor at MyCIO Wealth Partners, LLC, holding a Series 65 registration with one year of industry experience. Her background includes various roles at MyCIO Wealth Partners, Valley Forge Financial Group, Drexel University, Chubb, and KBRA. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals and institutional clients. The firm emphasizes non-discretionary portfolio management and offers access to a range of investment vehicles including alternative investments and private pooled funds.

Morris Licciardello Jr. is a financial advisor at Main Street Financial Solutions, LLC with 26 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Purshe Kaplan Sterling Investments and H. Beck, Inc. Licciardello also operates a certified tax preparation service. Main Street Financial Solutions serves a diverse range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs an academic-based, multi-asset class investment approach focused on mutual funds and low-cost ETFs, while also offering access to actively managed funds, individual securities, and alternative investment platforms.

Gregory Horn is a financial advisor at Summit Financial, LLC with 27 years of industry experience. He has held positions at Persimmon Capital Management, LP, Alphahedge Capital Partners, LLC, and Dakota Wealth, LLC. Mr. Horn is in the process of transitioning his book of business from Dakota Wealth to Persimmon Capital Management. Summit Financial, LLC is a multi-team advisory firm with over 200 advisors and nearly $26.4 billion in assets under management. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultant approaches tailored to client needs.

Alexander Kunicki is a financial advisor at MyCIO Wealth Partners, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Chubb and HFM Investment Advisors, LLC, as well as teaching positions at Rowan University and Montclair State University. Outside of finance, he has experience working at Lascala's Fire over the past five years. 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 emphasizes non-discretionary portfolio management and offers a range of investment vehicles including mutual funds, ETFs, private investment funds, and alternative investments such as hedge funds and private equity.