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.

Joseph England is a financial advisor with Prosperity - An EisnerAmper Company, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Commonwealth Financial Network, CPA Investment Advisors Inc, and EisnerAmper Wealth Management & Corporate Benefits, LLC. He serves as a board member at Gwynedd Mercy University. Prosperity - An EisnerAmper Company advises individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, managing approximately $5 billion in client assets across a team of about 63 advisors.

Joseph Cafiso is a ChFC® credentialed financial advisor with 37 years of industry experience. He has been with The O.N. Equity Sales Company since 2003. Outside of his advisory role, he is involved as a co-captain of Jewel Charters LLC, offering inshore and offshore fishing trips. He works with ON Investment Management Company, a registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm utilizes a mix of discretionary and non-discretionary management and operates under a dual-registered broker-dealer model.

Susan Green is a CFP® professional with 10 years of industry experience, currently serving at Wescott Financial Advisory Group LLC since 2013. She is based in Cinnaminson, NJ. 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 combining passive and active strategies within a tax-sensitive, disciplined process, supported by an in-house research team and individualized Investment Policy Statements.

Cole Hofmann is a financial advisor at Roffman Miller Associates Inc in Philadelphia, PA. He holds a Series 65 designation and has been with Roffman Miller since 2022. Prior to joining the firm, he worked in academic roles at the University of Iowa and Monmouth University. Roffman Miller provides discretionary portfolio management and financial planning 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, utilizing a committee-based process to tailor asset allocation with an emphasis on long-term objectives, diversification, and fundamental research.

Joseph Myers is a financial advisor with Calton & Associates, Inc. in Mount Laurel, NJ, holding a Series 63 registration and 44 years of industry experience. He has worked at Calton & Associates since 2016 and owns Myers & Company, a financial advisory business. Myers serves as a board member of Exit Planning Exchange Philadelphia and is a committee member of the Union League of Philadelphia. He is also on the advisory council of the Mount America Foundation, which supports veterans and military families. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both commissionable brokerage and insurance products alongside advisory services, with investment recommendations tailored to client goals, risk tolerance, and liquidity needs.

Thomas Griffiths is a financial advisor at Great Valley Advisor Group, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Associated Securities Corp., Strategic Wealth Advisors Group, FSC Securities Corporation, and Wells Fargo Clearing. Griffiths has involvement in Griffiths Financial Services and T & Z Financial, LLC for tax purposes. 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, emphasizing individualized portfolio construction and oversight through a combination of in-house and third-party strategies.

James Gonnason is a financial advisor at Ethos Financial Group, LLC with 13 years of industry experience. He holds the ChFC® and Series 63 designations and has worked previously at Arc Capital Management, Almanack Investment Partners, Auerbach Investment Services, Penn Mutual Life Insurance Company, and Hornor, Townsend & Kent. Outside of his advisory role, he is also active as a life insurance brokerage agent. Ethos Financial Group serves individuals, high-net-worth clients, trusts, estates, municipal entities, and charitable organizations, offering discretionary and non-discretionary investment management alongside financial and estate planning, insurance recommendations, and consulting. The firm delivers investment recommendations primarily through model portfolios and a Core Allocation strategy, combining index-based exposures into diversified, risk-conscious portfolios implemented via various investment vehicles.

Shane Sweigart is a CFP® professional with 18 years of industry experience, currently serving at McAdam LLC. He has held advisory roles at Madison Avenue Securities and Purshe Kaplan Sterling Investments, among others. Outside of his advisory duties, he is a partner and 50% owner of SK & Associates, LLC, a holding company for real estate properties. McAdam LLC advises 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, utilizing discretionary portfolio management with a diverse range of investment vehicles and incorporating specialized exposures such as private investment funds and cryptocurrency.

Joseph Gallagher is a CFA® charterholder with nine years of industry experience. He has been with Sage Financial Group Inc. since 2017 and previously worked at J.P. Morgan in various capacities from 2010 to 2017. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors by providing discretionary and non-discretionary investment management and financial planning. The firm’s investment approach is based on fundamental analysis and a long-term purchase orientation, implementing client strategies through mutual funds, ETFs, exchange-traded notes, and independent managers where suitable.

Donald Antonacio is a financial advisor at BCG Securities, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BCG Securities since 2003. BCG Securities serves institutional retirement plans and individual clients, providing portfolio management, financial planning, pension consulting, and wealth management services. The firm focuses on developing or reviewing written investment policy statements and often implements advice on a non-discretionary basis, using third-party managers and various analytical approaches across multiple strategies.

Scott Michalek is a CFP® with 27 years of experience in the financial industry. He has been with Wescott Financial Advisory Group LLC since 1994. 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 plans, and corporations. The firm employs an open-architecture, multi-manager investment approach that combines passive and active strategies through a tax-sensitive, disciplined process.

Kevin Crowley is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. He has previously worked at DFPG Investments, LLC, Penn Mutual Life Insurance Company, and Hornor, Townsend & Kent, Inc. Outside of his advisory role, Crowley is involved in operating March FWD LLC, a securities business, and also writes traditional insurance through Fixed Insurance. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base including individuals, corporations, pension plans, and small business owners. The firm employs a tactical diversification investment approach using a mix of internal models and third-party solutions across multiple platforms and offers a broad range of portfolio management and consulting services.

Ronald Taraborrelli is a CFP® with 29 years of experience in the financial services industry. He is currently with Stratos Wealth Advisors LLC, joining the firm in 2024 after roles at The Vanguard Group and Fidelity Investments. Outside of advisory work, he serves as Director of Finance for Filitalia International, an organization focused on preserving Italian-American heritage. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives. The firm offers customized financial planning and portfolio management using a combination of in-house strategies and third-party managers.

Robin Lane is a CFA® charterholder with 24 years of industry experience. He is currently a principal and marketing manager at Copeland Capital Management, LLC, where he has worked since 2014. His prior roles include positions at Vigilant Distributors, LLC and BNY Mellon Advisors, Inc. Copeland Capital Management is an SEC-registered investment adviser managing discretionary portfolios for a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a conservative dividend-growth investment philosophy using fundamental, quantitative, macro, and technical analysis across various market-cap strategies and manages over $4 billion in discretionary assets.

Thomas Riley is a financial advisor at Legacy Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Legacy Advisors since 2013. Riley also retains a life insurance agent role related to renewal commissions from prior self-employment. Legacy Advisors, LLC manages approximately $4.18 billion in client assets and serves pension and corporate retirement plans, charitable organizations, and both high-net-worth and non-high-net-worth individual investors. The firm provides portfolio management, financial planning, and retirement plan consulting, combining fund, fundamental, and technical analysis with ongoing manager monitoring and offers both discretionary and non-discretionary management services.

Muhammad Sheikh is a financial advisor with Santander Securities LLC in Conshohocken, PA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at JP Morgan Chase and Santander Bank, NA. He is also a licensed notary. Santander Securities LLC serves a broad retail client base, offering investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm provides investment management mainly via the FMAX wrap-fee platform in partnership with Fidelity Institutional Wealth Adviser and Envestnet Asset Management.

Robert Hofmann is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Roffman Miller Associates Inc since 2004. He holds Series 63 and Series 65 licenses and is based in Philadelphia, PA. Roffman Miller Associates provides discretionary portfolio management and financial planning 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, employing a committee-based investment process focused on long-term objectives, diversification, and fundamental research.