William Werner is a CFP® professional with 16 years of experience in financial advising. He currently works at Mission Wealth Management, LP and previously held positions at The Vanguard Group, Facet Wealth, and multiple other firms. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing wealth management, financial planning, investment management, and related consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, offering tailored portfolios and a mix of individual and institutional solutions.

John Stanojev is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked at Kingswood Wealth Advisors since 2025 and previously spent 15 years with Cadaret, Grant & Co., Inc. Outside of his advisory work, he serves on the development committee of the Pearl S. Buck Foundation, is an adjunct professor at the Community College of Philadelphia, and participates in several community activities including fundraising for the Mercer Museum and organizing local fishing derbies. Kingswood Wealth Advisors serves a diverse client base including retail and institutional investors and provides services such as portfolio management, financial planning, and ERISA plan advisory. The firm employs an open-architecture investment platform, frequently using third-party managers, and integrates insurance-linked account management within its operational model.

Nicholas Filano is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently associated with McAdam LLC and previously worked at Purshe Kaplan Sterling Investments and Madison Avenue Securities. 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, employing a discretionary investment approach that combines mutual funds, ETFs, individual securities, and specialized exposures tailored to client objectives.

L Faulkner is a financial advisor at Girard Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Girard Advisory Services since 2015 and at Girard Investment Services (formerly Univest Investments, Inc.) since 2012. Faulkner also served with the Borough of Perkasie for seven years. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, and business entities. The firm employs a proprietary research process and an Investment Committee to tailor diversified portfolios, offering both discretionary and non-discretionary management with specialized strategies and ongoing client oversight.

William Casey III is a financial advisor at HBKS Wealth Advisors with 17 years of industry experience. He holds a Series 65 credential and has worked at HBKS since 2006. Prior to that, he spent 11 years at Locust Capital Management LLC. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm employs a range of strategies across multiple platforms and provides specialized high-net-worth services alongside educational resources and affiliated business services.

Brian Lynch is a CFP® and ChFC® with 19 years of industry experience. He is a Senior Vice President at Kathmere Capital Management, LLC and has previously worked with Purshe Kaplan Sterling Investments, Private Advisor Group, and LPL Financial. Lynch also provides fixed insurance advice as a sole proprietor. Kathmere Capital Management, LLC offers investment management, financial planning, family office services, and retirement plan consulting to both individual clients, including high-net-worth individuals, and institutional sponsors. The firm employs a top-down, model-portfolio approach focused on ETFs and no-load mutual funds while accommodating tailored allocations, with oversight by an Investment Department and Committee.

James Mc Carthy is a Series 65 licensed financial advisor with five years of industry experience. He has worked at McAdam LLC since 2020 and previously operated McCarthy's Services from 2015 to 2020. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting, employing fundamental analysis to allocate assets among mutual funds, ETFs, independent managers, and individual securities tailored to client objectives.

Robert Savino is a financial advisor at Apollon Wealth Management, LLC with 39 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior firms include Purshe Kaplan Sterling Investments, Frontier Solutions, Prism Advisory Group, and Northwestern Mutual. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, retirement plans, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios, offering a range of investment options including ESG models and direct indexing, while providing portfolio management, sub-advisory, and consulting services.

Jared Uribe Sullivan is a CFP® with 11 years of industry experience, currently serving as an advisor at Legacy Advisors, LLC since 2018. Prior to that, he worked at Greenspring Associates and Threshold Group LLC. Legacy Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm offers modular financial planning and portfolio management tailored to client objectives and risk tolerance, utilizing a combination of mutual funds, ETFs, independent managers, and private funds.

Daniel Shaifer is a CFP® affiliated with BLBB Advisors and has three years of combined experience in real estate and financial advisory roles. His prior work includes positions at ReMax Realty and Keller Williams Philadelphia. 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 across nine risk-based investment objectives and offers strategies including a Global Macro ETF approach and an equity covered-call overlay.

Stephen Walker is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Kingswood Wealth Advisors, Aegis Capital Corp, and RBC Capital Markets. Outside of advising, he is an author of two finance books on alternative investments and engages in research consulting and public speaking through his company Stratosphere, LLC. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Gary Droz is a financial advisor at CW Advisors, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MainLine Securities LLC and MainLine Private Wealth, LLC. In addition to his advisory role, he is a licensed insurance producer involved in insurance sales. CW Advisors, LLC is a multi-team advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a Core-and-Satellite investment approach using active, passive, quantitative, and ESG strategies, and offers wealth management, financial planning, and family office services.

Alexander Fernberger is a financial advisor at William Blair with 15 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James and Associates for eight years before joining William Blair in 2024. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides proprietary models, access to private funds, and co-investment opportunities.

Stuart Ettingoff is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He operates Ettingoff Wealth Management, LLC as an additional business activity. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Scott Hynson is a financial advisor with Commonwealth Financial Network in Doylestown, PA, holding a Series 66 designation and 24 years of industry experience. He worked at Axa Advisors, LLC from 2001 to 2020 before joining Commonwealth in 2020. Hynson is a part-owner and member of True North Financial Planning, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, investment management, and compliance support. The firm offers customizable investment solutions and operates as a platform provider supporting affiliated advisors under Commonwealth’s supervision.

Mark Weller is a CFP® professional with 16 years of industry experience, currently affiliated with Eagle Strategies (NY Life). He has worked with NYLIFE Securities LLC and New York Life Insurance Co since 2009 and operates Karalius & Associates Insurance and Financial Services, LLC, where he brokers non-registered insurance products. Outside of his advisory work, Weller serves as Vice President of a local BNI networking group and is a board member of the Royersford Parks and Recreation Commission. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Robin Fine is a ChFC® credentialed financial advisor with 40 years of industry experience, affiliated with Hornor, Townsend & Kent, LLC since 1989. He also has a long-standing relationship with Penn Mutual Life Insurance Company beginning in 1987. In addition to his advisory role, Fine serves on the Board of Trustees and the Investment Committee of Reform Congregation Keneseth Israel. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, managing a multi-billion dollar portfolio through a combination of in-house oversight and third-party asset manager relationships.

Guglielmo Tullio is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 designations and eight years of industry experience. His prior roles include positions at Clarfeld, Citizens Securities, Inc., and Wells Fargo Clearing. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm provides tailored portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund, utilizing a vertically integrated approach with affiliated funds.

Patrick Mullen is a financial advisor at Citizens Securities, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Cetera Investment Services, First National Bank of Pennsylvania, PNC Investments, Key Investment Services, and Santander Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs as well as brokerage and insurance services, including a digital advisory program that utilizes proprietary algorithms to recommend ETF-based portfolios.

Charles Mcglynn is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and over 25 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012 and previously worked at Merrill from 2010 to 2012. Mcglynn operates his advisory services through New Vintage Capital, LLC, a business he established in Philadelphia. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based model and offers proprietary and third-party managed account solutions supported by technology platforms and a range of investment strategies.