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.

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.

Thomas Crossett is a financial advisor at Pine Valley Investments with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Univest Bank and Trust Co. for 21 years. Outside of his advisory role, he coaches soccer at Council Rock High School North. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm uses fundamental, technical, and quantitative analysis to construct client portfolios and manages both directly held accounts and pooled investment vehicles, including affiliated private funds.

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.

Joseph Juengerkes is a financial advisor at Pine Valley Investments with a Series 65 designation and one year of industry experience. Prior to joining Pine Valley, he worked at Premier Lacrosse League and engaged with youth athletics through the Building Blocks Lacrosse Club. He also has experience in educational roles at Rutgers University and Princeton University. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individual and high-net-worth clients, pension plans, charitable organizations, and corporations. The firm utilizes a range of analytical methods and trading strategies, manages both pooled investment vehicles and affiliated private funds, and also serves as a sub-advisor and accepts referred clients through Tri-Party Agreements.

Emily Mc Guire is a financial advisor at Capital Analysts with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Lincoln Investment, Northwestern Mutual, and The Vanguard Group. Mc Guire’s earlier roles include positions outside the financial sector during her time with Dairy Cottage and Azie Media. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Steven Jolley is a financial advisor with The Ascent Group, LLC, holding a Series 66 credential and 14 years of industry experience. He has worked at The Ascent Group since 2019 and is also employed by OSAIC and Triad Advisors. Outside of finance, Jolley serves as a radio color analyst for Red Bull New York and acts as a matchday evaluator for Major League Soccer, along with coaching youth soccer locally. The Ascent Group is a registered investment adviser managing approximately $4.93 billion, offering a range of services including investment management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, and corporate clients. The firm utilizes mutual funds, ETFs, individual securities, and model portfolios, delivering services through a network of advisor representatives and third-party managers.

Grant Boyle is a CFP® and Series 65-registered advisor with six years of industry experience. He has been with Kathmere Capital Management, LLC since 2018, following earlier roles at Northwestern Mutual and USLI. Boyle also worked at Germantown Cricket Club and Saint Joseph’s University prior to his financial services career. Kathmere Capital Management provides investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional sponsors such as pension plans, endowments, and foundations. The firm employs a top-down, model-portfolio approach primarily utilizing ETFs and no-load mutual funds, while offering discretionary and non-discretionary account management.

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.

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.

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.

William St.Clair is a financial advisor at Prosperity - An EisnerAmper Company with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Commonwealth Financial Network and CPA Financial Group, LLC. Outside of advising, he serves as chairman of the board for Friends of Father Judge High School, a nonprofit organization. Prosperity advises individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $5 billion in assets across a team of 63 advisors, emphasizing asset allocation and diversification through both discretionary and non-discretionary strategies.

Charles Boinske is a CFA® charterholder with 33 years of industry experience. He has worked at Modera Wealth Management, LLC since 2021 and previously spent 11 years at Independence Advisors, LLC. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors with wealth management, portfolio management, retirement plan consulting, and financial planning. The firm combines a diversified asset allocation approach based on Modern Portfolio Theory with in-house accounting and tax services, business coaching, and other ancillary offerings.

Lawrence Hubert Jr. is a financial advisor at Trustmont Advisory Group, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory role, Hubert serves as president of a swimming pool service company and holds leadership positions in local nonprofit and fraternal organizations. Trustmont Advisory Group serves individual and institutional clients, including pension plans, trusts, and charitable organizations, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach based on public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Michael Capriotti is a financial advisor with Great Valley Advisor Group, LLC in Philadelphia, holding a Series 65 credential and seven years of industry experience. He has worked at Todd & Todd LLP since 2009, accumulating 17 years in tax accounting as a CPA. Capriotti also operates Cappy's Financial Planning LLC, providing investment planning and wealth management services. Great Valley Advisor Group is a multi-team SEC-registered 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 and third-party managers across various platforms.

Christopher Baumann is a financial advisor with BCG Securities, Inc. in Cherry Hill, NJ, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Royal Alliance, Horace Mann Companies, Tesla, and SolarCity. Outside of advisory activities, he works as a property and casualty insurance agent. 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 written investment policy statements and tailors recommendations to client goals, often implementing advice on a non-discretionary basis while using independent third-party managers and applied analysis across various strategies.

Kenneth Christian is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Maplewood Financial Group LLC for 11 years and is an owner and agent at Maplewood Financial Group, where he focuses on low-cost portfolio construction, 401(k) rollovers, life insurance, and retirement planning. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation process and a variety of investment strategies, including alternative investments, to manage portfolios on a discretionary basis.

Eric Hough is a financial advisor at Great Valley Advisor Group, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Credit Suisse Securities (USA) LLC for 15 years and Scire Capital Partners, LLC for 7 years. Great Valley Advisor Group is a multi-team SEC-registered 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 through a network of approximately 190 advisors, employing a mix of in-house strategies and third-party managers across various platforms.