Jennifer Telesca is a financial advisor at XML Financial Group with 25 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Wells Fargo Advisors Financial Network, John Hancock Advisers, and MFC Global Investment Management. XML Financial Group provides investment management, financial planning, retirement plan consulting, and wrap fee programs to a diverse retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates a multi-advisor team model and uses a blend of fundamental and technical analysis, incorporating third-party managers and an internal Investment Committee to tailor portfolios to client needs.

Brian Ruht is a financial advisor at Santander Securities LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Santander Securities and Santander Bank since 2017, as well as at Citizens Securities, Inc. from 2016 to 2017. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning, primarily serving retail investors through multiple managed account strategies implemented by third-party managers.

Clifford Haugen is a CFA® charterholder and holds a Series 66 license, with 25 years of industry experience. He has been with BLBB Advisors since 2008 and previously worked at Burke, Lawton, Brewer & Burke, LLC. Outside of his advisory role, he serves as a general partner in Haugen Agro, LLLP and is involved as a trustee and finance committee member for Silver Springs/Martin Luther School in Plymouth Meeting, PA. BLBB Advisors manages approximately $3.25 billion in client assets, providing investment management and financial planning to individuals, trusts, corporations, business owners, pension plans, and non-profit organizations. The firm emphasizes asset allocation and offers multiple risk-based investment objectives using a range of investment vehicles, including a firm-supervised Global Macro ETF strategy and an optional equity covered-call overlay.

James Leasure is a CFA® charterholder with six years of experience at Kathmere Capital Management, LLC. Prior to joining Kathmere, he held positions at CBRE, the Penn Museum, and Leslie's, Inc. Kathmere Capital Management, LLC 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 using ETFs and mutual funds, supplemented by individual securities and private fund allocations.

Erik Kalfus is a financial advisor at Main Street Financial Solutions, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial LLC and Hobbs Group Advisors, LLC. Prior to his advisory career, he spent time in full-time education and was associated with Good Life Cafe. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm uses an academic-based, multi-asset class investment approach, combining passive and active strategies while providing fiduciary consulting, wealth management, and retirement plan services.

Ryan Crooks is a financial advisor at Roffman Miller Associates Inc with 17 years of industry experience. He has been with Roffman Miller since 2007 and holds the Series 63 and Series 65 designations. 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, using a committee-based process focused on long-term objectives, diversification, and fundamental research.

Christopher Reazor is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Santander Securities and Santander Bank since 2018 and previously held roles at The Prudential Insurance Company of America and Pruco Securities LLC. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party model managers and centralized implementation.

Eleanor Cicchitti is a financial advisor with Ausdal Financial Partners, Inc. in Strafford, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ausdal since 2009 and has also worked as a self-employed advisor and with various insurance carriers since the late 1990s. Cicchitti is involved in outside insurance sales, including long-term care and equity indexed annuities, on a commission basis. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base, including individuals, trusts, corporations, pension plans, and charitable organizations.

Alan Mandeloff is a CFP® professional based in Philadelphia, PA, with 31 years of industry experience. He currently works at United Capital Financial Advisors and has held prior roles at Apexium Financial LP and Citrin Cooperman & Co., where he also serves as a consultant providing tax and consulting services. United Capital Financial Advisors offers national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm supports customized investment approaches and operates an affiliate network that includes legal and trust services, as well as technology and sub-advisory platforms.

Michael Cianci is a CFP® professional with 21 years of industry experience, currently serving with StoneX Advisors Inc. since 2018. He has prior experience with Stonex Securities Inc. and most recently with IM Wealth Partners. Outside of financial advising, Cianci serves as an online adjunct professor and works as a basketball official. StoneX Advisors Inc. provides portfolio management, financial planning, plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm offers a range of investment solutions through independent advisors, a private client group, and third-party managers, supported by integrated platforms and affiliated clearing and custody operations.

Damien Hanly is a financial advisor with Beacon Global Advisor Network, LLC, holding a Series 65 designation and 10 years of industry experience. He previously worked at Brite Advisors USA, Inc. and DeVere USA INC. Beacon Global Advisor Network, LLC serves individual clients across a network of about 60 independent advisors, offering discretionary portfolio management, modular financial planning, and retirement consulting. The firm specializes in tailored investment strategies using mutual funds, ETFs, equities, and fixed income, with a distinct focus on U.K. expatriates and excludes corporate or charitable organization clients.

Dante Wright is a Series 65-licensed financial advisor at McAdam LLC with three years of industry experience. He has been affiliated with McAdam LLC and its associated brands Cornerstone Capital Planning and RetireUS since 2021 and previously worked at Roche Financial. His background also includes roles in academia and hospitality. McAdam LLC serves a diverse client base including individuals, trusts, estates, and institutions, offering financial planning, investment management, and retirement plan consulting. The firm employs a range of investment strategies, from traditional securities to specialized exposures, and provides innovative products such as a tiered weekly subscription planning service and estate-document creation.

Thomas Damasco is a CFA® charterholder with 15 years of industry experience. He has worked at LaSalle St. Investment Advisors, LLC since 2022 and previously held roles at TD Private Client Wealth LLC, TD Bank, N.A., and TD Ameritrade. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary portfolio management programs, with a notable focus on non-discretionary assets.

William Fitzpatrick is a CFA® charterholder with six years of industry experience. He has been with Logan Capital Management, Inc. since 2019 and previously worked at Manulife from 2011 to 2019. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for a range of individual and institutional clients. The firm employs a combination of top-down macroeconomic analysis, proprietary quantitative screening, fundamental research, and technical analysis across various equity and fixed-income strategies.

Joseph Fishman Jr. is a Series 65-licensed financial advisor with 11 years of industry experience. He is currently associated with Creativeone Wealth, LLC and has previously worked at firms including Changepath, LLC, Benefit Wealth Partners, and Retirement Wealth Advisors. Outside of his advisory roles, he is the owner and agent of Freedom Financial Associates, where he is involved in insurance sales. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to a diverse client base including individuals, corporations, and charitable organizations. The firm employs a range of investment strategies, including proprietary ETF-based core models and boutique equity managers, supported by a platform that facilitates tailored suitability assessments and regular portfolio rebalancing.

Benjamin Janssen is a CFP® professional with two years of industry experience. He currently works at Wescott Financial Advisory Group LLC and has previously held roles at BNY Mellon Wealth Management, Southern New Hampshire, Universal Health Services, Inc., and PDA. 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 that combines passive and active strategies with a tax-sensitive, disciplined process and individualized Investment Policy Statements.

Clare Diamond is a CFP® with 13 years of industry experience and is currently with Kathmere Capital Management, LLC, where she has worked since 2019. Her prior roles include positions at Private Advisor Group, LLC, LPL Financial, and Janney Montgomery Scott, LLC. She holds Series 63 and Series 66 licenses and engages in fixed insurance activities related to client needs. Kathmere Capital Management, LLC offers investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional sponsors. The firm utilizes a top-down, model-portfolio approach with an Investment Department and Committee overseeing asset allocation, employing primarily ETFs and no-load mutual funds alongside individual securities and private fund allocations.

Jason Birdwell is a financial advisor with Main Street Financial Solutions, LLC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. His prior roles include positions at SagePoint Financial, Hd Vest Advisory Services, and OSAIC. Main Street Financial Solutions serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach with a focus on mutual funds and low-cost ETFs, while also utilizing independent managers and alternative investment platforms.

Christopher Hines is a CFA® charterholder with 9 years of industry experience. He has been with HBKS Wealth Advisors since 2017 and previously worked at Locust Capital Management from 2016 to 2017. Hines holds a Series 63 license and is based in Conshohocken, PA. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and a specialized high-net-worth service called Level 3. The firm employs a broad range of strategies across multiple platforms and provides educational materials, affiliated business services, and sub-advisory support to third-party advisers.

Aziza El Harre Bey is a financial advisor at Capital Analysts with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Lincoln Investment, Santander Securities, Santander Bank, and Fidelity Brokerage Services. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management, blending in-house investment research with access to third-party managers, and offers various advisory services through a network of several hundred advisors.