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.

Jerry Glasser is a Series 66-licensed advisor at Capital Analysts with seven years of industry experience. He has held positions at Edward Jones, Lincoln Investment, and several other firms. He is also the owner of Guardian Path Wealth Management LLC, a marketing business related to his advisory activities. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm utilizes both discretionary and non-discretionary portfolio management, supported by an in-house investment management and research team that operates proprietary model portfolios and a mutual fund screening process.

Matthew Dansker is a financial advisor with Capital Analysts, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Lincoln Investment since 2014. Capital Analysts serves a wide range of clients including individuals, high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs, supported by an in-house Investment Management & Research team that utilizes proprietary screening processes and provides multiple portfolio options.

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.

Leonard Rizzotti is a CFP® professional with 42 years of industry experience, currently serving at Capital Analysts. He has worked at Lincoln Investment Planning, Inc. since 2004. He is also a board member of the PSADA Foundation, a nonprofit organization that provides scholarships, where he offers investment recommendations for their mutual fund portfolio on a volunteer basis. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through a range of programs and emphasizes an in-house investment management team utilizing proprietary screening processes and various advisory options.

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.

Cody Diamore is a financial advisor at McAdam LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Madison Avenue Securities and Purshe Kaplan Sterling Investments prior to his current role. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses fundamental analysis to manage portfolios across mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial-planning model along with access to alternative and specialized investment strategies.

Thomas Monahan is a financial advisor at BCG Securities, Inc. with 42 years of industry experience. He holds the Series 63 and Series 65 designations and has been with BCG Securities since 2007. Outside of finance, he owns and manages Max's Cafe in Gloucester City, New Jersey, and serves as president of the Hearth Community Fund, a nonprofit supporting low-income communities, as well as president of the Gloucester City Business Association. BCG Securities serves institutional retirement plans and individual clients with portfolio management, financial planning, and pension consulting services. The firm emphasizes tailored investment policy statements and uses a range of third-party managers and analyses to support non-discretionary advisory strategies.

Lauren Doolan is a Certified Financial Planner® with 13 years of industry experience. She is currently a financial advisor at McAdam LLC, where she has worked since 2014, and previously held a role at Purshe Kaplan Sterling Investments. Doolan also operates Doolan Financial, an LLC she created for marketing and advertising purposes. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses fundamental analysis to construct portfolios with a range of investment vehicles and offers a tiered weekly financial-planning subscription alongside alternative and specialized strategies.

Chad Polin is a financial advisor with Kingswood Wealth Advisors, LLC in Fort Washington, PA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Truist Advisory Services and BB&T Securities. Outside of his advisory work, he serves as an assistant football coach for a high school freshman team and is involved in volunteer organization recordkeeping. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors as well as institutional clients, offering portfolio management, financial planning, and ERISA plan advisory services. The firm employs an open-architecture investment platform with both affiliated and unaffiliated managers and supports insurance-linked account management alongside consulting services.

Dustin Dowling is a financial advisor at Ethos Financial Group, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Almanack Investment Partners, Dominion Investor Services, Inc., and Peters Wealth Advisors, LLC. In addition to his advisory role, he is licensed as an insurance agent and sells various insurance products including life and long-term care insurance. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering both discretionary and non-discretionary investment management along with financial and estate planning. The firm utilizes index-based, diversified model portfolios supplemented by third-party research and AI tools for operational support.

Dylan Welsh is a financial advisor at Girard Advisory Services, LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at eMONEY ADVISOR, Univest Bank & Trust Co., and TD Bank. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation, diversification, and portfolio customization through a proprietary research process and an Investment Committee, offering a variety of strategies including traditional equities, fixed income, and alternative approaches such as tax-managed direct indexing and options overlays.

Andrew Stein is a financial advisor at Summit Financial, LLC with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Canon Capital Investment Advisory, Kemp Harvest Financial Group, and LPL Financial, LLC. Before his financial career, he worked in various roles including at Domino’s and Indian Valley Country Club. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches tailored to client needs.

William Karrash is a financial advisor with BLBB Advisors in Montgomeryville, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with BLBB Advisors since 2006 and previously worked at Burke, Lawton, Brewer & Burke from 2004 to 2019. Karrash is also a CPA and occasionally assists individuals with tax return preparation and filing. 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 across nine risk-based objectives and offers a variety of strategies, including a firm-supervised Global Macro ETF approach and an optional equity covered-call overlay for additional portfolio income.

Edward Munch is a financial advisor with Nations Financial Group, Inc. in Wayne, PA, holding a Series 66 designation and 10 years of industry experience. He worked at Wells Fargo Advisors from 2015 to 2019 before joining Nations Financial Group in 2019. Outside of his advisory role, he is also an employee at McClockey Financial Group, where he engages in research, client reporting, order entry, and technology support. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a range of proprietary model portfolios and offers tailored investment strategies combining discretionary and non-discretionary management options.

Michael Carberry is a financial advisor with Integrity Advisory Solutions, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. His prior roles include positions at LPL Financial, Gladstone Wealth Partners, and Oppenheimer. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, sub-advisory programs, and client referral services, utilizing a range of asset-allocation strategies and third-party platforms.

Mark Frombach is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He has been with Roffman Miller Associates Inc. since 2006. Roffman Miller Associates provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a committee-based investment approach focused on long-term objectives, diversification, and fundamental research, managing approximately $2.9 billion across about 1,560 client relationships.