Jennifer Kirby is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Trinity Investment Advisors, LLC since 2012 and joined Alera Investment Advisors in 2025. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans. The firm employs a primarily long-term, fundamental-analysis-driven investment approach and integrates insurance and pension consulting platforms in its service offerings.

Michael Paregian is a CFP® with 24 years of industry experience, currently serving at Bryn Mawr Trust Advisors, LLC since 2023. His prior roles include positions at Bryn Mawr Trust, Lau Associates LLC, and The Vanguard Group Inc. in Wilmington, DE. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management to a range of clients including individuals, trusts, retirement plans, and foundations. The firm offers customized investment strategies using independent managers, mutual funds, ETFs, and private fund platforms, and maintains co-advisory relationships with WSFS Bank and other institutions.

Ryan Davis is a ChFC® with 17 years of experience in the financial services industry. He is currently with Great Valley Advisor Group, LLC and has prior experience at LPL Financial LLC, Hornor Townsend And Kent, Inc., and Penn Mutual Life Insurance Company. Great Valley Advisor Group is a multi-team investment adviser that serves individuals, retirement plans, trusts, and other entities. The firm supports a large network of advisors and offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting using a mix of in-house strategies and third-party platforms.

Eric Janvier is a financial advisor with Good Life Advisors, LLC, based in Middletown, DE, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Good Life Advisors and LPL Financial since 2015. Outside of his advisory role, he is involved with Janvier Estate Management LLC, a real estate rental business. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a team approach with independent research and multiple analysis methods to tailor asset allocation and offers a range of programmatic solutions, educational seminars, and ongoing planning services.

Achilleas Vargiamis is a financial advisor at Impact Partnership Wealth, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at TD Bank and its affiliated entities. Vargiamis is also involved as an independent life insurance agent through The Impact Partnership, LLC. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management while utilizing a combination of third-party strategists, adviser-managed models, and direct indexing in its investment approach.

Lamont Parker is a financial advisor with Lifemark Securities Corp. in Newark, DE, holding Series 63 and Series 65 credentials and having 28 years of industry experience. He has been with Lifemark Securities since 2011 and has worked as an independent insurance agent since 1997. Parker and his wife founded the DVWMG Foundation in 2006, where he serves as president and donates money and food to the community. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers various managed account programs and emphasizes suitability-driven advice tailored through risk assessments.

Erin Yake is a financial advisor at Sound Income Strategies, LLC with 11 years of industry experience. She holds the Series 63 and Series 66 credentials and has previously worked at firms including Merrill, Ameriprise, Vanguard, and J.P. Morgan. Erin is also involved with Poole Locke Associates, where she participates in client support and fixed insurance sales. Sound Income Strategies serves a diverse client base, including individuals, corporations, pension plans, and other registered advisors, offering services such as asset management, financial planning, and ERISA plan consulting. The firm emphasizes fixed-income and income-oriented investment strategies, utilizing active portfolio management and third-party manager allocations.

Daniel Hauschild Jr. is a CFP®-designated financial advisor with 25 years of industry experience. He currently works at TCFG Investment Advisors, LLC and has previously been affiliated with firms including Mariner, Valley Wealth Managers, Hallmark Capital Management, and J.P. Morgan Securities. TCFG Investment Advisors, LLC is an SEC-registered firm managing approximately $639 million in client assets with a team of 29 advisors. The firm serves individuals, profit-sharing plans, charities, and businesses using a variety of analytical methods and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Bradley Wallick is a CFA® charterholder with 13 years of industry experience. He has been with Regal Investment Advisors LLC since 2018 and previously worked at Canby Grove Capital Inc. and Ct Financial Advisors, LLC. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management primarily to independent investment adviser representatives and, through subadvisor agreements, to other registered advisers. The firm serves a range of clients including individual, charitable, and corporate/business accounts using proprietary and third-party model portfolios.

James Mccrory is a financial advisor with Realta Investment Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has been with Realta Investment Advisors and Realta Equities since 2016. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm employs asset allocation strategies across various investment types and provides portfolio management through both in-house and third-party managers.

Jason Delcollo is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and six years of industry experience. His prior work includes roles at LPL Financial, Hornor Townsend & Kent LLC, and Penn Mutual Life Insurance Company. He also works as a physician with AFC Urgent Care in Aston. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a blend of in-house strategies and third-party managers to tailor portfolios to client objectives.

James Vanderwaal is a CFP® professional with 44 years of experience in the financial services industry. He has been with Kovack Advisors, Inc. since 2015 and has prior experience at Kovack Securities Inc. and Lyons Insurance Agency, Inc. Outside of his advisory role, he is involved with HOPE IN A BOTTLE, a health and wellness venture. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, employing a diversified investment approach primarily through mutual funds and ETFs.

Nicholas Greco is a CFP®-credentialed financial advisor at Facet with four years of industry experience. He previously worked at The Vanguard Group, Inc. and Morgan Stanley. Outside of advisory roles, he operated a pressure washing and property services business for six years. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services without charging percentage-of-AUM fees. The firm uses a holistic financial planning framework and discretionary asset allocation programs primarily involving ETFs, serving approximately 14,700 members with $7.6 billion in discretionary assets under management.

David Schaen is a financial advisor with Northwest Asset Management, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Bank of America and Merrill, as well as a long tenure at Marvin & Palmer Associates, Inc. Outside of his advisory work, he serves as Vice President of the Greenville Country Club board, a volunteer role focused on guiding club policy. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a fiduciary approach centered on Modern Portfolio Theory, strategic asset allocation, and diversified portfolio construction, while also providing a range of financial planning and consulting services.

Thomas Shultz is a financial advisor with Realta Investment Advisors, Inc. in Wilmington, DE, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Realta Equities, Titan Securities, Coastal Investment Advisors, and ProEquities. Outside of his advisory work, he is involved in multiple entrepreneurial ventures, including managing partner roles at Lyfebeast, LLC and AZMedicare101, where he hosts educational workshops on Medicare. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and implements diversified strategies across various asset classes, utilizing in-house and third-party management platforms.

John Hilmer is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior affiliations include LPL Financial, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, Mass Mutual Investors Services, and Metlife Securities. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers individualized portfolio construction and ongoing oversight, utilizing a combination of in-house strategies and third-party managers across various platforms including LPL, Fidelity, and Schwab.

Charles Sobel is a financial advisor at Realta Investment Advisors, Inc with 15 years of industry experience. He holds the Series 66 designation and has been associated with Realta Equities, Inc. and Realta Investment Advisors, Inc. since 2009. Outside of his advisory role, Sobel teaches Sunday school at Beth Emeth. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm employs an individualized approach to portfolio management and offers a range of strategies including asset allocation across various investment types, retirement-plan consulting, and estate planning.

Aileen De Froda is a financial advisor at Ashton Thomas Securities, LLC, with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Realta Investment Advisors, Inc., Realta Equities, Inc., and Capital One Investing LLC. Ashton Thomas Securities is a registered investment adviser and broker-dealer that serves individuals, business entities, trusts, estates, and charitable organizations. The firm offers a variety of investment management and retirement plan consulting services through multiple program structures and integrated broker-dealer functions.

Justin Obrien is a financial advisor at Root Financial Partners with three years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments and First Command Brokerage Services. Prior to his financial career, he served four years in the U.S. Army. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive portfolios tailored to client objectives and risk tolerance, and offers additional specialized strategies and financial education programs.

Britney Merrill is a Series 65-licensed financial advisor with Sound Income Strategies, LLC, bringing two years of industry experience. Her prior roles include positions at Forbes Family Trust, Glenmede Trust Company, and Wilmington Trust. Merrill is also involved as a client service advisor with Poole Locke Associates. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm focuses on customized portfolio management with an emphasis on fixed-income analysis and equity review, utilizing a scalable advisor network and offering specialized family-office style services.