Samuel Good is a financial advisor with Bryn Mawr Trust Advisors, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Bryn Mawr Capital Management in 2024, he worked at ACNB Bank and held various roles including a decade-long position with the Gettysburg Area School District. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and subsidiary of WSFS Financial Corporation that offers discretionary investment management, financial planning, and fiduciary services to individuals, trusts, foundations, corporations, and institutional clients. The firm employs a proprietary multi-asset investment approach combining strategic allocation, tactical adjustments, and a mix of active and passive managers, serving a broad client base including high-net-worth individuals.

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.

Chad Friedman is a financial advisor at Nations Financial Group, Inc. with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Nations Financial Group in 2025, he worked at Wells Fargo Advisors Financial Network from 2016 to 2025 and at Wells Fargo Clearing from 2008 to 2016. He is also the owner of Viridity Wealth Management, through which he provides investment and advisory services. Nations Financial Group, Inc. serves a diverse client base including individuals, pension plans, trusts, and corporate clients, offering portfolio management, pension consulting, and financial consulting services. The firm uses a variety of investment strategies and offers both fee-based and commission-based advice through its dual registration as a broker/dealer and insurance general agency.

Steven Perlman is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has worked at Wealthcare Advisory Partners and LPL Financial since 2018 and previously spent 11 years with both MML Investors Services, Inc. and MassMutual Life Insurance Company. Perlman is also involved in non-variable insurance through Delval Senior Advisors. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets with a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm utilizes a goals-based planning approach supported by proprietary software and applies an evidence-based investment framework incorporating behavioral economics to build long-term portfolios across multiple asset classes.

Daniel Mccarthy is a CFP®-certified financial advisor with 12 years of industry experience. He has been with Wealthcare Advisory Partners LLC and affiliated LPL Financial since 2016. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning supported by patented software with an evidence-based investment approach that includes proprietary quantitative measures and access to alternative investment platforms.

Gary Droz is a financial advisor at CW Advisors, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining CW Advisors in 2023, he worked at MainLine Securities LLC and MainLine Private Wealth, LLC from 2011 to 2023. Outside of advising, he is a licensed insurance producer and owns Droz Management, LLC, a company that manages small apartment buildings and office properties. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, and institutions. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, supported by an Investment Oversight Committee and sub-advisory services through a dedicated business unit.

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.

Marne De Santis is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. Prior to joining Lincoln Investment in 2019, she worked at Rice Financial Products Company, CV Brokerage, Valdes & Moreno, Bluestone Capital Management, and Dautrich Seiler Financial Services. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of managed portfolio programs, employing both strategic and tactical investment approaches overseen by an investment management and research team.

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.

Julie Aranowitz is a CFP® professional with 10 years of industry experience, currently affiliated with GWN Securities Inc. since 2015. She also has a role at Kades-Margolis Corporation dating back to 2014. In addition to her advisory work, she is licensed as an insurance agent specializing in life and long-term care insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs, including active and traditional portfolio strategies.

Benjamin White is a financial advisor at J. W. Cole Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Commonwealth Financial Network and AXA Advisors, LLC. Outside of his advisory work, he is involved in financial education through his role as co-owner of Benco Education, LLC. J. W. Cole Advisors operates a large network of independent advisers, providing fee-based portfolio management, financial planning, and retirement services to individuals, high-net-worth clients, and institutional accounts. The firm offers both discretionary and non-discretionary management and employs a variety of investment strategies including fundamental and technical analysis.

Diane Boen is a financial advisor with Kestra Advisory in Warrington, PA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked with Kestra entities since 2011 and currently addresses client questions regarding life insurance products as part of her role. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional investors. The firm offers comprehensive fiduciary and plan-level consulting services and serves a broad range of clients with approximately $79.8 billion in assets under management.

Ashley Mc Neely is a financial advisor at Hornor, Townsend & Kent, LLC with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Ameriprise, Charles Schwab, Cetera Advisors LLC, and Thrivent Financial, among others. Outside of her advisory role, she manages an advisory business through Certainty of the Uncertainty, LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and utilizes third-party asset manager relationships to provide both discretionary and non-discretionary account options.

David Jwanier is an investment advisory representative at CWM, LLC with eight years of industry experience. He has held positions at firms including Cetera, Voya Financial Advisors, and Capital One Investing. Outside his advisory role, he is a fractional owner of racehorses through The Stable.ca and Hold the Line Stable. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages discretionary accounts using model portfolios supported by a combination of fundamental and technical analysis, third-party sub-advisors, and various customization tools.

Matthew Marcolina is a ChFC® credentialed financial advisor at Oppenheimer with 25 years of industry experience. He has been with Oppenheimer & Co Inc since 2001. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, using strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.