David Swiderski is a CFP® professional with 25 years of industry experience, currently serving at Sequent Planning, LLC. He has previously worked at Securities America Advisors, Equitable Advisors, and MSI Financial Services, among others. In addition to his advisory role, he acts as an insurance agent through Futurity First Insurance Group. Sequent Planning, LLC operates as Futurity First Wealth Management and provides investment advisory services to individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm employs a structured risk framework and offers asset management, financial planning, and retirement plan services, supported by a network of independent investment adviser representatives.

Enthony Silva is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, he focuses on helping clients identify what matters most to them and their families to develop tailored strategies aimed at pursuing their financial goals. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Enthony earned his High School Diploma from NorthEast High School and completed an Accredited Certificate Program at the College for Financial Planning.

Caley Burke is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at Jefferies Investment Advisers LLC. His career includes roles at Jefferies LLC and JP Morgan Chase Bank, n.a., among others. Jefferies Investment Advisers LLC provides fee-based financial planning services to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm employs a customized, collaborative planning process supported by third-party software and scenario analysis, separating its fiduciary planning from implementation services.

Kelly Hansen is a financial advisor with Legacy Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Legacy Advisors, Hansen worked at PFS Investments Inc. and has been involved in the restaurant industry, including ownership of Craneo Rose Decor. Legacy Advisors serves individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors with tailored financial planning and portfolio management services. The firm employs a mix of fundamental and technical analysis, utilizing mutual funds, ETFs, independent managers, and private funds to meet client objectives.

Steven Cacciutti is a financial advisor with Consolidated Portfolio Review Corp, holding a Series 66 designation and 13 years of industry experience. His career includes roles at WSFS Wealth Investments, Commonwealth Financial Network, and Ameriprise Financial Services. Consolidated Portfolio Review serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, financial planning, and a range of investment approaches implemented by independent advisors using strategic asset allocation and fundamental and technical analysis.

Jonathan Markoe is a financial advisor at Pine Valley Investments with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J Alden Associates, Purshe Kaplan Sterling Investments, Bank of America, and Merrill Lynch. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and quantitative analysis to tailor portfolios and offers services such as model portfolios, performance reporting, and third-party manager allocation.

David Pilaitis is a CFP® with 25 years of industry experience currently at United Capital Financial Advisors. He previously worked at Apexium Financial LP and The Investment Center, Inc. He holds Series 63 and Series 65 licenses. United Capital provides national financial planning and discretionary investment management to a wide range of clients, including individuals, high-net-worth households, retirement plans, and institutional accounts, and offers a platform that supports customization and access to various investment options.

Adam Etzel is a financial advisor at JFS Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at PNC Bank for three years. His background also includes roles at Elon University and Elon University School of Law. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm employs a Financial Goal Plan process combined with Modern Portfolio Theory and offers a range of services including continuous investment management, retirement plan fiduciary services, tax preparation, and access to private investment funds.

Kevin Millard is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Stratos Wealth Advisors LLC, where he has worked since 2021. His prior experience includes roles at TIAA-CREF, Morgan Stanley, and Merrill. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, providing financial planning and portfolio management through a network of 71 investment advisory representatives across multiple teams.

Gregory Stein is a CFP® professional based in Lansdale, PA, with 26 years of industry experience. He has worked at Advisory Services Network since 2018 and previously spent 12 years with RSM US Wealth Management LLC. Stein is a partner in Hinkle, Stein & Associates, LLC, a role he has held since 2018. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. The firm provides a range of portfolio management, financial planning, and consulting services, utilizing various securities and third-party managers to align with clients’ objectives and risk tolerances.

Kenneth Kideckel is a financial advisor with Wealthcare Capital Management LLC, holding 14 years of industry experience. He has been with Wealthcare Capital Management since 2014 and previously worked at Sightline Investments LLC from 2010 to 2014. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser managing approximately $3.93 billion for over 5,600 clients. The firm offers comprehensive financial planning and discretionary portfolio management for individual and high-net-worth clients, as well as retirement plan advisory and investment strategist/model services to intermediaries, utilizing a long-term, evidence-based investment approach that incorporates behavioral economics and model portfolios primarily consisting of ETFs and indexed mutual funds.

Amy Armstrong is a financial advisor at Summit Financial, LLC with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Persimmon Capital Management, L.P. for over two decades before joining Summit Financial. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary authority with consultative services that emphasize advisor-led monitoring and client trade approvals.

Wayne Lesage Jr. is a CFP® and CFA® with 13 years of industry experience, currently serving at Waverly Advisors, LLC. He previously worked at Coho Partners and Quasar Distributors, LLC. He is also an adjunct professor at Villanova University, teaching corporate finance. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors and $29.9 billion in assets under management. The firm serves individual clients, retirement plans, and pooled investment vehicles, offering a range of portfolio management, financial planning, and multi-family office services that integrate traditional and alternative investment strategies.

Darek Koleda is a ChFC® designated financial advisor with eight years of industry experience, currently at Pine Valley Investments. He previously worked at Avantax Insurance Agency and Avantax Advisory Services and owns Koleda Tax LLC d/b/a Fanty, Koleda & Associates, a tax and financial firm occupying approximately 75% of his time. He is also a licensed insurance agent. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individual, high-net-worth, and institutional clients. The firm employs a range of analytical strategies and manages both directly held accounts and affiliated private funds, offering services under discretionary authority and through sub-advisory and referral arrangements.

Andrew Bass is a financial advisor at Nations Financial Group, Inc. He holds a Series 65 credential and has two years of industry experience. Prior to joining Nations Financial Group, Mr. Bass worked at Bryn Mawr Trust Advisors, Bryn Mawr Capital Management, and Cypress Capital Management. Nations Financial Group provides advisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a range of portfolio management and consulting services, utilizing in-house model portfolios and third-party managers across various investment strategies and risk profiles.

Jason Thompson is a financial advisor at McAdam LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at McAdam LLC since 2014, including a prior role at Purshe Kaplan Sterling Investments. Thompson also provides life insurance and fixed annuity product strategies as an independent contractor. McAdam LLC is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning and investment management across a multi-advisor platform with approximately $2.29 billion in discretionary assets, utilizing fundamental analysis and a range of investment vehicles tailored to client risk tolerance and objectives.

Thomas Stoner is a financial advisor at Bryn Mawr Trust Advisors, LLC with a Series 65 designation. He has been in the industry since 2025, having previously worked at Foster Victor Wealth Advisors and Bryn Mawr Trust. Before entering the financial sector, he spent several years in education and also was involved with the business 1-900-ICE-CREAM. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser affiliated with WSFS Financial Corporation. The firm provides discretionary investment management, financial planning, retirement-plan fiduciary services, and participant account management to a broad range of clients, including high-net-worth individuals, trusts, foundations, corporations, and institutional clients.

Blaine Mooney is a CFP® with four years of industry experience, currently serving as a financial advisor at Girard Advisory Services, LLC. His prior experience includes roles at Roffman Miller Associates, Inc., KBW, and Natixis. Girard Advisory Services, LLC is a fee-only registered investment adviser providing wealth management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification, utilizing a proprietary research process and an Investment Committee to tailor portfolios, and is a wholly owned subsidiary of Univest Bank and Trust Co.

Tevin Hill is a financial advisor with Merit Financial Advisors in Newtown, PA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include multiple positions at Commonwealth Financial Network and EisnerAmper Wealth Management. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy managed by an internal investment team and offers customizable model portfolios alongside third-party investment options.

Garrett Spangler is a financial advisor at Bryn Mawr Trust Advisors, LLC with seven years of industry experience. He holds the Series 66 designation and has worked previously at West Capital Management and The Erb Law Firm. He also has a long-term affiliation with Delaware Valley University. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, foundations, corporations, and other entities. The firm offers diversified portfolio management using independent managers, mutual funds, ETFs, and private fund platforms, and serves as a sub-adviser to WSFS Bank’s Wealth division as well as other advisers and trust companies.