Christopher Nelson is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 registrations and bringing 16 years of industry experience. His career includes roles at LPL Financial, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. He is also involved in insurance sales, specializing in health and employee benefits life insurance through a separate business entity. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers customized portfolio management and financial planning through a combination of in-house strategies and third-party platforms, with a network of approximately 190 advisors.

William Weber is a financial advisor with Capital Analysts in Bethlehem, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has spent 15 years with Lincoln Investment Planning and previously worked at Wells Fargo Clearing. Outside of his advisory role, he has been involved with She Said Sunday since 2007. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Nathan Emrick is a Series 66 registered financial advisor with New Edge Wealth, where he has worked since 2024. He has six years of industry experience, including four years with Morgan Stanley. Emrick serves as Investment Committee Chairman and is a member of the Board of Trustees for Good Shepherd Rehabilitation Network. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, and institutional clients, offering wealth strategy, portfolio management, and institutional consulting. The firm combines independent managers, model strategies, and proprietary investment solutions, supplemented by AI-assisted analytics, to tailor portfolios for its clients.

Dominic Voiland is a financial advisor at Choreo, LLC with one year of industry experience. He holds the Series 65 designation and has worked at Northeast Financial Group, Inc and Berkeley Stone, among other firms. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm offers a range of advisory services such as discretionary and non-discretionary portfolio management, financial planning, outsourced CIO services, and specialized consulting, employing a quantitative and committee-driven investment process.

Marilee Falco is a financial advisor at CW Advisors, LLC with 15 years of industry experience. She holds the CFP® and ChFC® designations and has previously worked at Agili, P.C. and LPL Financial. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, charitable organizations, and pension plans, offering wealth management, financial planning, retirement plan advisory, and family-office services through a Core-and-Satellite investment framework that integrates active, passive, quantitative, and ESG strategies.

Hugh Zeffer is a financial advisor at StoneX Advisors Inc. with three years of industry experience. He holds the Series 66 designation and has worked at StoneX Securities Inc. since 2021. Prior to this, he held positions at West Chester University of Pennsylvania, Moravian Hall Square, and Steel Club. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and related services. The firm employs various advisory models and platforms, supporting multiple account structures and investment restrictions.

Daniel Nigito is a CFP® with 40 years of industry experience, currently affiliated with SEIA. His prior roles include positions at Cedar Brook Financial, Cadaret, Grant & Co., Inc., Mercap Advisors, Inc., and Market Street Financial Advisors, LLC. He also owns and operates American Philanthropic Advisors, LLC, a charitable trust design and administration firm. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a combination of strategic and tactical investment approaches, offering a range of portfolio management and financial planning services, with a notable emphasis on non-discretionary management.

Christopher Suttmeier is a financial advisor at Vicus Capital, Inc. with eight years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including Morgan Stanley and MFS Fund Distributors. Outside of finance, he has experience in the sports and manufacturing sectors, including a role at Powerzone Volleyball Center. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm uses a mix of fundamental and technical analysis across various strategies and emphasizes retirement-plan consulting and fiduciary services.

David Caccamo is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He worked for Mutual of Omaha Investor Services and Mutual/United of Omaha for 30 years before joining Sequent Planning in 2019. In addition to his advisory role, he serves as an independent sales representative for Priority Payments Tech Partners, focusing on credit card processing services. Sequent Planning, LLC, operating as Futurity First Wealth Management, is an SEC-registered investment adviser that serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, comprehensive financial planning, and retirement-plan services through a network of independent advisers using firm-developed and third-party investment models within a structured risk framework.

William Velekei is a CFP® with 10 years of industry experience, currently serving at Savvy since 2026. He previously worked at Mariner Wealth Advisors and Corbenic Partners, LLC. He serves on the Board of Trustees and the Audit/Finance Committee at the Da Vinci Science Center. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans alongside active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools, specialized sub-adviser strategies, and in-house tax preparation and estate-planning support.

Christopher Smith is a financial advisor at Vicus Capital, Inc. with 37 years of industry experience. He has held roles at Cetera Wealth Services, Marmaras & Smith, LLC, and Nathan & Lewis Securities, among others. Smith is a founding partner of Marmaras & Smith, LLC and serves as a trustee on multiple trusts. He also owns businesses related to accounting and expense management. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm uses a blend of fundamental and technical analysis with various strategies, including core-satellite, momentum, ESG, and tax-loss harvesting approaches, and emphasizes retirement plan consulting and fiduciary services.

Matthew Thomas is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has 10 years of industry experience. He has worked at Mutual of Omaha Investment Services since 2016 and is also an insurance agent with Mutual of Omaha Insurance Company, specializing in life and health insurance and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates in conjunction with third-party money managers and utilizes platforms such as Envestnet and Pershing to deliver managed solutions.

John Schick is a financial advisor at UMB Financial Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Ameriprise Financial Services, Inc., Investment Professionals Inc., and Capstone Asset Management, LLC. Schick is involved in business ownership through Psalm 92 LLC and provides investment advice to community banks. UMB Financial Services, Inc. offers advisory and brokerage services to a diverse client base that includes individuals, trusts, retirement plans, institutions, and municipal entities. The firm employs a documented suitability review and risk-tolerance process to place clients into model-based strategies, and it operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor with several managed account options.

Joshua Ottinger is a financial advisor at Triad Wealth Partners, LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms including 28Ten Group, Gibbs Wealth Management, and Strategic Wealth Alliance Group. In addition to his advisory work, he is an insurance agent selling life and annuities. Triad Wealth Partners serves both individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, third-party manager access, model portfolios, and financial planning services. The firm employs strategic asset allocation and combines proprietary and external investment models in managing client assets.

Kathryn Kuzo is a financial advisor at Capital Analysts with 26 years of industry experience. She holds a Series 66 designation and has worked with Lincoln Investment Planning, Inc. for 20 years. Outside of her advisory role, she serves as the director and a board member of Itty Bitty Kitty, Inc., a nonprofit organization where she organizes events and manages accounting. Capital Analysts serves a diverse client base including retail and institutional investors, offering portfolio management, custom model portfolios, and retirement-plan advice. The firm combines discretionary investment management by an in-house team with advisor-managed strategies and emphasizes fiduciary responsibilities for retirement and tax-advantaged accounts.

Linwood Gehris is a financial advisor with StoneX Advisors Inc. in Schnecksville, PA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at StoneX Advisors since 2015 and previously at Wrp Investments, Inc. from 2013 to 2015. Outside of his advisory role, he serves on the executive committee of Lions District 14-K and is a board member of Sight for Hope, an organization assisting sight-challenged individuals. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting among other services, utilizing multiple account structures and model-based solutions supported by a large network of independent advisors and proprietary platforms.

Gulam Fazel is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Asset & Income Protection, LLC and the Society of Financial Awareness (SOFA). He also manages a tax preparation business, USA Tax & Income Planning. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset-allocation process and integrates alternative investments, including private and non-liquid strategies, through a network of independent investment adviser representatives.

Jennifer Pieson is a financial advisor at CW Advisors, LLC with a Series 65 designation and over 20 years of industry experience. She previously worked at Agili for 21 years before joining CW Advisors in 2024. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a variety of clients, including individuals, families, trusts, estates, and organizations, offering wealth management, financial planning, retirement plan advisory, and family-office services, utilizing a Core-and-Satellite investment approach across multiple asset classes.

Monica Dougherty is a financial advisor at New Edge Wealth with six years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley Smith Barney LLC and J O Hambro Capital Management. Outside of her advisory role, she assists as a studio experience team member at a Philadelphia yoga studio. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, offering tailored portfolio management and integrating AI-assisted analytics alongside adviser judgment.

Arthur Smith is a financial advisor with Capital Analysts based in Bethlehem, PA. He holds Series 63 and Series 65 designations and has 21 years of industry experience. Prior to joining Capital Analysts, he worked at Lincoln Investment Planning, LLC, LPL Financial, QNB Bank, and Investment Professionals Inc. Outside of his advisory role, he manages a short-term rental business, including hosting and maintaining a sailboat for overnight stays in Key West. Capital Analysts serves retail and institutional clients, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm employs both discretionary and non-discretionary investment management supported by an in-house research team using a proprietary mutual fund screening process, and it maintains institutional relationships to support its investment and sweep products.