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. in Wilmington, Delaware, holding a Series 66 credential with 16 years of industry experience. He has been associated with Realta Equities, Inc. and Realta Investment Advisors, Inc. since 2009. Outside of his advisory work, Sobel serves as a Sunday school teacher at Beth Emeth. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, pension and profit-sharing plans, and institutional clients. The firm employs a personalized approach to portfolio management and retirement consulting, utilizing a broad range of investment vehicles and third-party manager programs.

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.

Britney Merrill is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 credential and three years of industry experience. Her prior roles include positions at Forbes Family Trust, Glenmede Trust Company, and Wilmington Trust. Merrill also works as a Client Service Advisor with Poole Locke Associates. Sound Income Strategies is a fee-based investment adviser serving a diverse client base including individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis with active portfolio management and third-party manager allocations.

Kelly Wilson is a CFP® professional with four years of industry experience, currently serving at AlphaCore Capital LLC since 2026. Prior to this, Kelly spent eight years at Dravo Bay LLC dba Blue Rock Financial Group. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion in assets. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning, investment management, retirement plan advisory, and model portfolio services with an emphasis on alternative investments alongside traditional asset classes.

Andrew Douglas is a Certified Financial Planner (CFP®) with 12 years of industry experience. He currently works at Founders Financial Securities LLC and has previously been employed at Citizens Securities, Ameriprise Financial Services, Bank of America, and Merrill. In addition to his advisory role, he is involved as an insurance agent with Bishop Associates, focusing on Medicare coverage reviews. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing multiple delivery methods and third-party sub-advisors to implement customized investment strategies.

Donna Cunningham is a financial advisor with Bryn Mawr Trust Advisors, LLC, holding Series 63, Series 65, and Series 66 licenses and 24 years of industry experience. She previously worked at WSFS Wealth Investments and Commonwealth Financial Network from 2016 to 2023, and has been with Bryn Mawr Capital Management since 2023. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a wholly owned subsidiary of WSFS Financial Corporation, providing discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm employs a proprietary multi-asset solution approach, combining strategic and tactical asset allocation with a mix of active and passive managers and third-party platforms, and operates distinctively as a bank-affiliated adviser with a co-advisory tri-party arrangement involving WSFS Bank.

Colton Steele is a financial advisor at Bryn Mawr Trust Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at WSFS Bank and Merger Partners Incorporated. He also studied at La Salle University for four years prior to his advisory roles. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation, providing discretionary investment management, financial planning, retirement-plan fiduciary services, and participant account management to a diverse client base including individuals, trusts, foundations, corporations, and institutional clients. The firm employs a Proprietary Multi-Asset Solutions approach and combines strategic asset allocation with tactical adjustments, using a mix of active and passive managers along with selected independent managers.

James Locke Jr. is a financial advisor at Sound Income Strategies, LLC with eight years of industry experience. He holds a Series 65 designation and has worked previously with Retirement Income Source Mid-Atlantic, BFC Planning, Inc., Poole Locke Associates, and Compass Institutional Marketing. Outside of his advisory work, he holds a minority ownership interest in a company that installs removable pool fences. Sound Income Strategies serves a diverse client base including individuals, corporate and pension clients, registered advisors, and retirement plans. The firm’s investment approach focuses on fixed-income and income-oriented strategies, employing active portfolio management and allocation to third-party managers, while also providing insurance planning and educational workshops through affiliated entities.

H Paul Friedman is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 designations and having 10 years of industry experience. His prior roles include positions at Maryland Financial Group, LPL Financial, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, and Mass Mutual Investors Services. He also serves as a nonprofit board member. Great Valley Advisor Group is a multi-team SEC-registered investment adviser that serves 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, emphasizing individualized portfolio construction and ongoing oversight through a mix of in-house strategies and third-party managers.

Ryan Baumbach is a financial advisor with AssuredPartners Investment Advisors and holds a Series 66 designation. He has eight years of industry experience, including prior roles at Edward Jones and Lighthouse Financial Advisory Group. Baumbach is also licensed as an insurance agent, dedicating a portion of his time to selling insurance products. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices.

Christopher Hardy is a Series 66-credentialed advisor at First Advisors National, LLC with 26 years of industry experience. He has been with First Advisors National since 2019, following prior roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. Outside of his advisory work, Hardy serves as an assistant basketball coach for the Maryland Hoopmasters AAU team. First Advisors National provides investment management and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm employs tactical and strategic asset allocation, largely managing accounts on a discretionary basis through third-party money managers and supplements portfolios with advice on individual equities, ETFs, and mutual funds.

Richard Thomas is a CFP® and ChFC® with 31 years of industry experience. He is affiliated with Perigon Wealth Management, LLC and Purshe Kaplan Sterling Investments, Inc., serving as an investment advisor representative and registered representative since 2022. Prior to this, he held roles at Sagepoint Financial, First Allied Advisory Services, First Allied Securities, and Greenville Financial Group. Outside of his advisory work, Thomas serves as Treasurer for the Concord Soccer Association, a nonprofit focused on youth development through soccer. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to clients’ objectives and risk tolerance, often utilizing sub-advisors or turnkey asset management programs while maintaining oversight and conducting regular reviews.

Paul Mcclatchy Jr. is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Bryn Mawr Trust Advisors, LLC. His prior roles include five years at Planning Capital Management and five years at Sterling Investment Advisors Ltd. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other entities. The firm offers customized investment policies and diversified portfolios through a range of investment vehicles, including ESG strategies, and maintains affiliations with WSFS Bank and other trust companies.

Marco Ginefra is a financial advisor at CreativeOne Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at CreativeOne Wealth (formerly Change Path, LLC) since 2018. Prior to that, he was with Gradient Advisors, LLC from 2015 to 2018. In addition to his advisory role, he is an insurance agent associated with My Life Broker. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and other RIA clients. The firm employs a blend of proprietary ETF-based models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

John Taylor is a ChFC® credentialed financial advisor with 37 years of industry experience, currently advising clients at Perigon Wealth Management, LLC. His prior experience includes roles at Greenville Financial Group, Sagepoint Financial, First Allied Advisory Services, and American General Securities. He holds a minority ownership interest in Deer Park Picnic, LLC. Perigon Wealth Management provides customized wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking institutions. The firm emphasizes individualized portfolio construction with regular reviews and serves a notable client segment of banking and thrift institutions while overseeing wrap and sub-advisor program arrangements.

Paul Jervey is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His work history includes roles at Jervey Genesis Solutions, Genesis Wealth Management Solutions, Diamond State Financial Group, Minnesota Life, and Securian Financial Services Inc. Paul is based in Wilmington, Delaware. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and ongoing oversight, utilizing both in-house strategies and third-party managers across various platforms.

Katelyn Erchick is a Series 65-licensed financial advisor at Simplicity Wealth with three years of industry experience. She previously worked at Brookstone Wealth Advisors and Professional Planning Services. Outside of advising, she engages in small business activities including assisting business owners with ERC applications and creating designs sold on Etsy. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers multiple advisory and operational services including a managed account platform for other advisers.