Brian Bobeck is a financial advisor with M HOLDINGS SECURITIES, Inc. He holds the ChFC® designation and Series 66 license and has 21 years of industry experience. His prior roles include positions at Cornerstone Advisors Asset Management LLC, Cornerstone Benefits, Inc., and Cornerstone Institutional Investors, LLC. Outside of advisory work, he co-founded an engineering consulting firm focused on patent development and licensing. M HOLDINGS SECURITIES, Inc. serves a broad client base including individuals, retirement plans, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a wide range of advisory and brokerage services, utilizing discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, supported by platform providers and third-party sub-advisors.

David Weikert is a CFP® with 27 years of industry experience, currently serving as a partner at SEIA. His previous roles include positions at Cedar Brook Financial, Cadaret, Grant & Co., Inc., Mercap Advisors, and Market Street Financial Advisors. He also participates as an investment committee member for the Central Moravian Church. SEIA is a multi-team advisory firm with roughly 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm combines strategic and tactical investment approaches through an Investment Solutions Group and offers a range of portfolio management, financial planning, and consulting services.

Patrick Sabol is a CFP® with 10 years of industry experience. He has worked at Facet Wealth since 2019, previously holding roles at Traphagen Investment Advisors LLC, Univest Corporation of Pennsylvania, and Girard Partners. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, serving a range of households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations with a focus on ETFs and uses technology-driven processes, including machine-learning algorithms, to provide tax-optimized portfolio implementation and ongoing account management.

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.

Jonathan Sliney is a financial advisor at Capital Analysts with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at State Street Bank & Trust and State Street Global Advisors in various roles. In addition to his advisory duties, he serves as Managing Director of T & S Advisors, where he manages payroll operations. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Robert Nestor is a financial advisor at Mutual of Omaha Investor Services, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, he is involved in direct care support positions serving developmentally disabled individuals and elderly patients. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through various managed account programs and third-party money manager relationships. The firm operates within the Mutual of Omaha group, offering combined investment, broker-dealer, and insurance services.

John Trevisan is a financial advisor at Portfolio Medics, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Porto Financial, Vuori, Lumis Consulting, and Trev Customs. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses and charitable organizations. The firm offers customized portfolios utilizing diversified mutual funds, ETFs, stocks, bonds, and independent managers, employing a range of investment strategies tailored to client objectives and risk tolerance.

Bradley Banken is a financial advisor at Rossby Financial, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Cambridge Investment Research Advisors, Wells Fargo Securities, Deutsche Bank Securities, and J.P. Morgan Securities. Outside of his advisory role, he serves as a football coach for North Hunterdon Football and is a board member of an organization in Philadelphia. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and business entities. The firm uses a variety of analytical approaches and diversified strategies across multiple asset classes, offering tailored portfolios and incorporating third-party managers and turnkey platforms where appropriate.

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.

Stephen Miller is a financial advisor at Composition Wealth, LLC with 16 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Miller may earn commissions from insurance companies for sales of non-variable life, health, annuity, and disability income insurance products. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by other asset types and both fundamental and technical analysis.

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.

Guido Jaramillo Blum is a financial advisor at Fiduciary Financial Advisors with Series 65 credentials and one year of industry experience. Prior to joining Fiduciary Financial Advisors in 2026, he worked at Prospect Financial Group LLC for one year and spent 17 years at Johnson & Johnson. Outside of his advisory role, he owns and manages a real estate business involved in property maintenance and tenant management. Fiduciary Financial Advisors serves a diverse client base, including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management and financial planning, with an investment approach that combines strategic and tactical asset allocation using fundamental, quantitative, and technical analysis tailored to client needs.

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.

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.