Jason Cort is a financial advisor with Quadrant Private Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Merrill from 2000 to 2014 and at Purshe Kaplan Sterling Investments from 2014 to 2026 before joining Quadrant Private Wealth Management. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm manages discretionary and non-discretionary portfolios totaling approximately $2.1 billion in assets under management as of December 31, 2025, using a top-down investment process that combines fundamental and technical analysis with an emphasis on risk management.

Caeden Goering is a Series 66-licensed financial advisor with three years of industry experience. He currently works at Diamond Client Group, LLC and previously held roles at MML Investors Services, LLC and MassMutual Life Insurance Company. Outside of his advisory duties, Goering is also engaged in health insurance brokerage. Diamond Client Group, LLC provides advisory services to individual and high-net-worth clients as well as business entities. The firm offers discretionary portfolio management, sub-advisor selection, alternative investment sourcing, and both project-based and ongoing financial planning, utilizing a blend of fundamental analysis, modern portfolio theory, and technical analysis.

Noah Williams is a financial advisor at A Better Way Financial, LLC with five years of industry experience. He holds a Series 65 designation and has worked with several related entities including ABWI, LLC, where he is also a licensed insurance agent. A Better Way Financial provides investment advice and financial planning services to individuals, business entities, and charities, offering discretionary portfolio management and written plans that include tax preparation support and estate-planning tools. The firm employs client-specific strategies, ongoing monitoring, and may utilize sub-advisors to manage assets.

Jonathan Mack is a financial advisor at Quadrant Private Wealth Management, LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Merrill and Quadrant for a combined 22 years. Outside of his advisory role, he serves as a basketball official for the Pennsylvania Interscholastic Athletic Association. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs a top-down investment approach focused on risk management and offers a proprietary equity strategy alongside diversified portfolio allocations.

John O’Hagan is a financial advisor at O’Hagan Group, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Purshe Kaplan Sterling Investments and Arbor Point Advisors. Outside of his advisory role, he is president of Create A Path 1st, a nonprofit that supports local food shelters and youth programs. O’Hagan Group serves individual investors, trusts, and estates with wealth management and financial planning, focusing on fundamental, bottom-up analysis to manage portfolios primarily composed of equities and ETFs for long-term growth. The firm operates as a ten-advisor team managing over $1.2 billion on a fully discretionary basis.

Keith Hawk is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with Royal Fund Management since 2013 and also operates Hawk Financial Group, an insurance agency he owns and manages. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs fundamental, technical, and cyclical analyses to implement varied investment strategies and offers specialized services such as options-writing overlays and access to select non-traded REITs.

Matthew Bonshak is a CFP® professional with five years of industry experience, currently serving as an advisor at New Edge Wealth. His background includes roles at Morgan Stanley, Accenture LLP, and UBS Financial Services. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, and institutional clients, offering wealth strategy, portfolio management, and advisory services that emphasize asset allocation and investor behavior. The firm combines independent managers, model strategies, and proprietary investment solutions, integrating technology and AI-assisted analytics alongside human oversight.

Thomas Sylvester is a CFP® and Series 65-registered advisor at Choreo, LLC with three years of industry experience. He previously worked at Northeast Financial Group, Inc. and has held roles in educational institutions including Kutztown University and Northampton Community College. Choreo serves a diverse client base ranging from individual investors to institutional clients, offering services such as discretionary and non-discretionary portfolio management, financial planning, and outsourced CIO solutions. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence to construct portfolios using various investment vehicles, including model portfolios, separately managed accounts, and private funds.

Josh Laychock is a financial advisor at Choreo, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Northeast Financial Group, Inc. and Herbein Financial Group, LLC. Josh is a 50% partner in Northeast Financial Advisors, LLC, which supports personal real estate and other ventures. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and other institutional clients. The firm employs a strategic asset allocation process combined with quantitative screening and investment committee approval to manage portfolios through a variety of vehicles, offering services such as discretionary portfolio management, financial planning, and outsourced CIO solutions.

Kyle O'Neill is a financial advisor at Choreo, LLC with two years of industry experience. He holds a Series 65 designation and has worked in various roles including positions at Northeast Financial Group, Inc. and Penn Mutual Asset Management, as well as teaching engagements at Drexel University. Choreo, LLC serves a diverse client base ranging from individual investors to institutional clients such as family offices and retirement plan sponsors. The firm employs a strategic asset allocation approach based on global market indices and uses quantitative screening and Investment Committee approval to select investment managers, offering services that include portfolio management, financial planning, and specialized consulting for ultra-high-net-worth clients.

Peter Pape is a CFP® professional with nine years of industry experience. He is currently an advisor at Choreo, LLC and previously worked at Northeast Financial Group, Inc. and Leigh Baldwin & CO., LLC. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients, offering a range of advisory services such as discretionary portfolio management, financial planning, and outsourced CIO services. The firm’s investment approach incorporates strategic asset allocation based on global indices, quantitative manager screening, and utilizes various implementation methods including model portfolios and separately managed accounts.

Gary Johnston is a CFP® professional with nine years of industry experience. He is currently with Facet Wealth Management, where he has worked since 2019. Prior to Facet, he was employed at SEI Investments Management Corp and SEI Investments Distribution Co for three years. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations using ETFs and technology-driven processes, including machine-learning algorithms for tax-optimized implementation and regular portfolio reviews.

Sarah Caine is a CFP® professional with two years of industry experience, currently with CW Advisors, LLC. She previously worked for Agili, P.C. for 22 years. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets across a diverse client base, including individuals, families, trusts, and institutional investors. The firm employs a Core-and-Satellite investment approach incorporating active, passive, quantitative, and ESG strategies and offers wealth management, retirement plan advisory, family-office services, and sub-advisory solutions.

Matthew Kline is a financial advisor at Choreo, LLC with eight years of industry experience. He holds the Series 65 designation and has previously worked at Morgan Stanley & Co., LLC, Chesapeake Financial Advisors, and Herbein Financial Group, LLC. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm’s investment approach combines strategic asset allocation with quantitative screening and due diligence to manage portfolios using a variety of vehicles such as separately managed accounts, direct indexing, and private funds.

Nicholas Weidman is a Series 66-licensed financial advisor with 12 years of industry experience. He is affiliated with Great Valley Advisor Group, LLC and has worked at LPL Financial, Penn Mutual Life Insurance Company, and Hornor, Townsend & Kent, Inc. Outside of his advisory role, he is the sole owner of Dream Strategies Group, LLC, a non-investment 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 discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a mix of in-house strategies and third-party managers across various platforms.

Michael Assad is a financial advisor with Vicus Capital, Inc., holding a Series 66 license and bringing 23 years of industry experience. He has been affiliated with Vicus Capital and Michael Assad LLC since 2014 and has experience with Cetera Wealth Services and Marmaras and Smith LLC. Assad is also involved in a local networking group as a membership committee member. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a blend of fundamental and technical analysis across various strategies, including ESG and faith-based allocations, and offers specialized retirement-plan consulting and fiduciary services.

Jacob Bobick is a financial advisor with Calton & Associates, Inc., holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Cetera Advisors LLC, G.S. Newborn and Associates, Inc., and First Allied Securities, Inc. In addition to his advisory work, he is a licensed insurance agent specializing in fixed, life, health, and property and casualty insurance. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing a range of analytical strategies and third-party money managers through its proprietary platforms.

Matthew Mongon is a CFP® professional with 15 years of experience in the financial services industry. He is currently with NewEdge Wealth and has prior experience at Morgan Stanley Private Bank, N.A. and Morgan Stanley. Before entering finance, he worked at Lehigh University. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm provides comprehensive advisory services and manages approximately $12 billion in regulatory assets, utilizing a diversified investment approach that includes proprietary solutions and third-party managers across multiple asset classes.

Karsten Lusk is a financial advisor at OnePoint BFG Wealth Partners with a Series 65 designation and one year of industry experience. His prior work includes roles at Merrill Lynch, KeyBank, and Lakeland Bank, as well as positions outside finance at Elmhurst Country Club and Hollow Brook Golf Club. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of portfolio management approaches using third-party managers, proprietary models, and technology-integrated operational support.

Peter Marmaras is a CFP® and ChFC® with 38 years of industry experience. He is currently with Vicus Capital, Inc., where he has worked since 2005, and has prior experience at Core Income Advisors LLC and Cetera Wealth Services, LLC. Outside of his advisory work, he serves as a finance team leader at Wesley United Methodist Church and is a board member of the Fighting Children’s Cancer Foundation. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a range of strategies combining fundamental and technical analysis and emphasizes retirement-plan consulting and fiduciary services.