Ian Helmus is a financial advisor at McAdam LLC with seven years of industry experience. He holds a Series 65 designation and has been with McAdam since 2018, following brief roles at Bradley Foster and Sargent and Weiss Analytics. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios across a multi-advisor platform, offering a range of investment options including mutual funds, ETFs, independent managers, and alternative strategies.

Eric Mattei is a CFP® with 15 years of industry experience currently affiliated with McAdam LLC. He has held roles at Financial Planners Group, Madison Avenue Securities, MBVM Philadelphia, and Purshe Kaplan Sterling Investments. Mattei is an owner and financial advisor at MBVM Philadelphia. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses fundamental analysis to manage portfolios across mutual funds, ETFs, independent managers, and individual securities, offering a multi-advisor platform with approximately $2.29 billion in discretionary assets under management.