Bradley Fisher is a CFP® with 21 years of industry experience, currently serving at MCF Advisors, LLC. His prior roles include positions at Accredited Wealth Management, D. Scott Neal, Inc., and Wells Fargo Clearing. MCF Advisors is a multi-team, SEC-registered firm managing approximately $4.68 billion for around 3,440 clients, including individuals, small businesses, and pension plans. The firm offers comprehensive wealth management, discretionary portfolio management, and integrated services such as tax preparation, accounting, and outsourced CFO roles, employing a tactical asset allocation investment approach supported by third-party platforms and cross-disciplinary solutions.

William Clark is a financial advisor with MCF Advisors, LLC, holding a Series 65 designation and 12 years of industry experience. He worked at Accredited Wealth Management LLC for 11 years before joining MCF Advisors in 2025. MCF Advisors is a multi-team, SEC-registered firm managing approximately $4.68 billion for around 3,440 clients, including individuals, small businesses, and pension plans. The firm offers comprehensive wealth management, discretionary portfolio management, and integrated tax and accounting services through a tactical asset allocation approach and use of third-party platforms.

Steven Giacobbe is a CFP®, CFA®, and holds a Series 65 license with 12 years of industry experience. He is currently with MCF Advisors, LLC and previously worked at Accredited Wealth Management, LLC for 11 years. MCF Advisors is a multi-team, SEC-registered advisory firm managing approximately $4.68 billion for around 3,440 clients, including individuals, small businesses, pension plans, and pooled investment vehicles. The firm offers comprehensive wealth management, discretionary portfolio management, and integrated services such as accounting, tax preparation, and outsourced CFO support, using a tactical asset allocation investment approach supported by third-party platforms and tools.

Timothy Gavin is a CFP® professional at MCF Advisors, LLC with 15 years of industry experience. He has been with MCF Advisors since 2013. MCF Advisors is a multi-team, SEC-registered firm managing approximately $4.68 billion for around 3,440 clients, including individuals, small businesses, and pension plans. The firm offers comprehensive wealth management, discretionary portfolio management, and integrated accounting and tax services, employing a tactical asset allocation approach supported by third-party platforms and cross-disciplinary solutions.