Thomas Remmey is a financial advisor with Girard Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Girard Advisory Services and affiliated Girard Investment Services since 2015. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, retirement plan consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both individuals, including high-net-worth households, and plan sponsors and participants, employing a proprietary research process and offering a range of investment strategies with ongoing oversight.

Patrick Devlin is a financial advisor at Legacy Advisors, LLC with seven years of industry experience. He has been with Legacy Advisors since 2020, following prior roles at Ironview Capital Management and Sei. Legacy Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm offers modular financial planning, portfolio management, retirement plan consulting, and third-party manager oversight, tailoring advice and portfolios to clients' objectives using a combination of fundamental and technical analysis.

Marc Bernstein is a financial advisor with Diversify Advisory Services, LLC, holding the ChFC® designation and Series 63 license. He has 42 years of industry experience, including roles at DFPG Investments, LLC, Hornor, Townsend & Kent, Inc, and Penn Mutual Life Insurance Company. Outside of advising, he is an attorney specializing in civil litigation and personal injury cases, serves on the endowment committee for Tiferet Bet Israel, is a board member of the American Technion Society Eastern Seaboard Region, and is an author working on a financial book. Diversify Advisory Services is an SEC-registered enterprise advisor serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management and consulting services tailored to client goals and risk tolerance.

Ryan Rabinowitz is a financial advisor at Legacy Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Legacy Advisors since 2014. Rabinowitz also works as a registered representative with M Holdings Securities, Inc. Legacy Advisors, LLC is a registered investment adviser managing approximately $4.18 billion in client assets. The firm serves pension and corporate retirement plans, charitable organizations, and both high-net-worth and non-high-net-worth individuals, offering portfolio management, financial planning, and retirement plan consulting with a combination of fund, fundamental, and technical analysis.

Beth Peckman is a financial advisor with Capital Analysts who holds Series 63 and Series 65 licenses and has 18 years of industry experience. She has worked at Lincoln Investment Planning, Inc. since 1998 and is also affiliated with Temple University. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs and offers advisory services supported by an in-house Investment Management & Research team that utilizes proprietary mutual-fund screening and model portfolios.

Ryan Becker is a financial advisor at Legacy Advisors, LLC with Series 66 credentials and five years of industry experience. His prior roles include positions at SEI Investments and M Holdings Securities, Inc., as well as a four-year tenure at the University of Florida. Legacy Advisors, LLC manages approximately $4.18 billion in client assets and serves pension and corporate retirement plans, charitable organizations, and individual investors. The firm provides portfolio management, financial planning, and retirement plan consulting, combining various analytical approaches with ongoing manager monitoring and modular planning services.

Shanor Hawkins is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Santander Securities LLC since 2022 and previously spent 17 years at Citizens Investment Services Corp. Hawkins is part owner of Wealth Hawkins Group LLC, an entity created for owning real estate unrelated to his investment advisory work. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and other institutional clients. The firm offers wrap-fee advisory programs and financial planning services through a managed-account platform with third-party investment managers and centralized support.

Joseph Braut is a financial advisor with Santander Securities LLC, holding CFP® and ChFC® designations and over 30 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, LPL Enterprise, and Merrill Lynch. He has longstanding involvement with Genworth and John Hancock related to long-term insurance trails. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory AUM and provides investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to securities-based lending and insurance products. The firm’s investment management is delivered largely through the FMAX wrap-fee platform, which includes third-party discretionary managers and offers various overlay and ESG model options.

Kenneth Cordella is a financial advisor with Advisory Services Network holding Series 63 and Series 66 credentials and 14 years of industry experience. His work history includes roles at Platinum Wealth Advisors, The Vanguard Group, MUFG Union Bank, and Ascend Learning. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Michael Pultro is a financial advisor with Maridea Wealth Management in New Britain, PA, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He worked at LPL Financial LLC for 17 years before joining Maridea Wealth Management in 2026. Maridea Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm focuses on long-term investment strategies using diversified, low-cost mutual funds and ETFs, alongside other securities, and offers additional services including retirement-plan fiduciary, cash management, and outsourced CFO services.

Drew Nemeth is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Great Valley Advisor Group since 2014 and has an extensive career background including roles at Linsco Private Ledger since 2007. Nemeth also manages operations at Doylestown Wealth Management, Inc. Great Valley Advisor Group is a multi-team SEC-registered 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 blend of in-house strategies and third-party managers across various platforms.

Michael Malone is a financial advisor with Ethos Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Almanack Investment Partners, MerCap Advisors, Pendle Hill, and Kendal/Crosslands. Malone also operates Michael Malone Investment Advisory, an investment advisory DBA under which he provides investment advice. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering discretionary and non-discretionary investment management alongside financial and estate planning and consulting services. The firm uses model portfolios and diversified, risk-conscious core allocations with a variety of investment vehicles and supplements its process with third-party research and optional tax-overlay management.

Steven Delaney is a financial advisor with Coppell Advisory Solutions LLC and holds a Series 65 designation. He has 13 years of industry experience and has worked at Fusion Investment Advisors, LLC since 2013. Delaney is also an officer and director at American Brokerage Services, where he has been involved in life insurance, annuities, and life settlements since 1997. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm employs a tailored investment approach combining internally developed and independent asset allocation models, utilizing fundamental and technical analysis to implement strategies consistent with client objectives.

Aarush Hatti is a financial advisor with Symphony Financial, Ltd. Co. in Lansdale, PA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., and Janssen Pharmaceutical Companies of Johnson & Johnson. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities through discretionary portfolio management, financial planning, and consulting, offering comprehensive multi-family office services and self-directed retirement account management. The firm uses a long-term investment approach combining fundamental and technical analysis and provides fiduciary services and coordination of specialty family financial matters.

William Adelsberger is a financial advisor with Capital Analysts, holding a Series 63 designation and possessing 28 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1998 and has been with Asplundh since 1990. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house Investment Management & Research team that supports investment decisions with proprietary screening processes.

Andrew Campbell is a financial advisor at Gladstone Wealth Partners with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including LPL Financial, Bank of America, Merrill, and Citizens Securities. He also teaches at Montgomery County Community College. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of investment and retirement planning services implemented through a network of nearly 100 advisors.

Ryan Todd is a financial advisor at Great Valley Advisor Group, LLC with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Great Valley Advisor Group since 2015 and at LPL Financial since 2009. Outside of advisory work, he is involved in a tax preparation and accounting firm, Todd and Todd, LLP. 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 combination of in-house strategies, third-party managers, and digital options to tailor portfolios to client objectives.

Thomas Gasbarre is a financial advisor with Nations Financial Group, Inc., holding Series 63, Series 65, and Series 66 licenses and bringing 36 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 10 years before joining Nations Financial Group in 2021. Gasbarre is also the owner of Liberty Investment Management, an independent investment advisory business. Nations Financial Group, Inc. provides investment advisory services to a wide range of clients, including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a network of investment adviser representatives who utilize proprietary model portfolios alongside outside managers, tailoring strategies to client objectives, risk tolerance, and liquidity needs.

John Marsini is a financial advisor with Ethos Financial Group, LLC, holding a Series 63 designation and bringing 21 years of industry experience. He has worked at Innovation Partners LLC, MML Investors Services, and Mass Mutual Life Insurance Company. In addition to his advisory work, Marsini is a licensed attorney maintaining bar admission since 1987 and fulfilling continuing legal education requirements. Ethos Financial Group serves individuals, trusts, estates, government entities, and charitable organizations, offering investment management, financial planning, estate planning, and insurance consulting. The firm employs model portfolios and a core allocation strategy combining index-based exposures into diversified portfolios, supplemented by third-party research and optional tax-overlay management.

Anthony Mascherino Jr. is a financial advisor at Altitude Capital Management LLC with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including USA Benefits Group, Alliance America, and Allstate Insurance Company. In addition to advising, he assists with individual tax return preparation during tax season. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs a multi-team approach to tailor strategies based on client objectives, using techniques such as asset allocation, dollar-cost averaging, and technical analysis.