Adam Scherzer is a Series 65-licensed financial advisor with Independence Square Holdings, LLC, bringing over 20 years of experience through his ownership of Scherzer Financial Inc., which offers investment advisory and insurance services. He is also co-owner and writer for Shadow Legacy Media Properties LLC, a company focused on producing scripts and intellectual property for television series. Independence Square Holdings serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, and ERISA advisory services. The firm employs a multi-team approach with approximately 40 advisors, offering a mix of customized and model portfolios along with access to third-party managers and extensive digital platform services.

Kimberly Brumbaugh is a financial advisor with AdvisorNet Wealth Partners, holding Series 63 and Series 65 designations and over 28 years of industry experience. She is the founder and CEO of Brumbaugh Wealth Management, LLC, and has held board positions at Mid Penn Bank Holding Company since 2019. Kimberly also serves as an emeritus board member of the Chester County Chamber of Business & Industry and participates in finance committees for local organizations. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, employing both discretionary and non-discretionary management to meet client objectives.

Brendan Hunter is a CFP® certificant based in Conshohocken, PA, with five years of industry experience. He currently works at HBKS Wealth Advisors and has prior experience at Wescott Financial Advisory Group LLC and The Vanguard Group, Inc. HBKS Wealth Advisors serves individual clients across wealth segments, retirement plans, and institutional clients, providing personalized investment management, financial planning, and pension consulting. The firm manages accounts using proprietary model portfolios, sub-advisors, and multiple platform arrangements, offering a broad set of strategies without specializing in a single investment area.

Mary Saylor is a CFP® professional with 12 years of industry experience. She has worked at Choreo, LLC since 2022 and previously spent 12 years at RSM US Wealth Management LLC. Choreo, LLC provides investment and advisory services to a wide range of clients, including individual investors, family offices, endowments, retirement plans, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Daniel Hochbaum is a CFA® charterholder with six years of experience at Sage Financial Group, Inc., and prior roles at Glenmede Trust and BlackRock. He has been with Sage Financial Group since 2020 and has a total of four years in the financial advisory industry. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors through discretionary and non-discretionary investment management and financial planning. The firm offers family office services and implements investment strategies based on fundamental analysis and long-term purchase orientation, including allocations to mutual funds, ETFs, and independent managers.

Robert Schmauk Jr. is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and seven years of industry experience. He has previously worked at Valor Asset Management and LPL Financial. 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 and third-party managers across various platforms.

Joshua Winter is a CFP® with 18 years of industry experience, currently serving as a financial advisor at BCG Securities, Inc. He has a longstanding career with Horace Mann Investors, Inc. and related entities dating back to 2008. Winter is also a board member of the West Chester Education Foundation and the Downingtown Education Foundation, both nonprofit organizations supporting local school districts. BCG Securities, Inc. serves institutional retirement plans and individual clients, focusing on portfolio management, financial planning, pension consulting, and wealth management. The firm emphasizes tailored investment policy statements and employs a range of analytical strategies while overseeing independent third-party managers.

Nicholas Ryder is a CFA® charterholder and holds a Series 63 license, with 14 years of industry experience. He has been with Kathmere Capital Management, LLC since 2019 and previously worked at Private Advisor Group, LLC and LPL Financial. Kathmere Capital Management, LLC provides investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional sponsors such as pension plans, endowments, and foundations. The firm employs a top-down, model-portfolio approach primarily using ETFs and no-load mutual funds, while incorporating individual securities, structured notes, and private fund allocations as appropriate.

Mark Prowell is the principal of Prowell Financial Management, LLC in Exton, PA, with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has led his firm since 2016. In addition to his advisory role, he serves as a board member of Commonwealth Trust Company. Prowell Financial Management advises closely held companies and their owners, focusing on financial organization, planning, and asset management related to ownership succession and complex individual circumstances. The firm typically manages clients’ existing third-party relationships while emphasizing liquidity and low-cost investment instruments, often operating on a non-discretionary basis.

Christopher Nagel is a CFA® charterholder with six years of experience at HBKS Wealth Advisors and five years in the financial industry, including prior roles at BNY Mellon. He is based in Conshohocken, PA. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients with personalized investment management, financial planning, and pension consulting. The firm employs a broad range of strategies and offers tailored portfolio management, including specialized services for high-net-worth clients through its Level 3 brand.

Rebekah La Corte is a financial advisor at HBKS Wealth Advisors with five years of industry experience. She holds a Series 65 designation and has worked at HBKS since 2017, following five years at Locust Capital Management. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, offering investment management, financial planning, and pension consulting. The firm provides tailored portfolios through various strategies and platforms, including discretionary management and a range of investment options such as fixed income and alternatives.

Francis Ciocari III is a financial advisor at Gladstone Wealth Partners with 28 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he is involved with IRON EDGE VC LLC, a non-investment related business. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap programs and third-party manager solutions, with investment approaches tailored at the representative level.

Meg Ryan is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 licenses and over 20 years of industry experience. Her prior roles include positions at LPL Financial, Private Advisor Group, MetLife Securities, and New England Securities. She is also involved in non-variable insurance services through several insurance-related business activities. Independence Square Holdings serves individuals, retirement plans, and institutional clients by offering financial planning, portfolio management, and pension consulting. The firm employs a multi-team approach and integrates customized portfolios with model portfolios and third-party solutions, including alternative investments and advanced digital platforms.

Jordan Sowhangar is a CFP® with 12 years of industry experience, currently serving as an advisor at Girard Advisory Services, LLC since 2015. He also has experience with Girard Investment Services, LLC dating back to 2014. Outside of his advisory role, he owns rental properties unrelated to investment activities. Girard Advisory Services, LLC is a fee-only registered investment adviser providing wealth management, financial planning, retirement plan consulting, and related services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both individual clients, including high-net-worth households, and plan sponsors, employing a proprietary research process and diversified investment strategies to tailor portfolios to client objectives.

Thomas Hellings is a financial advisor with Girard Advisory Services, LLC, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has worked within affiliated firms including Girard Pension Services, Girard Advisory Services (formerly Girard Partners), and Girard Investment Services (formerly Univest Investments) since 2013. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm emphasizes asset allocation and diversification, employing a proprietary research process and an Investment Committee to tailor portfolios, while offering discretionary and non-discretionary management and specialized strategies supported by its structure as a subsidiary of Univest Bank and Trust Co.

Robert Friedman is a financial advisor at Nations Financial Group, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is the owner of Viridity Wealth Management, through which he provides investment and advisory services. Nations Financial Group serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with a range of in-house model portfolios and access to third-party managers, employing various investment strategies to accommodate different risk profiles.

Francis Lapowsky is a financial advisor with Main Street Financial Solutions, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America and Merrill. Main Street Financial Solutions serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, offering financial planning, investment management, and retirement plan consulting. The firm employs an academic-based, multi-asset class investment approach, combining passive and active strategies while providing ERISA fiduciary consulting and institutional advisor-facing services.

Victoria Mercado is a financial advisor at Summit Financial, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Kutztown University and 1760 Pub and Grill. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a combination of discretionary and consultative investment management services, financial planning, retirement plan advisory, and access to alternative investments and variable annuities.

Ross Cohn is a CFP® and holds a Series 66 license, with six years of industry experience. He has worked at Sage Financial Group Inc. since 2019, following prior roles at UBS Financial Services, PitchBook Data Inc., the National Basketball Association, and the Philadelphia 76ers. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors by providing investment management and financial planning, including family office services. The firm emphasizes fundamental analysis and long-term investment strategies, and it is notable for advising affiliated private pooled real-estate funds and providing related estate-planning services through a law firm partnership.

Charlie Cho is a financial advisor at Santander Securities LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities, Santander Bank, Key Investment Services, KeyBank, Wells Fargo, and Hartford Insurance Co. Cho is based in York, PA. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party investment managers and centralized client support.