James Wade is a Series 65-credentialed advisor at Gradient Advisors, LLC, with one year at the firm and prior experience as an independent agent since 2012. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary approach that incorporates risk analysis and a mix of fundamental, technical, and cyclical portfolio strategies.

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 at Capital Analysts with 28 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment Planning, Inc. since 1998. Outside of his advisory role, he also has a long-standing position with Asplundh dating back to 1990. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisor representatives and firm-managed programs.

Andrew Campbell is a financial advisor at Gladstone Wealth Partners with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including LPL Financial, Bank of America, Merrill, and Wells Fargo. He also teaches at Montgomery County Community College. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through nearly 100 investment adviser representatives. The firm offers a range of investment approaches and integrates retirement-plan services with institutional manager relationships.

Tyler Mangum is a CFP® professional with 16 years of industry experience. He is affiliated with Capital Analysts and has been associated with Lincoln Investment Planning, Inc. since 2009. Outside of his advisory role, he is a co-founder and partner of MC Capital Management, LLC, a financial services firm. Capital Analysts serves a diverse client base including individual investors, high-net-worth clients, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through both discretionary and non-discretionary approaches, using proprietary tools and a nationwide network of independent advisors.

Apris Walker is a financial advisor with Encompass More Asset Management LLC, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Encompass More in 2026, Walker worked at Vantage Financial and spent six years with Primerica Advisors. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm uses a combination of proprietary and third-party model-based strategies and offers access to private placements alongside traditional advisory programs.

Scott Holstein is a CFP® and PFS™ professional with 39 years of experience in the financial services industry. He has been with Vicus Capital, Inc. since 2011 and has prior experience at Cetera and American Brokerage Service. Holstein is also a non-practicing CPA. Vicus Capital, Inc. provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors, offering both discretionary and non-discretionary services. The firm employs a range of strategies including core-satellite, momentum, ESG, and tax-loss harvesting, and places particular emphasis on retirement-plan consulting and fiduciary services.

Ada Lubanski is a CFP® professional with eight years of industry experience. She has worked at BLBB Advisors since 2018 and previously at Glenmede Trust Company from 2015 to 2018. BLBB Advisors serves individuals, trusts, corporations, business owners, pension plans, and nonprofit organizations, managing approximately $3.25 billion in client assets primarily on a discretionary basis. The firm offers personalized financial planning and portfolio management across a range of risk-based investment objectives, incorporating models, individual securities, ETFs, alternatives, and third-party managers.

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.

Jennifer Strawser is a financial advisor with Girard Advisory Services, LLC, holding a Series 65 designation and seven years of industry experience. She has been with Girard Advisory Services since 2019 and has worked at Univest Bank and Trust Co. since 2005. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth clients and plan sponsors, emphasizing asset allocation and diversification through a proprietary research process and a comprehensive investment committee.

Brian Dobisch is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. Prior to joining Blackridge, he spent over two decades at Concourse Financial Group Securities Inc. He also operates as a self-employed insurance agent, selling life and health insurance. Blackridge Asset Management provides financial planning, investment management, and related consulting through a network of investment adviser representatives serving individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a turnkey asset management platform and a multi-strategy investment approach including asset allocation, rebalancing, and diversification.

Karen Mcintyre is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Wescott Financial Advisory Group LLC since 2013. She is based in Harleysville, PA. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach that combines passive and active strategies with a tax-sensitive, disciplined process tailored through individualized Investment Policy Statements.

Andrew Shapowal is a PFS™ credentialed financial advisor at Summit Financial, LLC with three years of industry experience. His prior roles include positions at Canon Capital Investment Advisory, Canon Capital CPA, and Pritchard, Bieler, Gruver & Willison, P.C. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches tailored to client needs.

Luisa Sorkness is a CFP®-certified financial advisor with five years of industry experience. She is currently with Girard Advisory Services, LLC, where she has worked since 2023. Her prior experience includes roles at The Vanguard Group, Inc. and Walmart. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes asset allocation and diversification, using a proprietary research process and a range of investment strategies, while also leveraging affiliated entities to offer banking, brokerage, and insurance services.

Paul Masalski is a financial advisor with Vicus Capital, Inc. in Phoenixville, PA, holding the ChFC® designation and Series 63 license. He has 39 years of industry experience, including roles at Cetera Wealth Services, LLC, Phoenix Home Life, and Security Mutual Life Insurance Company. He is also president of Financial Growth Plans, Inc., a licensed Pennsylvania corporation. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a blend of fundamental and technical analysis across various strategies and provides specialized services such as ERISA fiduciary consulting, a fee-based annuity program, and tailored advisory solutions.

Thomas Holt Jr. is a CFA® charterholder with 24 years of industry experience. He is a principal at Legacy Advisors, LLC and has been affiliated with both Legacy Advisors and M HOLDINGS SECURITIES, Inc. for over 20 years. 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 individual investors by providing portfolio management, financial planning, and retirement plan consulting, combining multiple analysis techniques with manager monitoring and offering both discretionary and non-discretionary management.

Joseph Hidalgo is a financial advisor with Creative Financial Designs, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, and has 23 years of industry experience. He has been with Creative Financial Designs since 2008 and also operates Hidalgo Financial Services and CFD Investments Inc. Additionally, he works as an independent insurance agent. Creative Financial Designs serves individual (including high-net-worth) clients, charitable organizations, corporate and business clients, and employer retirement plans with investment management and financial planning services. The firm’s investment approach includes asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Kenny Bauer is a CFP® professional with 26 years of industry experience, currently with Rockwood Wealth Management, LLC since 2017. Prior to that, he worked at The Marshall Financial Group, Inc. for 17 years. Outside of his advisory role, he serves as a certified boys lacrosse official and holds board positions with the Captain Connor J. Bednarzyk, USA Memorial Fund and the Washington Crossing Council, Boy Scouts of America. Rockwood Wealth Management serves individuals, families, and related entities by providing financial planning and investment management through tailored portfolios. The firm employs a passive investment philosophy focused on globally diversified allocations and manages several billion dollars in client assets across its multi-advisor practice.

Paul Miller is a financial advisor with Stonex Advisors Inc. based in Blue Bell, PA, holding a Series 66 designation and four years of industry experience. His work history includes roles at IM Wealth Partners and several other financial firms. Outside of his advisory duties, he provides administrative support for Covenant Home Care. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm employs a variety of investment strategies through independent advisors and in-house teams, utilizing multiple platforms and third-party money managers.