Ryan Tomkinson is a CFP® and ChFC® with 18 years of industry experience, currently serving as a financial advisor at Nations Financial Group, Inc. since 2019. Prior to this, he worked at Wells Fargo Advisors Financial Network LLC for nine years. Outside of his advisory role, he is involved with the Merion Fire Company as a board member and finance chair. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios combined with outside managers to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Jake Pinto is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at McAdam LLC since 2016. He previously worked at Purshe Kaplan Sterling Investments and has experience as a day trader. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client assets on a discretionary basis, utilizing a range of investment vehicles and integrating specialized exposures such as direct indexing and private investment funds.

Joshua Godick is a Series 65 licensed advisor with McAdam LLC in Radnor, PA, where he has worked since 2017. He has eight years of industry experience and previously worked with Citizens for Rich Negria and Equality Pennsylvania. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client portfolios on a discretionary basis, using a range of investment vehicles and incorporating specialized exposures such as direct indexing and private investment funds.

Stephen Mc Carrick is a financial advisor at McAdam LLC with Series 63 and Series 65 licenses and five years of industry experience. Prior to his current role, he held positions at JPMorgan Securities LLC, JPMorgan Chase Bank, and has been associated with the Philadelphia Eagles since 2023. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages client accounts on a discretionary basis, using fundamental analysis and periodic reviews, and incorporates a range of investment options including mutual funds, ETFs, private investment funds, and cryptocurrency exposure.

James Graves is a CFP® with 31 years of experience in the financial services industry. He is currently with Wealthcare Advisory Partners LLC and has previously worked at Bank of America, Merrill, Morgan Stanley Investment Advisors, and other firms. Graves is also a partner in a private equity limited partnership associated with Morgan Stanley Private Markets Fund Employee Investors III LP. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising discipline using patented Wealthcare software and a behavioral economics framework, integrating both passive and active investment strategies with quantitative and qualitative analysis.

Joshua Rothbard is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 63 designation and 25 years of industry experience. He has worked at Wealthcare Advisory Partners since 2018 and has been associated with LPL Financial since 2015. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm utilizes a goals-based, client-centered planning approach supported by proprietary software and applies an evidence-based investment framework incorporating behavioral economics and quantitative measures to construct long-term portfolios.

Keandre Buckham is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 credential and beginning his advisory career in 2026. Prior to entering the financial industry, he held various positions across different sectors, including logistics and food services. Sound Income Strategies is a fee-based investment adviser serving a diverse client base, including individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers specialized services such as family-office and special-needs planning.

Robert Richards is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 66 credential and 21 years of industry experience. His career includes roles at M.S. Howells & Co., Cadaret, Grant & Co., Inc., and several financial services firms between 2012 and 2019. Richards also provides financial advisory services related to life and disability insurance policies. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based, client-centered planning supported by proprietary software with an evidence-based investment framework that includes fundamental and technical analysis and access to alternative investment solutions.

Andreas Wochtl is a CFP® professional with 12 years of industry experience, currently serving at Wealthcare Advisory Partners LLC. His prior roles include positions with Wells Fargo Clearing, Citizens Securities, Inc., and Edward Jones. He is a board member of the Swedish American Chamber of Commerce. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using proprietary Wealthcare software and evidence-based processes that combine quantitative metrics with fundamental, technical, and behavioral analysis, offering both passive and active investment strategies.

Robert Stark III is a financial advisor at McAdam LLC in Philadelphia, PA, holding a Series 65 designation with four years of industry experience. Prior to joining McAdam in 2020, he worked at Red Dog Resort & Spa and Robert Half, and served six years in the Army National Guard. 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 construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a tiered weekly financial-planning subscription along with alternative and specialized investment strategies.

Donal Mcguire is a financial advisor with Capital Analysts in Newtown Square, PA, holding a Series 63 designation and bringing 33 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1994. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, customized model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of advisors, delivering investment management both discretionarily and non-discretionarily.

Skip Massengill is a financial advisor with Realta Investment Advisors, Inc. and Realta Equities, Inc., holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. Prior to joining Realta in 2017, he spent eight years with Robert W. Baird & Co. Outside of his advisory role, Massengill is a minority owner of the Retirement Educational Institute, serves as co-chair of the ethics committee for the Philadelphia Estate Planning Council, and is a board member for youth football and a nursing home organization. He is also involved in writing educational material on retirement and leads a cyber solution storage business. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm uses personalized investment strategies based on asset allocation across various securities and operates multiple platforms and third-party manager programs to serve its diverse client base.

Brian Gassaway is a financial advisor at McAdam LLC with five years of industry experience. He holds a Series 65 designation and has been with McAdam since 2019. Prior to his current role, he worked in various positions including at Saint Joseph University and Neato Burrito. 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 mutual funds, ETFs, independent managers, and individual securities, offering a tiered financial-planning subscription and access to alternative investment strategies.

Andrew Mccloskey is a financial advisor with Nations Financial Group, Inc., holding a Series 66 designation and 19 years of industry experience. Prior to joining Nations Financial Group in 2019, he worked for Wells Fargo Advisors Financial Network LLC for 10 years. Outside of his advisory role, Mccloskey serves as president of the Ambassadors Fund for Catholic Education, a charitable family foundation, and holds board positions with the Martin DePorres Foundation and the James A Finnegan Foundation. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach combines proprietary model portfolios with the option to select outside managers, tailoring recommendations based on client objectives, risk tolerance, and liquidity needs.

Seth Dadds is a CFA® charterholder with 18 years of experience in the financial industry. He is currently with Bryn Mawr Trust Advisors, LLC and previously worked at Cypress Capital Management, which merged into Bryn Mawr in 2023. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other entities. The firm offers customized investment policy statements and diversified portfolios using a range of managers and products, including ESG strategies through third-party providers, and serves as a sub-adviser to WSFS Bank’s Wealth division and other advisers.

Philip Cook is a financial advisor with Arax Advisory Partners, holding a Series 65 designation and 18 years of industry experience. He previously worked at Hirtle Callaghan & Co. for 13 years before joining SRS Capital Advisors, Inc. and later Arax Advisory Partners. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal and external portfolio management with tailored asset allocation and offers a range of advisory services, notable for its use of performance-based fee arrangements and carried interest structures for qualified investors and private funds.

William Burrough is a financial advisor with McAdam LLC based in Radnor, PA. He holds a Series 65 credential and has two years of industry experience. Burrough founded the Boys Pajama Drive, a charitable organization focused on fundraising and collection efforts. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, utilizing a multi-team approach that includes discretionary account management and a range of investment options from mutual funds to alternative assets.

Charles Welde is a CFP® with 22 years of industry experience, currently serving at Prosperity Capital Advisors since 2011. He is also the owner of The CP Welde Group, a tax planning and fixed insurance planning firm he has operated since 1984. Additionally, he is a General Partner with the Castle Rock Life Settlements Fund. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach incorporating core risk-based portfolios, specialized strategies, and access to private and alternative investments.

Timothy O'Leary is a financial advisor with Manning & Napier Advisors, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes positions at SEI Investments Distribution Co., Raymond James Financial Services, and Nuveen Investments. Outside of his advisory role, he serves as Secretary of the Marlborough Hunting & Fishing Club and is a board member on the Finance Committee of the Concordville Fire and Protective Association. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary and non-discretionary management across various funds and accounts. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection, supported by specialized strategies and affiliated custody and trustee services.

Eugene Long is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He is president of Long Financial Group Inc. and serves as CFO and majority owner of Love Dogs, an online pet merchandise retailer. Additionally, he is a board member of the Scott Township Sewer Authority. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based, client-centered planning supported by proprietary software with an evidence-based investment approach that includes behavioral economics and multiple asset strategies.