Marley Smith is a financial advisor at Modera Wealth Management, LLC with one year of industry experience. Marley holds a Series 65 designation and has previous work experience at The Pennsylvania State University, Susquehanna University, Brandywine Heights High School, and The Bally Spring Inn. Modera Wealth Management provides fiduciary, fee-only advisory services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers diversified portfolio management, retirement plan consulting, financial planning, tax services, and trust-related services.

Michael Pultro is a financial advisor at Maridea Wealth Management with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial LLC, Mutual Service Corporation, First Allied Advisory Services, INC., and FFP Advisory Services Inc. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing nearly $2 billion in client assets through a 33-advisor team. The firm emphasizes diversified, tax-aware portfolios using low-cost mutual funds and ETFs and incorporates AI tools under human oversight to support research and administrative tasks.

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.

Stephen Haney is a CFA® charterholder with 13 years of experience in the financial advisory industry. He has worked at Modera Wealth Management, LLC since 2021 and previously held roles at Independence Advisors, LLC and Lincoln Financial Advisors. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, using diversified portfolios supplemented by independent managers, private-placement opportunities, and optional ESG integration.

Candice Oakley is a financial advisor at HBKS Wealth Advisors with six years of industry experience. She holds a Series 65 designation and has previously worked at Locust Capital Management from 2014 to 2017. HBKS Wealth Advisors serves individual clients across wealth levels, retirement plans, and institutional entities, providing personalized investment management, financial planning, and pension consulting. The firm employs discretionary account management through proprietary model portfolios and a broad range of strategies, including fixed income, alternatives, and cryptocurrency exposure.

Timothy Ellis is a financial advisor at Girard Advisory Services, LLC with five years of industry experience. He holds the Series 66 designation and has worked at firms including Janney Montgomery Scott, The Vanguard Group, and Deloitte LLP. Ellis is currently associated with Girard entities since 2022. 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 focuses on asset allocation and diversification using a proprietary research process and offers both discretionary and non-discretionary management along with specialized strategies and affiliated service options.

Andrea Fitzgerald is a financial advisor at Modera Wealth Management, LLC with six years of industry experience. She holds a Series 65 credential and has worked at several firms, including Independence Advisors, LLC, Kyffin Grove / Sage Senior Living, CliftonLarsonAllen Wealth Advisors, and Legacy Advisors. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers services such as wealth management, retirement plan consulting, tax planning, and trust-related services.

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.

Francis Burke Jr. is a financial advisor with M HOLDINGS SECURITIES, Inc. holding CFP® and ChFC® designations and 49 years of industry experience. He has worked at M. Holdings Securities since 2001 and has been with Perspective Financial Group LLC, an Alera Group Company, since 2011. Burke manages a seven-person team and provides services in insurance, investments, and financial, estate, and business planning. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and financial professionals. The firm offers a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, using both in-house portfolio managers and third-party sub-advisors.

Jason Mardinly is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Sage Financial Group Inc. since 2017. He previously worked at Wisdom Planning, LLC, Andrew Garrett, Inc., and Cordasco Financial Network, LLC. Outside of his advisory role, Mr. Mardinly is an Adjunct Professor at Temple University, where he teaches a course on personal financial planning and investing. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors, offering investment management and financial planning with a focus on fundamental analysis and long-term strategies. The firm also provides family office services and manages affiliated private pooled real-estate funds, incorporating specialized structures such as performance-based compensation and partnerships for estate-planning.

William Adelsberger is a financial advisor with Capital Analysts, holding a Series 63 designation and 28 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1998 and also has experience with Asplundh dating back to 1990. 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, advisor-managed custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and internal programs.

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.

James Mcgrath is a CFA® charterholder currently with Ethos Financial Group, LLC, where he has worked since 2026. He has prior experience with Praxis Solutions and FFT Wealth Management, totaling over a decade in the financial industry. Mcgrath also has an ongoing role with Leonis Group LLC. Ethos Financial Group serves individuals, trusts, estates, municipalities, and charitable organizations, providing investment management and financial planning services. The firm employs a model portfolio approach with diversified, risk-conscious strategies and supplements its process with third-party research and tax-overlay management.

Mark Comyns is a financial advisor with Independence Square Holdings, LLC, holding a Series 63 designation and 44 years of industry experience. His prior roles include positions at The Philadelphia Group, Private Advisor Group, LPL Financial, and Wharton Advisory Group. He acts as trustee for family trusts. Independence Square Holdings serves individuals, retirement plans, and institutional clients, offering financial planning, portfolio management, pension consulting, and ERISA advisory services. The firm combines customized portfolios, model portfolios, and third-party solutions, and utilizes digital platforms and a range of alternative investment options as part of its multi-team advisory approach.

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.

Tyler Mangum is a CFP® professional with 16 years of industry experience. He is currently with Capital Analysts in Lansdale, PA, and has been affiliated with Lincoln Investment Planning, Inc. for over 14 years. Mangum is also a co-founder and partner of MC Capital Management, LLC. Capital Analysts serves a diverse client base including individual investors, high-net-worth clients, trusts, and charitable organizations, offering portfolio management and retirement-plan advice through a nationwide network of independent advisors. The firm employs both discretionary and non-discretionary investment management strategies supported by an in-house research team using proprietary fund screening processes.