Liam Mc Guire is a Series 66 licensed advisor with three years of industry experience, currently serving at Capital Analysts and Lincoln Investment. Prior to his advisory roles, he worked with Azie Media and Cardinal O'Hara High School. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, and charitable organizations, providing portfolio management, advisor-managed portfolios, access to third-party managers, and retirement-plan advice. The firm offers both discretionary and non-discretionary investment management supported by an in-house research team and proprietary mutual fund screening.

Thomas Ginty is a CFP® credentialed financial advisor with 15 years of industry experience. He has worked at Wedmont Private Capital since 2021 and previously held positions at Facet Wealth, TD Ameritrade, and Raymond James & Associates. Wedmont Private Capital provides financial planning and discretionary investment management services to individuals, charitable organizations, corporations, and employee benefit plans. The firm employs a primarily passive investment approach based on modern portfolio theory, focusing on diversified, asset-class-weighted portfolios using low-cost index funds and periodic rebalancing.

Kevin Nicholson is a financial advisor with The Ascent Group, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Ameritas Life Insurance, Triad Advisors, and OSAIC. In addition to his advisory work, he is a licensed independent insurance agent and co-owner of Walsh & Nicholson Financial Group. The Ascent Group, LLC provides investment management, financial planning, and consulting services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm manages approximately $4.76 billion in assets and employs a combination of discretionary and non-discretionary portfolio management, model portfolios, and third-party managers, serving a broad client base through a 15-advisor team.

James Trevouledes is a CFP® professional at McAdam LLC with eight years of experience in financial advisory roles. He has worked with firms including Madison Avenue Securities and Purshe Kaplan Sterling Investments. He is involved with McAdam’s RetireUS subscription planning product. 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 using fundamental analysis and incorporates a range of traditional and specialized investment exposures tailored to client objectives.

Mary Fugler is a financial advisor at Logan Capital Management, Inc. with 16 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at several firms including Parker Street Securities LLC and Washington Peak Investment Advisors LLC. Outside of her advisory role, she is also active as a Florida real estate sales associate on weekends. Logan Capital Management is an SEC-registered investment adviser managing approximately $3.1 billion in assets with a team of 16 advisors serving around 1,800 clients. The firm employs a combination of top-down macroeconomic analysis alongside fundamental and technical approaches across diverse equity and fixed-income strategies, and also manages the Logan Capital Broad Innovative Growth ETF.

Isaiah Carroll is a Series 65 licensed advisor at McAdam LLC with seven years of industry experience. He has worked at McAdam since 2019 and previously held roles at Home Depot Pro and Passantes Home. 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 accounts primarily on a discretionary basis, employing a range of investment strategies including mutual funds, ETFs, individual securities, and specialized exposures such as direct indexing and cryptocurrency.

Thomas Williams is a Series 65-licensed advisor at McAdam LLC with six years of industry experience. He has worked at McAdam since 2020, holding roles that include investment advisory and advisor operations. His prior background includes positions in the hospitality and service industries as well as studies at Temple University. 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, managing client accounts primarily on a discretionary basis with diversified portfolios that incorporate traditional and alternative investments.

Andrue Nicholas is a financial advisor at The Ascent Group, LLC with Series 63 and Series 65 credentials. He has one year of industry experience and joined The Ascent Group in 2026 following roles at Osaic Wealth, Alera Group, and Hardenbergh Insurance Group. The Ascent Group, LLC provides investment management, financial planning, and consulting services to individuals, families, businesses, and institutions. The firm serves over 4,000 clients with approximately $4.76 billion in assets under management, utilizing a combination of discretionary and non-discretionary portfolio management, model portfolios, digital delivery platforms, and access to alternative investments.

Jack Clauser is a financial advisor with Wealthcare Advisory Partners LLC and holds a Series 65 designation. He has two years of industry experience, including prior roles at Alphastar Capital Management and Creekside Insurance Advisors. Outside of advisory work, he is involved in real estate as a licensed sales person with Realty ONE Group Old Towne. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with evidence-based investment strategies and offers access to alternative and private placement investments.

Jeffrey Heminitz is a Series 65-licensed financial advisor with McAdam LLC, where he has worked since 2017. He has seven years of industry experience and previously held roles at Kutztown University of Pennsylvania and Grille 3501. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides financial planning, investment management, and retirement-plan consulting, employing fundamental analysis to construct portfolios that include mutual funds, ETFs, independent managers, and individual securities.

Ryan Steele is a CFP® with 11 years of industry experience, currently serving as an advisor at McAdam LLC. He has been with McAdam since 2014 and holds the Series 66 designation. Outside of his advisory role, Steele is the presiding officer and trustee of the Grand Lodge of Pennsylvania Free & Accepted Masons, a fraternal organization. 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 client portfolios across a multi-advisor platform and offers a subscription-based financial planning service along with access to alternative and specialized investment strategies.

Parker Wine is a financial advisor at CoreCap Advisors with two years of industry experience. He holds a Series 65 designation and previously worked at SEI Investments for four years. His background also includes roles at LaSalle University and the Jim McLean Golf Center. CoreCap Advisors serves individual, retirement plan, and institutional clients by providing discretionary investment management, financial planning, and access to third-party sub-advisors across multiple custodial platforms. The firm employs a relationship-oriented, long-term investment approach that includes mutual funds, ETFs, equities, bonds, and selective use of options and short sales.

Tamara Higgins is a financial advisor with Regal Investment Advisors LLC and holds Series 63 and Series 65 credentials. She has 26 years of industry experience, including prior roles at Regulus, LLC and Kestra Financial Services, Inc. Outside of her advisory work, she is involved in insurance sales and marketing, and conducts workshops through the TruAdvisor Network, as well as participates in software sales related to estate planning. Regal Investment Advisors, operating as LionShare, offers model portfolio implementation and discretionary investment management services primarily to unaffiliated advisers and their clients, managing approximately $2.88 billion across proprietary and third-party strategies through an enterprise-scale sub-advisory platform.

Seamus Obrien is a financial advisor with Summit Wealth Group and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including prior roles at SEI Investments Management Corporation and Pershing Advisor Solutions LLC. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes target allocations based on each client’s financial profile and employs a range of analytical approaches, frequently implementing strategies through third-party money managers and sub-advised models.

John Simone Sr. is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wealthcare Advisory Partners since 2018 and is also affiliated with LPL Financial since 2012. Outside of his advisory roles, he is involved in the sales of various insurance products, including life, long-term care, and disability insurance. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, and access to alternative and private placement investments, supported by proprietary technology and an evidence-based investment approach.

Achilleas Vargiamis is a financial advisor at Impact Partnership Wealth, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at TD Bank and its affiliated entities. Vargiamis is also involved as an independent life insurance agent through The Impact Partnership, LLC. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management while utilizing a combination of third-party strategists, adviser-managed models, and direct indexing in its investment approach.

Arthur Romano is a financial advisor with Waverly Advisors, LLC, holding a Series 65 designation and four years of industry experience. He previously worked at Forefront Wealth Management for five years and Commonwealth Business Group for eight years. Waverly Advisors is a multi-team registered investment adviser that manages portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations, offering both discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting services.

Julie Kelly is a financial advisor at Logan Capital Management, Inc. with 22 years of industry experience. She holds a Series 66 designation and has been with Logan Capital Management since 2009. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for a diverse client base that includes high-net-worth individuals, institutional clients, retirement plans, and public funds. The firm employs a combination of macroeconomic analysis, proprietary quantitative screens, fundamental research, and technical analysis across various equity and fixed-income strategies.

Kiran Sweigart is a CFP® professional with 16 years of experience, currently serving as a financial advisor at McAdam LLC. She has worked at Madison Avenue Securities and ran her own practice, Sweigart Financial, since 2023. Kiran is also involved in residential real estate activities on a personal basis. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, retirement plan consulting, and related implementation support, managing client portfolios with a discretionary approach and incorporating a range of asset types and specialized exposures.

Frederick Bacani is a financial advisor at Concentric with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Concentric since 2025, following a tenure at Pathstone beginning in 2023 and over two decades at Veritable, LP. Concentric provides discretionary sub-advisory portfolio management and model portfolio construction primarily to other registered investment advisers and financial institutions. The firm employs quantitative portfolio-optimization software combined with qualitative oversight to tailor strategies, offering services that include tax-loss harvesting overlays, ESG overlays, direct indexing, and specialized fixed-income mandates.