Milan Winters is a financial advisor at AssuredPartners Investment Advisors with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Lighthouse Financial Wealth Management, LLC. In addition to his advisory role, he has been an independent insurance agent since 2011. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm manages several billion in discretionary assets and offers both discretionary and non-discretionary portfolio management, often incorporating third-party managers and providing plan fiduciary services and participant education.

Michael Blahusch is a CFP® with 15 years of experience and currently serves as an advisor at McAdam LLC. He has worked with McAdam since 2014 in various roles, including at RetireUS and Cornerstone Capital Planning Group. Blahusch is also president of RetireUS Inc, a technology platform focused on financial wellness. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, implementing portfolios through fundamental analysis with a range of investment options tailored to client objectives.

Jeffrey Hall is a CFP® with 21 years of industry experience, currently serving as an advisor at Capital Analysts. His career includes roles at Legacy Solutions, LLC and Lincoln Investment, where he has worked alongside his role at Capital Analysts since 2010. He is a vice-president of the Cornerstone Study Group and serves as a volunteer board member for the Downingtown Area Chamber of Commerce. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs, leveraging an in-house Investment Management & Research team and proprietary screening processes.

Marcel Pfister is a financial advisor with Compound Planning, Inc. He holds Series 65 and Series 66 licenses and has 11 years of industry experience, including roles at Goldman Sachs & Co. and SVB Wealth. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and consulting. The firm employs a customized, risk-based investment approach using low-cost ETFs, direct indexing, alternative strategies, and third-party sub-advisors.

Brian Walsh is a financial advisor with The Ascent Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including roles at Osaic Wealth, Inc., Triad Advisors, and Ameritas Life Insurance. Outside of his advisory work, Walsh is involved in public motivational speaking and serves as immediate past president on the board of trustees for the Million Dollar Round Table Foundation. The Ascent Group manages approximately $4.93 billion and serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting services, utilizing a range of investment vehicles and third-party platforms.

Christopher Schank is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked with Northwestern Mutual in various capacities from 2011 to 2019 before joining Wealthcare Advisory Partners and affiliated LPL Financial in 2019. 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 uses a goals-based financial advising discipline incorporating proprietary technology and behavioral economics, offering both passive and active investment strategies along with dynamic rebalancing.

Timothy June is a financial advisor with NFSG Corporation, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Hancellor Financial Group WB LP since 2015 and Newbridge Securities since 2011. NFSG Corporation is an SEC-registered investment adviser offering discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis and employs both long- and short-term strategies, often utilizing third-party asset managers and providing ongoing monitoring and rebalancing.

Debra Kriebel is a CFP® professional with 27 years of industry experience. She is currently with CW Advisors, LLC and previously worked for Pinnacle Advisory Group, Inc. for 25 years. She is also a partner in Waypoint Consulting Group, a non-investment-related business based in Columbia, MD. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, and charitable organizations. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies while providing wealth management, family office services, and retirement plan advisory.

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® with nine years of industry experience, currently serving at McAdam LLC since 2016. His prior work includes a two-year period at Purshe Kaplan Sterling Investments and a year as a day trader. McAdam LLC provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm typically manages client portfolios on a discretionary basis, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and 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 with McAdam LLC in Radnor, PA, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions with JPMorgan Securities LLC and JPMorgan Chase Bank, NA, as well as involvement with the Philadelphia Eagles. 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 with a discretionary approach, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments, and offers services such as a subscription planning product and estate-document creation.

Frank Hines is a financial advisor with Bryn Mawr Trust Advisors, LLC and holds Series 63 and Series 65 designations. He has 20 years of industry experience, previously working at Commonwealth Financial Network, WSFS Wealth Investments, Susquehanna Financial Group, LLP, and Global Execution Brokers, LP. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to a range of clients including individuals, trusts, retirement plans, endowments, foundations, and corporations. The firm offers customized investment policy statements and diversified portfolios using independent managers, mutual funds, ETFs, proprietary separate accounts, and third-party private fund platforms, and maintains co-advisory relationships with WSFS Bank and other institutions.

James Graves is a Certified Financial Planner (CFP®) with 31 years of industry experience. He is currently with Wealthcare Advisory Partners LLC and has worked at Bank of America and Merrill. Graves is 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 approach using proprietary Wealthcare software and incorporates both passive and active investment strategies along with dynamic rebalancing when appropriate.

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 and holds a Series 63 designation. He has 33 years of industry experience, including over three decades at Lincoln Investment Planning, Inc. Mcguire previously wrote life insurance policies outside of his primary firm until discontinuing that activity. Capital Analysts serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through various programs and employs an in-house Investment Management & Research team to guide investment decisions.