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.

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 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.

Nicole Sennett is a financial advisor with Ethos Financial Group, LLC and holds a Series 66 designation. She has 20 years of industry experience, including roles at Merrill Lynch and Raymond James Financial Services. Outside of her advisory work, she owns a travel app called All4AJ. Ethos Financial Group serves a diverse client base including individuals, trusts, and charitable organizations, providing investment management and financial planning through model portfolios and a core allocation strategy that incorporates index-based exposures and various external managers.

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.

Michael Minter is a CFP® with 24 years of industry experience, currently serving at Main Street Financial Solutions, LLC since 2008. He holds Series 63 and Series 66 licenses and is involved in broker education through the Financial Planning Resource Center. Main Street Financial Solutions serves a diverse client base including individuals, trusts, pension plans, and business entities. The firm employs an academic-based, multi-asset class investment approach, utilizing mutual funds, low-cost ETFs, and selectively recommending actively managed funds and alternative investments while providing both discretionary and non-discretionary wealth management and retirement consulting services.

Paul Teufel is a financial advisor at Merit Financial Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, Ameriprise, and GlennCo LLC. Based in Newtown, PA, he provides financial and insurance advice to clients. Merit Financial Group is a multi-team SEC-registered advisory firm serving individuals, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation using centrally managed portfolios and supports both discretionary and non-discretionary accounts, with a notable dual registration model including broker-dealer and insurance licenses held by many advisors.

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 with Altitude Capital Management LLC, holding Series 65 and Series 63 licenses and 16 years of industry experience. His prior work includes roles at USA Benefits Group, Alliance America, Allstate Insurance Company, Ameritas, and Thrive Capital Management. Outside of advisory work, 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, utilizing diverse strategies tailored to client objectives and risk tolerance. The firm operates managed account programs with $103.6 million in discretionary assets under management and does not impose a minimum account size.

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.

William Dougherty is a financial advisor at Main Street Financial Solutions, LLC with 26 years of industry experience. He holds the CFP® and CFA® designations and previously worked at HARTFORD Funds Distributors, LLC for nine years. Outside of his advisory role, he is a 20% owner and partner in a real estate investment LLC, where he manages financial responsibilities. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an academic-based, multi-asset class investment approach focused on mutual funds and low-cost ETFs, complemented by the use of Independent Managers and alternative investment platforms, while also providing ERISA fiduciary consulting and institutional-level advisory services.

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.

Augustine Repetto is a CFP® with 23 years of industry experience. He has been with HBKS Wealth Advisors since 2017 and previously worked at Locust Capital Management LLC for 12 years. Outside of his advisory role, he serves as a board member for Studio Incamminati, an art school in Philadelphia. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm uses a variety of strategies and proprietary model portfolios, managing accounts on a discretionary basis while providing additional services through a network of affiliated businesses.

Mitchell Bednoff is a financial advisor at Sage Financial Group Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sage Financial Group since 1997. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors, offering investment management, financial planning, and family office services. The firm’s approach emphasizes fundamental analysis and a long-term purchase orientation, and it uniquely serves as adviser to affiliated private pooled real-estate funds, employing performance-based compensation structures.

Lisa Buono is a financial advisor at Girard Advisory Services, LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various related firms including Girard Pension Services, TCG Investment Advisory, and Girard Investment Services. 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, diversification, and tailored portfolio solutions through a proprietary research process and an Investment Committee, offering a range of strategies including tax-managed direct indexing and options overlays. Girard is a wholly owned subsidiary of Univest Bank and Trust Co., enabling access to integrated banking, trust, brokerage, and insurance services.

Christopher Yoder is a financial advisor at Ethos Financial Group, LLC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Almanack Investment Partners, JFS Wealth Advisors, LLC, and Ameriprise Financial Services, Inc. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering investment management and financial planning services. The firm utilizes model portfolios and a Core Allocation strategy focused on diversified, risk-conscious investments across various vehicles, supported by third-party research and operational AI tools.