Erin Yake is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Prior to joining Sound Income Strategies, Yake has held positions at firms including Ameriprise, Merrill, Vanguard, and J.P. Morgan Securities. Outside of advisory work, Yake is involved in fixed insurance sales and client support through Poole Locke Associates. 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 services such as asset management, financial planning, and insurance planning through affiliated entities.

Eric Hershman is a financial advisor with Capital Analysts, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Capital Analysts Incorporated since 2001 and concurrently associated with Lincoln Investment since 2012. Outside of his advisory roles, he owns HERSHMAN & ASSOCIATES, which involves the sale and service of insurance-related products. 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, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and an in-house Investment Management & Research team.

Erich Hohenleitner is a financial advisor at McAdam LLC with six years of industry experience. He holds a Series 65 designation and has worked at McAdam since 2020. His prior roles include work with Adelphia Research Program, AMG Aluminum, McDermott Lawn Care, and Villanova University. McAdam LLC advises individuals, trusts, estates, and institutional clients, offering financial planning, investment management, and retirement plan consulting. The firm manages client portfolios using fundamental analysis and includes specialized investments such as direct indexing and private funds, with discretionary account management and ongoing portfolio review.

Christopher Colasurdo is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at McAdam LLC. He has worked at Madison Avenue Securities since 2025 and was with Purshe Kaplan Sterling Investments from 2014 to 2024. 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 portfolios on a discretionary basis, utilizing a range of investment vehicles including mutual funds, ETFs, independent managers, and alternative assets, and features offerings such as a tiered subscription planning product and monitored use of artificial intelligence tools.

Thomas Hayn is a financial advisor at Aegis Capital Corp. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing, Citizens Securities, Santander Securities LLC, Santander Bank Na, and New England Securities. Aegis Capital Corp. serves individual and corporate clients with investment advisory, financial planning, brokerage, and related financial services. The firm operates as both an SEC-registered investment advisor and a FINRA member broker-dealer, offering a mix of discretionary and non-discretionary advisory programs.

Daniel Hauschild Jr. is a CFP®-designated financial advisor with 25 years of industry experience. He currently works at TCFG Investment Advisors, LLC and has previously been affiliated with firms including Mariner, Valley Wealth Managers, Hallmark Capital Management, and J.P. Morgan Securities. TCFG Investment Advisors, LLC is an SEC-registered firm managing approximately $639 million in client assets with a team of 29 advisors. The firm serves individuals, profit-sharing plans, charities, and businesses using a variety of analytical methods and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Adam Soloff is a CFP® with 30 years of experience in the financial services industry. He is currently affiliated with Wealthcare Advisory Partners LLC and has a long tenure at LPL Financial. Soloff is also an author, having published a book titled *Mindful Finance*. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach incorporating patented software and behavioral economics, utilizing both passive and active investment strategies alongside dynamic rebalancing.

Sean Wilson is a financial advisor at Wealthcare Advisory Partners LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at JFS Wealth Advisors, Ascensus, and McAdam LLC. Outside of his advisory roles, he was involved with Crabhouse at Two Mile Landing from 2016 to 2018. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth management, investment management, financial planning, and access to alternative and private placement investments using a goals-based planning approach and evidence-based investment framework.

Kevin Ralph is a CFP® professional with 15 years of experience in the financial advisory industry. He is currently with Wealthcare Advisory Partners LLC and has been with the firm since 2018, following prior experience at LPL Financial starting in 2014. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using patented Wealthcare software and incorporates behavioral economics, quantitative metrics, and both passive and active investment strategies.

Henry Supinski III is an investment advisor with Wealthcare Capital Management LLC, holding Series 63, 65, and 66 licenses and four years of industry experience. He previously worked at Affinity Wealth Management LLC and has roles at both Wealthcare Capital Management and Wealthcare Advisory Partners, dividing his time between the two firms. Wealthcare Capital Management LLC is a multi-team SEC-registered adviser managing approximately $3.93 billion for over 5,600 clients. The firm offers comprehensive financial planning and discretionary portfolio management for individual and high-net-worth clients, emphasizing a long-term, evidence-based investment approach with behavioral economics integrated into its strategies.

David Emery is a CFP® with 22 years of industry experience, currently serving as an advisor at Waverly Advisors, LLC. His prior roles include positions at Planning Capital Management Corp and The Marshall Financial Group, Inc. He also teaches a personal finance course as an adjunct professor at Temple University. 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-market allocations, serving a broad client base that includes both non-high net worth and high net worth individuals.

William Fox is a Series 65-licensed financial advisor with McAdam LLC, based in Radnor, PA, bringing seven years of industry experience. Prior to joining McAdam, he worked at Penn Dot and Indiana University 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 using fundamental analysis and offers diversified investment options, including less liquid assets and digital exposures, while also providing subscription-based planning products and estate-document services.

Billy Webster Jr. is a financial advisor at Wharton Business Group, LLC in Malvern, PA, holding a Series 63 designation with 34 years of industry experience. He has been with Wharton Business Group since 2009. Wharton Business Group provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a combination of charting, fundamental and technical analysis with both long- and short-term purchase strategies, and incorporates artificial intelligence tools for operational support.

Bradley Wallick is a CFA® charterholder with 13 years of industry experience. He has been with Regal Investment Advisors LLC since 2018 and previously worked at Canby Grove Capital Inc. and Ct Financial Advisors, LLC. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management primarily to independent investment adviser representatives and, through subadvisor agreements, to other registered advisers. The firm serves a range of clients including individual, charitable, and corporate/business accounts using proprietary and third-party model portfolios.

Stephen Lee is a financial advisor at Logan Capital Management, Inc. with 33 years of industry experience. He has held roles at Logan Capital Management since 1994 and at Lcm Partners since 2000. Lee serves as treasurer for The Philadelphia Charity Ball, a nonprofit organization focused on fundraising. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for individual and institutional clients. The firm employs a combination of macroeconomic analysis, proprietary quantitative screens, fundamental research, and technical analysis across various equity and fixed-income strategies.

Bradley Williams is a financial advisor at BC Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MAFG RIA Services, Inc. for 10 years. Outside of his advisory role, he serves as president of the Old Grad Award Foundation, a scholarship organization, and volunteers as a board member for Business Leadership Organized for Catholic Schools. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, and institutional clients. The firm focuses on non-discretionary investment management utilizing fundamental analysis, charting, and a range of strategies including long-term, short-term, trading, options, and alternatives.

Carl Schultz is a financial advisor at Waverly Advisors, LLC with 45 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Waverly Advisors in 2025, he worked at Forefront Wealth Management, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a co-trustee with a family member and holds power of attorney for his father. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, providing both discretionary and non-discretionary portfolio management alongside financial planning and multi-family office services.

James Mccrory is a financial advisor with Realta Investment Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has been with Realta Investment Advisors and Realta Equities since 2016. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm employs asset allocation strategies across various investment types and provides portfolio management through both in-house and third-party managers.

Jason Delcollo is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and six years of industry experience. His prior work includes roles at LPL Financial, Hornor Townsend & Kent LLC, and Penn Mutual Life Insurance Company. He also works as a physician with AFC Urgent Care in Aston. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, high-net-worth clients, 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 to tailor portfolios to client objectives.

James Vanderwaal is a CFP® with 44 years of industry experience, currently advising at Kovack Advisors, Inc. since 2015. His prior experience includes work at Kovack Securities Inc. and Lyons Insurance Agency, Inc., where he has been involved since 1995. Outside of his advisory work, he is involved in health and wellness through Hope in a Bottle and serves as president of a fixed insurance agency. Kovack Advisors, Inc. is a multi-team registered investment adviser with roughly 260 advisors and over $6 billion in client assets. The firm serves a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, banks, and government entities, employing a blend of internally created and third-party models to manage portfolios across multiple custodians.