Eric Hough is a financial advisor at Great Valley Advisor Group, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Credit Suisse Securities (USA) LLC for 15 years and Scire Capital Partners, LLC for 7 years. 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 through a network of approximately 190 advisors, employing a mix of in-house strategies and third-party managers across various platforms.

Christine Mcewan is a financial advisor at Independence Square Holdings, LLC with 12 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Truist Investment Services, Suntrust Advisory Services, Sun Trust Investment Services, and BB&T Securities. Independence Square Holdings, LLC offers investment advisory, financial planning, pension consulting, and portfolio management services to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm utilizes a mix of fundamental, quantitative, technical, and modern portfolio theory approaches to create customized or model-based portfolios and combines in-house portfolio management with third-party managers and algorithmic guided wealth portfolios.

Stephen Peters is a financial advisor with IPI Wealth Management, Inc. in Pottstown, PA, holding a Series 66 designation and two years of industry experience. He has operated Advantage Tax Prep & Services as a partner and tax accountant since 2014 and serves as an insurance agent and controller at Advantage Insurance Group since 2013. IPI Wealth Management provides investment management, financial planning, and access to third-party asset managers and TAMP programs for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets through a team of 66 advisors and offers a range of proprietary, risk-based model portfolios managed on a discretionary basis with quarterly Investment Committee reviews.

Patrick Aitcheson is a financial advisor with Santander Securities LLC, holding a Series 66 designation and 17 years of industry experience. His career includes roles at J.P. Morgan Securities and Santander Bank, NA. He is currently based in Newtown, PA. Santander Securities LLC provides investment advisory services to a diverse client base, including individuals, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and centralized client support.

Christopher Vorgity is a financial advisor with Santander Securities LLC in Philadelphia, PA, holding Series 63 and Series 65 credentials and with 10 years of industry experience. His prior roles include positions at DoorDash, Citizens Securities Inc., and Citizens Bank. Santander Securities LLC provides investment advisory services to a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and providing ongoing compliance and suitability reviews.

Vincent Panvini Jr. is a financial advisor with Legacy Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Legacy Advisors since 2003 and with M Holdings Securities, Inc. since 2006. Panvini serves on the board of The Legacy Foundation, a charitable organization involved in grant voting. Legacy Advisors, LLC manages approximately $4.18 billion in client assets, serving pension and corporate retirement plans, charitable organizations, and individual investors. The firm offers both discretionary and non-discretionary portfolio management and provides pension consulting, participant education, and modular planning services alongside ongoing oversight of third-party managers.

Suzanne Malik is a financial advisor at Modera Wealth Management, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Modera since 2021, following prior roles at Independence Advisors, LLC and Trinity Wealth Management, LLC. Outside of finance, she was involved with The International Society of Hypnosis and The Greater Philadelphia Society of Clinical Hypnosis. 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 grounded in Modern Portfolio Theory, using diversified portfolios supplemented by independent managers, private-placement opportunities, and optional ESG integration.

Edward Rorer is a financial advisor at Copeland Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Rorer Asset Management, LLC since 1999. Copeland Capital Management provides discretionary and non-discretionary portfolio management, model-delivery, and sub-advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, trusts, foundations, corporations, and institutional investors. The firm employs a conservative, dividend-growth oriented investment approach that integrates fundamental, quantitative, macroeconomic, and technical analysis across multiple market-cap strategies and asset classes.

Matthew Mcclendon is a Certified Financial Planner® (CFP®) and Chartered Financial Analyst (CFA®) with 20 years of industry experience. He has been with Ethos Financial Group, LLC since 2026 and previously worked at The Vanguard Group, Inc. for 11 years. Ethos Financial Group serves individuals—including high-net-worth clients—trusts, estates, governmental entities, and charitable organizations, offering investment management, financial planning, estate planning, and consulting services. The firm uses model portfolios and a core allocation strategy focused on diversified, risk-conscious investments and incorporates third-party research alongside AI tools for operational support.

Thomas Flynn is a CFP®-certified financial advisor with eight years of industry experience. He currently works at Girard Advisory Services, LLC and has been with affiliated firms since 2017. His background includes roles at Univest Bank and Trust Co. and the Manoa Tavern. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm provides wealth management, retirement plan consulting, and related services using a proprietary research process and a wide range of investment strategies, supported by its affiliation with Univest Bank and Trust Co. and related entities.

Jonathan Zerges is a financial advisor with StoneX Advisors Inc. and holds a Series 66 designation. He has 17 years of industry experience and has been with StoneX Advisors since 2016. Outside of his advisory role, he serves as Board President of Friends of Merion Gateway Park and is a board member of the Merion Civic Association. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA plan consulting. The firm utilizes multiple account structures and model-based solutions delivered through independent advisors and an in-house Private Client Group.

Michael Neill is a CFP® and ChFC® with 22 years of experience in the financial services industry. He currently works at Gladstone Wealth Partners and LPL Financial, having joined Gladstone in 2021. His prior experience includes over a decade at Morgan Stanley in various roles. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individual and high-net-worth investors, corporations, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and use third-party managers and model portfolios to meet client needs.

Timothy Bolinski is a CFP® professional with 12 years of industry experience. He has worked at CliftonLarsonAllen Wealth Advisors, LLC since 2018 and previously at Janney Montgomery Scott from 2015 to 2018. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.

Eric Long is a CFP® with 21 years of industry experience, currently serving at Independence Square Holdings, LLC since 2019. He previously worked at Private Advisor Group, LLC and LPL Financial, LLC. Independence Square Holdings, LLC is a multi-team firm with 37 advisors that provides investment advisory services through independent and hybrid structures.

Stephen Clubb is a financial advisor at IAMS Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing, Delaware Valley Advisors, and Minnesota Life Insurance Company. He is also an independent insurance agent specializing in life, health, disability, long-term care, and annuities. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily uses discretionary portfolio management tailored to client objectives and risk tolerances, employing proprietary and third-party model portfolios along with an asset-allocation approach.

Michael Mcconahy is a financial advisor with Ethos Financial Group, LLC, holding a Series 66 designation and 17 years of industry experience. Prior to joining Ethos in 2022, he worked at Almanack Investment Partners and MerCap Securities, LLC. Outside of his advisory role, he serves as a board member and treasurer for a nonprofit coffee shop supporting disadvantaged youth and is a 50% owner of an insurance agency. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, providing investment management, financial planning, estate planning, and insurance consulting. The firm uses diversified, risk-conscious model portfolios and combines index-based exposures, supplementing its process with third-party research and AI tools for operational support.

Shawn Dempsey is a financial advisor with Great Valley Advisor Group, LLC, holding Series 65 and Series 63 credentials and 11 years of industry experience. He previously worked at Hornor, Townsend & Kent, Inc. for ten years and is currently associated with Penn Mutual Life Insurance Company. 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 through a large network of advisors, emphasizing individualized portfolio construction and ongoing oversight using a mix of in-house and third-party strategies.

Thomas Walls is a financial advisor with Lombard Advisers Incorporated in Plymouth Meeting, PA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Lombard Advisers since 2000 and has prior experience with North American Life Assurance Co and Mutual of New York dating back to the early 1980s. Outside of his advisory role, he operates Thomas Walls & Associates for tax purposes. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary programs and uses a combination of fundamental, technical, charting, and cyclical analysis to construct and monitor portfolios.

Matthew Lugar is a CFP® professional with 16 years of industry experience. He is currently with Kathmere Capital Management, LLC and has previously worked at TGS Financial Advisors, SEI Investments, Infosys, and Vanguard. Kathmere Capital Management, LLC offers investment management, financial planning, family office services, and retirement plan consulting to both individual clients, including high-net-worth individuals, and institutional sponsors. The firm employs a top-down, model-portfolio approach emphasizing ETFs and no-load mutual funds while allowing for individual securities and private fund investments, with client oversight and routine rebalancing.

Richard Catanese is a financial advisor with Independence Square Holdings, LLC, holding a Series 66 designation and over 25 years of industry experience. He has worked at Independence Square Holdings since 2019 and previously held roles at Private Advisor Group, LLC and LPL Financial. Independence Square Holdings, LLC provides investment advisory, financial planning, pension consulting, and portfolio management services to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory approaches, offering both discretionary and non-discretionary relationships along with access to third-party managers and affiliated private investment funds.