Francis Burke Jr. is a financial advisor with M HOLDINGS SECURITIES, Inc. holding CFP® and ChFC® designations and 49 years of industry experience. He has worked at M. Holdings Securities since 2001 and has been with Perspective Financial Group LLC, an Alera Group Company, since 2011. Burke manages a seven-person team and provides services in insurance, investments, and financial, estate, and business planning. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and financial professionals. The firm offers a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, using both in-house portfolio managers and third-party sub-advisors.

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.

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.

Robert Shelton is a CFP® with 14 years of experience in the financial industry, previously practicing at Edward Jones from 2012 to 2026. He is currently affiliated with Kingsview Wealth Management, LLC. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and state or municipal clients. The firm provides financial planning and wealth management through both discretionary and non-discretionary advisory services, integrating internal portfolio management with third-party strategies and alternative investments.

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.

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.

Steven Eckroth Jr. is an advisor at Gradient Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing, Thrivent Financial, and Weichert Realtors, where he is also a licensed real estate agent. Eckroth is involved in Honey Badger Homes, LLC, a company managing real estate purchases. Gradient Advisors provides investment management, financial planning, and consulting services to a broad range of clients including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through third-party money managers and investment advisor representatives, offering a non-discretionary approach that incorporates fundamental, technical, and cyclical analysis.

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.

Ada Lubanski is a CFP® professional with eight years of industry experience. She has worked at BLBB Advisors since 2018 and previously at Glenmede Trust Company from 2015 to 2018. BLBB Advisors serves individuals, trusts, corporations, business owners, pension plans, and nonprofit organizations, managing approximately $3.25 billion in client assets primarily on a discretionary basis. The firm offers personalized financial planning and portfolio management across a range of risk-based investment objectives, incorporating models, individual securities, ETFs, alternatives, and third-party managers.

Gary Johnston is a CFP® professional with nine years of industry experience. He is currently with Facet Wealth Management, where he has worked since 2019. Prior to Facet, he was employed at SEI Investments Management Corp and SEI Investments Distribution Co for three years. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations using ETFs and technology-driven processes, including machine-learning algorithms for tax-optimized implementation and regular portfolio reviews.