Nicholas Greco is a CFP® and Series 66-registered advisor with four years of industry experience. He is currently with Facet and previously worked at The Vanguard Group, Inc., Morgan Stanley, and The Wolk Law Firm. Outside of finance, he operated Greco Pressure Washing & Property Services for six years. Facet Wealth offers subscription-based financial planning and discretionary investment management to a broad range of individual clients. The firm emphasizes technology-driven, model-based asset allocation primarily using ETFs and provides comprehensive planning services through remote channels.

Douglas Waltz is a financial advisor with Founders Financial Securities LLC who holds a Series 66 designation and has three years of industry experience. Prior to his current role, he worked for Liberty Mutual Insurance Company for 35 years. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, access to third-party asset managers, financial planning, retirement consulting, and brokerage and insurance services, with investment approaches implemented through various firm programs and non-traditional delivery methods.

Ben Sheridan is a financial advisor at Nations Financial Group, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, JPMorgan Securities LLC, and several other firms. Sheridan serves as a board member and treasurer of Squash Dreamers, a nonprofit organization providing youth enrichment programs for refugee girls in Jordan. Nations Financial Group, Inc. offers advisory services to a wide range of clients, including individuals, pension plans, trusts, charitable organizations, and businesses. The firm provides discretionary and non-discretionary portfolio management, pension consulting, and multiple model portfolio options employing various investment strategies and risk profiles.

Robyn Jameson is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Merit Financial Advisors. She has held roles at Purshe Kaplan Sterling Investments and Trinity Financial Partners, among others. Outside of her advisory work, she serves as Treasurer and board member for the nonprofit Intimate Allies and participates in various community and development committees. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors and $23.9 billion in client assets. The firm offers coordinated wealth-management services tailored through a diversified investment approach combining centrally managed sleeves, model allocations, and advisor customization.

Thomas Shultz is a financial advisor with Realta Investment Advisors, Inc. in Wilmington, DE, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Realta Equities, Titan Securities, Coastal Investment Advisors, and ProEquities. Outside of his advisory work, he is involved in multiple entrepreneurial ventures, including managing partner roles at Lyfebeast, LLC and AZMedicare101, where he hosts educational workshops on Medicare. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and implements diversified strategies across various asset classes, utilizing in-house and third-party management platforms.

William Bradley III is a ChFC® credentialed financial advisor with 45 years of industry experience. He is currently with Wealthcare Advisory Partners LLC and has previously worked at Financial Advisors of Delaware Valley and Principal Life Insurance Co. He is also active as an insurance agent, providing consulting, sales, and service in fixed life and annuities, long-term care, disability, group, and health insurance. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, offering wealth management, investment management, financial planning, and access to alternative and private placement investments through a goals-based, client-centered planning process supported by proprietary technology.

Eric Lanshe is a CFA® charterholder with 26 years of industry experience. He is currently with CW Advisors, LLC and has held previous roles at firms including APW Capital, Inc., CMS Wealth Management, and Merrill. CW Advisors, LLC is a multi-team firm offering investment management, comprehensive wealth management, financial planning, and family office services to a wide range of clients including individuals, trusts, estates, and various business entities. The firm employs a Core-and-Satellite investment approach, combining active, passive, quantitative, and ESG strategies, and operates within a larger corporate group providing additional trust and alternative investment services.

Dante Wright is a Series 65-licensed financial advisor at McAdam LLC with three years of industry experience. He has been affiliated with McAdam LLC and its associated brands Cornerstone Capital Planning and RetireUS since 2021 and previously worked at Roche Financial. His background also includes roles in academia and hospitality. McAdam LLC serves a diverse client base including individuals, trusts, estates, and institutions, offering financial planning, investment management, and retirement plan consulting. The firm employs a range of investment strategies, from traditional securities to specialized exposures, and provides innovative products such as a tiered weekly subscription planning service and estate-document creation.

William Fitzpatrick is a CFA® charterholder with seven years of industry experience. He has been with Logan Capital Management, Inc. since 2019 and previously worked at Manulife from 2011 to 2019. Logan Capital Management is an SEC-registered investment adviser managing approximately $3.1 billion in assets with a 16-advisor team serving around 1,800 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and sub-advisory services, utilizing a combination of top-down macroeconomic analysis and fundamental and technical approaches across various equity and fixed-income strategies.

Cody Diamore is a financial advisor at McAdam LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Madison Avenue Securities and Purshe Kaplan Sterling Investments prior to his current role. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses fundamental analysis to manage portfolios across mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial-planning model along with access to alternative and specialized investment strategies.

Michael D'avella is a financial advisor at Tucker Asset Management LLC with 21 years of industry experience. He holds a Series 63 designation and has been with Tucker Asset Management since 2015. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, retirement plan advisory, and consulting services. The firm employs a top-down, macroeconomic asset-allocation process and integrates a range of strategies including growth, fixed income, direct indexing, and alternative investments.

Lauren Doolan is a Certified Financial Planner® with 13 years of industry experience. She is currently a financial advisor at McAdam LLC, where she has worked since 2014, and previously held a role at Purshe Kaplan Sterling Investments. Doolan also operates Doolan Financial, an LLC she created for marketing and advertising purposes. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses fundamental analysis to construct portfolios with a range of investment vehicles and offers a tiered weekly financial-planning subscription alongside alternative and specialized strategies.

Edward Munch is a financial advisor with Nations Financial Group, Inc. in Wayne, PA, holding a Series 66 designation and 10 years of industry experience. He worked at Wells Fargo Advisors from 2015 to 2019 before joining Nations Financial Group in 2019. Outside of his advisory role, he is also an employee at McClockey Financial Group, where he engages in research, client reporting, order entry, and technology support. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a range of proprietary model portfolios and offers tailored investment strategies combining discretionary and non-discretionary management options.

Stephen Bach is a CFP® professional with 25 years of experience in financial advising, currently affiliated with Capital Analysts. He has been with Lincoln Investment Planning, Inc. since 2001. Outside of his advisory role, he serves as Treasurer and a board member on the finance committee of Grace Bible Fellowship Church in Wallingford, PA. Capital Analysts provides investment management and advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management through proprietary investment models and third-party managers, supported by institutional relationships and a nationwide network of independent advisors.

Jennifer Rosen is a financial advisor at Logan Capital Management, Inc. with 12 years of industry experience. She holds a Series 65 designation and has been with Logan Capital Management since 2012. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for a diverse client base, including high-net-worth individuals, retirement plans, and institutional investors. The firm employs a combination of macroeconomic analysis, proprietary quantitative screens, fundamental research, and technical analysis across various equity and fixed-income strategies.

David Forrest is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Simplicity Wealth and Evergreen Retirement Solutions. Forrest is also the founder and CEO of Doctor Protectors, LLC, a firm providing insurance solutions and advice to physicians, dentists, and affluent individuals. Additionally, he serves as a board member for the Walnut Farms Homeowners Association. Simplicity Wealth serves a broad client base including individuals, high-net-worth investors, retirement plans, and institutional investors. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios that are monitored and rebalanced regularly, as well as technology and operational services for other advisors.

Joseph Radico is a financial advisor at McAdam LLC with five years of industry experience. He holds a Series 65 designation and has worked at McAdam since 2020. Prior to his advisory role, Mr. Radico held positions at Comcast National Call Center, Springfield Country Club Golf Course, Temple University, and Springfield High School. 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 manage portfolios across a multi-advisor platform and offers a tiered weekly financial-planning subscription alongside access to alternative and specialized investment strategies.

Bernard Comber Jr. is a financial advisor at Capital Analysts with over 33 years of industry experience. He holds a Series 63 designation and has been associated with Capital Analysts since 2003. In addition to his advisory role, he owns and operates a certified public accounting practice. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering customized portfolio management through a combination of in-house and third-party investment resources.

Charles Sobel is a financial advisor at Realta Investment Advisors, Inc. in Wilmington, Delaware, holding a Series 66 credential with 16 years of industry experience. He has been associated with Realta Equities, Inc. and Realta Investment Advisors, Inc. since 2009. Outside of his advisory work, Sobel serves as a Sunday school teacher at Beth Emeth. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, pension and profit-sharing plans, and institutional clients. The firm employs a personalized approach to portfolio management and retirement consulting, utilizing a broad range of investment vehicles and third-party manager programs.

Christopher O'Keefe is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has worked at Logan Capital Management, Inc. since 2019 and previously spent 18 years at Manulife/John Hancock. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for a diverse client base, including high-net-worth individuals, retirement plans, and institutional investors. The firm employs a combination of top-down macroeconomic analysis, proprietary quantitative screens, fundamental research, and technical analysis across various equity and fixed-income strategies.