Philip Cook is a financial advisor with Arax Advisory Partners, holding a Series 65 designation and 18 years of industry experience. He previously worked at Hirtle Callaghan & Co. for 13 years before joining SRS Capital Advisors, Inc. and later Arax Advisory Partners. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal and external portfolio management with tailored asset allocation and offers a range of advisory services, notable for its use of performance-based fee arrangements and carried interest structures for qualified investors and private funds.

Brian Todaro is a CFP® professional at Kathmere Capital Management, LLC with three years of industry experience. He has worked at Kathmere since 2020, previously employed at Ditech Home Loan and Rolling Green Golf Club, and studied at Penn State University. Kathmere Capital Management provides investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional sponsors. The firm employs a top-down, model-portfolio approach primarily using ETFs and no-load mutual funds, alongside individual securities and private fund allocations, overseen by an Investment Department and Committee.

William Burrough is a financial advisor at McAdam LLC with one year of industry experience. He holds a Series 65 designation and has worked at Di Bruno Bros. and AmeriSourceBergen, among other roles. Burrough is also the founder of Boys Pajama Drive, a charitable organization focused on fundraising and collection efforts. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides financial planning, investment management, and retirement-plan consulting, implementing portfolios through fundamental analysis and offering a range of strategies including alternative and specialized investments.

Daniel Morse is a financial advisor with Independence Square Holdings, LLC in King of Prussia, PA, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior experience includes roles at Private Advisor Group, LLC and LPL Financial, LLC. Outside of advisory work, he is involved in various insurance-related business activities, including life, disability, and long-term care insurance. Independence Square Holdings, LLC is a multi-team firm serving a diverse client base with independent investment advisory services.

Timothy Seeger is a financial advisor with Concurrent Investment Advisors, LLC in Radnor, PA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at UBS Financial Services for 11 years. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using customized portfolios of ETFs, mutual funds, individual securities, and alternative investments, serving over 10,000 clients with approximately $9.9 billion in assets under management.

Timothy O'Leary is a financial advisor with Manning & Napier Advisors, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes positions at SEI Investments Distribution Co., Raymond James Financial Services, and Nuveen Investments. Outside of his advisory role, he serves as Secretary of the Marlborough Hunting & Fishing Club and is a board member on the Finance Committee of the Concordville Fire and Protective Association. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary and non-discretionary management across various funds and accounts. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection, supported by specialized strategies and affiliated custody and trustee services.

Eugene Long is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He is president of Long Financial Group Inc. and serves as CFO and majority owner of Love Dogs, an online pet merchandise retailer. Additionally, he is a board member of the Scott Township Sewer Authority. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based, client-centered planning supported by proprietary software with an evidence-based investment approach that includes behavioral economics and multiple asset strategies.

Dennis Maguire Jr. is a financial advisor at Simplicity Wealth with 22 years of industry experience and holds the Series 66 designation. He has worked at Cetera and Mid-Atlantic Wealth Advisory, where he is also a principal. Maguire serves as president and CEO of KKH Capital Inc. and is a board member at The Hill School, participating in strategic decisions on operations and enrollment. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs and mutual funds, offers model portfolios monitored and rebalanced regularly, and combines advisory services with technology and operational support for other advisers through its managed account platform.

Michael Mccall is a financial advisor at Wedbush Securities Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Raymond James & Associates. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered investment advisory services. The firm provides a range of managed account solutions and combines broker-dealer, capital markets, custody, and prime services, including commodities and derivatives activities.

Emma Tranfalia is a financial advisor at McAdam LLC with five years of industry experience. She holds a Series 65 credential and has been with McAdam since 2020. Her prior work includes roles at Young Citizens, the John Heinz History Center, and various ventures outside the financial sector. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm employs a multi-team approach to tailor portfolios using fundamental analysis and integrates specialized investment exposures such as direct indexing and private funds.

Geoffrey Forcino is a financial advisor at Kathmere Capital Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Private Advisor Group, LLC, and LPL Financial. Outside of his advisory role, he is involved in providing fixed insurance solutions and serves as president of his own S-Corp. Kathmere Capital Management offers investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional sponsors such as pension plans, endowments, and foundations. The firm utilizes a top-down, model-portfolio approach primarily employing ETFs and no-load mutual funds, with additional allocations to individual securities, structured notes, and private funds when appropriate.

Shane Johnson is a financial advisor at M Holdings Securities, Inc. with 17 years of industry experience. He holds a ChFC® designation and a Series 63 license. Since 2011, he has been affiliated with Perspective Financial Group LLC and M Holdings Securities, Inc. He serves as a director of the Philadelphia Estate Planning Council, contributing to educational programming and member recruitment. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual, corporate, and retirement plan clients through a nationwide network of independent firms. The firm offers a range of advisory services including investment management, retirement plan consulting, and sub-advisory services, utilizing multiple sponsored platforms and third-party custodians.

Oshaka Pinto is a financial advisor at McAdam LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at McAdam LLC since 2017, with a prior role at Purshe Kaplan Sterling Investments in 2017. Pinto’s background also includes a position at St. Joseph's University. McAdam LLC provides financial planning, investment management, and retirement plan consulting for individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm offers discretionary portfolio management with diversified asset allocation, incorporates specialized investment exposures, and provides technology-supported reporting and planning services.

Patrick South is a financial advisor with Arax Advisory Partners and holds a Series 66 designation. He has 22 years of industry experience and has been a Managing Director and owner of SRS Investment Services, LLC since 2012, a partnership through which he collectively manages advisory efforts. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets with more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning and portfolio management, and utilizes both internal and external investment approaches with some performance-based fee arrangements.

Gary Siano is a financial advisor at Founders Financial Securities LLC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Founders Financial Securities since 2022, following a 15-year tenure at NEXT Financial Group Inc. He is also president of Guided Wealth Management LLC, where he is involved in the sales and service of insurance products, and serves as a consultant for Next Phase Financial, LLC, focusing on business succession and exit planning. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing approximately $4.1 billion in assets. The firm offers multiple advisory platforms, including managed portfolios, fee-based variable annuities, and 1031 exchange consulting, while delegating investment philosophies and portfolio management to its IARs.

Robert Campbell is a financial advisor with OneSeven in Malvern, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at B. Riley Wealth Advisors, Inc. and United Advisors Services, LLC. Outside of his advisory role, he is involved with RJ Campbell Investments, LLC, an investment-related business he operates as a DBA. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach with diversified portfolios and access to alternatives, utilizing both discretionary and non-discretionary arrangements.

Daniel Agoglia is a financial advisor with Independence Square Holdings, LLC and holds Series 63 and Series 66 licenses. He has 23 years of industry experience and has worked at firms including Private Advisor Group, LPL Financial, and The Philadelphia Group. Independence Square Holdings, LLC provides investment advisory, financial planning, and portfolio management services to individuals, retirement plans, corporations, nonprofits, and government entities. The firm employs a range of strategies and integrates both in-house management and third-party offerings, with a notable emphasis on digital platforms and algorithmic tools.

Elizabeth Madonna is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 designations and 15 years of industry experience. Her prior roles include positions at LPL Financial, Steward Partners Investment Solutions, Raymond James, Penn Mutual Life Insurance, Hornor Townsend & Kent, and ESI-Holmes Group. Great Valley Advisor Group is an SEC-registered, multi-team 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, utilizing a blend of in-house strategies and third-party managers across multiple platforms.

William Miller is a CFP® professional with 24 years of experience in the financial services industry. He currently works at PKS Advisory Services, LLC and has previously been employed at Ameriprise Financial Services, Inc. Miller also provides fixed insurance advice to clients as an insurance agent. PKS Advisory Services, LLC offers financial planning, consulting, and investment management services to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets and tailors portfolios using a mix of mutual funds, ETFs, independent managers, and individual securities based on clients’ risk tolerance and objectives.

Ayad Amary is a CFP® professional with 22 years of industry experience, currently serving as a Vice President and Senior Wealth Advisor at Wealthcare Capital Management LLC and Wealthcare Advisory Partners LLC since 2021. Prior to this, he worked at TIAA from 2015 to 2021. He volunteers as a board member for Victory House, a nonprofit organization providing shelter and support services for men and veterans transitioning from homelessness. Wealthcare Capital Management LLC is an SEC-registered multi-team firm managing approximately $3.03 billion for individuals, high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm offers a range of portfolio management and advisory services, utilizing model portfolios supplemented with alternative investments and overseen by an Investment Policy Committee using an evidence-based framework.