Thomas Remmey is a financial advisor with Girard Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Girard Advisory Services and affiliated Girard Investment Services since 2015. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, retirement plan consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both individuals, including high-net-worth households, and plan sponsors and participants, employing a proprietary research process and offering a range of investment strategies with ongoing oversight.

William Cuthbertson II is a CFP® with 19 years of industry experience. He is currently with Main Street Financial Solutions, LLC, where he has worked since 2023, following a 17-year tenure at Ameriprise Financial Services, Inc. Main Street Financial Solutions serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs an academic-based, multi-asset class investment approach, combining passive and active strategies tailored to clients’ objectives and risk profiles.

Eric Zeltner is a CFP® with 11 years of industry experience currently advising at CW Advisors, LLC. His prior roles include positions at Congress Wealth Management, MainLine Securities, Stifel Nicolaus & Co, Bank of America, and Merrill. CW Advisors, LLC is a multi-team advisory firm serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs a Core-and-Satellite investment approach incorporating active, passive, quantitative, and ESG strategies, and provides investment management, comprehensive wealth planning, and family office services.

Patrick Devlin is a financial advisor at Legacy Advisors, LLC with seven years of industry experience. He has been with Legacy Advisors since 2020, following prior roles at Ironview Capital Management and Sei. Legacy Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm offers modular financial planning, portfolio management, retirement plan consulting, and third-party manager oversight, tailoring advice and portfolios to clients' objectives using a combination of fundamental and technical analysis.

Julia Schweibenz is a Series 65-licensed financial advisor with McAdam LLC, based in Radnor, PA. She has six years of experience at McAdam and a total of four years in the financial industry. Prior to her current role, she worked at Mario's Eastside Saloon and Weis Markets and attended the University of Pittsburgh. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm employs a discretionary approach to portfolio management, incorporating a range of traditional and specialized investments while providing customized client solutions.

Marc Bernstein is a financial advisor with Diversify Advisory Services, LLC, holding the ChFC® designation and Series 63 license. He has 42 years of industry experience, including roles at DFPG Investments, LLC, Hornor, Townsend & Kent, Inc, and Penn Mutual Life Insurance Company. Outside of advising, he is an attorney specializing in civil litigation and personal injury cases, serves on the endowment committee for Tiferet Bet Israel, is a board member of the American Technion Society Eastern Seaboard Region, and is an author working on a financial book. Diversify Advisory Services is an SEC-registered enterprise advisor serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management and consulting services tailored to client goals and risk tolerance.

Ryan Rabinowitz is a financial advisor at Legacy Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Legacy Advisors since 2014. Rabinowitz also works as a registered representative with M Holdings Securities, Inc. Legacy Advisors, LLC is a registered investment adviser managing approximately $4.18 billion in client assets. The firm serves pension and corporate retirement plans, charitable organizations, and both high-net-worth and non-high-net-worth individuals, offering portfolio management, financial planning, and retirement plan consulting with a combination of fund, fundamental, and technical analysis.

Jonathan Hommes is a CFP® professional with seven years of industry experience. He currently works at Facet and has prior experience at The Vanguard Group, Mariner Wealth Advisors, and NJ Standard Management. Outside of his advisory roles, he has held positions at William Paterson University of New Jersey and North Jersey Custom Construction Inc. 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 through phone, video, and a proprietary web platform. The firm employs model-based asset allocations focused on exchange-traded funds and utilizes technology-driven processes for tax-optimized implementation and ongoing portfolio management.

William Malloy is a CFA® charterholder with six years of industry experience, currently advising at Sage Financial Group Inc. since 2022. Prior to joining Sage, he worked at Reliance Standard Life Insurance and Janney Montgomery Scott. He also has a background in academia, having been affiliated with Temple University for five years. 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 provides family office services and manages affiliated private pooled real-estate funds, utilizing performance-based compensation structures uncommon among similar multi-team advisors.

Chase Candeub is a financial advisor at McAdam LLC with a Series 65 designation and one year of industry experience. Prior to joining McAdam LLC in 2026, he worked at McAdam Financial and holds a five-year work history at the University of Pittsburgh. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages client assets on a discretionary basis across a diversified range of investments and offers specialized products such as direct indexing and cryptocurrency exposure.

David Turbiner is a financial advisor with CW Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. Prior to joining CW Advisors in 2023, he worked at MainLine Securities LLC and MainLine Private Wealth, LLC, as well as Innovest Financial Management Inc. Mr. Turbiner is also a licensed attorney in Pennsylvania and Washington D.C. and serves as a trustee for two New Hampshire non-family trusts. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG strategies, and serves other registered investment advisers through a dedicated division.

Beth Peckman is a financial advisor at Capital Analysts with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Lincoln Investment Planning, Inc. since 1998. Capital Analysts serves a diverse client base including individual and high-net-worth investors, 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 advisors and firm-managed programs.

Jack Gawason is a CFP® and Series 65-licensed financial advisor with two years of industry experience, currently with Rockwood Wealth Management, LLC. Prior to joining Rockwood, he worked at Temple University and New Hope-Solebury High School. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses with holistic financial planning and ongoing investment management. The firm employs a structured, passive investment approach focused on globally diversified portfolios using mutual funds and ETFs, with a multi-advisor team managing multi-billion dollars in assets from a single office.

Jack Ventresca is a financial advisor at Rockwood Wealth Management, LLC with a Series 65 designation and two years of industry experience. He has been with Rockwood Wealth Management since 2024. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses with holistic financial planning and ongoing investment management. The firm employs a structured, passive investment approach using globally diversified portfolios primarily composed of mutual funds and ETFs.

Ryan Becker is a financial advisor at Legacy Advisors, LLC with Series 66 credentials and five years of industry experience. His prior roles include positions at SEI Investments and M Holdings Securities, Inc., as well as a four-year tenure at the University of Florida. Legacy Advisors, LLC manages approximately $4.18 billion in client assets and serves pension and corporate retirement plans, charitable organizations, and individual investors. The firm provides portfolio management, financial planning, and retirement plan consulting, combining various analytical approaches with ongoing manager monitoring and modular planning services.

Shanor Hawkins is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Santander Securities LLC since 2022 and previously spent 17 years at Citizens Investment Services Corp. Hawkins is part owner of Wealth Hawkins Group LLC, an entity created for owning real estate unrelated to his investment advisory work. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and other institutional clients. The firm offers wrap-fee advisory programs and financial planning services through a managed-account platform with third-party investment managers and centralized support.

Joseph Braut is a financial advisor with Santander Securities LLC, holding CFP® and ChFC® designations and over 30 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, LPL Enterprise, and Merrill Lynch. He has longstanding involvement with Genworth and John Hancock related to long-term insurance trails. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory AUM and provides investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to securities-based lending and insurance products. The firm’s investment management is delivered largely through the FMAX wrap-fee platform, which includes third-party discretionary managers and offers various overlay and ESG model options.

Kenneth Cordella is a financial advisor with Advisory Services Network holding Series 63 and Series 66 credentials and 14 years of industry experience. His work history includes roles at Platinum Wealth Advisors, The Vanguard Group, MUFG Union Bank, and Ascend Learning. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Michael Pultro is a financial advisor at Maridea Wealth Management with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial LLC, Mutual Service Corporation, First Allied Advisory Services, INC., and FFP Advisory Services Inc. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing nearly $2 billion in client assets through a 33-advisor team. The firm emphasizes diversified, tax-aware portfolios using low-cost mutual funds and ETFs and incorporates AI tools under human oversight to support research and administrative tasks.

Drew Nemeth is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Great Valley Advisor Group since 2014 and has an extensive career background including roles at Linsco Private Ledger since 2007. Nemeth also manages operations at Doylestown Wealth Management, Inc. 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, utilizing a blend of in-house strategies and third-party managers across various platforms.