Sarah Menkes is a financial advisor with Logan Capital Management, Inc., holding a Series 65 credential and six years of industry experience. She has been with Logan Capital Management since 2019 and previously worked at Manulife Asset Management and John Hancock Funds, Inc. from 1998 to 2019. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for a diverse client base that includes high-net-worth individuals, institutional clients, retirement plans, and public funds. The firm utilizes a combination of top-down macroeconomic analysis, proprietary quantitative screens, fundamental research, and technical analysis across equity and fixed-income strategies.

Merton Breisch is a CFA® charterholder with 25 years of industry experience. He has worked at Logan Capital Management, Inc. since 2019 and previously spent 19 years at Manulife Investment Management. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for individual and institutional clients. The firm combines macroeconomic analysis with quantitative screens, fundamental research, and technical analysis to offer a range of equity and fixed-income strategies, along with discretionary and non-discretionary portfolio management and ERISA retirement plan consulting.

Thomas Redman is a financial advisor at McAdam LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at McAdam LLC since 2015, including his current role since 2020, as well as a prior position at Purshe Kaplan Sterling Investments from 2015 to 2017. 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 construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a range of services including financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting.

Clark Schweitzer is a CFP® professional with 14 years of industry experience. He is currently with Diversified, LLC and has previously worked at SEI Investments Management Corp and SEI Investments Distribution Company. Schweitzer holds Series 63 and Series 65 licenses. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm uses a two-phase planning process and tailors asset allocation to clients’ objectives and risk tolerances, often employing third-party managers and platforms to support its services.

Matthew Ligman is a financial advisor at Merit Financial Advisors with three years of industry experience. He holds the Series 66 designation and has worked at firms including Cetera Investment Advisers and PNC Bank. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm offers wealth-management services such as asset management and financial planning, employing a long-term, diversified investment approach supported by an internal Investment Management team and Investment Committee.

Richard Bell Jr. is a financial advisor at Waverly Advisors, LLC with 33 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Planning Capital Management Corp. for 24 years. Bell serves on the finance committee for Medford Leas Retirement Community in Medford, NJ. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management, financial planning, and retirement consulting services.

John Demasi is a financial advisor at CW Advisors, LLC with 22 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining CW Advisors, he worked at Cms Wealth Management and APW Capital, INC. for eight years each and has been self-employed since 2015. Demasi is also involved in benefit education and health insurance consulting through his roles in related businesses. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, pension plans, and corporations. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and offers wealth management, family office services, retirement plan advisory, and sub-advisory solutions.

Conor O'Malley is a financial advisor at McAdam LLC with three years of industry experience. He holds a Series 65 designation and has worked with McAdam LLC-affiliated entities since 2021. Outside of his advisory role, he is also employed as a bartender at City Tap House Logan Square. 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, employing a multi-advisor platform with approximately $2.29 billion in discretionary assets under management.

Liam Mc Guire is a financial advisor at Capital Analysts with two years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment and Azie Media. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm’s investment decisions are guided by an in-house Investment Management & Research team and it offers discretionary and non-discretionary portfolio management, custom portfolios, and access to third-party managers.

Thomas Ginty is a CFP® professional with 15 years of industry experience, currently serving at Wedmont Private Capital. His prior experience includes roles at Facet Wealth, TD Ameritrade, and Raymond James & Associates. Wedmont Private Capital provides financial planning and discretionary investment management to individuals, charities, corporations, and employee benefit plans, using a fixed advisory fee model. The firm employs a predominantly passive investment approach based on modern portfolio theory, with diversified and tax-aware allocations, while also offering selective use of specialized strategies for qualified clients.

Kevin Nicholson is a financial advisor with The Ascent Group, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Ameritas Life Insurance, Triad Advisors, and OSAIC. In addition to his advisory work, he is a licensed independent insurance agent and co-owner of Walsh & Nicholson Financial Group. The Ascent Group, LLC provides investment management, financial planning, and consulting services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm manages approximately $4.76 billion in assets and employs a combination of discretionary and non-discretionary portfolio management, model portfolios, and third-party managers, serving a broad client base through a 15-advisor team.

Kevin Rafferty is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He worked at Hornor Townsend & Kent Inc for eight years before joining LPL Financial LLC in 2024. Rafferty is also licensed to sell life, health, and fixed annuity insurance products in Pennsylvania. 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 combination of in-house strategies and third-party managers across various sponsored platforms.

James Trevouledes is a CFP®-certified financial advisor with eight years of industry experience, currently with McAdam LLC in Radnor, PA. He has worked at Madison Avenue Securities and Purshe Kaplan Sterling Investments and has been associated with McAdam LLC and its affiliated brands since 2018. McAdam LLC provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm manages portfolios using a variety of investment vehicles and strategies, including direct indexing and private funds, and offers a tiered subscription planning product alongside discretionary account management.

Mary Fugler is a financial advisor at Logan Capital Management, Inc. with 15 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at several firms including Parker Street Securities LLC and Washington Peak Investment Advisors LLC. Outside of her advisory role, she is a licensed real estate sales associate in Florida, involved in buying and selling property on weekends. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for individual and institutional clients. The firm employs a combination of macroeconomic analysis, proprietary quantitative screening, fundamental research, and technical analysis across diverse equity and fixed-income strategies.

William Schumacher is a CFP® with six years of industry experience. He has worked at Kathmere Capital Management, LLC since 2022 and previously was with The Vanguard Group, Inc. from 2017 to 2021. Before his financial career, he attended Clemson University. Kathmere Capital Management, LLC provides 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 employs a top-down, model-portfolio approach primarily using ETFs and no-load mutual funds, with discretionary and non-discretionary account management.

Isaiah Carroll is a Series 65-licensed financial advisor with McAdam LLC, based in Radnor, PA. He has six years of industry experience, including roles at Home Depot Pro and Passantes Home prior to joining McAdam in 2019. 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 using mutual funds, ETFs, independent managers, and individual securities, and offers a range of financial planning and specialized investment strategies through a multi-advisor platform.

Thomas Williams is a financial advisor at McAdam LLC in Radnor, PA, holding a Series 65 credential with five years of industry experience. His prior work includes positions at The Continental Midtown and various hospitality and service roles. McAdam advises a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm provides financial planning, investment management, retirement plan consulting, and uses a discretionary approach with portfolios tailored through fundamental analysis and periodic reviews, incorporating a range of traditional and alternative investment strategies.

Michael Martin is a financial advisor with Great Valley Advisor Group, LLC and holds Series 63 and Series 65 credentials. He has 34 years of industry experience, including roles at Great Valley Advisor Group since 2013 and LPL Financial Corporation since 2009. Martin is also involved with Peters Financial Planning Corporation, working there as a registered investment advisor. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

Elizabeth Gavin is a financial advisor at Modera Wealth Management, LLC with 13 years of industry experience. She holds a Series 65 designation and previously worked at Independence Advisors, LLC for 14 years before joining Modera in 2021. Modera Wealth Management, LLC 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 based on Modern Portfolio Theory, utilizing diversified portfolios and a range of strategies including independent managers, private-placement opportunities, and optional ESG integration.

Andrue Nicholas is a financial advisor with The Ascent Group, LLC, holding Series 65 and Series 63 licenses and starting his career in 2026. Prior to joining The Ascent Group, he has experience with Osaic Wealth, Alera Group, Hardenbergh Insurance Group, Citrin Cooperman, Group One Trading, and The Haverford Trust Company. The Ascent Group, LLC provides investment management, financial planning, and consulting services to a broad range of clients, including individuals, high net worth clients, families, trusts, businesses, institutions, and retirement plans. The firm combines discretionary and non-discretionary portfolio management with a variety of model portfolio options and digital delivery platforms, managing approximately $4.76 billion in assets across 4,177 clients.