Andrew Phelan is a financial advisor at McAdam LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at McAdam LLC since 2014, as well as previously at Purshe Kaplan Sterling Investments. 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 fundamental analysis approach and offering a variety of investment strategies, including alternative and specialized products.

Jalen Campbell is a Series 65-licensed financial advisor at McAdam LLC with eight years of industry experience. He has been with McAdam since 2018 and previously worked at Always a Part Rentals and Blue Knob All Seasons Resort. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, managing client accounts on a discretionary basis with a diversified approach that incorporates both traditional and specialized investment exposures.

Brandon Labbe is a Series 65-licensed financial advisor at Elm Wealth with two years of industry experience. Before joining Elm Partners Management LLC in 2023, he held roles in accounting and various other sectors, including positions at PGM Accounting and The Philadelphia Orchestra. Elm Wealth manages over $3 billion in discretionary assets across a variety of investment vehicles, including an exchange-traded fund, private funds, and separately managed accounts. The firm employs a rules-based, dynamic asset allocation strategy that incorporates valuation and momentum signals to adjust portfolios on a regular basis.

Erik O'Neal is a CFP® with 13 years of industry experience and currently serves as an advisor at Bryn Mawr Trust Advisors, LLC. He previously worked at West Capital Management, Inc. for nine years and is the owner of O'Neal Consulting Group, LLC, a former financial services consultancy. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, endowments, foundations, corporations, and other entities. The firm offers customized investment policy statements and diversified portfolios using a variety of investment vehicles, including ESG strategies through third-party providers, and maintains co-advisory relationships with WSFS Bank and other trust companies.

Abdul Khaliq is a financial advisor with BCG Securities, Inc., holding a Series 66 designation and 16 years of industry experience. He has worked at BCG Securities since 2018 and previously held positions at Bank of America and Merrill. BCG Securities serves institutional retirement plans and individual clients with accounts generally above $25,000, providing portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes written investment policy statements and tailored recommendations, often implementing advice on a non-discretionary basis, and uses independent third-party managers as part of its investment approach.

Clinton Lynch is a CFP® with 19 years of industry experience, currently serving as a financial advisor at CW Advisors, LLC. His prior roles include positions at Congress Wealth Management, Apexium Financial, Charles Schwab, TD Ameritrade, and Eaton Vance Management. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base and employs a Core-and-Satellite investment framework that integrates active, passive, strategic, quantitative, and ESG strategies across various asset classes.

Marc Gaillard II is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds a Series 66 designation and has 11 years of industry experience. Prior to joining Mutual of Omaha in 2018, he worked at Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. Outside of his advisory role, he is involved in several non-investment activities, including serving as president of a nonprofit financial education organization and authoring faith-based personal development books. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and emphasizes a model portfolio approach, working alongside related broker-dealer and insurance businesses within the Mutual of Omaha group.

Alyssa Zentner is a CFP® and holds a Series 66 license with six years of industry experience. She is currently with Choreo, LLC in Cherry Hill, NJ, where she has worked since 2026. Prior to that, she spent ten years at PNC. Choreo serves a diverse client base, including individual and high-net-worth investors, family offices, and institutional clients, offering a range of advisory services from portfolio management to outsourced CIO services. The firm employs a strategic, quantitative investment process and provides specialized advisory services such as 1031 like-kind exchange and Deferred Sales Trust™ consulting.

William Resweber is a financial advisor at MyCIO Wealth Partners, LLC with a Series 65 designation. He has been in the industry since 2022, with prior experience including a role at Macquarie Asset Management and positions at Drexel University and Strath Haven High School. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm emphasizes non-discretionary portfolio management and offers a range of investment options including mutual funds, private investment funds, and alternative investments.

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.

Michael Kostiuk is a Series 66-licensed financial advisor with over 10 years of industry experience. He has been with BCG Securities, Inc. since 2013 and has worked concurrently with Horace Mann Investors, Inc. and Horace Mann Companies since 2019. BCG Securities serves institutional retirement plans and individual clients with accounts generally above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes written investment policy statements, tailored recommendations, and often implements advice on a non-discretionary basis while utilizing independent third-party managers and a variety of analytical approaches.

Daniel Weiss is a financial advisor with Arkadios Wealth Advisors in Ardmore, PA, holding Series 63 and 65 licenses and having 17 years of industry experience. He has worked at several firms, including Cetera, Voya Financial Advisors, and W Financial Advisors, where he is also the owner. Weiss serves on the board of the JCC Kaiserman community center and refers clients to Medicare assistance services. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans that integrate fundamental, technical, and cyclical analysis, deploying portfolios through internally managed accounts, model portfolios, wrap accounts, and selected third-party managers.

Michael Blahusch is a CFP® professional with 16 years of industry experience, currently serving at McAdam LLC. He has been associated with McAdam LLC dba Cornerstone Capital Planning Group since 2014 and with McAdam, LLC dba RetireUS since 2022. Outside of his advisory roles, he is president of RetireUS Inc, a technology platform focused on financial wellness. McAdam advises a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm offers financial planning, investment management, and retirement plan consulting, utilizing a range of asset classes and incorporating specialized investments such as private funds and cryptocurrency exposure.

Gregory Taglienti is a financial advisor with Capital Analysts in Marlton, NJ, holding a Series 66 designation and 19 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2007 and briefly at Ameriprise in 2007. Outside of his advisory role, he operates the Law Office of Gregory J. Taglienti, LLC, providing legal services to the public and other legal professionals. Capital Analysts serves retail and institutional clients, including high-net-worth investors, trusts, and charitable organizations, offering portfolio management and retirement-plan advice through a nationwide network of independent advisors. The firm employs both discretionary and non-discretionary investment management, utilizing a proprietary mutual-fund screening process and maintaining institutional relationships to support its services.

Michael Harriett is a financial advisor at Capital Analysts with 10 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Lincoln Investment Planning and Lincoln Investment. Harriett serves as a board member for the Lambertville, New Jersey Parks & Recreation department. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and manages discretionary investment portfolios using a proprietary mutual fund screening process.

Brian Walsh is a financial advisor with The Ascent Group, LLC, holding the ChFC® designation and over 40 years of industry experience. His career includes roles at OSAIC, Triad Advisors, and Ameritas Life Insurance, among others. Outside of his advisory work, Walsh is involved in motivational speaking and serves as immediate past president on the board of trustees for the Million Dollar Round Table Foundation. The Ascent Group, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, families, and institutions. The firm employs a combination of discretionary and non-discretionary portfolio management, model-based strategies, and third-party managers, supported by digital platforms such as Schwab Intelligent Portfolios.

Charles Posnecker is a CFP® and CFA® with seven years of industry experience, currently serving at Bryn Mawr Trust Advisors, LLC. His prior roles include positions at Bryn Mawr Capital Management, Cypress Capital Management, and Christiana Trust. He holds board and investment committee roles with the Delaware Community Foundation and Spotlight Delaware, participating in portfolio review and investment policy oversight. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other entities. The firm offers customized investment policies and diversified portfolios using a range of investment vehicles, including ESG strategies through third-party providers, and maintains co-advisory relationships with WSFS Bank and other financial institutions.

Jonathan Michewicz is a CFA® charterholder with 15 years of industry experience. He has been with MyCIO WEALTH PARTNERS, LLC since 2009. The firm provides investment advisory and planning services primarily to high-net-worth individuals, trusts, pension plans, and charitable organizations, offering both discretionary and non-discretionary portfolio management. MyCIO focuses on recommending and monitoring allocations across a range of investment vehicles, including alternative investments, and sponsors multiple affiliated private pooled funds.

Andre Harrielal is a financial advisor with Altitude Capital Management LLC, holding Series 65 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Brookstone Wealth Advisors, Whitney & Associates/Total Advisors, and Morgan Stanley. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, managing discretionary assets with tailored strategies based on client objectives, time horizon, and risk tolerance. The firm employs a multi-team approach and operates managed account programs with regular portfolio reviews.

Timothy Tomalavage is a financial advisor at myCIO Wealth Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hirtle Callaghan & Co. LLC for eight years before joining myCIO in 2022. MyCIO Wealth Partners provides investment advisory and planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, tax preparation, and institutional Chief Investment Officer (CIO) services.