Marley Smith is a financial advisor at Modera Wealth Management, LLC with one year of industry experience. Marley holds a Series 65 designation and has previous work experience at The Pennsylvania State University, Susquehanna University, Brandywine Heights High School, and The Bally Spring Inn. Modera Wealth Management provides fiduciary, fee-only advisory services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers diversified portfolio management, retirement plan consulting, financial planning, tax services, and trust-related services.

Quinn Michel is a CFP® at Waverly Advisors, LLC with six years of industry experience. Prior to joining Waverly Advisors in 2024, he worked at Planning Capital Management and Brickshire Investment Group. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of financial planning and retirement consulting services.

Michael Malone is a financial advisor with Ethos Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Almanack Investment Partners, MerCap Advisors, Pendle Hill, and Kendal/Crosslands. Malone also operates Michael Malone Investment Advisory, an investment advisory DBA under which he provides investment advice. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering discretionary and non-discretionary investment management alongside financial and estate planning and consulting services. The firm uses model portfolios and diversified, risk-conscious core allocations with a variety of investment vehicles and supplements its process with third-party research and optional tax-overlay management.

Stephen Haney is a CFA® charterholder located in Wayne, PA, with 14 years of industry experience. He has worked at Modera Wealth Management, LLC since 2021, following positions at Independence Advisors, LLC, Lincoln Financial Advisors, Raymond James Financial, and Equitable Advisors. Modera Wealth Management offers wealth management, portfolio management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. The firm’s investment approach emphasizes diversified asset allocation based on Modern Portfolio Theory, combined with an in-house accounting and tax capability and additional services such as business coaching and personal trustee roles.

Timothy Ellis is a financial advisor at Girard Advisory Services, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Janney Montgomery Scott, LLC, The Vanguard Group, Inc., Infinia Search, and Deloitte LLP. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, retirement plan consulting, and related services to individuals, trusts, estates, charitable organizations, and business entities. The firm serves both individual clients, including high-net-worth households, and plan sponsors, emphasizing asset allocation, diversification, and tailored portfolios through a proprietary research process and an Investment Committee.

Andrea Fitzgerald is a financial advisor at Modera Wealth Management, LLC with six years of industry experience. She holds a Series 65 credential and has worked at several firms, including Independence Advisors, LLC, Kyffin Grove / Sage Senior Living, CliftonLarsonAllen Wealth Advisors, and Legacy Advisors. Modera Wealth Management 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 and offers services such as wealth management, retirement plan consulting, tax planning, and trust-related services.

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.

Jesse Colgan is a financial advisor at Founders Financial Securities LLC with six years of industry experience. He holds the ChFC® designation and Series 66 registration. Prior to joining Founders Financial in 2022, he worked at Next Financial Group, Inc. and has been affiliated with Guided Wealth Management since 2018. Outside of advising, he consults on business succession and exit planning. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients, managing approximately $4.1 billion in assets through a network of investment adviser representatives. The firm offers multiple advisory platforms, including managed portfolios and specialized services such as 1031 exchange consulting and co-advised private wealth solutions.

Francis Burke Jr. is a financial advisor with M HOLDINGS SECURITIES, Inc. holding CFP® and ChFC® designations and 49 years of industry experience. He has worked at M. Holdings Securities since 2001 and has been with Perspective Financial Group LLC, an Alera Group Company, since 2011. Burke manages a seven-person team and provides services in insurance, investments, and financial, estate, and business planning. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and financial professionals. The firm offers a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, using both in-house portfolio managers and third-party sub-advisors.

Nicole Sennett is a financial advisor with Ethos Financial Group, LLC and holds a Series 66 designation. She has 20 years of industry experience, including roles at Merrill Lynch and Raymond James Financial Services. Outside of her advisory work, she owns a travel app called All4AJ. Ethos Financial Group serves a diverse client base including individuals, trusts, and charitable organizations, providing investment management and financial planning through model portfolios and a core allocation strategy that incorporates index-based exposures and various external managers.

James Mcgrath is a CFA® charterholder currently with Ethos Financial Group, LLC, where he has worked since 2026. He has prior experience with Praxis Solutions and FFT Wealth Management, totaling over a decade in the financial industry. Mcgrath also has an ongoing role with Leonis Group LLC. Ethos Financial Group serves individuals, trusts, estates, municipalities, and charitable organizations, providing investment management and financial planning services. The firm employs a model portfolio approach with diversified, risk-conscious strategies and supplements its process with third-party research and tax-overlay management.

Mark Comyns is a financial advisor with Independence Square Holdings, LLC, holding a Series 63 designation and 44 years of industry experience. His prior roles include positions at The Philadelphia Group, Private Advisor Group, LPL Financial, and Wharton Advisory Group. He acts as trustee for family trusts. Independence Square Holdings serves individuals, retirement plans, and institutional clients, offering financial planning, portfolio management, pension consulting, and ERISA advisory services. The firm combines customized portfolios, model portfolios, and third-party solutions, and utilizes digital platforms and a range of alternative investment options as part of its multi-team advisory approach.

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.

Ryan Todd is a financial advisor at Great Valley Advisor Group, LLC with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Great Valley Advisor Group since 2015 and at LPL Financial since 2009. Outside of advisory work, he is involved in a tax preparation and accounting firm, Todd and Todd, LLP. 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, third-party managers, and digital options to tailor portfolios to client objectives.

John Marsini is a financial advisor with Ethos Financial Group, LLC, holding a Series 63 designation and bringing 21 years of industry experience. He has worked at Innovation Partners LLC, MML Investors Services, and Mass Mutual Life Insurance Company. In addition to his advisory work, Marsini is a licensed attorney maintaining bar admission since 1987 and fulfilling continuing legal education requirements. Ethos Financial Group serves individuals, trusts, estates, government entities, and charitable organizations, offering investment management, financial planning, estate planning, and insurance consulting. The firm employs model portfolios and a core allocation strategy combining index-based exposures into diversified portfolios, supplemented by third-party research and optional tax-overlay management.

Anthony Mascherino Jr. is a financial advisor with Altitude Capital Management LLC, holding Series 65 and Series 63 licenses and 16 years of industry experience. His prior work includes roles at USA Benefits Group, Alliance America, Allstate Insurance Company, Ameritas, and Thrive Capital Management. Outside of advisory work, he assists with individual tax return preparation during tax season. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, utilizing diverse strategies tailored to client objectives and risk tolerance. The firm operates managed account programs with $103.6 million in discretionary assets under management and does not impose a minimum account size.

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.

Jeffrey Hall is a CFP® with 21 years of industry experience, currently affiliated with Capital Analysts. He has worked at Legacy Solutions, LLC since 2022, Lincoln Investment since 2012, and Capital Analysts Incorporated since 2010. Outside of his advisory roles, he serves as vice-president of the Cornerstone Study Group and is a board member and volunteer with the Downingtown Area Chamber of Commerce. 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, third-party manager access, and retirement-plan advice, operating through a nationwide network of independent advisors and firm-managed programs.

Marcel Pfister is a financial advisor at Compound Planning, Inc. with 11 years of industry experience. He holds the Series 66 and Series 65 designations and previously worked at Goldman Sachs & Co. and SVB Wealth. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries by offering discretionary portfolio management, turnkey asset management, sub-advisory programs, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process using a range of strategies from low-cost ETFs to professional options, supported by technology partnerships and automated monitoring tools.