Brady Yohn is a financial advisor with Advisory Services Network and holds Series 63 and Series 65 designations. He has three years of industry experience, including prior roles at The Vanguard Group and a variety of positions outside finance such as at Harvey's Main Street Barbecue and the University of Scranton. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and uses a range of strategies across various asset classes to align portfolios with client objectives.

Christopher Powers is a financial advisor at Girard Advisory Services, LLC with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at Girard Advisory Services since 2018. His previous experience includes positions at Efficient Advisors LLC and TD Ameritrade, INC. Powers also owns and maintains a rental property. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification through a proprietary research process and an Investment Committee, offering both discretionary and non-discretionary management to high-net-worth clients and plan sponsors.

Andrew Purcell is a financial advisor at Kathmere Capital Management, LLC with 16 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Kathmere in 2026, he worked at HBKS Wealth Advisors and Locust Capital Management LLC. Kathmere Capital Management provides investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, and institutional sponsors. The firm employs a top-down, model-portfolio investment process using ETFs, mutual funds, and other securities, and also manages pooled investment vehicles such as the Kathmere Private Markets Fund 2024 LP.

Alex Deck is a financial advisor with Diversify Advisory Services, LLC in Conshohocken, PA. He holds Series 63 and Series 65 licenses and has six years of industry experience, including three years at Hornor Townsend & Kent Inc. and ongoing work with Penn Mutual Life Insurance Co. Deck served in the United States Army National Guard from 2013 to 2019. Outside of his advisory role, he operates an insurance brokerage business providing multi-line insurance products. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small businesses. The firm employs a tactical diversification strategy and individualized asset allocation, offering a range of portfolio management options and customized financial planning services.

John Krol is a financial advisor with Legacy Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at M Holdings Securities, Inc. and Legacy Advisors since 2006. Krol serves on the boards of The Legacy Foundation and Merakey, and he is board president of Life Tree Pharmacy. Legacy Advisors, LLC manages approximately $4.18 billion in client assets, providing portfolio management, financial planning, retirement plan consulting, and selection-of-other-advisor services. The firm serves pension and corporate retirement plans, charitable organizations, and individual investors, employing a blend of fund, fundamental, and technical analysis alongside manager monitoring and sub-advisory arrangements.

Ralph Schneider is a financial advisor with Capital Analysts, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1992. 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 in-house discretionary and non-discretionary investment management.

Edward Sep is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at Good Life Advisors, LLC, Private Advisor Group, LPL Financial, and Merrill. Outside of his advisory work, he has operated Good Life Advisors LLC, an independent investment advisory firm, and has served as a fixed insurance agent. 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, combining in-house strategies with third-party managers and platforms such as LPL, Fidelity, and Schwab.

John Loper is a financial advisor at Modera Wealth Management, LLC with 19 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at firms including Lincoln Investment, Fidelity, and Ameriprise. He serves as a board member for the College for Financial Planning, contributing to the evaluation of educational initiatives in the financial services sector. Modera Wealth Management offers wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines traditional investment management with in-house accounting and tax services, business coaching, and other ancillary offerings.

Jack Costello is a financial advisor at Ethos Financial Group, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Alden Investment Advisors and J. Alden Associates, Inc. Outside of his advisory role, he works as a freelance writer in a non-investment related capacity. Ethos Financial Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering investment management and comprehensive financial planning through model portfolios and diversified allocation strategies.

Thomas Mchugh is a Series 65-licensed financial advisor with 12 years of industry experience. He has worked at Independence Square Holdings, LLC since 2019 and previously held roles at LPL Financial, Private Advisor Group, LLC, and Logan Capital Management. Independence Square Holdings serves a diverse client base, including high-net-worth individuals, retirement plans, and institutional clients, providing financial planning, portfolio management, and pension consulting. The firm utilizes a blend of customized and model portfolios, incorporates third-party solutions, and leverages digital platforms and alternative investment options as part of its multi-team advisory approach.

Michael Slattery is a financial advisor with Independence Square Holdings, LLC, holding a Series 63 designation and over 31 years of industry experience. He has worked at Independence Square Holdings since 2019 and has been affiliated with LPL Financial since 2013. Independence Square Holdings (dba Independence Square Advisors) serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, pension consulting, and ERISA advisory services. The firm operates as a multi-team adviser with about 40 advisors, offering discretionary and non-discretionary management, model portfolios, and access to third-party managers and advisory programs.

Robert Fell III is a financial advisor at United Capital Financial Advisors with a Series 65 designation and one year of industry experience. He previously worked at Fidelity Investments for three years and has a background that includes positions at Ohio State University and Tuscano. United Capital provides national financial planning and discretionary investment management to a diverse range of clients, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers customized investment solutions, sub-advisory and consulting services, and operates a technology platform that supports independent advisors.

William Lane III is a financial advisor at Ethos Financial Group, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Almanack Investment Partners, Wells Fargo Clearing, Credit Suisse Securities, and Deutsche Bank Securities. Outside finance, he is the founder and CEO of Praktikant, a software company, where he provides strategic guidance and beta testing. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering investment management and comprehensive financial planning. The firm utilizes a model portfolio approach with diversified, risk-conscious allocations supported by third-party research and incorporates AI tools for operational purposes.

Michael McGuire is a financial advisor at Girard Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Traynor Capital Management and Accelion. Prior to his advisory career, he gained experience in other fields including retail and education. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm emphasizes asset allocation and diversification through a proprietary research process and offers a range of investment strategies and retirement plan services, supported by its status as a wholly owned subsidiary of Univest Bank and Trust Co.

Waheed Gbadamosi is a financial advisor at Santander Securities LLC with a Series 66 designation and four years of industry experience. His background includes roles at Citizens Securities, Inc., NYLIFE Securities LLC, and Santander Bank, NA. He serves as a Supply Specialist in the United States Army National Guard. Santander Securities LLC provides investment advisory services to a broad retail client base, managing approximately $3.14 billion in regulatory assets across over 10,800 client relationships. The firm offers portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products, utilizing a range of third-party discretionary investment managers and an affiliated banking relationship.

Antonio Betancourt is a CFP® with 33 years of industry experience, currently serving at Ethos Financial Group, LLC since 2023. His prior roles include positions at SagePoint Financial and SII Investments, Inc., among others. Outside of his advisory work, he operates a sole proprietorship focused on insurance products. Ethos Financial Group serves a diverse client base including high-net-worth individuals, trusts, and municipalities, offering investment management and financial planning through diversified, risk-conscious portfolios supplemented by third-party research and AI-assisted operations.

Ian Meierdiercks is a financial advisor with Stonex Advisors Inc. who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior roles include positions at IM Wealth Partners Investment Advisors LLC and Equitable Advisors. He is involved as a limited partner in a scholarship program for children’s education. Stonex Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm employs a variety of investment strategies across multiple account structures and supports both independent financial advisors and an in-house Private Client Group.

Theodore Piotrowicz is a CFA® charterholder and holds a Series 66 license, with 13 years of industry experience. He has been with Legacy Advisors, LLC since 2012. Outside of his advisory role, he serves on the boards of several charitable foundations, including the Cabot-Kjellerup Foundation and the Abele Family Foundation, where he contributes to governance and funding decisions. Legacy Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm provides modular financial planning, discretionary and non-discretionary portfolio management, retirement plan consulting, and third-party manager oversight, tailoring advice and portfolios to each client’s objectives and risk tolerance.

Sean Duffy is a financial advisor at Copeland Capital Management, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Vigilant Distributors, LLC. Sean was a full-time student for ten years prior to entering the industry. Copeland Capital Management provides discretionary and non-discretionary portfolio management, model-delivery, and sub-advisory services to a diverse client base including individuals, institutions, and pension plans. The firm employs a conservative, dividend-growth oriented investment approach using fundamental, quantitative, macroeconomic, and technical analysis across various market-cap strategies.

Barbara Glover is a CFP® professional with 11 years of industry experience, currently serving as an advisor at JFS Wealth Advisors, LLC since 2016. She previously worked at Comprehensive Investment Solutions, LLC in 2015. JFS Wealth Advisors is a multi-team registered investment adviser offering wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm employs a Financial Goal Plan and an internal Investment Committee using Modern Portfolio Theory to guide investment decisions, managing portfolios with mutual funds, ETFs, and private investments.