Joseph Parsons is a CFP® professional with 47 years of experience in financial advising. He is currently with Wealthcare Advisory Partners LLC, joining the firm in 2026, and previously worked at IAM Advisory LLC, Royal Alliance Associates, Investment Advisors Asset Management, and IAC Advisory Services. Wealthcare Advisory Partners LLC offers a range of advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach supported by proprietary software and combines quantitative metrics with fundamental, technical, and behavioral analysis, implementing both passive and active investment strategies.

Cody Richmond is a CFP® and Series 65 credentialed advisor at McAdam LLC with four years of industry experience. He has worked at McAdam LLC since 2018 and also serves as an assistant wrestling coach at Father Judge High School. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, implementing portfolios through fundamental analysis and a multi-advisor platform with approximately $2.29 billion in discretionary assets under management.

Cristina Bennett is a CFP® professional with four years of industry experience, currently affiliated with Wealthcare Advisory Partners LLC. Her prior experience includes roles at LPL Financial, Ic Advisory Services, The Investment Center, Santini Financial, and Vanguard. She also operates Cristina Bennett, Inc, a tax preparation and accounting business. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning supported by proprietary software with an evidence-based investment framework to construct long-term oriented portfolios that include a range of investment options.

Morris Kaufman is a financial advisor at IP Financial Advisory Services LLC with 29 years of industry experience. He has held positions at firms including MerCap Securities, MerCap Advisors, and H. Beck, Inc. Outside of his advisory role, he serves on the Board of Directors for the Rotary Club of Media and provides life coaching as a sole proprietor. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, and consulting services. The firm focuses on non-high-net-worth investors and retirement plan participants, employing a range of analytical approaches and providing access to third-party managers.

Anthony Chirchirillo is a CFP® with 25 years of industry experience, currently serving as a financial advisor at McAdam LLC since 2014. Prior to that, he worked at Purshe Kaplan Sterling Investments for 10 years and briefly at Madison Avenue Securities. He is also involved with FishTown1223, LLC, a rental property business. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, managing client portfolios on a discretionary basis with a diverse range of traditional and specialized investment options.

Peter Cooke is a financial advisor at Logan Capital Management, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Logan Capital Management since 2009. Logan Capital Management is an SEC-registered investment adviser managing approximately $3.1 billion in assets with a 16-advisor team serving about 1,800 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and sub-advisory services, including management of the Logan Capital Broad Innovative Growth ETF, using a blend of top-down macroeconomic analysis and fundamental and technical methods across various equity and fixed-income strategies.

Zachary Knable is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Kingsview Wealth Management is a multi-advisor SEC-registered firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management services that combine in-house strategies with third-party managers and alternative investments across various asset classes.

Sean Morrissey is a CFP® with 15 years of industry experience. He is a financial advisor at McAdam LLC and has also worked at Madison Avenue Securities and Purshe Kaplan Sterling Investments. Morrissey is based in Radnor, PA. 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 across mutual funds, ETFs, independent managers, and individual securities, offering a tiered weekly financial-planning subscription and access to alternative and specialized investment strategies.

Robert Cellucci is a CFP® credentialed financial advisor with 26 years of industry experience, currently with Wedbush Securities Inc. He has previously worked at B. Riley Wealth Advisors, Stifel Nicolaus & Co, Janney Montgomery Scott, and Ameriprise Advisor Services. Outside of his advisory role, he is associated with MJB Wealth Management Group, a marketing name for Wedbush Securities. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of portfolio management and clearing services across various asset classes.

Ernest Chisena III is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Latitude Advisors since 2009 and also has a background as an insurance agent, selling fixed insurance products including life, annuities, disability, and long-term care insurance. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis to manage client portfolios, primarily on a discretionary basis.

Marco Ginefra is a financial advisor at CreativeOne Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at CreativeOne Wealth (formerly Change Path, LLC) since 2018. Prior to that, he was with Gradient Advisors, LLC from 2015 to 2018. In addition to his advisory role, he is an insurance agent associated with My Life Broker. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and other RIA clients. The firm employs a blend of proprietary ETF-based models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

John Taylor is a ChFC® credentialed financial advisor with 37 years of industry experience, currently advising clients at Perigon Wealth Management, LLC. His prior experience includes roles at Greenville Financial Group, Sagepoint Financial, First Allied Advisory Services, and American General Securities. He holds a minority ownership interest in Deer Park Picnic, LLC. Perigon Wealth Management provides customized wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking institutions. The firm emphasizes individualized portfolio construction with regular reviews and serves a notable client segment of banking and thrift institutions while overseeing wrap and sub-advisor program arrangements.

Christin Hinckle is a financial advisor at Wedbush Securities Inc. with 10 years of industry experience. She holds the Series 66 designation and has held positions at firms including B. Riley Wealth Management and Merrill. Outside of finance, she works part-time as a sales associate at an Urban Outfitters store in Philadelphia. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm delivers portfolio management tailored to client objectives and risk tolerances, along with custodial, clearing, and prime services.

Brian Wolfer is a CFP® certificant with 16 years of industry experience, currently serving as a financial advisor at CoreCap Advisors. His prior experience includes a 20-year tenure at Vanguard and roles at Black Diamond Financial Solutions and Dan White & Associates. Outside of his advisory work, he is an independent insurance agent involved in insurance and annuity sales. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, using a range of investment vehicles and utilizing sub-advisors and third-party asset managers.

Dana Stewardson is a financial advisor at Logan Capital Management, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Logan Capital since 1994, following a 15-year tenure at VFinance Investments, Inc. Stewardson serves on the boards of several nonprofits focused on historic house museums and gardens, including The Wyck Association and The Harriton Association. Logan Capital Management is an SEC-registered investment adviser managing approximately $3.1 billion for about 1,800 clients across a 16-advisor team. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and sub-advisory services, using a combination of top-down macroeconomic analysis and fundamental and technical research across diverse equity and fixed-income strategies.

Neil Gordon is a ChFC® credentialed financial advisor with 16 years of industry experience. He has been with Wealthcare Advisory Partners LLC since 2018 and also maintains a role at LPL Financial dating back to 2012. Outside of his advisory work, Gordon co-owns a hair salon business in Doylestown, Pennsylvania. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning process supported by patented software with an evidence-based investment approach that includes behavioral economics and proprietary quantitative measures to build diversified, long-term portfolios.

Matthew Crescenzo is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Wealthcare Advisory Partners since 2018 and is also affiliated with LPL Financial where he has worked since 2014. Outside of his advisory role, Crescenzo is involved in multiple non-variable insurance activities and operates several related business entities. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based advising approach that integrates proprietary Wealthcare software and behavioral economics, combining fundamental, technical, and behavioral analysis to manage portfolios through active and passive strategies.

Shane Sweigart is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at McAdam LLC. He has held roles at Madison Avenue Securities, Purshe Kaplan Sterling Investments, and operates Sweigart Financial LLC. Outside of his advisory work, he is a 50% partner in a holding company unrelated to investments. McAdam LLC is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct tailored portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a tiered financial-planning subscription alongside alternative investment strategies.

Alison Slezak is a financial advisor at CoreCap Advisors with seven years of industry experience. She holds a Series 65 designation and has worked at CoreCap Advisors since 2019, alongside a role at Daniel A. White & Associates where she serves as Director of Marketing and Operations. Her responsibilities at Daniel A. White & Associates include client service meetings related to annuities. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a generally long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income.

James Madden is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at EP Wealth Advisors, CI RegentAtlantic Private Wealth, RegentAtlantic Capital, and Hillview Capital Advisors. Madden serves as a board member for Help Hope Live, a charitable organization, where he participates in board and investment committee meetings. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based advising approach supported by patented software and combines passive and active investment strategies alongside behavioral and quantitative analysis.