Michael Dedda is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Great Valley Advisor Group since 2013 and also maintains a long-term affiliation with LPL Financial beginning in 2009. 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, emphasizing individualized portfolio construction with oversight through a combination of in-house and third-party strategies.

Kevin Doyle is a CFP® with three years of industry experience, currently serving at Kathmere Capital Management, LLC. He previously worked at Mill Creek Capital Advisors and THE Vanguard Group, Inc. Outside of his advisory role, he is involved in managing student housing rentals in Scranton, PA. Kathmere Capital Management provides investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional sponsors. The firm employs a top-down, model-portfolio approach primarily using ETFs and no-load mutual funds, alongside discretionary and non-discretionary account management.

Ross Phillips is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 63 licenses and one year of industry experience. He has previously worked at Catalyst Wealth Management, AlphaStar Capital Management, and Secure Analyzed Financial Engines. Phillips also provides analysis of life insurance and annuities policies through Catalyst Wealth Management. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients. The firm serves individuals, trusts, estates, and registered investment companies, offering portfolio management, financial planning, retirement-plan support, and sub-advisory services through a network of nearly 300 investment adviser representatives.

Ciara Price is a CFP® with 13 years of industry experience, currently serving as an advisor at Capital Analysts. She has been affiliated with Capital Analysts since 2017 and also holds a role as Chief Operating Officer and Partner at Legacy Solutions, LLC. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, offering discretionary and non-discretionary portfolio management through a variety of programs supported by an in-house Investment Management & Research team.

Brett Feldman is an investment advisor representative with Wealthcare Advisory Partners LLC and a registered representative with LPL Financial, holding Series 63 and Series 65 licenses. He has five years of industry experience, including roles at Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company. Outside of investment advisory, he is involved in insurance sales through Life Brokerage LLC and Coastal Insurance Consulting, LLC. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors, serving individuals, trusts and estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, client-centered planning process supported by proprietary software and an evidence-based investment framework that integrates behavioral economics and quantitative analysis.

Marc Hembrough is a financial advisor with Wharton Business Group, LLC, holding a Series 63 designation and bringing 19 years of industry experience. He has been with Wharton Business Group since 2009 and has also worked with Principal Life Insurance Company since 1992. Outside of his advisory role, Hembrough is the owner and board member of Roberts One on One Fitness Studio in Malvern, PA. Wharton Business Group provides discretionary and non-discretionary investment advisory services, retirement plan consulting, and financial planning to individuals, high-net-worth clients, and institutional entities. The firm customizes asset allocations based on client objectives and employs a combination of fundamental, technical, and charting analysis in its investment strategies.

Adam Scherzer is a financial advisor at Independence Square Holdings, LLC with one year of experience. He holds a Series 65 designation and is the sole owner and operator of Scherzer Financial Inc., an investment advisory and insurance services firm he has led since 2004. Outside of financial advising, he is a co-owner and writer for Shadow Legacy Media Properties LLC, a company focused on writing scripts and intellectual property for television series. Independence Square Holdings, LLC provides investment advisory, financial planning, pension consulting, and portfolio management services to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm uses a combination of fundamental, quantitative, technical, and modern portfolio theory approaches and offers digital platforms and algorithmic tools to support customized and model-based portfolio construction.

Kimberly Brumbaugh is a financial advisor with Advisornet Wealth Partners, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She is the founder and CEO of Brumbaugh Wealth Management, LLC, and serves as a board member and executive committee member of Mid Penn Bank Holding Company. She has also been involved in the Chester County Chamber of Business & Industry as an emeritus board member and participates in financial oversight activities for Hopewell Christian Fellowship Church. Advisornet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm offers diversified portfolio construction using multiple asset classes and employs both discretionary and non-discretionary management strategies.

Brendan Hunter is a CFP® certificant based in Conshohocken, PA, with five years of industry experience. He currently works at HBKS Wealth Advisors and has prior experience at Wescott Financial Advisory Group LLC and The Vanguard Group, Inc. HBKS Wealth Advisors serves individual clients across wealth segments, retirement plans, and institutional clients, providing personalized investment management, financial planning, and pension consulting. The firm manages accounts using proprietary model portfolios, sub-advisors, and multiple platform arrangements, offering a broad set of strategies without specializing in a single investment area.

Robert Crowley is a CFP® and CFA® with 37 years of industry experience. He is currently with Wealthcare Advisory Partners LLC and previously led Crowley Wealth Management, Inc. for over four decades. In addition to his financial advisory work, he owns and operates The Crowley Law Firm, LLC, which focuses on estate planning and administration. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of more than 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, combining goals-based planning with an evidence-based investment approach supported by proprietary tools and quantitative measures.

Al Besse is a financial advisor at Logan Capital Management, Inc. with 32 years of industry experience. He has been with Logan Capital since 1994 and holds a Series 65 designation. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for a diverse client base including high-net-worth individuals, retirement plans, insurance companies, and public funds. The firm employs a combination of top-down macroeconomic analysis, proprietary quantitative screens, fundamental research, and technical analysis across various equity and fixed-income strategies.

Edward O'Brien is a financial advisor at McAdam LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at McAdam LLC since 2014, alongside prior roles at Purshe Kaplan Sterling Investments and Madison Avenue Securities. 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, utilizing fundamental analysis to allocate assets across mutual funds, ETFs, independent managers, and individual securities, with specialized strategies including direct indexing and alternative investments.

Mary Saylor is a CFP® professional with 12 years of industry experience. She has worked at Choreo, LLC since 2022 and previously spent 12 years at RSM US Wealth Management LLC. Choreo, LLC provides investment and advisory services to a wide range of clients, including individual investors, family offices, endowments, retirement plans, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Daniel Hochbaum is a CFA® charterholder with six years of experience at Sage Financial Group, Inc., and prior roles at Glenmede Trust and BlackRock. He has been with Sage Financial Group since 2020 and has a total of four years in the financial advisory industry. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors through discretionary and non-discretionary investment management and financial planning. The firm offers family office services and implements investment strategies based on fundamental analysis and long-term purchase orientation, including allocations to mutual funds, ETFs, and independent managers.

Robert Schmauk Jr. is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and seven years of industry experience. He has previously worked at Valor Asset Management and LPL Financial. 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 platforms.

Ronald Madey is a CFA® charterholder with 16 years of industry experience. He serves as President and Chief Investment Officer of Wealthcare Capital Management LLC and its affiliate, Wealthcare Advisory Partners LLC, where he has worked since 2014. Wealthcare Capital Management LLC is a multi-team SEC-registered advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm offers portfolio management, financial planning, retirement plan advisory, and access to alternative and precious-metal investments, employing an evidence-based investment framework overseen by an Investment Policy Committee.

Joshua Winter is a CFP® with 18 years of industry experience, currently serving as a financial advisor at BCG Securities, Inc. He has a longstanding career with Horace Mann Investors, Inc. and related entities dating back to 2008. Winter is also a board member of the West Chester Education Foundation and the Downingtown Education Foundation, both nonprofit organizations supporting local school districts. BCG Securities, Inc. serves institutional retirement plans and individual clients, focusing on portfolio management, financial planning, pension consulting, and wealth management. The firm emphasizes tailored investment policy statements and employs a range of analytical strategies while overseeing independent third-party managers.

Matthew Delaney is a financial advisor with Wharton Business Group, LLC in Malvern, PA, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Wharton Business Group since 2009. In addition to his advisory role, he offers insurance products as an independent insurance agent. Wharton Business Group provides discretionary and non-discretionary investment advisory services, retirement plan consulting, and standalone financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm customizes asset allocations based on client objectives and utilizes fundamental, technical, and charting analysis in its investment approach.

Nicholas Ryder is a CFA® charterholder and holds a Series 63 license, with 14 years of industry experience. He has been with Kathmere Capital Management, LLC since 2019 and previously worked at Private Advisor Group, LLC and LPL Financial. 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, while incorporating individual securities, structured notes, and private fund allocations as appropriate.

Clay Kinnard is a financial advisor with Perigon Wealth Management, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Greenville Financial Group, Sagepoint Financial, and Securian Financial Services. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm builds portfolios tailored to client objectives and risk tolerance, regularly monitoring accounts and often delegating investment management to independent managers or turnkey asset management programs.