Matthew Mcgroarty is a financial advisor with Nations Financial Group, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Nations Financial Group in 2023, he worked at Wells Fargo Advisors from 2015 to 2023. Mcgroarty also owns and operates McGroarty Investment Group, providing investment and advisory services. Nations Financial Group, Inc. offers investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach utilizes proprietary model portfolios alongside outside managers, allowing advisors to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Ryan Shanley is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at LPL Financial, Jacobi Capital Management, Hornor, Townsend & Kent, and Penn Mutual Life Insurance Company. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals—including high-net-worth clients—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.

Robyn Jameson is a CFP® professional with 23 years of industry experience, currently serving at Merit Financial Advisors. Her career includes roles at Purshe Kaplan Sterling Investments and Trinity Financial Partners, where she holds ownership and compliance positions. Outside of her advisory work, she is involved in nonprofit organizations, serving as Treasurer for Intimate Allies and Chair of the Delaware County Christian School Development Committee, and participates on the finance committee of the CRC Watersheds Association. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base, including individuals, retirement plan sponsors, and institutions. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

James Leasure is a CFA® charterholder with six years of experience at Kathmere Capital Management, LLC. Prior to joining Kathmere, he held positions at CBRE, the Penn Museum, and Leslie's, Inc. 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 mutual funds, supplemented by individual securities and private fund allocations.

Stephen Weaver is a financial advisor with BCG Securities, Inc. holding a Series 66 designation and nine years of industry experience. He has been affiliated with Horace Mann Investors, Inc. and Horace Mann Companies since 2015 and has owned a tax preparation service, WWM Associates, since 2023. BCG Securities, Inc. serves institutional retirement plans and individual clients with accounts generally above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management. The firm emphasizes tailored investment policy statements and utilizes independent third-party managers while providing both retail advice and pension consulting through its affiliations within the Horace Mann corporate group.

Evan Coffey is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 65 credential and one year of industry experience. He previously worked at LPL Financial and has additional experience at Target, Range End Gold Club, Ursinus College, and East Pennsboro Area High School. Great Valley Advisor Group is a multi-team SEC-registered 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.

William Bradley III is a ChFC® credentialed financial advisor with 45 years of industry experience. He is currently with Wealthcare Advisory Partners LLC and has previously worked at Financial Advisors of Delaware Valley and Principal Life Insurance Co. He is also active as an insurance agent, providing consulting, sales, and service in fixed life and annuities, long-term care, disability, group, and health insurance. Wealthcare Advisory Partners LLC manages approximately $6.0 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, offering wealth management, investment management, financial planning, and access to alternative and private placement investments through a goals-based, client-centered planning process supported by proprietary technology.

Eric Lanshe is a CFA® charterholder with 26 years of industry experience. He is currently with CW Advisors, LLC and has previous experience at APW Capital, Inc. and Cms Wealth Management. CW Advisors serves a diverse client base, including high-net-worth families, trusts, charitable organizations, and business entities, offering wealth management, financial planning, and family office services. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and supports other advisers through sub-advisory and operational outsourcing programs.

Eleanor Cicchitti is a financial advisor with Ausdal Financial Partners, Inc. in Strafford, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ausdal since 2009 and has also worked as a self-employed advisor and with various insurance carriers since the late 1990s. Cicchitti is involved in outside insurance sales, including long-term care and equity indexed annuities, on a commission basis. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base, including individuals, trusts, corporations, pension plans, and charitable organizations.

Dante Wright is a Series 65-licensed financial advisor at McAdam LLC with three years of industry experience. He has been affiliated with McAdam LLC and its associated brands Cornerstone Capital Planning and RetireUS since 2021 and previously worked at Roche Financial. His background also includes roles in academia and hospitality. McAdam LLC serves a diverse client base including individuals, trusts, estates, and institutions, offering financial planning, investment management, and retirement plan consulting. The firm employs a range of investment strategies, from traditional securities to specialized exposures, and provides innovative products such as a tiered weekly subscription planning service and estate-document creation.

William Fitzpatrick is a CFA® charterholder with six years of industry experience. He has been with Logan Capital Management, Inc. since 2019 and previously worked at Manulife from 2011 to 2019. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for a range of individual and institutional clients. The firm employs a combination of top-down macroeconomic analysis, proprietary quantitative screening, fundamental research, and technical analysis across various equity and fixed-income strategies.

Mark Gernerd is a CFP® professional with 10 years of industry experience, currently advising at Modera Wealth Management, LLC. He has worked at Modera since 2022 and previously held roles at The Vanguard Group, INC., Companyvoice, and Fortis Wealth. Modera Wealth Management provides wealth management, portfolio 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 offers integrated accounting, tax, and business coaching services alongside investment management.

Clare Diamond is a CFP® with 13 years of industry experience and is currently with Kathmere Capital Management, LLC, where she has worked since 2019. Her prior roles include positions at Private Advisor Group, LLC, LPL Financial, and Janney Montgomery Scott, LLC. She holds Series 63 and Series 66 licenses and engages in fixed insurance activities related to client needs. Kathmere Capital Management, LLC offers 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 utilizes a top-down, model-portfolio approach with an Investment Department and Committee overseeing asset allocation, employing primarily ETFs and no-load mutual funds alongside individual securities and private fund allocations.

Cody Diamore is a financial advisor at McAdam LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Madison Avenue Securities and Purshe Kaplan Sterling Investments prior to his current role. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses fundamental analysis to manage portfolios across mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial-planning model along with access to alternative and specialized investment strategies.

Michael D'avella is a financial advisor at Tucker Asset Management LLC with 21 years of industry experience. He holds a Series 63 designation and has been with Tucker Asset Management since 2015. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, retirement plan advisory, and consulting services. The firm employs a top-down, macroeconomic asset-allocation process and integrates a range of strategies including growth, fixed income, direct indexing, and alternative investments.

Angel Sotomayor Jr. is a financial advisor with Creative Financial Designs, Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior work includes roles at Geneos Wealth Management Inc, The Life Financial Group Inc, and Parsonex Advisory Services, among others. Outside of advising, he is involved in teaching and counseling at Life Institute. Creative Financial Designs serves individual, corporate, and institutional clients with investment management and financial planning services. The firm uses asset-class model allocations with various risk objectives and offers unique features such as Biblically Responsible Investing strategies and flexible billing options.

Lauren Doolan is a Certified Financial Planner® with 13 years of industry experience. She is currently a financial advisor at McAdam LLC, where she has worked since 2014, and previously held a role at Purshe Kaplan Sterling Investments. Doolan also operates Doolan Financial, an LLC she created for marketing and advertising purposes. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses fundamental analysis to construct portfolios with a range of investment vehicles and offers a tiered weekly financial-planning subscription alongside alternative and specialized strategies.

Dylan Welsh is a financial advisor at Girard Advisory Services, LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at eMONEY ADVISOR, Univest Bank & Trust Co., and TD Bank. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation, diversification, and portfolio customization through a proprietary research process and an Investment Committee, offering a variety of strategies including traditional equities, fixed income, and alternative approaches such as tax-managed direct indexing and options overlays.

Edward Munch is a financial advisor with Nations Financial Group, Inc. in Wayne, PA, holding a Series 66 designation and 10 years of industry experience. He worked at Wells Fargo Advisors from 2015 to 2019 before joining Nations Financial Group in 2019. Outside of his advisory role, he is also an employee at McClockey Financial Group, where he engages in research, client reporting, order entry, and technology support. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a range of proprietary model portfolios and offers tailored investment strategies combining discretionary and non-discretionary management options.

Renee Bowen is a financial advisor at Girard Advisory Services, LLC with eight years of industry experience. She has been with Girard Partners, Ltd since 2017 and worked as a consultant from 2016 to 2017. Bowen holds a Series 65 designation. 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 employs a proprietary research process and an Investment Committee to guide portfolio construction, offering a range of strategies including tax-managed indexing and options overlays, while maintaining affiliated relationships that enable recommendations across banking, trust, brokerage, and insurance services.