Andrew Cortese is a CFP® with five years of industry experience, currently serving as a financial advisor at Modern Wealth Management, LLC. He previously worked at Modera Wealth Management, MassMutual, The Vanguard Group, and held roles outside the investment industry, including at The Franklin Institute and Moog Components Group. Modern Wealth Management, LLC is a multi-team SEC-registered adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a range of investment tools and strategies.

Christopher Coolidge is a CFA® charterholder with five years of industry experience. He has worked at Brookwood Investment Group since 2023 and previously held roles at Clearview Portfolio Consulting, Ambassador Advisors, Bluestone Capital Management, Oceansquare Asset Management, BPU Investment Management, and Solenture Advisors. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a combination of passive, active, tactical, and blended strategies, and offers both discretionary and non-discretionary management while maintaining multiple affiliated businesses and platform relationships.

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.

John Delp is a financial advisor with Independence Square Holdings, LLC and holds Series 63 and Series 65 credentials. He has 30 years of industry experience, including prior roles at Private Advisor Group, LLC, LPL Financial, and Wells Fargo Clearing. Independence Square Holdings serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, and ERISA advisory services. The firm offers customized portfolios, model solutions, and access to third-party managers, utilizing digital platforms and a broad range of investment instruments.

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.

Nicholas Olesen is a CFP® professional with 20 years of industry experience. He has worked at Kathmere Capital Management since 2019 and previously held roles at Private Advisor Group, LLC and LPL Financial. His other business activities include providing fixed insurance solutions for clients. 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 employs a top-down, model-portfolio approach using ETFs and no-load mutual funds, and also manages pooled investment vehicles such as the Kathmere Private Markets Fund 2024 LP.

Charles Porter Jr. is a financial advisor with Summit Financial, LLC, holding a Series 66 designation and 21 years of industry experience. His prior work includes roles at Canon Capital Investment Advisory, PNC Wealth Management, and TD Wealth Management Services. Outside of investment advisory, he is involved in exit planning for business owners through Kaboo Consulting, LLC. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment management, financial planning, and retirement advisory services, blending discretionary and consultative approaches tailored to client needs.

Thomas McGroarty is a financial advisor with Nations Financial Group, Inc., holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He previously worked at Wells Fargo Advisors for eight years before joining Nations Financial Group in 2023. McGroarty is also the owner of McGroarty Investment Group, which offers investment and advisory services. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm uses proprietary model portfolios combined with outside managers, allowing advisors to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Michael Mc Dermott is a financial advisor at Kathmere Capital Management, LLC with 29 years of industry experience. He holds the CFP® designation along with Series 63 and 66 licenses. His prior roles include positions at Private Advisor Group, LLC and LPL Financial, LLC. Mc Dermott is also the author of the book "Financial Advisors are NOT Created Equal." Kathmere Capital Management, LLC 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 process using ETFs, no-load mutual funds, and other investment vehicles, while also managing pooled investment vehicles such as the Kathmere Private Markets Fund 2024 LP.

Richard Buchwald is a CFA® charterholder and holds a Series 65 license with 25 years of experience in the financial services industry. He has been with Logan Capital Management, Inc. since 2000. Logan Capital Management is an SEC-registered investment adviser managing approximately $3.1 billion in assets with a team of 16 advisors serving around 1,800 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and sub-advisory services, and is adviser to the Logan Capital Broad Innovative Growth ETF. Its investment approach integrates top-down macroeconomic analysis with fundamental and technical methods across various equity and fixed-income strategies, employing model portfolios with defined buy/sell disciplines and periodic rebalancing.

Sheetal Enright is a CFP® professional with 20 years of experience in financial advising. She has worked at CW Advisors, LLC since 2025 and previously spent 19 years at Cms Wealth Management, as well as over three decades at Capital Management Services, Inc. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients, offering wealth management, retirement plan advisory, family-office services, and sub-advisory solutions through a Core-and-Satellite investment framework that combines various strategies across multiple asset classes.

Marc Luciani is a financial advisor with Great Valley Advisor Group, LLC who holds a Series 66 license and has 14 years of industry experience. His previous roles include positions at Dumont & Blake Investment Advisors LLC, Covered Bridge Advisors, LLC, and Cantor Fitzgerald Wealth Partners. He serves as a board member of Potential Inc., a school for children with autism. 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 both in-house strategies and third-party platforms.

Monica Pedano is a financial advisor with Independence Square Holdings, LLC and holds a Series 63 designation. She has 32 years of industry experience, including roles at LPL Financial and Private Advisor Group, LLC. Outside of her advisory work, she serves as a varsity golf coach at The Shipley School and is a board member of the Andy Talley Foundation Tee off With Talley golf tournament. Independence Square Holdings 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 offering customized and model portfolios, access to third-party managers, and makes extensive use of digital platforms and alternative investment options.

Christopher Lundmark is a financial advisor with Independence Square Holdings, LLC and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, having previously worked at Ameriprise Financial Services and Wells Fargo Clearing. Outside of advisory work, he owns a hunting cabin in Milroy, Pennsylvania. Independence Square Holdings serves individuals, retirement plans, and institutional clients with financial planning, portfolio management, and ERISA advisory services. The firm combines customized and model portfolios with third-party solutions and emphasizes digital platforms and hybrid advisory services.

Jordan Norley is a financial advisor with Independence Square Holdings, LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked at firms including LPL Financial, Private Advisor Group, and Equitable Advisors. Norley is the sole owner of Cadrew Wealth Management, which he operates as a tax-related business entity. Independence Square Holdings serves individuals, retirement plans, and institutional clients with financial planning, portfolio management, and pension consulting through a multi-team model of about 40 advisors. The firm’s investment approach combines customized and model portfolios, third-party solutions, and digital platform services including access to alternative investments and digital asset management tools.

John Satterfield is a CFP® with 18 years of industry experience currently affiliated with Great Valley Advisor Group, LLC. His prior roles include positions at Valor Asset Management, Stillwater Capital Advisors, Morgan Stanley, and Citigroup Global Markets. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers both discretionary and non-discretionary investment management, combining in-house strategies with third-party managers and platforms to provide tailored portfolio construction and ongoing oversight.

John Grimley Jr. is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at BNY Mellon and was a self-employed private investor. Independence Square Holdings serves individuals, retirement plans, and institutional clients, offering financial planning, portfolio management, and pension consulting services. The firm uses a combination of customized portfolios, model portfolios, and third-party solutions, along with advanced digital platforms and alternative investment options.

Andrew Bass is a financial advisor at Nations Financial Group, Inc. He holds a Series 65 credential and has two years of industry experience. Prior to joining Nations Financial Group, Mr. Bass worked at Bryn Mawr Trust Advisors, Bryn Mawr Capital Management, and Cypress Capital Management. Nations Financial Group provides advisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a range of portfolio management and consulting services, utilizing in-house model portfolios and third-party managers across various investment strategies and risk profiles.

Travis Boyer is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Wealthcare Advisory Partners since 2018 and has a history with LPL Financial dating back to 2010. Outside of his advisory role, Boyer owns a federal firearms license business. 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 financial advising approach supported by proprietary software and quantitative metrics, combining passive and active investment strategies along with dynamic rebalancing.

Matthew Hepburn is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds the Series 65 designation and previously worked at Peak American Investment Advisors, Inc. and Peak American Financial Group, Inc. He is involved in insurance sales through Peak American Financial Group. Portfolio Medics manages approximately $552.7 million for about 3,700 clients and employs a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, using a mix of strategic and tactical investment approaches across various model portfolios and strategies.