Coby Schwartz is a financial advisor at Copeland Capital Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Janney Montgomery Scott, LLC, Sei Investments, and Northern Lights Distributors, LLC. Copeland Capital Management is an SEC-registered investment adviser managing discretionary portfolios for a diverse client base, including individuals, pension plans, trusts, and institutional investors. The firm employs a conservative, dividend-growth investment approach across various market-cap strategies and international sleeves, managing over $4 billion in discretionary assets and utilizing a significant model-delivery business.

John Einspanier is a CFP® and Series 66 licensed financial advisor with 10 years of industry experience. He has been with Legacy Advisors, LLC since 2020 and previously worked at Oakwood Capital Management LLC, Northwestern Mutual Wealth Management Company, and TD Ameritrade. Legacy Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm offers modular financial planning and portfolio management, tailoring advice and portfolios to client objectives using a mix of mutual funds, ETFs, independent managers, and other strategies.

Michael Mccall is a financial advisor with Wedbush Securities Inc. He holds Series 63 and Series 65 designations and has 33 years of industry experience. His prior work includes roles at B. Riley Wealth Advisors, B. Riley Wealth Management, Raymond James & Associates, and RBC Capital Markets. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a wide range of services including wealth management, fixed income, commodities, securities lending, and institutional research, with a focus on tailored portfolio management and operational capabilities such as custodial and clearing services.

Emma Tranfalia is a financial advisor at McAdam LLC with six years of industry experience. She holds a Series 65 designation and has worked at McAdam LLC since 2020. Prior to that, she held roles at Young Citizens, the John Heniz History Center, Farm and Fisherman Tavern, Sweet Charlies, and the University of Pittsburgh. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households, providing financial planning, investment management, retirement plan consulting, and related implementation support. The firm manages client accounts on a discretionary basis and employs a range of investment strategies including mutual funds, ETFs, individual securities, and specialized exposures such as private investment funds and cryptocurrency.

Geoffrey Forcino is a financial advisor at Kathmere Capital Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Private Advisor Group, LLC, and LPL Financial. Outside of his advisory role, he is involved in providing fixed insurance solutions and serves as president of his own S-Corp. Kathmere Capital Management offers 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 utilizes a top-down, model-portfolio approach primarily employing ETFs and no-load mutual funds, with additional allocations to individual securities, structured notes, and private funds when appropriate.

Shane Johnson is a financial advisor with M HOLDINGS SECURITIES, Inc., holding the ChFC® and Series 63 designations and bringing 18 years of industry experience. He has been associated with Perspective Financial Group LLC and M Holdings Securities since 2011. Johnson serves as a director for the Philadelphia Estate Planning Council, contributing to educational programming and member recruitment. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms. The firm provides a broad range of advisory and brokerage services, combining investment management with financial planning and retirement plan consulting, supported by platform providers and third-party sub-advisors.

Oshaka Pinto is a financial advisor at McAdam LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at McAdam since 2017, including a role as Client Service Business Manager starting in 2022. Prior to this, he was with Purshe Kaplan Sterling Investments and has experience with St. Joseph's University. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm typically manages client accounts on a discretionary basis using a range of investment vehicles and offers specialized exposures alongside traditional assets, supported by technology tools and a tiered subscription planning product.

Patrick South is a financial advisor at Arax Advisory Partners with 22 years of industry experience. He holds a Series 66 designation and has worked at SRS Capital Advisors, Inc. since 2012 and Hirtle & Co., LLC from 2004 to 2011. He is also a Managing Director and owner of SRS Investment Services, LLC, a partnership involved in collective advisory efforts. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm utilizes both in-house and external portfolio managers, offering a range of traditional and alternative investments, and supports its services with AI tools and third-party analytics.

Robert Campbell is a financial advisor with OneSeven in Malvern, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at B. Riley Wealth Advisors, Inc. and United Advisors Services, LLC. Outside of his advisory role, he is involved with RJ Campbell Investments, LLC, an investment-related business he operates as a DBA. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach with diversified portfolios and access to alternatives, utilizing both discretionary and non-discretionary arrangements.

Daniel Agoglia is a financial advisor with Independence Square Holdings, LLC and holds the Series 63 and Series 66 designations. He has 24 years of industry experience and has worked at firms including Private Advisor Group, LPL Financial, and The Philadelphia Group. Independence Square Holdings serves individuals, retirement plans, and institutional clients with financial planning, portfolio management, pension consulting, and ERISA advisory services. The firm uses a combination of customized and model portfolios, third-party solutions, and advanced digital platforms to implement client investment strategies.

Elizabeth Madonna is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and possessing 15 years of industry experience. Her prior roles include positions at LPL Financial, Steward Partners Investment Solutions, Steward Partners Investment Advisory, Steward Partners Global Advisory, and Raymond James Financial Services. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm focuses on individualized portfolio construction and ongoing oversight, utilizing a combination of in-house strategies and third-party managers across various platforms.

Thomas Redman is a financial advisor at McAdam LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at McAdam LLC since 2015, including his current role since 2020, as well as a prior position at Purshe Kaplan Sterling Investments from 2015 to 2017. 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 construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a range of services including financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting.

Matthew Ligman is a financial advisor with Merit Financial Advisors in Berwyn, PA, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Cetera Investment Advisers, Cetera Advisors, Investment Performance Services, LLC, and PNC Bank. He is also licensed to sell fixed insurance products, including life, health, disability, fixed annuities, and long-term care. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, high-net-worth clients, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation using centrally managed portfolios, internal investment oversight, and third-party managers, while supporting both discretionary and non-discretionary account arrangements.

Richard Bell Jr. is a financial advisor at Waverly Advisors, LLC with 33 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Planning Capital Management Corp. for 24 years. Bell serves on the finance committee for Medford Leas Retirement Community in Medford, NJ. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management, financial planning, and retirement consulting services.

John Demasi is a financial advisor with CW Advisors, LLC in Wayne, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 22 years of industry experience, including prior roles at Cms Wealth Management, APW Capital, and PNC Wealth Management. Outside of his advisory work, he is involved in educational services related to health insurance and retirement plans and works as a licensed insurance broker. 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, employing a Core-and-Satellite investment framework that integrates active and passive strategies across various asset classes.

Timothy Letter is a financial advisor with Miller Investment Management, LP in West Conshohocken, PA, holding Series 63 and Series 65 designations and 27 years of industry experience. Prior to joining Miller Investment Management in 2018, he worked at Prudential Annuities Distributors, Inc. and The Prudential Insurance Company of America from 2007 to 2018. He serves as a trustee and treasurer on the board of the TDL Foundation, a charitable organization based in New Orleans. Miller Investment Management provides investment advisory and supervisory services to individuals, pension plans, foundations, trusts, business entities, and private pooled vehicles. The firm combines fundamental and technical analysis through internal committees to guide client allocations and acts as general partner and manager of multiple Private Funds investing across public securities, private equity, and real estate.

Conor O'Malley is a financial advisor at McAdam LLC with three years of industry experience. He holds a Series 65 designation and has worked with McAdam LLC-affiliated entities since 2021. Outside of his advisory role, he is also employed as a bartender at City Tap House Logan Square. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides financial planning, investment management, and retirement-plan consulting, employing a multi-advisor platform with approximately $2.29 billion in discretionary assets under management.

Justin Mc Nicholas is a financial advisor with Santander Securities LLC in Conshohocken, PA, holding a Series 66 credential and nine years of industry experience. His career includes prior roles at Legacy Planning Partners, Minnesota Life Insurance Co., and Securian Financial Services. Outside of his advisory work, he serves as an agent for a real estate management LLC. Santander Securities LLC serves a broad retail client base with investment advisory, portfolio management through wrap-fee programs, and financial planning services. The firm offers access to third-party discretionary managers via platforms such as the FMAX wrap-fee program, primarily targeting retail investors, and operates as both a registered investment adviser and broker-dealer with affiliated banking relationships.

Andrew Mcdonough is a financial advisor at Girard Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Annuities Distributors and Prudential Insurance Company of America. 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 focuses on asset allocation, diversification, and tailored portfolios through a proprietary research process and an Investment Committee, offering a range of investment strategies and retirement plan services.

Kevin Nicholson is a financial advisor with The Ascent Group, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Ameritas Life Insurance, Triad Advisors, and OSAIC. In addition to his advisory work, he is a licensed independent insurance agent and co-owner of Walsh & Nicholson Financial Group. The Ascent Group, LLC provides investment management, financial planning, and consulting services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm manages approximately $4.76 billion in assets and employs a combination of discretionary and non-discretionary portfolio management, model portfolios, and third-party managers, serving a broad client base through a 15-advisor team.