Julia Schweibenz is a Series 65-licensed financial advisor with McAdam LLC, based in Radnor, PA. She has six years of experience at McAdam and a total of four years in the financial industry. Prior to her current role, she worked at Mario's Eastside Saloon and Weis Markets and attended the University of Pittsburgh. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm employs a discretionary approach to portfolio management, incorporating a range of traditional and specialized investments while providing customized client solutions.

Marc Bernstein is a financial advisor with Diversify Advisory Services, LLC, holding the ChFC® designation and Series 63 license, and has 41 years of industry experience. His prior roles include positions at DFPG Investments, LLC, Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. Outside of advising, he practices law as an attorney specializing in civil litigation and personal injury cases, serves on the endowment committee for a tax-exempt religious institution, sits on the board of the American Technion Society Eastern Seaboard Region, and is an author working on a book. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach using a combination of internal models and third-party solutions across multiple platforms, offering a wide range of investment instruments and strategies.

Ryan Rabinowitz is a financial advisor at Legacy Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Legacy Advisors since 2014. Rabinowitz also works as a registered representative with M Holdings Securities, Inc. Legacy Advisors, LLC is a registered investment adviser managing approximately $4.18 billion in client assets. The firm serves pension and corporate retirement plans, charitable organizations, and both high-net-worth and non-high-net-worth individuals, offering portfolio management, financial planning, and retirement plan consulting with a combination of fund, fundamental, and technical analysis.

William Malloy is a CFA® charterholder with six years of industry experience, currently advising at Sage Financial Group Inc. since 2022. Prior to joining Sage, he worked at Reliance Standard Life Insurance and Janney Montgomery Scott. He also has a background in academia, having been affiliated with Temple University for five years. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors, offering investment management and financial planning with a focus on fundamental analysis and long-term strategies. The firm provides family office services and manages affiliated private pooled real-estate funds, utilizing performance-based compensation structures uncommon among similar multi-team advisors.

Chase Candeub is a financial advisor at McAdam LLC with a Series 65 designation and one year of industry experience. Prior to joining McAdam LLC in 2026, he worked at McAdam Financial and holds a five-year work history at the University of Pittsburgh. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages client assets on a discretionary basis across a diversified range of investments and offers specialized products such as direct indexing and cryptocurrency exposure.

Robert Schmauk is a financial advisor at Great Valley Advisor Group, LLC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Great Valley Advisor Group and LPL Financial since 2014. 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 emphasizes individualized portfolio construction and ongoing oversight, utilizing a combination of in-house strategies and third-party managers across various platforms.

Beth Peckman is a financial advisor at Capital Analysts with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with Lincoln Investment Planning, Inc. since 1998. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs supported by an in-house investment management and research team.

Ryan Becker is a financial advisor at Legacy Advisors, LLC with Series 66 credentials and five years of industry experience. His prior roles include positions at SEI Investments and M Holdings Securities, Inc., as well as a four-year tenure at the University of Florida. Legacy Advisors, LLC manages approximately $4.18 billion in client assets and serves pension and corporate retirement plans, charitable organizations, and individual investors. The firm provides portfolio management, financial planning, and retirement plan consulting, combining various analytical approaches with ongoing manager monitoring and modular planning services.

Shanor Hawkins is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Santander Securities LLC since 2022 and previously spent 17 years at Citizens Investment Services Corp. Hawkins is part owner of Wealth Hawkins Group LLC, an entity created for owning real estate unrelated to his investment advisory work. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and other institutional clients. The firm offers wrap-fee advisory programs and financial planning services through a managed-account platform with third-party investment managers and centralized support.

William Suplee IV is a CFP®, CFA®, and ChFC® with 22 years of industry experience. He is currently with Apella Wealth (Apella Capital, LLC), where he has worked since 2022, and has been associated with Structured Asset Management, Inc. since 2003. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering investment management, financial planning, sub-advisory, and consulting services. The firm employs a model-driven, quantitative investment approach featuring factor-oriented equity strategies and portfolio customization, and integrates various third-party technologies to support its solutions.

Joseph Braut is a financial advisor with Santander Securities LLC, holding CFP® and ChFC® designations and over 30 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, LPL Enterprise, and Merrill Lynch. He has longstanding involvement with Genworth and John Hancock related to long-term insurance trails. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory AUM and provides investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to securities-based lending and insurance products. The firm’s investment management is delivered largely through the FMAX wrap-fee platform, which includes third-party discretionary managers and offers various overlay and ESG model options.

Adam Rieger is a CFA® charterholder with over two years of industry experience. He currently works at Bryn Mawr Trust Advisors, LLC and previously spent 24 years at Friess Associates of Delaware. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other business entities. The firm offers customized investment strategies utilizing independent managers, mutual funds, ETFs, proprietary separate accounts, and third-party private fund platforms, including ESG options.

Caitlin Heery is a CFP® with seven years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. She previously worked at The Mahoney Group of Raymond James and GM Advisory Group. Outside of her advisory role, she is authorized on the bank accounts of a small business owned by her husband. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios of mutual funds, ETFs, debt securities, and equities, supplemented by independent managers and selective private-placement opportunities.

Kenneth Cordella is a financial advisor with Advisory Services Network holding Series 63 and Series 66 credentials and 14 years of industry experience. His work history includes roles at Platinum Wealth Advisors, The Vanguard Group, MUFG Union Bank, and Ascend Learning. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Tyler Procacci is a CFA® charterholder with eight years of industry experience. He is currently with Diversified, LLC and previously worked at NexWealth, LLC and The Vanguard Group, Inc. He holds a Series 63 license and is based in Wayne, PA. Diversified, LLC provides financial planning and portfolio management to individual, high-net-worth, and institutional clients. The firm employs a comprehensive planning process with ongoing reviews and utilizes both third-party managers and proprietary platforms to tailor investment strategies.

Marley Smith is a financial advisor at Modera Wealth Management, LLC with one year of industry experience. Marley holds a Series 65 designation and has previous work experience at The Pennsylvania State University, Susquehanna University, Brandywine Heights High School, and The Bally Spring Inn. Modera Wealth Management provides fiduciary, fee-only advisory services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers diversified portfolio management, retirement plan consulting, financial planning, tax services, and trust-related services.

Michael Pultro is a financial advisor with Maridea Wealth Management in New Britain, PA, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He worked at LPL Financial LLC for 17 years before joining Maridea Wealth Management in 2026. Maridea Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm focuses on long-term investment strategies using diversified, low-cost mutual funds and ETFs, alongside other securities, and offers additional services including retirement-plan fiduciary, cash management, and outsourced CFO services.

Quinn Michel is a CFP® at Waverly Advisors, LLC with six years of industry experience. Prior to joining Waverly Advisors in 2024, he worked at Planning Capital Management and Brickshire Investment Group. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of financial planning and retirement consulting services.

Drew Nemeth is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Great Valley Advisor Group since 2014 and has an extensive career background including roles at Linsco Private Ledger since 2007. Nemeth also manages operations at Doylestown Wealth Management, Inc. 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 blend of in-house strategies and third-party managers across various platforms.

Michael Malone is a financial advisor with Ethos Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Almanack Investment Partners, MerCap Advisors, Pendle Hill, and Kendal/Crosslands. Malone also operates Michael Malone Investment Advisory, an investment advisory DBA under which he provides investment advice. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering discretionary and non-discretionary investment management alongside financial and estate planning and consulting services. The firm uses model portfolios and diversified, risk-conscious core allocations with a variety of investment vehicles and supplements its process with third-party research and optional tax-overlay management.