Stephen Haney is a CFA® charterholder with 13 years of experience in the financial advisory industry. He has worked at Modera Wealth Management, LLC since 2021 and previously held roles at Independence Advisors, LLC and Lincoln Financial Advisors. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, using diversified portfolios supplemented by independent managers, private-placement opportunities, and optional ESG integration.

Candice Oakley is a financial advisor at HBKS Wealth Advisors with six years of industry experience. She holds a Series 65 designation and has previously worked at Locust Capital Management from 2014 to 2017. HBKS Wealth Advisors serves individual clients across wealth levels, retirement plans, and institutional entities, providing personalized investment management, financial planning, and pension consulting. The firm employs discretionary account management through proprietary model portfolios and a broad range of strategies, including fixed income, alternatives, and cryptocurrency exposure.

Timothy Ellis is a financial advisor at Girard Advisory Services, LLC with five years of industry experience. He holds the Series 66 designation and has worked at firms including Janney Montgomery Scott, The Vanguard Group, and Deloitte LLP. Ellis is currently associated with Girard entities since 2022. 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 and diversification using a proprietary research process and offers both discretionary and non-discretionary management along with specialized strategies and affiliated service options.

Andrea Fitzgerald is a financial advisor at Modera Wealth Management, LLC with six years of industry experience. She holds a Series 65 credential and has worked at several firms, including Independence Advisors, LLC, Kyffin Grove / Sage Senior Living, CliftonLarsonAllen Wealth Advisors, and Legacy Advisors. 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 and offers services such as wealth management, retirement plan consulting, tax planning, and trust-related services.

Andrew Phelan is a financial advisor at McAdam LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at McAdam LLC since 2014, as well as previously at Purshe Kaplan Sterling Investments. 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 fundamental analysis approach and offering a variety of investment strategies, including alternative and specialized products.

Jalen Campbell is a Series 65-licensed financial advisor with McAdam LLC in Radnor, PA, where he has worked since 2018. He has seven years of industry experience, including prior roles at Dicks Sporting Goods, Always a Part Rentals, and Blue Knob All Seasons Resort. 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 manage portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial-planning service alongside alternative and specialized investment strategies.

James Wade is a financial advisor at Gradient Advisors, LLC with a Series 65 designation. He has 14 years of experience as an independent agent and joined Gradient Advisors in 2026. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary approach that incorporates fundamental, technical, and cyclical analysis.

Steven Delaney is a financial advisor with Coppell Advisory Solutions LLC and holds a Series 65 designation. He has 13 years of industry experience and has worked at Fusion Investment Advisors, LLC since 2013. Delaney is also an officer and director at American Brokerage Services, where he has been involved in life insurance, annuities, and life settlements since 1997. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm employs a tailored investment approach combining internally developed and independent asset allocation models, utilizing fundamental and technical analysis to implement strategies consistent with client objectives.

Aarush Hatti is a financial advisor with Symphony Financial, Ltd. Co. in Lansdale, PA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., and Janssen Pharmaceutical Companies of Johnson & Johnson. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities through discretionary portfolio management, financial planning, and consulting, offering comprehensive multi-family office services and self-directed retirement account management. The firm uses a long-term investment approach combining fundamental and technical analysis and provides fiduciary services and coordination of specialty family financial matters.

Francis Burke Jr. is a CFP® and ChFC® with 49 years of industry experience. He is affiliated with M Holdings Securities, Inc. and serves as a senior partner at Perspective Financial Group, an Alera Group Company, where he manages a seven-person team and handles client advising on insurance, investments, and financial, estate, and business planning. He also acts as trustee protector for the 2004 Christopher Burke Delaware Trust. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, financial planning, retirement consulting, and insurance advisory, supported by platform providers and custodial arrangements.

Gregory Ricker is a financial advisor with Vanderbilt Advisory Services in Malvern, PA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Equitable Advisors and Independent Financial Group. He serves as executor and durable power of attorney for family estates, managing asset distributions under those responsibilities. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation process and offers both discretionary and non-discretionary portfolio management, integrating retirement-plan consulting and administration through partnerships uncommon among similarly sized enterprises.

Jason Mardinly is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Sage Financial Group Inc. since 2017. He previously worked at Wisdom Planning, LLC, Andrew Garrett, Inc., and Cordasco Financial Network, LLC. Outside of his advisory role, Mr. Mardinly is an Adjunct Professor at Temple University, where he teaches a course on personal financial planning and investing. 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 also provides family office services and manages affiliated private pooled real-estate funds, incorporating specialized structures such as performance-based compensation and partnerships for estate-planning.

William Adelsberger is a financial advisor with Capital Analysts, holding a Series 63 designation and 28 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1998 and has worked at Asplundh since 1990. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house Investment Management & Research team to guide investment decisions.

Andrew Campbell is a financial advisor with Gladstone Wealth Partners in Blue Bell, PA, holding Series 63 and Series 65 licenses. He has 17 years of industry experience with prior roles at LPL Financial, Bank of America, Merrill, Citizens Securities Inc., Cuso Financial Services, and Private Advisor Group. Outside of his advisory work, he teaches at Montgomery County Community College. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who customize strategies and utilize third-party managers and model portfolios, offering services that include discretionary portfolio management and ERISA plan roles.

Neil Adams is a financial advisor at Copeland Capital Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Copeland since 2015. Prior to that, he was with Northern Lights Distributors, LLC and Vigilant Distributors, LLC. Outside of his advisory role, he is involved in managing a rental property. Copeland Capital Management provides discretionary and non-discretionary portfolio management, model-delivery, and sub-advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, trusts, foundations, corporations, and institutional investors. The firm employs a conservative, dividend-growth oriented investment approach utilizing fundamental, quantitative, macroeconomic, and technical analysis across various market-cap strategies and fixed-income/balanced portfolios.

Mark Comyns is a financial advisor with Independence Square Holdings, LLC, holding a Series 63 designation and over 44 years of industry experience. His career includes roles at LPL Financial, Wharton Advisory Group, Private Advisor Group, and The Philadelphia Group. 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 employs a range of investment strategies and combines in-house portfolio management with third-party offerings, utilizing digital platforms and algorithmic tools to tailor recommendations to client objectives.

Robert Shelton is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Kingsview Wealth Management, LLC. He has been with Edward Jones since 2012. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through a combination of advisor-led planning and model-based strategies, including proprietary ETFs and access to alternative investments.

John Marsini is a financial advisor with Ethos Financial Group, LLC, holding a Series 63 designation and bringing 21 years of industry experience. He has worked at Innovation Partners LLC, MML Investors Services, and Mass Mutual Life Insurance Company. In addition to his advisory work, Marsini is a licensed attorney maintaining bar admission since 1987 and fulfilling continuing legal education requirements. Ethos Financial Group serves individuals, trusts, estates, government entities, and charitable organizations, offering investment management, financial planning, estate planning, and insurance consulting. The firm employs model portfolios and a core allocation strategy combining index-based exposures into diversified portfolios, supplemented by third-party research and optional tax-overlay management.

Anthony Mascherino Jr. is a financial advisor at Altitude Capital Management LLC with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including USA Benefits Group, Alliance America, and Allstate Insurance Company. In addition to advising, he assists with individual tax return preparation during tax season. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs a multi-team approach to tailor strategies based on client objectives, using techniques such as asset allocation, dollar-cost averaging, and technical analysis.

Tyler Mangum is a CFP® with 16 years of industry experience, currently serving as an advisor with Capital Analysts in Lansdale, PA. He has been with Lincoln Investment Planning, Inc. since 2009. Mangum is also a partner and co-founder of MC Capital Management, LLC, a financial services firm. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house Investment Management & Research team to guide investment decisions.