Joshua Rothbard is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 63 designation and 25 years of industry experience. He has worked at Wealthcare Advisory Partners since 2018 and has been associated with LPL Financial since 2015. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm utilizes a goals-based, client-centered planning approach supported by proprietary software and applies an evidence-based investment framework incorporating behavioral economics and quantitative measures to construct long-term portfolios.

Keandre Buckham is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 credential and beginning his advisory career in 2026. Prior to entering the financial industry, he held various positions across different sectors, including logistics and food services. Sound Income Strategies is a fee-based investment adviser serving a diverse client base, including individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers specialized services such as family-office and special-needs planning.

Robert Richards is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 66 credential and 21 years of industry experience. His career includes roles at M.S. Howells & Co., Cadaret, Grant & Co., Inc., and several financial services firms between 2012 and 2019. Richards also provides financial advisory services related to life and disability insurance policies. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based, client-centered planning supported by proprietary software with an evidence-based investment framework that includes fundamental and technical analysis and access to alternative investment solutions.

Andreas Wochtl is a CFP® professional with 12 years of industry experience, currently serving at Wealthcare Advisory Partners LLC. His prior roles include positions with Wells Fargo Clearing, Citizens Securities, Inc., and Edward Jones. He is a board member of the Swedish American Chamber of Commerce. 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 using proprietary Wealthcare software and evidence-based processes that combine quantitative metrics with fundamental, technical, and behavioral analysis, offering both passive and active investment strategies.

Zackary Dempster is a financial advisor with Bryn Mawr Trust Advisors, LLC in Philadelphia, PA. He holds a Series 65 credential and has been with the firm and its affiliate WSFS Bank since 2023. Prior to his current role, he owned and operated First State Power Wash from 2020 to 2022. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser that provides discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm manages approximately $3.51 billion in regulatory assets and employs a multi-asset investment strategy combining strategic and tactical approaches with active and passive managers.

Robert Stark III is a financial advisor at McAdam LLC in Philadelphia, PA, holding a Series 65 designation with four years of industry experience. Prior to joining McAdam in 2020, he worked at Red Dog Resort & Spa and Robert Half, and served six years in the Army National Guard. 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 tiered weekly financial-planning subscription along with alternative and specialized investment strategies.

Donal Mcguire is a financial advisor with Capital Analysts and holds a Series 63 designation. He has 33 years of industry experience, including over three decades at Lincoln Investment Planning, Inc. Mcguire previously wrote life insurance policies outside of his primary firm until discontinuing that activity. Capital Analysts serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through various programs and employs an in-house Investment Management & Research team to guide investment decisions.

Skip Massengill is a financial advisor with Realta Investment Advisors, Inc. and Realta Equities, Inc., holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. Prior to joining Realta in 2017, he spent eight years with Robert W. Baird & Co. Outside of his advisory role, Massengill is a minority owner of the Retirement Educational Institute, serves as co-chair of the ethics committee for the Philadelphia Estate Planning Council, and is a board member for youth football and a nursing home organization. He is also involved in writing educational material on retirement and leads a cyber solution storage business. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm uses personalized investment strategies based on asset allocation across various securities and operates multiple platforms and third-party manager programs to serve its diverse client base.

Brian Gassaway is a financial advisor at McAdam LLC with five years of industry experience. He holds a Series 65 designation and has been with McAdam since 2019. Prior to his current role, he worked in various positions including at Saint Joseph University and Neato Burrito. 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 across mutual funds, ETFs, independent managers, and individual securities, offering a tiered financial-planning subscription and access to alternative investment strategies.

Andrew Mccloskey is a financial advisor with Nations Financial Group, Inc., holding a Series 66 designation and 19 years of industry experience. Prior to joining Nations Financial Group in 2019, he worked for Wells Fargo Advisors Financial Network LLC for 10 years. Outside of his advisory role, Mccloskey serves as president of the Ambassadors Fund for Catholic Education, a charitable family foundation, and holds board positions with the Martin DePorres Foundation and the James A Finnegan Foundation. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach combines proprietary model portfolios with the option to select outside managers, tailoring recommendations based on client objectives, risk tolerance, and liquidity needs.

Paul Fontanes Jr. is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA. He holds a Series 65 designation and has been with MyCIO Wealth Partners since 2023. Prior to his advisory role, he worked with the U.S. Department of Navy and has a background that includes education roles at Pennsylvania State University and PA Leadership Charter School. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals and institutional clients. The firm emphasizes non-discretionary portfolio management and offers access to a range of investment vehicles, including private pooled funds and hedge funds, serving clients with substantial investible assets.

Daniel Lugo Villegas is a financial advisor with MyCIO Wealth Partners, LLC in Philadelphia, PA, holding a Series 65 designation and two years of industry experience. His prior roles include positions at KPMG, LLP and BLBB Advisors, LLC. Outside of finance, he has been involved with Brandon's Candles and has academic connections to Temple University. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm focuses on non-discretionary portfolio management and financial planning, with portfolios implemented across a range of investment vehicles including mutual funds, private funds, and alternative investments.

Michael Fisher is a CFP® professional with 22 years of experience in financial advising. He is currently with Diversified, LLC and has previously worked at Lincoln Investment Planning, Inc. and Securities Service Network, LLC. Outside of advising, he serves on the board of directors and oversees operations at Diversified Insurance, LLC. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm offers a multi-tiered planning process, discretionary and non-discretionary portfolio management, and utilizes third-party managers and platforms to tailor strategies to clients’ objectives and risk tolerances.

Matthew Norwood is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Capital Analysts. He previously worked with The Vanguard Group and Lincoln Investment. In addition to his advisory role, he leads continuing education seminars on financial planning as a seminar instructor. 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, utilizing proprietary investment models and a dedicated in-house research team.

Seth Dadds is a CFA® charterholder with 18 years of experience in the financial industry. He is currently with Bryn Mawr Trust Advisors, LLC and previously worked at Cypress Capital Management, which merged into Bryn Mawr in 2023. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other entities. The firm offers customized investment policy statements and diversified portfolios using a range of managers and products, including ESG strategies through third-party providers, and serves as a sub-adviser to WSFS Bank’s Wealth division and other advisers.

Stephen Rennard is a CFP® and holds a Series 65 license with 17 years of industry experience. He has been with MyCIO Wealth Partners, LLC since 2008. The firm provides investment advisory and related planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. MyCIO Wealth Partners offers a range of portfolio management, financial planning, and CIO services, with a focus on non-discretionary asset allocation and advising multiple affiliated private pooled investment vehicles.

Philip Cook is a financial advisor with Arax Advisory Partners, holding a Series 65 designation and 18 years of industry experience. He previously worked at Hirtle Callaghan & Co. for 13 years before joining SRS Capital Advisors, Inc. and later Arax Advisory Partners. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal and external portfolio management with tailored asset allocation and offers a range of advisory services, notable for its use of performance-based fee arrangements and carried interest structures for qualified investors and private funds.

William Burrough is a financial advisor at McAdam LLC with one year of industry experience. He holds a Series 65 designation and has worked at Di Bruno Bros. and AmeriSourceBergen, among other roles. Burrough is also the founder of Boys Pajama Drive, a charitable organization focused on fundraising and collection efforts. 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, implementing portfolios through fundamental analysis and offering a range of strategies including alternative and specialized investments.

Charles Welde is a CFP® with 22 years of industry experience, currently serving at Prosperity Capital Advisors since 2011. He is also the owner of The CP Welde Group, a tax planning and fixed insurance planning firm he has operated since 1984. Additionally, he is a General Partner with the Castle Rock Life Settlements Fund. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach incorporating core risk-based portfolios, specialized strategies, and access to private and alternative investments.

Lori Hartman is a financial advisor at Roffman Miller Associates Inc with 20 years of industry experience. She holds a Series 65 designation and has been with Roffman Miller since 2002. Roffman Miller provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.9 billion across about 1,560 client relationships, using a committee-based investment process focused on long-term objectives, diversification, and fundamental research.