Alison Pettine Wyshock is a financial advisor with LPL Financial in Horsham, PA, holding the ChFC® designation and Series 63 license, with 13 years of industry experience. She has worked at Wealthcare Advisory Partners LLC, LPL Financial, Penn Mutual Life Insurance Co, and Hornor, Townsend & Kent, Inc. Outside of her advisory roles, she is involved with Wealthcare Advisory Partners, an independent registered investment advisor. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team and accommodates various advisory and brokerage services tailored to client needs.

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.

Lucinda Peterson is a CFP® professional with 17 years of industry experience. She is currently with Bryn Mawr Trust Advisors, LLC and has previously worked at Lau Associates LLC, Bryn Mawr Trust Company, and WSFS. 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 solutions using a variety of vehicles including independent managers, mutual funds, ETFs, and private fund platforms, and serves as a sub-adviser to WSFS Bank’s Wealth division and other registered advisers.

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.

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.

Andrew Rosen is a CFP® with 22 years of industry experience, currently serving at Diversified, LLC. He has held roles at Purshe Kaplan Sterling Financial and Securities Service Network prior to his current position. Outside of his advisory work, Rosen is involved in several related business ventures including partnerships in insurance and tax services firms, as well as a leadership role in an accounting entity. Diversified, LLC provides comprehensive investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm employs a two-phase planning process and leverages third-party managers and platforms to tailor asset allocation and diversification strategies according to client goals and risk tolerance.

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.

David Balint is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and 65 licenses and four years of industry experience. His prior roles include positions at LPL Financial, Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of financial services, he has worked in landscaping and plowing with Davey Tree Expert Company. 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 both in-house strategies and third-party managers to tailor portfolios according to client objectives.

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.

Jesse Colgan is a financial advisor at Founders Financial Securities LLC with six years of industry experience. He holds the ChFC® designation and Series 66 registration. Prior to joining Founders Financial in 2022, he worked at Next Financial Group, Inc. and has been affiliated with Guided Wealth Management since 2018. Outside of advising, he consults on business succession and exit planning. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients, managing approximately $4.1 billion in assets through a network of investment adviser representatives. The firm offers multiple advisory platforms, including managed portfolios and specialized services such as 1031 exchange consulting and co-advised private wealth solutions.

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.

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.

Thomas Corner is a financial advisor at Beacon Capital Management, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Sammons Financial Network, Midland National Life Insurance Company, and Equity Services Inc. Outside of his advisory role, Corner is an author and public speaker, producing both fiction and non-fiction works, and contributes to media appearances and blog articles. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, employing data-driven tactical allocation strategies primarily executed through ETFs and mutual funds.