Tamara Higgins is a financial advisor with Regal Investment Advisors LLC and holds Series 63 and Series 65 credentials. She has 26 years of industry experience, including prior roles at Regulus, LLC and Kestra Financial Services, Inc. Outside of her advisory work, she is involved in insurance sales and marketing, and conducts workshops through the TruAdvisor Network, as well as participates in software sales related to estate planning. Regal Investment Advisors, operating as LionShare, offers model portfolio implementation and discretionary investment management services primarily to unaffiliated advisers and their clients, managing approximately $2.88 billion across proprietary and third-party strategies through an enterprise-scale sub-advisory platform.

Blaise Milanek is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Private Advisor Group, LLC, and LPL Financial, LLC, where he has worked since 2002. Independence Square Holdings, LLC is a multi-team firm serving a broad client base with a focus on independent investment advisory services.

John Simone Sr. is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wealthcare Advisory Partners since 2018 and is also affiliated with LPL Financial since 2012. Outside of his advisory roles, he is involved in the sales of various insurance products, including life, long-term care, and disability insurance. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, and access to alternative and private placement investments, supported by proprietary technology and an evidence-based investment approach.

Daniel Farrell is a CFA® charterholder with nine years of industry experience. He is currently an advisor at Core Planning and has previously worked at Mercer, The Vanguard Group, Inc., and OppenheimerFunds. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Christopher Martin is a CFP® professional with 22 years of experience in financial services. He is currently with AdvisorNet Wealth Partners and has held roles at Cetera and Bank of America. His other business activities include selling fixed insurance products. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, serving individuals, trusts, corporations, and qualified plans through diversified portfolios incorporating equities, fixed income, mutual funds, ETFs, and third-party managers.

Kristopher Thompson is a CFP® with five years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2026. His prior roles include positions at OSAIC, Triad Advisors, The Ascent Group, LLC, and Key Financial, Inc., as well as service in the United States Army from 2014 to 2018. Thompson is a board member of Legion of Valor, a nonprofit focused on providing modified sporting equipment and access to sporting events for injured veterans. Modera Wealth Management serves a diverse client base including individuals, trusts, corporations, and plan sponsors, offering wealth management, retirement plan consulting, financial planning, tax services, and business coaching. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and integrates investment management with in-house accounting and tax capabilities.

Arthur Romano is a financial advisor with Waverly Advisors, LLC, holding a Series 65 designation and four years of industry experience. He previously worked at Forefront Wealth Management for five years and Commonwealth Business Group for eight years. Waverly Advisors is a multi-team registered investment adviser that manages portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations, offering both discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting services.

Julie Kelly is a financial advisor at Logan Capital Management, Inc. with 22 years of industry experience. She holds a Series 66 designation and has been with Logan Capital Management since 2009. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for a diverse client base that includes high-net-worth individuals, institutional clients, retirement plans, and public funds. The firm employs a combination of macroeconomic analysis, proprietary quantitative screens, fundamental research, and technical analysis across various equity and fixed-income strategies.

Kiran Sweigart is a CFP® professional with 16 years of experience, currently serving as a financial advisor at McAdam LLC. She has worked at Madison Avenue Securities and ran her own practice, Sweigart Financial, since 2023. Kiran is also involved in residential real estate activities on a personal basis. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, retirement plan consulting, and related implementation support, managing client portfolios with a discretionary approach and incorporating a range of asset types and specialized exposures.

Frederick Bacani is a financial advisor at Concentric with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Concentric since 2025, following a tenure at Pathstone beginning in 2023 and over two decades at Veritable, LP. Concentric provides discretionary sub-advisory portfolio management and model portfolio construction primarily to other registered investment advisers and financial institutions. The firm employs quantitative portfolio-optimization software combined with qualitative oversight to tailor strategies, offering services that include tax-loss harvesting overlays, ESG overlays, direct indexing, and specialized fixed-income mandates.

Christopher Powers is a financial advisor with Girard Advisory Services, LLC, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. He has worked at Girard Advisory Services since 2018 and previously held positions at Efficient Advisors LLC and InStream Solutions. Outside of advising, he manages a rental property. Girard Advisory Services, LLC is a fee-only registered investment adviser that serves individuals, trusts, estates, charitable organizations, and plan sponsors. The firm emphasizes asset allocation and diversification through a proprietary research process and an Investment Committee, offering a range of strategies including tax-managed direct indexing and options overlays. It is a wholly owned subsidiary of Univest Bank and Trust Co., enabling it to recommend banking, trust, brokerage, and insurance services alongside investment management.

Andrew Storti is an investment advisory representative with AdvisorNet Wealth Partners, holding Series 63 and Series 66 designations and possessing 21 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and Cetera. He is also a partner and Chief Investment Officer at Brumbaugh Wealth Management. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using a range of asset classes and employs both discretionary and non-discretionary management strategies.

John Loper is a CFP® and ChFC® with 19 years of experience in financial advising. He currently works at Modera Wealth Management, LLC and previously held roles at Lincoln Investment and the CFP Board of Standards. He serves as a board member for the College for Financial Planning, contributing to evaluation and governance in financial education. Modera Wealth Management, LLC provides wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation approach based on Modern Portfolio Theory and combines investment management with in-house accounting and tax services, supporting a broad range of client needs.

Thomas Mchugh is a Series 65-licensed financial advisor at Independence Square Holdings, LLC with 12 years of industry experience. His work history includes roles at Logan Capital Management, Private Advisor Group, and LPL Financial. He is involved in The Philadelphia Group, an entity affiliated with his LPL business. Independence Square Holdings, LLC offers investment advisory, financial planning, pension consulting, and portfolio management services to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory techniques, integrating both in-house portfolio management and third-party options, with a notable emphasis on digital platforms and algorithmic tools.

Michael Slattery is a financial advisor at Independence Square Holdings, LLC with 31 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2013. Independence Square Holdings 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 LPL-sponsored programs and algorithmic tools, offering both discretionary and non-discretionary client relationships.

Eric Hershman is a financial advisor with Capital Analysts, holding a Series 63 designation and 43 years of industry experience. He has been with Capital Analysts since 2001 and has also worked at Lincoln Investment since 2012. Outside of his advisory role, he owns Hershman & Associates, a business involved in the sale and service of insurance-related products. 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, utilizing an in-house Investment Management & Research team and proprietary screening tools to support its investment decisions.

Erich Hohenleitner is a Series 65-licensed financial advisor at McAdam LLC in Radnor, PA, with five years of industry experience. He has been with McAdam since 2020 and previously worked at the Adelphia Research Program, AMG Aluminum, McDermott Lawn Care, and Villanova University. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, retirement plan consulting, and implementation support. The firm manages client portfolios using fundamental analysis and includes a range of investment vehicles from mutual funds to specialized exposures such as private investment funds and cryptocurrency-related products.

Christopher Colasurdo is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at McAdam LLC. He has worked at Madison Avenue Securities since 2025 and was with Purshe Kaplan Sterling Investments from 2014 to 2024. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages client portfolios on a discretionary basis, utilizing a range of investment vehicles including mutual funds, ETFs, independent managers, and alternative assets, and features offerings such as a tiered subscription planning product and monitored use of artificial intelligence tools.

Thomas Hayn is a financial advisor at Aegis Capital Corp. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, Citizens Securities, Inc., and Santander Securities LLC. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by offering investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm provides both discretionary and non-discretionary account options and supports trade execution, clearing, custody, and reporting services.

Adam Soloff is a CFP® with 30 years of experience in the financial services industry. He is currently affiliated with Wealthcare Advisory Partners LLC and has a long tenure at LPL Financial. Soloff is also an author, having published a book titled *Mindful Finance*. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach incorporating patented software and behavioral economics, utilizing both passive and active investment strategies alongside dynamic rebalancing.