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.

Adam Greene is a CFP® and holds a Series 65 license, currently advising at Sage Financial Group Inc. He has nine years of industry experience and has been with Sage Financial Group since 2016. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors by offering investment management and financial planning with a focus on fundamental analysis and long-term purchase strategies. The firm also provides family office services and is noted for advising affiliated private pooled real-estate funds, including a Qualified Opportunity Fund.

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.

Brady Yohn is a financial advisor with Advisory Services Network and holds Series 63 and Series 65 designations. He has three years of industry experience, including prior roles at The Vanguard Group and a variety of positions outside finance such as at Harvey's Main Street Barbecue and the University of Scranton. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and uses a range of strategies across various asset classes to align portfolios with client objectives.

Christopher Powers is a financial advisor at Girard Advisory Services, LLC with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at Girard Advisory Services since 2018. His previous experience includes positions at Efficient Advisors LLC and TD Ameritrade, INC. Powers also owns and maintains a rental property. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification through a proprietary research process and an Investment Committee, offering both discretionary and non-discretionary management to high-net-worth clients and plan sponsors.

Andrew Purcell is a financial advisor at Kathmere Capital Management, LLC with 16 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Kathmere in 2026, he worked at HBKS Wealth Advisors and Locust Capital Management LLC. Kathmere Capital Management provides investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, and institutional sponsors. The firm employs a top-down, model-portfolio investment process using ETFs, mutual funds, and other securities, and also manages pooled investment vehicles such as the Kathmere Private Markets Fund 2024 LP.

Alex Deck is a financial advisor with Diversify Advisory Services, LLC in Conshohocken, PA. He holds Series 63 and Series 65 licenses and has six years of industry experience, including three years at Hornor Townsend & Kent Inc. and ongoing work with Penn Mutual Life Insurance Co. Deck served in the United States Army National Guard from 2013 to 2019. Outside of his advisory role, he operates an insurance brokerage business providing multi-line insurance products. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small businesses. The firm employs a tactical diversification strategy and individualized asset allocation, offering a range of portfolio management options and customized financial planning services.

John Krol is a financial advisor with Legacy Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at M Holdings Securities, Inc. and Legacy Advisors since 2006. Krol serves on the boards of The Legacy Foundation and Merakey, and he is board president of Life Tree Pharmacy. Legacy Advisors, LLC manages approximately $4.18 billion in client assets, providing portfolio management, financial planning, retirement plan consulting, and selection-of-other-advisor services. The firm serves pension and corporate retirement plans, charitable organizations, and individual investors, employing a blend of fund, fundamental, and technical analysis alongside manager monitoring and sub-advisory arrangements.

Edward Sep is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at Good Life Advisors, LLC, Private Advisor Group, LPL Financial, and Merrill. Outside of his advisory work, he has operated Good Life Advisors LLC, an independent investment advisory firm, and has served as a fixed insurance agent. Great Valley Advisor Group is an SEC-registered, multi-team 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, combining in-house strategies with third-party managers and platforms such as LPL, Fidelity, and Schwab.

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 financial advisor at Modera Wealth Management, LLC with 19 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at firms including Lincoln Investment, Fidelity, and Ameriprise. He serves as a board member for the College for Financial Planning, contributing to the evaluation of educational initiatives in the financial services sector. Modera Wealth Management offers wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines traditional investment management with in-house accounting and tax services, business coaching, and other ancillary offerings.

Jack Costello is a financial advisor at Ethos Financial Group, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Alden Investment Advisors and J. Alden Associates, Inc. Outside of his advisory role, he works as a freelance writer in a non-investment related capacity. Ethos Financial Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering investment management and comprehensive financial planning through model portfolios and diversified allocation strategies.

Thomas Mchugh is a Series 65-licensed financial advisor with 12 years of industry experience. He has worked at Independence Square Holdings, LLC since 2019 and previously held roles at LPL Financial, Private Advisor Group, LLC, and Logan Capital Management. Independence Square Holdings serves a diverse client base, including high-net-worth individuals, retirement plans, and institutional clients, providing financial planning, portfolio management, and pension consulting. The firm utilizes a blend of customized and model portfolios, incorporates third-party solutions, and leverages digital platforms and alternative investment options as part of its multi-team advisory approach.

Michael Slattery is a financial advisor with Independence Square Holdings, LLC, holding a Series 63 designation and over 31 years of industry experience. He has worked at Independence Square Holdings since 2019 and has been affiliated with LPL Financial since 2013. Independence Square Holdings (dba Independence Square Advisors) serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, pension consulting, and ERISA advisory services. The firm operates as a multi-team adviser with about 40 advisors, offering discretionary and non-discretionary management, model portfolios, and access to third-party managers and advisory programs.

Eric Hershman is a financial advisor with Capital Analysts in Wayne, PA, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Capital Analysts Incorporated since 2001 and has also worked at Lincoln Investment since 2012. Outside of his advisory roles, he is the owner of Hershman & Associates, a business involved in the sales and service of insurance-related products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement plan advice through a nationwide network, combining discretionary in-house management with non-discretionary advisor and third-party solutions.

Erich Hohenleitner is a financial advisor at McAdam LLC with six years of industry experience. He holds a Series 65 designation and has worked at McAdam since 2020. His prior roles include work with Adelphia Research Program, AMG Aluminum, McDermott Lawn Care, and Villanova University. McAdam LLC advises individuals, trusts, estates, and institutional clients, offering financial planning, investment management, and retirement plan consulting. The firm manages client portfolios using fundamental analysis and includes specialized investments such as direct indexing and private funds, with discretionary account management and ongoing portfolio review.

William Lane III is a financial advisor at Ethos Financial Group, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Almanack Investment Partners, Wells Fargo Clearing, Credit Suisse Securities, and Deutsche Bank Securities. Outside finance, he is the founder and CEO of Praktikant, a software company, where he provides strategic guidance and beta testing. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering investment management and comprehensive financial planning. The firm utilizes a model portfolio approach with diversified, risk-conscious allocations supported by third-party research and incorporates AI tools for operational purposes.