Sean Wilson is a financial advisor at Wealthcare Advisory Partners LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at JFS Wealth Advisors, Ascensus, and McAdam LLC. Outside of his advisory roles, he was involved with Crabhouse at Two Mile Landing from 2016 to 2018. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth management, investment management, financial planning, and access to alternative and private placement investments using a goals-based planning approach and evidence-based investment framework.

Timothy Dorazio is a financial advisor at Independence Square Holdings, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including LPL Financial, KeyBank, and PNC Bank. Outside of his advisory work, Dorazio serves as a referee for the USA Hockey League. 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 variety of investment strategies combining fundamental, quantitative, technical, and modern portfolio theory approaches, and offers digital platform access alongside model and customized portfolios.

Matthew Mayer is a CFP® with 13 years of industry experience, currently associated with M Holdings Securities, Inc. and Perspective Financial Group since 2021. He previously worked at Brumbaugh Wealth Management and spent eight years at THE Vanguard Group. Outside of his advisory work, he serves as treasurer for Chester County Young Life, assisting with budgeting and financial reviews. M Holdings Securities, Inc. serves a broad range of clients, including individuals, retirement plans, and charitable organizations, through a nationwide network of independent firms. The firm provides a variety of advisory and brokerage services, including discretionary investment management and retirement plan consulting, supported by a platform that combines portfolio management and third-party sub-advisors.

Kevin Ralph is a CFP® professional with 15 years of experience in the financial advisory industry. He is currently with Wealthcare Advisory Partners LLC and has been with the firm since 2018, following prior experience at LPL Financial starting in 2014. 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 using patented Wealthcare software and incorporates behavioral economics, quantitative metrics, and both passive and active investment strategies.

Henry Supinski III is an advisor at Wealthcare Capital Management LLC with four years of industry experience. He previously worked at SAP and Mambu Americas Inc and is dually registered with Wealthcare Advisory Partners LLC and Wealthcare Capital Management LLC, splitting his time between the two firms. Wealthcare Capital Management LLC is a multi-team SEC-registered adviser managing approximately $3.93 billion for over 5,600 clients through 33 advisors. The firm serves individual and high-net-worth clients, as well as intermediaries, using a long-term, evidence-based investment approach combined with behavioral economics and proprietary quantitative measures.

David Emery is a CFP® with 22 years of industry experience, currently serving as an advisor at Waverly Advisors, LLC. His prior roles include positions at Planning Capital Management Corp and The Marshall Financial Group, Inc. He also teaches a personal finance course as an adjunct professor at Temple University. 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-market allocations, serving a broad client base that includes both non-high net worth and high net worth individuals.

David Hill Jr. is a CFP® and CFA® with 14 years of industry experience. He is currently an advisor at Kathmere Capital Management, LLC and has previously worked at firms including LNW Wealth Management and Miller Investment Management. Kathmere Capital Management provides investment management, financial planning, family office services, and retirement plan consulting to individuals and institutional sponsors. The firm employs a top-down, model-portfolio approach primarily using ETFs and no-load mutual funds, while also managing private fund investments such as the Kathmere Private Markets Fund 2024 LP.

William Fox is a Series 65-licensed financial advisor with McAdam LLC, based in Radnor, PA, bringing seven years of industry experience. Prior to joining McAdam, he worked at Penn Dot and Indiana University Pennsylvania. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client portfolios using fundamental analysis and offers diversified investment options, including less liquid assets and digital exposures, while also providing subscription-based planning products and estate-document services.

Billy Webster Jr. is a financial advisor at Wharton Business Group, LLC in Malvern, PA, holding a Series 63 designation with 34 years of industry experience. He has been with Wharton Business Group since 2009. Wharton Business Group provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a combination of charting, fundamental and technical analysis with both long- and short-term purchase strategies, and incorporates artificial intelligence tools for operational support.

Michael Lovecchio is a CFP® professional with 13 years of industry experience. He has worked at Jacobi Capital Management, LLC since 2017 and previously held roles at LPL Financial LLC, Renaissance Investment Consultants Holding Co., and WFG Investments Inc. Outside of his advisory work, he is involved with MDL Advisory Services, LLC, a business entity for tax and investment purposes. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts on a limited discretionary basis. The firm combines fundamental security analysis with a “fusion” approach blending finance, engineering, psychology, and history, and constructs portfolios using tactical, opportunistic, and complementary strategies with defined risk constraints.

Stephen Lee is a financial advisor at Logan Capital Management, Inc. with 33 years of industry experience. He has held roles at Logan Capital Management since 1994 and at Lcm Partners since 2000. Lee serves as treasurer for The Philadelphia Charity Ball, a nonprofit organization focused on fundraising. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for individual and institutional clients. The firm employs a combination of macroeconomic analysis, proprietary quantitative screens, fundamental research, and technical analysis across various equity and fixed-income strategies.

Bradley Williams is a financial advisor at BC Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MAFG RIA Services, Inc. for 10 years. Outside of his advisory role, he serves as president of the Old Grad Award Foundation, a scholarship organization, and volunteers as a board member for Business Leadership Organized for Catholic Schools. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, and institutional clients. The firm focuses on non-discretionary investment management utilizing fundamental analysis, charting, and a range of strategies including long-term, short-term, trading, options, and alternatives.

Kaleb Burns is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with firms including LPL Financial and Citizens Securities, Inc., and currently serves in compliance roles with ISQ Capital LLC. Outside of his advisory work, he manages a consignment event as a part-time rack team manager. Independence Square Holdings, LLC provides investment advisory, financial planning, pension consulting, and portfolio management services to a diverse client base including individuals, retirement plans, corporations, charitable organizations, and government entities. The firm utilizes a variety of investment strategies and offers extensive digital tools and platform services to tailor solutions to client objectives.

Carl Schultz is a financial advisor at Waverly Advisors, LLC with 45 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Waverly Advisors in 2025, he worked at Forefront Wealth Management, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a co-trustee with a family member and holds power of attorney for his father. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, providing both discretionary and non-discretionary portfolio management alongside financial planning and multi-family office services.

Douglas Waltz is a financial advisor with Founders Financial Securities LLC who holds a Series 66 designation and has three years of industry experience. Prior to his current role, he worked for Liberty Mutual Insurance Company for 35 years. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, access to third-party asset managers, financial planning, retirement consulting, and brokerage and insurance services, with investment approaches implemented through various firm programs and non-traditional delivery methods.

Ben Sheridan is a financial advisor at Nations Financial Group, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, JPMorgan Securities LLC, and several other firms. Sheridan serves as a board member and treasurer of Squash Dreamers, a nonprofit organization providing youth enrichment programs for refugee girls in Jordan. Nations Financial Group, Inc. offers advisory services to a wide range of clients, including individuals, pension plans, trusts, charitable organizations, and businesses. The firm provides discretionary and non-discretionary portfolio management, pension consulting, and multiple model portfolio options employing various investment strategies and risk profiles.

Matthew Mcgroarty is a financial advisor with Nations Financial Group, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Nations Financial Group in 2023, he worked at Wells Fargo Advisors from 2015 to 2023. Mcgroarty also owns and operates McGroarty Investment Group, providing investment and advisory services. Nations Financial Group, Inc. offers investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach utilizes proprietary model portfolios alongside outside managers, allowing advisors to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Ryan Shanley is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at LPL Financial, Jacobi Capital Management, Hornor, Townsend & Kent, and Penn Mutual Life Insurance Company. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals—including high-net-worth clients—retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.

Robyn Jameson is a CFP® professional with 23 years of industry experience, currently serving at Merit Financial Advisors. Her career includes roles at Purshe Kaplan Sterling Investments and Trinity Financial Partners, where she holds ownership and compliance positions. Outside of her advisory work, she is involved in nonprofit organizations, serving as Treasurer for Intimate Allies and Chair of the Delaware County Christian School Development Committee, and participates on the finance committee of the CRC Watersheds Association. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base, including individuals, retirement plan sponsors, and institutions. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

James Leasure is a CFA® charterholder with six years of experience at Kathmere Capital Management, LLC. Prior to joining Kathmere, he held positions at CBRE, the Penn Museum, and Leslie's, Inc. Kathmere Capital Management, LLC provides investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional sponsors such as pension plans, endowments, and foundations. The firm employs a top-down, model-portfolio approach primarily using ETFs and mutual funds, supplemented by individual securities and private fund allocations.