Matthew Sheridan is a CFP® with 16 years of industry experience, currently serving as a financial advisor at TFO Wealth Partners. His prior roles include positions at The Vanguard Group and Morgan Stanley, where he worked in both the private bank and wealth management divisions. TFO Wealth Partners manages approximately $4.85 billion in client assets for individuals, family offices, retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes long-term, asset-allocation strategies using model portfolios comprised mainly of mutual funds and ETFs, supplemented by third-party managers, and offers a range of services including portfolio management, financial and estate planning, and family office support.

Kenneth Cordella is a financial advisor with Advisory Services Network holding Series 63 and Series 66 credentials and 14 years of industry experience. His work history includes roles at Platinum Wealth Advisors, The Vanguard Group, MUFG Union Bank, and Ascend Learning. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Michael Pultro is a financial advisor with Maridea Wealth Management in New Britain, PA, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He worked at LPL Financial LLC for 17 years before joining Maridea Wealth Management in 2026. Maridea Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm focuses on long-term investment strategies using diversified, low-cost mutual funds and ETFs, alongside other securities, and offers additional services including retirement-plan fiduciary, cash management, and outsourced CFO services.

Drew Nemeth is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Great Valley Advisor Group since 2014 and has an extensive career background including roles at Linsco Private Ledger since 2007. Nemeth also manages operations at Doylestown Wealth Management, Inc. 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 a blend of in-house strategies and third-party managers across various platforms.

Michael Malone is a financial advisor with Ethos Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Almanack Investment Partners, MerCap Advisors, Pendle Hill, and Kendal/Crosslands. Malone also operates Michael Malone Investment Advisory, an investment advisory DBA under which he provides investment advice. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering discretionary and non-discretionary investment management alongside financial and estate planning and consulting services. The firm uses model portfolios and diversified, risk-conscious core allocations with a variety of investment vehicles and supplements its process with third-party research and optional tax-overlay management.

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.

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 eight years of industry experience, currently serving at McAdam LLC since 2018. Prior to joining McAdam, he worked at Dicks Sporting Goods and had roles at Always a Part Rentals and Blue Knob All Seasons Resort. McAdam LLC advises a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm provides financial planning, investment management, and retirement plan consulting, utilizing a range of investment strategies including mutual funds, ETFs, individual securities, and alternative assets, with a notable incorporation of specialized exposures and technology-assisted portfolio management.

James Wade is a financial advisor at Gradient Advisors, LLC with a Series 65 designation. He has 14 years of experience as an independent agent and joined Gradient Advisors in 2026. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary approach that incorporates fundamental, technical, and cyclical analysis.

Steven Delaney is a financial advisor with Coppell Advisory Solutions LLC and holds a Series 65 designation. He has 13 years of industry experience and has worked at Fusion Investment Advisors, LLC since 2013. Delaney is also an officer and director at American Brokerage Services, where he has been involved in life insurance, annuities, and life settlements since 1997. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm employs a tailored investment approach combining internally developed and independent asset allocation models, utilizing fundamental and technical analysis to implement strategies consistent with client objectives.

Aarush Hatti is a financial advisor with Symphony Financial, Ltd. Co. in Lansdale, PA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., and Janssen Pharmaceutical Companies of Johnson & Johnson. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities through discretionary portfolio management, financial planning, and consulting, offering comprehensive multi-family office services and self-directed retirement account management. The firm uses a long-term investment approach combining fundamental and technical analysis and provides fiduciary services and coordination of specialty family financial matters.

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.

Andrew Campbell is a financial advisor with Gladstone Wealth Partners in Blue Bell, PA, holding Series 63 and Series 65 licenses. He has 17 years of industry experience with prior roles at LPL Financial, Bank of America, Merrill, Citizens Securities Inc., Cuso Financial Services, and Private Advisor Group. Outside of his advisory work, he teaches at Montgomery County Community College. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who customize strategies and utilize third-party managers and model portfolios, offering services that include discretionary portfolio management and ERISA plan roles.

Michael Minter is a CFP® with 24 years of industry experience, currently serving at Main Street Financial Solutions, LLC since 2008. He holds Series 63 and Series 66 licenses and is involved in broker education through the Financial Planning Resource Center. Main Street Financial Solutions serves a diverse client base including individuals, trusts, pension plans, and business entities. The firm employs an academic-based, multi-asset class investment approach, utilizing mutual funds, low-cost ETFs, and selectively recommending actively managed funds and alternative investments while providing both discretionary and non-discretionary wealth management and retirement consulting services.

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.

Paul Teufel is a financial advisor at Merit Financial Advisors with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Ameriprise, GlennCo LLC, and Purshe Kaplan Sterling Investments. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by an Investment Committee, while also offering specialized services such as fiduciary and ESOP trustee work.

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.

Robert Shelton is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Kingsview Wealth Management, LLC. He has been with Edward Jones since 2012. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through a combination of advisor-led planning and model-based strategies, including proprietary ETFs and access to alternative investments.