Douglas Sweeney is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes roles at Private Advisor Group, LLC, LPL Financial, Wells Fargo Clearing, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. Independence Square Holdings serves individuals, retirement plans, and institutional clients, offering financial planning, portfolio management, pension consulting, and ERISA advisory services. The firm employs a multi-team approach with about 40 advisors, utilizing customized and model portfolios, third-party solutions, and digital platform services to implement client strategies.

Andrew Mccloskey is a financial advisor with Nations Financial Group, Inc., holding a Series 66 designation and 19 years of industry experience. Prior to joining Nations Financial Group in 2019, he worked for Wells Fargo Advisors Financial Network LLC for 10 years. Outside of his advisory role, Mccloskey serves as president of the Ambassadors Fund for Catholic Education, a charitable family foundation, and holds board positions with the Martin DePorres Foundation and the James A Finnegan Foundation. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach combines proprietary model portfolios with the option to select outside managers, tailoring recommendations based on client objectives, risk tolerance, and liquidity needs.

Mark McMahon is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at LPL Financial, Private Advisor Group, Raymond James & Associates, and Wells Fargo Clearing. Independence Square Holdings serves individuals, retirement plans, and institutional clients with financial planning, portfolio management, and ERISA advisory services. The firm offers a multi-team approach combining customized portfolios, model portfolios, and third-party solutions, including access to alternative investments and digital platform services.

Rita Camp is a financial advisor at Santander Securities LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Santander Securities and Santander Bank since 2015, with prior experience at Wells Fargo and Uber. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and centralized client support.

Joseph Rowan is a financial advisor at Girard Advisory Services, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Ameriprise Financial Services and PGIM Investments LLC. Outside of his advisory work, he serves as a youth and high school football referee. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes asset allocation and diversification through a proprietary research process and offers both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting.

Matthew Norwood is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Capital Analysts. He has worked at Capital Analysts and Lincoln Investment since 2018 and was previously with The Vanguard Group starting in 2014. Outside of advisory roles, Norwood is a seminar instructor for continuing education courses in financial planning. 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, customized and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Rebecca Bostwick is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with eight years of industry experience. She holds a Series 65 designation and has been with CliftonLarsonAllen Wealth Advisors since 2014. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation using model portfolios that combine mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate planning and implementation.

Philip Cook is a financial advisor with Arax Advisory Partners, holding a Series 65 designation and 18 years of industry experience. He previously worked at Hirtle Callaghan & Co. for 13 years before joining SRS Capital Advisors, Inc. and later Arax Advisory Partners. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal and external portfolio management with tailored asset allocation and offers a range of advisory services, notable for its use of performance-based fee arrangements and carried interest structures for qualified investors and private funds.

Henry Miller is a CFA® charterholder and Series 63 licensee with 10 years of industry experience. He has been with Miller Investment Management, LP since 1998. Outside of his advisory role, he serves as a director on the boards of several fast casual restaurant businesses and a music production and publishing company. Miller Investment Management provides advisory and supervisory services to individuals, pension plans, foundations, trusts, and private pooled vehicles. The firm employs a combined fundamental and technical analysis approach with a long-term focus, managing both discretionary and non-discretionary assets across separately managed accounts and private funds.

Brian Todaro is a CFP® professional with four years of experience currently serving at Kathmere Capital Management, LLC. He has worked at Kathmere since 2020 and previously held a position at Ditech Home Loan. Kathmere Capital Management 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 using ETFs, mutual funds, and select individual securities, with active oversight and client collaboration.

William Burrough is a financial advisor with McAdam LLC based in Radnor, PA. He holds a Series 65 credential and has two years of industry experience. Burrough founded the Boys Pajama Drive, a charitable organization focused on fundraising and collection efforts. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, utilizing a multi-team approach that includes discretionary account management and a range of investment options from mutual funds to alternative assets.

Bryan Pecherek is a financial advisor with The AmeriFlex Group, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include positions at LPL Financial and Invest Financial Corporation. Outside of his advisory work, he serves as an umpire for high school baseball games and is a panel member on AssetMark Inc.'s Field Advisory Board. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing model asset allocations and both discretionary and non-discretionary manager relationships.

John Sion is a CFP® with 27 years of industry experience and has been with Sage Financial Group Inc. since 1998. He serves as a named trustee on a client portfolio managed by the adviser, a role undertaken at the client’s request without specific compensation. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors, offering investment management and financial planning services that include family office support and coordination with other professional advisors. The firm’s approach is based on fundamental analysis and a long-term purchase orientation, with notable activity as adviser to affiliated private pooled real-estate funds.

Michael Butrica is a financial advisor with Great Valley Advisor Group, LLC, holding 14 years of experience through his ongoing work with Butrica and Associates LLC and one year with Great Valley Advisor Group. He is also active as a real estate agent in Schwenksville, PA. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts, offering a range of discretionary and non-discretionary investment management and financial planning services. The firm focuses on individualized portfolio construction and oversight, utilizing both in-house and third-party strategies across various platforms.

Stephen Schultz is a financial advisor with Capital Analysts holding a Series 66 designation and 12 years of industry experience. He has been with Lincoln Investment Planning since 2014 and joined Capital Analysts in 2023. 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, custom and model portfolios, third-party manager access, and retirement-plan advice, delivering investment management through both discretionary and non-discretionary approaches supported by an in-house research team.

Jeffrey Karpel is a financial advisor at Sage Financial Group Inc. with 20 years of industry experience. He holds the Series 65 designation and has been with Sage Financial Group since 2006. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors by offering discretionary and non-discretionary investment management and financial planning. The firm’s investment approach is based on fundamental analysis and a long-term purchase orientation, and it provides family office services including retirement and tax planning, concentrated stock and insurance reviews, and coordination with other professional advisors.

Alexander Nikpour is a CFP® with 10 years of industry experience, currently serving at Ethos Financial Group, LLC since 2022. He previously worked at Almanack Investment Partners and Wells Fargo Clearing. Outside of his advisory role, he serves as chair of the advisory board for Limelight Intelligence, Inc. and is a member of the advisory board for a golf simulator community, contributing to marketing and financial strategy. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations with discretionary and non-discretionary investment management, financial planning, estate planning, and related consulting. The firm uses model portfolios focused on diversified, risk-conscious allocations and supplements its process with third-party research and tax-overlay management.

Dennis Maguire Jr. is a Series 66-credentialed financial advisor at Simplicity Wealth with 23 years of industry experience. He has held roles at Cetera, Creative Planning Institutional Advisors, Principal Financial Services, and Ameriprise. Maguire serves as a board member of The Hill School, where he assists with strategic decisions on operations and enrollment. Simplicity Wealth provides advisory services to a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm typically employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, alongside model portfolios that are actively monitored and rebalanced.

Coby Schwartz is a financial advisor at Copeland Capital Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Janney Montgomery Scott, LLC, Sei Investments, and Northern Lights Distributors, LLC. Copeland Capital Management is an SEC-registered investment adviser managing discretionary portfolios for a diverse client base, including individuals, pension plans, trusts, and institutional investors. The firm employs a conservative, dividend-growth investment approach across various market-cap strategies and international sleeves, managing over $4 billion in discretionary assets and utilizing a significant model-delivery business.

John Einspanier is a CFP® and Series 66 licensed financial advisor with 10 years of industry experience. He has been with Legacy Advisors, LLC since 2020 and previously worked at Oakwood Capital Management LLC, Northwestern Mutual Wealth Management Company, and TD Ameritrade. Legacy Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm offers modular financial planning and portfolio management, tailoring advice and portfolios to client objectives using a mix of mutual funds, ETFs, independent managers, and other strategies.