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.

Marley Smith is a financial advisor at Modera Wealth Management, LLC with one year of industry experience. Marley holds a Series 65 designation and has previous work experience at The Pennsylvania State University, Susquehanna University, Brandywine Heights High School, and The Bally Spring Inn. Modera Wealth Management provides fiduciary, fee-only advisory services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers diversified portfolio management, retirement plan consulting, financial planning, tax services, and trust-related services.

Michael Pultro is a financial advisor at Maridea Wealth Management with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC for 17 years, among other firms. Outside of advising, he operates a business related to his LPL activities. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with a team of 33 advisors managing approximately $1.97 billion in assets. The firm uses a diversified, tax-aware investment strategy focused on long-term horizons and integrates AI tools for research and administrative support under human oversight.

Quinn Michel is a CFP® at Waverly Advisors, LLC with six years of industry experience. Prior to joining Waverly Advisors in 2024, he worked at Planning Capital Management and Brickshire Investment Group. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of financial planning and retirement consulting 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.

Stephen Haney is a CFA® charterholder located in Wayne, PA, with 14 years of industry experience. He has worked at Modera Wealth Management, LLC since 2021, following positions at Independence Advisors, LLC, Lincoln Financial Advisors, Raymond James Financial, and Equitable Advisors. Modera Wealth Management offers wealth management, portfolio management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. The firm’s investment approach emphasizes diversified asset allocation based on Modern Portfolio Theory, combined with an in-house accounting and tax capability and additional services such as business coaching and personal trustee roles.

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 six years of industry experience. He holds the Series 66 designation and has previously worked at Janney Montgomery Scott, LLC, The Vanguard Group, Inc., Infinia Search, and Deloitte LLP. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, retirement plan consulting, and related services to individuals, trusts, estates, charitable organizations, and business entities. The firm serves both individual clients, including high-net-worth households, and plan sponsors, emphasizing asset allocation, diversification, and tailored portfolios through a proprietary research process and an Investment Committee.

Andrea Fitzgerald is a financial advisor at Modera Wealth Management, LLC with six years of industry experience. She holds a Series 65 credential and has worked at several firms, including Independence Advisors, LLC, Kyffin Grove / Sage Senior Living, CliftonLarsonAllen Wealth Advisors, and Legacy Advisors. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers services such as wealth management, retirement plan consulting, tax planning, and trust-related services.

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 at McAdam LLC with eight years of industry experience. He has been with McAdam since 2018 and previously worked at Always a Part Rentals and Blue Knob All Seasons Resort. 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, managing client accounts on a discretionary basis with a diversified approach that incorporates both traditional and specialized investment exposures.

James Wade is a Series 65-credentialed advisor at Gradient Advisors, LLC, with one year at the firm and prior experience as an independent agent since 2012. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, 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 risk analysis and a mix of fundamental, technical, and cyclical portfolio strategies.

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.

Francis Burke Jr. is a financial advisor with M HOLDINGS SECURITIES, Inc. holding CFP® and ChFC® designations and 49 years of industry experience. He has worked at M. Holdings Securities since 2001 and has been with Perspective Financial Group LLC, an Alera Group Company, since 2011. Burke manages a seven-person team and provides services in insurance, investments, and financial, estate, and business planning. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and financial professionals. The firm offers a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, using both in-house portfolio managers and third-party sub-advisors.

Clinton Lynch is a CFP®-credentialed financial advisor at CW Advisors, LLC with 19 years of industry experience. His prior roles include positions at Congress Wealth Management, Apexium Financial, Charles Schwab, TD Ameritrade, and Eaton Vance Management. CW Advisors, LLC is a multi-team firm offering investment management, comprehensive wealth planning, and family office services to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm uses a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG strategies and is part of the larger Osaic corporate group, providing access to trust, lending, alternative investment platforms, and continuity solutions for independent advisors.

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 at Gladstone Wealth Partners with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including LPL Financial, Bank of America, Merrill, and Wells Fargo. He also teaches at Montgomery County Community College. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through nearly 100 investment adviser representatives. The firm offers a range of investment approaches and integrates retirement-plan services with institutional manager relationships.

Nicole Sennett is a financial advisor with Ethos Financial Group, LLC and holds a Series 66 designation. She has 20 years of industry experience, including roles at Merrill Lynch and Raymond James Financial Services. Outside of her advisory work, she owns a travel app called All4AJ. Ethos Financial Group serves a diverse client base including individuals, trusts, and charitable organizations, providing investment management and financial planning through model portfolios and a core allocation strategy that incorporates index-based exposures and various external managers.