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 at Kathmere Capital Management, LLC with three years of industry experience. He has worked at Kathmere since 2020, previously employed at Ditech Home Loan and Rolling Green Golf Club, and studied at Penn State University. 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. The firm employs a top-down, model-portfolio approach primarily using ETFs and no-load mutual funds, alongside individual securities and private fund allocations, overseen by an Investment Department and Committee.

William Burrough is a financial advisor at McAdam LLC with one year of industry experience. He holds a Series 65 designation and has worked at Di Bruno Bros. and AmeriSourceBergen, among other roles. Burrough is also the founder of Boys Pajama Drive, a charitable organization focused on fundraising and collection efforts. 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, implementing portfolios through fundamental analysis and offering a range of strategies including alternative and specialized investments.

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 at Great Valley Advisor Group, LLC with 14 years of experience at Butrica and Associates LLC and one year at Great Valley Advisor Group. He is also active as a real estate agent outside of his advisory work. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and ongoing oversight, utilizing both in-house and third-party strategies.

Daniel Morse is a financial advisor with Independence Square Holdings, LLC in King of Prussia, PA, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior experience includes roles at Private Advisor Group, LLC and LPL Financial, LLC. Outside of advisory work, he is involved in various insurance-related business activities, including life, disability, and long-term care insurance. Independence Square Holdings, LLC is a multi-team firm serving a diverse client base with independent investment advisory services.

Michael Flaten is a financial advisor at Rockwood Wealth Management, LLC with eight years of industry experience. He previously worked at BlackRock Inc. and PNC Capital Markets. Rockwood Wealth Management serves individuals, families, and related entities by providing financial planning, wealth management, and investment management through personalized consultations and tailored portfolios. The firm focuses on a passive investment approach using globally diversified allocations primarily through mutual funds and ETFs, including Dimensional Fund Advisors strategies.

Timothy Seeger is a financial advisor with Concurrent Investment Advisors, LLC in Radnor, PA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at UBS Financial Services for 11 years. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using customized portfolios of ETFs, mutual funds, individual securities, and alternative investments, serving over 10,000 clients with approximately $9.9 billion in assets under management.

James Gilmore is a financial advisor at Rockwood Wealth Management, LLC in New Hope, PA, holding a Series 65 designation. He has been with Rockwood Wealth Management since 2025. Prior to his advisory role, he was involved with My Cooking Party from 2023 to 2025 and held positions at CloudKitchens and Gopuff. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses with comprehensive financial planning and investment management. The firm employs a passive, globally diversified investment approach and is notable for its large multi-advisor team operating from a single office while maintaining policies such as refusing commission compensation.

Robert Botel is a financial advisor at Prospera Financial Services, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Prospera since 2006. Outside of his advisory work, he serves as trustee, power of attorney, and executor for two family trusts without compensation. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer that serves individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across 207 advisors and offers a range of investment advisory and financial planning services through various platforms and customizable portfolio strategies.

Stephen Schultz is a financial advisor with Capital Analysts who holds a Series 66 designation and has 12 years of industry experience. He has been with Capital Analysts since 2023 and previously worked at Lincoln Investment Planning. Capital Analysts serves a diverse client base including individual investors, retirement plans, trusts, and corporate clients, providing discretionary and non-discretionary portfolio management through various programs and custom solutions. The firm’s investment decisions are guided by an in-house Investment Management & Research team using proprietary screening tools, and it maintains a fiduciary role with options for automated rebalancing and tax-aware strategies.

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.

Jason Cooper is a CFP® and CFA® credentialed advisor at Rockwood Wealth Management, LLC with one year of industry experience. He previously worked at Pathstone for 11 years. Rockwood Wealth Management serves individuals, families, trusts, estates, endowments, and family businesses by providing financial planning, wealth management, and investment management with tailored portfolios. The firm employs a passive investment approach emphasizing market efficiency and diversified global allocations, primarily using mutual funds, ETFs, and Dimensional Fund Advisors strategies.

Dennis Maguire Jr. is a financial advisor at Simplicity Wealth with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera and Mid-Atlantic Wealth Advisory, where he serves as principal. Outside of his advisory roles, he is president and CEO of KKH Capital Inc. and serves as a board member at The Hill School, assisting with strategic decisions on operations and enrollment. Simplicity Wealth serves a broad range of clients including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm offers advisory services such as financial planning, portfolio management, and retirement plan services, using a fund-of-funds investment approach that incorporates ETFs, mutual funds, and individual securities, along with a managed account platform for advisers.

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 and Northern Lights Distributors. Copeland Capital Management is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, trusts, and municipalities. The firm manages discretionary portfolios employing a conservative dividend-growth investment philosophy across various market-cap and international strategies, and oversees over $4 billion in discretionary assets along with significant model portfolio advisory services.

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.

Russell Parsons is a CFP® and ChFC® with 36 years of industry experience. He is currently with CW Advisors, LLC and previously worked at Purshe Kaplan Sterling Investments and Parsons Capital Management, LLC. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, and business entities. The firm employs a core-and-satellite investment approach utilizing active, passive, quantitative, and ESG strategies, and offers wealth management, family office services, retirement plan advisory, and portfolio management.