Patrick South is a financial advisor at Arax Advisory Partners with 22 years of industry experience. He holds a Series 66 designation and has worked at SRS Capital Advisors, Inc. since 2012 and Hirtle & Co., LLC from 2004 to 2011. He is also a Managing Director and owner of SRS Investment Services, LLC, a partnership involved in collective advisory efforts. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm utilizes both in-house and external portfolio managers, offering a range of traditional and alternative investments, and supports its services with AI tools and third-party analytics.

Robert Campbell is a financial advisor with OneSeven in Malvern, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at B. Riley Wealth Advisors, Inc. and United Advisors Services, LLC. Outside of his advisory role, he is involved with RJ Campbell Investments, LLC, an investment-related business he operates as a DBA. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach with diversified portfolios and access to alternatives, utilizing both discretionary and non-discretionary arrangements.

Jeremy Kerr is a financial advisor with Great Valley Advisor Group, LLC holding a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Financial, The Prudential Insurance Company of America, Nexa Mortgage, and Quicken Loans. 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 combination of in-house strategies and third-party managers with ongoing portfolio oversight.

Daniel Agoglia is a financial advisor with Independence Square Holdings, LLC and holds the Series 63 and Series 66 designations. He has 24 years of industry experience and has worked at firms including Private Advisor Group, LPL Financial, and The Philadelphia Group. Independence Square Holdings serves individuals, retirement plans, and institutional clients with financial planning, portfolio management, pension consulting, and ERISA advisory services. The firm uses a combination of customized and model portfolios, third-party solutions, and advanced digital platforms to implement client investment strategies.

Elizabeth Madonna is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and possessing 15 years of industry experience. Her prior roles include positions at LPL Financial, Steward Partners Investment Solutions, Steward Partners Investment Advisory, Steward Partners Global Advisory, and Raymond James Financial Services. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm focuses on individualized portfolio construction and ongoing oversight, utilizing a combination of in-house strategies and third-party managers across various platforms.

Alexis Cain is a financial advisor with Capital Analysts, holding a Series 66 designation and eight years of industry experience. She has worked at Lincoln Investment Planning, LLC since 2016 and has been involved with Retro Fitness of Fairless Hills since 2013. Capital Analysts serves a range of retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm combines in-house discretionary investment management with third-party strategies and maintains institutional relationships to support its services nationwide.

Zachary Renna is a CFP® professional at BLBB Advisors with one year of industry experience. His prior roles include positions at BNY Securities Corporation, BNY, SEI Investments, and UBS Wealth Management. BLBB Advisors provides investment management and financial planning services to individuals, trusts, corporations, business owners, pension plans, and non-profit organizations, managing approximately $3.25 billion in client assets. The firm offers a range of risk-based investment objectives and incorporates both traditional and alternative strategies, including a firm-supervised Global Macro ETF strategy and an equity covered-call overlay.

William Artzerounian is a CFP® and PFS™ with eight years of industry experience. He has worked at Ritholtz Wealth Management since 2021 and previously held roles at Integer Wealth Advisors Group LLC, Grove Street Fiduciary, LLC, Compass Ion Advisors, LLC, MyCIO WEALTH PARTNERS, LLC, and Deloitte & Touche, LLP. He is also the owner of RWM Tax LLC, which provides tax planning services. Ritholtz Wealth Management advises individual and institutional clients, including high-net-worth individuals and retirement plans, offering comprehensive portfolio management and financial planning. The firm employs a goal-based investment process focusing on asset allocation and behavioral finance, utilizing diversified, low-cost ETFs along with tactical overlays and alternative investments, and provides both advisor-led and digital platform services.

Daniel Rhoads is a financial advisor at Simplicity Wealth with a Series 65 designation and five years of industry experience. He has worked at Simplicity Wealth since 2021 and previously operated independently as Daniel Scott Rhoads starting in 2018. Outside of his advisory role, he owns and operates an insurance agency where he is a licensed agent focusing on health insurance products. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside model portfolios that are actively monitored and rebalanced, while also offering technology and operational services for other advisors through its managed account platform.

Thomas Redman is a financial advisor at McAdam LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at McAdam LLC since 2015, including his current role since 2020, as well as a prior position at Purshe Kaplan Sterling Investments from 2015 to 2017. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a range of services including financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting.

Matthew Ligman is a financial advisor with Merit Financial Advisors in Berwyn, PA, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Cetera Investment Advisers, Cetera Advisors, Investment Performance Services, LLC, and PNC Bank. He is also licensed to sell fixed insurance products, including life, health, disability, fixed annuities, and long-term care. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, high-net-worth clients, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation using centrally managed portfolios, internal investment oversight, and third-party managers, while supporting both discretionary and non-discretionary account arrangements.

Richard Bell Jr. is a financial advisor at Waverly Advisors, LLC with 33 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Planning Capital Management Corp. for 24 years. Bell serves on the finance committee for Medford Leas Retirement Community in Medford, NJ. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management, financial planning, and retirement consulting services.

John Demasi is a financial advisor with CW Advisors, LLC in Wayne, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 22 years of industry experience, including prior roles at Cms Wealth Management, APW Capital, and PNC Wealth Management. Outside of his advisory work, he is involved in educational services related to health insurance and retirement plans and works as a licensed insurance broker. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base, including individuals, families, trusts, charitable organizations, and institutional clients, employing a Core-and-Satellite investment framework that integrates active and passive strategies across various asset classes.

Brian Gallagher is a CFP® with 11 years of experience in financial advising. He has been with BLB & B Advisors, LLC since 2015, including its successor BLBB Advisors, and previously worked at Burke, Lawton, Brewer & Burke, LLC from 2015 to 2019. BLBB Advisors manages approximately $3.25 billion in client assets and serves individuals, trusts, corporations, business owners, pension plans, and non-profit organizations. The firm emphasizes asset allocation through risk-based investment objectives and offers specialized strategies including a Global Macro ETF approach and an equity covered-call overlay for income generation.

Timothy Letter is a financial advisor with Miller Investment Management, LP in West Conshohocken, PA, holding Series 63 and Series 65 designations and 27 years of industry experience. Prior to joining Miller Investment Management in 2018, he worked at Prudential Annuities Distributors, Inc. and The Prudential Insurance Company of America from 2007 to 2018. He serves as a trustee and treasurer on the board of the TDL Foundation, a charitable organization based in New Orleans. Miller Investment Management provides investment advisory and supervisory services to individuals, pension plans, foundations, trusts, business entities, and private pooled vehicles. The firm combines fundamental and technical analysis through internal committees to guide client allocations and acts as general partner and manager of multiple Private Funds investing across public securities, private equity, and real estate.

Conor O'Malley is a financial advisor at McAdam LLC with three years of industry experience. He holds a Series 65 designation and has worked with McAdam LLC-affiliated entities since 2021. Outside of his advisory role, he is also employed as a bartender at City Tap House Logan Square. 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 multi-advisor platform with approximately $2.29 billion in discretionary assets under management.

Justin Mc Nicholas is a financial advisor with Santander Securities LLC in Conshohocken, PA, holding a Series 66 credential and nine years of industry experience. His career includes prior roles at Legacy Planning Partners, Minnesota Life Insurance Co., and Securian Financial Services. Outside of his advisory work, he serves as an agent for a real estate management LLC. Santander Securities LLC serves a broad retail client base with investment advisory, portfolio management through wrap-fee programs, and financial planning services. The firm offers access to third-party discretionary managers via platforms such as the FMAX wrap-fee program, primarily targeting retail investors, and operates as both a registered investment adviser and broker-dealer with affiliated banking relationships.

Joseph Bates is a CFP® professional with seven years of experience in the financial industry. He has worked at Summit Financial, LLC since 2020 and previously at Asset Planning Services LTD. from 2016 to 2020. Outside of advisory work, he serves as Treasurer for Healing Hearts, a foster/adoption ministry nonprofit, and is involved with MRK Wealth Advisors, LLC, providing oversight for income tax preparation services offered to clients. Summit Financial, LLC is a multi-team SEC-registered advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs with a mix of discretionary and consultative services tailored to client needs.

Andrew Mcdonough is a financial advisor at Girard Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Annuities Distributors and Prudential Insurance Company of America. 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, diversification, and tailored portfolios through a proprietary research process and an Investment Committee, offering a range of investment strategies and retirement plan services.

Kevin Nicholson is a financial advisor with The Ascent Group, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Ameritas Life Insurance, Triad Advisors, and OSAIC. In addition to his advisory work, he is a licensed independent insurance agent and co-owner of Walsh & Nicholson Financial Group. The Ascent Group, LLC provides investment management, financial planning, and consulting services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm manages approximately $4.76 billion in assets and employs a combination of discretionary and non-discretionary portfolio management, model portfolios, and third-party managers, serving a broad client base through a 15-advisor team.