Nicholas Ryder is a CFA® charterholder and holds a Series 63 license, with 14 years of industry experience. He has been with Kathmere Capital Management, LLC since 2019 and previously worked at Private Advisor Group, LLC and LPL Financial. Kathmere Capital Management, LLC 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 primarily using ETFs and no-load mutual funds, while incorporating individual securities, structured notes, and private fund allocations as appropriate.

Kevin Quinn is a financial advisor at Wedbush Securities Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wedbush Securities since 2020, following a prior role at Wells Fargo Clearing from 2016 to 2020. Quinn is also involved in the Bailey & Quinn Financial Consulting Group as a team member. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including portfolio management, fixed income, commodities, and securities lending, serving clients such as trusts, pension plans, and foundations.

Roger Bedillion is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Csenge Advisory Group since 2011 and has also been affiliated with Lion Street Financial since 2019. Bedillion is a licensed insurance agent and occasionally offers insurance products to clients. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth individuals by providing asset management, asset-allocation advice, financial planning, and corporate retirement plan consulting. The firm uses a rigorous relative-strength methodology combined with fundamental and technical analysis to construct portfolios primarily composed of mutual funds and ETFs, customizing allocations to meet client goals.

Mark Prowell is the principal of Prowell Financial Management, LLC in Exton, PA, with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has led his firm since 2016. In addition to his advisory role, he serves as a board member of Commonwealth Trust Company. Prowell Financial Management advises closely held companies and their owners, focusing on financial organization, planning, and asset management related to ownership succession and complex individual circumstances. The firm typically manages clients’ existing third-party relationships while emphasizing liquidity and low-cost investment instruments, often operating on a non-discretionary basis.

Christopher Nagel is a CFA® charterholder with six years of experience at HBKS Wealth Advisors and five years in the financial industry, including prior roles at BNY Mellon. He is based in Conshohocken, PA. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients with personalized investment management, financial planning, and pension consulting. The firm employs a broad range of strategies and offers tailored portfolio management, including specialized services for high-net-worth clients through its Level 3 brand.

Kevin Brey is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63, 65, and 66 designations and over 21 years of industry experience. His prior roles include positions at TIAA-CREF, Advice and Planning Services, and Morgan Stanley. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that integrates proprietary Wealthcare software and behavioral economics, utilizing both passive and active investment strategies alongside quantitative metrics and dynamic rebalancing.

Rebekah La Corte is a financial advisor at HBKS Wealth Advisors with five years of industry experience. She holds a Series 65 designation and has worked at HBKS since 2017, following five years at Locust Capital Management. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, offering investment management, financial planning, and pension consulting. The firm provides tailored portfolios through various strategies and platforms, including discretionary management and a range of investment options such as fixed income and alternatives.

Francis Ciocari III is a financial advisor at Gladstone Wealth Partners with 28 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he is involved with IRON EDGE VC LLC, a non-investment related business. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap programs and third-party manager solutions, with investment approaches tailored at the representative level.

Nicholas Sabo is a financial advisor with McAdam LLC in Radnor, PA, holding a Series 65 designation and six years of industry experience. He previously worked at Dunbar Bender & Zapf and Duquesne University. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households, providing financial planning, investment management, and retirement plan consulting. The firm manages client portfolios using fundamental analysis and incorporates a range of investment vehicles, including specialized exposures and consolidated reporting tools.

Meg Ryan is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 licenses and over 20 years of industry experience. Her prior roles include positions at LPL Financial, Private Advisor Group, MetLife Securities, and New England Securities. She is also involved in non-variable insurance services through several insurance-related business activities. Independence Square Holdings serves individuals, retirement plans, and institutional clients by offering financial planning, portfolio management, and pension consulting. The firm employs a multi-team approach and integrates customized portfolios with model portfolios and third-party solutions, including alternative investments and advanced digital platforms.

Anthony Cottone is a financial advisor at Waverly Advisors, LLC with 8 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes six years at Forefront Wealth Management, three years with Cottone Capital, LLC, and 20 years at Meridian Capital Partners, Inc. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Steven Bachmann is an advisor with Wealthcare Advisory Partners LLC and holds a Series 66 designation. He has experience in roles including law enforcement and insurance consulting prior to entering the financial advisory field. Bachmann is also involved in community outreach through his work with the Morris County Sheriff's Office, assisting vulnerable populations via the Hope One program. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach supported by proprietary software and quantitative metrics, combining both passive and active investment strategies and maintaining affiliations with multiple custodians and platforms.

Derek Stavarski is a financial advisor with McAdam LLC in Radnor, PA, holding Series 63 and Series 65 designations and eight years of industry experience. He has been with McAdam LLC and Purshe Kaplan Sterling Investments since 2016. McAdam 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, managing portfolios through a combination of mutual funds, ETFs, individual securities, and alternative investments, with a focus on fundamental analysis and periodic reviews.

Danajette Kurtz is a financial advisor at Wedbush Securities Inc. with 17 years of industry experience. She has been with Wedbush since 2020 and previously worked at Wells Fargo Clearing from 2016 to 2020. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services combined with discretionary and non-discretionary portfolio management.

Robert Friedman is a financial advisor at Nations Financial Group, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is the owner of Viridity Wealth Management, through which he provides investment and advisory services. Nations Financial Group serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with a range of in-house model portfolios and access to third-party managers, employing various investment strategies to accommodate different risk profiles.

Francis Lapowsky is a financial advisor with Main Street Financial Solutions, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America and Merrill. Main Street Financial Solutions serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, offering financial planning, investment management, and retirement plan consulting. The firm employs an academic-based, multi-asset class investment approach, combining passive and active strategies while providing ERISA fiduciary consulting and institutional advisor-facing services.

Ross Cohn is a CFP® and holds a Series 66 license, with six years of industry experience. He has worked at Sage Financial Group Inc. since 2019, following prior roles at UBS Financial Services, PitchBook Data Inc., the National Basketball Association, and the Philadelphia 76ers. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors by providing investment management and financial planning, including family office services. The firm emphasizes fundamental analysis and long-term investment strategies, and it is notable for advising affiliated private pooled real-estate funds and providing related estate-planning services through a law firm partnership.

Charlie Cho is a financial advisor at Santander Securities LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities, Santander Bank, Key Investment Services, KeyBank, Wells Fargo, and Hartford Insurance Co. Cho is based in York, PA. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party investment managers and centralized client support.

Christopher Travers is a financial advisor at Logan Capital Management, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Logan Capital since 2016, as well as prior experience at Quasar Distributors, LLC. Logan Capital Management is an SEC-registered investment adviser managing approximately $3.1 billion in assets with a 16-advisor team serving around 1,800 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services, combining top-down macroeconomic analysis with fundamental and technical approaches across equity and fixed-income strategies.

Marina Hernandez is a CFP® with 11 years of industry experience, currently affiliated with Dynamic. She previously worked at White Lighthouse Investment Management and has operated her own tax firm, MHTAX, since 2009. In addition to her advisory role, Ms. Hernandez provides continuing education on international tax practice and planning, and runs a nonprofit educational website focused on U.S. expats and immigrants. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm employs a long-term, client-specific investment approach and offers portfolio management, financial planning, retirement plan services, and sub-advisory support.