Gianni De La Cruz is a CFP®-certified financial advisor at Facet with 13 years of industry experience. He previously worked at Charles Schwab & Co., Inc., Schwab Wealth Advisory Inc., The Vanguard Group, Inc., and PNC Wealth Management. Facet Wealth offers subscription-based financial planning and discretionary investment management to both non-high-net-worth and high-net-worth households, utilizing technology-driven processes and a flat subscription fee model rather than percentage-based asset fees. The firm provides a wide range of planning services supported by proprietary algorithms and regular portfolio management.

Douglas Waltz is a financial advisor with Founders Financial Securities LLC who holds a Series 66 designation and has three years of industry experience. Prior to his current role, he worked for Liberty Mutual Insurance Company for 35 years. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, access to third-party asset managers, financial planning, retirement consulting, and brokerage and insurance services, with investment approaches implemented through various firm programs and non-traditional delivery methods.

Ben Sheridan is a financial advisor at Nations Financial Group, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, JPMorgan Securities LLC, and several other firms. Sheridan serves as a board member and treasurer of Squash Dreamers, a nonprofit organization providing youth enrichment programs for refugee girls in Jordan. Nations Financial Group, Inc. offers advisory services to a wide range of clients, including individuals, pension plans, trusts, charitable organizations, and businesses. The firm provides discretionary and non-discretionary portfolio management, pension consulting, and multiple model portfolio options employing various investment strategies and risk profiles.

Matthew Mcgroarty is a financial advisor with Nations Financial Group, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Nations Financial Group in 2023, he worked at Wells Fargo Advisors from 2015 to 2023. Mcgroarty also owns and operates McGroarty Investment Group, providing investment and advisory services. Nations Financial Group, Inc. offers investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach utilizes proprietary model portfolios alongside outside managers, allowing advisors to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Ryan Shanley is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at LPL Financial, Jacobi Capital Management, Hornor, Townsend & Kent, and Penn Mutual Life Insurance Company. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals—including high-net-worth clients—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 across various platforms.

Robyn Jameson is a CFP® professional with 23 years of industry experience, currently serving at Merit Financial Advisors. Her career includes roles at Purshe Kaplan Sterling Investments and Trinity Financial Partners, where she holds ownership and compliance positions. Outside of her advisory work, she is involved in nonprofit organizations, serving as Treasurer for Intimate Allies and Chair of the Delaware County Christian School Development Committee, and participates on the finance committee of the CRC Watersheds Association. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base, including individuals, retirement plan sponsors, and institutions. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Thomas Shultz is a financial advisor with Realta Investment Advisors, Inc. in Wilmington, DE, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Realta Equities, Titan Securities, Coastal Investment Advisors, and ProEquities. Outside of his advisory work, he is involved in multiple entrepreneurial ventures, including managing partner roles at Lyfebeast, LLC and AZMedicare101, where he hosts educational workshops on Medicare. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and implements diversified strategies across various asset classes, utilizing in-house and third-party management platforms.

Ryan Crooks is a financial advisor at Roffman Miller Associates Inc with 17 years of industry experience. He has been with Roffman Miller since 2007 and holds the Series 63 and Series 65 designations. Roffman Miller provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.9 billion across about 1,560 client relationships, using a committee-based process focused on long-term objectives, diversification, and fundamental research.

Evan Coffey is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 65 credential and one year of industry experience. He previously worked at LPL Financial and has additional experience at Target, Range End Gold Club, Ursinus College, and East Pennsboro Area High School. 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.

Eleanor Cicchitti is a financial advisor with Ausdal Financial Partners, Inc. in Strafford, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ausdal since 2009 and has also worked as a self-employed advisor and with various insurance carriers since the late 1990s. Cicchitti is involved in outside insurance sales, including long-term care and equity indexed annuities, on a commission basis. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base, including individuals, trusts, corporations, pension plans, and charitable organizations.

Alan Mandeloff is a CFP® professional based in Philadelphia, PA, with 31 years of industry experience. He currently works at United Capital Financial Advisors and has held prior roles at Apexium Financial LP and Citrin Cooperman & Co., where he also serves as a consultant providing tax and consulting services. United Capital Financial Advisors offers national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm supports customized investment approaches and operates an affiliate network that includes legal and trust services, as well as technology and sub-advisory platforms.

Damien Hanly is a financial advisor with Beacon Global Advisor Network, LLC, holding a Series 65 designation and 10 years of industry experience. He previously worked at Brite Advisors USA, Inc. and DeVere USA INC. Beacon Global Advisor Network, LLC serves individual clients across a network of about 60 independent advisors, offering discretionary portfolio management, modular financial planning, and retirement consulting. The firm specializes in tailored investment strategies using mutual funds, ETFs, equities, and fixed income, with a distinct focus on U.K. expatriates and excludes corporate or charitable organization clients.

Dante Wright is a Series 65-licensed financial advisor at McAdam LLC with three years of industry experience. He has been affiliated with McAdam LLC and its associated brands Cornerstone Capital Planning and RetireUS since 2021 and previously worked at Roche Financial. His background also includes roles in academia and hospitality. McAdam LLC serves a diverse client base including individuals, trusts, estates, and institutions, offering financial planning, investment management, and retirement plan consulting. The firm employs a range of investment strategies, from traditional securities to specialized exposures, and provides innovative products such as a tiered weekly subscription planning service and estate-document creation.

William Fitzpatrick is a CFA® charterholder with six years of industry experience. He has been with Logan Capital Management, Inc. since 2019 and previously worked at Manulife from 2011 to 2019. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for a range of individual and institutional clients. The firm employs a combination of top-down macroeconomic analysis, proprietary quantitative screening, fundamental research, and technical analysis across various equity and fixed-income strategies.

Benjamin Janssen is a CFP® professional with two years of industry experience. He currently works at Wescott Financial Advisory Group LLC and has previously held roles at BNY Mellon Wealth Management, Southern New Hampshire, Universal Health Services, Inc., and PDA. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach that combines passive and active strategies with a tax-sensitive, disciplined process and individualized Investment Policy Statements.

Frances Nicoletti is a financial advisor at McAdam LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at McAdam LLC since 2014, previously employed at Purshe Kaplan Sterling Investments from 2014 to 2020. Outside of her advisory role, she coaches soccer at Rutgers-Camden. 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 subscription-based financial-planning service alongside access to alternative and specialized investment strategies.

Cody Diamore is a financial advisor at McAdam LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Madison Avenue Securities and Purshe Kaplan Sterling Investments prior to his current role. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses fundamental analysis to manage portfolios across mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial-planning model along with access to alternative and specialized investment strategies.

Lauren Doolan is a Certified Financial Planner® with 13 years of industry experience. She is currently a financial advisor at McAdam LLC, where she has worked since 2014, and previously held a role at Purshe Kaplan Sterling Investments. Doolan also operates Doolan Financial, an LLC she created for marketing and advertising purposes. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses fundamental analysis to construct portfolios with a range of investment vehicles and offers a tiered weekly financial-planning subscription alongside alternative and specialized strategies.

Edward Munch is a financial advisor with Nations Financial Group, Inc. in Wayne, PA, holding a Series 66 designation and 10 years of industry experience. He worked at Wells Fargo Advisors from 2015 to 2019 before joining Nations Financial Group in 2019. Outside of his advisory role, he is also an employee at McClockey Financial Group, where he engages in research, client reporting, order entry, and technology support. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a range of proprietary model portfolios and offers tailored investment strategies combining discretionary and non-discretionary management options.

Mark Frombach is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He has been with Roffman Miller Associates Inc. since 2006. Roffman Miller Associates provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a committee-based investment approach focused on long-term objectives, diversification, and fundamental research, managing approximately $2.9 billion across about 1,560 client relationships.