Oshaka Pinto is a financial advisor at McAdam LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at McAdam LLC since 2017, with a prior role at Purshe Kaplan Sterling Investments in 2017. Pinto’s background also includes a position at St. Joseph's University. McAdam LLC provides financial planning, investment management, and retirement plan consulting for individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm offers discretionary portfolio management with diversified asset allocation, incorporates specialized investment exposures, and provides technology-supported reporting and planning services.

Patrick South is a financial advisor with Arax Advisory Partners and holds a Series 66 designation. He has 22 years of industry experience and has been a Managing Director and owner of SRS Investment Services, LLC since 2012, a partnership through which he collectively manages advisory efforts. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets with more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning and portfolio management, and utilizes both internal and external investment approaches with some performance-based fee arrangements.

Gary Siano is a financial advisor at Founders Financial Securities LLC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Founders Financial Securities since 2022, following a 15-year tenure at NEXT Financial Group Inc. He is also president of Guided Wealth Management LLC, where he is involved in the sales and service of insurance products, and serves as a consultant for Next Phase Financial, LLC, focusing on business succession and exit planning. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing approximately $4.1 billion in assets. The firm offers multiple advisory platforms, including managed portfolios, fee-based variable annuities, and 1031 exchange consulting, while delegating investment philosophies and portfolio management to its IARs.

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.

Daniel Agoglia is a financial advisor with Independence Square Holdings, LLC and holds Series 63 and Series 66 licenses. He has 23 years of industry experience and has worked at firms including Private Advisor Group, LPL Financial, and The Philadelphia Group. Independence Square Holdings, LLC provides investment advisory, financial planning, and portfolio management services to individuals, retirement plans, corporations, nonprofits, and government entities. The firm employs a range of strategies and integrates both in-house management and third-party offerings, with a notable emphasis on digital platforms and algorithmic tools.

Elizabeth Madonna is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 designations and 15 years of industry experience. Her prior roles include positions at LPL Financial, Steward Partners Investment Solutions, Raymond James, Penn Mutual Life Insurance, Hornor Townsend & Kent, and ESI-Holmes Group. Great Valley Advisor Group is an SEC-registered, multi-team 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 multiple platforms.

Jennifer Kirby is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Trinity Investment Advisors, LLC since 2012 and joined Alera Investment Advisors in 2025. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans. The firm employs a primarily long-term, fundamental-analysis-driven investment approach and integrates insurance and pension consulting platforms in its service offerings.

Eric Smith is a CFP® professional with 18 years of experience in the financial services industry. He has worked at Kingsview Partners LLC and Kingsview Wealth Management LLC since 2018, following a decade at Edward Jones Investments. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning and portfolio construction with model-based and separately managed strategies, including internally sponsored ETFs and access to alternative investments.

William Miller is a CFP® professional with 24 years of experience in the financial services industry. He currently works at PKS Advisory Services, LLC and has previously been employed at Ameriprise Financial Services, Inc. Miller also provides fixed insurance advice to clients as an insurance agent. PKS Advisory Services, LLC offers financial planning, consulting, and investment management services to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets and tailors portfolios using a mix of mutual funds, ETFs, independent managers, and individual securities based on clients’ risk tolerance and objectives.

Ayad Amary is a CFP® professional with 22 years of industry experience, currently serving as a Vice President and Senior Wealth Advisor at Wealthcare Capital Management LLC and Wealthcare Advisory Partners LLC since 2021. Prior to this, he worked at TIAA from 2015 to 2021. He volunteers as a board member for Victory House, a nonprofit organization providing shelter and support services for men and veterans transitioning from homelessness. Wealthcare Capital Management LLC is an SEC-registered multi-team firm managing approximately $3.03 billion for individuals, high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm offers a range of portfolio management and advisory services, utilizing model portfolios supplemented with alternative investments and overseen by an Investment Policy Committee using an evidence-based framework.

Sarah Menkes is a financial advisor with Logan Capital Management, Inc., holding a Series 65 credential and six years of industry experience. She has been with Logan Capital Management since 2019 and previously worked at Manulife Asset Management and John Hancock Funds, Inc. from 1998 to 2019. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for a diverse client base that includes high-net-worth individuals, institutional clients, retirement plans, and public funds. The firm utilizes a combination of top-down macroeconomic analysis, proprietary quantitative screens, fundamental research, and technical analysis across equity and fixed-income strategies.

Merton Breisch is a CFA® charterholder with 25 years of industry experience. He has worked at Logan Capital Management, Inc. since 2019 and previously spent 19 years at Manulife Investment Management. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for individual and institutional clients. The firm combines macroeconomic analysis with quantitative screens, fundamental research, and technical analysis to offer a range of equity and fixed-income strategies, along with discretionary and non-discretionary portfolio management and ERISA retirement plan consulting.

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.

Clark Schweitzer is a CFP® professional with 14 years of industry experience. He is currently with Diversified, LLC and has previously worked at SEI Investments Management Corp and SEI Investments Distribution Company. Schweitzer holds Series 63 and Series 65 licenses. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm uses a two-phase planning process and tailors asset allocation to clients’ objectives and risk tolerances, often employing third-party managers and platforms to support its services.

Matthew Ligman is a financial advisor at Merit Financial Advisors with three years of industry experience. He holds the Series 66 designation and has worked at firms including Cetera Investment Advisers and PNC Bank. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm offers wealth-management services such as asset management and financial planning, employing a long-term, diversified investment approach supported by an internal Investment Management team and Investment Committee.

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 at CW Advisors, LLC with 22 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining CW Advisors, he worked at Cms Wealth Management and APW Capital, INC. for eight years each and has been self-employed since 2015. Demasi is also involved in benefit education and health insurance consulting through his roles in related businesses. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, pension plans, and corporations. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and offers wealth management, family office services, retirement plan advisory, and sub-advisory solutions.

Michael Paregian is a CFP® with 24 years of industry experience, currently serving at Bryn Mawr Trust Advisors, LLC since 2023. His prior roles include positions at Bryn Mawr Trust, Lau Associates LLC, and The Vanguard Group Inc. in Wilmington, DE. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management to a range of clients including individuals, trusts, retirement plans, and foundations. The firm offers customized investment strategies using independent managers, mutual funds, ETFs, and private fund platforms, and maintains co-advisory relationships with WSFS Bank and other institutions.

Timothy Letter is a financial advisor at Miller Investment Management, LP with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Annuities Distributors, Inc. and The Prudential Insurance Company of America. He serves as a trustee and treasurer for the TDL Foundation, a charitable organization in New Orleans. Miller Investment Management, LP provides advisory and supervisory services to individuals, retirement plans, foundations, and pooled investment vehicles, using a multi-member governance model to manage portfolios across various asset classes including mutual funds, ETFs, and private funds.

William Walters III is a CFP® professional affiliated with Founders Financial Securities LLC in Chadds Ford, PA, with 42 years of industry experience. He has worked at Wealth Planning Group LLC and Founders Financial Securities since 2010. Outside of his advisory role, he is an insurance broker and owner of a property that supports his business operations. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, employing a variety of investment approaches implemented through multiple platform programs and sub-advisory relationships.