Robert Stark III is a financial advisor at McAdam LLC in Philadelphia, PA, holding a Series 65 designation with four years of industry experience. Prior to joining McAdam in 2020, he worked at Red Dog Resort & Spa and Robert Half, and served six years in the Army National Guard. 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 tiered weekly financial-planning subscription along with alternative and specialized investment strategies.

Cassandra Alleyne is a financial advisor at Santander Securities LLC with 19 years of industry experience. She holds the Series 66 designation and has worked within the Santander organization since 2016, including roles at Santander Bank, NA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to securities-based lending and insurance products.

Brianna March is a financial advisor at BLBB Advisors with 12 years of industry experience. She holds a Series 65 designation and has worked at BLB&B Advisors, LLC since 2019 and previously at Gwynedd Company from 2005 to 2018. 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 emphasizes asset allocation with multiple risk-based investment objectives and offers specialized strategies including a Global Macro ETF approach and an equity covered-call overlay.

Skip Massengill is a financial advisor with Realta Investment Advisors, Inc. and Realta Equities, Inc., holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. Prior to joining Realta in 2017, he spent eight years with Robert W. Baird & Co. Outside of his advisory role, Massengill is a minority owner of the Retirement Educational Institute, serves as co-chair of the ethics committee for the Philadelphia Estate Planning Council, and is a board member for youth football and a nursing home organization. He is also involved in writing educational material on retirement and leads a cyber solution storage business. 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 uses personalized investment strategies based on asset allocation across various securities and operates multiple platforms and third-party manager programs to serve its diverse client base.

Brian Gassaway is a Series 65 licensed financial advisor at McAdam LLC with six years of industry experience. He has been with McAdam since 2019 and also has a background in education, having worked at Saint Joseph University since 2017 and at Trinity High School from 2013 to 2017. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, managing client portfolios using a mix of mutual funds, ETFs, individual securities, and specialized investments with a discretionary approach tailored to client objectives.

Paul Fontanes Jr. is a financial advisor at myCIO Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience with the U.S. Department of the Navy and academic institutions including Pennsylvania State University and PA Leadership Charter School. MyCIO Wealth Partners provides investment advisory and planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management and a range of financial services, focusing primarily on recommending and monitoring allocations rather than exercising unilateral trade authority.

Daniel Lugo Villegas is a financial advisor with MyCIO Wealth Partners, LLC in Philadelphia, PA, holding a Series 65 designation and two years of industry experience. His prior roles include positions at KPMG, LLP and BLBB Advisors, LLC. Outside of finance, he has been involved with Brandon's Candles and has academic connections to Temple University. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm focuses on non-discretionary portfolio management and financial planning, with portfolios implemented across a range of investment vehicles including mutual funds, private funds, and alternative investments.

Rita Camp is a financial advisor at Santander Securities LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Santander Securities and Santander Bank since 2015, with prior experience at Wells Fargo and Uber. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and centralized client support.

Joseph Rowan is a financial advisor at Girard Advisory Services, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Ameriprise Financial Services and PGIM Investments LLC. Outside of his advisory work, he serves as a youth and high school football referee. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes asset allocation and diversification through a proprietary research process and offers both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting.

Stephen Rennard is a CFP® and holds a Series 65 license with 17 years of industry experience. He has been with MyCIO Wealth Partners, LLC since 2008. The firm provides investment advisory and related planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. MyCIO Wealth Partners offers a range of portfolio management, financial planning, and CIO services, with a focus on non-discretionary asset allocation and advising multiple affiliated private pooled investment vehicles.

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.

William Burrough is a financial advisor with McAdam LLC based in Radnor, PA. He holds a Series 65 credential and has two years of industry experience. Burrough founded the Boys Pajama Drive, a charitable organization focused on fundraising and collection efforts. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, utilizing a multi-team approach that includes discretionary account management and a range of investment options from mutual funds to alternative assets.

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 with Great Valley Advisor Group, LLC, holding 14 years of experience through his ongoing work with Butrica and Associates LLC and one year with Great Valley Advisor Group. He is also active as a real estate agent in Schwenksville, PA. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts, offering a range of discretionary and non-discretionary investment management and financial planning services. The firm focuses on individualized portfolio construction and oversight, utilizing both in-house and third-party strategies across various platforms.

Lori Hartman is a financial advisor at Roffman Miller Associates Inc with 21 years of industry experience. She holds a Series 65 designation and has been with Roffman Miller Associates since 2002. Roffman Miller Associates serves individual and high-net-worth clients as well as retirement plans, trusts, estates, charitable organizations, and corporations, generally managing accounts with a $1,000,000 minimum. The firm uses a team-oriented investment approach emphasizing long-term objectives, diversification, and fundamental security selection, supported by a formal Investment Committee.

Brett Danko is a CFP® professional with 18 years of industry experience, currently serving at Main Street Financial Solutions, LLC since 2002. He is also the managing member of Brett Danko, LLC, through which he provides educational and instructional services to financial planning candidates and those interested in learning financial planning. Main Street Financial Solutions serves a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm employs an academic-based, multi-asset investment approach that emphasizes low-cost passive ETFs alongside active management, tailoring portfolios to client objectives and risk profiles.

Nicholas Daniels is a financial advisor with Advisory Services Network, holding a Series 65 designation and one year of industry experience. He has worked at several firms, including Gold Gerstein Group CPA LLC and Richard Hatch CPA. Outside of advisory work, he is an enrolled agent providing tax preparation services through Apex Tax Advisors LLC. Advisory Services Network serves individuals, families, corporations, and charitable organizations by offering portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection through a network of independent advisers. The firm manages approximately $8.6 billion in client assets and provides tailored investment strategies across various asset classes using both discretionary and non-discretionary approaches.

Christopher Freddo is a financial advisor at Bryn Mawr Trust Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including PNC Financial Services Group and Truist Investment Services. He serves on the board and investment committee of the Comprehensive Learning Center LLC, a school specializing in education and life skills for individuals with autism. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser that provides discretionary investment management, financial planning, and retirement-plan fiduciary services to a diverse client base, including individuals, trusts, foundations, and institutional clients. The firm employs a multi-asset investment approach combining proprietary strategies, independent managers, and both active and passive management.

Christina Alescio is a financial advisor at Cumberland Advisors with a Series 65 credential and one year of industry experience. Her prior experience includes roles at PNC Private Bank and The Edge Magazine. Cumberland Advisors serves high-net-worth individuals and institutional clients by providing discretionary portfolio management across fixed-income and equity strategies, as well as consulting and financial planning for customized accounts. The firm emphasizes active fixed-income management and ETF-based core-satellite equity strategies.

Isaac Keil is a CFP® with 16 years of industry experience. He has worked at Fortis Capital Advisors, LLC since 2024 and previously spent 11 years with Bank of America and Merrill. Outside of his advisory role, he operates Isaac Financial, a business offering insurance and investment services. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring, implementing a variety of strategies across passive, active, tactical, blended, and ESG-integrated approaches.