Robert Castellani Sr. is a financial advisor with Capital Analysts and holds the Series 63 and Series 66 designations. He has 37 years of industry experience, including roles at Lincoln Investment Planning, Castellani Wealth Management, and Principal Life Insurance. He is the sole owner and managing member of The Castellani Group, LLC, a financial services business that operates as a DBA for Lincoln. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm employs an in-house Investment Management & Research team and offers discretionary and non-discretionary portfolio management with a variety of program options.

Michael Martin is a financial advisor with Great Valley Advisor Group, LLC and holds Series 63 and Series 65 credentials. He has 34 years of industry experience, including roles at Great Valley Advisor Group since 2013 and LPL Financial Corporation since 2009. Martin is also involved with Peters Financial Planning Corporation, working there as a registered investment advisor. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

Elizabeth Gavin is a financial advisor at Modera Wealth Management, LLC with 13 years of industry experience. She holds a Series 65 designation and previously worked at Independence Advisors, LLC for 14 years before joining Modera in 2021. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios and a range of strategies including independent managers, private-placement opportunities, and optional ESG integration.

Andrue Nicholas is a financial advisor with The Ascent Group, LLC, holding Series 65 and Series 63 licenses and starting his career in 2026. Prior to joining The Ascent Group, he has experience with Osaic Wealth, Alera Group, Hardenbergh Insurance Group, Citrin Cooperman, Group One Trading, and The Haverford Trust Company. The Ascent Group, LLC provides investment management, financial planning, and consulting services to a broad range of clients, including individuals, high net worth clients, families, trusts, businesses, institutions, and retirement plans. The firm combines discretionary and non-discretionary portfolio management with a variety of model portfolio options and digital delivery platforms, managing approximately $4.76 billion in assets across 4,177 clients.

Michaela St Clair is a CFP® and holds a Series 66 license with three years of industry experience. She is currently with Modera Wealth Management, LLC and previously worked at Pitcairn Trust Co., Pitcairn Wealth Advisors, Robert W. Bard & Co Incorporated, and UBS Financial Services. Before entering the financial industry, she spent several years in education at the University of Pittsburgh and West Chester Area School District. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, using diversified portfolios and supplementing core strategies with independent managers, private placements, and optional ESG integration.

Jeffrey Heminitz is a Series 65-licensed financial advisor with McAdam LLC, where he has worked since 2017. He has seven years of industry experience and previously held roles at Kutztown University of Pennsylvania and Grille 3501. 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 fundamental analysis to construct portfolios that include mutual funds, ETFs, independent managers, and individual securities.

Ryan Steele is a CFP® with 11 years of industry experience, currently serving as an advisor at McAdam LLC. He has been with McAdam since 2014 and holds the Series 66 designation. Outside of his advisory role, Steele is the presiding officer and trustee of the Grand Lodge of Pennsylvania Free & Accepted Masons, a fraternal organization. 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 manage client portfolios across a multi-advisor platform and offers a subscription-based financial planning service along with access to alternative and specialized investment strategies.

James Lermitte is a financial advisor at Summit Financial, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Persimmon Capital Management, Dakota Wealth, LLC, and Foundations Financial Partners, among others. Outside of his advisory role, he is a partner in SOS Advertising LLC. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, including discretionary and consultative services, financial planning, and retirement plan advisory.

Daphne Richards is a CFP® certificant with seven years of industry experience, currently serving as a financial advisor at Sage Financial Group Inc. since 2020. She previously worked at The Vanguard Group, Inc. from 2018 to 2020 and has held roles at JP Morgan Chase & Co. and Hofstra University. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors with investment management and financial planning, including family office services. The firm’s investment approach is based on fundamental analysis and a long-term purchase orientation, with a notable role advising private pooled real estate funds and partnerships for estate-planning services.

Stephen Cohn is a financial advisor with Sage Financial Group Inc. in West Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Sage Financial Group since 1991 and serves as co-president of several affiliated real estate and private equity firms. Sage Financial Group provides investment management and financial planning services to individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors. The firm offers family office services and manages portfolios with a focus on fundamental analysis and long-term investment strategies, distinguishing itself through advisory roles with private pooled real-estate funds and affiliated private equity structures.

Ryan Barrett is a CFP® professional at JFS Wealth Advisors, LLC with 23 years of industry experience. He has been with JFS Wealth Advisors in various roles since 2015. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm offers wealth management and financial planning services guided by written Financial Goal Plans and employs a disciplined investment approach using Modern Portfolio Theory, mutual funds, ETFs, and private investments.

Daniel Dubyk is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Fusion Investment Advisors, LLC since 2013 and American Brokerage Services, Inc. since 1997. Fusion Investment Advisors, doing business as Coppell Advisory Solutions LLC, serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses an open-architecture platform and combines tailor-made asset allocation models with fundamental and technical analysis to implement strategies aligned with client objectives.

Blaise Milanek is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Private Advisor Group, LLC, and LPL Financial, LLC, where he has worked since 2002. Independence Square Holdings, LLC is a multi-team firm serving a broad client base with a focus on independent investment advisory services.

Gregory Mallison is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Great Valley Advisor Group since 2014 and is also associated with LPL Financial since 2008. Outside of his advisory roles, he is involved with Consanguinity Associates, a family partnership holding company for family assets. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and oversight, utilizing a combination of in-house strategies and third-party managers across various platforms, including LPL, Fidelity, and Schwab.

Daniel Farrell is a CFA® charterholder with nine years of industry experience. He is currently an advisor at Core Planning and has previously worked at Mercer, The Vanguard Group, Inc., and OppenheimerFunds. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Kristopher Thompson is a CFP® with five years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2026. His prior roles include positions at OSAIC, Triad Advisors, The Ascent Group, LLC, and Key Financial, Inc., as well as service in the United States Army from 2014 to 2018. Thompson is a board member of Legion of Valor, a nonprofit focused on providing modified sporting equipment and access to sporting events for injured veterans. Modera Wealth Management serves a diverse client base including individuals, trusts, corporations, and plan sponsors, offering wealth management, retirement plan consulting, financial planning, tax services, and business coaching. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and integrates investment management with in-house accounting and tax capabilities.

Bryan Kee is a financial advisor with Capital Analysts, holding a Series 66 designation and four years of industry experience. His work history includes roles at Lincoln Investment and Capital Analysts since 2020, as well as prior experience at Drexel University and UPS. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment management and research team, with offerings such as custom portfolios, third-party manager access, and ERISA retirement plan advisory services.

David Friedman is a financial advisor with Capital Analysts in Jenkintown, PA, holding a Series 66 designation and 27 years of industry experience. He has worked at Capital Analysts and Lincoln Investment since 2018 and previously held roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and emphasizes an in-house investment management team that drives its model portfolios and proprietary fund screening process.

Adam Greene is a CFP® and Series 65-registered advisor with eight years of industry experience. He has been with Sage Financial Group Inc. for ten years. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors, providing discretionary and non-discretionary investment management and financial planning. The firm offers family office services and manages affiliated private pooled real-estate funds, employing a long-term investment approach based on fundamental analysis.

Kiran Sweigart is a CFP® professional with 16 years of experience, currently serving as a financial advisor at McAdam LLC. She has worked at Madison Avenue Securities and ran her own practice, Sweigart Financial, since 2023. Kiran is also involved in residential real estate activities on a personal basis. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, retirement plan consulting, and related implementation support, managing client portfolios with a discretionary approach and incorporating a range of asset types and specialized exposures.