Mark Kruman is the principal of Bryce Wealth Management in Washington Crossing, PA, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Madison Avenue Securities, Gradient Wealth Management, and operates a legal practice focused on drafting wills and related documents. In addition to financial advising, he maintains an active estate planning attorney practice. Bryce Wealth Management provides financial planning, consulting, and educational seminars to high-net-worth individuals, families, businesses, and charitable organizations. The firm facilitates relationships with third-party money managers, assists with manager selection and paperwork, and monitors manager performance without directly managing client portfolios.

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.

Jesse Levy is a financial advisor at Independence Square Holdings, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at several firms, including UBS Financial Services and Merrill. Outside of his advisory role, he has been involved as a ride-sharing driver since 2022. Independence Square Holdings serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, and pension consulting. The firm operates as a multi-team adviser offering customized portfolios, third-party solutions, and digital platform services to support a broad range of 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.

Douglas Sweeney is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes roles at Private Advisor Group, LLC, LPL Financial, Wells Fargo Clearing, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. Independence Square Holdings serves individuals, retirement plans, and institutional clients, offering financial planning, portfolio management, pension consulting, and ERISA advisory services. The firm employs a multi-team approach with about 40 advisors, utilizing customized and model portfolios, third-party solutions, and digital platform services to implement client strategies.

Andrew Mccloskey is a financial advisor with Nations Financial Group, Inc., holding a Series 66 designation and 19 years of industry experience. Prior to joining Nations Financial Group in 2019, he worked for Wells Fargo Advisors Financial Network LLC for 10 years. Outside of his advisory role, Mccloskey serves as president of the Ambassadors Fund for Catholic Education, a charitable family foundation, and holds board positions with the Martin DePorres Foundation and the James A Finnegan Foundation. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach combines proprietary model portfolios with the option to select outside managers, tailoring recommendations based on client objectives, risk tolerance, and liquidity needs.

Mark McMahon is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 licenses and 30 years of industry experience. His prior roles include positions at LPL Financial, Private Advisor Group, Raymond James & Associates, and Wells Fargo Clearing. Independence Square Holdings serves individual, retirement plan, and institutional clients through financial planning, portfolio management, and pension consulting. The firm employs a multi-team approach with about 40 advisors, offering discretionary and non-discretionary management, model portfolios, and access to third-party managers, integrating digital platforms and alternative investment options.

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.

Rebecca Bostwick is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with eight years of industry experience. She holds a Series 65 designation and has been with CliftonLarsonAllen Wealth Advisors since 2014. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation using model portfolios that combine mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate planning and implementation.

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.

Philip Cook is a Series 65-credentialed advisor at Arax Advisory Partners with 18 years of industry experience. He previously worked at Hirtle Callaghan & Co. for 13 years and has been with SRS Capital Advisors, Inc. since 2021. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm utilizes a range of investment strategies, including traditional and alternative investments, supported by in-house portfolio teams, independent managers, and AI-enhanced research tools.

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.