Blaise Milanek is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked with LPL Financial since 2002 and served at Private Advisor Group prior to joining Independence Square Holdings in 2019. Independence Square Holdings, operating as Independence Square Advisors, serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, pension consulting, and ERISA advisory services. The firm employs a multi-team approach with about 40 advisors, offering customized and model portfolios, third-party manager access, and utilizes various digital platforms and alternative investment options in client strategies.

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.

Julie Kelly is a financial advisor at Logan Capital Management, Inc. with 22 years of industry experience. She holds a Series 66 designation and has been with Logan Capital Management since 2009. 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 employs a combination of macroeconomic analysis, proprietary quantitative screens, fundamental research, and technical analysis across various equity and fixed-income strategies.

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.

Brady Yohn is a financial advisor with Advisory Services Network and holds Series 63 and Series 65 designations. He has three years of industry experience, including prior roles at The Vanguard Group and a variety of positions outside finance such as at Harvey's Main Street Barbecue and the University of Scranton. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and uses a range of strategies across various asset classes to align portfolios with client objectives.

Christopher Powers is a financial advisor with Girard Advisory Services, LLC, holding Series 63, Series 65, and Series 66 licenses and bringing 16 years of industry experience. His previous roles include positions at TD Ameritrade, Inc. and Efficient Advisors LLC. Outside of his advisory work, he owns and maintains a rental property. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individual clients, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm emphasizes asset allocation, diversification, and tailored portfolios using a proprietary research process, and it leverages both internal and external strategies, including tax-managed indexing and options overlays, supported by an Investment Committee and affiliated financial services entities.

Andrew Purcell is a financial advisor at Kathmere Capital Management, LLC with 16 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Kathmere in 2026, he worked at HBKS Wealth Advisors and Locust Capital Management LLC. Kathmere Capital Management provides investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, and institutional sponsors. The firm employs a top-down, model-portfolio investment process using ETFs, mutual funds, and other securities, and also manages pooled investment vehicles such as the Kathmere Private Markets Fund 2024 LP.

Alex Deck is a financial advisor with Diversify Advisory Services, LLC in Conshohocken, PA. He holds Series 63 and Series 65 licenses and has six years of industry experience, including three years at Hornor Townsend & Kent Inc. and ongoing work with Penn Mutual Life Insurance Co. Deck served in the United States Army National Guard from 2013 to 2019. Outside of his advisory role, he operates an insurance brokerage business providing multi-line insurance products. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small businesses. The firm employs a tactical diversification strategy and individualized asset allocation, offering a range of portfolio management options and customized financial planning services.

John Krol is a financial advisor with Legacy Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at M Holdings Securities, Inc. and Legacy Advisors since 2006. Krol serves on the boards of The Legacy Foundation and Merakey, and he is board president of Life Tree Pharmacy. Legacy Advisors, LLC manages approximately $4.18 billion in client assets, providing portfolio management, financial planning, retirement plan consulting, and selection-of-other-advisor services. The firm serves pension and corporate retirement plans, charitable organizations, and individual investors, employing a blend of fund, fundamental, and technical analysis alongside manager monitoring and sub-advisory arrangements.

Jack Costello is a financial advisor at Ethos Financial Group, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Alden Investment Advisors and J. Alden Associates, Inc. Outside of his advisory role, he works as a freelance writer in a non-investment related capacity. Ethos Financial Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering investment management and comprehensive financial planning through model portfolios and diversified allocation strategies.

Thomas Mchugh is a Series 65-licensed financial advisor with 12 years of industry experience. He has worked at Independence Square Holdings, LLC since 2019 and previously held roles at LPL Financial, Private Advisor Group, LLC, and Logan Capital Management. Independence Square Holdings serves a diverse client base, including high-net-worth individuals, retirement plans, and institutional clients, providing financial planning, portfolio management, and pension consulting. The firm utilizes a blend of customized and model portfolios, incorporates third-party solutions, and leverages digital platforms and alternative investment options as part of its multi-team advisory approach.

Michael Slattery is a financial advisor with Independence Square Holdings, LLC, holding a Series 63 designation and over 31 years of industry experience. He has worked at Independence Square Holdings since 2019 and has been affiliated with LPL Financial since 2013. Independence Square Holdings (dba Independence Square Advisors) serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, pension consulting, and ERISA advisory services. The firm operates as a multi-team adviser with about 40 advisors, offering discretionary and non-discretionary management, model portfolios, and access to third-party managers and advisory programs.

Erich Hohenleitner is a financial advisor at McAdam LLC with six years of industry experience. He holds a Series 65 designation and has worked at McAdam since 2020. His prior roles include work with Adelphia Research Program, AMG Aluminum, McDermott Lawn Care, and Villanova University. McAdam LLC advises individuals, trusts, estates, and institutional clients, offering financial planning, investment management, and retirement plan consulting. The firm manages client portfolios using fundamental analysis and includes specialized investments such as direct indexing and private funds, with discretionary account management and ongoing portfolio review.

Robert Fell III is a financial advisor at United Capital Financial Advisors with a Series 65 designation and one year of industry experience. He previously worked at Fidelity Investments for three years and has a background that includes positions at Ohio State University and Tuscano. United Capital provides national financial planning and discretionary investment management to a diverse range of clients, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers customized investment solutions, sub-advisory and consulting services, and operates a technology platform that supports independent advisors.

William Lane III is a financial advisor at Ethos Financial Group, LLC with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Almanack Investment Partners and Wells Fargo Advisors. Outside of advising, he is the founder and CEO of Praktikant, a software company. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering investment management, financial and estate planning, and consulting services through diversified model portfolios and a Core Allocation approach.

Michael McGuire is a financial advisor at Girard Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Traynor Capital Management and Accelion. Prior to his advisory career, he gained experience in other fields including retail and education. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm emphasizes asset allocation and diversification through a proprietary research process and offers a range of investment strategies and retirement plan services, supported by its status as a wholly owned subsidiary of Univest Bank and Trust Co.

Waheed Gbadamosi is a financial advisor at Santander Securities LLC with a Series 66 designation and four years of industry experience. His background includes roles at Citizens Securities, Inc., NYLIFE Securities LLC, and Santander Bank, NA. He serves as a Supply Specialist in the United States Army National Guard. Santander Securities LLC provides investment advisory services to a broad retail client base, managing approximately $3.14 billion in regulatory assets across over 10,800 client relationships. The firm offers portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products, utilizing a range of third-party discretionary investment managers and an affiliated banking relationship.

Antonio Betancourt is a CFP® with 33 years of industry experience, currently serving at Ethos Financial Group, LLC since 2023. His prior roles include positions at SagePoint Financial and SII Investments, Inc., among others. Outside of his advisory work, he operates a sole proprietorship focused on insurance products. Ethos Financial Group serves a diverse client base including high-net-worth individuals, trusts, and municipalities, offering investment management and financial planning through diversified, risk-conscious portfolios supplemented by third-party research and AI-assisted operations.