Ryan Tomkinson is a CFP® and ChFC® with 19 years of industry experience. He is currently a financial advisor at Nations Financial Group, Inc., where he has worked since 2019. Prior to that, he spent nine years at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, Ryan serves as Finance Chair and Board of Managers for the Merion Fire Company. Nations Financial Group, Inc. provides advisory services to a diverse client base including individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers a range of portfolio management options, pension consulting, and third-party manager programs, utilizing a blend of fundamental, technical, quantitative, and tactical investment strategies.

Jake Pinto is a financial advisor at McAdam LLC with nine years of industry experience. He holds the CFP® designation as well as Series 65 and Series 63 licenses. Pinto has been with McAdam since 2016 and previously worked at Purshe Kaplan Sterling Investments from 2016 to 2018. 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 implementation support, managing client accounts with tailored portfolios across various asset types and employing both traditional and specialized investment exposures.

Pawel Durka is a CERTIFIED FINANCIAL PLANNER™ and holds a Series 65 license with eight years of industry experience. He has worked at Girard Advisory Services, LLC since 2018, following four years at SEI Investments. 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 variety of investment strategies alongside wealth management and retirement plan consulting services.

Patrick Gano is a financial advisor at HBKS Wealth Advisors with 13 years of industry experience. He has previously worked at Liberty Partners Financial Services, Fiduciary Advisors, and Professional Capital Services. Gano holds Series 63 and Series 65 licenses. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm uses tailored portfolios managed on a discretionary basis through proprietary models and multiple platform arrangements, providing a broad range of investment strategies without specializing in any single area.

William Stanley Jr. is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA, holding a Series 65 designation with 10 years of industry experience. He has been with MyCIO Wealth Partners since 2015. MyCIO Wealth Partners provides investment advisory and related planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers a range of portfolio management and financial planning services, focusing primarily on non-discretionary asset management and sponsoring multiple affiliated private pooled investment vehicles.

Karen Mcintyre is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Wescott Financial Advisory Group LLC since 2013. She is based in Harleysville, PA. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach that combines passive and active strategies with a tax-sensitive, disciplined process tailored through individualized Investment Policy Statements.

Andrew Shapowal is a PFS™ credentialed financial advisor at Summit Financial, LLC with three years of industry experience. His prior roles include positions at Canon Capital Investment Advisory, Canon Capital CPA, and Pritchard, Bieler, Gruver & Willison, P.C. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches tailored to client needs.

Joshua Godick is a Series 65 licensed advisor with McAdam LLC in Radnor, PA, where he has worked since 2017. He has eight years of industry experience and previously worked with Citizens for Rich Negria and Equality Pennsylvania. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client portfolios on a discretionary basis, using a range of investment vehicles and incorporating specialized exposures such as direct indexing and private investment funds.

David Barol is a CFP® and ChFC® with 32 years of industry experience. He is currently with CreativeOne Securities, LLC and has previously worked at Securities America Advisors, Questar Asset Management, and Lincoln Financial Advisors. Outside of his advisory work, he hosts the podcast "Bridge to Knowledge by David Barol" and is involved in book publishing through Bala House Publishing. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management and offers a variety of financial services including fiduciary retirement-plan support and access to third-party manager programs.

Luisa Sorkness is a CFP®-certified financial advisor with five years of industry experience. She is currently with Girard Advisory Services, LLC, where she has worked since 2023. Her prior experience includes roles at The Vanguard Group, Inc. and Walmart. 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, using a proprietary research process and a range of investment strategies, while also leveraging affiliated entities to offer banking, brokerage, and insurance services.

Thomas Holt Jr. is a CFA® charterholder with 24 years of industry experience. He is a principal at Legacy Advisors, LLC and has been affiliated with both Legacy Advisors and M HOLDINGS SECURITIES, Inc. for over 20 years. Legacy Advisors, LLC is a registered investment adviser managing approximately $4.18 billion in client assets. The firm serves pension and corporate retirement plans, charitable organizations, and individual investors by providing portfolio management, financial planning, and retirement plan consulting, combining multiple analysis techniques with manager monitoring and offering both discretionary and non-discretionary management.

Joseph Hidalgo is a financial advisor with Creative Financial Designs, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, and has 23 years of industry experience. He has been with Creative Financial Designs since 2008 and also operates Hidalgo Financial Services and CFD Investments Inc. Additionally, he works as an independent insurance agent. Creative Financial Designs serves individual (including high-net-worth) clients, charitable organizations, corporate and business clients, and employer retirement plans with investment management and financial planning services. The firm’s investment approach includes asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Paul Miller is a financial advisor with Stonex Advisors Inc. based in Blue Bell, PA, holding a Series 66 designation and four years of industry experience. His work history includes roles at IM Wealth Partners and several other financial firms. Outside of his advisory duties, he provides administrative support for Covenant Home Care. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm employs a variety of investment strategies through independent advisors and in-house teams, utilizing multiple platforms and third-party money managers.

Alec Goldberg is a Series 66-credentialed financial advisor with three years of industry experience. He has worked at Kingswood Wealth Advisors, Kingswood Capital Partners LLC, Cadaret, Grant & Co., Inc., and Broad Street Financial LLC. Outside of his advisory roles, Goldberg is involved as an agent and representative at Capital Insurance & Investment Planning, Inc., where he engages in sales and operations related to life and health insurance products. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform and incorporates affiliated and unaffiliated managers while maintaining a distinctive operational model integrating insurance-linked account management.

Stephen Mc Carrick is an investment advisor representative at McAdam LLC with five years of industry experience. His background includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank, NA, as well as experience with the Philadelphia Eagles. McAdam LLC serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm provides financial planning, investment management, and retirement plan consulting with a discretionary approach that incorporates traditional and specialized investment strategies.

Ross Harryhill is a financial advisor at MyCIO Wealth Partners, LLC with four years of industry experience. He holds a Series 65 designation and has worked in various roles related to the University of Pennsylvania and Penn Athletics prior to joining MyCIO Wealth Partners. MyCIO Wealth Partners, LLC provides investment advisory and related planning services primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management along with comprehensive financial planning and institutional CIO services.

Alan Cohn is a CFP® with 27 years of experience, serving as co-president of Sage Financial Group Inc. since 1991. He leads multiple affiliated investment-related businesses, including private equity and real estate partnerships. Additionally, he serves on the advisory committee of an unaffiliated venture capital fund. Sage Financial Group provides investment management and financial planning to individuals, plans, trusts, and private fund investors. The firm’s approach emphasizes fundamental analysis and long-term investments, with a notable focus on affiliated private pooled real-estate funds and family office services.

Ethan Anderson is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA, holding a Series 65 designation. He has experience working at Hartford Funds and has been with MyCIO Wealth Partners since 2023. Prior to his financial services roles, he held positions at Drexel University, Biotelemetry, and other firms. MyCIO Wealth Partners provides investment advisory and related planning services primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and CIO services, with a focus on a broad range of investment vehicles and a predominantly non-discretionary approach.

Alexander Snyman is a financial advisor with Capital Analysts, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Lincoln Investment, Barilotti Wealth Strategies, Eagle Strategies, New York Life Insurance, and VOYA Financial Advisors. Snyman is also licensed as an insurance agent, brokering fixed insurance products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment teams employing proprietary fund screening and tax-aware strategies.

David Horan is a financial advisor at MyCIO Wealth Partners, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Carpenter Technology Corporation and various organizations linked 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 recommending and monitoring portfolio allocations across a variety of investment vehicles, operating mainly on a non-discretionary basis.