Matthew Lugar is a CFP® professional with 16 years of industry experience. He is currently with Kathmere Capital Management, LLC and has previously worked at TGS Financial Advisors, SEI Investments, Infosys, and Vanguard. Kathmere Capital Management, LLC offers investment management, financial planning, family office services, and retirement plan consulting to both individual clients, including high-net-worth individuals, and institutional sponsors. The firm employs a top-down, model-portfolio approach emphasizing ETFs and no-load mutual funds while allowing for individual securities and private fund investments, with client oversight and routine rebalancing.

Richard Catanese is a financial advisor with Independence Square Holdings, LLC, holding a Series 66 designation and over 25 years of industry experience. He has worked at Independence Square Holdings since 2019 and previously held roles at Private Advisor Group, LLC and LPL Financial. Independence Square Holdings, LLC provides investment advisory, financial planning, pension consulting, and portfolio management services to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory approaches, offering both discretionary and non-discretionary relationships along with access to third-party managers and affiliated private investment funds.

Angela Yang is a CFA® charterholder with two years of industry experience. She is currently with Girard Advisory Services, LLC and has prior experience at Univest Bank, TD Bank, and Firstrust Bank. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, retirement plan consulting, and related services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both individual clients and plan sponsors, emphasizing asset allocation, diversification, and tailored portfolios through a proprietary research process and specialized strategies.

Francis Haas Jr. is a financial advisor with Jacobi Capital Management, LLC, holding Series 63 and Series 66 designations and 27 years of industry experience. His prior roles include positions at LPL Financial, Renaissance Investment Consultants Holding Company, and Williams Financial Group. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts on a limited discretionary basis, combining fundamental security analysis with a multidisciplinary “fusion” approach. The firm offers portfolio management, financial planning, and consulting services, utilizing tactical and opportunistic strategies alongside an advisor-enhanced algorithmic program with automated tax harvesting.

Morris Kaufman is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining IP Financial Advisory Services in 2020, he worked at MerCap Advisors, Inc. and MerCap Securities, LLC since 2017, and H. Beck, Inc. from 2004 to 2016. Outside of his advisory role, he serves on the board of the Rotary Club of Media and operates a life coaching business. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of analytical approaches for customized portfolio construction and also refers clients to unaffiliated third-party investment advisors.

Anthony Chirchirillo is a CFP® with 25 years of industry experience, currently serving as a financial advisor at McAdam LLC since 2014. Prior to that, he worked at Purshe Kaplan Sterling Investments for 10 years and briefly at Madison Avenue Securities. He is also involved with FishTown1223, LLC, a rental property business. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, managing client portfolios on a discretionary basis with a diverse range of traditional and specialized investment options.

Peter Cooke is a financial advisor at Logan Capital Management, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Logan Capital Management since 2009. Logan Capital Management is an SEC-registered investment adviser managing approximately $3.1 billion in assets with a 16-advisor team serving about 1,800 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and sub-advisory services, including management of the Logan Capital Broad Innovative Growth ETF, using a blend of top-down macroeconomic analysis and fundamental and technical methods across various equity and fixed-income strategies.

Zachary Knable is a financial advisor at Kingsview Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led financial planning combined with model-based and separately managed strategies.

Michael Litz is a financial advisor at Girard Advisory Services, LLC with 20 years of industry experience. He previously worked at The Vanguard Group, Inc. for 13 years and has held roles at Girard Investment Services, LLC and Girard Pension Services, LLC. He serves as Treasurer for Haverford Youth Wrestling in Havertown, PA. Girard Advisory Services, LLC is a fee-only registered investment adviser providing wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification, using a proprietary research process and multiple investment strategies, and operates as a wholly owned subsidiary of Univest Bank and Trust Co.

Sean Morrissey is a CFP® with 15 years of industry experience. He is a financial advisor at McAdam LLC and has also worked at Madison Avenue Securities and Purshe Kaplan Sterling Investments. Morrissey is based in Radnor, PA. 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 portfolios across mutual funds, ETFs, independent managers, and individual securities, offering a tiered weekly financial-planning subscription and access to alternative and specialized investment strategies.

Robert Cellucci is a CFP® with 25 years of experience in the financial services industry. He is currently with Wedbush Securities Inc. and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Stifel Nicolaus & Co. Inc. He operates under the marketing name MJB Wealth Management Group, associated with Wedbush Securities. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors. The firm offers brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets, combining broker-dealer functions with custody, clearing, and prime services.

Timothy Chubb Jr. is a Series 65-licensed advisor with Girard Advisory Services, LLC, bringing 13 years of industry experience. He has been with the Girard organization since 2012, including a role at Girard Pension Services, LLC since 2019. 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 focuses on asset allocation, diversification, and customized portfolios using a proprietary research process, offering a range of strategies and access to affiliated and independent advisors within a corporate structure tied to Univest Financial Corporation.

Ernest Chisena III is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Latitude Advisors since 2009 and also has a background as an insurance agent, selling fixed insurance products including life, annuities, disability, and long-term care insurance. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis to manage client portfolios, primarily on a discretionary basis.

Marco Ginefra is a financial advisor at CreativeOne Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at CreativeOne Wealth (formerly Change Path, LLC) since 2018. Prior to that, he was with Gradient Advisors, LLC from 2015 to 2018. In addition to his advisory role, he is an insurance agent associated with My Life Broker. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and other RIA clients. The firm employs a blend of proprietary ETF-based models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

John Taylor is a ChFC® credentialed financial advisor with 36 years of industry experience. He is currently with Perigon Wealth Management, LLC and has previously worked at Greenville Financial Group, SagePoint Financial, and First Allied Advisory Services. Outside of his advisory role, he holds a 25% ownership interest in Deer Park Picnic, LLC, an entity unrelated to investment activities. Perigon Wealth Management provides customized wealth management and investment advisory services to individuals, trusts, businesses, charitable organizations, and banking institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and due diligence.

Patrick Melvin is a CFP® with 16 years of experience in financial advising. He is currently with Grimes & Company, having joined in 2026. His prior experience includes roles at Brighton Jones, The Vanguard Group, and Modera Wealth Management. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individuals, families, trusts, charitable organizations, and government entities. The firm is noted for its institutional-type services, such as acting as a sub-advisor to other advisers, servicing state and municipal clients, and offering specialized investment strategies alongside integrated non-investment services.

Christin Hinckle is a financial advisor at Wedbush Securities Inc. with 10 years of industry experience. She holds a Series 66 designation and has worked at several firms including Merrill and B. Riley Wealth Advisors. Outside of finance, she works part-time as a sales associate at Urban Outfitters in Philadelphia. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering brokerage and SEC-registered investment advisory services. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, supporting a broad range of managed account programs and commission-based brokerage arrangements.

Brian Wolfer is a CFP® certificant with 16 years of industry experience, currently serving as a financial advisor at CoreCap Advisors. His prior experience includes a 20-year tenure at Vanguard and roles at Black Diamond Financial Solutions and Dan White & Associates. Outside of his advisory work, he is an independent insurance agent involved in insurance and annuity sales. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, using a range of investment vehicles and utilizing sub-advisors and third-party asset managers.

Luke Wojciechowski is a financial advisor at AdvisorNet Wealth Partners with a Series 66 designation and one year of industry experience. His prior work includes roles at Cetera and Brumbaugh Wealth Management. Outside of advising, he has experience in insurance sales and operational support roles within financial services. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, employing both discretionary and non-discretionary management strategies.

Jason Lipka is a financial advisor at Kathmere Capital Management, LLC with 25 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. Prior to joining Kathmere, he worked at Purshe Kaplan Sterling Investments and Principal Securities Inc., as well as Principal Life Insurance Company. 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 approach with varied investment vehicles and oversees asset allocation through an Investment Committee.