Andrew Campbell is a financial advisor at Gladstone Wealth Partners with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including LPL Financial, Bank of America, Merrill, and Wells Fargo. He also teaches at Montgomery County Community College. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through nearly 100 investment adviser representatives. The firm offers a range of investment approaches and integrates retirement-plan services with institutional manager relationships.

James Mcgrath is a CFA® charterholder currently with Ethos Financial Group, LLC, where he has worked since 2026. He has prior experience with Praxis Solutions and FFT Wealth Management, totaling over a decade in the financial industry. Mcgrath also has an ongoing role with Leonis Group LLC. Ethos Financial Group serves individuals, trusts, estates, municipalities, and charitable organizations, providing investment management and financial planning services. The firm employs a model portfolio approach with diversified, risk-conscious strategies and supplements its process with third-party research and tax-overlay management.

Mark Comyns is a financial advisor with Independence Square Holdings, LLC, holding a Series 63 designation and 44 years of industry experience. His prior roles include positions at The Philadelphia Group, Private Advisor Group, LPL Financial, and Wharton Advisory Group. He acts as trustee for family trusts. Independence Square Holdings serves individuals, retirement plans, and institutional clients, offering financial planning, portfolio management, pension consulting, and ERISA advisory services. The firm combines customized portfolios, model portfolios, and third-party solutions, and utilizes digital platforms and a range of alternative investment options as part of its multi-team advisory approach.

Robert Shelton is a CFP® with 14 years of experience in the financial industry, previously practicing at Edward Jones from 2012 to 2026. He is currently affiliated with Kingsview Wealth Management, LLC. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and state or municipal clients. The firm provides financial planning and wealth management through both discretionary and non-discretionary advisory services, integrating internal portfolio management with third-party strategies and alternative investments.

Ryan Todd is a financial advisor at Great Valley Advisor Group, LLC with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Great Valley Advisor Group since 2015 and at LPL Financial since 2009. Outside of advisory work, he is involved in a tax preparation and accounting firm, Todd and Todd, LLP. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies, third-party managers, and digital options to tailor portfolios to client objectives.

John Marsini is a financial advisor with Ethos Financial Group, LLC, holding a Series 63 designation and bringing 21 years of industry experience. He has worked at Innovation Partners LLC, MML Investors Services, and Mass Mutual Life Insurance Company. In addition to his advisory work, Marsini is a licensed attorney maintaining bar admission since 1987 and fulfilling continuing legal education requirements. Ethos Financial Group serves individuals, trusts, estates, government entities, and charitable organizations, offering investment management, financial planning, estate planning, and insurance consulting. The firm employs model portfolios and a core allocation strategy combining index-based exposures into diversified portfolios, supplemented by third-party research and optional tax-overlay management.

Anthony Mascherino Jr. is a financial advisor at Altitude Capital Management LLC with 16 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at firms including USA Benefits Group, Alliance America, and Allstate Insurance Company. Outside of advising, he assists with individual tax return preparation during tax season. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs tailored strategies based on client objectives and risk tolerance, managing discretionary assets through a multi-team structure.

Michael Blahusch is a CFP® professional with 16 years of industry experience, currently serving at McAdam LLC. He has been associated with McAdam LLC dba Cornerstone Capital Planning Group since 2014 and with McAdam, LLC dba RetireUS since 2022. Outside of his advisory roles, he is president of RetireUS Inc, a technology platform focused on financial wellness. McAdam advises a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm offers financial planning, investment management, and retirement plan consulting, utilizing a range of asset classes and incorporating specialized investments such as private funds and cryptocurrency exposure.

Marcel Pfister is a financial advisor at Compound Planning, Inc. with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Goldman Sachs & Co. and SVB Wealth. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm combines long-term buy-and-hold strategies with tactical approaches such as direct indexing and tax-loss harvesting to build risk-based model allocations tailored to client goals.

Brian Walsh is a financial advisor with The Ascent Group, LLC, holding the ChFC® designation and over 40 years of industry experience. His career includes roles at OSAIC, Triad Advisors, and Ameritas Life Insurance, among others. Outside of his advisory work, Walsh is involved in motivational speaking and serves as immediate past president on the board of trustees for the Million Dollar Round Table Foundation. The Ascent Group, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, families, and institutions. The firm employs a combination of discretionary and non-discretionary portfolio management, model-based strategies, and third-party managers, supported by digital platforms such as Schwab Intelligent Portfolios.

Christopher Schank is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked with Northwestern Mutual in various capacities from 2011 to 2019 before joining Wealthcare Advisory Partners and affiliated LPL Financial in 2019. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising discipline incorporating proprietary technology and behavioral economics, offering both passive and active investment strategies along with dynamic rebalancing.

Augustine Repetto is a CFP® with 23 years of industry experience. He has been with HBKS Wealth Advisors since 2017 and previously worked at Locust Capital Management LLC for 12 years. Outside of his advisory role, he serves as a board member for Studio Incamminati, an art school in Philadelphia. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm uses a variety of strategies and proprietary model portfolios, managing accounts on a discretionary basis while providing additional services through a network of affiliated businesses.

Steven Eckroth Jr. is an advisor at Gradient Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing, Thrivent Financial, and Weichert Realtors, where he is also a licensed real estate agent. Eckroth is involved in Honey Badger Homes, LLC, a company managing real estate purchases. Gradient Advisors provides investment management, financial planning, and consulting services to a broad range of clients including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through third-party money managers and investment advisor representatives, offering a non-discretionary approach that incorporates fundamental, technical, and cyclical analysis.

Mitchell Bednoff is a financial advisor at Sage Financial Group Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sage Financial Group since 1997. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors, offering investment management, financial planning, and family office services. The firm’s approach emphasizes fundamental analysis and a long-term purchase orientation, and it uniquely serves as adviser to affiliated private pooled real-estate funds, employing performance-based compensation structures.

Lisa Buono is a financial advisor at Girard Advisory Services, LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various related firms including Girard Pension Services, TCG Investment Advisory, and Girard Investment Services. 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 tailored portfolio solutions through a proprietary research process and an Investment Committee, offering a range of strategies including tax-managed direct indexing and options overlays. Girard is a wholly owned subsidiary of Univest Bank and Trust Co., enabling access to integrated banking, trust, brokerage, and insurance services.

Christopher Yoder is a financial advisor at Ethos Financial Group, LLC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Almanack Investment Partners, JFS Wealth Advisors, LLC, and Ameriprise Financial Services, Inc. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering investment management and financial planning services. The firm utilizes model portfolios and a Core Allocation strategy focused on diversified, risk-conscious investments across various vehicles, supported by third-party research and operational AI tools.

Kenneth Plummer is a financial advisor at Gradient Advisors, LLC with 19 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Gradient Advisors in 2020, he worked at Virtue Capital Management and has been involved with Alliance America Corporation and The Eagle One Group, Inc. outside of Gradient. In addition to his advisory work, he serves as treasurer for a local volunteer organization, West Vincent Democrats. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, focusing on a largely non-discretionary model that emphasizes client approval of transactions.

Seth Kell is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at O'Neill Consulting Corporation and LPL Financial. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals—including high-net-worth clients—retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, using a combination of in-house strategies and third-party managers across multiple platforms.

Charles Boinske is a CFP® and holds a Series 66 license with five years of industry experience. He currently works at Modera Wealth Management, LLC, where he has been since 2023, following three years at Dimensional Fund Advisors. Prior to his advisory roles, he spent four years at Pennsylvania State University. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors by offering wealth management, portfolio management, retirement plan consulting, and standalone financial planning. The firm applies a diversified asset allocation strategy based on Modern Portfolio Theory and combines investment management with integrated accounting, tax, and business coaching services.

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.