Anthony Mascherino Jr. is a financial advisor with Altitude Capital Management LLC, holding Series 65 and Series 63 licenses and 16 years of industry experience. His prior work includes roles at USA Benefits Group, Alliance America, Allstate Insurance Company, Ameritas, and Thrive Capital Management. Outside of advisory work, 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, utilizing diverse strategies tailored to client objectives and risk tolerance. The firm operates managed account programs with $103.6 million in discretionary assets under management and does not impose a minimum account size.

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 the Series 66 and Series 65 designations and previously worked at Goldman Sachs & Co. and SVB Wealth. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries by offering discretionary portfolio management, turnkey asset management, sub-advisory programs, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process using a range of strategies from low-cost ETFs to professional options, supported by technology partnerships and automated monitoring tools.

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 ChFC® with 19 years of industry experience, currently serving as an advisor at Gradient Advisors, LLC since 2020. His prior experience includes five years at Virtue Capital Management, LLC and roles with Alliance America Corporation and The Eagle One Group, Inc. Plummer also serves as treasurer for a local volunteer organization, West Vincent Democrats. Gradient Advisors, LLC 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, utilizing a largely non-discretionary model to align client objectives with risk tolerance.

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.

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.

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.

Paul Masalski is a financial advisor with Vicus Capital, Inc. in Phoenixville, PA, holding the ChFC® designation and Series 63 license. He has 39 years of industry experience, including roles at Cetera Wealth Services, LLC, Phoenix Home Life, and Security Mutual Life Insurance Company. He is also president of Financial Growth Plans, Inc., a licensed Pennsylvania corporation. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a blend of fundamental and technical analysis across various strategies and provides specialized services such as ERISA fiduciary consulting, a fee-based annuity program, and tailored advisory solutions.

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.