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 at Girard Advisory Services, LLC with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has previously worked at TD Ameritrade, Inc. and Efficient Advisors LLC. Outside of his advisory role, he owns and manages a rental property. 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, diversification, and customized portfolios through a proprietary research process and an Investment Committee, offering both discretionary and non-discretionary management across a variety of asset classes and specialized strategies.

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, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co, and served in the United States Army National Guard. Outside of advisory work, he is involved as an insurance agent with 1847 Financial, focusing on multi-line insurance products including life, accident, health, and annuities. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach utilizing a variety of platforms and instruments, including ETFs, mutual funds, alternatives, and options-based strategies.

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.

Edward Sep is a financial advisor with Great Valley Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including prior roles at Merrill, Private Advisor Group, and LPL Financial. Sep also operates Good Life Advisors LLC, an independent investment advisory firm, where he dedicates significant time providing advisory services. 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 and third-party managers.

John Loper is a CFP® and ChFC® with 19 years of experience in financial advising. He currently works at Modera Wealth Management, LLC and previously held roles at Lincoln Investment and the CFP Board of Standards. He serves as a board member for the College for Financial Planning, contributing to evaluation and governance in financial education. Modera Wealth Management, LLC provides wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation approach based on Modern Portfolio Theory and combines investment management with in-house accounting and tax services, supporting a broad range of client needs.

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.

Adam Klazmer is a CFP® with 13 years of industry experience, currently serving as an advisor at Rockwood Wealth Management, LLC. He previously worked at Equitable Advisors and AXA Advisors, LLC. Klazmer holds board positions with Yashar Lachayal, the Jewish Federation of Greater Philadelphia, and the Anti-Defamation League. Rockwood Wealth Management serves individuals, families, and related entities with financial planning, wealth management, and investment management through personalized consultations and portfolios. The firm employs a structured, passive investment approach with global diversification and primarily uses mutual funds, ETFs, and Dimensional Fund Advisors strategies.

Thomas Mchugh is a Series 65-licensed financial advisor at Independence Square Holdings, LLC with 12 years of industry experience. His work history includes roles at Logan Capital Management, Private Advisor Group, and LPL Financial. He is involved in The Philadelphia Group, an entity affiliated with his LPL business. Independence Square Holdings, LLC offers 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 techniques, integrating both in-house portfolio management and third-party options, with a notable emphasis on digital platforms and algorithmic tools.

Michael Slattery is a financial advisor at Independence Square Holdings, LLC with 31 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2013. Independence Square Holdings 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 range of investment strategies and combines in-house portfolio management with LPL-sponsored programs and algorithmic tools, offering both discretionary and non-discretionary client relationships.

Erich Hohenleitner is a Series 65-licensed financial advisor at McAdam LLC in Radnor, PA, with five years of industry experience. He has been with McAdam since 2020 and previously worked at the Adelphia Research Program, AMG Aluminum, McDermott Lawn Care, and Villanova University. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, retirement plan consulting, and implementation support. The firm manages client portfolios using fundamental analysis and includes a range of investment vehicles from mutual funds to specialized exposures such as private investment funds and cryptocurrency-related products.

Jade Meier is a CFP® professional with three years of industry experience. She is currently with Rockwood Wealth Management, LLC, having joined in 2023 after working at Apex Financial Advisors from 2020 to 2022. Outside of her advisory role, she is involved in coaching girls' ice hockey at Princeton Day School and manages ice hockey camps through Hale Street Holdings LLC. Rockwood Wealth Management serves individuals, families, and related entities by providing financial planning, wealth management, and investment management through tailored portfolios. The firm employs a passive investment approach grounded in market efficiency and utilizes globally diversified allocations, primarily through mutual funds and ETFs.

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.