Douglas Callan is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at XML Financial Group and XML Securities, where he has worked since 2022. Prior to that, he spent eight years with Wells Fargo Advisors Financial Network, LLC. XML Financial Group serves a broad retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm employs a multi-advisor team model and combines fundamental and technical analysis with third-party managers and an internal Investment Committee to tailor portfolios according to client objectives and risk tolerance.

Christopher Nagel is a CFA® charterholder with six years of experience at HBKS Wealth Advisors and five years in the financial industry, including prior roles at BNY Mellon. He is based in Conshohocken, PA. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients with personalized investment management, financial planning, and pension consulting. The firm employs a broad range of strategies and offers tailored portfolio management, including specialized services for high-net-worth clients through its Level 3 brand.

Rebekah La Corte is a financial advisor at HBKS Wealth Advisors with five years of industry experience. She holds a Series 65 designation and has worked at HBKS since 2017, following five years at Locust Capital Management. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, offering investment management, financial planning, and pension consulting. The firm provides tailored portfolios through various strategies and platforms, including discretionary management and a range of investment options such as fixed income and alternatives.

Kevin Cooke is a CFP® professional at Roffman Miller Associates Inc with 16 years of industry experience. He has been with Roffman Miller since 2014. Roffman Miller provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a committee-based investment process focused on long-term objectives, diversification, and fundamental research, managing approximately $2.9 billion across about 1,560 client relationships.

Francis Ciocari III is a financial advisor with Gladstone Wealth Partners, holding a Series 66 designation and 28 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and LPL Financial. Outside his advisory duties, he is involved with IRON EDGE VC LLC, an activity unrelated to investment advisory. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, and charitable organizations. The firm operates through a network of independent investment adviser representatives and utilizes third-party managers, model portfolios, and retirement-account technology to support its advisory services.

Nicholas Sabo is a financial advisor with McAdam LLC in Radnor, PA, holding a Series 65 designation and six years of industry experience. He previously worked at Dunbar Bender & Zapf and Duquesne University. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households, providing financial planning, investment management, and retirement plan consulting. The firm manages client portfolios using fundamental analysis and incorporates a range of investment vehicles, including specialized exposures and consolidated reporting tools.

Meg Ryan is a financial advisor at Independence Square Holdings, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with firms including LPL Financial, Private Advisor Group, MetLife Securities, and New England Securities. Outside of her advisory role, she is involved in sales through Corpay. 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 range of investment strategies incorporating fundamental, quantitative, technical, and modern portfolio theory approaches, combining in-house portfolio management with third-party manager selection and digital tools.

Derek Stavarski is a financial advisor with McAdam LLC in Radnor, PA, holding Series 63 and Series 65 designations and eight years of industry experience. He has been with McAdam LLC and Purshe Kaplan Sterling Investments since 2016. McAdam advises 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, managing portfolios through a combination of mutual funds, ETFs, individual securities, and alternative investments, with a focus on fundamental analysis and periodic reviews.

Magdalena Dobrowolska is a financial advisor at Bryn Mawr Trust Advisors, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at Bryn Mawr Capital Management, WSFS, Wealth Enhancement Group, and CMG Capital Management Group. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, and corporations. The firm utilizes diversified portfolios with Independent Managers, mutual funds, ETFs, and private fund platforms, and offers both discretionary and non-discretionary portfolio management.

Joseph Sarappo is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St. Securities LLC and Comprehensive Asset Management & Servicing, Inc. He is also the owner and operator of Sarappo's Pizza, a family-owned pizza business in Pennsylvania. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs both active and passive investment strategies across various asset classes and is notable for its predominance of non-discretionary asset management and use of third-party manager arrangements.

Danajette Kurtz is a financial advisor at Wedbush Securities Inc. with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across various asset classes and capital markets functions. The firm manages approximately $5.68 billion in regulatory assets and combines broker-dealer services with clearing, custody, and prime services related to commodities and derivatives.

Majid Kureshi is a financial advisor at BFC Planning, Inc. with 10 years of industry experience. He holds a Series 66 designation and has been with BFC Planning and Berthel Fisher & Company Financial Services since 2015. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, and trusts. The firm provides financial planning, portfolio management, and access to various investment platforms through a network of approximately 200 advisers.

Thomas Keefer is a financial advisor at Bryn Mawr Trust Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at PNC Investments, Commonwealth Financial Network, WSFS Wealth Investments, and PayPal. Keefer also spends part of his time involved in fixed insurance sales conducted at his branch location. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser serving individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm offers discretionary investment management and financial planning, employing a proprietary multi-asset investment approach that integrates strategic asset allocation, tactical adjustments, and a mix of active and passive managers.

Mark Bradford is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Bryn Mawr Trust Advisors, LLC, where he has worked since 2025, following prior roles at Bryn Mawr Trust and PNC Bank. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management to a diverse client base that includes individuals, trusts, retirement plans, endowments, foundations, and corporations. The firm employs customized investment policies and diversified portfolios incorporating Independent Managers, mutual funds, ETFs, and private fund platforms, and offers ESG strategies through third-party providers.

Scott Higgins is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 credentials and 10 years of industry experience. He has worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2015, and previously operated Family Wealth Management. In addition to advisory services, he is an insurance agent specializing in life, fixed annuities, accident and health, Medicare Advantage, and prescription drug coverage. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and acts as a conduit to third-party money managers.

Richard Volpe is a CFP® and ChFC® with 34 years of industry experience. He is currently with Wescott Financial Advisory Group LLC, where he has worked since 2022, following a long tenure at Asset Planning Services, Ltd. He serves as President and a board member of Anterian Holdings, Ltd., a holding company formed after the sale of Asset Planning Services’ client asset management contracts to Wescott. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies with a tax-sensitive, disciplined process.

Derek Petrella is a financial advisor at Ally Invest Advisors with eight years of industry experience. He holds the Series 66 designation and has worked previously at Lincoln Investment LLC and Cape Bank/Ocean First Bank. At Ally Invest, he supports both self-directed and advisory clients in a dually licensed capacity. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual platforms. The firm offers ETF-based Robo Portfolios and Financial Advisor-delivered Personal Advice, utilizing model portfolios with multiple risk tiers and tax-sensitive features.

Francis Lapowsky is a financial advisor with Main Street Financial Solutions, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America and Merrill. Main Street Financial Solutions serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, offering financial planning, investment management, and retirement plan consulting. The firm employs an academic-based, multi-asset class investment approach, combining passive and active strategies while providing ERISA fiduciary consulting and institutional advisor-facing services.

Ross Cohn is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Sage Financial Group Inc. since 2021 and previously held roles at UBS Financial Services, PitchBook Data Inc., the National Basketball Association, and the Philadelphia 76ers. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors, offering both discretionary and non-discretionary investment management and financial planning. The firm’s investment approach is based on fundamental analysis and a long-term purchase orientation, with services that include family office support and management of affiliated private pooled real-estate funds.

Charlie Cho is a financial advisor at Santander Securities LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities, Santander Bank, Key Investment Services, KeyBank, Wells Fargo, and Hartford Insurance Co. Cho is based in York, PA. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party investment managers and centralized client support.