Mark McMahon is a financial advisor with LPL Financial in King of Prussia, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2012 and also leads Independence Square Holdings, LLC, an independent investment advisor firm he started in 2019. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and combines advisory services with non-advisory product offerings.

Rita Camp is a financial advisor at Santander Securities LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Santander Securities and Santander Bank since 2015, with prior experience at Wells Fargo and Uber. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and centralized client support.

Joseph Rowan is a financial advisor at Girard Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. and AMERICAN ENTERPRISE INVESTMENT SERVICES INC. Outside of his advisory role, he serves as a football referee for youth and high school games. 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, pension and profit-sharing plans, and business entities. The firm emphasizes asset allocation, diversification, and tailored portfolios supported by proprietary research and an Investment Committee, and operates as a wholly owned subsidiary of Univest Bank and Trust Co., allowing it to offer a range of affiliated financial services.

Matthew Norwood is a CFP® professional with 12 years of industry experience. He has worked at Capital Analysts, Lincoln Investment, and The Vanguard Group since 2014. Outside of his advisory roles, he serves as a seminar instructor for continuing education courses in financial planning. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and foundations. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment management team and offers customized advisory solutions through various program models.

Rebecca Bostwick is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with eight years of industry experience. She holds a Series 65 designation and has been with CliftonLarsonAllen Wealth Advisors since 2014. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation using model portfolios that combine mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate planning and implementation.

Philip Cook is a financial advisor with Arax Advisory Partners, holding a Series 65 designation and 18 years of industry experience. He previously worked at Hirtle Callaghan & Co. for 13 years before joining SRS Capital Advisors, Inc. and later Arax Advisory Partners. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal and external portfolio management with tailored asset allocation and offers a range of advisory services, notable for its use of performance-based fee arrangements and carried interest structures for qualified investors and private funds.

Henry Miller is a CFA® charterholder with nine years of industry experience, currently serving at Miller Investment Management, LP. He has held his role at the firm since 1998. Outside of his advisory work, he serves as a director on the boards of several fast casual restaurant businesses and a music production and publishing company. Miller Investment Management, LP provides investment advisory and supervisory services to a diverse client base including individuals, pooled investment vehicles, retirement plans, foundations, and business entities. The firm employs a multi-member governance model and manages portfolios through a mix of mutual funds, ETFs, unaffiliated active managers, and individual securities.

Brian Todaro is a CFP® professional at Kathmere Capital Management, LLC with three years of industry experience. He has worked at Kathmere since 2020, previously employed at Ditech Home Loan and Rolling Green Golf Club, and studied at Penn State University. Kathmere Capital Management provides investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional sponsors. The firm employs a top-down, model-portfolio approach primarily using ETFs and no-load mutual funds, alongside individual securities and private fund allocations, overseen by an Investment Department and Committee.

William Burrough is a financial advisor at McAdam LLC with one year of industry experience. He holds a Series 65 designation and has worked at Di Bruno Bros. and AmeriSourceBergen, among other roles. Burrough is also the founder of Boys Pajama Drive, a charitable organization focused on fundraising and collection efforts. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides financial planning, investment management, and retirement-plan consulting, implementing portfolios through fundamental analysis and offering a range of strategies including alternative and specialized investments.

Bryan Pecherek is a financial advisor with The AmeriFlex Group, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include positions at LPL Financial and Invest Financial Corporation. Outside of his advisory work, he serves as an umpire for high school baseball games and is a panel member on AssetMark Inc.'s Field Advisory Board. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing model asset allocations and both discretionary and non-discretionary manager relationships.

John Sion is a CFP® with 27 years of industry experience and has been with Sage Financial Group Inc. since 1998. He serves as a named trustee on a client portfolio managed by the adviser, a role undertaken at the client’s request without specific compensation. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors, offering investment management and financial planning services that include family office support and coordination with other professional advisors. The firm’s approach is based on fundamental analysis and a long-term purchase orientation, with notable activity as adviser to affiliated private pooled real-estate funds.

Michael Butrica is a financial advisor at Great Valley Advisor Group, LLC with 14 years of experience at Butrica and Associates LLC and one year at Great Valley Advisor Group. He is also active as a real estate agent outside of his advisory work. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and ongoing oversight, utilizing both in-house and third-party strategies.

Daniel Morse is a financial advisor with Independence Square Holdings, LLC in King of Prussia, PA, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior experience includes roles at Private Advisor Group, LLC and LPL Financial, LLC. Outside of advisory work, he is involved in various insurance-related business activities, including life, disability, and long-term care insurance. Independence Square Holdings, LLC is a multi-team firm serving a diverse client base with independent investment advisory services.

Timothy Seeger is a financial advisor with Concurrent Investment Advisors, LLC in Radnor, PA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at UBS Financial Services for 11 years. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using customized portfolios of ETFs, mutual funds, individual securities, and alternative investments, serving over 10,000 clients with approximately $9.9 billion in assets under management.

Eugene Long is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He is president of Long Financial Group Inc. and serves as CFO and majority owner of Love Dogs, an online pet merchandise retailer. Additionally, he is a board member of the Scott Township Sewer Authority. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based, client-centered planning supported by proprietary software with an evidence-based investment approach that includes behavioral economics and multiple asset strategies.

Robert Botel is a financial advisor at Prospera Financial Services, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Prospera since 2006. Outside of his advisory work, he serves as trustee, power of attorney, and executor for two family trusts without compensation. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer that serves individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across 207 advisors and offers a range of investment advisory and financial planning services through various platforms and customizable portfolio strategies.

Stephen Schultz is a financial advisor with Capital Analysts who holds a Series 66 designation and has 12 years of industry experience. He has been with Capital Analysts since 2023 and previously worked at Lincoln Investment Planning. Capital Analysts serves a diverse client base including individual investors, retirement plans, trusts, and corporate clients, providing discretionary and non-discretionary portfolio management through various programs and custom solutions. The firm’s investment decisions are guided by an in-house Investment Management & Research team using proprietary screening tools, and it maintains a fiduciary role with options for automated rebalancing and tax-aware strategies.

Jeffrey Karpel is a financial advisor at Sage Financial Group Inc. with 20 years of industry experience. He holds the Series 65 designation and has been with Sage Financial Group since 2006. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors by offering 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, and it provides family office services including retirement and tax planning, concentrated stock and insurance reviews, and coordination with other professional advisors.

Alexander Nikpour is a CFP® with 10 years of industry experience, currently serving at Ethos Financial Group, LLC since 2022. He previously worked at Almanack Investment Partners and Wells Fargo Clearing. Outside of his advisory role, he serves as chair of the advisory board for Limelight Intelligence, Inc. and is a member of the advisory board for a golf simulator community, contributing to marketing and financial strategy. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations with discretionary and non-discretionary investment management, financial planning, estate planning, and related consulting. The firm uses model portfolios focused on diversified, risk-conscious allocations and supplements its process with third-party research and tax-overlay management.

Dennis Maguire Jr. is a financial advisor at Simplicity Wealth with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera and Mid-Atlantic Wealth Advisory, where he serves as principal. Outside of his advisory roles, he is president and CEO of KKH Capital Inc. and serves as a board member at The Hill School, assisting with strategic decisions on operations and enrollment. Simplicity Wealth serves a broad range of clients including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm offers advisory services such as financial planning, portfolio management, and retirement plan services, using a fund-of-funds investment approach that incorporates ETFs, mutual funds, and individual securities, along with a managed account platform for advisers.