Sean Becker is a Series 66-credentialed financial advisor with 18 years of industry experience. He is currently with Nwf Advisory Services Inc and has previously worked at Cadaret, Grant & Co., Inc., The Ameriflex Group, Inc., and OSAIC. Becker is also president of Becker Wealth Management, providing comprehensive wealth management and financial planning services, and holds an insurance agent license specializing in life, health, annuities, and long-term care. Nwf Advisory Services manages approximately $6.4 billion in client assets through a network of over 100 advisors, primarily serving individual and high-net-worth clients. The firm utilizes an open-architecture, technology-driven platform offering portfolio management, model portfolios, and retirement plan consulting, with a business model that integrates both advisory and broker-dealer affiliations.

Stephen Clubb is a financial advisor at IAMS Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing, Delaware Valley Advisors, and Minnesota Life Insurance Company. He is also an independent insurance agent specializing in life, health, disability, long-term care, and annuities. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily uses discretionary portfolio management tailored to client objectives and risk tolerances, employing proprietary and third-party model portfolios along with an asset-allocation approach.

Patrick Chirchirillo is a financial advisor at McAdam LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at McAdam LLC since 2014, with prior experience at Purshe Kaplan Sterling Investments and Madison Avenue Securities. McAdam LLC is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial-planning service alongside access to alternative and specialized investment strategies.

Michael Mcconahy is a financial advisor with Ethos Financial Group, LLC, holding a Series 66 designation and 17 years of industry experience. Prior to joining Ethos in 2022, he worked at Almanack Investment Partners and MerCap Securities, LLC. Outside of his advisory role, he serves as a board member and treasurer for a nonprofit coffee shop supporting disadvantaged youth and is a 50% owner of an insurance agency. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, providing investment management, financial planning, estate planning, and insurance consulting. The firm uses diversified, risk-conscious model portfolios and combines index-based exposures, supplementing its process with third-party research and AI tools for operational support.

Cody Richmond is a CFP® and Series 65 credentialed advisor at McAdam LLC with four years of industry experience. He has worked at McAdam LLC since 2018 and also serves as an assistant wrestling coach at Father Judge High School. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, implementing portfolios through fundamental analysis and a multi-advisor platform with approximately $2.29 billion in discretionary assets under management.

Shawn Dempsey is a financial advisor at Great Valley Advisor Group, LLC with 11 years of industry experience. He has held positions at LPL Financial LLC and Hornor, Townsend & Kent, Inc., and has been associated with Penn Mutual Life Insurance Company since 2014. He holds Series 65 and Series 63 licenses. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers personalized portfolio construction and ongoing oversight through a combination of in-house strategies, third-party managers, and digital investment options.

Thomas Walls is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 designations and over 42 years of industry experience. He has been with Lombard Advisers since 2000 and has prior experience at North American Life Assurance Co and Mutual Of New York dating back to the early 1980s. Outside of his advisory role, Walls maintains a separate business used for tax purposes. Lombard Advisers provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, offering both discretionary and non-discretionary portfolio management through multiple investment approaches and platform relationships.

Matthew Lugar is a CFP® professional with 16 years of industry experience. He is currently with Kathmere Capital Management, LLC and has previously worked at TGS Financial Advisors, SEI Investments, Infosys, and Vanguard. Kathmere Capital Management, LLC offers investment management, financial planning, family office services, and retirement plan consulting to both individual clients, including high-net-worth individuals, and institutional sponsors. The firm employs a top-down, model-portfolio approach emphasizing ETFs and no-load mutual funds while allowing for individual securities and private fund investments, with client oversight and routine rebalancing.

Richard Catanese is a financial advisor at Independence Square Holdings, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Private Advisor Group, LPL Financial, and Wells Fargo Clearing. Independence Square Holdings serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, and pension consulting. The firm operates as a multi-team adviser utilizing customized and model portfolios alongside third-party solutions, and it offers access to alternative investments and digital platform services.

Angela Yang is a CFA® charterholder with two years of industry experience. She currently works at Girard Advisory Services, LLC and previously held roles at Univest Bank and TD Bank. 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 employs asset allocation, diversification, and a proprietary research process to tailor portfolios, offering a range of discretionary and non-discretionary management and planning services.

Francis Haas Jr. is a financial advisor with Jacobi Capital Management, LLC, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at LPL Financial, Renaissance Investment Consultants Holding Company, and Williams Financial Group. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients. The firm uses a proprietary investment process combining fundamental analysis with a multi-disciplinary “fusion analysis” framework, providing individualized investment playbooks and portfolios constructed with a range of strategies including margin, short sales, options, ETFs, and third-party model allocations.

Anthony Chirchirillo is a CFP® with 25 years of industry experience, currently serving as a financial advisor at McAdam LLC since 2014. Prior to that, he worked at Purshe Kaplan Sterling Investments for 10 years and briefly at Madison Avenue Securities. He is also involved with FishTown1223, LLC, a rental property business. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, managing client portfolios on a discretionary basis with a diverse range of traditional and specialized investment options.

Ralph Cetrulo III is a financial advisor at Sage Financial Group Inc. with 26 years of industry experience. He holds the Series 66 designation and has been associated with Stephano Slack, LLC since 2014. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors by providing investment management and financial planning, including family office services. The firm emphasizes fundamental analysis and long-term investment strategies, and it is notable for advising affiliated private pooled real-estate funds and offering estate-planning services in partnership with a law firm.

Michael Litz is a financial advisor with Girard Advisory Services, LLC, holding Series 63, Series 66, and Series 65 credentials and 21 years of industry experience. His career includes over a decade at The Vanguard Group and roles at Girard Investment Services and Girard Pension Services. He serves as treasurer for Haverford Youth Wrestling. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and pension plans. The firm offers wealth management, financial planning, and retirement consulting, emphasizing asset allocation and diversified portfolios supported by a proprietary research process and an Investment Committee.

James Fives is a financial advisor at Zacks Investment Management, Inc. with four years of industry experience. He holds the Series 66 designation and has worked at LBMZ Securities, Inc., Orion Portfolio Solutions, and Brinker Capital. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, managing mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across a broad range of strategies and offers services through wrap-fee and unified managed account programs.

Clayton Parrett is a financial advisor at Miller Investment Management, LP with 10 years of industry experience. He holds a Series 65 designation and has been with Miller Investment Management since 2015. Outside of his advisory role, he serves as a general partner and director in several non-investment-related businesses, including a banking consulting firm, insurance industry software companies, a fast casual restaurant business, and a music production and publishing company. Miller Investment Management provides advisory and supervisory services to individuals, pension plans, foundations, endowments, trusts, business entities, and private pooled vehicles. The firm employs a combination of fundamental and technical analysis in managing client portfolios, offers retirement plan consulting, and acts as general partner and sponsor for multiple private funds investing across public securities, private equity, and real estate.

Andrew Brown is a CFP® professional with 16 years of industry experience, currently serving at Sage Financial Group Inc. since 2010. He holds a Series 65 license and is based in West Conshohocken, PA. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors through discretionary and non-discretionary investment management and financial planning. The firm emphasizes fundamental analysis and long-term investment strategies, offers family office services, and acts as adviser to affiliated private pooled real-estate funds, including a Qualified Opportunity Fund.

Alec Weiss is a financial advisor with Arkadios Wealth Advisors who holds a Series 66 credential and has 12 years of industry experience. His prior roles include positions at Cetera and VOYA Financial Advisors. Weiss serves as a head coach for the Lower Merion Soccer Club. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a range of portfolio management strategies and combines fundamental, technical, and cyclical investment analysis.

John Santini is a senior advisor at Ethos Financial Group, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Innovation Partners LLC, Bank of America, Merrill, and Mass Mutual Investors Services. In addition to his advisory role, he is involved in insurance brokerage focusing on individual life, property casualty, and group health insurance. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering investment management and financial planning services. The firm uses model portfolios with diversified, risk-conscious allocations and incorporates third-party research, with some advisors also licensed to implement commission-based products.

Sean Morrissey is a CFP® with 15 years of industry experience. He is a financial advisor at McAdam LLC and has also worked at Madison Avenue Securities and Purshe Kaplan Sterling Investments. Morrissey is based in Radnor, PA. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios across mutual funds, ETFs, independent managers, and individual securities, offering a tiered weekly financial-planning subscription and access to alternative and specialized investment strategies.