Elizabeth Madonna is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 designations and 15 years of industry experience. Her prior roles include positions at LPL Financial, Steward Partners Investment Solutions, Raymond James, Penn Mutual Life Insurance, Hornor Townsend & Kent, and ESI-Holmes Group. 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 blend of in-house strategies and third-party managers across multiple platforms.

William Miller is a CFP® professional with 24 years of experience in the financial services industry. He currently works at PKS Advisory Services, LLC and has previously been employed at Ameriprise Financial Services, Inc. Miller also provides fixed insurance advice to clients as an insurance agent. PKS Advisory Services, LLC offers financial planning, consulting, and investment management services to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets and tailors portfolios using a mix of mutual funds, ETFs, independent managers, and individual securities based on clients’ risk tolerance and objectives.

Ayad Amary is a CFP® professional with 22 years of industry experience, currently serving as a Vice President and Senior Wealth Advisor at Wealthcare Capital Management LLC and Wealthcare Advisory Partners LLC since 2021. Prior to this, he worked at TIAA from 2015 to 2021. He volunteers as a board member for Victory House, a nonprofit organization providing shelter and support services for men and veterans transitioning from homelessness. Wealthcare Capital Management LLC is an SEC-registered multi-team firm managing approximately $3.03 billion for individuals, high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm offers a range of portfolio management and advisory services, utilizing model portfolios supplemented with alternative investments and overseen by an Investment Policy Committee using an evidence-based framework.

Zachary Renna is a CFP® professional at BLBB Advisors with one year of industry experience. His prior roles include positions at BNY Securities Corporation, BNY, SEI Investments, and UBS Wealth Management. BLBB Advisors provides investment management and financial planning services to individuals, trusts, corporations, business owners, pension plans, and non-profit organizations, managing approximately $3.25 billion in client assets. The firm offers a range of risk-based investment objectives and incorporates both traditional and alternative strategies, including a firm-supervised Global Macro ETF strategy and an equity covered-call overlay.

Sarah Menkes is a financial advisor with Logan Capital Management, Inc., holding a Series 65 credential and six years of industry experience. She has been with Logan Capital Management since 2019 and previously worked at Manulife Asset Management and John Hancock Funds, Inc. from 1998 to 2019. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for a diverse client base that includes high-net-worth individuals, institutional clients, retirement plans, and public funds. The firm utilizes a combination of top-down macroeconomic analysis, proprietary quantitative screens, fundamental research, and technical analysis across equity and fixed-income strategies.

Merton Breisch is a CFA® charterholder with 25 years of industry experience. He has worked at Logan Capital Management, Inc. since 2019 and previously spent 19 years at Manulife Investment Management. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for individual and institutional clients. The firm combines macroeconomic analysis with quantitative screens, fundamental research, and technical analysis to offer a range of equity and fixed-income strategies, along with discretionary and non-discretionary portfolio management and ERISA retirement plan consulting.

Thomas Redman is a financial advisor at McAdam LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at McAdam LLC since 2015, including his current role since 2020, as well as a prior position at Purshe Kaplan Sterling Investments from 2015 to 2017. 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 construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a range of services including financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting.

Matthew Ligman is a financial advisor at Merit Financial Advisors with three years of industry experience. He holds the Series 66 designation and has worked at firms including Cetera Investment Advisers and PNC Bank. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm offers wealth-management services such as asset management and financial planning, employing a long-term, diversified investment approach supported by an internal Investment Management team and Investment Committee.

Richard Bell Jr. is a financial advisor at Waverly Advisors, LLC with 33 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Planning Capital Management Corp. for 24 years. Bell serves on the finance committee for Medford Leas Retirement Community in Medford, NJ. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management, financial planning, and retirement consulting services.

John Demasi is a ChFC® with 22 years of experience in the financial services industry. He currently works at CW Advisors, LLC and has prior experience at firms including CMS Wealth Management, APW Capital, and PNC Wealth Management. Outside of his advisory role, he is a founder and co-owner of Benefit Education Specialists, LLC, which provides educational services related to health insurance and retirement plans. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG strategies, with investment oversight centralized through an Investment Oversight Committee.

Brian Gallagher is a CFP® with 11 years of experience in financial advising. He has been with BLB & B Advisors, LLC since 2015, including its successor BLBB Advisors, and previously worked at Burke, Lawton, Brewer & Burke, LLC from 2015 to 2019. BLBB Advisors manages approximately $3.25 billion in client assets and serves individuals, trusts, corporations, business owners, pension plans, and non-profit organizations. The firm emphasizes asset allocation through risk-based investment objectives and offers specialized strategies including a Global Macro ETF approach and an equity covered-call overlay for income generation.

Timothy Letter is a financial advisor with Miller Investment Management, LP in West Conshohocken, PA, holding Series 63 and Series 65 designations and 27 years of industry experience. Prior to joining Miller Investment Management in 2018, he worked at Prudential Annuities Distributors, Inc. and The Prudential Insurance Company of America from 2007 to 2018. He serves as a trustee and treasurer on the board of the TDL Foundation, a charitable organization based in New Orleans. Miller Investment Management provides investment advisory and supervisory services to individuals, pension plans, foundations, trusts, business entities, and private pooled vehicles. The firm combines fundamental and technical analysis through internal committees to guide client allocations and acts as general partner and manager of multiple Private Funds investing across public securities, private equity, and real estate.

Conor O'Malley is a financial advisor at McAdam LLC with three years of industry experience. He holds a Series 65 designation and has worked with McAdam LLC-affiliated entities since 2021. Outside of his advisory role, he is also employed as a bartender at City Tap House Logan Square. 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, employing a multi-advisor platform with approximately $2.29 billion in discretionary assets under management.

Justin Mc Nicholas is a financial advisor with Santander Securities LLC in Conshohocken, PA, holding a Series 66 credential and nine years of industry experience. His career includes prior roles at Legacy Planning Partners, Minnesota Life Insurance Co., and Securian Financial Services. Outside of his advisory work, he serves as an agent for a real estate management LLC. Santander Securities LLC serves a broad retail client base with investment advisory, portfolio management through wrap-fee programs, and financial planning services. The firm offers access to third-party discretionary managers via platforms such as the FMAX wrap-fee program, primarily targeting retail investors, and operates as both a registered investment adviser and broker-dealer with affiliated banking relationships.

Liam Mc Guire is a financial advisor at Capital Analysts with a Series 66 designation and two years of industry experience. His prior work includes roles at Lincoln Investment and a five-year period at Azie Media. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, advisor-managed custom and model portfolios, third-party manager access, and retirement plan advice through a nationwide network of independent advisors and in-house investment management.

Thomas Ginty is a CFP® professional with 15 years of industry experience, currently serving at Wedmont Private Capital. His prior experience includes roles at Facet Wealth, TD Ameritrade, and Raymond James & Associates. Wedmont Private Capital provides financial planning and discretionary investment management to individuals, charities, corporations, and employee benefit plans, using a fixed advisory fee model. The firm employs a predominantly passive investment approach based on modern portfolio theory, with diversified and tax-aware allocations, while also offering selective use of specialized strategies for qualified clients.

Kevin Nicholson is a financial advisor with The Ascent Group, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Ameritas Life Insurance, Triad Advisors, and OSAIC. In addition to his advisory work, he is a licensed independent insurance agent and co-owner of Walsh & Nicholson Financial Group. The Ascent Group, LLC provides investment management, financial planning, and consulting services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm manages approximately $4.76 billion in assets and employs a combination of discretionary and non-discretionary portfolio management, model portfolios, and third-party managers, serving a broad client base through a 15-advisor team.

Kevin Rafferty is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He worked at Hornor Townsend & Kent Inc for eight years before joining LPL Financial LLC in 2024. Rafferty is also licensed to sell life, health, and fixed annuity insurance products in Pennsylvania. 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 across various sponsored platforms.

James Trevouledes is a CFP®-certified financial advisor with eight years of industry experience, currently with McAdam LLC in Radnor, PA. He has worked at Madison Avenue Securities and Purshe Kaplan Sterling Investments and has been associated with McAdam LLC and its affiliated brands since 2018. McAdam LLC provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm manages portfolios using a variety of investment vehicles and strategies, including direct indexing and private funds, and offers a tiered subscription planning product alongside discretionary account management.

Mary Fugler is a financial advisor at Logan Capital Management, Inc. with 16 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at several firms including Parker Street Securities LLC and Washington Peak Investment Advisors LLC. Outside of her advisory role, she is also active as a Florida real estate sales associate on weekends. Logan Capital Management is an SEC-registered investment adviser managing approximately $3.1 billion in assets with a team of 16 advisors serving around 1,800 clients. The firm employs a combination of top-down macroeconomic analysis alongside fundamental and technical approaches across diverse equity and fixed-income strategies, and also manages the Logan Capital Broad Innovative Growth ETF.