Dominic is the co-founder of Wedmont Private Capital. After graduation from the United States Naval Academy, Dominic joined the Marine Corps and was designated a Ground Intelligence Officer. As a lieutenant, Dominic commanded a Scout Sniper platoon and deployed his unit twice, including a combat deployment to Al Anbar Province, Iraq, in 2007. After his promotion to captain, Dominic led an officer recruiting station and was responsible for developing Marine officer candidates in eastern Pennsylvania. Dominic received his MBA (with a concentration in finance) from the Wharton School at the University of Pennsylvania. He worked at Credit Suisse as an ultra-high-net-worth (UHNW) financial advisor and also spent time at Vanguard, where he served as the Chief of Staff of the Financial Advisor Services division. Outside of work, Dominic enjoys trail running, functional fitness, and playing golf, often quite badly. He is passionate about helping veterans transition successfully to civilian life and understands how daunting it can be for vets to find the right career outside the military. Dominic lives with his wife and three sons outside Philadelphia.

Francis Lojewski Jr. is a financial advisor with M Holdings Securities, Inc., holding the ChFC® designation and Series 63 and 65 licenses, and has 32 years of industry experience. He has worked at Madison & Main Advisors LLC since 2019 and has been affiliated with M Holdings Securities Inc. since 2010. In addition to his advisory roles, he is the owner of a pass-through entity, Francis J. Lojewski, LLC. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of independent firms. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance-related advisory services, utilizing multiple sponsored platforms and third-party managers.

Jerry Bell II is a financial advisor at Elm Wealth in Philadelphia, PA, with two years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for VidMob, Inc. from 2015 to 2023. Elm Wealth manages approximately $3.02 billion in discretionary assets and offers investment advisory services to a diverse client base, including pooled investment vehicles, an exchange-traded fund, private/offshore funds, and high-net-worth individuals. The firm employs a rules-based, dynamic asset-allocation strategy using low-cost mutual funds and ETFs across multiple vehicle types.

Richard Milburn is a CFA® charterholder with three years of industry experience. He is currently with CW Advisors, LLC and has previously worked at Congress Wealth Management LLC, MainLine Private Wealth, LLC, and Archer Investment Management Solutions. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach that combines active, passive, quantitative, and ESG strategies, using both third-party money managers and internally managed risk-managed strategies.

Adam Hunt is a CFP® with 22 years of industry experience, currently serving as an advisor at RMR Wealth Builders, Inc. since 2022. His prior experience includes roles at Transamerica Retirement Services, Diversified Investors Securities Corp, and Transamerica Capital, Inc. Outside of his advisory work, he is the director and owner of EZTPA, LLC, a third-party administrator for 401(k) plans. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management through a combination of discretionary and non-discretionary strategies.

Cristina Barsony is a financial advisor at Girard Advisory Services, LLC in Philadelphia, PA, holding a Series 65 designation with four years of industry experience. Her career includes roles at Univest Bank and Trust Co and M&T Bank. Girard Advisory Services, LLC is a fee-only registered investment adviser that offers wealth management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification using a proprietary research process and provides access to specialized strategies and affiliated banking and insurance services through its parent company structure.

Henry Yocum is a Series 65-licensed financial advisor with McAdam LLC, based in Radnor, PA, and has five years of industry experience. Prior to joining McAdam in 2020, he held positions at TD Ameritrade, First Command Services, and Election Systems & Software. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm employs a discretionary investment approach with diversified asset allocations and incorporates specialized exposures such as direct indexing and private investment funds.

Christopher Morello is a CFP®, ChFC®, and Series 65-licensed financial advisor with 17 years of industry experience. He has been with MyCIO WEALTH PARTNERS, LLC since 2006. MyCIO Wealth Partners provides investment advisory and related planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and institutional Chief Investment Officer services, focusing primarily on non-discretionary asset management and a diverse range of investment vehicles.

Valeri Boclair is a financial advisor at Bryn Mawr Trust Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group for 27 years. His recent roles include positions at Bryn Mawr Capital Management and Ascensus LLC. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other business entities. The firm offers customized investment strategies using a range of vehicles including independent managers, mutual funds, ETFs, and private fund platforms, and serves as a sub-adviser to WSFS Bank’s Wealth division and other financial entities.

Robert Burdumy is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Wealthcare Advisory Partners since 2020 and previously spent four years at Lincoln Investment Planning. In addition to his advisory role, he is a licensed insurance professional. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach supported by proprietary software and metrics, combining passive and active investment strategies with dynamic rebalancing.

Daniel White is a ChFC® credentialed financial advisor with 14 years of industry experience, currently practicing at Corecap Advisors. He has led Daniel A White & Associates since 2000, focusing on insurance and annuity sales. Corecap Advisors serves a diverse client base including high-net-worth individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management and financial planning. The firm emphasizes a relationship-oriented, long-term investment approach utilizing mutual funds, ETFs, equities, bonds, and selected use of options or short sales, alongside oversight of sub-advisors and tax-efficient strategies.

Maureen Kozak is a Certified Financial Planner® with 33 years of industry experience. She has been with Nations Financial Group, Inc. since 2009. Outside of her advisory role, she is an owner of St Joseph Realty Partners, LLC, where she maintains books and records. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach utilizes proprietary model portfolios combined with outside manager options, tailored by its advisers to client objectives, risk tolerance, and liquidity needs.

Luke Shevlin is a financial advisor with Wealthcare Advisory Partners LLC and holds a Series 66 designation. He has three years of industry experience, including roles with LPL Financial LLC. Outside of advising, he is involved in ride-share and delivery work with Uber and DoorDash. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using proprietary software and behavioral economics, integrating both passive and active investment strategies.

Michael McAdam is a financial advisor with McAdam LLC in Radnor, PA, holding a Series 66 designation and 24 years of industry experience. He has worked at McAdam LLC since 2014 and previously at Purshe Kaplan Sterling Investments. 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 through a multi-advisor platform, implementing portfolios with fundamental analysis and offering a range of investment strategies including alternative and specialized products.

Kerry Cahill is a financial advisor at Beacon Capital Management, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Spc and Midland National Life Insurance Company. Cahill also manages a rental property in Florida outside of his advisory work. Beacon Capital Management provides third-party model portfolio management and discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm utilizes mechanical, data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.

Richard Mowrer is a financial advisor at Brookwood Investment Group with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2021. His prior experience includes roles at MassMutual Life Insurance, MML Investors Services, The Prudential Insurance Company of America, Bluestone Capital Management, OceanSquare Asset Management, and BlackRock. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm utilizes a combination of passive, active, tactical, and blended investment strategies tailored to client objectives and supports a network of proprietary partner offices along with multiple affiliated businesses.

Andrew Damico is a CFA® charterholder with 13 years of industry experience. He is currently with Roffman Miller Associates Inc, where he has worked since 2022. His prior roles include positions at Wells Fargo Clearing Services and Hartford Funds Distributors. Roffman Miller Associates provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.9 billion across about 1,560 client relationships, using a committee-based investment process focused on long-term objectives, diversification, and fundamental research.

James Locke Jr. is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with Sound Income Strategies, LLC and has held roles at BFC Planning, Inc., Poole Locke Associates, and other firms. Outside of his advisory work, he holds a 10% ownership interest in Baby Guard of Palm Beach and Broward, LLC, a company specializing in installation of removable pool fences. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in assets, serving a diverse client base including individuals, pension plans, trusts, and corporations. The firm emphasizes fixed-income analysis combined with equity review, offering customized portfolios and a range of advisory services including discretionary and non-discretionary management, financial planning, and insurance planning.

Francisco Agrest is a financial advisor at Elm Wealth based in Philadelphia, PA. He holds a Series 65 designation and has been working in the industry since 2022. Prior to joining Elm Wealth in 2025, he held roles at Perchwell, AvantStay, and WeWork, as well as studying at Columbia University. Elm Wealth manages approximately $3.02 billion in discretionary assets, serving a diverse client base including individual and high-net-worth investors, pooled investment vehicles, and an exchange-traded fund. The firm employs a rules-based, dynamic asset allocation strategy across multiple investment vehicles, combining ETF advisory, fund management, and customized managed accounts.

David Gradzki is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He has been with Roffman Miller Associates Inc since 2021. Outside of financial advising, he has managed an LLC related to a family rental property. Roffman Miller Associates serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and corporations, typically working with accounts at or above $1 million. The firm emphasizes a team-based investment approach, focusing on long-term objectives, diversification, and fundamental security selection, with portfolios primarily constructed from individual stocks and bonds.