Jeremy Kerr is a financial advisor with Great Valley Advisor Group, LLC holding a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Financial, The Prudential Insurance Company of America, Nexa Mortgage, and Quicken Loans. Great Valley Advisor Group is a multi-team SEC-registered 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 with ongoing portfolio oversight.

Daniel Agoglia is a financial advisor with Independence Square Holdings, LLC and holds Series 63 and Series 66 licenses. He has 23 years of industry experience and has worked at firms including Private Advisor Group, LPL Financial, and The Philadelphia Group. Independence Square Holdings, LLC provides investment advisory, financial planning, and portfolio management services to individuals, retirement plans, corporations, nonprofits, and government entities. The firm employs a range of strategies and integrates both in-house management and third-party offerings, with a notable emphasis on digital platforms and algorithmic tools.

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.

Alexis Cain is a financial advisor at Capital Analysts with eight years of industry experience. She holds a Series 66 designation and has worked with Lincoln Investment Planning, LLC since 2016. Outside of her advisory role, she has been involved with Retro Fitness of Fairless Hills for over a decade. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, utilizing an in-house investment management team and proprietary screening processes, and provides various advisory services through a network of several hundred advisors.

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.

William Artzerounian is a CFP® and PFS™ with eight years of industry experience. He has worked at Ritholtz Wealth Management since 2021 and previously held roles at Integer Wealth Advisors Group LLC, Grove Street Fiduciary, LLC, Compass Ion Advisors, LLC, MyCIO WEALTH PARTNERS, LLC, and Deloitte & Touche, LLP. He is also the owner of RWM Tax LLC, which provides tax planning services. Ritholtz Wealth Management advises individual and institutional clients, including high-net-worth individuals and retirement plans, offering comprehensive portfolio management and financial planning. The firm employs a goal-based investment process focusing on asset allocation and behavioral finance, utilizing diversified, low-cost ETFs along with tactical overlays and alternative investments, and provides both advisor-led and digital platform services.

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 financial advisor at CW Advisors, LLC with 22 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining CW Advisors, he worked at Cms Wealth Management and APW Capital, INC. for eight years each and has been self-employed since 2015. Demasi is also involved in benefit education and health insurance consulting through his roles in related businesses. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, pension plans, and corporations. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and offers wealth management, family office services, retirement plan advisory, and sub-advisory solutions.

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, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Legacy Planning Partners, Minnesota Life Insurance Co., and Securian Financial Services. Outside of his advisory work, he is involved in managing non-investment related rental properties. 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 various advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and ongoing compliance oversight.

Liam Mc Guire is a financial advisor at Capital Analysts with a Series 66 designation and two years of industry experience. His work history includes roles at Capital Analysts and Lincoln Investment, alongside five years at Azie Media. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, access to third-party managers, and ERISA retirement plan advisory services, supported by an in-house investment management and research team.

Joseph Bates is a CFP® professional with seven years of experience in the financial industry. He has worked at Summit Financial, LLC since 2020 and previously at Asset Planning Services LTD. from 2016 to 2020. Outside of advisory work, he serves as Treasurer for Healing Hearts, a foster/adoption ministry nonprofit, and is involved with MRK Wealth Advisors, LLC, providing oversight for income tax preparation services offered to clients. Summit Financial, LLC is a multi-team SEC-registered advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs with a mix of discretionary and consultative services tailored to client needs.

Andrew Mcdonough is a financial advisor at Girard Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Annuities Distributors and Prudential Insurance Company of America. 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 focuses on asset allocation, diversification, and tailored portfolios through a proprietary research process and an Investment Committee, offering a range of investment strategies and retirement plan services.