Sean Wilson is a financial advisor at Wealthcare Advisory Partners LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at JFS Wealth Advisors, Ascensus, and McAdam LLC. Outside of his advisory roles, he was involved with Crabhouse at Two Mile Landing from 2016 to 2018. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth management, investment management, financial planning, and access to alternative and private placement investments using a goals-based planning approach and evidence-based investment framework.

Timothy Dorazio is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at LPL Financial, KeyBank, and PNC Bank. Outside of his advisory work, he serves as a referee in the USA Hockey League. Independence Square Holdings serves individual clients, retirement plans, and institutional clients through financial planning, portfolio management, and ERISA advisory services. The firm employs a multi-team approach with approximately 40 advisors and integrates customized portfolios, model portfolios, and third-party solutions, along with extensive digital and platform services.

Matthew Mayer is a CFP® professional with 14 years of industry experience, currently affiliated with M Holdings Securities, Inc. and Perspective Financial Group since 2021. His prior experience includes eight years at The Vanguard Group and a year at Brumbaugh Wealth Management. He serves as treasurer for Chester County Young Life, where he helps set and review the organization’s budget. M Holdings Securities, Inc. serves a nationwide client base including individuals, retirement plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary investment management, retirement plan consulting, and insurance advisory. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, delivering investment management through financial professionals and third-party sub-advisors.

James Judge IV is a CFA® charterholder with 13 years of industry experience. He has worked at Ethos Financial Group, LLC since 2022 and previously held roles at Almanack Investment Partners and Gadsden. He serves as a volunteer member of an investment committee in Villanova, PA, participating in advisor hiring and investment oversight. Ethos Financial Group provides investment management and financial planning services to individuals, trusts, estates, municipal entities, and charitable organizations. The firm employs a model portfolio approach with diversified, risk-conscious allocations and incorporates third-party research and tax-overlay management in its process.

Kevin Ralph is a CFP® professional with 15 years of experience in the financial advisory industry. He is currently with Wealthcare Advisory Partners LLC and has been with the firm since 2018, following prior experience at LPL Financial starting in 2014. 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 using patented Wealthcare software and incorporates behavioral economics, quantitative metrics, and both passive and active investment strategies.

Henry Supinski III is an investment advisor with Wealthcare Capital Management LLC, holding Series 63, 65, and 66 licenses and four years of industry experience. He previously worked at Affinity Wealth Management LLC and has roles at both Wealthcare Capital Management and Wealthcare Advisory Partners, dividing his time between the two firms. Wealthcare Capital Management LLC is a multi-team SEC-registered adviser managing approximately $3.93 billion for over 5,600 clients. The firm offers comprehensive financial planning and discretionary portfolio management for individual and high-net-worth clients, emphasizing a long-term, evidence-based investment approach with behavioral economics integrated into its strategies.

Jaclyn Swavely is a CFP® professional with 23 years of industry experience, currently serving at Girard Advisory Services, LLC. Her career includes roles at Vanguard Advisers, Commonwealth Financial Network, and Creative Planning, among others. She also spends a small portion of her time involved in fixed insurance sales. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, retirement plan consulting, and related services to individuals, trusts, charitable organizations, and business entities. The firm employs a proprietary research process and offers a range of investment strategies, including tax-managed direct indexing and options overlay, supported by its affiliation with Univest Bank and Trust Co.

David Emery is a CFP® with 22 years of industry experience, currently serving as an advisor at Waverly Advisors, LLC. His prior roles include positions at Planning Capital Management Corp and The Marshall Financial Group, Inc. He also teaches a personal finance course as an adjunct professor at Temple University. Waverly Advisors is a multi-team registered investment adviser that manages portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, serving a broad client base that includes both non-high net worth and high net worth individuals.

Robert Bagonis Jr. is a financial advisor with Ethos Financial Group, LLC, holding a Series 65 license and five years of industry experience. He has been affiliated with Tritium Private Wealth since 2014, where he is a principal involved in estate, business succession, and insurance planning. Outside of financial advising, he is a CFO and owner of Trestle Beer Company LLC, also known as Wrong Crowd Beer Company. Ethos Financial Group serves individuals, trusts, estates, state and municipal entities, and charitable organizations, providing investment management, financial planning, estate planning, and related consulting. The firm uses a model portfolio approach with diversified, risk-conscious strategies implemented through various investment vehicles and supplements its process with third-party research and optional tax-overlay management.

David Hill Jr. is a CFP® and CFA® with 14 years of industry experience. He is currently with Kathmere Capital Management, LLC and has previously worked at firms including LNW Wealth Management, YieldX Advisers, M HOLDINGS SECURITIES, Legacy Advisors, Miller Investment Management, and Lord, Abbett & Co. LLC. 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, with oversight from an Investment Department and Committee.

Barbara Wolf is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Abacus Wealth Partners since 2009. Her prior experience includes roles at Abacus Portfolios, Grimaldi Portfolio Solutions, Inc., and J. Cole Financial Advisers, Inc. She is also president of The Lerr Corp., a family business involved in industrial real estate. Abacus Wealth Partners provides financial planning, consulting, and both discretionary and non-discretionary investment management to a diverse client base including individuals, families, pension plans, and charitable organizations. The firm employs an asset-class investing approach grounded in academic research, utilizing no-load mutual funds, ETFs, and passive institutional funds, while incorporating ESG screening and private pooled vehicles in client portfolios.

William Fox is a Series 65-licensed financial advisor with McAdam LLC, based in Radnor, PA, bringing seven years of industry experience. Prior to joining McAdam, he worked at Penn Dot and Indiana University Pennsylvania. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client portfolios using fundamental analysis and offers diversified investment options, including less liquid assets and digital exposures, while also providing subscription-based planning products and estate-document services.

Benjamin Kogan is a CFP® professional at Sage Financial Group Inc. with four years of industry experience. His prior roles include work at the U.S. Small Business Administration and Greenberg Traurig LLP, as well as running his own law office. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors with investment management and financial planning, including family office services. The firm employs a fundamental, long-term investment approach and is known for advising affiliated private pooled real-estate funds and offering estate-planning in partnership with a law firm.

Billy Webster Jr. is a financial advisor at Wharton Business Group, LLC in Malvern, PA, holding a Series 63 designation with 34 years of industry experience. He has been with Wharton Business Group since 2009. Wharton Business Group provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a combination of charting, fundamental and technical analysis with both long- and short-term purchase strategies, and incorporates artificial intelligence tools for operational support.

Bradley Wallick is a CFA® charterholder with 13 years of industry experience. He has been with Regal Investment Advisors LLC since 2018 and previously worked at Canby Grove Capital Inc. and Ct Financial Advisors, LLC. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management primarily to independent investment adviser representatives and, through subadvisor agreements, to other registered advisers. The firm serves a range of clients including individual, charitable, and corporate/business accounts using proprietary and third-party model portfolios.

Mark Gombita is a CFP® professional with 12 years of industry experience. He is currently with Main Street Financial Solutions, LLC, where he has worked since 2024. Prior to that, he spent eight years at Merrill and Bank of America, N.A. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs an academic-based, multi-asset class investment approach, utilizing mutual funds, low-cost ETFs, actively managed funds, and alternative investments while also providing ERISA fiduciary consulting and managing held-away accounts through third-party platforms.

Michael Lovecchio is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Jacobi Capital Management, LLC. He has worked at Jacobi Capital Management since 2017 and has prior experience with LPL Financial LLC, Renaissance Investment Consultants Holding Co., WFG Investments Inc., and Equitable Advisors. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients, offering discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach combines fundamental security analysis with a proprietary “fusion analysis” framework and integrates advisor-enhanced digital programs alongside traditional and algorithm-driven model portfolios.

Stephen Lee is a financial advisor at Logan Capital Management, Inc. with 33 years of industry experience. He has held roles at Logan Capital Management since 1994 and at Lcm Partners since 2000. Lee serves as treasurer for The Philadelphia Charity Ball, a nonprofit organization focused on fundraising. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for individual and institutional clients. The firm employs a combination of macroeconomic analysis, proprietary quantitative screens, fundamental research, and technical analysis across various equity and fixed-income strategies.

Bradley Williams is a financial advisor at BC Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MAFG RIA Services, Inc. for 10 years. Outside of his advisory role, he serves as president of the Old Grad Award Foundation, a scholarship organization, and volunteers as a board member for Business Leadership Organized for Catholic Schools. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, and institutional clients. The firm focuses on non-discretionary investment management utilizing fundamental analysis, charting, and a range of strategies including long-term, short-term, trading, options, and alternatives.

Gene Levengood is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has previously worked with firms including Raymond James Financial and LPL Financial and operates Good Life Advisors LLC, an independent investment advisory firm. 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, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.