David Friedman is a financial advisor at Capital Analysts with 27 years of industry experience. He holds the Series 66 designation and has worked at several firms including Metlife Securities and Massachusetts Mutual Life Insurance Company. He has been with Capital Analysts since 2018. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Adam Greene is a CFP® and holds a Series 65 license, currently advising at Sage Financial Group Inc. He has nine years of industry experience and has been with Sage Financial Group since 2016. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors by offering investment management and financial planning with a focus on fundamental analysis and long-term purchase strategies. The firm also provides family office services and is noted for advising affiliated private pooled real-estate funds, including a Qualified Opportunity Fund.

Rob Roy Mc Lallen IV is a Series 65-licensed financial advisor with six years of industry experience. He has worked at MyCIO Wealth Partners since 2019 and previously held positions at The Wiley Group and Kelly and Associates. His background includes roles at Haverford College and Lacrosse Unlimited. MyCIO Wealth Partners provides investment advisory and related planning services primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management and financial planning, with a focus on recommending and monitoring allocations across a broad range of investment vehicles.

Kiran Sweigart is a CFP® professional with 16 years of experience, currently serving as a financial advisor at McAdam LLC. She has worked at Madison Avenue Securities and ran her own practice, Sweigart Financial, since 2023. Kiran is also involved in residential real estate activities on a personal basis. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, retirement plan consulting, and related implementation support, managing client portfolios with a discretionary approach and incorporating a range of asset types and specialized exposures.

Earl Miller is a financial advisor at Roffman Miller Associates Inc with 14 years of industry experience. He holds the Series 66 designation and has worked at Roffman Miller since 2018. Prior to that, he was affiliated with MainLine Securities LLC, Mainline Private Wealth LLC, and Mainline Investment Partners LLC from 2014 to 2018. Roffman Miller provides discretionary portfolio management and financial planning services to individuals, pension 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.

Christopher Powers is a financial advisor at Girard Advisory Services, LLC with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at Girard Advisory Services since 2018. His previous experience includes positions at Efficient Advisors LLC and TD Ameritrade, INC. Powers also owns and maintains a rental property. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification through a proprietary research process and an Investment Committee, offering both discretionary and non-discretionary management to high-net-worth clients and plan sponsors.

Robert Miller is a financial advisor at Roffman Miller Associates Inc with 34 years of industry experience. He has worked at Roffman Miller Associates since 1990. 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 process to tailor asset allocation with an emphasis on long-term objectives, diversification, and fundamental research.

Steven Dunn is a financial advisor with Bryn Mawr Trust Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at Commonwealth Financial Network and WSFS Bank. He is also involved in fixed insurance sales related to investments. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and wholly owned subsidiary of WSFS Financial Corporation that provides discretionary investment management, financial planning, and retirement-plan fiduciary services to a diverse client base, including high-net-worth individuals, trusts, corporations, and institutional clients. The firm employs a proprietary multi-asset investment approach and operates a co-advisory arrangement with WSFS Bank.

Alex Deck is a financial advisor with Diversify Advisory Services, LLC in Conshohocken, PA. He holds Series 63 and Series 65 licenses and has six years of industry experience, including three years at Hornor Townsend & Kent Inc. and ongoing work with Penn Mutual Life Insurance Co. Deck served in the United States Army National Guard from 2013 to 2019. Outside of his advisory role, he operates an insurance brokerage business providing multi-line insurance products. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small businesses. The firm employs a tactical diversification strategy and individualized asset allocation, offering a range of portfolio management options and customized financial planning services.

John Krol is a financial advisor with Legacy Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at M Holdings Securities, Inc. and Legacy Advisors since 2006. Krol serves on the boards of The Legacy Foundation and Merakey, and he is board president of Life Tree Pharmacy. Legacy Advisors, LLC manages approximately $4.18 billion in client assets, providing portfolio management, financial planning, retirement plan consulting, and selection-of-other-advisor services. The firm serves pension and corporate retirement plans, charitable organizations, and individual investors, employing a blend of fund, fundamental, and technical analysis alongside manager monitoring and sub-advisory arrangements.

Ralph Schneider is a financial advisor with Capital Analysts, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1992. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house discretionary and non-discretionary investment management.

Jack Costello is a financial advisor at Ethos Financial Group, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Alden Investment Advisors and J. Alden Associates, Inc. Outside of his advisory role, he works as a freelance writer in a non-investment related capacity. Ethos Financial Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering investment management and comprehensive financial planning through model portfolios and diversified allocation strategies.

Eric Hershman is a financial advisor with Capital Analysts in Wayne, PA, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Capital Analysts Incorporated since 2001 and has also worked at Lincoln Investment since 2012. Outside of his advisory roles, he is the owner of Hershman & Associates, a business involved in the sales and service of insurance-related products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement plan advice through a nationwide network, combining discretionary in-house management with non-discretionary advisor and third-party solutions.

Erich Hohenleitner is a financial advisor at McAdam LLC with six years of industry experience. He holds a Series 65 designation and has worked at McAdam since 2020. His prior roles include work with Adelphia Research Program, AMG Aluminum, McDermott Lawn Care, and Villanova University. McAdam LLC advises individuals, trusts, estates, and institutional clients, offering financial planning, investment management, and retirement plan consulting. The firm manages client portfolios using fundamental analysis and includes specialized investments such as direct indexing and private funds, with discretionary account management and ongoing portfolio review.

William Lane III is a financial advisor at Ethos Financial Group, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Almanack Investment Partners, Wells Fargo Clearing, Credit Suisse Securities, and Deutsche Bank Securities. Outside finance, he is the founder and CEO of Praktikant, a software company, where he provides strategic guidance and beta testing. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering investment management and comprehensive financial planning. The firm utilizes a model portfolio approach with diversified, risk-conscious allocations supported by third-party research and incorporates AI tools for operational purposes.

Charles Gorenberg is a ChFC® credentialed financial advisor with 38 years of industry experience. He is currently with Belpointe Asset Management LLC and has previously worked at BCG Securities, Inc. and Davidken Corporation, where he also serves as CEO and COO. Gorenberg is involved with multiple employer 401(k) plans through KINETIC K PLANS and is a registered representative at Fortune Financial Services, Inc. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers customized portfolio management, financial planning, retirement-plan consulting, and a range of proprietary and third-party investment solutions.

James Ward is a financial advisor at BCG Securities, Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and LPL Financial LLC. Outside of his advisory role, he works as a delivery driver for Uber and Amazon Flex. BCG Securities serves institutional retirement plans and individual clients with accounts typically above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm focuses on developing written investment policy statements and tailoring recommendations to client goals, often implementing advice on a non-discretionary basis.

Waheed Gbadamosi is a financial advisor at Santander Securities LLC with a Series 66 designation and four years of industry experience. His background includes roles at Citizens Securities, Inc., NYLIFE Securities LLC, and Santander Bank, NA. He serves as a Supply Specialist in the United States Army National Guard. Santander Securities LLC provides investment advisory services to a broad retail client base, managing approximately $3.14 billion in regulatory assets across over 10,800 client relationships. The firm offers portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products, utilizing a range of third-party discretionary investment managers and an affiliated banking relationship.

Antonio Betancourt is a CFP® with 33 years of industry experience, currently serving at Ethos Financial Group, LLC since 2023. His prior roles include positions at SagePoint Financial and SII Investments, Inc., among others. Outside of his advisory work, he operates a sole proprietorship focused on insurance products. Ethos Financial Group serves a diverse client base including high-net-worth individuals, trusts, and municipalities, offering investment management and financial planning through diversified, risk-conscious portfolios supplemented by third-party research and AI-assisted operations.

Christopher Colasurdo is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at McAdam LLC. He has worked at Madison Avenue Securities since 2025 and was with Purshe Kaplan Sterling Investments from 2014 to 2024. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages client portfolios on a discretionary basis, utilizing a range of investment vehicles including mutual funds, ETFs, independent managers, and alternative assets, and features offerings such as a tiered subscription planning product and monitored use of artificial intelligence tools.