Daniel Farrell is a CFA® charterholder with nine years of industry experience. He is currently an advisor at Core Planning and has previously worked at Mercer, The Vanguard Group, Inc., and OppenheimerFunds. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Christopher Martin is a CFP® professional with 22 years of experience in financial services. He is currently with AdvisorNet Wealth Partners and has held roles at Cetera and Bank of America. His other business activities include selling fixed insurance products. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, serving individuals, trusts, corporations, and qualified plans through diversified portfolios incorporating equities, fixed income, mutual funds, ETFs, and third-party managers.

Kristopher Thompson is a CFP® with five years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2026. His prior roles include positions at OSAIC, Triad Advisors, The Ascent Group, LLC, and Key Financial, Inc., as well as service in the United States Army from 2014 to 2018. Thompson is a board member of Legion of Valor, a nonprofit focused on providing modified sporting equipment and access to sporting events for injured veterans. Modera Wealth Management serves a diverse client base including individuals, trusts, corporations, and plan sponsors, offering wealth management, retirement plan consulting, financial planning, tax services, and business coaching. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and integrates investment management with in-house accounting and tax capabilities.

Arthur Romano is a financial advisor with Waverly Advisors, LLC, holding a Series 65 designation and four years of industry experience. He previously worked at Forefront Wealth Management for five years and Commonwealth Business Group for eight years. 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-markets allocations, offering both discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting services.

Julie Kelly is a financial advisor at Logan Capital Management, Inc. with 22 years of industry experience. She holds a Series 66 designation and has been with Logan Capital Management since 2009. 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 employs a combination of macroeconomic analysis, proprietary quantitative screens, fundamental research, and technical analysis across various equity and fixed-income strategies.

Adam Greene is a CFP® and Series 65-registered advisor with eight years of industry experience. He has been with Sage Financial Group Inc. for ten years. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors, providing discretionary and non-discretionary investment management and financial planning. The firm offers family office services and manages affiliated private pooled real-estate funds, employing a long-term investment approach based on fundamental analysis.

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.

Brady Yohn is a financial advisor with Advisory Services Network and holds Series 63 and Series 65 designations. He has three years of industry experience, including prior roles at The Vanguard Group and a variety of positions outside finance such as at Harvey's Main Street Barbecue and the University of Scranton. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and uses a range of strategies across various asset classes to align portfolios with client objectives.

Frederick Bacani is a financial advisor at Concentric with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Concentric since 2025, following a tenure at Pathstone beginning in 2023 and over two decades at Veritable, LP. Concentric provides discretionary sub-advisory portfolio management and model portfolio construction primarily to other registered investment advisers and financial institutions. The firm employs quantitative portfolio-optimization software combined with qualitative oversight to tailor strategies, offering services that include tax-loss harvesting overlays, ESG overlays, direct indexing, and specialized fixed-income mandates.

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 previously worked at TD Ameritrade, Inc. and Efficient Advisors LLC. Outside of his advisory role, he owns and manages a rental property. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes asset allocation, diversification, and customized portfolios through a proprietary research process and an Investment Committee, offering both discretionary and non-discretionary management across a variety of asset classes and specialized strategies.

Andrew Purcell is a financial advisor at Kathmere Capital Management, LLC with 16 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Kathmere in 2026, he worked at HBKS Wealth Advisors and Locust Capital Management LLC. Kathmere Capital Management provides investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, and institutional sponsors. The firm employs a top-down, model-portfolio investment process using ETFs, mutual funds, and other securities, and also manages pooled investment vehicles such as the Kathmere Private Markets Fund 2024 LP.

Alex Deck is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co, and served in the United States Army National Guard. Outside of advisory work, he is involved as an insurance agent with 1847 Financial, focusing on multi-line insurance products including life, accident, health, and annuities. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach utilizing a variety of platforms and instruments, including ETFs, mutual funds, alternatives, and options-based strategies.

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.

Edward Sep is a financial advisor with Great Valley Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including prior roles at Merrill, Private Advisor Group, and LPL Financial. Sep also operates Good Life Advisors LLC, an independent investment advisory firm, where he dedicates significant time providing advisory services. 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.

Andrew Storti is an investment advisory representative with AdvisorNet Wealth Partners, holding Series 63 and Series 66 designations and possessing 21 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and Cetera. He is also a partner and Chief Investment Officer at Brumbaugh Wealth Management. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using a range of asset classes and employs both discretionary and non-discretionary management strategies.

John Loper is a CFP® and ChFC® with 19 years of experience in financial advising. He currently works at Modera Wealth Management, LLC and previously held roles at Lincoln Investment and the CFP Board of Standards. He serves as a board member for the College for Financial Planning, contributing to evaluation and governance in financial education. Modera Wealth Management, LLC provides wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation approach based on Modern Portfolio Theory and combines investment management with in-house accounting and tax services, supporting a broad range of client needs.

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.

Thomas Mchugh is a Series 65-licensed financial advisor with 12 years of industry experience. He has worked at Independence Square Holdings, LLC since 2019 and previously held roles at LPL Financial, Private Advisor Group, LLC, and Logan Capital Management. Independence Square Holdings serves a diverse client base, including high-net-worth individuals, retirement plans, and institutional clients, providing financial planning, portfolio management, and pension consulting. The firm utilizes a blend of customized and model portfolios, incorporates third-party solutions, and leverages digital platforms and alternative investment options as part of its multi-team advisory approach.

Michael Slattery is a financial advisor with Independence Square Holdings, LLC, holding a Series 63 designation and over 31 years of industry experience. He has worked at Independence Square Holdings since 2019 and has been affiliated with LPL Financial since 2013. Independence Square Holdings (dba Independence Square Advisors) serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, pension consulting, and ERISA advisory services. The firm operates as a multi-team adviser with about 40 advisors, offering discretionary and non-discretionary management, model portfolios, and access to third-party managers and advisory programs.

Eric Hershman is a financial advisor with Capital Analysts, holding a Series 63 designation and 43 years of industry experience. He has worked at Lincoln Investment since 2012 and has been with Capital Analysts Incorporated since 2001. Outside of his advisory work, he owns Hershman & Associates, a business focused on the sales and service of insurance-related products. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm provides 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.