Ho Tae Chang is a CFP® professional with 34 years of experience and has been with BCG Securities, Inc. since 2003. In addition to his advisory role, he teaches martial arts classes and serves as treasurer for Messiah United Methodist Church. He also engages in tax consulting and preparation seasonally. BCG Securities is a team-based firm serving institutional retirement plans and individual clients, focusing on portfolio management, financial planning, and pension consulting. The firm emphasizes tailored recommendations often on a non-discretionary basis and regularly utilizes independent third-party managers in its investment approach.

Jonathan Huang is a financial advisor at MyCIO Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at firms including Rede Partners (Americas) LLC, Eden Global Partners, ICONIQ Capital, and Glenmede Trust Company, N.A. Huang also has a background in education and the arts, having been affiliated with the University of Pennsylvania, Pingry School, and The Juilliard School. MyCIO Wealth Partners provides investment advisory and planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm emphasizes non-discretionary portfolio management and offers access to a wide range of investment vehicles, including mutual funds, private investment funds, and alternative investments.

Christopher Morrissey is a financial advisor at McAdam LLC with eight years of industry experience. He holds a Series 65 designation and has previously served in the U.S. Army Judge Advocate General's Corps. Morrissey has been with McAdam LLC since 2018 and was self-employed prior to that. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, managing client accounts on a discretionary basis with a range of investment exposures including mutual funds, ETFs, individual securities, and private investment funds.

Robert Bildner is a financial advisor at McAdam LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at McAdam LLC since 2014 and Purshe Kaplan Sterling Investments since 2015. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, implementing portfolios primarily through fundamental analysis and a range of investment vehicles tailored to client objectives.

Anthony Panto is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes positions at Raymond James Financial Services, SagePoint Financial, and Equitable Advisors. He serves on the board of Junior Achievement of New Jersey, where he organizes financial literacy events. Capital Analysts serves retail and institutional clients such as individuals, high-net-worth investors, trusts, and charitable organizations, offering portfolio management and retirement-plan advice through a nationwide network of independent advisors and in-house investment management using a proprietary mutual-fund screening process.

Kurtis Stroemel is a financial advisor at Realta Investment Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 registrations and has worked with Realta Investment Advisors since 2008. Outside of investment advisory, he serves as president of HR&S Financial Services, LLC, where he oversees insurance sales, and holds several nonprofit treasurer roles, including at the Camden County College Foundation and the Voorhees Township Police Foundation. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice through advisor interviews and typically implements diversified portfolios using mutual funds, ETFs, equities, fixed income, and alternatives, with access to multiple management platforms and third-party managers.

Nancy Nawn is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Facet. Her prior experience includes roles at Mitlin Financial, CWM, Origin, Watchdog Planning LLC, Mercer Global Advisors, and Merrill. Facet Wealth provides subscription-based financial planning and discretionary investment management primarily to individual clients, utilizing a model-based approach with ETFs and technology-driven processes to offer services across a broad array of planning areas.

William Dulin is a Series 65 licensed advisor with McAdam LLC in Radnor, PA, where he has worked since 2018. He has eight years of industry experience, including a prior role at Berkley Redirect and four years at the University of Hartford. Outside of finance, he serves as an assistant youth lacrosse coach with True Lacrosse. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm employs a multi-team approach with portfolios tailored through fundamental analysis and periodic reviews, incorporating a range of investment vehicles including direct indexing, private funds, and cryptocurrency exposures.

Ryan Soehnel is a financial advisor at myCIO Wealth Partners, LLC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at the Wilmington Country Club and educational positions at the University of Delaware and local schools. myCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management and financial planning, with a focus on recommending and monitoring allocations across a range of investment vehicles.

Andrew Huppman is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes positions at Michael Page and The Vanguard Group. Outside of finance, he works as a dog walker in Prospect Park, PA. Santander Securities LLC provides investment advisory services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning through a managed-account platform, with a notable affiliation to Santander Bank and access to securities-based lending options.

Michael Mall is a CFP® with 16 years of industry experience, currently affiliated with Coppell Advisory Solutions LLC. He has held roles at Nexus Medicare Solutions, Fusion Capital Management, and Virtue Capital Management, and he is the owner of Mall Retirement Group, LLC. He also serves as founder and CFO of Nexus Medicare Solutions, LLC. Coppell Advisory Solutions LLC operates as a multi-team firm offering discretionary portfolio management and financial planning to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm utilizes an open-architecture platform with tailored investment strategies and a broad range of investment tools.

Jawan Mc Allister is a financial advisor at McAdam LLC with seven years of industry experience and holds a Series 65 designation. He has worked at McAdam LLC since 2019 and is involved in coaching as an assistant baseball coach at Anderson Monarchs and St. Joseph's Preparatory School. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages client accounts on a discretionary basis, utilizing a range of investment strategies including mutual funds, ETFs, direct indexing, and private investment funds, and offers distinctive products such as a tiered subscription planning service and AI-monitored advisory tools.

Joseph Langella Jr. is a financial advisor with Logan Capital Management, Inc. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has been with Logan Capital Management since 2015 and has also worked with Quasar Distributors, LLC and Glenmede Funds/Philadelphia International Advisors since 2004. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for a diverse client base, including high-net-worth individuals, institutional clients, and public funds. The firm employs a combination of top-down macroeconomic analysis, proprietary quantitative screening, fundamental research, and technical analysis across various equity and fixed-income strategies.

Devin Musser is a financial advisor at MyCIO Wealth Partners, LLC with two years of industry experience and holds a Series 65 designation. His prior experience includes roles at MyCIO Wealth Partners in different capacities, as well as work at Tommy's Tavern & Tap Restaurant and the University of Delaware. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm emphasizes non-discretionary portfolio management and offers access to a wide range of investment vehicles, including private pooled funds and alternative investments.

Joshua Feldschneider is a financial advisor at Pine Valley Investments with nine years of industry experience. He holds the Series 66 designation and has worked at Pine Valley since 2018. Prior to that, he was employed at Merrill Lynch from 2016 to 2018 and has also been associated with Bank of America since 2016. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm employs a range of analytical approaches and trading strategies under discretionary authority and serves both directly managed accounts and referred clients through Tri-Party Agreements.

Timothy Seiders is an investment adviser representative at The Ascent Group, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including OSAIC, Triad Advisors, and Ameritas Life Insurance Corp. He also owns One Stop Financial Services, a sole proprietorship providing insurance sales and fixed insurance products. The Ascent Group is a registered investment adviser managing approximately $4.93 billion and offers a range of services including discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm serves individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans through a network of advisor representatives and third-party platforms.

William Werner is a CFP® certified financial advisor at Mission Wealth Management, LP with 16 years of industry experience. His prior roles include positions at The Vanguard Group and Facet Wealth. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, philanthropic, and risk planning, utilizing both internal management and select third-party sub-advisors.

Nicolette Seilus is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Continuum Advisory, LLC. Her prior experience includes roles at Triad Advisors LLC, The Vanguard Group, and West Virginia University. Outside of her advisory work, she has been involved with Puebla Foods INC/La Madera Bistro. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans with financial planning, consulting, and portfolio management services. The firm offers tailored investment solutions through a network of independent advisors and manages over $1.4 billion in assets.

John Walters is a CFP® professional with six years of industry experience, currently serving as an advisor at Bryn Mawr Trust Advisors, LLC. His prior roles include positions at Bryn Mawr Capital Management, The Vanguard Group, Inc., and Mass Mutual Investors Services. He holds a life and health insurance license in multiple states, maintained with no active hours devoted. 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 policy development and diversified portfolio management through a range of vehicles, including Independent Managers and ESG strategies, and serves as a sub-adviser to WSFS Bank’s Wealth division and other fiduciaries.

Mark Weiner is a financial advisor at BC Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked with MAFG RIA Services, Inc. and Tristar Insurance Group. BC Advisors, LLC provides ongoing investment advisory services, portfolio analysis, and consolidated performance reporting to individuals, trusts, pension and profit-sharing plans, corporations, estates, and other entities. The firm employs fundamental analysis supplemented by charting and cyclical analysis and offers a broad range of investment strategies, including equities, options, fixed income, ETFs, private funds, and alternative investments.