Christopher Truscello is a financial advisor at Diversify Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at DFPG Investments, LLC, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. He is also a financial representative at March FWD, where he sells fixed insurance products. Diversify Advisory Services is an SEC-registered advisory firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm focuses on tactical diversification and individualized asset allocation, offering a variety of portfolio management and consulting services tailored to client goals and risk tolerance.

James Todd is a financial advisor with Santander Securities LLC in Conshohocken, PA, holding Series 63 and Series 66 licenses with three years of industry experience. He has been with Santander Securities and Santander Bank since 2022, and previously worked at Lowe’s and Midway Bowling. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products, primarily serving individuals, ERISA and IRA accounts, and institutional entities.

Frank Hanna Jr. is a ChFC® credentialed advisor with 16 years of industry experience. He is currently with Arkadios Wealth Advisors, where he has worked since 2021, following a seven-year tenure at Lincoln Financial Advisors. Outside of his advisory role, he is involved in insurance-related activities including offering life settlements, accident and health insurance, and managing entities focused on health insurance and related financial products. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports discretionary account management using a proprietary portfolio team and employs fundamental, technical, and cyclical analysis across asset classes.

Henry Yocum is a Series 65 licensed financial advisor with McAdam LLC, based in Radnor, PA, and has six years of industry experience. Prior to joining McAdam in 2020, he held positions at TD Ameritrade, First Command Services, and other firms. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, using fundamental analysis and periodic portfolio reviews, and offers specialized exposures such as direct indexing and cryptocurrency via exchange-traded vehicles.

Roberta Kessler is a financial advisor with Girard Advisory Services, LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has worked at Girard Advisory Services since 2015 and at Girard Investment Services, formerly Univest Investments, since 2012. Girard Advisory Services, LLC is a fee-only registered investment adviser providing wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs a proprietary research process and an Investment Committee to tailor diversified portfolios, using a variety of investment vehicles and strategy-specific approaches, and benefits from its affiliation with Univest Bank and Trust Co., allowing it to offer a broad range of financial services.

William Mcgowan is a financial advisor at Modera Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Modera since 2022. Prior to his current role, he held various positions including multiple engagements with The Catholic University of America and roles at Skyline Tools LLC and Carmines Pizzeria. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios of mutual funds, ETFs, individual debt securities, and selected equities tailored to client objectives and risk tolerance.

George Harris III is a financial advisor with Sage Financial Group Inc. in West Conshohocken, PA, holding a Series 65 designation and 14 years of industry experience. He has worked at Sage Financial Group since 2012. 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 is noted for its advisory role to affiliated private pooled real estate funds, employing a long-term, fundamental investment approach.

John Porrecca is a financial advisor at StoneX Advisors Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at MetLife Securities, Inc. from 2004 to 2017 before joining StoneX Advisors in 2017. Outside of his advisory role, he serves as secretary and board member for Aidan's Heart Foundation, assisting with quarterly meetings and an annual charitable event. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA consulting through a combination of independent advisors and an in-house Private Client Group. The firm utilizes various investment platforms and managers to implement strategies tailored to client needs while supporting multiple account structures and model-based solutions.

Maureen Kozak is a Certified Financial Planner® with 34 years of experience in the financial services industry. She has worked at Nations Financial Group, Inc. since 2009 and previously spent 11 years with Wells Fargo Advisors. Outside of her advisory role, she owns and manages McCloskey Financial Group LLC, which provides investment and advisory services. Nations Financial Group, Inc. serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers a range of portfolio management and consulting services, with investment approaches that incorporate fundamental, technical, quantitative, and tactical strategies across various asset classes.

Edward O'Donoghue III is a financial advisor with Capital Analysts, holding a Series 66 designation and 22 years of industry experience. His career includes roles at Lincoln Investment Planning, Inc., Commonwealth Financial Network, Bofa Advisors, LLC, and Columbia Management Advisors, Inc. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, 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 investment management.

Thomas Rutter Jr. is a financial advisor at Exodus Wealth, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prosperity Wealth Management, Inc. and Fortune Financial Services Inc. since 2007, as well as operating Rutter Insurance since 1995. Outside of his advisory work, he teaches Taekwondo in Boyertown, PA. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, providing asset management, financial planning, consulting, and referrals to third-party money managers. The firm emphasizes tailored account supervision, diversified portfolios, and ongoing due diligence, managing several hundred million dollars in discretionary assets.

John Steigerwald is a CFP® certificant with 22 years of industry experience. He has been affiliated with Legacy Advisors, LLC and M HOLDINGS SECURITIES, Inc. since 2012. Outside of his advisory role, he serves as the treasurer for Saint Anthony Youth, a nonprofit organization. Legacy Advisors serves individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors with modular financial planning and portfolio management. The firm customizes advice using fundamental and technical analysis and a diverse mix of investment vehicles while providing ongoing monitoring, rebalancing, and comprehensive planning services.

Michael McAdam is a financial advisor with McAdam LLC in Radnor, PA, holding a Series 66 designation and 25 years of industry experience. He has worked at Madison Avenue Securities, Purshe Kaplan Sterling Investments, and currently at McAdam LLC since 2014. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, managing client portfolios with a diversified approach that includes mutual funds, ETFs, individual securities, and alternative investments.

Jeffrey Donohue is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with Great Valley Advisor Group since 2014 and LPL Financial since 2011. He also sells health, life, disability, and fixed annuities as a sole proprietor. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and ongoing oversight, utilizing both in-house strategies and third-party managers across various platforms.

Thomas Foglia III is a financial advisor at JFS Wealth Advisors, LLC with 26 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Prior to joining JFS Wealth Advisors in 2021, he spent 14 years at Integer Wealth Advisors Group, LLC, and 15 years with TAF Associates, LLC/IWA Group, LLC. JFS Wealth Advisors is a multi-team registered investment adviser that provides wealth management, investment advisory, and financial planning services to individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal governments. The firm uses a client-specific Financial Goal Plan supported by an internal Investment Committee and employs Modern Portfolio Theory to guide portfolio allocations.

Steven Jolley is a financial advisor with Alera Investment Advisors, LLC, holding a Series 66 designation and 15 years of industry experience. His background includes roles at Merrill, Triad Advisors, and Walsh & Nicholson Financial Group. Outside of finance, he serves as a radio color analyst for Red Bull New York and as a matchday evaluator for Major League Soccer, in addition to coaching youth soccer locally. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis driven investment approach and integrates its services with insurance and pension-consulting platforms.

Grant Boyle is a CFP® and Series 65-registered advisor with six years of industry experience. He has been with Kathmere Capital Management, LLC since 2018, following earlier roles at Northwestern Mutual and USLI. Boyle also worked at Germantown Cricket Club and Saint Joseph’s University prior to his financial services career. 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 such as pension plans, endowments, and foundations. The firm employs a top-down, model-portfolio approach primarily utilizing ETFs and no-load mutual funds, while offering discretionary and non-discretionary account management.

John Cisick is a financial advisor at ON Investment Management Company with four years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Burton. Outside of advisory work, he is involved in individual life insurance and group benefits sales through various companies. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary investment programs, often through a dual-registration model involving broker-dealer activities.

Erik Lindholm is a financial advisor with Independence Square Holdings, LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including roles at Ameriprise Financial Services and LPL Financial. Lindholm provides investment advisory services through Independence Square Holdings, an independent firm he has been with since 2019. Independence Square Holdings serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, and ERISA advisory services. The firm combines customized and model portfolios with third-party solutions and emphasizes digital platforms and alternative investment options.

George Lex is a financial advisor with Quartz Partners Investment Management and holds the ChFC® designation and Series 63 license. He has 30 years of industry experience and has worked at firms including Etico Partners, LLC, Etico Wealth Management LLC, Dinosaur Securities, and McGinn, Smith & Co., Inc. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm’s investment approach combines top-down macro analysis with bottom-up stock selection across distinct model series, monitored and rebalanced by an investment committee.