Eleanor Cicchitti is a financial advisor with Ausdal Financial Partners, Inc. in Strafford, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ausdal since 2009 and has also worked as a self-employed advisor and with various insurance carriers since the late 1990s. Cicchitti is involved in outside insurance sales, including long-term care and equity indexed annuities, on a commission basis. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base, including individuals, trusts, corporations, pension plans, and charitable organizations.

Dante Wright is a Series 65-licensed financial advisor at McAdam LLC with three years of industry experience. He has been affiliated with McAdam LLC and its associated brands Cornerstone Capital Planning and RetireUS since 2021 and previously worked at Roche Financial. His background also includes roles in academia and hospitality. McAdam LLC serves a diverse client base including individuals, trusts, estates, and institutions, offering financial planning, investment management, and retirement plan consulting. The firm employs a range of investment strategies, from traditional securities to specialized exposures, and provides innovative products such as a tiered weekly subscription planning service and estate-document creation.

William Fitzpatrick is a CFA® charterholder with seven years of industry experience. He has been with Logan Capital Management, Inc. since 2019 and previously worked at Manulife from 2011 to 2019. Logan Capital Management is an SEC-registered investment adviser managing approximately $3.1 billion in assets with a 16-advisor team serving around 1,800 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and sub-advisory services, utilizing a combination of top-down macroeconomic analysis and fundamental and technical approaches across various equity and fixed-income strategies.

Mark Gernerd is a CFP® with 10 years of industry experience currently serving at Modera Wealth Management, LLC. His prior roles include positions at THE Vanguard Group, Inc., Companyvoice, Fortis Wealth, and Morgan Stanley. Modera Wealth Management, LLC provides comprehensive wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy grounded in Modern Portfolio Theory and offers integrated accounting, tax services, and business coaching alongside investment management.

Clare Diamond is a CFP® with 13 years of industry experience and is currently with Kathmere Capital Management, LLC, where she has worked since 2019. Her prior roles include positions at Private Advisor Group, LLC, LPL Financial, and Janney Montgomery Scott, LLC. She holds Series 63 and Series 66 licenses and engages in fixed insurance activities related to client needs. Kathmere Capital Management, LLC offers 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 utilizes a top-down, model-portfolio approach with an Investment Department and Committee overseeing asset allocation, employing primarily ETFs and no-load mutual funds alongside individual securities and private fund allocations.

Christopher Hines is a CFA® charterholder with 9 years of industry experience. He has been with HBKS Wealth Advisors since 2017 and previously worked at Locust Capital Management from 2016 to 2017. Hines holds a Series 63 license and is based in Conshohocken, PA. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and a specialized high-net-worth service called Level 3. The firm employs a broad range of strategies across multiple platforms and provides educational materials, affiliated business services, and sub-advisory support to third-party advisers.

Cody Diamore is a financial advisor at McAdam LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Madison Avenue Securities and Purshe Kaplan Sterling Investments prior to his current role. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses fundamental analysis to manage portfolios across mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial-planning model along with access to alternative and specialized investment strategies.

Michael D'avella is a financial advisor at Tucker Asset Management LLC with 21 years of industry experience. He holds a Series 63 designation and has been with Tucker Asset Management since 2015. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, retirement plan advisory, and consulting services. The firm employs a top-down, macroeconomic asset-allocation process and integrates a range of strategies including growth, fixed income, direct indexing, and alternative investments.

Angel Sotomayor Jr. is a financial advisor with Creative Financial Designs, Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior work includes roles at Geneos Wealth Management Inc, The Life Financial Group Inc, and Parsonex Advisory Services, among others. Outside of advising, he is involved in teaching and counseling at Life Institute. Creative Financial Designs serves individual, corporate, and institutional clients with investment management and financial planning services. The firm uses asset-class model allocations with various risk objectives and offers unique features such as Biblically Responsible Investing strategies and flexible billing options.

Lauren Doolan is a Certified Financial Planner® with 13 years of industry experience. She is currently a financial advisor at McAdam LLC, where she has worked since 2014, and previously held a role at Purshe Kaplan Sterling Investments. Doolan also operates Doolan Financial, an LLC she created for marketing and advertising purposes. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses fundamental analysis to construct portfolios with a range of investment vehicles and offers a tiered weekly financial-planning subscription alongside alternative and specialized strategies.

Dustin Dowling is a financial advisor at Ethos Financial Group, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Almanack Investment Partners, Dominion Investor Services, Inc., and Peters Wealth Advisors, LLC. In addition to his advisory role, he is licensed as an insurance agent and sells various insurance products including life and long-term care insurance. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering both discretionary and non-discretionary investment management along with financial and estate planning. The firm utilizes index-based, diversified model portfolios supplemented by third-party research and AI tools for operational support.

Dylan Welsh is a financial advisor at Girard Advisory Services, LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at eMONEY ADVISOR, Univest Bank & Trust Co., and TD Bank. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation, diversification, and portfolio customization through a proprietary research process and an Investment Committee, offering a variety of strategies including traditional equities, fixed income, and alternative approaches such as tax-managed direct indexing and options overlays.

Edward Munch is a financial advisor with Nations Financial Group, Inc. in Wayne, PA, holding a Series 66 designation and 10 years of industry experience. He worked at Wells Fargo Advisors from 2015 to 2019 before joining Nations Financial Group in 2019. Outside of his advisory role, he is also an employee at McClockey Financial Group, where he engages in research, client reporting, order entry, and technology support. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a range of proprietary model portfolios and offers tailored investment strategies combining discretionary and non-discretionary management options.

Renee Bowen is a financial advisor at Girard Advisory Services, LLC with eight years of industry experience. She has been with Girard Partners, Ltd since 2017 and worked as a consultant from 2016 to 2017. Bowen holds a Series 65 designation. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs a proprietary research process and an Investment Committee to guide portfolio construction, offering a range of strategies including tax-managed indexing and options overlays, while maintaining affiliated relationships that enable recommendations across banking, trust, brokerage, and insurance services.

Stephen Bach is a CFP® professional with 25 years of experience in financial advising, currently affiliated with Capital Analysts. He has been with Lincoln Investment Planning, Inc. since 2001. Outside of his advisory role, he serves as Treasurer and a board member on the finance committee of Grace Bible Fellowship Church in Wallingford, PA. Capital Analysts provides investment management and advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management through proprietary investment models and third-party managers, supported by institutional relationships and a nationwide network of independent advisors.

Jennifer Rosen is a financial advisor at Logan Capital Management, Inc. with 12 years of industry experience. She holds a Series 65 designation and has been with Logan Capital Management since 2012. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for a diverse client base, including high-net-worth individuals, retirement plans, and institutional investors. The firm employs a combination of macroeconomic analysis, proprietary quantitative screens, fundamental research, and technical analysis across various equity and fixed-income strategies.

David Forrest is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Simplicity Wealth and Evergreen Retirement Solutions. Forrest is also the founder and CEO of Doctor Protectors, LLC, a firm providing insurance solutions and advice to physicians, dentists, and affluent individuals. Additionally, he serves as a board member for the Walnut Farms Homeowners Association. Simplicity Wealth serves a broad client base including individuals, high-net-worth investors, retirement plans, and institutional investors. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios that are monitored and rebalanced regularly, as well as technology and operational services for other advisors.

David Mcgonigle is a financial advisor at Copeland Capital Management, LLC with 24 years of industry experience. He holds the Series 63 designation and has worked at Managers Distributors, Inc. since 2001 and Rorer Asset Management, LLC from 1999 to 2009. Copeland Capital Management is an SEC-registered investment adviser managing discretionary portfolios for a diverse client base that includes individuals, pension plans, trusts, charitable organizations, corporations, and government entities. The firm employs a conservative, disciplined dividend-growth investment philosophy across various market-cap strategies and international sleeves, managing over $4 billion in discretionary assets alongside a substantial model portfolio business.

Joseph Radico is a financial advisor at McAdam LLC with five years of industry experience. He holds a Series 65 designation and has worked at McAdam since 2020. Prior to his advisory role, Mr. Radico held positions at Comcast National Call Center, Springfield Country Club Golf Course, Temple University, and Springfield High School. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios across a multi-advisor platform and offers a tiered weekly financial-planning subscription alongside access to alternative and specialized investment strategies.

Bernard Comber Jr. is a financial advisor at Capital Analysts with over 33 years of industry experience. He holds a Series 63 designation and has been associated with Capital Analysts since 2003. In addition to his advisory role, he owns and operates a certified public accounting practice. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering customized portfolio management through a combination of in-house and third-party investment resources.