Michael Giongo is a financial advisor with Mutual Advisors, LLC in Spring City, PA, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. His prior roles include positions at MassMutual, MML Investors Services, Lincoln Financial Advisors Corp, and Geneos Wealth Management. Outside of his advisory work, he owns ERX Wealth, LLC, an insurance agency focused on fixed life, disability, and long-term care products, and serves as an independent sales representative for Merchant Advocate, assisting companies with merchant account reviews. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, managing approximately $9.45 billion across 154 advisors. The firm offers a range of advisory services using both active and passive investment strategies tailored through multiple analytical methods and advanced platforms, and is notable for its scale, institutional reach including sovereign wealth funds, and integrated operational features such as an Outsource Insurance Desk and affiliated broker-dealer.

James Colao is a financial advisor with Girard Advisory Services, LLC and holds the CFP® and Series 66 designations. He has 11 years of industry experience, including roles at The Vanguard Group, Inc., Fidelity, Bank of America, and Merrill prior to joining Girard Advisory Services. Girard Advisory Services, LLC is a fee-only registered investment adviser offering wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm utilizes a proprietary research process and an Investment Committee to tailor portfolios through diversified asset allocation and manages client assets using a range of investment vehicles and specialized strategies, supported by its affiliation with Univest Bank and Trust Co.

Ryan Kraus is a CFA® charterholder with 13 years of industry experience. He currently works at Sage Financial Group Inc. and has previously been employed at Brinker Capital and Lincoln Financial Distributors. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors with investment management and financial planning, including family office services. The firm’s approach is based on fundamental analysis and long-term investment, utilizing a range of vehicles and offering discretionary authority when authorized.

Paul Dellamonica Jr. is a financial advisor with Capital Analysts, holding a Series 66 designation and 10 years of industry experience. He has been with Lincoln Investment since 2016 and also maintains a role as a mechanic in an HVAC business. Capital Analysts serves a diverse client base including retail and institutional investors, offering portfolio management, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management. The firm uses proprietary screening processes for model portfolios and collaborates with institutional partners to support its comprehensive investment services.

Robert Wurster is a financial advisor at Legacy Advisors, LLC with a Series 65 designation and three years of industry experience. He has worked at Legacy Advisors since 2022 and previously held roles at Savant Wealth Management and Domani Wealth. Outside of his advisory work, he serves as Treasurer of the Lancaster Polo Club. Legacy Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm provides modular financial planning, discretionary and non-discretionary portfolio management, and retirement plan consulting, tailoring advice and portfolios to each client’s objectives and risk tolerance.

Brian Hungarter is a CFP® professional with six years of industry experience, currently serving at Girard Advisory Services, LLC since 2019. His prior roles include positions at Keeney Financial Group, Arena Strength & Conditioning, Legacy Advisors, and The Glenmede Trust Company. Girard Advisory Services, LLC is a fee-only registered investment adviser offering wealth management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes a proprietary research process and investment committee to tailor portfolios through diversified asset allocation, serving both high-net-worth individuals and plan sponsors.

James Pelletier is a financial advisor at Wedmont Private Capital with 12 years of industry experience. He holds a Series 66 designation and has worked at Wedmont since 2019, with prior experience at UBS Financial Services and Credit Suisse Securities. Wedmont Private Capital provides financial planning and discretionary investment management to individuals, charitable organizations, corporations, and employee benefit plans. The firm employs a primarily passive investment approach based on modern portfolio theory, using diversified, low-cost index funds, outside managers for tailored mandates, and selective long/short direct indexing strategies for qualified clients.

Timothy Williams is a financial advisor with Merit Financial Advisors in Schwenksville, PA, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at Wealth Enhancement Advisory Services, LPL Financial, Pacific Life Insurance, Jackson National Life, and Ameriprise. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm’s investment approach focuses on long-term, diversified asset allocation with customizable model portfolios overseen by an internal investment team and committee.

Bryan Cooney is a CFP® with 11 years of industry experience, currently serving as a financial advisor at McAdam LLC. He has worked at McAdam since 2014 and previously at Purshe Kaplan Sterling Investments. Cooney holds the Series 66 designation. 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 using mutual funds, ETFs, independent managers, and individual securities, and offers a tiered weekly financial-planning subscription alongside access to alternative and specialized investment strategies.

Carol Mayhart is a financial advisor at Nations Financial Group, Inc. with 20 years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Nations Financial Group in 2019, she worked for Wells Fargo Advisors Financial Network LLC for 10 years. Outside of her advisory role, she serves as a trustee and steering committee member for The Grand Wilmington Delaware, a venue for shows, concerts, and plays. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios alongside outside managers, with strategies tailored to client objectives and risk tolerance.

Joseph Elliott is a CFP®-designated financial advisor with 30 years of industry experience. He is currently with Independence Square Holdings, LLC and ISQ Capital LLC and has previously worked at LPL Financial and Private Advisor Group. Outside of his advisory work, Elliott teaches in Chestertown, MD. Independence Square Holdings operates as a multi-team advisory firm serving individuals—including high-net-worth clients—retirement plans, and institutional clients. The firm offers financial planning, portfolio management, and pension consulting, utilizing a blend of customized and model portfolios alongside third-party solutions, with a notable focus on digital and platform services.

Susan Gillespie is a financial advisor at Mariner Independent with 11 years of industry experience. She holds Series 63 and Series 65 designations and has held positions at firms including Bank of America, Merrill, and The Prudential Insurance Company of America. Gillespie is also involved with Pax Financial Advisors, offering investment services through Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base that includes individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan services with integrated institutional resources.

Michael Piotrowicz is a ChFC® and Series 63 licensed advisor with Legacy Advisors, LLC, bringing 46 years of industry experience. He has been with Legacy Advisors and M HOLDINGS SECURITIES, Inc. since 2006. Outside of his advisory role, he serves on multiple nonprofit boards including The Legacy Foundation, Independence Mission Schools, and The Union League Legacy Foundation. Legacy Advisors, LLC manages approximately $4.18 billion in client assets, serving pension and corporate retirement plans, charitable organizations, and individual investors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and specializes in pension consulting and participant education alongside its routine recommendation and monitoring of other advisers.

Ross Rubin is a financial advisor at AlphaStar Capital Management with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at DST Sherpa LLC, AlphaStar Capital Management, and Belpointe Asset Management. Outside of his advisory role, he owns an insurance agency focused on life, disability, long-term care, employee benefits, and health insurance, and provides consulting services to startups and established businesses. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through model portfolios and third-party technologies, managing approximately $2.5 billion in assets across over 8,400 client relationships.

Brian Platt is a CFP® with 36 years of experience in the financial services industry. He currently works at Independence Square Holdings, LLC and has held prior roles at firms including Private Advisor Group, The Philadelphia Group, LPL Financial, Cetera Wealth Services, Principal Financial Services, and 1717 Capital Management Company. His other business activities include selling and servicing fixed life, health, disability, and long-term care insurance, as well as fixed annuities. Independence Square Holdings (doing business as Independence Square Advisors) serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, and pension consulting. The firm operates as a multi-team adviser, combining customized and model portfolios, third-party solutions, and digital platform services to implement client strategies.

Andrew Quintois is a financial advisor with Summit Wealth Group in Pottstown, PA, holding Series 63 and Series 65 licenses with nine years of industry experience. His prior roles include seven years at SEI Investments Management Corp. and SEI Investments Distribution Co., and earlier positions at Legacy Planning Partners and Northwestern Mutual. Outside of finance, he coaches and referees hockey with USA Hockey. Summit Wealth Group is a multi-team registered investment adviser with 39 advisors managing approximately $2.3 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, offering integrated wealth management services including investment management, financial planning, retirement-plan advisory, family office support, and tax preparation.

Bryan Cogliano is a CFP® professional with 25 years of industry experience, currently serving at Arkadios Wealth Advisors since 2021. His prior roles include positions at Lincoln Financial Advisors, NewSquare Capital, LLC, and New England Securities. Outside of his advisory work, he is involved in several insurance-related business activities, including offering life settlements and managing insurance products such as disability and long-term care insurance. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm creates customized investment plans based on client risk profiles and employs a range of portfolio management strategies, incorporating fundamental, technical, and cyclical investment analysis.

Andrew Omalley is a CFP® professional with 28 years of experience in the financial services industry. He currently serves as an advisor at Independence Square Holdings, LLC and LPL Financial LLC, a position he has held since 2020. His prior experience includes roles at PNC Investments LLC and Morgan Stanley. Omalley acts as a trustee and co-trustee for a family trust, the Sidney Tyler Trust, which has been in existence since 1917. Independence Square Holdings operates as a multi-team advisory firm with approximately 40 advisors, serving individuals, high-net-worth clients, retirement plans, and institutional clients. The firm offers financial planning, portfolio management, and ERISA advisory services, utilizing a blend of customized and model portfolios along with third-party solutions and digital platforms.

Blaise Milanek is a financial advisor with Independence Square Holdings, LLC, holding a Series 66 designation and four years of industry experience. Prior to joining the firm, he spent four years in academic roles at Lehigh University and Conestoga High School. Independence Square Holdings, doing business as Independence Square Advisors, serves individuals including high-net-worth clients, retirement plans, and institutional clients through financial planning, portfolio management, and ERISA advisory services. The firm employs a multi-team approach with approximately 40 advisors, utilizing customized portfolios, model portfolios, and third-party managers, alongside digital platforms and access to alternative investment products.

Jeffrey Sparling is a CFA® charterholder with 15 years of industry experience. He is currently with Index Fund Advisors, Inc. and has previously worked at Principal Financial Group, Mercer, and The Vanguard Group Inc. Index Fund Advisors, Inc. provides discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and other institutions. The firm emphasizes globally diversified, passively managed portfolios constructed from index mutual funds and ETFs, integrating in-house tax services alongside its advisory offerings.