Daniel Morse is a financial advisor with Independence Square Holdings, LLC in King of Prussia, PA, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior experience includes roles at Private Advisor Group, LLC and LPL Financial, LLC. Outside of advisory work, he is involved in various insurance-related business activities, including life, disability, and long-term care insurance. Independence Square Holdings, LLC is a multi-team firm serving a diverse client base with independent investment advisory services.

Timothy Seeger is a financial advisor with Concurrent Investment Advisors, LLC in Radnor, PA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at UBS Financial Services for 11 years. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using customized portfolios of ETFs, mutual funds, individual securities, and alternative investments, serving over 10,000 clients with approximately $9.9 billion in assets under management.

Christopher Freddo is a financial advisor at Bryn Mawr Trust Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at PNC Financial Services Group and various entities affiliated with BB&T and Truist. Outside of his advisory role, he serves on the board and investment committee of the Comprehensive Learning Center, a school providing education and life skills to individuals with autism. Bryn Mawr Trust Advisors offers financial planning, consulting, and investment management services to a broad client base including individuals, trusts, retirement plans, and corporations. The firm employs customized investment policies and diversified portfolios using a mix of independent managers, mutual funds, ETFs, and private fund platforms, and maintains co-advisory relationships with WSFS Bank and other institutions.

Robert Botel is a financial advisor at Prospera Financial Services, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Prospera since 2006. Outside of his advisory work, he serves as trustee, power of attorney, and executor for two family trusts without compensation. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer that serves individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across 207 advisors and offers a range of investment advisory and financial planning services through various platforms and customizable portfolio strategies.

Stephen Schultz is a financial advisor at Capital Analysts with 12 years of industry experience. He holds the Series 66 designation and has worked at Lincoln Investment Planning since 2014 and at Capital Analysts since 2023. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm’s investment approach combines discretionary and non-discretionary portfolio management with custom portfolios and access to third-party managers, supported by an in-house Investment Management & Research team.

Jeffrey Karpel is a financial advisor at Sage Financial Group Inc. with 20 years of industry experience. He holds the Series 65 designation and has been with Sage Financial Group since 2006. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors by offering discretionary and non-discretionary investment management and financial planning. The firm’s investment approach is based on fundamental analysis and a long-term purchase orientation, and it provides family office services including retirement and tax planning, concentrated stock and insurance reviews, and coordination with other professional advisors.

Charles Johnston is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Wescott Financial Advisory Group LLC. His prior experience includes roles at Vanguard Advisers, Inc. and New York Life Insurance. Johnston is a board member of the Ardmore Business Association, where he participates in hosting and planning community events and promoting local businesses. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to clients including high-net-worth individuals, families, trusts, and corporations. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies with a tax-sensitive, disciplined process tailored through individualized Investment Policy Statements.

Alexander Nikpour is a CFP® with 10 years of industry experience, currently serving at Ethos Financial Group, LLC since 2022. He previously worked at Almanack Investment Partners and Wells Fargo Clearing. Outside of his advisory role, he serves as chair of the advisory board for Limelight Intelligence, Inc. and is a member of the advisory board for a golf simulator community, contributing to marketing and financial strategy. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations with discretionary and non-discretionary investment management, financial planning, estate planning, and related consulting. The firm uses model portfolios focused on diversified, risk-conscious allocations and supplements its process with third-party research and tax-overlay management.

Nolan Lenaghan is a Series 65-licensed financial advisor at Elm Wealth with one year of industry experience. His prior roles include positions at DaFonte Pro Training, Ossining, Oppenheimer and Co., and DeCicco and Sons. He attended Lafayette College and Cornell University from 2020 to 2024. Elm Wealth manages over $3 billion in discretionary assets and serves a diverse client base, including individual investors, pooled investment vehicles, private offshore funds, and an exchange-traded fund. The firm employs a rules-based, dynamic asset-allocation strategy utilizing low-cost mutual funds and ETFs, offering a range of investment vehicles and personalized planning services.

Dennis Maguire Jr. is a financial advisor at Simplicity Wealth with 22 years of industry experience and holds the Series 66 designation. He has worked at Cetera and Mid-Atlantic Wealth Advisory, where he is also a principal. Maguire serves as president and CEO of KKH Capital Inc. and is a board member at The Hill School, participating in strategic decisions on operations and enrollment. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs and mutual funds, offers model portfolios monitored and rebalanced regularly, and combines advisory services with technology and operational support for other advisers through its managed account platform.

Coby Schwartz is a financial advisor at Copeland Capital Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Janney Montgomery Scott and Northern Lights Distributors. Copeland Capital Management is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, trusts, and municipalities. The firm manages discretionary portfolios employing a conservative dividend-growth investment philosophy across various market-cap and international strategies, and oversees over $4 billion in discretionary assets along with significant model portfolio advisory services.

John Einspanier is a CFP® and Series 66 licensed financial advisor with 10 years of industry experience. He has been with Legacy Advisors, LLC since 2020 and previously worked at Oakwood Capital Management LLC, Northwestern Mutual Wealth Management Company, and TD Ameritrade. Legacy Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm offers modular financial planning and portfolio management, tailoring advice and portfolios to client objectives using a mix of mutual funds, ETFs, independent managers, and other strategies.

Michael Mccall is a financial advisor at Wedbush Securities Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Raymond James & Associates. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered investment advisory services. The firm provides a range of managed account solutions and combines broker-dealer, capital markets, custody, and prime services, including commodities and derivatives activities.

Emma Tranfalia is a financial advisor at McAdam LLC with five years of industry experience. She holds a Series 65 credential and has been with McAdam since 2020. Her prior work includes roles at Young Citizens, the John Heinz History Center, and various ventures outside the financial sector. 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 to tailor portfolios using fundamental analysis and integrates specialized investment exposures such as direct indexing and private funds.

Michael Fothergill is a financial advisor at Elm Wealth with six years of industry experience. He holds a Series 65 designation and has worked at Elm Partners Management, LLC since 2019, following two years at SS&C Eze. Prior to his advisory career, he was affiliated with Connecticut College for four years. Elm Wealth manages approximately $3.02 billion in discretionary assets and serves a diverse client base including pooled investment vehicles, an exchange-traded fund, private and offshore funds, as well as individual and high-net-worth investors. The firm uses a rules-based, dynamic asset-allocation process across various investment vehicles and offers portfolio management alongside planning services.

Geoffrey Forcino is a financial advisor at Kathmere Capital Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Private Advisor Group, LLC, and LPL Financial. Outside of his advisory role, he is involved in providing fixed insurance solutions and serves as president of his own S-Corp. Kathmere Capital Management offers 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 utilizes a top-down, model-portfolio approach primarily employing ETFs and no-load mutual funds, with additional allocations to individual securities, structured notes, and private funds when appropriate.

Shane Johnson is a financial advisor at M Holdings Securities, Inc. with 17 years of industry experience. He holds a ChFC® designation and a Series 63 license. Since 2011, he has been affiliated with Perspective Financial Group LLC and M Holdings Securities, Inc. He serves as a director of the Philadelphia Estate Planning Council, contributing to educational programming and member recruitment. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual, corporate, and retirement plan clients through a nationwide network of independent firms. The firm offers a range of advisory services including investment management, retirement plan consulting, and sub-advisory services, utilizing multiple sponsored platforms and third-party custodians.

Oshaka Pinto is a financial advisor at McAdam LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at McAdam LLC since 2017, with a prior role at Purshe Kaplan Sterling Investments in 2017. Pinto’s background also includes a position at St. Joseph's University. McAdam LLC provides financial planning, investment management, and retirement plan consulting for individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm offers discretionary portfolio management with diversified asset allocation, incorporates specialized investment exposures, and provides technology-supported reporting and planning services.

David Navarro is a CFA® charterholder with 22 years of industry experience. He is currently with Bryn Mawr Trust Advisors, LLC, where he has worked since 2024. Prior to this, he held roles at West Capital Management, HD Vest, and other financial services firms. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, endowments, foundations, corporations, and other entities. The firm offers customized investment solutions using a range of vehicles, including Independent Managers, mutual funds, ETFs, and private fund platforms, and serves as a sub-adviser to WSFS Bank’s Wealth division and other advisers.

Patrick South is a financial advisor with Arax Advisory Partners and holds a Series 66 designation. He has 22 years of industry experience and has been a Managing Director and owner of SRS Investment Services, LLC since 2012, a partnership through which he collectively manages advisory efforts. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets with more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning and portfolio management, and utilizes both internal and external investment approaches with some performance-based fee arrangements.