Michael McGuire is a financial advisor at Girard Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Traynor Capital Management and Accelion. Prior to his advisory career, he gained experience in other fields including retail and education. 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 emphasizes asset allocation and diversification through a proprietary research process and offers a range of investment strategies and retirement plan services, supported by its status as a wholly owned subsidiary of Univest Bank and Trust Co.

Waheed Gbadamosi is a financial advisor at Santander Securities LLC with a Series 66 designation and four years of industry experience. His background includes roles at Citizens Securities, Inc., NYLIFE Securities LLC, and Santander Bank, NA. He serves as a Supply Specialist in the United States Army National Guard. Santander Securities LLC provides investment advisory services to a broad retail client base, managing approximately $3.14 billion in regulatory assets across over 10,800 client relationships. The firm offers portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products, utilizing a range of third-party discretionary investment managers and an affiliated banking relationship.

Antonio Betancourt is a CFP® with 33 years of industry experience, currently serving at Ethos Financial Group, LLC since 2023. His prior roles include positions at SagePoint Financial and SII Investments, Inc., among others. Outside of his advisory work, he operates a sole proprietorship focused on insurance products. Ethos Financial Group serves a diverse client base including high-net-worth individuals, trusts, and municipalities, offering investment management and financial planning through diversified, risk-conscious portfolios supplemented by third-party research and AI-assisted operations.

Christopher Colasurdo is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at McAdam LLC. He has worked at Madison Avenue Securities since 2025 and was with Purshe Kaplan Sterling Investments from 2014 to 2024. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages client portfolios on a discretionary basis, utilizing a range of investment vehicles including mutual funds, ETFs, independent managers, and alternative assets, and features offerings such as a tiered subscription planning product and monitored use of artificial intelligence tools.

Adam Soloff is a CFP® with 30 years of experience in the financial services industry. He is currently affiliated with Wealthcare Advisory Partners LLC and has a long tenure at LPL Financial. Soloff is also an author, having published a book titled *Mindful Finance*. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach incorporating patented software and behavioral economics, utilizing both passive and active investment strategies alongside dynamic rebalancing.

Ian Meierdiercks is a financial advisor with StoneX Advisors Inc. and holds Series 63 and Series 65 designations. He has 27 years of industry experience, including over 10 years at StoneX Advisors and 1 year at IM Wealth Partners Investment Advisors LLC. Outside of advisory work, he is involved as a member of a scholarship program LLC supporting children's education. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house private client group. The firm uses a variety of model-based and third-party manager solutions and is part of the broader StoneX Group, which offers integrated clearing, custody, and lending capabilities.

Theodore Piotrowicz is a CFA® charterholder and holds a Series 66 license, with 13 years of industry experience. He has been with Legacy Advisors, LLC since 2012. Outside of his advisory role, he serves on the boards of several charitable foundations, including the Cabot-Kjellerup Foundation and the Abele Family Foundation, where he contributes to governance and funding decisions. Legacy Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm provides modular financial planning, discretionary and non-discretionary portfolio management, retirement plan consulting, and third-party manager oversight, tailoring advice and portfolios to each client’s objectives and risk tolerance.

Sean Duffy is a financial advisor at Copeland Capital Management, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Vigilant Distributors, LLC. Sean was a full-time student for ten years prior to entering the industry. Copeland Capital Management provides discretionary and non-discretionary portfolio management, model-delivery, and sub-advisory services to a diverse client base including individuals, institutions, and pension plans. The firm employs a conservative, dividend-growth oriented investment approach using fundamental, quantitative, macroeconomic, and technical analysis across various market-cap strategies.

Barbara Glover is a CFP® professional with 10 years of experience at JFS Wealth Advisors, LLC, where she has worked since 2015. She is based in Doylestown, PA. JFS Wealth Advisors is a multi-team registered investment adviser that serves individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm provides wealth management, financial planning, and investment advisory services using a Financial Goal Plan and a committee-driven approach based on Modern Portfolio Theory.

Harry Forst is a CFP®-designated financial advisor at Capital Analysts with over 42 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1983. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, corporate clients, trust companies, and third-party advisers. The firm offers discretionary and non-discretionary portfolio management through various programs and emphasizes an in-house investment management team using proprietary screening methods.

Sean Wilson is a financial advisor at Wealthcare Advisory Partners LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at JFS Wealth Advisors, Ascensus, and McAdam LLC. Outside of his advisory roles, he was involved with Crabhouse at Two Mile Landing from 2016 to 2018. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth management, investment management, financial planning, and access to alternative and private placement investments using a goals-based planning approach and evidence-based investment framework.

Timothy Dorazio is a financial advisor at Independence Square Holdings, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including LPL Financial, KeyBank, and PNC Bank. Outside of his advisory work, Dorazio serves as a referee for the USA Hockey League. Independence Square Holdings, LLC provides investment advisory, financial planning, pension consulting, and portfolio management services to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm employs a variety of investment strategies combining fundamental, quantitative, technical, and modern portfolio theory approaches, and offers digital platform access alongside model and customized portfolios.

Matthew Mayer is a CFP® with 13 years of industry experience, currently associated with M Holdings Securities, Inc. and Perspective Financial Group since 2021. He previously worked at Brumbaugh Wealth Management and spent eight years at THE Vanguard Group. Outside of his advisory work, he serves as treasurer for Chester County Young Life, assisting with budgeting and financial reviews. M Holdings Securities, Inc. serves a broad range of clients, including individuals, retirement plans, and charitable organizations, through a nationwide network of independent firms. The firm provides a variety of advisory and brokerage services, including discretionary investment management and retirement plan consulting, supported by a platform that combines portfolio management and third-party sub-advisors.

James Judge IV is a CFA® charterholder with 13 years of industry experience. He has worked at Ethos Financial Group, LLC since 2022 and previously held roles at Almanack Investment Partners and Gadsden. He serves as a volunteer member of an investment committee in Villanova, PA, participating in advisor hiring and investment oversight. Ethos Financial Group provides investment management and financial planning services to individuals, trusts, estates, municipal entities, and charitable organizations. The firm employs a model portfolio approach with diversified, risk-conscious allocations and incorporates third-party research and tax-overlay management in its process.

Kevin Ralph is a CFP® professional with 15 years of experience in the financial advisory industry. He is currently with Wealthcare Advisory Partners LLC and has been with the firm since 2018, following prior experience at LPL Financial starting in 2014. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using patented Wealthcare software and incorporates behavioral economics, quantitative metrics, and both passive and active investment strategies.

Henry Supinski III is an advisor at Wealthcare Capital Management LLC with four years of industry experience. He previously worked at SAP and Mambu Americas Inc and is dually registered with Wealthcare Advisory Partners LLC and Wealthcare Capital Management LLC, splitting his time between the two firms. Wealthcare Capital Management LLC is a multi-team SEC-registered adviser managing approximately $3.93 billion for over 5,600 clients through 33 advisors. The firm serves individual and high-net-worth clients, as well as intermediaries, using a long-term, evidence-based investment approach combined with behavioral economics and proprietary quantitative measures.

David Emery is a CFP® with 22 years of industry experience, currently serving as an advisor at Waverly Advisors, LLC. His prior roles include positions at Planning Capital Management Corp and The Marshall Financial Group, Inc. He also teaches a personal finance course as an adjunct professor at Temple University. Waverly Advisors is a multi-team registered investment adviser that manages portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, serving a broad client base that includes both non-high net worth and high net worth individuals.

Robert Bagonis Jr. is a financial advisor with Ethos Financial Group, LLC, holding a Series 65 license and five years of industry experience. He has been affiliated with Tritium Private Wealth since 2014, where he is a principal involved in estate, business succession, and insurance planning. Outside of financial advising, he is a CFO and owner of Trestle Beer Company LLC, also known as Wrong Crowd Beer Company. Ethos Financial Group serves individuals, trusts, estates, state and municipal entities, and charitable organizations, providing investment management, financial planning, estate planning, and related consulting. The firm uses a model portfolio approach with diversified, risk-conscious strategies implemented through various investment vehicles and supplements its process with third-party research and optional tax-overlay management.

David Hill Jr. is a CFP® and CFA® with 14 years of industry experience. He is currently an advisor at Kathmere Capital Management, LLC and has previously worked at firms including LNW Wealth Management and Miller Investment Management. Kathmere Capital Management provides investment management, financial planning, family office services, and retirement plan consulting to individuals and institutional sponsors. The firm employs a top-down, model-portfolio approach primarily using ETFs and no-load mutual funds, while also managing private fund investments such as the Kathmere Private Markets Fund 2024 LP.

Barbara Wolf is a CFP® with 23 years of experience in the financial services industry and has been with Abacus Wealth Partners since 2009. She holds the Series 65 designation and is based in Ardmore, PA. Outside of her advisory role, she serves as president of The Lerr Corp., a family-owned industrial real estate business. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a wide range of clients, including individuals, families, trusts, and charitable organizations. The firm employs a passive, asset-class-based investment approach and also manages private fund interests such as the Align Impact private fund.