Richard Catanese is a financial advisor at Independence Square Holdings, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Private Advisor Group, LPL Financial, and Wells Fargo Clearing. Independence Square Holdings serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, and pension consulting. The firm operates as a multi-team adviser utilizing customized and model portfolios alongside third-party solutions, and it offers access to alternative investments and digital platform services.

Angela Yang is a CFA® charterholder with two years of industry experience. She is currently with Girard Advisory Services, LLC and has prior experience at Univest Bank, TD Bank, and Firstrust Bank. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, retirement plan consulting, and related services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both individual clients and plan sponsors, emphasizing asset allocation, diversification, and tailored portfolios through a proprietary research process and specialized strategies.

Francis Haas Jr. is a financial advisor with Jacobi Capital Management, LLC, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at LPL Financial, Renaissance Investment Consultants Holding Company, and Williams Financial Group. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients. The firm uses a proprietary investment process combining fundamental analysis with a multi-disciplinary “fusion analysis” framework, providing individualized investment playbooks and portfolios constructed with a range of strategies including margin, short sales, options, ETFs, and third-party model allocations.

Thomas McManus is a CFP® professional with 35 years of experience in the financial industry. He has been with Lincoln Investment Planning, Inc. since 1991 and also serves in the United States Navy, Naval International. Outside of his advisory role, he is a member of Axeon Development, LLC, a real estate development company. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice delivered through a nationwide network of independent advisors and in-house investment management.

Gregory Bender is a financial advisor at Capital Analysts with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Investment Planning and Valley Forge Asset Management. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice, delivering investment management through both discretionary and non-discretionary approaches supported by an in-house research team.

Anthony Chirchirillo is a CFP® with 25 years of industry experience, currently serving as a financial advisor at McAdam LLC since 2014. Prior to that, he worked at Purshe Kaplan Sterling Investments for 10 years and briefly at Madison Avenue Securities. He is also involved with FishTown1223, LLC, a rental property business. McAdam LLC advises 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 on a discretionary basis with a diverse range of traditional and specialized investment options.

Lisa Broome is a CFP® with 18 years of industry experience and is currently with BLBB Advisors in Montgomeryville, PA. She has been involved with GoalQuesTe, LLC since 2014. BLBB Advisors serves individuals, trusts, corporations, business owners, pension plans, and non-profit organizations, managing approximately $3.25 billion in client assets. The firm emphasizes asset allocation with risk-based investment objectives and offers various strategies, including a Global Macro ETF approach and an equity covered-call overlay for income generation.

Charles Mcnamara III is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior career includes sixteen years at The Prudential Insurance Company of America and associated entities. Mcnamara also operates Employee Benefit Partner, LLC, which offers non-variable insurance services. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.

Benjamin Fair is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2008. Capital Analysts serves retail and institutional clients, including high-net-worth investors, trusts, foundations, businesses, 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 firm-managed programs.

John Lawton is a financial advisor at BLBB Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BLBB Advisors since 2006, following a prior role at Burke, Lawton, Brewer & Burke. His outside activities include serving as Chair of the Endowment Committee at the Presbyterian Church of Chestnut Hill and holding multiple trustee and finance roles at Williamson College of Trades and Camp Tecumseh. BLBB Advisors provides investment management and financial planning services to individuals, trusts, corporations, business owners, pension plans, and non-profit organizations, managing approximately $3.25 billion in client assets. The firm emphasizes asset allocation through multiple risk-based investment objectives and employs a range of strategies including individualized portfolios, Global Macro ETF strategies, and an equity covered-call overlay option.

Ralph Cetrulo III is a financial advisor at Sage Financial Group Inc. with 26 years of industry experience. He holds the Series 66 designation and has been associated with Stephano Slack, LLC since 2014. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors by providing investment management and financial planning, including family office services. The firm emphasizes fundamental analysis and long-term investment strategies, and it is notable for advising affiliated private pooled real-estate funds and offering estate-planning services in partnership with a law firm.

Cynthia Miller is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Capital Analysts. She has worked with Lincoln Investment Planning since 2011 and joined Capital Analysts in 2018. In 2007, she briefly acted as a captive agent for Genworth Financial in long-term care insurance sales. Capital Analysts provides portfolio management and retirement-plan advice to a diverse client base, including individual investors, trusts, foundations, and institutions. The firm offers both discretionary and non-discretionary investment management through its in-house team and third-party managers, utilizing a proprietary mutual-fund screening process called CAPSL.

Michael Litz is a financial advisor at Girard Advisory Services, LLC with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 registrations. Prior to joining Girard, he worked at The Vanguard Group for 13 years and Equitable Advisors for one year. He serves as treasurer for Haverford Youth Wrestling, a nonprofit organization. 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, using a proprietary research process and an Investment Committee to tailor portfolios through various equity and fixed income strategies, including specialized approaches managed by Independent Advisors.

James Fives is a financial advisor at Zacks Investment Management, Inc. with four years of industry experience. He holds the Series 66 designation and has worked at LBMZ Securities, Inc., Orion Portfolio Solutions, and Brinker Capital. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, managing mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across a broad range of strategies and offers services through wrap-fee and unified managed account programs.

Clayton Parrett is a financial advisor at Miller Investment Management, LP with 10 years of industry experience. He holds a Series 65 designation and has been with Miller Investment Management since 2015. Outside of his advisory role, he serves as a general partner and director in several non-investment-related businesses, including a banking consulting firm, insurance industry software companies, a fast casual restaurant business, and a music production and publishing company. Miller Investment Management provides advisory and supervisory services to individuals, pension plans, foundations, endowments, trusts, business entities, and private pooled vehicles. The firm employs a combination of fundamental and technical analysis in managing client portfolios, offers retirement plan consulting, and acts as general partner and sponsor for multiple private funds investing across public securities, private equity, and real estate.

Andrew Brown is a CFP® professional with 16 years of industry experience, currently serving at Sage Financial Group Inc. since 2010. He holds a Series 65 license and is based in West Conshohocken, PA. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors through discretionary and non-discretionary investment management and financial planning. The firm emphasizes fundamental analysis and long-term investment strategies, offers family office services, and acts as adviser to affiliated private pooled real-estate funds, including a Qualified Opportunity Fund.

John Santini is a senior advisor at Ethos Financial Group, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Innovation Partners LLC, Bank of America, Merrill, and Mass Mutual Investors Services. In addition to his advisory role, he is involved in insurance brokerage focusing on individual life, property casualty, and group health insurance. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering investment management and financial planning services. The firm uses model portfolios with diversified, risk-conscious allocations and incorporates third-party research, with some advisors also licensed to implement commission-based products.

Sean Morrissey is a CFP® with 15 years of industry experience. He is a financial advisor at McAdam LLC and has also worked at Madison Avenue Securities and Purshe Kaplan Sterling Investments. Morrissey is based in Radnor, PA. 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 mutual funds, ETFs, independent managers, and individual securities, offering a tiered weekly financial-planning subscription and access to alternative and specialized investment strategies.

Robert Cellucci is a CFP® credentialed financial advisor with 26 years of industry experience, currently with Wedbush Securities Inc. He has previously worked at B. Riley Wealth Advisors, Stifel Nicolaus & Co, Janney Montgomery Scott, and Ameriprise Advisor Services. Outside of his advisory role, he is associated with MJB Wealth Management Group, a marketing name for Wedbush Securities. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of portfolio management and clearing services across various asset classes.

Timothy Chubb Jr. is a Series 65-licensed advisor with Girard Advisory Services, LLC, bringing 13 years of industry experience. He has been with the Girard organization since 2012, including a role at Girard Pension Services, LLC since 2019. 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 focuses on asset allocation, diversification, and customized portfolios using a proprietary research process, offering a range of strategies and access to affiliated and independent advisors within a corporate structure tied to Univest Financial Corporation.