Thomas Mc Crea is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Great Valley Advisor Group, he has worked at Good Life Advisors, LLC, LPL Financial LLC, and United Parcel Service. Great Valley Advisor Group is a multi-team SEC-registered 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, using a combination of in-house strategies and third-party managers across various platforms.

Patrick Melvin is a CFP® professional at Grimes & Company with 16 years of industry experience. His prior roles include positions at Brighton Jones, The Vanguard Group, Modera Wealth Management, and Equity Services, Inc. He holds Series 63 and Series 65 licenses. Grimes & Company provides discretionary portfolio management and financial planning services to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm uses proprietary research and portfolio-management systems to create customized investment strategies across various securities and funds, and it also serves other investment advisers and offers trustee services through an affiliated trust entity.

Christin Hinckle is a financial advisor at Wedbush Securities Inc. with 10 years of industry experience. She holds the Series 66 designation and has held positions at firms including B. Riley Wealth Management and Merrill. Outside of finance, she works part-time as a sales associate at an Urban Outfitters store in Philadelphia. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm delivers portfolio management tailored to client objectives and risk tolerances, along with custodial, clearing, and prime services.

Jason Lipka is a financial advisor at Kathmere Capital Management, LLC with 25 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Principal Securities Inc, Principal Life Insurance Company, and Vanguard Advisers. Lipka holds Series 63, 65, and 66 credentials. Kathmere Capital Management provides investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, 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.

Joseph Cafiso is a ChFC® credentialed financial advisor with 37 years of industry experience. He has been with The O.N. Equity Sales Company since 2003. Outside of his advisory role, he is involved as a co-captain of Jewel Charters LLC, offering inshore and offshore fishing trips. He works with ON Investment Management Company, a registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm utilizes a mix of discretionary and non-discretionary management and operates under a dual-registered broker-dealer model.

Michael Halvorsen is a CFP® professional with 10 years of industry experience, currently serving at Summit Financial, LLC since 2020. Prior to that, he spent 22 years with Asset Planning Services, Ltd. He owns MRK Wealth Advisors, LLC, through which he offers tax preparation services by a licensed CPA, a service requested by some clients. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers investment advisory, portfolio management, financial planning, and retirement plan advisory services through a combination of discretionary and consultative programs.

Christopher Coolidge is a CFA® charterholder with five years of industry experience. He has worked at Brookwood Investment Group since 2023 and previously held roles at Clearview Portfolio Consulting, Ambassador Advisors, Bluestone Capital Management, Oceansquare Asset Management, BPU Investment Management, and Solenture Advisors. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a combination of passive, active, tactical, and blended strategies, and offers both discretionary and non-discretionary management while maintaining multiple affiliated businesses and platform relationships.

John Delp is a financial advisor with Independence Square Holdings, LLC and holds Series 63 and Series 65 credentials. He has 30 years of industry experience, including prior roles at Private Advisor Group, LLC, LPL Financial, and Wells Fargo Clearing. Independence Square Holdings serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, and ERISA advisory services. The firm offers customized portfolios, model solutions, and access to third-party managers, utilizing digital platforms and a broad range of investment instruments.

James Gonnason is a financial advisor with Ethos Financial Group, LLC, holding the ChFC® designation and Series 63 license. He has 12 years of industry experience, including roles at Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, Inc. Outside of advisory work, he is involved in life insurance brokerage through his agency, 1847 Financial. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, providing investment management, financial planning, estate planning, and insurance consulting. The firm employs a model portfolio approach with diversified, risk-conscious allocations and supplements its process with third-party research and optional tax overlay management.

Shane Sweigart is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at McAdam LLC. He has held roles at Madison Avenue Securities, Purshe Kaplan Sterling Investments, and operates Sweigart Financial LLC. Outside of his advisory work, he is a 50% partner in a holding company unrelated to investments. McAdam LLC is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct tailored portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a tiered financial-planning subscription alongside alternative investment strategies.

Joseph Gallagher is a CFA® charterholder with nine years of industry experience. He has been with Sage Financial Group Inc. since 2017 and previously worked at J.P. Morgan in various capacities from 2010 to 2017. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors by providing 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, implementing client strategies through mutual funds, ETFs, exchange-traded notes, and independent managers where suitable.

Peter Conte is a financial advisor with Girard Advisory Services, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at Univest Bank and Trust Co. since 1989, serving as a Trust Investment Officer. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, and business entities. The firm emphasizes asset allocation, diversification, and tailored portfolios through a proprietary research process, and is a wholly owned subsidiary of Univest Bank and Trust Co., offering integrated banking, trust, brokerage, and insurance services.

Donald Antonacio is a financial advisor at BCG Securities, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BCG Securities since 2003. BCG Securities serves institutional retirement plans and individual clients, providing portfolio management, financial planning, pension consulting, and wealth management services. The firm focuses on developing or reviewing written investment policy statements and often implements advice on a non-discretionary basis, using third-party managers and various analytical approaches across multiple strategies.

Kevin Crowley is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. He has previously worked at DFPG Investments, LLC, Penn Mutual Life Insurance Company, and Hornor, Townsend & Kent, Inc. Outside of his advisory role, Crowley is involved in operating March FWD LLC, a securities business, and also writes traditional insurance through Fixed Insurance. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base including individuals, corporations, pension plans, and small business owners. The firm employs a tactical diversification investment approach using a mix of internal models and third-party solutions across multiple platforms and offers a broad range of portfolio management and consulting services.

Nicholas Olesen is a CFP® professional with 20 years of industry experience. He has worked at Kathmere Capital Management since 2019 and previously held roles at Private Advisor Group, LLC and LPL Financial. His other business activities include providing fixed insurance solutions for clients. 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 employs a top-down, model-portfolio approach using ETFs and no-load mutual funds, and also manages pooled investment vehicles such as the Kathmere Private Markets Fund 2024 LP.

Charles Porter Jr. is a financial advisor with Summit Financial, LLC, holding a Series 66 designation and 21 years of industry experience. His prior work includes roles at Canon Capital Investment Advisory, PNC Wealth Management, and TD Wealth Management Services. Outside of investment advisory, he is involved in exit planning for business owners through Kaboo Consulting, LLC. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment management, financial planning, and retirement advisory services, blending discretionary and consultative approaches tailored to client needs.

Robin Lane is a CFA® charterholder with 24 years of industry experience. He is currently a principal and marketing manager at Copeland Capital Management, LLC, where he has worked since 2014. His prior roles include positions at Vigilant Distributors, LLC and BNY Mellon Advisors, Inc. Copeland Capital Management is an SEC-registered investment adviser managing discretionary portfolios for a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a conservative dividend-growth investment philosophy using fundamental, quantitative, macro, and technical analysis across various market-cap strategies and manages over $4 billion in discretionary assets.

Thomas Riley is a financial advisor at Legacy Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Legacy Advisors since 2013. Riley also retains a life insurance agent role related to renewal commissions from prior self-employment. Legacy Advisors, LLC manages approximately $4.18 billion in client assets and serves pension and corporate retirement plans, charitable organizations, and both high-net-worth and non-high-net-worth individual investors. The firm provides portfolio management, financial planning, and retirement plan consulting, combining fund, fundamental, and technical analysis with ongoing manager monitoring and offers both discretionary and non-discretionary management services.

Muhammad Sheikh is a financial advisor with Santander Securities LLC in Conshohocken, PA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at JP Morgan Chase and Santander Bank, NA. He is also a licensed notary. Santander Securities LLC serves a broad retail client base, offering investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm provides investment management mainly via the FMAX wrap-fee platform in partnership with Fidelity Institutional Wealth Adviser and Envestnet Asset Management.

Daniel Guy is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Ethos Financial Group, LLC since 2022. Prior to joining Ethos, he worked for six years at Almanack Investment Partners. Outside the financial industry, he manages an online hobby site through TCIS, LLC. 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 combining index-based exposures and offers both discretionary and non-discretionary management, supplemented by third-party research and tax-overlay options.