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.

Alison Slezak is a financial advisor at CoreCap Advisors with seven years of industry experience. She holds a Series 65 designation and has worked at CoreCap Advisors since 2019, alongside a role at Daniel A. White & Associates where she serves as Director of Marketing and Operations. Her responsibilities at Daniel A. White & Associates include client service meetings related to annuities. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a generally long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income.

James Madden is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at CI RegentAtlantic Private Wealth, RegentAtlantic Capital, LLC, and Hillview Capital Advisors. He serves as a board member for the charitable organization Help Hope Live, participating in board and investment committee meetings. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning with an evidence-based investment framework and offers access to alternative investments and private placement solutions.

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.

Robin Lane is a CFA® charterholder with 24 years of industry experience. He has worked at Copeland Capital Management, LLC since 2014 and also has experience with Vigilant Distributors, LLC and Northern Lights Distributors, LLC. Copeland Capital Management is an SEC-registered investment adviser managing discretionary portfolios for a diverse client base including individuals, pension plans, trusts, and institutional entities. The firm employs a conservative, dividend-growth investment approach using fundamental, quantitative, macro, and technical analysis across various market-cap strategies, managing over $4 billion in discretionary assets and providing model portfolios for an additional $3.7 billion.

Katelyn Erchick is a financial advisor at Simplicity Wealth with a Series 65 designation and three years of industry experience. She previously worked at Brookstone Wealth Advisors and Professional Planning Services. Outside of advisory work, she operates a small business creating and selling design merchandise on Etsy and assists business owners with employee retention credit applications. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering a range of advisory and managed account services with technology solutions for other advisers.

Thomas McGroarty is a financial advisor with Nations Financial Group, Inc., holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He previously worked at Wells Fargo Advisors for eight years before joining Nations Financial Group in 2023. McGroarty is also the owner of McGroarty Investment Group, which offers investment and advisory services. 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 uses proprietary model portfolios combined with outside managers, allowing advisors to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Joshua Coupe is a financial advisor at Kingsview Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Kingsview Asset Management since 2018, following a decade at Edward Jones. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning and portfolio construction with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments and third-party managers.

Michael Mc Dermott is a CFP® with 28 years of industry experience, currently serving at Kathmere Capital Management, LLC since 2019. He previously worked at Private Advisor Group, LLC and LPL Financial, LLC. He is also the author of the book "Financial Advisors are NOT Created Equal." Kathmere Capital Management, LLC provides 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 uses a top-down, model-portfolio approach with an Investment Committee overseeing asset allocation, primarily implementing portfolios through ETFs and no-load mutual funds, while accommodating individual securities and private fund allocations.

Wayman Randolph is a financial advisor with Realta Investment Advisors, Inc., holding Series 65 and Series 63 credentials. He has been with Realta since 2026 and has over 26 years of experience at XGroup Retirement. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm utilizes individualized advice and a range of asset allocation strategies across mutual funds, ETFs, equities, fixed income, and alternative investments.

Richard Buchwald is a CFA® charterholder and holds a Series 65 license, with 24 years of industry experience. He has been with Logan Capital Management, Inc. since 2000. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for a diverse client base, including high-net-worth individuals, retirement plans, insurance companies, and public funds. The firm employs a combination of top-down macroeconomic analysis, proprietary quantitative screens, fundamental research, and technical analysis across various equity and fixed-income strategies.

Peter Hackenbrack is a financial advisor with Diversified, LLC in Wayne, PA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked with several firms, including Rosenzweig & Associates and Minnesota Life. Hackenbrack has also operated as an independent licensed insurance agent focusing on life and fixed annuities. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles, managing approximately $2.79 billion in assets with around 26 advisors. The firm utilizes a comprehensive planning process, multiple investment platforms, and tailored portfolio strategies, including both automated and manual oversight.

Monica Pedano is a financial advisor with Independence Square Holdings, LLC, holding a Series 63 designation and over 32 years of industry experience. Her prior experience includes roles at LPL Financial and Private Advisor Group, LLC. Outside of advisory work, she serves as a varsity golf coach at The Shipley School and is a board member of the Andy Talley Foundation. Independence Square Holdings, LLC offers investment advisory, financial planning, pension consulting, and portfolio management services to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm combines fundamental, quantitative, technical, and modern portfolio theory approaches, providing both discretionary and non-discretionary solutions along with digital tools and access to third-party managers and private investment funds.

Christopher Lundmark is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Ameriprise and Wells Fargo Advisors. Outside of his advisory role, he owns a hunting cabin in Milroy, Pennsylvania. 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 range of investment strategies combining fundamental, quantitative, technical, and modern portfolio theory approaches, and it offers both discretionary and non-discretionary relationships tailored to client objectives.

Steven Cacciutti is a financial advisor at Alden Investment Group with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms, including WSFS Wealth Investments, Commonwealth Financial Network, and Ameriprise. Outside of his advisory work, he has been involved in managing rental properties. Alden Investment Advisors serves individual clients, retirement plans, non-profit entities, and other advisors by providing portfolio management, retirement-plan advisory, and fee-only financial planning services. The firm uses a customized asset allocation approach combining proprietary strategies with third-party managers, delivered primarily through its Alden COVE platform.

Joel Morris is a CFP® professional with 18 years of industry experience. He is currently with Bryn Mawr Trust Advisors, LLC and has previously worked at Lau Associates LLC. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other business entities. The firm utilizes diversified portfolios through independent managers, mutual funds, ETFs, and third-party private fund platforms, and offers ESG strategies and retirement plan fiduciary services.

David Pilaitis is a CFP® with 25 years of industry experience currently at United Capital Financial Advisors. He previously worked at Apexium Financial LP and The Investment Center, Inc. He holds Series 63 and Series 65 licenses. United Capital provides national financial planning and discretionary investment management to a wide range of clients, including individuals, high-net-worth households, retirement plans, and institutional accounts, and offers a platform that supports customization and access to various investment options.

Jordan Norley is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has been affiliated with LPL Financial since 2011 and also leads Independence Square Holdings, LLC, an independent investment advisory firm he founded in 2019. Norley has prior experience with Private Advisor Group, LLC and Cadrew Wealth Management. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

John Satterfield is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Great Valley Advisor Group, LLC and has held roles at Valor Asset Management and Stillwater Capital Advisors, LLC. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing both in-house strategies and third-party managers, with a focus on individualized portfolio construction and ongoing oversight.

John Grimley Jr. is a financial advisor at Independence Square Holdings, LLC with four years of industry experience. He previously worked at BNY Mellon and was a self-employed private investor. Grimley holds Series 63 and Series 65 designations. Independence Square Holdings, LLC serves individuals, retirement plans, corporations, charitable organizations, and government entities by providing investment advisory, financial planning, pension consulting, and portfolio management services. The firm uses a range of investment strategies and combines in-house portfolio management with third-party programs, emphasizing digital platforms and algorithmic tools to tailor solutions to client needs.