Gene Levengood is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has previously worked with firms including Raymond James Financial and LPL Financial and operates Good Life Advisors LLC, an independent investment advisory firm. 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, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Brian Welsh is a financial advisor at HBKS Wealth Advisors in Conshohocken, PA, holding a Series 66 designation with 19 years of industry experience. He has worked at HBKS Wealth Advisors since 2017 and previously at Locust Capital Management LLC from 2013 to 2017. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, providing investment management, financial planning, and pension consulting. The firm offers tailored portfolios using a range of strategies and multiple platform arrangements, with services including a dedicated high-net-worth offering branded as Level 3.

Callahan Hanson is a financial advisor at MyCIO Wealth Partners, LLC, holding a Series 65 designation and based in Philadelphia, PA. He joined MyCIO Wealth Partners in 2026 after a one-year tenure at Dodge & Cox Investment Management and has prior experience in education and retail. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, pension plans, and charitable organizations. The firm focuses on non-discretionary portfolio management and offers a range of services including financial planning, retirement consulting, and CIO services, with investments across mutual funds, ETFs, private funds, and alternative assets.

Regan Schumacher is a financial advisor at HBKS Wealth Advisors in Conshohocken, PA, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Janney Montgomery Scott, Bank of America, Merrill, and Wells Fargo. Outside of his advisory work, he is a joint owner of a rental property in Sea Isle City, NJ, where he assists with lease signing and maintenance. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm manages accounts using proprietary model portfolios and multiple platform arrangements, providing a broad range of strategies including fixed income, alternatives, and cryptocurrency exposure.

Kaleb Burns is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His career includes roles at LPL Financial, Citizens Securities, Inc., Santander Securities LLC, and The Hershey Company. Outside of his advisory work, he serves as Chief Compliance Officer at ISQ Capital LLC and manages a consignment event business on a part-time basis. Independence Square Holdings serves individuals, retirement plans, and institutional clients by providing financial planning, portfolio management, pension consulting, and ERISA advisory services. The firm operates as a multi-team adviser with approximately 40 advisors, combining customized portfolios, model portfolios, and third-party solutions, while utilizing digital platforms and alternative investment options to implement client strategies.

Carl Schultz is a financial advisor at Waverly Advisors, LLC with 45 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Waverly Advisors in 2025, he worked at Forefront Wealth Management, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a co-trustee with a family member and holds power of attorney for his father. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, providing both discretionary and non-discretionary portfolio management alongside financial planning and multi-family office services.

Jeffrey Wrabel is a financial advisor at Ethos Financial Group, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Almanack Investment Partners and Tegler McHenry Associates. Outside of his advisory work, he serves as treasurer for the charitable organization Knights of Columbus. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, providing investment management and financial planning through diversified, risk-conscious portfolios that use index-based exposures and various managed accounts. The firm supplements its approach with third-party research, offers tax-overlay management, and supports its advisors with technology while also acting as a sub-advisor to other registered investment advisers.

Ben Sheridan is a financial advisor at Nations Financial Group, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, JPMorgan Securities LLC, and several other firms. Sheridan serves as a board member and treasurer of Squash Dreamers, a nonprofit organization providing youth enrichment programs for refugee girls in Jordan. Nations Financial Group, Inc. offers advisory services to a wide range of clients, including individuals, pension plans, trusts, charitable organizations, and businesses. The firm provides discretionary and non-discretionary portfolio management, pension consulting, and multiple model portfolio options employing various investment strategies and risk profiles.

Brian Ruht is a financial advisor at Santander Securities LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Santander Securities and Santander Bank since 2017, as well as at Citizens Securities, Inc. from 2016 to 2017. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning, primarily serving retail investors through multiple managed account strategies implemented by third-party managers.

Matthew Mcgroarty is a financial advisor with Nations Financial Group, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Nations Financial Group in 2023, he worked at Wells Fargo Advisors from 2015 to 2023. Mcgroarty also owns and operates McGroarty Investment Group, providing investment and advisory services. Nations Financial Group, Inc. offers investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach utilizes proprietary model portfolios alongside outside managers, allowing advisors to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Ryan Shanley is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at LPL Financial, Jacobi Capital Management, Hornor, Townsend & Kent, and Penn Mutual Life Insurance Company. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals—including high-net-worth clients—retirement plans, trusts, and other entities. The firm offers 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.

Robyn Jameson is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Merit Financial Advisors. She has held roles at Purshe Kaplan Sterling Investments and Trinity Financial Partners, among others. Outside of her advisory work, she serves as Treasurer and board member for the nonprofit Intimate Allies and participates in various community and development committees. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors and $23.9 billion in client assets. The firm offers coordinated wealth-management services tailored through a diversified investment approach combining centrally managed sleeves, model allocations, and advisor customization.

Clifford Haugen is a CFA® charterholder and holds a Series 66 license, with 25 years of industry experience. He has been with BLBB Advisors since 2008 and previously worked at Burke, Lawton, Brewer & Burke, LLC. Outside of his advisory role, he serves as a general partner in Haugen Agro, LLLP and is involved as a trustee and finance committee member for Silver Springs/Martin Luther School in Plymouth Meeting, PA. BLBB Advisors manages approximately $3.25 billion in client assets, providing investment management and financial planning to individuals, trusts, corporations, business owners, pension plans, and non-profit organizations. The firm emphasizes asset allocation and offers multiple risk-based investment objectives using a range of investment vehicles, including a firm-supervised Global Macro ETF strategy and an optional equity covered-call overlay.

James Leasure is a CFA® charterholder with six years of experience at Kathmere Capital Management, LLC. Prior to joining Kathmere, he held positions at CBRE, the Penn Museum, and Leslie's, Inc. 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 such as pension plans, endowments, and foundations. The firm employs a top-down, model-portfolio approach primarily using ETFs and mutual funds, supplemented by individual securities and private fund allocations.

Stephen Weaver is a financial advisor with BCG Securities, Inc. holding a Series 66 designation and nine years of industry experience. He has been affiliated with Horace Mann Investors, Inc. and Horace Mann Companies since 2015 and has owned a tax preparation service, WWM Associates, since 2023. BCG Securities, Inc. serves institutional retirement plans and individual clients with accounts generally above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management. The firm emphasizes tailored investment policy statements and utilizes independent third-party managers while providing both retail advice and pension consulting through its affiliations within the Horace Mann corporate group.

Evan Coffey is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 65 credential and one year of industry experience. He previously worked at LPL Financial and has additional experience at Target, Range End Gold Club, Ursinus College, and East Pennsboro Area High School. Great Valley Advisor Group is a multi-team SEC-registered 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 a combination of in-house strategies and third-party managers.

William Bradley III is a ChFC® credentialed financial advisor with 45 years of industry experience. He is currently with Wealthcare Advisory Partners LLC and has previously worked at Financial Advisors of Delaware Valley and Principal Life Insurance Co. He is also active as an insurance agent, providing consulting, sales, and service in fixed life and annuities, long-term care, disability, group, and health insurance. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, offering wealth management, investment management, financial planning, and access to alternative and private placement investments through a goals-based, client-centered planning process supported by proprietary technology.

Christopher Reazor is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Santander Securities and Santander Bank since 2018 and previously held roles at The Prudential Insurance Company of America and Pruco Securities LLC. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party model managers and centralized implementation.

Eric Lanshe is a CFA® charterholder with 26 years of industry experience. He is currently with CW Advisors, LLC and has held previous roles at firms including APW Capital, Inc., CMS Wealth Management, and Merrill. CW Advisors, LLC is a multi-team firm offering investment management, comprehensive wealth management, financial planning, and family office services to a wide range of clients including individuals, trusts, estates, and various business entities. The firm employs a Core-and-Satellite investment approach, combining active, passive, quantitative, and ESG strategies, and operates within a larger corporate group providing additional trust and alternative investment services.

Eleanor Cicchitti is a financial advisor with Ausdal Financial Partners, Inc. in Strafford, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ausdal since 2009 and has also worked as a self-employed advisor and with various insurance carriers since the late 1990s. Cicchitti is involved in outside insurance sales, including long-term care and equity indexed annuities, on a commission basis. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base, including individuals, trusts, corporations, pension plans, and charitable organizations.