Andrew Meehan is a financial advisor with LPL Financial in Croydon, PA, holding Series 63 and Series 65 designations and having 27 years of industry experience. He has been associated with LPL Financial since 2012 and operates Wealthcare Advisory Partners LLC since 2015. Outside of his advisory work, Meehan is active as a musician, performing live and recording music as part of two bands, and he has also been involved in a political campaign as a candidate for the U.S. House of Representatives. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Jonathan Huang is a financial advisor at MyCIO Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at firms including Rede Partners (Americas) LLC, Eden Global Partners, ICONIQ Capital, and Glenmede Trust Company, N.A. Huang also has a background in education and the arts, having been affiliated with the University of Pennsylvania, Pingry School, and The Juilliard School. MyCIO Wealth Partners provides investment advisory and planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm emphasizes non-discretionary portfolio management and offers access to a wide range of investment vehicles, including mutual funds, private investment funds, and alternative investments.

Christopher Morrissey is a financial advisor at McAdam LLC with eight years of industry experience. He holds a Series 65 designation and has previously served in the U.S. Army Judge Advocate General's Corps. Morrissey has been with McAdam LLC since 2018 and was self-employed prior to that. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, managing client accounts on a discretionary basis with a range of investment exposures including mutual funds, ETFs, individual securities, and private investment funds.

Robert Bildner is a financial advisor at McAdam LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at McAdam LLC since 2014 and Purshe Kaplan Sterling Investments since 2015. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, implementing portfolios primarily through fundamental analysis and a range of investment vehicles tailored to client objectives.

Christopher Holland is a CFA® charterholder with 14 years of industry experience. He is currently with Wealthcare Advisory Partners LLC and has previous experience at Wealth Enhancement Advisory Services, Aepg, M Holdings Securities, Inc., and Muntz Financial, LLC. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach supported by proprietary software and evidence-based investment strategies that combine passive and active management.

Kurtis Stroemel is a financial advisor at Realta Investment Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 registrations and has worked with Realta Investment Advisors since 2008. Outside of investment advisory, he serves as president of HR&S Financial Services, LLC, where he oversees insurance sales, and holds several nonprofit treasurer roles, including at the Camden County College Foundation and the Voorhees Township Police Foundation. 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 emphasizes individualized advice through advisor interviews and typically implements diversified portfolios using mutual funds, ETFs, equities, fixed income, and alternatives, with access to multiple management platforms and third-party managers.

Nancy Nawn is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with Facet and has previously worked at firms including CWM, Mitlin Financial, Origin, Watchdog Planning LLC, Mercer Global Advisors, and Merrill. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, using a technology-driven approach that includes model-based asset allocations and proprietary machine-learning algorithms. The firm serves a broad range of households through phone, video, and a web platform, offering comprehensive planning and investment services without percentage-of-assets fees.

William Dulin is a Series 65 licensed advisor with McAdam LLC in Radnor, PA, where he has worked since 2018. He has eight years of industry experience, including a prior role at Berkley Redirect and four years at the University of Hartford. Outside of finance, he serves as an assistant youth lacrosse coach with True Lacrosse. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm employs a multi-team approach with portfolios tailored through fundamental analysis and periodic reviews, incorporating a range of investment vehicles including direct indexing, private funds, and cryptocurrency exposures.

Ryan Soehnel is a financial advisor at myCIO Wealth Partners, LLC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at the Wilmington Country Club and educational positions at the University of Delaware and local schools. myCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management and financial planning, with a focus on recommending and monitoring allocations across a range of investment vehicles.

Andrew Huppman is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes positions at Michael Page and The Vanguard Group. Outside of finance, he works as a dog walker in Prospect Park, PA. Santander Securities LLC provides investment advisory 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 through a managed-account platform, with a notable affiliation to Santander Bank and access to securities-based lending options.

Jawan Mc Allister is a financial advisor at McAdam LLC with seven years of industry experience and holds a Series 65 designation. He has worked at McAdam LLC since 2019 and is involved in coaching as an assistant baseball coach at Anderson Monarchs and St. Joseph's Preparatory School. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages client accounts on a discretionary basis, utilizing a range of investment strategies including mutual funds, ETFs, direct indexing, and private investment funds, and offers distinctive products such as a tiered subscription planning service and AI-monitored advisory tools.

Russell Reinhart is a Certified Financial Planner® with 19 years of industry experience. He has been with Wealthcare Advisory Partners LLC since 2014 and previously worked at LPL Financial and Cambridge Investment Research Advisors. He also serves as Managing Director of Advisor Development at Wealthcare Capital Management, focusing on advisor recruiting and business development. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using proprietary Wealthcare software and combines passive and active investment strategies alongside behavioral and quantitative analysis.

Eric Parnell is a CFA® charterholder with 21 years of industry experience. He is currently an advisor at Great Valley Advisor Group, LLC, where he has worked since 2022. Prior to this, he was with Gerring Capital Partners, LLC for 17 years. Outside of his advisory role, Parnell serves as an Assistant Professor of Business and Economics at Ursinus College, teaching courses in economics, finance, and research methods. Great Valley Advisor Group is a 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 with a focus on individualized portfolio construction and ongoing oversight.

Joseph Langella Jr. is a financial advisor with Logan Capital Management, Inc. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has been with Logan Capital Management since 2015 and has also worked with Quasar Distributors, LLC and Glenmede Funds/Philadelphia International Advisors since 2004. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for a diverse client base, including high-net-worth individuals, institutional clients, and public funds. The firm employs a combination of top-down macroeconomic analysis, proprietary quantitative screening, fundamental research, and technical analysis across various equity and fixed-income strategies.

Devin Musser is a financial advisor at MyCIO Wealth Partners, LLC with two years of industry experience and holds a Series 65 designation. His prior experience includes roles at MyCIO Wealth Partners in different capacities, as well as work at Tommy's Tavern & Tap Restaurant and the University of Delaware. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm emphasizes non-discretionary portfolio management and offers access to a wide range of investment vehicles, including private pooled funds and alternative investments.

Timothy Seiders is an investment adviser representative at The Ascent Group, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including OSAIC, Triad Advisors, and Ameritas Life Insurance Corp. He also owns One Stop Financial Services, a sole proprietorship providing insurance sales and fixed insurance products. The Ascent Group is a registered investment adviser managing approximately $4.93 billion and offers a range of services including discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm serves individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans through a network of advisor representatives and third-party platforms.

William Werner is a CFP® with 16 years of industry experience. He is currently with Mission Wealth Management, LP and has previously worked at firms including The Vanguard Group and Facet Wealth. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients with wealth management, financial planning, and portfolio management. The firm employs customized, long-term strategies utilizing a range of investments and offers services including tax-aware trading, cross-border planning, and ERISA retirement plan fiduciary services.

Nicolette Seilus is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Continuum Advisory, LLC. Her prior experience includes roles at Triad Advisors LLC, The Vanguard Group, and West Virginia University. Outside of her advisory work, she has been involved with Puebla Foods INC/La Madera Bistro. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans with financial planning, consulting, and portfolio management services. The firm offers tailored investment solutions through a network of independent advisors and manages over $1.4 billion in assets.

Thomas Ambrose is a financial advisor with Van Clemens Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at several firms, including Ambrose Wealth Management, Cambridge Investment Research Advisors, and Ameriprise. Outside of advisory services, Ambrose is also an independent insurance agent and engages in business consulting and development. Van Clemens Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm delivers customized portfolio management and comprehensive planning, utilizing both discretionary and non-discretionary approaches with a focus on clients’ objectives, risk tolerance, and time horizon.

Matthew Coburn is a financial advisor at Wealthcare Advisory Partners LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Bloomberg LP and Cadaret, Grant & Co., Inc. Coburn is also the Head of Trading and Analytics at Long Financial Group, where he focuses on trading and research. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, evidence-driven investment approach supported by proprietary software and offers access to alternative and private placement investments.