Paul Mcclatchy Jr. is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Bryn Mawr Trust Advisors, LLC. His prior roles include five years at Planning Capital Management and five years at Sterling Investment Advisors Ltd. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other entities. The firm offers customized investment policies and diversified portfolios through a range of investment vehicles, including ESG strategies, and maintains affiliations with WSFS Bank and other trust companies.

Dominick Leuzzi IV is a financial advisor with Alera Investment Advisors, LLC, holding a Series 66 credential and four years of industry experience. His prior roles include positions at The Ascent Group, LLC, Triad Advisors, and Ameritas Advisory Services. Outside of his advisory work, he is a co-founder of Tea Shirt Company, LLC, a non-investment-related business. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis driven investment approach and integrates insurance and pension consulting platforms into its services.

Sean Becker is a financial advisor with NWF Advisory Services Inc and holds a Series 66 credential. He has 17 years of industry experience, with previous roles at Cadaret, Grant & Co., Inc., The Ameriflex Group, Inc., and OSAIC. Becker also serves as president of Becker Wealth Management, where he provides wealth management, financial planning, and investment advisory services. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients with a technology-driven, open-architecture platform offering portfolio management, financial planning, and retirement plan consulting services.

Jason Forsythe is a financial advisor with Wealthcare Advisory Partners LLC in West Chester, PA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Wealthcare Advisory Partners since 2018 and has a concurrent affiliation with LPL Financial beginning in 2013. Forsythe is also an agent at Miller's Insurance Agency, focusing on life, disability, and long-term care insurance. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based planning process supported by proprietary software and combines behavioral economics with quantitative and fundamental analysis to construct diversified, long-term investment portfolios.

Patrick Chirchirillo is a financial advisor at McAdam LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at McAdam LLC since 2014, with prior experience at Purshe Kaplan Sterling Investments and Madison Avenue Securities. McAdam LLC is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial-planning service alongside access to alternative and specialized investment strategies.

Joseph Parsons is a CFP® professional with 47 years of experience in financial advising. He is currently with Wealthcare Advisory Partners LLC, joining the firm in 2026, and previously worked at IAM Advisory LLC, Royal Alliance Associates, Investment Advisors Asset Management, and IAC Advisory Services. Wealthcare Advisory Partners LLC offers a range of 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 combines quantitative metrics with fundamental, technical, and behavioral analysis, implementing both passive and active investment strategies.

Michael Mcconahy is a financial advisor with Ethos Financial Group, LLC, holding a Series 66 designation and 17 years of industry experience. Prior to joining Ethos in 2022, he worked at Almanack Investment Partners and MerCap Securities, LLC. Outside of his advisory role, he serves as a board member and treasurer for a nonprofit coffee shop supporting disadvantaged youth and is a 50% owner of an insurance agency. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, providing investment management, financial planning, estate planning, and insurance consulting. The firm uses diversified, risk-conscious model portfolios and combines index-based exposures, supplementing its process with third-party research and AI tools for operational support.

Cody Richmond is a CFP® and Series 65 credentialed advisor at McAdam LLC with four years of industry experience. He has worked at McAdam LLC since 2018 and also serves as an assistant wrestling coach at Father Judge High School. 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 through fundamental analysis and a multi-advisor platform with approximately $2.29 billion in discretionary assets under management.

Cristina Bennett is a CFP® professional with four years of industry experience, currently affiliated with Wealthcare Advisory Partners LLC. Her prior experience includes roles at LPL Financial, Ic Advisory Services, The Investment Center, Santini Financial, and Vanguard. She also operates Cristina Bennett, Inc, a tax preparation and accounting business. 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 supported by proprietary software with an evidence-based investment framework to construct long-term oriented portfolios that include a range of investment options.

Shawn Dempsey is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He previously worked at Hornor, Townsend & Kent, Inc. for 10 years and has been associated with Penn Mutual Life Insurance Company for over a decade. He joined LPL Financial LLC in 2024. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, including high-net-worth clients, retirement plans, and trusts. The firm emphasizes individualized portfolio construction and oversight, utilizing a combination of in-house strategies and third-party managers across various platforms.

Matthew Lugar is a CFP® professional with 16 years of industry experience. He is currently with Kathmere Capital Management, LLC and has previously worked at TGS Financial Advisors, SEI Investments, Infosys, and Vanguard. Kathmere Capital Management, LLC offers investment management, financial planning, family office services, and retirement plan consulting to both individual clients, including high-net-worth individuals, and institutional sponsors. The firm employs a top-down, model-portfolio approach emphasizing ETFs and no-load mutual funds while allowing for individual securities and private fund investments, with client oversight and routine rebalancing.

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.

Morris Kaufman is a financial advisor at IP Financial Advisory Services LLC with 29 years of industry experience. He has held positions at firms including MerCap Securities, MerCap Advisors, and H. Beck, Inc. Outside of his advisory role, he serves on the Board of Directors for the Rotary Club of Media and provides life coaching as a sole proprietor. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, and consulting services. The firm focuses on non-high-net-worth investors and retirement plan participants, employing a range of analytical approaches and providing access to third-party managers.

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.

Peter Cooke is a financial advisor at Logan Capital Management, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Logan Capital Management since 2009. Logan Capital Management is an SEC-registered investment adviser managing approximately $3.1 billion in assets with a 16-advisor team serving about 1,800 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and sub-advisory services, including management of the Logan Capital Broad Innovative Growth ETF, using a blend of top-down macroeconomic analysis and fundamental and technical methods across various equity and fixed-income strategies.

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.

Zachary Knable is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Kingsview Wealth Management is a multi-advisor SEC-registered firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management services that combine in-house strategies with third-party managers and alternative investments across various asset classes.

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.