Leslie Young is a financial advisor at Modera Wealth Management, LLC with 17 years of industry experience. She holds the ChFC® designation and the Series 66 license. Prior to joining Modera Wealth Management, she worked at Independence Advisors for five years. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios supplemented by independent managers, private placements, and optional ESG integration.

Dominick Ammirato is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Wealthcare Advisory Partners LLC. His prior experience includes roles at Brinker Capital, Orion Portfolio Solutions, and Morgan Stanley Smith Barney. He is a member of the Wilkes University Alumni Board and serves on the executive committee of the Greater West Chester Chamber of Commerce’s Next Gen group. 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 patented Wealthcare software and a behavioral economics framework, combining both passive and active investment strategies alongside dynamic rebalancing.

Evan Young is a Series 65-licensed financial advisor at Great Valley Advisor Group, LLC with one year of industry experience. Prior to joining Great Valley Advisor Group, he held positions at McLanahans Market and SEI, and he has a background that includes five years at PSU and experience in education roles from 2015 to 2021. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers a range of investment management and financial planning services, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party platforms.

Daniel Harnish is a CFA® charterholder with 12 years of experience at Miller Investment Management, LP, where he has worked since 2014. He serves as a General Partner and Director of PNB, LLC, a banking consulting business, and as a Director of Jake’s SB Holding Company, LLC, a fast casual restaurant enterprise, representing investors on both boards. Miller Investment Management, LP provides investment advisory and supervisory services to individuals, pooled investment vehicles, retirement plans, foundations, endowments, trusts, estates, and business entities. The firm uses a multi-member governance model to establish asset allocations tailored to client goals and risk tolerance, implementing portfolios through mutual funds, ETFs, active managers, and individual securities.

Peter May is a CFP® professional with 10 years of industry experience. He is currently with AlphaStar Capital Management, where he has worked since 2018, following a prior role at Belpointe Asset Management. In addition to his advisory role, he operates a part-time insurance and financial planning business and facilitates client referrals to 1031 Sherpa, LLC. AlphaStar Capital Management serves individual, corporate, and retirement plan clients by providing discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through proprietary model portfolios and third-party technology, managing approximately $2.5 billion in assets across over 8,400 client relationships.

Dominic is the co-founder of Wedmont Private Capital. After graduation from the United States Naval Academy, Dominic joined the Marine Corps and was designated a Ground Intelligence Officer. As a lieutenant, Dominic commanded a Scout Sniper platoon and deployed his unit twice, including a combat deployment to Al Anbar Province, Iraq, in 2007. After his promotion to captain, Dominic led an officer recruiting station and was responsible for developing Marine officer candidates in eastern Pennsylvania. Dominic received his MBA (with a concentration in finance) from the Wharton School at the University of Pennsylvania. He worked at Credit Suisse as an ultra-high-net-worth (UHNW) financial advisor and also spent time at Vanguard, where he served as the Chief of Staff of the Financial Advisor Services division. Outside of work, Dominic enjoys trail running, functional fitness, and playing golf, often quite badly. He is passionate about helping veterans transition successfully to civilian life and understands how daunting it can be for vets to find the right career outside the military. Dominic lives with his wife and three sons outside Philadelphia.

Francis Lojewski Jr. is a financial advisor with M Holdings Securities, Inc., holding the ChFC® designation and Series 63 and 65 licenses, and has 32 years of industry experience. He has worked at Madison & Main Advisors LLC since 2019 and has been affiliated with M Holdings Securities Inc. since 2010. In addition to his advisory roles, he is the owner of a pass-through entity, Francis J. Lojewski, LLC. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of independent firms. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance-related advisory services, utilizing multiple sponsored platforms and third-party managers.

Lucile Steitz is a CFP® with 16 years of experience and has been with Sage Financial Group Inc. since 2013. She holds a Series 63 license and is based in West Conshohocken, PA. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors with discretionary and non-discretionary investment management and financial planning. The firm offers family office services and manages affiliated private pooled real-estate funds, utilizing fundamental analysis and a long-term investment approach.

Andrew Hauber is a financial advisor at Diversify Advisory Services, LLC with 19 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His previous roles include positions at DFPG Investments, LLC and Hornor, Townsend & Kent, Inc. Hauber is also actively involved in life insurance brokerage through several entities, including 1847Financial and MWealth Advisors, providing sales and service for multiple carriers. Diversify Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and small business owners with tailored financial planning and portfolio management. The firm emphasizes tactical diversification and individualized asset allocation, offering a variety of investment models and strategies along with flexible fee arrangements.

Richard Milburn is a CFA® charterholder with three years of industry experience. He is currently with CW Advisors, LLC and has previously worked at Congress Wealth Management LLC, MainLine Private Wealth, LLC, and Archer Investment Management Solutions. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach that combines active, passive, quantitative, and ESG strategies, using both third-party money managers and internally managed risk-managed strategies.

Adam Hunt is a CFP® with 22 years of industry experience, currently serving as an advisor at RMR Wealth Builders, Inc. since 2022. His prior experience includes roles at Transamerica Retirement Services, Diversified Investors Securities Corp, and Transamerica Capital, Inc. Outside of his advisory work, he is the director and owner of EZTPA, LLC, a third-party administrator for 401(k) plans. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management through a combination of discretionary and non-discretionary strategies.

Nico Sethi is a Series 66-licensed financial advisor at Santander Securities LLC with 14 years of industry experience. He has worked at Santander Securities and Santander Bank since 2015. Outside of his advisory role, he serves as Treasurer and Executive Board Member for the Reserve at Northampton Community Association. Santander Securities LLC provides investment advisory services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee programs and financial planning services, delivering investment advice through a managed-account platform with discretionary account management and ongoing compliance oversight.

Christopher Truscello is a financial advisor at Diversify Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at DFPG Investments, LLC, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. He is also a financial representative at March FWD, where he sells fixed insurance products. Diversify Advisory Services is an SEC-registered advisory firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm focuses on tactical diversification and individualized asset allocation, offering a variety of portfolio management and consulting services tailored to client goals and risk tolerance.

James Todd is a financial advisor with Santander Securities LLC in Conshohocken, PA, holding Series 63 and Series 66 licenses with three years of industry experience. He has been with Santander Securities and Santander Bank since 2022, and previously worked at Lowe’s and Midway Bowling. 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 offers investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products, primarily serving individuals, ERISA and IRA accounts, and institutional entities.

Frank Hanna Jr. is a ChFC® credentialed advisor with 16 years of industry experience. He is currently with Arkadios Wealth Advisors, where he has worked since 2021, following a seven-year tenure at Lincoln Financial Advisors. Outside of his advisory role, he is involved in insurance-related activities including offering life settlements, accident and health insurance, and managing entities focused on health insurance and related financial products. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports discretionary account management using a proprietary portfolio team and employs fundamental, technical, and cyclical analysis across asset classes.

Sarah Lynch is a financial advisor at Prowell Financial Management, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Bloomberg LP for eleven years. Prowell Financial Management serves privately held companies and their owners by providing financial organization, asset management, and succession-planning support. The firm focuses on coordinating owners’ financial circumstances with company continuity needs and manages client assets primarily on a non-discretionary basis.

Henry Yocum is a Series 65-licensed financial advisor with McAdam LLC, based in Radnor, PA, and has five years of industry experience. Prior to joining McAdam in 2020, he held positions at TD Ameritrade, First Command Services, and Election Systems & Software. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm employs a discretionary investment approach with diversified asset allocations and incorporates specialized exposures such as direct indexing and private investment funds.

Robert Burdumy is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Wealthcare Advisory Partners since 2020 and previously spent four years at Lincoln Investment Planning. In addition to his advisory role, he is a licensed insurance professional. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base including 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 metrics, combining passive and active investment strategies with dynamic rebalancing.

William Mcgowan is a financial advisor at Modera Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Modera since 2022. Prior to his current role, he held various positions including multiple engagements with The Catholic University of America and roles at Skyline Tools LLC and Carmines Pizzeria. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios of mutual funds, ETFs, individual debt securities, and selected equities tailored to client objectives and risk tolerance.

George Harris III is a financial advisor with Sage Financial Group Inc. in West Conshohocken, PA, holding a Series 65 designation and 14 years of industry experience. He has worked at Sage Financial Group since 2012. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors, providing discretionary and non-discretionary investment management and financial planning. The firm offers family office services and is noted for its advisory role to affiliated private pooled real estate funds, employing a long-term, fundamental investment approach.