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.

Charles Porter Jr. is a financial advisor with Summit Financial, LLC, holding a Series 66 designation and 20 years of industry experience. He was previously with Canon Capital Investment Advisory for 18 years before joining Summit Financial. In addition to his advisory role, Mr. Porter provides exit planning consulting for business owners through Kaboo Consulting, LLC. Summit Financial, LLC is a multi-team SEC-registered advisory firm with over $26 billion in assets under management. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services for approximately 17,800 clients.

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.

Thomas Riley is a financial advisor at Legacy Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Legacy Advisors since 2013. Riley also retains a life insurance agent role related to renewal commissions from prior self-employment. Legacy Advisors, LLC manages approximately $4.18 billion in client assets and serves pension and corporate retirement plans, charitable organizations, and both high-net-worth and non-high-net-worth individual investors. The firm provides portfolio management, financial planning, and retirement plan consulting, combining fund, fundamental, and technical analysis with ongoing manager monitoring and offers both discretionary and non-discretionary management services.

Muhammad Sheikh is a financial advisor with Santander Securities LLC in Conshohocken, PA, holding Series 63 and Series 66 designations and three years of industry experience. His background includes roles at Santander Bank, JP Morgan Chase, Lasership, and Bleu Cafe. Outside of advisory work, he is a licensed notary. Santander Securities LLC serves a broad retail client base, offering investment advisory services, portfolio management through wrap-fee programs, and financial planning. The firm employs third-party discretionary managers and provides clients access to securities-based lending and insurance products.

Daniel Guy is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Ethos Financial Group, LLC since 2022. Prior to joining Ethos, he worked for six years at Almanack Investment Partners. Outside the financial industry, he manages an online hobby site through TCIS, LLC. Ethos Financial Group provides investment management and financial planning services to individuals, trusts, estates, municipal entities, and charitable organizations. The firm employs a model portfolio approach combining index-based exposures and offers both discretionary and non-discretionary management, supplemented by third-party research and tax-overlay options.

Keegan Billie is a financial advisor at Girard Advisory Services, LLC with one year of industry experience. He holds the Series 66 designation and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Equitable Advisors. Outside of financial services, his background includes roles in video production and event management. 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 focuses on asset allocation and diversification through a proprietary research process and invests in a mix of domestic and international equities, fixed income, mutual funds, ETFs, and model allocations, while leveraging affiliated relationships to offer a broad range of financial services.

Daniel Baxter is a financial advisor at Ritholtz Wealth Management with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Ritholtz Wealth Management, he worked at The Vanguard Group and has a background including roles outside the financial sector. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm emphasizes a goal-based investment approach using diversified, low-cost ETFs and incorporates behavioral finance principles alongside digital platforms for portfolio implementation and management.

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.

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.

William Walker is a financial advisor with United Capital Financial Advisors in Langhorne, PA. He holds the CFP® and ChFC® designations, as well as a Series 66 license, and has 15 years of industry experience. His prior work includes positions at Mass Mutual Investors Services and METLIFE SECURITIES Inc. He is also involved in selling fixed insurance products including life, health, disability, annuities, and long-term care. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, supported by client-facing technology and research.

Curtis Johnston is a financial advisor at Girard Advisory Services, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Girard Advisory Services since 2015, also working with Girard Investment Services since 2012. Girard Advisory Services is a fee-only registered investment adviser that provides wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both individual clients, including high-net-worth households, and plan sponsors, employing a proprietary research process and various strategies, including tax-managed direct indexing and options overlays, with oversight by an Investment Committee.

Kelly Hansen is a financial advisor at Legacy Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Primerica Advisors and several restaurant businesses. Outside of advising, Hansen owns a business called Craneo Rose Decor. Legacy Advisors, LLC manages approximately $4.18 billion in client assets, serving pension and corporate retirement plans, charitable organizations, and individual investors. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a combination of fund, fundamental, and technical analysis alongside ongoing manager monitoring.

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.

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.

Adam Etzel is a financial advisor at JFS Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at PNC Bank for three years. His background also includes roles at Elon University and Elon University School of Law. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm employs a Financial Goal Plan process combined with Modern Portfolio Theory and offers a range of services including continuous investment management, retirement plan fiduciary services, tax preparation, and access to private investment funds.

Gregory Stein is a CFP® professional based in Lansdale, PA, with 26 years of industry experience. He has worked at Advisory Services Network since 2018 and previously spent 12 years with RSM US Wealth Management LLC. Stein is a partner in Hinkle, Stein & Associates, LLC, a role he has held since 2018. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. The firm provides a range of portfolio management, financial planning, and consulting services, utilizing various securities and third-party managers to align with clients’ objectives and risk tolerances.

Kenneth Kideckel is a financial advisor with Wealthcare Capital Management LLC, holding 13 years of industry experience. He has been with Wealthcare Capital Management since 2014 and is also affiliated with Sightline Investments LLC since 2010. Wealthcare Capital Management LLC is an SEC-registered multi-team firm managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm offers a range of advisory services and implements model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with investment decisions guided by an Investment Policy Committee using an evidence-based framework.