Stephen Clubb is a financial advisor at IAMS Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing, Delaware Valley Advisors, and Minnesota Life Insurance Company. He is also an independent insurance agent specializing in life, health, disability, long-term care, and annuities. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily uses discretionary portfolio management tailored to client objectives and risk tolerances, employing proprietary and third-party model portfolios along with an asset-allocation approach.

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.

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.

Sean Buchanan is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing, and PNC Wealth Management. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, 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 multiple platforms.

Thomas Walls is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 designations and over 42 years of industry experience. He has been with Lombard Advisers since 2000 and has prior experience at North American Life Assurance Co and Mutual Of New York dating back to the early 1980s. Outside of his advisory role, Walls maintains a separate business used for tax purposes. Lombard Advisers provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, offering both discretionary and non-discretionary portfolio management through multiple investment approaches and platform relationships.

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 currently works at Girard Advisory Services, LLC and previously held roles at Univest Bank and TD Bank. 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 employs asset allocation, diversification, and a proprietary research process to tailor portfolios, offering a range of discretionary and non-discretionary management and planning services.

Thomas McManus is a CFP® professional with 35 years of experience, currently affiliated with Capital Analysts. He has worked with Lincoln Investment Planning, Inc. throughout his career and also serves in the United States Navy, Naval International. Outside of his advisory duties, he is a member of Axeon Development, LLC, a real estate development company. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and an in-house Investment Management & Research team that employs a proprietary mutual fund screening process.

Gregory Bender is a financial advisor at Capital Analysts with 14 years of industry experience. He holds the Series 66 designation and has worked at Lincoln Investment Planning and Valley Forge Asset Management prior to joining Capital Analysts. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, advisor-managed custom and model portfolios, and retirement plan advice through a nationwide network of independent advisors and firm-managed programs.

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.

Lisa Broome is a CFP® with 18 years of industry experience and is currently with BLBB Advisors in Montgomeryville, PA. She has been involved with GoalQuesTe, LLC since 2014. BLBB Advisors serves individuals, trusts, corporations, business owners, pension plans, and non-profit organizations, managing approximately $3.25 billion in client assets. The firm emphasizes asset allocation with risk-based investment objectives and offers various strategies, including a Global Macro ETF approach and an equity covered-call overlay for income generation.

Benjamin Fair is a financial advisor with Capital Analysts in Jenkintown, PA, holding Series 63 and Series 65 credentials and having 27 years of industry experience. Since 2008, he has worked at Lincoln Investment Planning, Inc. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment teams.

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.

John Lawton is a financial advisor at BLBB Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BLBB Advisors since 2006, following a prior role at Burke, Lawton, Brewer & Burke. His outside activities include serving as Chair of the Endowment Committee at the Presbyterian Church of Chestnut Hill and holding multiple trustee and finance roles at Williamson College of Trades and Camp Tecumseh. BLBB Advisors provides investment management and financial planning services to individuals, trusts, corporations, business owners, pension plans, and non-profit organizations, managing approximately $3.25 billion in client assets. The firm emphasizes asset allocation through multiple risk-based investment objectives and employs a range of strategies including individualized portfolios, Global Macro ETF strategies, and an equity covered-call overlay option.

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.

Cynthia Miller is a Certified Financial Planner® with 14 years of industry experience. She has been with Capital Analysts since 2018 and also holds a long-standing association with Lincoln Investment Planning dating back to 2011. Early in her career, she worked briefly as an agent for Genworth Financial, focusing on long-term care insurance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm combines discretionary investment management by its in-house team with non-discretionary services via advisors and third-party managers, utilizing a proprietary fund screening process called CAPSL.

Michael Litz is a financial advisor with Girard Advisory Services, LLC, holding Series 63, Series 66, and Series 65 credentials and 21 years of industry experience. His career includes over a decade at The Vanguard Group and roles at Girard Investment Services and Girard Pension Services. He serves as treasurer for Haverford Youth Wrestling. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and pension plans. The firm offers wealth management, financial planning, and retirement consulting, emphasizing asset allocation and diversified portfolios supported by a proprietary research process and an Investment Committee.

James Fives is a financial advisor at Zacks Investment Management, Inc. with four years of industry experience. He holds the Series 66 designation and has worked at LBMZ Securities, Inc., Orion Portfolio Solutions, and Brinker Capital. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, managing mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across a broad range of strategies and offers services through wrap-fee and unified managed account programs.