Clayton Parrett is a financial advisor at Miller Investment Management, LP with 10 years of industry experience. He holds a Series 65 designation and has been with Miller Investment Management since 2015. Outside of his advisory role, he serves as a general partner and director in several non-investment-related businesses, including a banking consulting firm, insurance industry software companies, a fast casual restaurant business, and a music production and publishing company. Miller Investment Management provides advisory and supervisory services to individuals, pension plans, foundations, endowments, trusts, business entities, and private pooled vehicles. The firm employs a combination of fundamental and technical analysis in managing client portfolios, offers retirement plan consulting, and acts as general partner and sponsor for multiple private funds investing across public securities, private equity, and real estate.

Andrew Brown is a CFP® professional with 16 years of industry experience, currently serving at Sage Financial Group Inc. since 2010. He holds a Series 65 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 through discretionary and non-discretionary investment management and financial planning. The firm emphasizes fundamental analysis and long-term investment strategies, offers family office services, and acts as adviser to affiliated private pooled real-estate funds, including a Qualified Opportunity Fund.

Alec Weiss is a financial advisor with Arkadios Wealth Advisors who holds a Series 66 credential and has 12 years of industry experience. His prior roles include positions at Cetera and VOYA Financial Advisors. Weiss serves as a head coach for the Lower Merion Soccer Club. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a range of portfolio management strategies and combines fundamental, technical, and cyclical investment analysis.

John Santini is a senior advisor at Ethos Financial Group, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Innovation Partners LLC, Bank of America, Merrill, and Mass Mutual Investors Services. In addition to his advisory role, he is involved in insurance brokerage focusing on individual life, property casualty, and group health insurance. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering investment management and financial planning services. The firm uses model portfolios with diversified, risk-conscious allocations and incorporates third-party research, with some advisors also licensed to implement commission-based products.

Sean Morrissey is a CFP® with 15 years of industry experience. He is a financial advisor at McAdam LLC and has also worked at Madison Avenue Securities and Purshe Kaplan Sterling Investments. Morrissey is based in Radnor, PA. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios across mutual funds, ETFs, independent managers, and individual securities, offering a tiered weekly financial-planning subscription and access to alternative and specialized investment strategies.

Robert Cellucci is a CFP® credentialed financial advisor with 26 years of industry experience, currently with Wedbush Securities Inc. He has previously worked at B. Riley Wealth Advisors, Stifel Nicolaus & Co, Janney Montgomery Scott, and Ameriprise Advisor Services. Outside of his advisory role, he is associated with MJB Wealth Management Group, a marketing name for Wedbush Securities. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of portfolio management and clearing services across various asset classes.

Timothy Chubb Jr. is a Series 65-licensed advisor with Girard Advisory Services, LLC, bringing 13 years of industry experience. He has been with the Girard organization since 2012, including a role at Girard Pension Services, LLC since 2019. 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, diversification, and customized portfolios using a proprietary research process, offering a range of strategies and access to affiliated and independent advisors within a corporate structure tied to Univest Financial Corporation.

Patrick Melvin is a CFP® with 16 years of experience in financial advising. He is currently with Grimes & Company and previously worked at Brighton Jones, The Vanguard Group, Modera Wealth Management, and Equity Services. Grimes & Company provides discretionary portfolio management and financial planning to a diverse client base, including individual and institutional clients such as charitable organizations, pension plans, and government entities. The firm employs proprietary research to build customized investment strategies across mutual funds, ETFs, individual securities, and private funds, and it also serves other investment advisers as clients and offers affiliated insurance, tax, and trustee services.

Christin Hinckle is a financial advisor at Wedbush Securities Inc. with 10 years of industry experience. She holds the Series 66 designation and has held positions at firms including B. Riley Wealth Management and Merrill. Outside of finance, she works part-time as a sales associate at an Urban Outfitters store in Philadelphia. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm delivers portfolio management tailored to client objectives and risk tolerances, along with custodial, clearing, and prime services.

Michael Bukowski is a CFP® with 20 years of industry experience, currently advising at Main Street Financial Solutions, LLC since 2016. He holds a Series 66 license and is based in Newtown, PA. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach that emphasizes low-cost passive ETFs while also incorporating actively managed funds and alternative investments.

Brian Levy is a CFP® with 10 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors since 2015. He holds a Series 63 license and is also a licensed insurance agent for life, health, and annuity products. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs a discretionary asset allocation approach using proprietary models and third-party managers, offering portfolio customization and technology-driven client reporting.

Jason Lipka is a financial advisor at Kathmere Capital Management, LLC with 25 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. His prior experience includes roles at Principal Securities Inc., Principal Life Insurance Company, Vanguard Advisers, and Purshe Kaplan Sterling Investments. Kathmere Capital Management provides investment management, financial planning, family office services, and retirement plan consulting to individuals and institutional sponsors. The firm employs a top-down, model-portfolio approach primarily using ETFs and mutual funds, while also managing private fund allocations and offering client-level oversight.

Joseph Cafiso is a ChFC® credentialed financial advisor with 37 years of industry experience. He has been with The O.N. Equity Sales Company since 2003. Outside of his advisory role, he is involved as a co-captain of Jewel Charters LLC, offering inshore and offshore fishing trips. He works with ON Investment Management Company, a registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm utilizes a mix of discretionary and non-discretionary management and operates under a dual-registered broker-dealer model.

Dana Stewardson is a financial advisor at Logan Capital Management, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Logan Capital since 1994, following a 15-year tenure at VFinance Investments, Inc. Stewardson serves on the boards of several nonprofits focused on historic house museums and gardens, including The Wyck Association and The Harriton Association. Logan Capital Management is an SEC-registered investment adviser managing approximately $3.1 billion for about 1,800 clients across a 16-advisor team. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and sub-advisory services, using a combination of top-down macroeconomic analysis and fundamental and technical research across diverse equity and fixed-income strategies.

Michael Halvorsen is a CFP® professional with 10 years of industry experience, currently serving at Summit Financial, LLC since 2020. Prior to that, he spent 22 years with Asset Planning Services, Ltd. He owns MRK Wealth Advisors, LLC, through which he offers tax preparation services by a licensed CPA, a service requested by some clients. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers investment advisory, portfolio management, financial planning, and retirement plan advisory services through a combination of discretionary and consultative programs.

Thomas Griffiths is a financial advisor at Great Valley Advisor Group, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Associated Securities Corp., Strategic Wealth Advisors Group, FSC Securities Corporation, and Wells Fargo Clearing. Griffiths has involvement in Griffiths Financial Services and T & Z Financial, LLC for tax purposes. Great Valley Advisor Group is an SEC-registered, 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, emphasizing individualized portfolio construction and oversight through a combination of in-house and third-party strategies.

John Delp is a financial advisor with Independence Square Holdings, LLC and holds Series 63 and Series 65 credentials. He has 30 years of industry experience, including prior roles at Private Advisor Group, LLC, LPL Financial, and Wells Fargo Clearing. Independence Square Holdings serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, and ERISA advisory services. The firm offers customized portfolios, model solutions, and access to third-party managers, utilizing digital platforms and a broad range of investment instruments.

James Gonnason is a financial advisor at Ethos Financial Group, LLC with 13 years of industry experience. He holds the ChFC® and Series 63 designations and has worked previously at Arc Capital Management, Almanack Investment Partners, Auerbach Investment Services, Penn Mutual Life Insurance Company, and Hornor, Townsend & Kent. Outside of his advisory role, he is also active as a life insurance brokerage agent. Ethos Financial Group serves individuals, high-net-worth clients, trusts, estates, municipal entities, and charitable organizations, offering discretionary and non-discretionary investment management alongside financial and estate planning, insurance recommendations, and consulting. The firm delivers investment recommendations primarily through model portfolios and a Core Allocation strategy, combining index-based exposures into diversified, risk-conscious portfolios implemented via various investment vehicles.

Shane Sweigart is a CFP® professional with 18 years of industry experience, currently serving at McAdam LLC. He has held advisory roles at Madison Avenue Securities and Purshe Kaplan Sterling Investments, among others. Outside of his advisory duties, he is a partner and 50% owner of SK & Associates, LLC, a holding company for real estate properties. 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, utilizing discretionary portfolio management with a diverse range of investment vehicles and incorporating specialized exposures such as private investment funds and cryptocurrency.

Joseph Gallagher is a CFA® charterholder with nine years of industry experience. He has been with Sage Financial Group Inc. since 2017 and previously worked at J.P. Morgan in various capacities from 2010 to 2017. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors by providing discretionary and non-discretionary investment management and financial planning. The firm’s investment approach is based on fundamental analysis and a long-term purchase orientation, implementing client strategies through mutual funds, ETFs, exchange-traded notes, and independent managers where suitable.