Eric Hough is a financial advisor at Great Valley Advisor Group, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Credit Suisse Securities (USA) LLC for 15 years and Scire Capital Partners, LLC for 7 years. Great Valley Advisor Group is a multi-team SEC-registered 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 through a network of approximately 190 advisors, employing a mix of in-house strategies and third-party managers across various platforms.

Christine Mcewan is a financial advisor at Independence Square Holdings, LLC with 12 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Truist Investment Services, Suntrust Advisory Services, Sun Trust Investment Services, and BB&T Securities. 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 utilizes a mix of fundamental, quantitative, technical, and modern portfolio theory approaches to create customized or model-based portfolios and combines in-house portfolio management with third-party managers and algorithmic guided wealth portfolios.

James Krause is a financial advisor with Wealthcare Advisory Partners LLC in West Chester, PA, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at LPL Financial and Hornor Townsend & Kent, Inc. He provides investment advisory services through Wealthcare Advisory Partners LLC, an independent registered investment advisor. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets with a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a goals-based planning process supported by proprietary software and integrates quantitative measures with fundamental and technical analysis to construct long-term portfolios.

Stephen Peters is a financial advisor with IPI Wealth Management, Inc. in Pottstown, PA, holding a Series 66 designation and two years of industry experience. He has operated Advantage Tax Prep & Services as a partner and tax accountant since 2014 and serves as an insurance agent and controller at Advantage Insurance Group since 2013. IPI Wealth Management provides investment management, financial planning, and access to third-party asset managers and TAMP programs for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets through a team of 66 advisors and offers a range of proprietary, risk-based model portfolios managed on a discretionary basis with quarterly Investment Committee reviews.

Patrick Aitcheson is a financial advisor with Santander Securities LLC, holding a Series 66 designation and 17 years of industry experience. His career includes roles at J.P. Morgan Securities and Santander Bank, NA. He is currently based in Newtown, PA. Santander Securities LLC provides investment advisory services to a diverse client base, including individuals, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and centralized client support.

Christopher Vorgity is a financial advisor with Santander Securities LLC in Philadelphia, PA, holding Series 63 and Series 65 credentials and with 10 years of industry experience. His prior roles include positions at DoorDash, Citizens Securities Inc., and Citizens Bank. Santander Securities LLC provides investment advisory services to a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and providing ongoing compliance and suitability reviews.

Vincent Panvini Jr. is a financial advisor with Legacy Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Legacy Advisors since 2003 and with M Holdings Securities, Inc. since 2006. Panvini serves on the board of The Legacy Foundation, a charitable organization involved in grant voting. 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 both discretionary and non-discretionary portfolio management and provides pension consulting, participant education, and modular planning services alongside ongoing oversight of third-party managers.

Suzanne Malik is a financial advisor at Modera Wealth Management, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Modera since 2021, following prior roles at Independence Advisors, LLC and Trinity Wealth Management, LLC. Outside of finance, she was involved with The International Society of Hypnosis and The Greater Philadelphia Society of Clinical Hypnosis. 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, using diversified portfolios supplemented by independent managers, private-placement opportunities, and optional ESG integration.

Edward Rorer is a financial advisor at Copeland Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Rorer Asset Management, LLC since 1999. Copeland Capital Management provides discretionary and non-discretionary portfolio management, model-delivery, and sub-advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, trusts, foundations, corporations, and institutional investors. The firm employs a conservative, dividend-growth oriented investment approach that integrates fundamental, quantitative, macroeconomic, and technical analysis across multiple market-cap strategies and asset classes.

Matthew Mcclendon is a Certified Financial Planner® (CFP®) and Chartered Financial Analyst (CFA®) with 20 years of industry experience. He has been with Ethos Financial Group, LLC since 2026 and previously worked at The Vanguard Group, Inc. for 11 years. Ethos Financial Group serves individuals—including high-net-worth clients—trusts, estates, governmental entities, and charitable organizations, offering investment management, financial planning, estate planning, and consulting services. The firm uses model portfolios and a core allocation strategy focused on diversified, risk-conscious investments and incorporates third-party research alongside AI tools for operational support.

Thomas Flynn is a CFP®-certified financial advisor with eight years of industry experience. He currently works at Girard Advisory Services, LLC and has been with affiliated firms since 2017. His background includes roles at Univest Bank and Trust Co. and the Manoa Tavern. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm provides wealth management, retirement plan consulting, and related services using a proprietary research process and a wide range of investment strategies, supported by its affiliation with Univest Bank and Trust Co. and related entities.

Jonathan Zerges is a financial advisor with StoneX Advisors Inc. and holds a Series 66 designation. He has 17 years of industry experience and has been with StoneX Advisors since 2016. Outside of his advisory role, he serves as Board President of Friends of Merion Gateway Park and is a board member of the Merion Civic Association. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA plan consulting. The firm utilizes multiple account structures and model-based solutions delivered through independent advisors and an in-house Private Client Group.

Michael Neill is a financial advisor at Gladstone Wealth Partners with 22 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Gladstone Wealth Partners in 2021, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with an investment approach that includes individual equities and bonds, mutual funds and ETFs, alternative investments, and tax-managed strategies.

Christopher Ouimet is a CFA® charterholder with five years of industry experience. He has been with Logan Capital Management, Inc. since 2019 and previously worked at Manulife/John Hancock from 2011 to 2019. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for a diverse client base, including high-net-worth individuals, institutions, retirement plans, and public funds. The firm integrates macroeconomic analysis, proprietary quantitative screening, fundamental research, and technical analysis across multiple equity and fixed-income strategies.

Timothy Bolinski is a CFP® professional with 12 years of industry experience. He has worked at CliftonLarsonAllen Wealth Advisors, LLC since 2018 and previously at Janney Montgomery Scott from 2015 to 2018. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.

Eric Long is a CFP® with 21 years of industry experience, currently serving at Independence Square Holdings, LLC since 2019. He previously worked at Private Advisor Group, LLC and LPL Financial, LLC. Independence Square Holdings, LLC is a multi-team firm with 37 advisors that provides investment advisory services through independent and hybrid structures.

Nicholas Willson is a financial advisor at Mission Wealth Management, LP in Radnor, PA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Sequoia Financial Group, RKL, and the Opake Institute. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm offers customized wealth management and financial planning focused on long-term strategies utilizing a diverse range of investment vehicles and incorporates tax-aware trading and rebalancing.

Dominick Leuzzi IV is a financial advisor with The Ascent Group, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at OSAIC, Triad Advisors, and Ameritas Advisory Services. Outside of his advisory work, he is a co-founder of a small business, Tea Shirt Company, LLC. The Ascent Group is a registered investment adviser managing approximately $4.93 billion, serving a diverse client base including individuals, trusts, and charitable organizations. The firm offers a range of investment management and financial planning services, utilizing mutual funds, ETFs, individual securities, and proprietary model portfolios.

Sean Becker is an investment advisor representative at NWF Advisory Services Inc with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Cadaret, Grant & Co., Inc., and The Ameriflex Group, Inc. Becker is also president of Becker Wealth Management, where he provides comprehensive wealth management and financial planning services. NWF Advisory Services, Inc. offers portfolio management and financial planning primarily to individual and high-net-worth clients, with approximately $3.82 billion in assets under management. The firm provides both wrap and non-wrap account programs through an open-architecture platform that combines advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions.

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.