Ralph Schneider is a financial advisor with Capital Analysts, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1992. 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 discretionary and non-discretionary investment management.

Edward Sep is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at Good Life Advisors, LLC, Private Advisor Group, LPL Financial, and Merrill. Outside of his advisory work, he has operated Good Life Advisors LLC, an independent investment advisory firm, and has served as a fixed insurance agent. 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, combining in-house strategies with third-party managers and platforms such as LPL, Fidelity, and Schwab.

John Loper is a financial advisor at Modera Wealth Management, LLC with 19 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at firms including Lincoln Investment, Fidelity, and Ameriprise. He serves as a board member for the College for Financial Planning, contributing to the evaluation of educational initiatives in the financial services sector. Modera Wealth Management offers wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines traditional investment management with in-house accounting and tax services, business coaching, and other ancillary offerings.

Jack Costello is a financial advisor at Ethos Financial Group, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Alden Investment Advisors and J. Alden Associates, Inc. Outside of his advisory role, he works as a freelance writer in a non-investment related capacity. Ethos Financial Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering investment management and comprehensive financial planning through model portfolios and diversified allocation strategies.

Thomas Mchugh is a Series 65-licensed financial advisor with 12 years of industry experience. He has worked at Independence Square Holdings, LLC since 2019 and previously held roles at LPL Financial, Private Advisor Group, LLC, and Logan Capital Management. Independence Square Holdings serves a diverse client base, including high-net-worth individuals, retirement plans, and institutional clients, providing financial planning, portfolio management, and pension consulting. The firm utilizes a blend of customized and model portfolios, incorporates third-party solutions, and leverages digital platforms and alternative investment options as part of its multi-team advisory approach.

Michael Slattery is a financial advisor with Independence Square Holdings, LLC, holding a Series 63 designation and over 31 years of industry experience. He has worked at Independence Square Holdings since 2019 and has been affiliated with LPL Financial since 2013. Independence Square Holdings (dba Independence Square Advisors) serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, pension consulting, and ERISA advisory services. The firm operates as a multi-team adviser with about 40 advisors, offering discretionary and non-discretionary management, model portfolios, and access to third-party managers and advisory programs.

Eric Hershman is a financial advisor with Capital Analysts in Wayne, PA, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Capital Analysts Incorporated since 2001 and has also worked at Lincoln Investment since 2012. Outside of his advisory roles, he is the owner of Hershman & Associates, a business involved in the sales and service of insurance-related products. 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, access to third-party managers, and retirement plan advice through a nationwide network, combining discretionary in-house management with non-discretionary advisor and third-party solutions.

Erich Hohenleitner is a financial advisor at McAdam LLC with six years of industry experience. He holds a Series 65 designation and has worked at McAdam since 2020. His prior roles include work with Adelphia Research Program, AMG Aluminum, McDermott Lawn Care, and Villanova University. McAdam LLC advises individuals, trusts, estates, and institutional clients, offering financial planning, investment management, and retirement plan consulting. The firm manages client portfolios using fundamental analysis and includes specialized investments such as direct indexing and private funds, with discretionary account management and ongoing portfolio review.

Robert Fell III is a financial advisor at United Capital Financial Advisors with a Series 65 designation and one year of industry experience. He previously worked at Fidelity Investments for three years and has a background that includes positions at Ohio State University and Tuscano. United Capital provides national financial planning and discretionary investment management to a diverse range of clients, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers customized investment solutions, sub-advisory and consulting services, and operates a technology platform that supports independent advisors.

William Lane III is a financial advisor at Ethos Financial Group, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Almanack Investment Partners, Wells Fargo Clearing, Credit Suisse Securities, and Deutsche Bank Securities. Outside finance, he is the founder and CEO of Praktikant, a software company, where he provides strategic guidance and beta testing. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering investment management and comprehensive financial planning. The firm utilizes a model portfolio approach with diversified, risk-conscious allocations supported by third-party research and incorporates AI tools for operational purposes.

Waheed Gbadamosi is a financial advisor at Santander Securities LLC with a Series 66 designation and four years of industry experience. His background includes roles at Citizens Securities, Inc., NYLIFE Securities LLC, and Santander Bank, NA. He serves as a Supply Specialist in the United States Army National Guard. Santander Securities LLC provides investment advisory services to a broad retail client base, managing approximately $3.14 billion in regulatory assets across over 10,800 client relationships. The firm offers portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products, utilizing a range of third-party discretionary investment managers and an affiliated banking relationship.

Antonio Betancourt is a CFP® with 33 years of industry experience, currently serving at Ethos Financial Group, LLC since 2023. His prior roles include positions at SagePoint Financial and SII Investments, Inc., among others. Outside of his advisory work, he operates a sole proprietorship focused on insurance products. Ethos Financial Group serves a diverse client base including high-net-worth individuals, trusts, and municipalities, offering investment management and financial planning through diversified, risk-conscious portfolios supplemented by third-party research and AI-assisted operations.

Christopher Colasurdo is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at McAdam LLC. He has worked at Madison Avenue Securities since 2025 and was with Purshe Kaplan Sterling Investments from 2014 to 2024. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages client portfolios on a discretionary basis, utilizing a range of investment vehicles including mutual funds, ETFs, independent managers, and alternative assets, and features offerings such as a tiered subscription planning product and monitored use of artificial intelligence tools.

Jacob Hille is a financial advisor at MyCIO Wealth Partners, LLC, holding a Series 65 credential with one year of industry experience. His background includes roles outside finance such as work at Instacart, DoorDash, and community positions related to Franklin & Marshall College and local schools. MyCIO Wealth Partners provides advisory and planning services to high-net-worth individuals, trusts, pension plans, and charitable organizations. The firm emphasizes non-discretionary portfolio management and offers a range of investment options including mutual funds, private funds, and alternative investments.

Brandon Mcfadden is a financial advisor at Bryn Mawr Trust Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Truist Investment Services and BB&T Securities. Bryn Mawr Trust Advisors, LLC is a bank-affiliated SEC-registered investment adviser serving individuals, trusts, foundations, corporations, and institutional clients. The firm offers discretionary investment management and financial planning, using a multi-asset approach that combines strategic and tactical asset allocation with both active and passive managers.

Ryan Tyrell is a financial advisor with Prosperity - An EisnerAmper Company, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at CPA Financial Group, LLC, Commonwealth Financial Network, and EisnerAmper Wealth Management & Corporate Benefits, LLC. He is also president and sole owner of a private entity established to facilitate his fixed insurance business. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, managing about $5 billion in client assets through discretionary and non-discretionary strategies, often employing third-party independent managers and technology platforms.

Ian Meierdiercks is a financial advisor with Stonex Advisors Inc. who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior roles include positions at IM Wealth Partners Investment Advisors LLC and Equitable Advisors. He is involved as a limited partner in a scholarship program for children’s education. Stonex Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm employs a variety of investment strategies across multiple account structures and supports both independent financial advisors and an in-house Private Client Group.

Theodore Piotrowicz is a CFA® charterholder and holds a Series 66 license, with 13 years of industry experience. He has been with Legacy Advisors, LLC since 2012. Outside of his advisory role, he serves on the boards of several charitable foundations, including the Cabot-Kjellerup Foundation and the Abele Family Foundation, where he contributes to governance and funding decisions. Legacy Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm provides modular financial planning, discretionary and non-discretionary portfolio management, retirement plan consulting, and third-party manager oversight, tailoring advice and portfolios to each client’s objectives and risk tolerance.

Sean Duffy is a financial advisor at Copeland Capital Management, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Vigilant Distributors, LLC. Sean was a full-time student for ten years prior to entering the industry. Copeland Capital Management provides discretionary and non-discretionary portfolio management, model-delivery, and sub-advisory services to a diverse client base including individuals, institutions, and pension plans. The firm employs a conservative, dividend-growth oriented investment approach using fundamental, quantitative, macroeconomic, and technical analysis across various market-cap strategies.

Harry Forst is a CFP® professional with 43 years of experience in the financial industry, currently serving with Capital Analysts. He has worked at Lincoln Investment Planning, Inc. since 1983. Capital Analysts provides services to a diverse client base including individuals, 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 management.