Michael Koerick is a CFP® with six years of industry experience, currently serving as a financial advisor at Capital Analysts. Before joining Capital Analysts in 2020, he worked with 3Step Sports LLC in sports videography sales. He continues to engage in sports video sales during events as a side activity. Capital Analysts serves a broad client base, including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and employs proprietary screening processes and various portfolio options tailored to client needs.

Matthew Hellebusch is a financial advisor at Portfolio Medics, LLC with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at firms such as Fidelity Federal Planning Corp and New York Life Insurance Co. In addition to his advisory work, he is an independent insurance agent and benefits advisor through his firm, Hellebusch Financial Solutions, LLC, providing insurance services including annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm offers customized portfolio management using diversified mutual funds, ETFs, individual stocks, bonds, and access to independent managers, employing a mix of fundamental, technical, and cyclical analysis.

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 with one year of industry experience. He holds a Series 65 designation and previously worked at Sequoia Financial Group, RKL, and the Opake Institute. Mission Wealth Management is an SEC-registered multi-team advisory firm managing approximately $17 billion and serving high-net-worth individuals, families, and institutional clients. The firm offers wealth management, financial planning, and institutional retirement plan services through a tiered, customized approach and emphasizes long-term investment strategies with a range of asset types.

Rand Siegel is a financial advisor at Bison Wealth, LLC, holding Series 66 and Series 63 licenses with seven years of industry experience. His prior work includes Key Investment Services LLC and a thirteen-year tenure at Key Bank. Bison Wealth serves a diverse client base including individuals, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and a turnkey asset management platform for other advisers. The firm employs both tactical and strategic investment approaches across liquid and private-market assets, incorporating alternative investments and option-based overlay strategies.

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.

Edward Barnes is a financial advisor at BLBB Advisors with 28 years of industry experience. He holds a Series 65 license and has previously worked at The Gwynedd Company for 24 years before joining BLBB in 2019. BLBB Advisors provides investment management and financial planning 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 and offers a range of risk-based investment objectives, employing models, individual securities, ETFs, select alternatives, and third-party managers as appropriate.

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 in Doylestown, PA, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His previous roles include positions at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors. Buchanan provides investment advisory services through Great Valley Advisor Group, an independent investment adviser firm. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, including 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 both in-house strategies and third-party platforms with regular due diligence and portfolio oversight.

Shawn Dempsey is a financial advisor with Great Valley Advisor Group, LLC, holding Series 65 and Series 63 credentials and 11 years of industry experience. He previously worked at Hornor, Townsend & Kent, Inc. for ten years and is currently associated with Penn Mutual Life Insurance Company. 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 large network of advisors, emphasizing individualized portfolio construction and ongoing oversight using a mix of in-house and third-party strategies.

Thomas Walls is a financial advisor with Lombard Advisers Incorporated in Plymouth Meeting, PA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Lombard Advisers since 2000 and has prior experience with North American Life Assurance Co and Mutual of New York dating back to the early 1980s. Outside of his advisory role, he operates Thomas Walls & Associates for tax purposes. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary programs and uses a combination of fundamental, technical, charting, and cyclical analysis to construct and monitor portfolios.

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 with Independence Square Holdings, LLC, holding a Series 66 designation and over 25 years of industry experience. He has worked at Independence Square Holdings since 2019 and previously held roles at Private Advisor Group, LLC and LPL Financial. 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 combination of fundamental, quantitative, technical, and modern portfolio theory approaches, offering both discretionary and non-discretionary relationships along with access to third-party managers and affiliated private investment funds.

Angela Yang is a CFA® charterholder with two years of industry experience. She is currently with Girard Advisory Services, LLC and has prior experience at Univest Bank, TD Bank, and Firstrust Bank. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, retirement plan consulting, and related services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both individual clients and plan sponsors, emphasizing asset allocation, diversification, and tailored portfolios through a proprietary research process and specialized strategies.

Francis Haas Jr. is a financial advisor with Jacobi Capital Management, LLC, holding Series 63 and Series 66 designations and 27 years of industry experience. His prior roles include positions at LPL Financial, Renaissance Investment Consultants Holding Company, and Williams Financial Group. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts on a limited discretionary basis, combining fundamental security analysis with a multidisciplinary “fusion” approach. The firm offers portfolio management, financial planning, and consulting services, utilizing tactical and opportunistic strategies alongside an advisor-enhanced algorithmic program with automated tax harvesting.

Thomas Mcmanus is a CFP® with 34 years of industry experience, currently serving as an advisor at Capital Analysts. He has been with Lincoln Investment Planning, Inc. and the United States Navy, Naval International since 1991. Outside of his advisory role, he is a member of Axeon Development, LLC, a real estate development business. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with access to third-party managers and utilizes an in-house investment management team employing proprietary screening processes.

Gregory Bender is a financial advisor at Capital Analysts with 14 years of industry experience and holds the Series 66 designation. He has been with Lincoln Investment Planning since 2015 and joined Capital Analysts in 2026. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house Investment Management & Research team to guide investment decisions.