Matthew Hellebusch is a financial advisor with Portfolio Medics, LLC, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Merrill, Fidelity Federal Planning Corp, and New York Life Insurance Co. He is also an independent insurance agent and benefits advisor through his firm, Hellebusch Financial Solutions, LLC, providing insurance services including annuities. Portfolio Medics serves individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations, offering customized portfolio management and financial planning. The firm integrates fundamental, technical, and cyclical analysis, utilizing diversified investments and various strategies tailored to client objectives and risk tolerance.

Nicholas Willson is a financial advisor at Mission Wealth Management, LP with one year of industry experience. He holds a Series 65 designation and has previously worked at Sequoia Financial Group, RKL, and the Opake Institute. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, offering comprehensive wealth management, financial planning, investment management, and consulting services. The firm employs a “total picture” approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, tailoring portfolios to client needs and utilizing both internal management and select third-party sub-advisors.

Rand Siegel is a financial advisor at Bison Wealth, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Key Investment Services LLC and Key Bank. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, and institutional entities, offering financial planning, portfolio management, and ERISA retirement plan services. The firm employs a multi-manager model portfolio approach that combines tactical and strategic allocations across various asset types, including alternatives and interval funds.

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.

Ronald Sala is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 63 designation and bringing 30 years of industry experience. His prior roles include positions at Capital Analysts, Lincoln Investment, and Meeder Investment Management. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based, client-centered planning process with an evidence-based investment approach, utilizing proprietary quantitative measures alongside fundamental and technical analysis to construct long-term portfolios.

Michael Wojcik is a financial advisor at Pine Valley Investments with 10 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at The Vanguard Group, Inc. for six years before joining Pine Valley Investments in 2020. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm employs a range of strategies based on fundamental, technical, and quantitative analysis and serves both directly managed accounts and clients referred through Tri-Party Agreements.

Kerri Radimer is a financial advisor at Advisory Services Network with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Advisory Services Network since 2018. She also operates APEX Tax Advisors, a tax preparation business, where she works both during and outside of tax season. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisors. The firm employs a diversified investment approach that includes asset allocation and periodic rebalancing, serving clients through various flexible engagement options.

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.

John Cole is a financial advisor at Accelerate Retirement with eight years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Sapers & Wallack, Lion Street Financial, Lion Street Advisors, and John Hancock. Outside of finance, he spent ten years working at Oakley Country Club. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm uses a primarily long-term allocation strategy with customized portfolios composed of mutual funds, ETFs, individual securities, and occasional covered options.

Bethany Landis is a CFP® professional with nine years of industry experience, currently serving at Wescott Financial Advisory Group LLC since 2022. Prior to this, she worked for over two decades at Asset Planning Services Ltd. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach that combines passive and active strategies within a tax-sensitive, disciplined process supported by individualized Investment Policy Statements.

Kathryn Meidt is a financial advisor with BCG Securities, Inc. and holds a Series 66 designation. She has four years of industry experience and has worked at Horace Mann Companies and Horace Mann Investors, Inc. since 2022. Prior to her financial services career, she was involved in the hospitality industry. BCG Securities serves institutional retirement plans and individual clients with accounts generally above $25,000. The firm provides portfolio management, financial planning, pension consulting, and wealth management services, emphasizing tailored investment policy statements and the use of independent third-party managers.

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.

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.

Thomas McManus is a CFP® professional with 35 years of experience in the financial industry. He has been with Lincoln Investment Planning, Inc. since 1991 and also serves in the United States Navy, Naval International. Outside of his advisory role, he is a member of Axeon Development, LLC, a real estate development company. 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 delivered through a nationwide network of independent advisors and in-house investment management.

Gregory Bender is a financial advisor at Capital Analysts with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Investment Planning and Valley Forge Asset Management. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice, delivering investment management through both discretionary and non-discretionary approaches supported by an in-house research team.

Zachary Candelore is a financial advisor at Mutual of Omaha Investor Services, Inc. with six years of industry experience. He holds Series 63 and Series 65 designations and has worked in the financial services sector since 2019. Outside of his advisory role, he is employed in the food service industry as a bartender and server at local establishments in Philadelphia. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and acts as a conduit to third-party managers, serving a broad client base including both non-high-net-worth and high-net-worth individuals.

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.

Benjamin Fair is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2008. Capital Analysts serves retail and institutional clients, including 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 firm-managed programs.