Daniel Guy is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Ethos Financial Group, LLC since 2022. Prior to joining Ethos, he worked for six years at Almanack Investment Partners. Outside the financial industry, he manages an online hobby site through TCIS, LLC. Ethos Financial Group provides investment management and financial planning services to individuals, trusts, estates, municipal entities, and charitable organizations. The firm employs a model portfolio approach combining index-based exposures and offers both discretionary and non-discretionary management, supplemented by third-party research and tax-overlay options.

Thomas McGroarty is a financial advisor with Nations Financial Group, Inc., holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He previously worked at Wells Fargo Advisors for eight years before joining Nations Financial Group in 2023. McGroarty is also the owner of McGroarty Investment Group, which offers investment and advisory services. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm uses proprietary model portfolios combined with outside managers, allowing advisors to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Keegan Billie is a financial advisor at Girard Advisory Services, LLC with one year of industry experience. He holds the Series 66 designation and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Equitable Advisors. Outside of financial services, his background includes roles in video production and event management. 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 and diversification through a proprietary research process and invests in a mix of domestic and international equities, fixed income, mutual funds, ETFs, and model allocations, while leveraging affiliated relationships to offer a broad range of financial services.

Daniel Baxter is a financial advisor at Ritholtz Wealth Management with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Ritholtz Wealth Management, he worked at The Vanguard Group and has a background including roles outside the financial sector. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm emphasizes a goal-based investment approach using diversified, low-cost ETFs and incorporates behavioral finance principles alongside digital platforms for portfolio implementation and management.

Michael Mc Dermott is a financial advisor at Kathmere Capital Management, LLC with 29 years of industry experience. He holds the CFP® designation along with Series 63 and 66 licenses. His prior roles include positions at Private Advisor Group, LLC and LPL Financial, LLC. Mc Dermott is also the author of the book "Financial Advisors are NOT Created Equal." Kathmere Capital Management, LLC provides investment management, financial planning, family office services, and retirement plan consulting to individuals—including high-net-worth clients—and institutional sponsors. The firm employs a top-down, model-portfolio process using ETFs, no-load mutual funds, and other investment vehicles, while also managing pooled investment vehicles such as the Kathmere Private Markets Fund 2024 LP.

Richard Buchwald is a CFA® charterholder and holds a Series 65 license with 25 years of experience in the financial services industry. He has been with Logan Capital Management, Inc. since 2000. Logan Capital Management is an SEC-registered investment adviser managing approximately $3.1 billion in assets with a team of 16 advisors serving around 1,800 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and sub-advisory services, and is adviser to the Logan Capital Broad Innovative Growth ETF. Its investment approach integrates top-down macroeconomic analysis with fundamental and technical methods across various equity and fixed-income strategies, employing model portfolios with defined buy/sell disciplines and periodic rebalancing.

William Walker is a financial advisor with United Capital Financial Advisors in Langhorne, PA. He holds the CFP® and ChFC® designations, as well as a Series 66 license, and has 15 years of industry experience. His prior work includes positions at Mass Mutual Investors Services and METLIFE SECURITIES Inc. He is also involved in selling fixed insurance products including life, health, disability, annuities, and long-term care. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, supported by client-facing technology and research.

Curtis Johnston is a financial advisor at Girard Advisory Services, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Girard Advisory Services since 2015, also working with Girard Investment Services since 2012. Girard Advisory Services is a fee-only registered investment adviser that provides wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both individual clients, including high-net-worth households, and plan sponsors, employing a proprietary research process and various strategies, including tax-managed direct indexing and options overlays, with oversight by an Investment Committee.

Kelly Hansen is a financial advisor with Legacy Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Legacy Advisors, Hansen worked at PFS Investments Inc. and has been involved in the restaurant industry, including ownership of Craneo Rose Decor. Legacy Advisors serves individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors with tailored financial planning and portfolio management services. The firm employs a mix of fundamental and technical analysis, utilizing mutual funds, ETFs, independent managers, and private funds to meet client objectives.

Marc Luciani is a financial advisor with Great Valley Advisor Group, LLC who holds a Series 66 license and has 14 years of industry experience. His previous roles include positions at Dumont & Blake Investment Advisors LLC, Covered Bridge Advisors, LLC, and Cantor Fitzgerald Wealth Partners. He serves as a board member of Potential Inc., a school for children with autism. 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, utilizing both in-house strategies and third-party platforms.

Monica Pedano is a financial advisor with Independence Square Holdings, LLC and holds a Series 63 designation. She has 32 years of industry experience, including roles at LPL Financial and Private Advisor Group, LLC. Outside of her advisory work, she serves as a varsity golf coach at The Shipley School and is a board member of the Andy Talley Foundation Tee off With Talley golf tournament. Independence Square Holdings 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 offering customized and model portfolios, access to third-party managers, and makes extensive use of digital platforms and alternative investment options.

Christopher Lundmark is a financial advisor with Independence Square Holdings, LLC and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, having previously worked at Ameriprise Financial Services and Wells Fargo Clearing. Outside of advisory work, he owns a hunting cabin in Milroy, Pennsylvania. Independence Square Holdings serves individuals, retirement plans, and institutional clients with financial planning, portfolio management, and ERISA advisory services. The firm combines customized and model portfolios with third-party solutions and emphasizes digital platforms and hybrid advisory services.

David Pilaitis is a CFP® with 25 years of industry experience currently at United Capital Financial Advisors. He previously worked at Apexium Financial LP and The Investment Center, Inc. He holds Series 63 and Series 65 licenses. United Capital provides national financial planning and discretionary investment management to a wide range of clients, including individuals, high-net-worth households, retirement plans, and institutional accounts, and offers a platform that supports customization and access to various investment options.

Jordan Norley is a financial advisor with Independence Square Holdings, LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked at firms including LPL Financial, Private Advisor Group, and Equitable Advisors. Norley is the sole owner of Cadrew Wealth Management, which he operates as a tax-related business entity. Independence Square Holdings serves individuals, retirement plans, and institutional clients with financial planning, portfolio management, and pension consulting through a multi-team model of about 40 advisors. The firm’s investment approach combines customized and model portfolios, third-party solutions, and digital platform services including access to alternative investments and digital asset management tools.

Adam Etzel is a financial advisor at JFS Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at PNC Bank for three years. His background also includes roles at Elon University and Elon University School of Law. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm employs a Financial Goal Plan process combined with Modern Portfolio Theory and offers a range of services including continuous investment management, retirement plan fiduciary services, tax preparation, and access to private investment funds.

John Satterfield is a CFP® with 18 years of industry experience currently affiliated with Great Valley Advisor Group, LLC. His prior roles include positions at Valor Asset Management, Stillwater Capital Advisors, Morgan Stanley, and Citigroup Global Markets. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers both discretionary and non-discretionary investment management, combining in-house strategies with third-party managers and platforms to provide tailored portfolio construction and ongoing oversight.

Gregory Stein is a CFP® professional based in Lansdale, PA, with 26 years of industry experience. He has worked at Advisory Services Network since 2018 and previously spent 12 years with RSM US Wealth Management LLC. Stein is a partner in Hinkle, Stein & Associates, LLC, a role he has held since 2018. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. The firm provides a range of portfolio management, financial planning, and consulting services, utilizing various securities and third-party managers to align with clients’ objectives and risk tolerances.

Kenneth Kideckel is a financial advisor with Wealthcare Capital Management LLC, holding 14 years of industry experience. He has been with Wealthcare Capital Management since 2014 and previously worked at Sightline Investments LLC from 2010 to 2014. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser managing approximately $3.93 billion for over 5,600 clients. The firm offers comprehensive financial planning and discretionary portfolio management for individual and high-net-worth clients, as well as retirement plan advisory and investment strategist/model services to intermediaries, utilizing a long-term, evidence-based investment approach that incorporates behavioral economics and model portfolios primarily consisting of ETFs and indexed mutual funds.

Amy Armstrong is a financial advisor at Summit Financial, LLC with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Persimmon Capital Management, L.P. for over two decades before joining Summit Financial. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary authority with consultative services that emphasize advisor-led monitoring and client trade approvals.

John Grimley Jr. is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at BNY Mellon and was a self-employed private investor. Independence Square Holdings serves individuals, retirement plans, and institutional clients, offering financial planning, portfolio management, and pension consulting services. The firm uses a combination of customized portfolios, model portfolios, and third-party solutions, along with advanced digital platforms and alternative investment options.