Shashi Mehrotra is a CFA® charterholder with 30 years of experience in the financial industry. He has worked at Lincoln Investment since 2017 and previously spent 22 years at Legend Equities Corporation. Mehrotra serves on the board of Aqua Pulsar, advising on technology and strategic decisions, and is a member of the investment committee at Encompass Wealth & Legacy Planning. 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 a variety of programs and utilizes an in-house investment management team that employs proprietary screening processes and model portfolios.

Barry Metrokas Kamison is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Redwood Private Wealth, CoreCap Investments, and CoreCap Advisors, along with operating Metrokas Kamison Associates since 1982. He is also a licensed insurance producer offering fixed annuities and various insurance products. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, using a range of investment strategies and offering negotiable advisor-level fee arrangements.

Benjamin Kollender is a financial advisor at XML Financial Group with one year of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory career, he has been involved in youth sports organizations, including Philadelphia Athletics Youth Sports and Philadelphia Prime Baseball. XML Financial Group provides investment management, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates through a multi-advisor team model and combines fundamental and technical analysis with third-party managers and an internal Investment Committee to tailor portfolios to client objectives.

Christopher Morrissey is a financial advisor at McAdam LLC with eight years of industry experience. He holds a Series 65 designation and has previously served in the U.S. Army Judge Advocate General's Corps. Morrissey has been with McAdam LLC since 2018 and was self-employed prior to that. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, managing client accounts on a discretionary basis with a range of investment exposures including mutual funds, ETFs, individual securities, and private investment funds.

Robert Bildner is a financial advisor at McAdam LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at McAdam LLC since 2014 and Purshe Kaplan Sterling Investments since 2015. 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 primarily through fundamental analysis and a range of investment vehicles tailored to client objectives.

Brenton Stransky is a CFP® with 21 years of industry experience. He is currently affiliated with Independence Square Holdings, LLC and has held roles at LPL Financial, LLC and Private Advisor Group, LLC. In addition to his advisory work, he is engaged as an author. 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 variety of investment strategies, combining in-house portfolio management with third-party managers and algorithmic tools, and offers both discretionary and non-discretionary relationships tailored to client objectives.

Larry Sfinas is a financial advisor with Secure Asset Management, L.L.C. and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 55 years of industry experience and has previously worked at firms including MML Investors Services LLC, Mass Mutual Life Insurance Company, and Securities America, Inc. Outside of his advisory role, he is CEO and salesman of Guardian Academy & Indoor Range, Inc., a gun range and training facility. Secure Asset Management, LLC primarily serves individual clients with personalized financial planning and discretionary investment management, in addition to providing pension consulting for retirement plans. The firm uses a mix of fundamental, technical, and cyclical analysis across various asset classes and often exercises discretionary trading authority, focusing on individual and plan-level consulting rather than traditional corporate clients.

Joseph Fabrizio Jr. is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Legacy Advisors, LLC. His prior experience includes roles at myCIO Wealth Partners and M Holdings Securities, Inc. Legacy Advisors, LLC is a registered investment adviser managing approximately $4.18 billion in client assets. The firm serves pension and corporate retirement plans, charitable organizations, and individual investors, offering portfolio management, financial planning, and retirement plan consulting with a combination of fund, fundamental, and technical analysis.

Jonathan Childs is a financial advisor with Great Valley Advisor Group, LLC, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. His work history includes roles at LPL Financial, The Leaders Group Inc, PRUCO Securities, LLC, and The Prudential Insurance Company of America. Childs also manages non-variable insurance businesses alongside his advisory practice. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm employs individualized portfolio construction with ongoing oversight, combining in-house strategies and third-party managers across various platforms.

Tamara Indianer is a CFP® professional with over 31 years of experience in the financial industry. She is currently with Capital Analysts and has held long-term positions at Lincoln Investment and Managed Benefits Group. Indianer serves on the CRES Committee to promote financial literacy in public schools and is a board member of Neurofibromatosis Northeast, a nonprofit focused on research and clinical care for NF. She also chairs the Vendor Advisory Committee for MASBO, an organization for school business officials. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team, with services ranging from model portfolios to ERISA retirement plan advisory.

William Dulin is a Series 65 licensed advisor with McAdam LLC in Radnor, PA, where he has worked since 2018. He has eight years of industry experience, including a prior role at Berkley Redirect and four years at the University of Hartford. Outside of finance, he serves as an assistant youth lacrosse coach with True Lacrosse. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm employs a multi-team approach with portfolios tailored through fundamental analysis and periodic reviews, incorporating a range of investment vehicles including direct indexing, private funds, and cryptocurrency exposures.

Christopher Briscoe is a CFP® professional with 16 years of experience in financial advising. He has been with Girard Advisory Services, LLC since 2014, serving in roles across affiliated entities including Girard Investment Services. Girard Advisory Services, LLC is a fee-only registered investment adviser offering wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation, diversification, and customized portfolios through a proprietary research process, with investment options spanning equities, fixed income, mutual funds, ETFs, and specialized strategies.

Mark Ayers is a CFP® with 17 years of industry experience. He is currently with Capital Analysts and Lincoln Investment, having previously worked for The Vanguard Group for 15 years. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm utilizes an in-house investment management team to support discretionary and non-discretionary portfolio management, offering model and custom portfolios, third-party manager access, and ERISA retirement plan advisory services.

David Geibel is a financial advisor at Girard Advisory Services, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Girard entities since 2005. Girard Advisory Services, LLC 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 high-net-worth individuals and plan sponsors, emphasizing asset allocation, diversification, and tailored portfolios through a proprietary research process and an Investment Committee.

Kyle Stuckey is a CFP® and PFS™ with 12 years of industry experience. He currently serves as an advisor at Ethos Financial Group, LLC and has previously worked at Almanack Investment Partners, JFS Wealth Advisors, Keller Financial Group, and INVEST Financial Corp. Ethos Financial Group serves individuals, trusts, estates, state and municipal entities, and charitable organizations, providing investment management, financial planning, estate planning, insurance recommendations, and consulting. The firm employs a model portfolio approach with diversified, risk-conscious allocations and incorporates third-party research and optional tax-overlay management in its process.

Nicholas Plawa is a financial advisor at Girard Advisory Services, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Girard Pension Services, LLC, Girard Advisory Services, LLC, and Univest Bank and Trust Co. since 2012. 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 emphasizes asset allocation, diversification, and tailored portfolios through a proprietary research process and offers a range of strategies, including tax-managed direct indexing and options overlays, supported by an Investment Committee and affiliated financial services.

Robert Flood III is a ChFC® credentialed financial advisor with 41 years of industry experience. He is currently affiliated with BLBB Advisors and has previously worked with The Leaders Group Inc, The Gwynedd Company, and Fidelity Federal Planning Corp. Flood is also the owner and principal of LC Advisor, a business involved in marketing and insurance services. BLBB Advisors provides investment management and financial planning to individuals, trusts, corporations, business owners, pension plans, and nonprofit organizations, managing approximately $3.25 billion in client assets. The firm emphasizes asset allocation using a range of risk-based investment objectives and offers specialized strategies such as a Global Macro ETF strategy and an optional equity covered-call overlay.

Joshua Barnes is a financial advisor at Legacy Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Legacy Advisors, he worked at SEI Investments for two years and has an educational background including four years at Boston College and Ocean City High School. Legacy Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm offers modular financial planning and portfolio management, tailoring advice to client objectives using a combination of fundamental and technical analysis across various investment vehicles.

Kevin Mc Dermott is a CFP® with 25 years of experience in the financial industry. He is currently with Kathmere Capital Management, LLC, where he has worked since 2019. Previously, he was affiliated with Private Advisor Group, LLC and LPL Financial. Mc Dermott also has experience providing fixed insurance solutions to clients. Kathmere Capital Management, LLC offers investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional sponsors such as pension plans, endowments, and foundations. The firm employs a top-down, model-portfolio approach primarily using ETFs and no-load mutual funds, and it manages client accounts on both discretionary and non-discretionary bases.

Robert Donnelly is a ChFC® credentialed financial advisor with 37 years of industry experience. He is currently with Kovack Advisors, Inc. and has held roles at Alpha Advisors Alliance, LLC, Woodbury Financial Services, Inc., Questar Asset Management, Questar Capital Corporation, and ProEquities, Inc. Outside of his advisory work, he serves as vice president of the Southhampton Business Association, engaging in local business networking. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, and financial institutions. The firm offers discretionary and non-discretionary asset management with an emphasis on diversified asset-class exposure through mutual funds, ETFs, and other vehicles tailored to client objectives.