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.

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.

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.

Steven Cacciutti is a financial advisor with Consolidated Portfolio Review Corp, holding a Series 66 designation and 13 years of industry experience. His career includes roles at WSFS Wealth Investments, Commonwealth Financial Network, and Ameriprise Financial Services. Consolidated Portfolio Review serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, financial planning, and a range of investment approaches implemented by independent advisors using strategic asset allocation and fundamental and technical analysis.

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.

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.

Andrew Bass is a financial advisor at Nations Financial Group, Inc. He holds a Series 65 credential and has two years of industry experience. Prior to joining Nations Financial Group, Mr. Bass worked at Bryn Mawr Trust Advisors, Bryn Mawr Capital Management, and Cypress Capital Management. Nations Financial Group provides advisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a range of portfolio management and consulting services, utilizing in-house model portfolios and third-party managers across various investment strategies and risk profiles.

Travis Boyer is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Wealthcare Advisory Partners since 2018 and has a history with LPL Financial dating back to 2010. Outside of his advisory role, Boyer owns a federal firearms license business. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach supported by proprietary software and quantitative metrics, combining passive and active investment strategies along with dynamic rebalancing.

Matthew Hepburn is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds the Series 65 designation and previously worked at Peak American Investment Advisors, Inc. and Peak American Financial Group, Inc. He is involved in insurance sales through Peak American Financial Group. Portfolio Medics manages approximately $552.7 million for about 3,700 clients and employs a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, using a mix of strategic and tactical investment approaches across various model portfolios and strategies.

Jason Thompson is a financial advisor at McAdam LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at McAdam LLC since 2014, including a prior role at Purshe Kaplan Sterling Investments. Thompson also provides life insurance and fixed annuity product strategies as an independent contractor. McAdam LLC is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning and investment management across a multi-advisor platform with approximately $2.29 billion in discretionary assets, utilizing fundamental analysis and a range of investment vehicles tailored to client risk tolerance and objectives.

Blaine Mooney is a CFP® with four years of industry experience, currently serving as a financial advisor at Girard Advisory Services, LLC. His prior experience includes roles at Roffman Miller Associates, Inc., KBW, and Natixis. Girard Advisory Services, LLC is a fee-only registered investment adviser providing wealth management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification, utilizing a proprietary research process and an Investment Committee to tailor portfolios, and is a wholly owned subsidiary of Univest Bank and Trust Co.

Henry Saur is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Wealthcare Advisory Partners LLC. He previously worked at Advice and Planning Services and TIAA-CREF for 13 years each. Outside of his advisory role, he manages a personal portfolio of rental properties through a sole proprietorship. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in assets with a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework, utilizing proprietary tools and quantitative measures to construct long-term portfolios that include a range of investment vehicles and access to alternative and private placement options.