Dustin Dowling is a financial advisor with Ethos Financial Group, LLC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Almanack Investment Partners, Dominion Investor Services, Inc., and Peters Wealth Advisors, LLC. He is also licensed as an insurance agent and sells various insurance products, including life, disability, and long-term care insurance. Ethos Financial Group serves individuals, trusts, estates, governmental entities, and charitable organizations by providing investment management, financial planning, estate planning, and consulting services. The firm employs a model portfolio approach with diversified, risk-conscious allocations and incorporates third-party research and AI tools for operational support.

Dylan Welsh is a financial advisor at Girard Advisory Services, LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at eMONEY ADVISOR, Univest Bank & Trust Co., and TD Bank. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation, diversification, and portfolio customization through a proprietary research process and an Investment Committee, offering a variety of strategies including traditional equities, fixed income, and alternative approaches such as tax-managed direct indexing and options overlays.

Edward Munch is a financial advisor with Nations Financial Group, Inc. in Wayne, PA, holding a Series 66 designation and 10 years of industry experience. He worked at Wells Fargo Advisors from 2015 to 2019 before joining Nations Financial Group in 2019. Outside of his advisory role, he is also an employee at McClockey Financial Group, where he engages in research, client reporting, order entry, and technology support. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a range of proprietary model portfolios and offers tailored investment strategies combining discretionary and non-discretionary management options.

Michael Carberry is a financial advisor at Integrity Advisory Solutions with 28 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including LPL Financial, Gladstone Wealth Partners, Oppenheimer, Morgan Stanley, and Wells Fargo Clearing. Carberry has also provided investment advisory services through independent advisory firms associated with Gladstone Wealth. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, utilizing fundamental and technical analysis alongside various asset-allocation strategies.

Mark Frombach is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He has been with Roffman Miller Associates Inc. since 2006. Roffman Miller Associates provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a committee-based investment approach focused on long-term objectives, diversification, and fundamental research, managing approximately $2.9 billion across about 1,560 client relationships.

Renee Bowen is a financial advisor at Girard Advisory Services, LLC with eight years of industry experience. She has been with Girard Partners, Ltd since 2017 and worked as a consultant from 2016 to 2017. Bowen holds a Series 65 designation. 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 employs a proprietary research process and an Investment Committee to guide portfolio construction, offering a range of strategies including tax-managed indexing and options overlays, while maintaining affiliated relationships that enable recommendations across banking, trust, brokerage, and insurance services.

Marc Leven is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with Aprio Wealth Management, LLC, where he has worked since 2019, following previous roles at UBS Financial Services and VOYA Financial Advisors. He is also a partner at Griffen Avenue Ventures, a venture capital firm focused on banking and investment. Aprio Wealth Management provides advisory services to individuals, retirement plans, trusts, estates, charities, and businesses, emphasizing tailored portfolio management and long-term purchasing power preservation. The firm is part of a broader group that integrates tax, accounting, and benefits consulting services, managing approximately $1.57 billion in assets under advisement.

Theodore Beringer is a financial advisor at BC Advisors, LLC with 52 years of industry experience. He has been associated with MAFG RIA Services, Inc. since 1992 and The Mid-Atlantic Companies, Ltd. since 1980. In addition to his advisory role, he is a partner in Strategic Business Advisors, focusing on investment banking and mergers and acquisitions, and serves on the board of directors for Sloan Valve Company. BC Advisors, LLC provides investment advisory services, portfolio analysis, and consolidated performance reporting to a diverse client base including individuals, trusts, pension and profit-sharing plans, and corporations. The firm employs a fundamental analysis approach complemented by charting and cyclical analysis, offering a broad range of investment strategies and conducting ongoing due diligence and quarterly reviews.

Alani Sewell is a financial advisor at Capital Analysts with 17 years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise and Lincoln Investment Planning, Inc. She has been with Lincoln Investment Planning, Inc. since 2009. 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 through a nationwide network of independent advisors and in-house investment management.

Stephen Ference Jr. is a financial advisor with Stonex Advisors Inc. and IM Wealth Partners, holding Series 63, 65, and 66 licenses and bringing 10 years of industry experience. He has worked with StoneX Securities Inc. since 2016 and has prior experience at Cetera Wealth Services and MSI Financial Services. Outside of his advisory roles, he assists with investment and insurance business activities through IM Wealth Partners. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm offers both discretionary and non-discretionary solutions through independent advisors and an in-house Private Client Group, utilizing proprietary and third-party model portfolios with platforms like Envestnet and Advyzon.

Stephen Bach is a financial advisor with Capital Analysts and holds the CFP® designation along with Series 63 and Series 66 licenses. He has 25 years of industry experience, primarily with Lincoln Investment Planning, Inc., where he has worked since 2001. Bach serves as a board member and treasurer for Grace Bible Fellowship Church, participating in the oversight of the church’s finances and operations. 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, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Jennifer Rosen is a financial advisor at Logan Capital Management, Inc. with 12 years of industry experience. She holds a Series 65 designation and has been with Logan Capital Management since 2012. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for a diverse client base, including high-net-worth individuals, retirement plans, and institutional investors. The firm employs a combination of macroeconomic analysis, proprietary quantitative screens, fundamental research, and technical analysis across various equity and fixed-income strategies.

James O'Donoghue is a financial advisor with BCG Securities, Inc. He holds the Series 66 designation and has 16 years of industry experience. He has worked at BCG Securities since 2015 and also with Horace Mann Companies since 2019. Outside of his advisory work, he occasionally drives for Lyft, providing rides to friends and commuters. BCG Securities serves institutional retirement plans and individual clients, typically those with accounts over $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes developing written investment policy statements and tailoring advice to client goals, often through non-discretionary management.

Brian Biehl is a CFP® with 34 years of experience in the financial services industry. He is currently with Capital Analysts and has previously worked at Lincoln Investment, Questar Asset Management, Meeder Advisory Services, Merrill, Wells Fargo Clearing, and Icon Advisers. 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, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Jeffrey Peng is a CFA® charterholder with 19 years of industry experience. He has been with 1919 Investment Counsel, LLC since 2007. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, pension plans, and public or government-related entities. The firm focuses on customized portfolios emphasizing liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and a range of complementary strategies.

James Silvagni is a financial advisor at Advisor Share Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at GWN Securities, Inc., Equity Services Inc, and National Life Group. Outside of his primary role, he is involved with several ventures including an informational website on retirement topics and a federal retirement education initiative. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and institutional plans. The firm employs third-party sub-advisers and model portfolios, provides alternative and private investment options, and supports clients on both discretionary and non-discretionary bases.

David Forrest is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Simplicity Wealth and Evergreen Retirement Solutions. Forrest is also the founder and CEO of Doctor Protectors, LLC, a firm providing insurance solutions and advice to physicians, dentists, and affluent individuals. Additionally, he serves as a board member for the Walnut Farms Homeowners Association. Simplicity Wealth serves a broad client base including individuals, high-net-worth investors, retirement plans, and institutional investors. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios that are monitored and rebalanced regularly, as well as technology and operational services for other advisors.

David Mcgonigle is a financial advisor at Copeland Capital Management, LLC with 25 years of industry experience. He holds a Series 63 designation and has worked at Managers Distributors, Inc. since 2001 and at Rorer Asset Management, LLC from 1999 to 2009. Copeland Capital Management is an SEC-registered investment adviser managing discretionary portfolios for a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a conservative dividend-growth investment approach across various market-cap strategies and international sleeves, managing over $4 billion in discretionary assets and offering model portfolios and advisory services for an additional $3.7 billion.

Joseph Radico is a financial advisor at McAdam LLC with five years of industry experience. He holds a Series 65 designation and has worked at McAdam since 2020. Prior to his advisory role, Mr. Radico held positions at Comcast National Call Center, Springfield Country Club Golf Course, Temple University, and Springfield High School. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios across a multi-advisor platform and offers a tiered weekly financial-planning subscription alongside access to alternative and specialized investment strategies.

Martin Moyers is a CFP® professional with 26 years of experience in the financial services industry. He has worked at Roffman Miller Associates Inc since 2020 and previously held roles at PNC Wealth Management and Charles Schwab Bank. Based in Philadelphia, PA, Moyers holds the Series 63 and Series 65 licenses. Roffman Miller Associates serves individual and high-net-worth clients along with retirement plans, trusts, estates, charitable organizations, and corporations, generally focusing on accounts at or above $1,000,000. The firm employs a team-oriented investment approach with an active Investment Committee, emphasizing long-term objectives, diversification, and fundamental security selection.