Alex Deck is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co, and served in the United States Army National Guard. Outside of advisory work, he is involved as an insurance agent with 1847 Financial, focusing on multi-line insurance products including life, accident, health, and annuities. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach utilizing a variety of platforms and instruments, including ETFs, mutual funds, alternatives, and options-based strategies.

John Krol is a financial advisor with Legacy Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at M Holdings Securities, Inc. and Legacy Advisors since 2006. Krol serves on the boards of The Legacy Foundation and Merakey, and he is board president of Life Tree Pharmacy. Legacy Advisors, LLC manages approximately $4.18 billion in client assets, providing portfolio management, financial planning, retirement plan consulting, and selection-of-other-advisor services. The firm serves pension and corporate retirement plans, charitable organizations, and individual investors, employing a blend of fund, fundamental, and technical analysis alongside manager monitoring and sub-advisory arrangements.

Ralph Schneider is a financial advisor at Capital Analysts with 33 years of industry experience. He holds a Series 63 designation and has been with Lincoln Investment Planning, Inc. since 1992. 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 through various programs and emphasizes an in-house investment management team that operates proprietary screening and model portfolios.

John Loper is a CFP® and ChFC® with 19 years of experience in financial advising. He currently works at Modera Wealth Management, LLC and previously held roles at Lincoln Investment and the CFP Board of Standards. He serves as a board member for the College for Financial Planning, contributing to evaluation and governance in financial education. Modera Wealth Management, LLC provides wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation approach based on Modern Portfolio Theory and combines investment management with in-house accounting and tax services, supporting a broad range of client needs.

Jack Costello is a financial advisor at Ethos Financial Group, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Alden Investment Advisors and J. Alden Associates, Inc. Outside of his advisory role, he works as a freelance writer in a non-investment related capacity. Ethos Financial Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering investment management and comprehensive financial planning through model portfolios and diversified allocation strategies.

Thomas Mchugh is a Series 65-licensed financial advisor at Independence Square Holdings, LLC with 12 years of industry experience. His work history includes roles at Logan Capital Management, Private Advisor Group, and LPL Financial. He is involved in The Philadelphia Group, an entity affiliated with his LPL business. Independence Square Holdings, LLC offers investment advisory, financial planning, pension consulting, and portfolio management services to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory techniques, integrating both in-house portfolio management and third-party options, with a notable emphasis on digital platforms and algorithmic tools.

Michael Slattery is a financial advisor at Independence Square Holdings, LLC with 31 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2013. Independence Square Holdings 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 range of investment strategies and combines in-house portfolio management with LPL-sponsored programs and algorithmic tools, offering both discretionary and non-discretionary client relationships.

Eric Hershman is a financial advisor with Capital Analysts, holding a Series 63 designation and over 43 years of industry experience. He has been with Capital Analysts Incorporated since 2001 and also works with Lincoln Investment since 2012. Outside of advisory services, he owns Hershman & Associates, which focuses on the sales and service of insurance-related products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management through various programs and uses an in-house Investment Management & Research team to guide investment decisions.

Erich Hohenleitner is a Series 65-licensed financial advisor at McAdam LLC in Radnor, PA, with five years of industry experience. He has been with McAdam since 2020 and previously worked at the Adelphia Research Program, AMG Aluminum, McDermott Lawn Care, and Villanova University. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, retirement plan consulting, and implementation support. The firm manages client portfolios using fundamental analysis and includes a range of investment vehicles from mutual funds to specialized exposures such as private investment funds and cryptocurrency-related products.

William Lane III is a financial advisor at Ethos Financial Group, LLC with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Almanack Investment Partners and Wells Fargo Advisors. Outside of advising, he is the founder and CEO of Praktikant, a software company. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering investment management, financial and estate planning, and consulting services through diversified model portfolios and a Core Allocation approach.

David Enos is a financial advisor at Capital Analysts with three years of industry experience. He holds a Series 66 designation and has worked at both Capital Analysts and Lincoln Investment since 2023. Outside of his advisory role, he has been involved with Yards Brewing Company since 2017. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment management team and offers various advisory services through both proprietary and third-party models.

Waheed Gbadamosi is a financial advisor at Santander Securities LLC with a Series 66 designation and four years of industry experience. His background includes roles at Citizens Securities, Inc., NYLIFE Securities LLC, and Santander Bank, NA. He serves as a Supply Specialist in the United States Army National Guard. Santander Securities LLC provides investment advisory services to a broad retail client base, managing approximately $3.14 billion in regulatory assets across over 10,800 client relationships. The firm offers portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products, utilizing a range of third-party discretionary investment managers and an affiliated banking relationship.

Antonio Betancourt is a CFP® with 33 years of industry experience, currently serving at Ethos Financial Group, LLC since 2023. His prior roles include positions at SagePoint Financial and SII Investments, Inc., among others. Outside of his advisory work, he operates a sole proprietorship focused on insurance products. Ethos Financial Group serves a diverse client base including high-net-worth individuals, trusts, and municipalities, offering investment management and financial planning through diversified, risk-conscious portfolios supplemented by third-party research and AI-assisted operations.

Christopher Colasurdo is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at McAdam LLC. He has worked at Madison Avenue Securities since 2025 and was with Purshe Kaplan Sterling Investments from 2014 to 2024. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages client portfolios on a discretionary basis, utilizing a range of investment vehicles including mutual funds, ETFs, independent managers, and alternative assets, and features offerings such as a tiered subscription planning product and monitored use of artificial intelligence tools.

Jacob Hille is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA. He holds a Series 65 designation and has been with MyCIO Wealth Partners since 2024. His prior work experience includes roles at Instacart, DoorDash, and Franklin & Marshall College. MyCIO Wealth Partners provides investment advisory and related planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, tax preparation, and CIO services, with a focus on recommending and monitoring allocations across a variety of investment vehicles.

Brandon Mcfadden is a financial advisor at Bryn Mawr Trust Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Truist Investment Services and BB&T Securities. Bryn Mawr Trust Advisors, LLC is a bank-affiliated SEC-registered investment adviser serving individuals, trusts, foundations, corporations, and institutional clients. The firm offers discretionary investment management and financial planning, using a multi-asset approach that combines strategic and tactical asset allocation with both active and passive managers.

Ryan Tyrell is a financial advisor with Prosperity - An EisnerAmper Company, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at CPA Financial Group, LLC, Commonwealth Financial Network, and EisnerAmper Wealth Management & Corporate Benefits, LLC. He is also president and sole owner of a private entity established to facilitate his fixed insurance business. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, managing about $5 billion in client assets through discretionary and non-discretionary strategies, often employing third-party independent managers and technology platforms.

Adam Soloff is a CFP® with 30 years of experience in the financial services industry. He is currently affiliated with Wealthcare Advisory Partners LLC and has a long tenure at LPL Financial. Soloff is also an author, having published a book titled *Mindful Finance*. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach incorporating patented software and behavioral economics, utilizing both passive and active investment strategies alongside dynamic rebalancing.

Ian Meierdiercks is a financial advisor with StoneX Advisors Inc. and holds Series 63 and Series 65 designations. He has 27 years of industry experience, including over 10 years at StoneX Advisors and 1 year at IM Wealth Partners Investment Advisors LLC. Outside of advisory work, he is involved as a member of a scholarship program LLC supporting children's education. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house private client group. The firm uses a variety of model-based and third-party manager solutions and is part of the broader StoneX Group, which offers integrated clearing, custody, and lending capabilities.

Theodore Piotrowicz is a CFA® charterholder and holds a Series 66 license, with 13 years of industry experience. He has been with Legacy Advisors, LLC since 2012. Outside of his advisory role, he serves on the boards of several charitable foundations, including the Cabot-Kjellerup Foundation and the Abele Family Foundation, where he contributes to governance and funding decisions. Legacy Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm provides modular financial planning, discretionary and non-discretionary portfolio management, retirement plan consulting, and third-party manager oversight, tailoring advice and portfolios to each client’s objectives and risk tolerance.