Clare Diamond is a CFP® with 13 years of industry experience and is currently with Kathmere Capital Management, LLC, where she has worked since 2019. Her prior roles include positions at Private Advisor Group, LLC, LPL Financial, and Janney Montgomery Scott, LLC. She holds Series 63 and Series 66 licenses and engages in fixed insurance activities related to client needs. 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. The firm utilizes a top-down, model-portfolio approach with an Investment Department and Committee overseeing asset allocation, employing primarily ETFs and no-load mutual funds alongside individual securities and private fund allocations.

Jerry Glasser is a financial advisor at Capital Analysts with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and Lincoln Investment prior to his current roles. Glasser is also the owner of Guardian Path Wealth Management LLC, a marketing business related to his Lincoln Investment activities. 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, and retirement-plan advice through a nationwide network of advisors and an in-house investment management and research team.

Christopher Hines is a CFA® charterholder with 9 years of industry experience. He has been with HBKS Wealth Advisors since 2017 and previously worked at Locust Capital Management from 2016 to 2017. Hines holds a Series 63 license and is based in Conshohocken, PA. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and a specialized high-net-worth service called Level 3. The firm employs a broad range of strategies across multiple platforms and provides educational materials, affiliated business services, and sub-advisory support to third-party advisers.

Leonard Rizzotti is a CFP® with 42 years of industry experience, currently serving at Capital Analysts in Horsham, PA. He has been with Lincoln Investment Planning, Inc. since 2004. Rizzotti is also a board member of the PSADA Foundation, a nonprofit organization where he provides investment recommendations for the foundation's scholarship mutual fund portfolio without compensation. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a network of independent advisors and in-house investment management using a proprietary mutual fund screening process.

Cody Diamore is a financial advisor at McAdam LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Madison Avenue Securities and Purshe Kaplan Sterling Investments prior to his current role. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses fundamental analysis to manage portfolios across mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial-planning model along with access to alternative and specialized investment strategies.

Lauren Doolan is a Certified Financial Planner® with 13 years of industry experience. She is currently a financial advisor at McAdam LLC, where she has worked since 2014, and previously held a role at Purshe Kaplan Sterling Investments. Doolan also operates Doolan Financial, an LLC she created for marketing and advertising purposes. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses fundamental analysis to construct portfolios with a range of investment vehicles and offers a tiered weekly financial-planning subscription alongside alternative and specialized strategies.

Chad Polin is a financial advisor with Kingswood Wealth Advisors, LLC, and holds Series 63 and Series 65 licenses. He has 26 years of industry experience and has previously worked at firms including Truist Advisory Services, LPL Financial, and Cetera Investment Services. Outside of his advisory role, he serves as an assistant football coach for a high school freshman team and is involved in volunteer recordkeeping. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers customized investment advice on both discretionary and non-discretionary bases through an open-architecture platform and integrates insurance-linked account management alongside traditional portfolio management and financial planning services.

Dustin Dowling is a financial advisor at Ethos Financial Group, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Almanack Investment Partners, Dominion Investor Services, Inc., and Peters Wealth Advisors, LLC. In addition to his advisory role, he is licensed as an insurance agent and sells various insurance products including life and long-term care insurance. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering both discretionary and non-discretionary investment management along with financial and estate planning. The firm utilizes index-based, diversified model portfolios supplemented by 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.

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® with 15 years of industry experience, currently serving at Aprio Wealth Management, LLC. He previously worked at UBS Financial Services for seven years before joining Aprio in 2019. Outside of his advisory role, he is a partner at Griffen Avenue Ventures, a venture capital and banking partnership. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities, employing asset allocation along with various trading techniques and offering access to sub-advised strategies and private investments. The firm is noted for its affiliation with a third-party administrator/pension consulting business and serves as a 3(21) adviser with approximately $1.57 billion in assets under advisement.

Alani Sewell is a financial advisor at Capital Analysts with 17 years of industry experience. She holds the Series 66 designation and has worked with Lincoln Investment Planning, Inc. since 2009, following a year at Ameriprise. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and employs both discretionary and non-discretionary investment management approaches.

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 CFP® professional with 25 years of experience in financial advising, currently affiliated with Capital Analysts. He has been with Lincoln Investment Planning, Inc. since 2001. Outside of his advisory role, he serves as Treasurer and a board member on the finance committee of Grace Bible Fellowship Church in Wallingford, PA. Capital Analysts provides investment management and advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management through proprietary investment models and third-party managers, supported by institutional relationships and a nationwide network of independent advisors.

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.

Brian Biehl is a CFP® professional with 34 years of industry experience, currently serving at Capital Analysts. His prior roles include positions 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 provides portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and proprietary investment strategies.

Jeffrey Peng is a CFA® charterholder based in Philadelphia, PA, with 18 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 a diverse client base, including high-net-worth individuals and institutional clients. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and integration with its parent company, Stifel Financial Corp.

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.