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® 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.

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 24 years of industry experience. He holds the Series 63 designation and has worked at Managers Distributors, Inc. since 2001 and 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 that includes individuals, pension plans, trusts, charitable organizations, corporations, and government entities. The firm employs a conservative, disciplined dividend-growth investment philosophy across various market-cap strategies and international sleeves, managing over $4 billion in discretionary assets alongside a substantial model portfolio business.

Kyle Webster is a CFP® with 13 years of industry experience, currently serving at Capital Analysts since 2020. His prior roles include positions at Lincoln Investment, Ascensus LLC, and THE Vanguard Group, Inc. Capital Analysts provides investment advisory services to a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through discretionary and non-discretionary approaches, leveraging an in-house Investment Management & Research team and proprietary screening processes.

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.

Kristen Haley is a financial advisor with BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 10 years. Haley operates a wealth management business based in Berwyn, Pennsylvania. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension plans, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory programs, employing a range of investment strategies tailored to client needs.

Thomas Miller is a CFA® charterholder with 11 years of industry experience. He is currently with Girard Advisory Services, LLC and has previously worked at Quasar Distributors, LLC, Union Square Capital Partners, LLC, and Nationwide Fund Distributors LLC. Outside of his advisory role, he is involved in soccer coaching through KAT Associates LLC. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, charitable organizations, pension plans, and business entities. The firm emphasizes asset allocation and diversification, employing a proprietary research process and an Investment Committee to manage portfolios using a range of securities and specialized strategies.

Christopher O'Keefe is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has worked at Logan Capital Management, Inc. since 2019 and previously spent 18 years at Manulife/John Hancock. 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 top-down macroeconomic analysis, proprietary quantitative screens, fundamental research, and technical analysis across various equity and fixed-income strategies.

Jamie Stapf is a financial advisor at Ethos Financial Group, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Almanack Investment Partners, Wells Fargo Advisors, Credit Suisse Securities, and Deutsche Bank Securities. Outside of his advisory role, he is the founder and COO of Praktikant, a software company based in Pennsylvania. Ethos Financial Group serves individuals, trusts, estates, state and municipal entities, and charitable organizations, providing investment management and financial planning services. The firm utilizes model portfolios and index-based Core Allocations to deliver diversified, risk-conscious investment strategies supported by third-party research and optional tax-overlay management.

Ryan Hamilton is a financial advisor at Girard Advisory Services, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Univest Bank and Trust Co and SEI Investments. Outside of his advisory role, Hamilton works as a food delivery driver for Uber Technologies and Grubhub and performs cleaning duties for Maid4ucleaners. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth 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 individual clients, including high-net-worth households, and plan sponsors and participants, emphasizing asset allocation and diversification through a proprietary research process and a range of investment strategies.

Henry Miller Jr. is a financial advisor at Miller Investment Management, LP with nine years of industry experience. He holds a Series 65 designation and has been with Miller Investment Management since 2016. Miller Investment Management provides advisory and supervisory services to individuals, pension plans, foundations, endowments, trusts, business entities, and private pooled vehicles. The firm employs a combination of fundamental and technical analysis through internal committees to guide client allocations, managing both discretionary and non-discretionary assets across a broad range of investment strategies.

Matthew Ioannides is a financial advisor at MyCIO Wealth Partners, LLC, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Jersey Shore Portfolio Management, Olde Silver Tavern, and B2 Bistro, among others. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, pension plans, and charitable organizations. The firm offers a range of portfolio management and financial planning services, focusing mainly on non-discretionary asset allocation and advising multiple affiliated private pooled investment vehicles.

James Colao is a financial advisor with Girard Advisory Services, LLC and holds the CFP® and Series 66 designations. He has 11 years of industry experience, including roles at The Vanguard Group, Inc., Fidelity, Bank of America, and Merrill prior to joining Girard Advisory 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, pension and profit-sharing plans, and business entities. The firm utilizes a proprietary research process and an Investment Committee to tailor portfolios through diversified asset allocation and manages client assets using a range of investment vehicles and specialized strategies, supported by its affiliation with Univest Bank and Trust Co.

Ryan Kraus is a CFA® charterholder with 13 years of industry experience. He currently works at Sage Financial Group Inc. and has previously been employed at Brinker Capital and Lincoln Financial Distributors. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors with investment management and financial planning, including family office services. The firm’s approach is based on fundamental analysis and long-term investment, utilizing a range of vehicles and offering discretionary authority when authorized.

Robert Wurster is a financial advisor at Legacy Advisors, LLC with a Series 65 designation and three years of industry experience. He has worked at Legacy Advisors since 2022 and previously held roles at Savant Wealth Management and Domani Wealth. Outside of his advisory work, he serves as Treasurer of the Lancaster Polo Club. Legacy Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm provides modular financial planning, discretionary and non-discretionary portfolio management, and retirement plan consulting, tailoring advice and portfolios to each client’s objectives and risk tolerance.