Caley Burke is a financial advisor at Jefferies Investment Advisers LLC with 12 years of industry experience. He holds the CFA® designation and Series 66 license. His prior experience includes roles at J.P. Morgan Securities and JP Morgan Chase Bank. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process that covers a broad range of topics from tax and estate planning to executive compensation and philanthropic planning.

Monica Pedano is a financial advisor with Independence Square Holdings, LLC, holding a Series 63 designation and over 32 years of industry experience. Her prior experience includes roles at LPL Financial and Private Advisor Group, LLC. Outside of advisory work, she serves as a varsity golf coach at The Shipley School and is a board member of the Andy Talley Foundation. 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 combines fundamental, quantitative, technical, and modern portfolio theory approaches, providing both discretionary and non-discretionary solutions along with digital tools and access to third-party managers and private investment funds.

Christopher Lundmark is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Ameriprise and Wells Fargo Advisors. Outside of his advisory role, he owns a hunting cabin in Milroy, Pennsylvania. Independence Square Holdings, LLC 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 combining fundamental, quantitative, technical, and modern portfolio theory approaches, and it offers both discretionary and non-discretionary relationships tailored to client objectives.

Dara Federici is a Series 66 licensed financial advisor with Capital Analysts, based in Marlton, NJ, and has two years of industry experience. Prior to her advisory role, she has worked in various service positions including as a food server at Filomena's Cucina Rustica in Berlin. Capital Analysts serves a diverse client base including individuals, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management supported by an in-house investment management and research team.

Steven Cacciutti is a financial advisor at Alden Investment Group with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms, including WSFS Wealth Investments, Commonwealth Financial Network, and Ameriprise. Outside of his advisory work, he has been involved in managing rental properties. Alden Investment Advisors serves individual clients, retirement plans, non-profit entities, and other advisors by providing portfolio management, retirement-plan advisory, and fee-only financial planning services. The firm uses a customized asset allocation approach combining proprietary strategies with third-party managers, delivered primarily through its Alden COVE platform.

Jonathan Markoe is a financial advisor at Pine Valley Investments with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J Alden Associates, Purshe Kaplan Sterling Investments, Bank of America, and Merrill Lynch. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and quantitative analysis to tailor portfolios and offers services such as model portfolios, performance reporting, and third-party manager allocation.

David Pilaitis is a CFP® with 25 years of industry experience currently at United Capital Financial Advisors. He previously worked at Apexium Financial LP and The Investment Center, Inc. He holds Series 63 and Series 65 licenses. United Capital provides national financial planning and discretionary investment management to a wide range of clients, including individuals, high-net-worth households, retirement plans, and institutional accounts, and offers a platform that supports customization and access to various investment options.

Jordan Norley is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has been affiliated with LPL Financial since 2011 and also leads Independence Square Holdings, LLC, an independent investment advisory firm he founded in 2019. Norley has prior experience with Private Advisor Group, LLC and Cadrew Wealth Management. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Kevin Millard is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Stratos Wealth Advisors LLC since 2021. Prior to joining Stratos, he worked at TIAA-CREF from 2012 to 2021. He is also a partner and wealth advisor at Emeritus Wealth Management, an investment advisory firm based in Philadelphia. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions. The firm offers investment management, financial planning, and insurance consulting through a network of supervised independent advisory representatives, utilizing both bespoke and model portfolios and a range of affiliated and third-party subadvisers.

Wayne Lesage Jr. is a CFP® and CFA® with 13 years of industry experience, currently serving at Waverly Advisors, LLC. He previously worked at Coho Partners and Quasar Distributors, LLC. He is also an adjunct professor at Villanova University, teaching corporate finance. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors and $29.9 billion in assets under management. The firm serves individual clients, retirement plans, and pooled investment vehicles, offering a range of portfolio management, financial planning, and multi-family office services that integrate traditional and alternative investment strategies.

John Grimley Jr. is a financial advisor at Independence Square Holdings, LLC with four years of industry experience. He previously worked at BNY Mellon and was a self-employed private investor. Grimley holds Series 63 and Series 65 designations. Independence Square Holdings, LLC serves individuals, retirement plans, corporations, charitable organizations, and government entities by providing investment advisory, financial planning, pension consulting, and portfolio management services. The firm uses a range of investment strategies and combines in-house portfolio management with third-party programs, emphasizing digital platforms and algorithmic tools to tailor solutions to client needs.

Darek Koleda is a ChFC® credentialed advisor with eight years of industry experience, currently serving at Pine Valley Investments since 2022. He is the owner of Koleda Tax LLC d/b/a Fanty, Koleda & Associates, a tax and financial firm that occupies the majority of his time. Koleda has held positions at prior firms including Avantax Advisory Services and Lane Hipple - Wealth Management Group. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm employs a variety of analytical approaches and trading strategies, manages pooled investment vehicles and affiliated private funds, and offers sub-advisory and referred client services under discretionary authority.

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.

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.

Thomas Stoner is a financial advisor at Bryn Mawr Trust Advisors, LLC with a Series 65 designation. He has been in the industry since 2025, having previously worked at Foster Victor Wealth Advisors and Bryn Mawr Trust. Before entering the financial sector, he spent several years in education and also was involved with the business 1-900-ICE-CREAM. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser affiliated with WSFS Financial Corporation. The firm provides discretionary investment management, financial planning, retirement-plan fiduciary services, and participant account management to a broad range of clients, including high-net-worth individuals, trusts, foundations, corporations, and institutional clients.

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.

Gordon Hill is a financial advisor with Capital Analysts, holding Series 63 and Series 65 designations and three years of industry experience. Prior to joining Capital Analysts, he worked at Lincoln Investment and Primerica Advisors. Outside of finance, he has experience running a photography business. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm employs an in-house investment management team that oversees discretionary model portfolios and offers custom portfolio solutions, with a range of services including advisor-managed models, access to third-party managers, and ERISA retirement plan advisory services.

Garrett Spangler is a financial advisor at Bryn Mawr Trust Advisors, LLC with seven years of industry experience. He holds the Series 66 designation and has worked previously at West Capital Management and The Erb Law Firm. He also has a long-term affiliation with Delaware Valley University. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, foundations, corporations, and other entities. The firm offers diversified portfolio management using independent managers, mutual funds, ETFs, and private fund platforms, and serves as a sub-adviser to WSFS Bank’s Wealth division as well as other advisers and trust companies.

Sebastian Dovi is a Series 65-licensed financial advisor at McAdam LLC with five years of industry experience. His prior roles include positions at FRG (Frank Retirement Group), HomeLoan Bank FSB, and academic affiliations with the London School of Economics and Brown University. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm typically manages client assets on a discretionary basis, employing fundamental analysis and incorporating a range of investment strategies including direct indexing, private funds, and cryptocurrency exposure.