Thomas Mcmanus is a CFP® with 34 years of industry experience, currently serving as an advisor at Capital Analysts. He has been with Lincoln Investment Planning, Inc. and the United States Navy, Naval International since 1991. Outside of his advisory role, he is a member of Axeon Development, LLC, a real estate development business. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with access to third-party managers and utilizes an in-house investment management team employing proprietary screening processes.

Gregory Bender is a financial advisor at Capital Analysts with 14 years of industry experience and holds the Series 66 designation. He has been with Lincoln Investment Planning since 2015 and joined Capital Analysts in 2026. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house Investment Management & Research team to guide investment decisions.

Morris Kaufman is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining IP Financial Advisory Services in 2020, he worked at MerCap Advisors, Inc. and MerCap Securities, LLC since 2017, and H. Beck, Inc. from 2004 to 2016. Outside of his advisory role, he serves on the board of the Rotary Club of Media and operates a life coaching business. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of analytical approaches for customized portfolio construction and also refers clients to unaffiliated third-party investment advisors.

Zachary Candelore is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2019. Outside of advisory work, he is involved in the food service industry as a bartender and server at Moonshine Philly and Jaxx Taproom in Philadelphia. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, managed accounts, and retirement plan consulting, primarily delivered through its network of Investment Advisor Representatives using approved model portfolios and managers.

Anthony Chirchirillo is a CFP® with 25 years of industry experience, currently serving as a financial advisor at McAdam LLC since 2014. Prior to that, he worked at Purshe Kaplan Sterling Investments for 10 years and briefly at Madison Avenue Securities. He is also involved with FishTown1223, LLC, a rental property business. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, managing client portfolios on a discretionary basis with a diverse range of traditional and specialized investment options.

Lisa Broome is a CFP® with 18 years of industry experience and is currently with BLBB Advisors in Montgomeryville, PA. She has been involved with GoalQuesTe, LLC since 2014. BLBB Advisors serves individuals, trusts, corporations, business owners, pension plans, and non-profit organizations, managing approximately $3.25 billion in client assets. The firm emphasizes asset allocation with risk-based investment objectives and offers various strategies, including a Global Macro ETF approach and an equity covered-call overlay for income generation.

Benjamin Fair is a financial advisor at Capital Analysts with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lincoln Investment Planning, Inc. since 2008. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs, supported by an in-house investment management team and proprietary research tools.

John Lawton is a financial advisor at BLBB Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BLBB Advisors since 2006, following a prior role at Burke, Lawton, Brewer & Burke. His outside activities include serving as Chair of the Endowment Committee at the Presbyterian Church of Chestnut Hill and holding multiple trustee and finance roles at Williamson College of Trades and Camp Tecumseh. BLBB Advisors provides investment management and financial planning services to individuals, trusts, corporations, business owners, pension plans, and non-profit organizations, managing approximately $3.25 billion in client assets. The firm emphasizes asset allocation through multiple risk-based investment objectives and employs a range of strategies including individualized portfolios, Global Macro ETF strategies, and an equity covered-call overlay option.

Ralph Cetrulo III is a financial advisor at Sage Financial Group Inc. with 26 years of industry experience. He holds the Series 66 designation and has been associated with Stephano Slack, LLC since 2014. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors by providing investment management and financial planning, including family office services. The firm emphasizes fundamental analysis and long-term investment strategies, and it is notable for advising affiliated private pooled real-estate funds and offering estate-planning services in partnership with a law firm.

Cynthia Miller is a CFP® professional with 14 years of experience in the financial services industry. She is currently with Capital Analysts and has previously worked with Lincoln Investment Planning. Early in her career, she was a captive agent for Genworth Financial, involved briefly in long-term care insurance sales. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm employs an in-house Investment Management & Research team to oversee discretionary portfolios and uses a proprietary mutual-fund screening process, offering customized portfolio solutions and fiduciary services.

Michael Litz is a financial advisor at Girard Advisory Services, LLC with 20 years of industry experience. He previously worked at The Vanguard Group, Inc. for 13 years and has held roles at Girard Investment Services, LLC and Girard Pension Services, LLC. He serves as Treasurer for Haverford Youth Wrestling in Havertown, PA. Girard Advisory Services, LLC is a fee-only registered investment adviser providing wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification, using a proprietary research process and multiple investment strategies, and operates as a wholly owned subsidiary of Univest Bank and Trust Co.

James Fives is a financial advisor at Zacks Investment Management, Inc. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at LBMZ Securities, Inc., Orion Portfolio Solutions, and Brinker Capital, as well as a four-year tenure at Loyola University Maryland. Zacks Investment Management provides discretionary portfolio management to a broad client base, including individuals, trusts, retirement plans, and institutional investors. The firm uses proprietary quantitative and qualitative models centered on earnings-estimate revisions across a wide range of strategies and serves both as a direct manager and a provider of indices, model portfolios, and alternative private funds.

Clayton Parrett 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 2015. Outside of his advisory role, he serves as a director and general partner in several non-investment-related businesses, including a banking consulting firm, insurance industry software companies, a fast casual restaurant business, and a music production and publishing company. Miller Investment Management provides investment advisory and supervisory services to individuals, pooled investment vehicles, retirement plans, foundations, endowments, trusts, estates, and business entities. The firm uses a multi-member governance model to establish asset allocations based on client risk tolerance and goals, implementing portfolios with mutual funds, ETFs, active managers, and individual securities.

Andrew Brown is a CFP® with 15 years of industry experience, currently serving as an advisor at Sage Financial Group Inc. since 2010. He holds the Series 65 designation and is based in West Conshohocken, Pennsylvania. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors with investment management and financial planning services. The firm emphasizes fundamental analysis and long-term investment strategies, offers family office services, and acts as adviser to affiliated private pooled real-estate funds.

John Santini is a senior advisor at Ethos Financial Group, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Innovation Partners LLC, Bank of America, Merrill, and Mass Mutual Investors Services. In addition to his advisory role, he is involved in insurance brokerage focusing on individual life, property casualty, and group health insurance. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering investment management and financial planning services. The firm uses model portfolios with diversified, risk-conscious allocations and incorporates third-party research, with some advisors also licensed to implement commission-based products.

Sean Morrissey is a CFP® with 15 years of industry experience. He is a financial advisor at McAdam LLC and has also worked at Madison Avenue Securities and Purshe Kaplan Sterling Investments. Morrissey is based in Radnor, PA. 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 mutual funds, ETFs, independent managers, and individual securities, offering a tiered weekly financial-planning subscription and access to alternative and specialized investment strategies.

Peter Gaertner is a CFP®-credentialed financial advisor with 16 years of industry experience. He currently works at Roffman Miller Associates Inc and has previously held roles at Bryn Mawr Capital Management, Affinity Wealth Management, Mercap Securities, Delaware State University, and Coastal Equities. Roffman Miller Associates provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.9 billion across 1,560 client relationships, utilizing a committee-based investment process focused on long-term goals, diversification, and fundamental research.

Robert Cellucci is a CFP® with 25 years of experience in the financial services industry. He is currently with Wedbush Securities Inc. and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Stifel Nicolaus & Co. Inc. He operates under the marketing name MJB Wealth Management Group, associated with Wedbush Securities. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors. The firm offers brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets, combining broker-dealer functions with custody, clearing, and prime services.

Timothy Chubb Jr. is a Series 65-licensed advisor with Girard Advisory Services, LLC, bringing 13 years of industry experience. He has been with the Girard organization since 2012, including a role at Girard Pension Services, LLC since 2019. 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 focuses on asset allocation, diversification, and customized portfolios using a proprietary research process, offering a range of strategies and access to affiliated and independent advisors within a corporate structure tied to Univest Financial Corporation.

Matthew Little is a financial advisor with Main Street Financial Solutions, LLC, holding a Series 66 designation and bringing 21 years of industry experience. His previous roles include positions at Merrill and Bank of America, N.A. He serves as an advisory board member for the Lakeside Home Owners Association, a nonprofit cooperative in New Jersey. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, and business entities. The firm employs an academic-based, multi-asset class investment approach that emphasizes low-cost passive ETFs alongside actively managed funds and individual securities, tailoring portfolios to client objectives and risk profiles.