Thomas McGroarty is a financial advisor with Nations Financial Group, Inc., holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He previously worked at Wells Fargo Advisors for eight years before joining Nations Financial Group in 2023. McGroarty is also the owner of McGroarty Investment Group, which offers investment and advisory services. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm uses proprietary model portfolios combined with outside managers, allowing advisors to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Daniel Baxter is a financial advisor at Ritholtz Wealth Management with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Ritholtz Wealth Management, he worked at The Vanguard Group and has a background including roles outside the financial sector. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm emphasizes a goal-based investment approach using diversified, low-cost ETFs and incorporates behavioral finance principles alongside digital platforms for portfolio implementation and management.

Michael Mc Dermott is a financial advisor at Kathmere Capital Management, LLC with 29 years of industry experience. He holds the CFP® designation along with Series 63 and 66 licenses. His prior roles include positions at Private Advisor Group, LLC and LPL Financial, LLC. Mc Dermott is also the author of the book "Financial Advisors are NOT Created Equal." Kathmere Capital Management, LLC provides investment management, financial planning, family office services, and retirement plan consulting to individuals—including high-net-worth clients—and institutional sponsors. The firm employs a top-down, model-portfolio process using ETFs, no-load mutual funds, and other investment vehicles, while also managing pooled investment vehicles such as the Kathmere Private Markets Fund 2024 LP.

Richard Buchwald is a CFA® charterholder and holds a Series 65 license with 25 years of experience in the financial services industry. He has been with Logan Capital Management, Inc. since 2000. Logan Capital Management is an SEC-registered investment adviser managing approximately $3.1 billion in assets with a team of 16 advisors serving around 1,800 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and sub-advisory services, and is adviser to the Logan Capital Broad Innovative Growth ETF. Its investment approach integrates top-down macroeconomic analysis with fundamental and technical methods across various equity and fixed-income strategies, employing model portfolios with defined buy/sell disciplines and periodic rebalancing.

Kelly Hansen is a financial advisor with Legacy Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Legacy Advisors, Hansen worked at PFS Investments Inc. and has been involved in the restaurant industry, including ownership of Craneo Rose Decor. Legacy Advisors serves individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors with tailored financial planning and portfolio management services. The firm employs a mix of fundamental and technical analysis, utilizing mutual funds, ETFs, independent managers, and private funds to meet client objectives.

Marc Luciani is a financial advisor with Great Valley Advisor Group, LLC who holds a Series 66 license and has 14 years of industry experience. His previous roles include positions at Dumont & Blake Investment Advisors LLC, Covered Bridge Advisors, LLC, and Cantor Fitzgerald Wealth Partners. He serves as a board member of Potential Inc., a school for children with autism. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing both in-house strategies and third-party platforms.

Monica Pedano is a financial advisor with Independence Square Holdings, LLC and holds a Series 63 designation. She has 32 years of industry experience, including roles at LPL Financial and Private Advisor Group, LLC. Outside of her advisory work, she serves as a varsity golf coach at The Shipley School and is a board member of the Andy Talley Foundation Tee off With Talley golf tournament. Independence Square Holdings serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, pension consulting, and ERISA advisory services. The firm operates as a multi-team adviser offering customized and model portfolios, access to third-party managers, and makes extensive use of digital platforms and alternative investment options.

Christopher Lundmark is a financial advisor at Independence Square Holdings, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Ameriprise and Wells Fargo Advisors. Outside of his advisory work, he has a business ownership interest in a hunting cabin in Pennsylvania. Independence Square Holdings serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, and pension consulting. The firm operates with multiple teams offering a blend of customized portfolios, model portfolios, and third-party solutions, incorporating extensive digital and platform services.

Steven Cacciutti is a financial advisor with Consolidated Portfolio Review Corp, holding a Series 66 designation and 13 years of industry experience. His career includes roles at WSFS Wealth Investments, Commonwealth Financial Network, and Ameriprise Financial Services. Consolidated Portfolio Review serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, financial planning, and a range of investment approaches implemented by independent advisors using strategic asset allocation and fundamental and technical analysis.

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 Independence Square Holdings, LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked at firms including LPL Financial, Private Advisor Group, and Equitable Advisors. Norley is the sole owner of Cadrew Wealth Management, which he operates as a tax-related business entity. Independence Square Holdings serves individuals, retirement plans, and institutional clients with financial planning, portfolio management, and pension consulting through a multi-team model of about 40 advisors. The firm’s investment approach combines customized and model portfolios, third-party solutions, and digital platform services including access to alternative investments and digital asset management tools.

Adam Etzel is a financial advisor at JFS Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at PNC Bank for three years. His background also includes roles at Elon University and Elon University School of Law. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm employs a Financial Goal Plan process combined with Modern Portfolio Theory and offers a range of services including continuous investment management, retirement plan fiduciary services, tax preparation, and access to private investment funds.

John Satterfield is a CFP® with 18 years of industry experience currently affiliated with Great Valley Advisor Group, LLC. His prior roles include positions at Valor Asset Management, Stillwater Capital Advisors, Morgan Stanley, and Citigroup Global Markets. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers both discretionary and non-discretionary investment management, combining in-house strategies with third-party managers and platforms to provide tailored portfolio construction and ongoing oversight.

Gregory Stein is a CFP® professional based in Lansdale, PA, with 26 years of industry experience. He has worked at Advisory Services Network since 2018 and previously spent 12 years with RSM US Wealth Management LLC. Stein is a partner in Hinkle, Stein & Associates, LLC, a role he has held since 2018. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. The firm provides a range of portfolio management, financial planning, and consulting services, utilizing various securities and third-party managers to align with clients’ objectives and risk tolerances.

Amy Armstrong is a financial advisor at Summit Financial, LLC with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Persimmon Capital Management, L.P. for over two decades before joining Summit Financial. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary authority with consultative services that emphasize advisor-led monitoring and client trade approvals.

John Grimley Jr. is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at BNY Mellon and was a self-employed private investor. Independence Square Holdings serves individuals, retirement plans, and institutional clients, offering financial planning, portfolio management, and pension consulting services. The firm uses a combination of customized portfolios, model portfolios, and third-party solutions, along with advanced digital platforms and alternative investment options.

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.

Travis Boyer is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Wealthcare Advisory Partners since 2018 and has a history with LPL Financial dating back to 2010. Outside of his advisory role, Boyer owns a federal firearms license business. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach supported by proprietary software and quantitative metrics, combining passive and active investment strategies along with dynamic rebalancing.

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.