Cristina Barsony is a financial advisor at Girard Advisory Services, LLC in Philadelphia, PA, holding a Series 65 designation with four years of industry experience. Her career includes roles at Univest Bank and Trust Co and M&T Bank. Girard Advisory Services, LLC is a fee-only registered investment adviser that offers wealth 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 provides access to specialized strategies and affiliated banking and insurance services through its parent company structure.

Henry Yocum is a Series 65-licensed financial advisor with McAdam LLC, based in Radnor, PA, and has five years of industry experience. Prior to joining McAdam in 2020, he held positions at TD Ameritrade, First Command Services, and Election Systems & Software. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm employs a discretionary investment approach with diversified asset allocations and incorporates specialized exposures such as direct indexing and private investment funds.

Christopher Morello is a CFP®, ChFC®, and Series 65-licensed financial advisor with 17 years of industry experience. He has been with MyCIO WEALTH PARTNERS, LLC since 2006. MyCIO Wealth Partners provides investment advisory and related planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and institutional Chief Investment Officer services, focusing primarily on non-discretionary asset management and a diverse range of investment vehicles.

Valeri Boclair is a financial advisor at Bryn Mawr Trust Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group for 27 years. His recent roles include positions at Bryn Mawr Capital Management and Ascensus LLC. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other business entities. The firm offers customized investment strategies using a range of vehicles including independent managers, mutual funds, ETFs, and private fund platforms, and serves as a sub-adviser to WSFS Bank’s Wealth division and other financial entities.

William Mcgowan is a financial advisor at Modera Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Modera since 2022. Prior to his current role, he held various positions including multiple engagements with The Catholic University of America and roles at Skyline Tools LLC and Carmines Pizzeria. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios of mutual funds, ETFs, individual debt securities, and selected equities tailored to client objectives and risk tolerance.

George Harris III is a financial advisor with Sage Financial Group Inc. in West Conshohocken, PA, holding a Series 65 designation and 14 years of industry experience. He has worked at Sage Financial Group since 2012. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors, providing discretionary and non-discretionary investment management and financial planning. The firm offers family office services and is noted for its advisory role to affiliated private pooled real estate funds, employing a long-term, fundamental investment approach.

John Porrecca is a financial advisor at StoneX Advisors Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at MetLife Securities, Inc. from 2004 to 2017 before joining StoneX Advisors in 2017. Outside of his advisory role, he serves as secretary and board member for Aidan's Heart Foundation, assisting with quarterly meetings and an annual charitable event. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA consulting through a combination of independent advisors and an in-house Private Client Group. The firm utilizes various investment platforms and managers to implement strategies tailored to client needs while supporting multiple account structures and model-based solutions.

Maureen Kozak is a Certified Financial Planner® with 33 years of industry experience. She has been with Nations Financial Group, Inc. since 2009. Outside of her advisory role, she is an owner of St Joseph Realty Partners, LLC, where she maintains books and records. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach utilizes proprietary model portfolios combined with outside manager options, tailored by its advisers to client objectives, risk tolerance, and liquidity needs.

John Steigerwald is a CFP® certificant with 22 years of industry experience. He has been affiliated with Legacy Advisors, LLC and M HOLDINGS SECURITIES, Inc. since 2012. Outside of his advisory role, he serves as the treasurer for Saint Anthony Youth, a nonprofit organization. Legacy Advisors serves individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors with modular financial planning and portfolio management. The firm customizes advice using fundamental and technical analysis and a diverse mix of investment vehicles while providing ongoing monitoring, rebalancing, and comprehensive planning services.

Michael McAdam is a financial advisor with McAdam LLC in Radnor, PA, holding a Series 66 designation and 25 years of industry experience. He has worked at Madison Avenue Securities, Purshe Kaplan Sterling Investments, and currently at McAdam LLC since 2014. McAdam LLC serves 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 with a diversified approach that includes mutual funds, ETFs, individual securities, and alternative investments.

Kerry Cahill is a financial advisor at Beacon Capital Management, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Spc and Midland National Life Insurance Company. Cahill also manages a rental property in Florida outside of his advisory work. Beacon Capital Management provides third-party model portfolio management and discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm utilizes mechanical, data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.

Thomas Foglia III is a financial advisor at JFS Wealth Advisors, LLC with 26 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Prior to joining JFS Wealth Advisors in 2021, he spent 14 years at Integer Wealth Advisors Group, LLC, and 15 years with TAF Associates, LLC/IWA Group, LLC. JFS Wealth Advisors is a multi-team registered investment adviser that provides wealth management, investment advisory, and financial planning services to individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal governments. The firm uses a client-specific Financial Goal Plan supported by an internal Investment Committee and employs Modern Portfolio Theory to guide portfolio allocations.

Andrew Damico is a CFA® charterholder with 13 years of industry experience. He is currently with Roffman Miller Associates Inc, where he has worked since 2022. His prior roles include positions at Wells Fargo Clearing Services and Hartford Funds Distributors. Roffman Miller Associates provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.9 billion across about 1,560 client relationships, using a committee-based investment process focused on long-term objectives, diversification, and fundamental research.

Francisco Agrest is a financial advisor at Elm Wealth based in Philadelphia, PA. He holds a Series 65 designation and has been working in the industry since 2022. Prior to joining Elm Wealth in 2025, he held roles at Perchwell, AvantStay, and WeWork, as well as studying at Columbia University. Elm Wealth manages approximately $3.02 billion in discretionary assets, serving a diverse client base including individual and high-net-worth investors, pooled investment vehicles, and an exchange-traded fund. The firm employs a rules-based, dynamic asset allocation strategy across multiple investment vehicles, combining ETF advisory, fund management, and customized managed accounts.

David Gradzki is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He has been with Roffman Miller Associates Inc since 2021. Outside of financial advising, he has managed an LLC related to a family rental property. Roffman Miller Associates serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and corporations, typically working with accounts at or above $1 million. The firm emphasizes a team-based investment approach, focusing on long-term objectives, diversification, and fundamental security selection, with portfolios primarily constructed from individual stocks and bonds.

Anthony Feudo is a financial advisor at Bryn Mawr Trust Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Bryn Mawr Capital Management, Veritable, LP, The Vanguard Group, Morgan Stanley, Thomas Jefferson University Hospital, and La Salle University. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation that provides discretionary investment management and financial planning to individuals, trusts, foundations, corporations, and institutional clients. The firm offers customized investment policy statements implemented through a proprietary multi-asset approach combining active and passive managers, ETFs, and selected independent managers.

Steven Jolley is a financial advisor with The Ascent Group, LLC, holding a Series 66 credential and 14 years of industry experience. He has worked at The Ascent Group since 2019 and is also employed by OSAIC and Triad Advisors. Outside of finance, Jolley serves as a radio color analyst for Red Bull New York and acts as a matchday evaluator for Major League Soccer, along with coaching youth soccer locally. The Ascent Group is a registered investment adviser managing approximately $4.93 billion, offering a range of services including investment management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, and corporate clients. The firm utilizes mutual funds, ETFs, individual securities, and model portfolios, delivering services through a network of advisor representatives and third-party managers.

Grant Boyle is a CFP® and Series 65-registered advisor with six years of industry experience. He has been with Kathmere Capital Management, LLC since 2018, following earlier roles at Northwestern Mutual and USLI. Boyle also worked at Germantown Cricket Club and Saint Joseph’s University prior to his financial services career. Kathmere Capital Management provides investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional sponsors such as pension plans, endowments, and foundations. The firm employs a top-down, model-portfolio approach primarily utilizing ETFs and no-load mutual funds, while offering discretionary and non-discretionary account management.

John Cisick is a financial advisor at ON Investment Management Company with three years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes positions at Burton and The O.N. Equity Sales Company. Outside of advising, he is involved in individual life insurance sales and group benefits through various companies. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary investment programs.

Erik Lindholm is a financial advisor with Independence Square Holdings, LLC and holds Series 63 and 65 licenses. He has 30 years of industry experience, including roles at LPL Financial, Private Advisor Group, and Ameriprise Financial Services. Outside of his advisory role, he provides fixed insurance services. Independence Square Holdings, LLC offers investment advisory, financial planning, pension consulting, and portfolio management to a diverse client base that includes individuals, retirement plans, corporations, charitable organizations, and government entities. The firm employs a range of investment strategies and combines in-house portfolio management with third-party manager selections and algorithmic tools, featuring a strong digital and platform orientation.