David Forrest is a Series 66-credentialed financial advisor with nine years of industry experience. He is currently with Simplicity Wealth and Evergreen Retirement Solutions, and he is the founder and CEO of Doctor Protectors, LLC, which provides insurance solutions and advice to physicians, dentists, and affluent individuals. He also serves as a board member for the Walnut Farms Homeowners Association. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as other financial firms. The firm offers a broad range of advisory services and employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, while also providing technology and operational support to other advisers through its managed account platform.

David Mcgonigle is a financial advisor at Copeland Capital Management, LLC with 24 years of industry experience. He holds a Series 63 designation and has worked at Managers Distributors, Inc. and Rorer Asset Management, LLC since 2001 and 1999, respectively. Copeland Capital Management provides discretionary and non-discretionary portfolio management, model-delivery, and sub-advisory services to a range of clients including individuals, high-net-worth clients, pension plans, trusts, foundations, corporations, and institutional investors. The firm employs a conservative, dividend-growth oriented investment approach that incorporates fundamental, quantitative, macroeconomic, and technical analysis across various market-cap strategies and fixed-income/balanced allocations.

Kyle Webster is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Capital Analysts since 2018. He previously worked at The Vanguard Group for six years and had a brief tenure at Ascensus LLC. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, providing discretionary and non-discretionary portfolio management through various programs and custom solutions. The firm’s investment approach is supported by an in-house research team and proprietary screening processes, with a focus on tailored advisory services and fiduciary responsibilities.

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 10 years of industry experience. He currently works at Girard Advisory Services, LLC and has previously been employed 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 his ownership of KAT Associates LLC. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides 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 employs a proprietary research process and an Investment Committee to tailor portfolios primarily using large-cap stocks, domestic and international equities, fixed income, and other investment vehicles, and is a wholly owned subsidiary of Univest Bank and Trust Co.

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 with Ethos Financial Group, LLC and holds Series 66 and Series 63 credentials. He has 27 years of industry experience, including roles at Almanack Investment Partners and Wells Fargo Advisors. Outside of advising, he is the founder and COO of Praktikant, a software company based in Pennsylvania. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, providing investment management, financial planning, and consulting services. The firm employs a model portfolio approach focused on diversified, risk-conscious allocations and integrates third-party research and AI tools for operational support.

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, high-net-worth clients, pension and profit-sharing plans, foundations, endowments, trusts, business entities, and private pooled vehicles. The firm employs a combination of fundamental and technical analysis through internal committees to set client allocations, managing both discretionary and non-discretionary assets and acting as a general partner and sponsor of multiple private funds investing across public securities, private equity, and real estate.

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 CFP® with 10 years of experience in the financial services industry. He is currently with Girard Advisory Services, LLC and has previously worked at The Vanguard Group, Fidelity, Bank of America, and Merrill. 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 emphasizes asset allocation, diversification, and tailored portfolios through a proprietary research process and offers a range of investment and planning services to both high-net-worth and individual clients.

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 three years of industry experience. He holds a Series 65 designation and has previously worked 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 offers modular financial planning, discretionary and non-discretionary portfolio management, and retirement plan consulting, tailoring advice and portfolios to clients’ objectives using a variety of investment strategies.

Brian Hungarter is a CFP® professional with six years of industry experience, currently serving at Girard Advisory Services, LLC since 2019. His prior roles include positions at Keeney Financial Group, Arena Strength & Conditioning, Legacy Advisors, and The Glenmede Trust Company. Girard Advisory Services, LLC is a fee-only registered investment adviser offering wealth management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes a proprietary research process and investment committee to tailor portfolios through diversified asset allocation, serving both high-net-worth individuals and plan sponsors.

James Pelletier is a financial advisor at Wedmont Private Capital with 12 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2016 to 2019 before joining Wedmont in 2019. Wedmont Private Capital provides financial planning and discretionary investment management to individuals, charities, corporations, and employee benefit plans. The firm uses a fixed advisory fee for integrated planning and portfolio services, combining a primarily passive investment approach with selective specialized strategies tailored to client objectives.

Ethan Kohanik is a financial advisor at MyCIO Wealth Partners, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Equitable Advisors. MyCIO Wealth Partners provides investment advisory and planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm emphasizes non-discretionary portfolio management and offers a range of investment options including private pooled vehicles and alternative investments.

Bryan Cooney is a CFP® with 11 years of industry experience, currently serving as a financial advisor at McAdam LLC. He has worked at McAdam since 2014 and previously at Purshe Kaplan Sterling Investments. Cooney holds the Series 66 designation. 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 using mutual funds, ETFs, independent managers, and individual securities, and offers a tiered weekly financial-planning subscription alongside access to alternative and specialized investment strategies.

Matteo Petrillo is a Series 66-licensed financial advisor with Regal Investment Advisors LLC, based in Audubon, NJ, with 19 years of industry experience. He worked at Boenning & Scattergood for 10 years before joining Regal Investment Advisors in 2018. Outside of his advisory role, he is a 50% partner in a real estate investment involving a 10-unit apartment building. Regal Investment Advisors, operating as LionShare, provides discretionary investment management services to independent advisers and other registered firms, serving a diverse client base including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios, allowing financial advisers to select and oversee investment strategies on behalf of their clients.