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.

Henry Saur is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Wealthcare Advisory Partners LLC. He previously worked at Advice and Planning Services and TIAA-CREF for 13 years each. Outside of his advisory role, he manages a personal portfolio of rental properties through a sole proprietorship. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in assets with a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework, utilizing proprietary tools and quantitative measures to construct long-term portfolios that include a range of investment vehicles and access to alternative and private placement options.

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.

Cathy Rahab is a financial advisor with Girard Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with GIRARD Partners, Ltd since 2014. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification through a proprietary research process and utilizes a range of investment strategies, including tax-managed direct indexing and options overlays, supported by an Investment Committee and affiliated banking and insurance services.

Jackson Crowe is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA, holding a Series 65 designation with less than a year of industry experience. His prior roles include positions at PAX Partners of Raymond James, Airgas, and Drexel University. Outside of advising, he is the sole founder of Blackfeather Strategies, a consulting LLC established as part of a leadership program. MyCIO Wealth Partners serves high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory services including portfolio management, financial planning, and retirement consulting, with a focus on non-discretionary investment management and alternative investment vehicles.

Robert Carroll is a financial advisor at McAdam LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with McAdam since 2014. He also has experience at Madison Avenue Securities and PURSHE KAPLAN STERLING INVESTMENTS. McAdam advises a wide range of clients including individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm offers financial planning, investment management, and retirement plan consulting, managing client portfolios with a focus on fundamental analysis and incorporating both traditional and specialized investment strategies.

Andrew Meehan is a financial advisor with LPL Financial in Croydon, PA, holding Series 63 and Series 65 designations and having 27 years of industry experience. He has been associated with LPL Financial since 2012 and operates Wealthcare Advisory Partners LLC since 2015. Outside of his advisory work, Meehan is active as a musician, performing live and recording music as part of two bands, and he has also been involved in a political campaign as a candidate for the U.S. House of Representatives. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Zachary Mineur is a CFA® charterholder with 11 years of industry experience. He has worked at Independence Square Holdings, LLC since 2019 and previously held roles at The Philadelphia Group and Private Advisor Group, LLC. Outside of his advisory work, he is president and sole owner of Skycity Holdings Ltd, a business involved in land investing and leasing. Independence Square Holdings (dba Independence Square Advisors) serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, and ERISA advisory services. The firm employs a multi-team approach with approximately 40 advisors and uses a combination of customized portfolios, model portfolios, and third-party solutions, including digital platforms and alternative investments.

Jonathan Huang is a financial advisor at MyCIO Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at firms including Rede Partners (Americas) LLC, Eden Global Partners, ICONIQ Capital, and Glenmede Trust Company, N.A. Huang also has a background in education and the arts, having been affiliated with the University of Pennsylvania, Pingry School, and The Juilliard School. 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 access to a wide range of investment vehicles, including mutual funds, private investment funds, and alternative investments.

Christopher Morrissey is a financial advisor at McAdam LLC with eight years of industry experience. He holds a Series 65 designation and has previously served in the U.S. Army Judge Advocate General's Corps. Morrissey has been with McAdam LLC since 2018 and was self-employed prior to that. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, managing client accounts on a discretionary basis with a range of investment exposures including mutual funds, ETFs, individual securities, and private investment funds.

Robert Bildner is a financial advisor at McAdam LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at McAdam LLC since 2014 and Purshe Kaplan Sterling Investments since 2015. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, implementing portfolios primarily through fundamental analysis and a range of investment vehicles tailored to client objectives.

Christopher Holland is a CFA® charterholder with 14 years of industry experience. He is currently with Wealthcare Advisory Partners LLC and has previous experience at Wealth Enhancement Advisory Services, Aepg, M Holdings Securities, Inc., and Muntz Financial, LLC. Wealthcare Advisory Partners LLC offers 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 evidence-based investment strategies that combine passive and active management.

Joseph Fabrizio Jr. is a CFP® and holds a Series 66 license with 12 years of industry experience. He currently works with Legacy Advisors, LLC, where he has been since 2021, and previously spent five years at myCIO Wealth Partners. His professional experience also includes two years at M Holdings Securities, Inc. Legacy Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm offers customized financial planning and portfolio management services, utilizing a mix of fundamental and technical analysis along with various investment vehicles to align with client objectives and risk tolerance.

William Dulin is a Series 65 licensed advisor with McAdam LLC in Radnor, PA, where he has worked since 2018. He has eight years of industry experience, including a prior role at Berkley Redirect and four years at the University of Hartford. Outside of finance, he serves as an assistant youth lacrosse coach with True Lacrosse. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm employs a multi-team approach with portfolios tailored through fundamental analysis and periodic reviews, incorporating a range of investment vehicles including direct indexing, private funds, and cryptocurrency exposures.

Christopher Briscoe is a CFP® professional with 16 years of experience in financial advising. He has been with Girard Advisory Services, LLC since 2014, serving in roles across affiliated entities including Girard Investment Services. Girard Advisory Services, LLC is a fee-only registered investment adviser offering wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation, diversification, and customized portfolios through a proprietary research process, with investment options spanning equities, fixed income, mutual funds, ETFs, and specialized strategies.

Ryan Soehnel is a financial advisor at myCIO Wealth Partners, LLC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at the Wilmington Country Club and educational positions at the University of Delaware and local schools. myCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management and financial planning, with a focus on recommending and monitoring allocations across a range of investment vehicles.

David Geibel is a financial advisor at Girard Advisory Services, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Girard entities since 2005. 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 serves both high-net-worth individuals and plan sponsors, emphasizing asset allocation, diversification, and tailored portfolios through a proprietary research process and an Investment Committee.

Kyle Stuckey is a CFP® and PFS™ credentialed financial advisor with 13 years of industry experience. He is currently with Ethos Financial Group, LLC and previously worked at Almanack Investment Partners, JFS Wealth Advisors, Keller Financial Group, INVEST Financial Corp, and Concourse Financial Group Securities. Ethos Financial Group serves individuals, trusts, estates, state and municipal entities, and charitable organizations by providing investment management, financial planning, estate planning, insurance recommendations, and related consulting. The firm uses a model portfolio approach with diversified, risk-conscious allocations implemented through various investment vehicles and supplements this process with third-party research and operational AI support.

Robert Flood III is a ChFC® credentialed financial advisor with 41 years of industry experience. He is currently affiliated with BLBB Advisors and has previously worked with The Leaders Group Inc, The Gwynedd Company, and Fidelity Federal Planning Corp. Flood is also the owner and principal of LC Advisor, a business involved in marketing and insurance services. BLBB Advisors provides investment management and financial planning to individuals, trusts, corporations, business owners, pension plans, and nonprofit organizations, managing approximately $3.25 billion in client assets. The firm emphasizes asset allocation using a range of risk-based investment objectives and offers specialized strategies such as a Global Macro ETF strategy and an optional equity covered-call overlay.

Joshua Barnes is a financial advisor at Legacy Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Legacy Advisors, he worked at SEI Investments for two years and has an educational background including four years at Boston College and Ocean City High School. 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 and portfolio management, tailoring advice to client objectives using a combination of fundamental and technical analysis across various investment vehicles.