Joseph Cafiso is a financial advisor at On Investment Management Company with 37 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. He has worked at THE O.N. Equity Sales Company since 2003. Outside of his advisory role, Cafiso is involved as a co-captain at Jewel Charters LLC, offering inshore and offshore fishing trips, and he also works as an insurance agent specializing in life, health, disability, and long-term care insurance. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory platforms including fee-based planning, access to multiple third-party investment programs, and managed account options, serving both discretionary and non-discretionary client relationships.

Juliet Mcglaughlin is a financial advisor at McAdam LLC with Series 63 and Series 65 licenses. She has been with McAdam since 2019 and also serves as an assistant swim coach at Saint Joseph's Preparatory School. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides financial planning, investment management, and retirement-plan consulting, implementing portfolios through fundamental analysis and offering a range of investment strategies tailored to client objectives.

Andrew Keefer is a CFP® and CFA® registered with Bryn Mawr Trust Advisors, LLC, with three years of industry experience. He has worked at Bryn Mawr Capital Management, LLC, WSFS, and Bryn Mawr Trust Company. Bryn Mawr Trust Advisors, LLC is a bank-affiliated SEC-registered investment adviser providing discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm manages a blend of active and passive strategies, utilizing proprietary multi-asset solutions and third-party platforms, and reported approximately $3.51 billion in assets under management as of December 31, 2025.

Susan Green is a CFP® professional with 10 years of industry experience, currently serving at Wescott Financial Advisory Group LLC since 2013. She is based in Cinnaminson, NJ. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies within a tax-sensitive, disciplined process, supported by an in-house research team and individualized Investment Policy Statements.

Cole Hofmann is a financial advisor at Roffman Miller Associates Inc in Philadelphia, PA. He holds a Series 65 designation and has been with Roffman Miller since 2022. Prior to joining the firm, he worked in academic roles at the University of Iowa and Monmouth University. Roffman Miller provides discretionary portfolio management and financial planning 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, utilizing a committee-based process to tailor asset allocation with an emphasis on long-term objectives, diversification, and fundamental research.

Joseph Myers is a financial advisor with Calton & Associates, Inc. in Mount Laurel, NJ, holding a Series 63 registration and 44 years of industry experience. He has worked at Calton & Associates since 2016 and owns Myers & Company, a financial advisory business. Myers serves as a board member of Exit Planning Exchange Philadelphia and is a committee member of the Union League of Philadelphia. He is also on the advisory council of the Mount America Foundation, which supports veterans and military families. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both commissionable brokerage and insurance products alongside advisory services, with investment recommendations tailored to client goals, risk tolerance, and liquidity needs.

Thomas Griffiths is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked with LPL Financial and Associated Securities Corp. since 2008 and 2009, respectively. Outside of his advisory role, he is involved with T & Z Financial, LLC for tax purposes. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

James Gonnason is a financial advisor with Ethos Financial Group, LLC, holding the ChFC® designation and Series 63 license. He has 12 years of industry experience, including roles at Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, Inc. Outside of advisory work, he is involved in life insurance brokerage through his agency, 1847 Financial. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, providing investment management, financial planning, estate planning, and insurance consulting. The firm employs a model portfolio approach with diversified, risk-conscious allocations and supplements its process with third-party research and optional tax overlay management.

Shane Sweigart is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at McAdam LLC. He has held roles at Madison Avenue Securities, Purshe Kaplan Sterling Investments, and operates Sweigart Financial LLC. Outside of his advisory work, he is a 50% partner in a holding company unrelated to investments. McAdam LLC is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct tailored portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a tiered financial-planning subscription alongside alternative investment strategies.

Joseph Gallagher is a CFA® charterholder with nine years of industry experience. He has been with Sage Financial Group Inc. since 2017 and previously worked at J.P. Morgan in various capacities from 2010 to 2017. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors by providing discretionary and non-discretionary investment management and financial planning. The firm’s investment approach is based on fundamental analysis and a long-term purchase orientation, implementing client strategies through mutual funds, ETFs, exchange-traded notes, and independent managers where suitable.

Donald Antonacio is a financial advisor at BCG Securities, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BCG Securities since 2003. BCG Securities serves institutional retirement plans and individual clients, providing portfolio management, financial planning, pension consulting, and wealth management services. The firm focuses on developing or reviewing written investment policy statements and often implements advice on a non-discretionary basis, using third-party managers and various analytical approaches across multiple strategies.

Scott Michalek is a CFP® with 27 years of experience in the financial industry. He has been with Wescott Financial Advisory Group LLC since 1994. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension plans, and corporations. The firm employs an open-architecture, multi-manager investment approach that combines passive and active strategies through a tax-sensitive, disciplined process.

Sherif Shaban is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 license and 14 years of industry experience. He has worked with Guardian Solutions and Mutual of Omaha since 2013. Outside of his advisory role, Shaban operates Shaban Solutions LLC, focusing on insurance services and works with various companies selling Medicare and life insurance products. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting through a network of Investment Advisor Representatives using a range of approved models and platforms.

Drew Paunil is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at McAdam LLC. He has worked at McAdam since 2014 and was previously with Purshe Kaplan Sterling Investments for a decade. Paunil also owns Paunil Enterprises, through which he manages business operations and compensation. 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, utilizing fundamental analysis to construct diversified portfolios that include mutual funds, ETFs, independent managers, and specialized strategies such as direct indexing and private investment funds.

Kevin Crowley is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. He has previously worked at DFPG Investments, LLC, Penn Mutual Life Insurance Company, and Hornor, Townsend & Kent, Inc. Outside of his advisory role, Crowley is involved in operating March FWD LLC, a securities business, and also writes traditional insurance through Fixed Insurance. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base including individuals, corporations, pension plans, and small business owners. The firm employs a tactical diversification investment approach using a mix of internal models and third-party solutions across multiple platforms and offers a broad range of portfolio management and consulting services.

Ronald Taraborrelli is a CFP® professional with 29 years of experience in the financial services industry. He joined Stratos Wealth Advisors LLC in 2024, following roles at The Vanguard Group and Fidelity Investments. Beyond his advisory work, he serves as Director of Finance for Filitalia International, an organization dedicated to preserving the history and heritage of the Italian-American community. Stratos Wealth Advisors provides financial planning and portfolio management services to individuals, trusts, retirement plans, not-for-profits, corporations, and institutional clients through customized and model portfolios. The firm is affiliated with SEI and offers integrated investment solutions utilizing third-party managers and a variety of platforms.

Robin Lane is a CFA® charterholder with 24 years of industry experience. He has worked at Copeland Capital Management, LLC since 2014 and also has experience with Vigilant Distributors, LLC and Northern Lights Distributors, LLC. Copeland Capital Management is an SEC-registered investment adviser managing discretionary portfolios for a diverse client base including individuals, pension plans, trusts, and institutional entities. The firm employs a conservative, dividend-growth investment approach using fundamental, quantitative, macro, and technical analysis across various market-cap strategies, managing over $4 billion in discretionary assets and providing model portfolios for an additional $3.7 billion.

Scott Lermack is a financial advisor at Pine Valley Investments with 21 years of industry experience. He holds the Series 66 designation and has worked at Pine Valley Investments since 2020 and at TIAA since 2014. Outside of his advisory role, he is involved with Pine Valley Planning, an insurance-related business. Pine Valley Investments provides discretionary portfolio management, pension consulting, and related advisory services to individuals, pension plans, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and quantitative analysis to tailor portfolios and manages assets through direct management and subadvisory arrangements.

Thomas Riley is a financial advisor at Legacy Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Legacy Advisors since 2013. Riley also retains a life insurance agent role related to renewal commissions from prior self-employment. Legacy Advisors, LLC manages approximately $4.18 billion in client assets and serves pension and corporate retirement plans, charitable organizations, and both high-net-worth and non-high-net-worth individual investors. The firm provides portfolio management, financial planning, and retirement plan consulting, combining fund, fundamental, and technical analysis with ongoing manager monitoring and offers both discretionary and non-discretionary management services.

Muhammad Sheikh is a financial advisor with Santander Securities LLC in Conshohocken, PA, holding Series 63 and Series 66 designations and three years of industry experience. His background includes roles at Santander Bank, JP Morgan Chase, Lasership, and Bleu Cafe. Outside of advisory work, he is a licensed notary. Santander Securities LLC serves a broad retail client base, offering investment advisory services, portfolio management through wrap-fee programs, and financial planning. The firm employs third-party discretionary managers and provides clients access to securities-based lending and insurance products.