Shane Sweigart is a CFP® professional with 18 years of industry experience, currently serving at McAdam LLC. He has held advisory roles at Madison Avenue Securities and Purshe Kaplan Sterling Investments, among others. Outside of his advisory duties, he is a partner and 50% owner of SK & Associates, LLC, a holding company for real estate properties. McAdam LLC advises 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, utilizing discretionary portfolio management with a diverse range of investment vehicles and incorporating specialized exposures such as private investment funds and cryptocurrency.

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 Series 66-licensed financial advisor with 14 years of industry experience. He is affiliated with Mutual of Omaha Investor Services, Inc. and has worked with Guardian Solutions and Mutual of Omaha since 2013. Outside of his advisory role, he operates Shaban Solutions LLC, providing insurance services, and works with various companies offering Medicare plans and life insurance products. Mutual of Omaha Investor Services, Inc. serves individuals, corporations, and qualified retirement plans with financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and combines advisory services with broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

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® with 29 years of experience in the financial services industry. He is currently with Stratos Wealth Advisors LLC, joining the firm in 2024 after roles at The Vanguard Group and Fidelity Investments. Outside of advisory work, he serves as Director of Finance for Filitalia International, an organization focused on preserving Italian-American heritage. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives. The firm offers customized financial planning and portfolio management using a combination of in-house strategies and third-party managers.

Robin Lane is a CFA® charterholder with 24 years of industry experience. He is currently a principal and marketing manager at Copeland Capital Management, LLC, where he has worked since 2014. His prior roles include positions at Vigilant Distributors, LLC, Northern Lights Distributors, LLC, Lockwood Financial Services, Inc., and BNY Mellon Advisors, Inc. 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 disciplined dividend-growth investment philosophy across multiple market-cap and international strategies, overseeing over $4 billion in discretionary assets and delivering model portfolios for approximately $3.7 billion in assets under advisement.

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 licenses and three years of industry experience. His prior work includes roles at JP Morgan Chase and Santander Bank, NA. He is also a licensed notary. Santander Securities LLC serves a broad retail client base, offering investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm provides investment management mainly via the FMAX wrap-fee platform in partnership with Fidelity Institutional Wealth Adviser and Envestnet Asset Management.

Robert Hofmann is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Roffman Miller Associates Inc since 2004. He holds Series 63 and Series 65 licenses and is based in Philadelphia, PA. Roffman Miller Associates 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, employing a committee-based investment process focused on long-term objectives, diversification, and fundamental research.

Isaac Jones is a financial advisor with Pine Valley Investments in Marlton, NJ, holding Series 63 and Series 66 credentials and 13 years of industry experience. He previously worked at Odyssey Capital Advisors and Merrill. Outside of finance, he is involved in athletic training through Jones Sports Training LLC and serves on the board of Impact Services Corporation as well as on the facilities committee at Cardinal O'Hara High School. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and quantitative analysis and offers access to private funds and third-party managers, serving a diverse client base including other advisers.

Zachary Tierno is a Series 65-licensed financial advisor with six years of industry experience, currently with MyCIO Wealth Partners, LLC since 2019. His prior work includes roles at Resource America and Rutgers University. MyCIO Wealth Partners provides investment advisory and planning services to high-net-worth individuals, trusts, pension plans, and charitable organizations, focusing primarily on non-discretionary portfolio management across a range of investment vehicles including mutual funds, private funds, and alternative investments.

Daniel Guy is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Ethos Financial Group, LLC since 2022. Prior to joining Ethos, he worked for six years at Almanack Investment Partners. Outside the financial industry, he manages an online hobby site through TCIS, LLC. Ethos Financial Group provides investment management and financial planning services to individuals, trusts, estates, municipal entities, and charitable organizations. The firm employs a model portfolio approach combining index-based exposures and offers both discretionary and non-discretionary management, supplemented by third-party research and tax-overlay options.

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.

Joseph Duncan is a financial advisor at Pine Valley Investments with 14 years of industry experience. He holds Series 65 and Series 66 licenses and worked previously at Merrill from 2006 to 2009. Outside of his advisory role, he owns Reaction Lacrosse, where he teaches lacrosse fundamentals and runs camps and clinics for local youth teams. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm employs a range of strategies using fundamental, technical, and quantitative analysis and manages both directly held accounts and pooled investment vehicles.

William Walker is a financial advisor with United Capital Financial Advisors in Langhorne, PA. He holds the CFP® and ChFC® designations, as well as a Series 66 license, and has 15 years of industry experience. His prior work includes positions at Mass Mutual Investors Services and METLIFE SECURITIES Inc. He is also involved in selling fixed insurance products including life, health, disability, annuities, and long-term care. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, supported by client-facing technology and research.

Paula Hocker is a financial advisor with Capital Analysts in Jenkintown, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1992. Outside of her advisory role, she owns an antiques business. Capital Analysts serves retail and institutional clients, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisors and firm-managed programs. The firm utilizes both discretionary and non-discretionary investment approaches supported by an in-house research team and proprietary screening processes.