Shawn Dempsey is a financial advisor with Great Valley Advisor Group, LLC, holding Series 65 and Series 63 credentials and 11 years of industry experience. He previously worked at Hornor, Townsend & Kent, Inc. for ten years and is currently associated with Penn Mutual Life Insurance Company. 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, financial planning, and retirement-plan consulting through a large network of advisors, emphasizing individualized portfolio construction and ongoing oversight using a mix of in-house and third-party strategies.

Thomas Walls is a financial advisor with Lombard Advisers Incorporated in Plymouth Meeting, PA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Lombard Advisers since 2000 and has prior experience with North American Life Assurance Co and Mutual of New York dating back to the early 1980s. Outside of his advisory role, he operates Thomas Walls & Associates for tax purposes. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary programs and uses a combination of fundamental, technical, charting, and cyclical analysis to construct and monitor portfolios.

Matthew Lugar is a CFP® professional with 16 years of industry experience. He is currently with Kathmere Capital Management, LLC and has previously worked at TGS Financial Advisors, SEI Investments, Infosys, and Vanguard. Kathmere Capital Management, LLC offers investment management, financial planning, family office services, and retirement plan consulting to both individual clients, including high-net-worth individuals, and institutional sponsors. The firm employs a top-down, model-portfolio approach emphasizing ETFs and no-load mutual funds while allowing for individual securities and private fund investments, with client oversight and routine rebalancing.

Richard Catanese is a financial advisor with Independence Square Holdings, LLC, holding a Series 66 designation and over 25 years of industry experience. He has worked at Independence Square Holdings since 2019 and previously held roles at Private Advisor Group, LLC and LPL Financial. Independence Square Holdings, LLC provides investment advisory, financial planning, pension consulting, and portfolio management services to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory approaches, offering both discretionary and non-discretionary relationships along with access to third-party managers and affiliated private investment funds.

Angela Yang is a CFA® charterholder with two years of industry experience. She is currently with Girard Advisory Services, LLC and has prior experience at Univest Bank, TD Bank, and Firstrust Bank. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, retirement plan consulting, and related services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both individual clients and plan sponsors, emphasizing asset allocation, diversification, and tailored portfolios through a proprietary research process and specialized strategies.

Francis Haas Jr. is a financial advisor with Jacobi Capital Management, LLC, holding Series 63 and Series 66 designations and 27 years of industry experience. His prior roles include positions at LPL Financial, Renaissance Investment Consultants Holding Company, and Williams Financial Group. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts on a limited discretionary basis, combining fundamental security analysis with a multidisciplinary “fusion” approach. The firm offers portfolio management, financial planning, and consulting services, utilizing tactical and opportunistic strategies alongside an advisor-enhanced algorithmic program with automated tax harvesting.

Thomas Mcmanus is a CFP® with 34 years of industry experience, currently serving as an advisor at Capital Analysts. He has been with Lincoln Investment Planning, Inc. and the United States Navy, Naval International since 1991. Outside of his advisory role, he is a member of Axeon Development, LLC, a real estate development business. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with access to third-party managers and utilizes an in-house investment management team employing proprietary screening processes.

Gregory Bender is a financial advisor at Capital Analysts with 14 years of industry experience and holds the Series 66 designation. He has been with Lincoln Investment Planning since 2015 and joined Capital Analysts in 2026. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house Investment Management & Research team to guide investment decisions.

Morris Kaufman is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining IP Financial Advisory Services in 2020, he worked at MerCap Advisors, Inc. and MerCap Securities, LLC since 2017, and H. Beck, Inc. from 2004 to 2016. Outside of his advisory role, he serves on the board of the Rotary Club of Media and operates a life coaching business. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of analytical approaches for customized portfolio construction and also refers clients to unaffiliated third-party investment advisors.

Zachary Candelore is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2019. Outside of advisory work, he is involved in the food service industry as a bartender and server at Moonshine Philly and Jaxx Taproom in Philadelphia. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, managed accounts, and retirement plan consulting, primarily delivered through its network of Investment Advisor Representatives using approved model portfolios and managers.

Anthony Chirchirillo is a CFP® with 25 years of industry experience, currently serving as a financial advisor at McAdam LLC since 2014. Prior to that, he worked at Purshe Kaplan Sterling Investments for 10 years and briefly at Madison Avenue Securities. He is also involved with FishTown1223, LLC, a rental property business. 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, managing client portfolios on a discretionary basis with a diverse range of traditional and specialized investment options.

Benjamin Fair is a financial advisor at Capital Analysts with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lincoln Investment Planning, Inc. since 2008. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs, supported by an in-house investment management team and proprietary research tools.

Peter Cooke is a financial advisor at Logan Capital Management, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Logan Capital Management since 2009. Logan Capital Management is an SEC-registered investment adviser managing approximately $3.1 billion in assets with a 16-advisor team serving about 1,800 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and sub-advisory services, including management of the Logan Capital Broad Innovative Growth ETF, using a blend of top-down macroeconomic analysis and fundamental and technical methods across various equity and fixed-income strategies.

Ralph Cetrulo III is a financial advisor at Sage Financial Group Inc. with 26 years of industry experience. He holds the Series 66 designation and has been associated with Stephano Slack, LLC since 2014. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors by providing investment management and financial planning, including family office services. The firm emphasizes fundamental analysis and long-term investment strategies, and it is notable for advising affiliated private pooled real-estate funds and offering estate-planning services in partnership with a law firm.

Cynthia Miller is a CFP® professional with 14 years of experience in the financial services industry. She is currently with Capital Analysts and has previously worked with Lincoln Investment Planning. Early in her career, she was a captive agent for Genworth Financial, involved briefly in long-term care insurance sales. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm employs an in-house Investment Management & Research team to oversee discretionary portfolios and uses a proprietary mutual-fund screening process, offering customized portfolio solutions and fiduciary services.

Michael Litz is a financial advisor at Girard Advisory Services, LLC with 20 years of industry experience. He previously worked at The Vanguard Group, Inc. for 13 years and has held roles at Girard Investment Services, LLC and Girard Pension Services, LLC. He serves as Treasurer for Haverford Youth Wrestling in Havertown, PA. Girard Advisory Services, LLC is a fee-only registered investment adviser providing wealth management, portfolio 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 multiple investment strategies, and operates as a wholly owned subsidiary of Univest Bank and Trust Co.

James Fives is a financial advisor at Zacks Investment Management, Inc. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at LBMZ Securities, Inc., Orion Portfolio Solutions, and Brinker Capital, as well as a four-year tenure at Loyola University Maryland. Zacks Investment Management provides discretionary portfolio management to a broad client base, including individuals, trusts, retirement plans, and institutional investors. The firm uses proprietary quantitative and qualitative models centered on earnings-estimate revisions across a wide range of strategies and serves both as a direct manager and a provider of indices, model portfolios, and alternative private funds.

Clayton Parrett 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 2015. Outside of his advisory role, he serves as a director and general partner in several non-investment-related businesses, including a banking consulting firm, insurance industry software companies, a fast casual restaurant business, and a music production and publishing company. Miller Investment Management provides investment advisory and supervisory services to individuals, pooled investment vehicles, retirement plans, foundations, endowments, trusts, estates, and business entities. The firm uses a multi-member governance model to establish asset allocations based on client risk tolerance and goals, implementing portfolios with mutual funds, ETFs, active managers, and individual securities.

Andrew Brown is a CFP® with 15 years of industry experience, currently serving as an advisor at Sage Financial Group Inc. since 2010. He holds the Series 65 designation and is based in West Conshohocken, Pennsylvania. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors with investment management and financial planning services. The firm emphasizes fundamental analysis and long-term investment strategies, offers family office services, and acts as adviser to affiliated private pooled real-estate funds.

John Santini is a senior advisor at Ethos Financial Group, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Innovation Partners LLC, Bank of America, Merrill, and Mass Mutual Investors Services. In addition to his advisory role, he is involved in insurance brokerage focusing on individual life, property casualty, and group health insurance. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering investment management and financial planning services. The firm uses model portfolios with diversified, risk-conscious allocations and incorporates third-party research, with some advisors also licensed to implement commission-based products.