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.

John Lawton is a financial advisor at BLBB Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BLBB Advisors since 2006, following a prior role at Burke, Lawton, Brewer & Burke. His outside activities include serving as Chair of the Endowment Committee at the Presbyterian Church of Chestnut Hill and holding multiple trustee and finance roles at Williamson College of Trades and Camp Tecumseh. BLBB Advisors provides investment management and financial planning services to individuals, trusts, corporations, business owners, pension plans, and non-profit organizations, managing approximately $3.25 billion in client assets. The firm emphasizes asset allocation through multiple risk-based investment objectives and employs a range of strategies including individualized portfolios, Global Macro ETF strategies, and an equity covered-call overlay option.

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 Certified Financial Planner® with 14 years of industry experience. She has been with Capital Analysts since 2018 and also holds a long-standing association with Lincoln Investment Planning dating back to 2011. Early in her career, she worked briefly as an agent for Genworth Financial, focusing on long-term care insurance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm combines discretionary investment management by its in-house team with non-discretionary services via advisors and third-party managers, utilizing a proprietary fund screening process called CAPSL.

Michael Litz is a financial advisor with Girard Advisory Services, LLC, holding Series 63, Series 66, and Series 65 credentials and 21 years of industry experience. His career includes over a decade at The Vanguard Group and roles at Girard Investment Services and Girard Pension Services. He serves as treasurer for Haverford Youth Wrestling. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and pension plans. The firm offers wealth management, financial planning, and retirement consulting, emphasizing asset allocation and diversified portfolios supported by a proprietary research process and an Investment Committee.

James Fives is a financial advisor at Zacks Investment Management, Inc. with four years of industry experience. He holds the Series 66 designation and has worked at LBMZ Securities, Inc., Orion Portfolio Solutions, and Brinker Capital. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, managing mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across a broad range of strategies and offers services through wrap-fee and unified managed account programs.

Clayton Parrett is a financial advisor at Miller Investment Management, LP with 10 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 general partner and director 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 advisory and supervisory services to individuals, pension plans, foundations, endowments, trusts, business entities, and private pooled vehicles. The firm employs a combination of fundamental and technical analysis in managing client portfolios, offers retirement plan consulting, and acts as general partner and sponsor for multiple private funds investing across public securities, private equity, and real estate.

Andrew Brown is a CFP® professional with 16 years of industry experience, currently serving at Sage Financial Group Inc. since 2010. He holds a Series 65 license and is based in West Conshohocken, PA. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors through discretionary and non-discretionary investment management and financial planning. 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, including a Qualified Opportunity Fund.

Alec Weiss is a financial advisor with Arkadios Wealth Advisors who holds a Series 66 credential and has 12 years of industry experience. His prior roles include positions at Cetera and VOYA Financial Advisors. Weiss serves as a head coach for the Lower Merion Soccer Club. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a range of portfolio management strategies and combines fundamental, technical, and cyclical investment analysis.

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.

Sean Morrissey is a CFP® with 15 years of industry experience. He is a financial advisor at McAdam LLC and has also worked at Madison Avenue Securities and Purshe Kaplan Sterling Investments. Morrissey is based in Radnor, PA. 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 mutual funds, ETFs, independent managers, and individual securities, offering a tiered weekly financial-planning subscription and access to alternative and specialized investment strategies.

Peter Gaertner is a CFP®-credentialed financial advisor with 16 years of industry experience. He currently works at Roffman Miller Associates Inc and has previously held roles at Bryn Mawr Capital Management, Affinity Wealth Management, Mercap Securities, Delaware State University, and Coastal Equities. Roffman Miller Associates provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.9 billion across 1,560 client relationships, utilizing a committee-based investment process focused on long-term goals, diversification, and fundamental research.

Robert Cellucci is a CFP® credentialed financial advisor with 26 years of industry experience, currently with Wedbush Securities Inc. He has previously worked at B. Riley Wealth Advisors, Stifel Nicolaus & Co, Janney Montgomery Scott, and Ameriprise Advisor Services. Outside of his advisory role, he is associated with MJB Wealth Management Group, a marketing name for Wedbush Securities. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of portfolio management and clearing services across various asset classes.

Timothy Chubb Jr. is a Series 65-licensed advisor with Girard Advisory Services, LLC, bringing 13 years of industry experience. He has been with the Girard organization since 2012, including a role at Girard Pension Services, LLC since 2019. 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 focuses on asset allocation, diversification, and customized portfolios using a proprietary research process, offering a range of strategies and access to affiliated and independent advisors within a corporate structure tied to Univest Financial Corporation.

Thomas Mc Crea is a financial advisor with Great Valley Advisor Group, LLC in Berwyn, PA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Great Valley Advisor Group, he worked at Good Life Advisors, LLC and LPL Financial LLC. Great Valley Advisor Group is an SEC-registered, multi-team 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 using a range of in-house strategies and third-party managers.

Patrick Melvin is a CFP® with 16 years of experience in financial advising. He is currently with Grimes & Company and previously worked at Brighton Jones, The Vanguard Group, Modera Wealth Management, and Equity Services. Grimes & Company provides discretionary portfolio management and financial planning to a diverse client base, including individual and institutional clients such as charitable organizations, pension plans, and government entities. The firm employs proprietary research to build customized investment strategies across mutual funds, ETFs, individual securities, and private funds, and it also serves other investment advisers as clients and offers affiliated insurance, tax, and trustee services.

Christin Hinckle is a financial advisor at Wedbush Securities Inc. with 10 years of industry experience. She holds the Series 66 designation and has held positions at firms including B. Riley Wealth Management and Merrill. Outside of finance, she works part-time as a sales associate at an Urban Outfitters store in Philadelphia. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm delivers portfolio management tailored to client objectives and risk tolerances, along with custodial, clearing, and prime services.

Alan Gubernick is a financial advisor at Prosperity - An EisnerAmper Company with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at firms including Commonwealth Financial Network and EisnerAmper. Outside of his advisory role, Gubernick serves on the boards of several nonprofit organizations, including the Anti-Defamation League and Philadelphia Youth Basketball. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $5 billion in assets with a focus on asset allocation and diversification, using both discretionary and non-discretionary management alongside third-party independent managers and technology platforms.

Jason Lipka is a financial advisor at Kathmere Capital Management, LLC with 25 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. His prior experience includes roles at Principal Securities Inc., Principal Life Insurance Company, Vanguard Advisers, and Purshe Kaplan Sterling Investments. Kathmere Capital Management provides investment management, financial planning, family office services, and retirement plan consulting to individuals and institutional sponsors. The firm employs a top-down, model-portfolio approach primarily using ETFs and mutual funds, while also managing private fund allocations and offering client-level oversight.

Joseph England is a financial advisor with Prosperity - An EisnerAmper Company, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Commonwealth Financial Network, CPA Investment Advisors Inc, and EisnerAmper Wealth Management & Corporate Benefits, LLC. He serves as a board member at Gwynedd Mercy University. Prosperity - An EisnerAmper Company advises individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, managing approximately $5 billion in client assets across a team of about 63 advisors.