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.

Marco Ginefra is a financial advisor at CreativeOne Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at CreativeOne Wealth (formerly Change Path, LLC) since 2018. Prior to that, he was with Gradient Advisors, LLC from 2015 to 2018. In addition to his advisory role, he is an insurance agent associated with My Life Broker. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and other RIA clients. The firm employs a blend of proprietary ETF-based models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Mark Mcgaurn is a CFP® professional with 19 years of industry experience. He has been with CreativeOne Securities, LLC since 2016. Outside of his advisory work, Mcgaurn is involved in coaching wrestling. CreativeOne Securities, LLC is a multi-advisor RIA serving individuals, retirement plans, trusts, charitable organizations, and businesses. The firm provides financial planning, portfolio management, fiduciary services, and access to third-party managers through its proprietary CreativeOne Wealth platform.

Thomas Mc Crea is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Great Valley Advisor Group, he has worked at Good Life Advisors, LLC, LPL Financial LLC, and United Parcel Service. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, using a combination of in-house strategies and third-party managers across various platforms.

Patrick Melvin is a CFP® professional at Grimes & Company with 16 years of industry experience. His prior roles include positions at Brighton Jones, The Vanguard Group, Modera Wealth Management, and Equity Services, Inc. He holds Series 63 and Series 65 licenses. Grimes & Company provides discretionary portfolio management and financial planning services to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm uses proprietary research and portfolio-management systems to create customized investment strategies across various securities and funds, and it also serves other investment advisers and offers trustee services through an affiliated trust entity.

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.

Brian Wolfer is a CFP® certificant with 16 years of industry experience, currently serving as a financial advisor at CoreCap Advisors. His prior experience includes a 20-year tenure at Vanguard and roles at Black Diamond Financial Solutions and Dan White & Associates. Outside of his advisory work, he is an independent insurance agent involved in insurance and annuity sales. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, using a range of investment vehicles and utilizing sub-advisors and third-party asset managers.

Jason Lipka is a financial advisor at Kathmere Capital Management, LLC with 25 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Principal Securities Inc, Principal Life Insurance Company, and Vanguard Advisers. Lipka holds Series 63, 65, and 66 credentials. Kathmere Capital Management provides investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, and institutional sponsors. The firm employs a top-down, model-portfolio approach primarily using ETFs and no-load mutual funds, while also managing private fund investments such as the Kathmere Private Markets Fund 2024 LP.

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.

Joseph Cafiso is a ChFC® credentialed financial advisor with 37 years of industry experience. He has been with The O.N. Equity Sales Company since 2003. Outside of his advisory role, he is involved as a co-captain of Jewel Charters LLC, offering inshore and offshore fishing trips. He works with ON Investment Management Company, a registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm utilizes a mix of discretionary and non-discretionary management and operates under a dual-registered broker-dealer model.

Dana Stewardson is a financial advisor at Logan Capital Management, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Logan Capital since 1994, following a 15-year tenure at VFinance Investments, Inc. Stewardson serves on the boards of several nonprofits focused on historic house museums and gardens, including The Wyck Association and The Harriton Association. Logan Capital Management is an SEC-registered investment adviser managing approximately $3.1 billion for about 1,800 clients across a 16-advisor team. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and sub-advisory services, using a combination of top-down macroeconomic analysis and fundamental and technical research across diverse equity and fixed-income strategies.

Christopher Coolidge is a CFA® charterholder with five years of industry experience. He has worked at Brookwood Investment Group since 2023 and previously held roles at Clearview Portfolio Consulting, Ambassador Advisors, Bluestone Capital Management, Oceansquare Asset Management, BPU Investment Management, and Solenture Advisors. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a combination of passive, active, tactical, and blended strategies, and offers both discretionary and non-discretionary management while maintaining multiple affiliated businesses and platform relationships.

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.

John Delp is a financial advisor with Independence Square Holdings, LLC and holds Series 63 and Series 65 credentials. He has 30 years of industry experience, including prior roles at Private Advisor Group, LLC, LPL Financial, and Wells Fargo Clearing. Independence Square Holdings serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, and ERISA advisory services. The firm offers customized portfolios, model solutions, and access to third-party managers, utilizing digital platforms and a broad range of investment instruments.

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.

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.