Michael Mc Dermott is a CFP® with 28 years of industry experience, currently serving at Kathmere Capital Management, LLC since 2019. He previously worked at Private Advisor Group, LLC and LPL Financial, LLC. He is also the author of the book "Financial Advisors are NOT Created Equal." Kathmere Capital Management, LLC provides investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional sponsors. The firm uses a top-down, model-portfolio approach with an Investment Committee overseeing asset allocation, primarily implementing portfolios through ETFs and no-load mutual funds, while accommodating individual securities and private fund allocations.

Wayman Randolph is a financial advisor with Realta Investment Advisors, Inc., holding Series 65 and Series 63 credentials. He has been with Realta since 2026 and has over 26 years of experience at XGroup Retirement. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm utilizes individualized advice and a range of asset allocation strategies across mutual funds, ETFs, equities, fixed income, and alternative investments.

Richard Buchwald is a CFA® charterholder and holds a Series 65 license, with 24 years of industry experience. He has been with Logan Capital Management, Inc. since 2000. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for a diverse client base, including high-net-worth individuals, retirement plans, insurance companies, and public funds. The firm employs a combination of top-down macroeconomic analysis, proprietary quantitative screens, fundamental research, and technical analysis across various equity and fixed-income strategies.

Paula Hocker is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has worked at Lincoln Investment Planning, Inc. since 1992. Outside of her advisory role, she owns Black Cat Antiques, a business focused on antiques and collectibles. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment and research team that manages model portfolios and employs a proprietary mutual-fund screening process.

Peter Hackenbrack is a financial advisor with Diversified, LLC in Wayne, PA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked with several firms, including Rosenzweig & Associates and Minnesota Life. Hackenbrack has also operated as an independent licensed insurance agent focusing on life and fixed annuities. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles, managing approximately $2.79 billion in assets with around 26 advisors. The firm utilizes a comprehensive planning process, multiple investment platforms, and tailored portfolio strategies, including both automated and manual oversight.

Caley Burke is a financial advisor at Jefferies Investment Advisers LLC with 12 years of industry experience. He holds the CFA® designation and Series 66 license. His prior experience includes roles at J.P. Morgan Securities and JP Morgan Chase Bank. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process that covers a broad range of topics from tax and estate planning to executive compensation and philanthropic planning.

Monica Pedano is a financial advisor with Independence Square Holdings, LLC, holding a Series 63 designation and over 32 years of industry experience. Her prior experience includes roles at LPL Financial and Private Advisor Group, LLC. Outside of advisory work, she serves as a varsity golf coach at The Shipley School and is a board member of the Andy Talley Foundation. Independence Square Holdings, LLC offers investment advisory, financial planning, pension consulting, and portfolio management services to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm combines fundamental, quantitative, technical, and modern portfolio theory approaches, providing both discretionary and non-discretionary solutions along with digital tools and access to third-party managers and private investment funds.

Christopher Lundmark is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Ameriprise and Wells Fargo Advisors. Outside of his advisory role, he owns a hunting cabin in Milroy, Pennsylvania. 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 range of investment strategies combining fundamental, quantitative, technical, and modern portfolio theory approaches, and it offers both discretionary and non-discretionary relationships tailored to client objectives.

Steven Cacciutti is a financial advisor at Alden Investment Group with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms, including WSFS Wealth Investments, Commonwealth Financial Network, and Ameriprise. Outside of his advisory work, he has been involved in managing rental properties. Alden Investment Advisors serves individual clients, retirement plans, non-profit entities, and other advisors by providing portfolio management, retirement-plan advisory, and fee-only financial planning services. The firm uses a customized asset allocation approach combining proprietary strategies with third-party managers, delivered primarily through its Alden COVE platform.

Joel Morris is a CFP® professional with 18 years of industry experience. He is currently with Bryn Mawr Trust Advisors, LLC and has previously worked at Lau Associates LLC. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other business entities. The firm utilizes diversified portfolios through independent managers, mutual funds, ETFs, and third-party private fund platforms, and offers ESG strategies and retirement plan fiduciary services.

David Pilaitis is a CFP® with 25 years of industry experience currently at United Capital Financial Advisors. He previously worked at Apexium Financial LP and The Investment Center, Inc. He holds Series 63 and Series 65 licenses. United Capital provides national financial planning and discretionary investment management to a wide range of clients, including individuals, high-net-worth households, retirement plans, and institutional accounts, and offers a platform that supports customization and access to various investment options.

Jordan Norley is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has been affiliated with LPL Financial since 2011 and also leads Independence Square Holdings, LLC, an independent investment advisory firm he founded in 2019. Norley has prior experience with Private Advisor Group, LLC and Cadrew Wealth Management. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

John Satterfield is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Great Valley Advisor Group, LLC and has held roles at Valor Asset Management and Stillwater Capital Advisors, 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, utilizing both in-house strategies and third-party managers, with a focus on individualized portfolio construction and ongoing oversight.

Kevin Millard is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Stratos Wealth Advisors LLC since 2021. Prior to joining Stratos, he worked at TIAA-CREF from 2012 to 2021. He is also a partner and wealth advisor at Emeritus Wealth Management, an investment advisory firm based in Philadelphia. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions. The firm offers investment management, financial planning, and insurance consulting through a network of supervised independent advisory representatives, utilizing both bespoke and model portfolios and a range of affiliated and third-party subadvisers.

Wayne Lesage Jr. is a CFP® and CFA® with 13 years of experience in the financial industry. He is currently affiliated with Waverly Advisors, LLC and has worked previously at Coho Partners and Quasar Distributors, LLC. He also serves as an adjunct professor at Villanova University, teaching corporate finance. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private market allocations and offers a range of investment management, financial planning, and multi-family office services.

John Grimley Jr. is a financial advisor at Independence Square Holdings, LLC with four years of industry experience. He previously worked at BNY Mellon and was a self-employed private investor. Grimley holds Series 63 and Series 65 designations. Independence Square Holdings, LLC serves individuals, retirement plans, corporations, charitable organizations, and government entities by providing investment advisory, financial planning, pension consulting, and portfolio management services. The firm uses a range of investment strategies and combines in-house portfolio management with third-party programs, emphasizing digital platforms and algorithmic tools to tailor solutions to client needs.

Travis Boyer is a financial advisor with Wealthcare Advisory Partners LLC in West Chester, PA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with Wealthcare Advisory Partners since 2018 and previously worked with LPL Financial and Key Investment Services LLC. Outside of advisory work, he holds a Federal Firearms License. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising discipline using proprietary software and quantitative metrics, combining passive and active investment strategies while serving a broad client base with institutional affiliations and diverse custodial relationships.

Matthew Hepburn is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds the Series 65 designation and previously worked at Peak American Investment Advisors, Inc. and Peak American Financial Group, Inc. He is involved in insurance sales through Peak American Financial Group. Portfolio Medics manages approximately $552.7 million for about 3,700 clients and employs a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, using a mix of strategic and tactical investment approaches across various model portfolios and strategies.

Kyle Hill is a CFP® professional with 25 years of industry experience, currently serving at Diversified, LLC. His career includes over two decades at Diversified in various capacities, as well as roles at Purshe Kaplan Sterling Investments and Securities Service Network. Outside of advising, he holds a fixed/traditional insurance agent license. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm offers multi-tiered financial planning, discretionary and non-discretionary portfolio management, and uses a two-phase planning process tailored to client objectives and risk tolerances.

Jason Thompson is a financial advisor at McAdam LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at McAdam LLC since 2014, including a prior role at Purshe Kaplan Sterling Investments. Thompson also provides life insurance and fixed annuity product strategies as an independent contractor. McAdam LLC is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning and investment management across a multi-advisor platform with approximately $2.29 billion in discretionary assets, utilizing fundamental analysis and a range of investment vehicles tailored to client risk tolerance and objectives.