Monica Pedano is a financial advisor with Independence Square Holdings, LLC and holds a Series 63 designation. She has 32 years of industry experience, including roles at LPL Financial and Private Advisor Group, LLC. Outside of her advisory work, she serves as a varsity golf coach at The Shipley School and is a board member of the Andy Talley Foundation Tee off With Talley golf tournament. Independence Square Holdings serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, pension consulting, and ERISA advisory services. The firm operates as a multi-team adviser offering customized and model portfolios, access to third-party managers, and makes extensive use of digital platforms and alternative investment options.

Christopher Lundmark is a financial advisor at Independence Square Holdings, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Ameriprise and Wells Fargo Advisors. Outside of his advisory work, he has a business ownership interest in a hunting cabin in Pennsylvania. Independence Square Holdings serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, and pension consulting. The firm operates with multiple teams offering a blend of customized portfolios, model portfolios, and third-party solutions, incorporating extensive digital and platform services.

Steven Cacciutti is a financial advisor with Consolidated Portfolio Review Corp, holding a Series 66 designation and 13 years of industry experience. His career includes roles at WSFS Wealth Investments, Commonwealth Financial Network, and Ameriprise Financial Services. Consolidated Portfolio Review serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, financial planning, and a range of investment approaches implemented by independent advisors using strategic asset allocation and fundamental and technical analysis.

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 Independence Square Holdings, LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked at firms including LPL Financial, Private Advisor Group, and Equitable Advisors. Norley is the sole owner of Cadrew Wealth Management, which he operates as a tax-related business entity. Independence Square Holdings serves individuals, retirement plans, and institutional clients with financial planning, portfolio management, and pension consulting through a multi-team model of about 40 advisors. The firm’s investment approach combines customized and model portfolios, third-party solutions, and digital platform services including access to alternative investments and digital asset management tools.

Adam Etzel is a financial advisor at JFS Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at PNC Bank for three years. His background also includes roles at Elon University and Elon University School of Law. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm employs a Financial Goal Plan process combined with Modern Portfolio Theory and offers a range of services including continuous investment management, retirement plan fiduciary services, tax preparation, and access to private investment funds.

John Satterfield is a CFP® with 18 years of industry experience currently affiliated with Great Valley Advisor Group, LLC. His prior roles include positions at Valor Asset Management, Stillwater Capital Advisors, Morgan Stanley, and Citigroup Global Markets. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers both discretionary and non-discretionary investment management, combining in-house strategies with third-party managers and platforms to provide tailored portfolio construction and ongoing oversight.

Kevin Millard is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Stratos Wealth Advisors LLC, where he has worked since 2021. His prior experience includes roles at TIAA-CREF, Morgan Stanley, and Merrill. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, providing financial planning and portfolio management through a network of 71 investment advisory representatives across multiple teams.

Kenneth Kideckel is a financial advisor with Wealthcare Capital Management LLC, holding 14 years of industry experience. He has been with Wealthcare Capital Management since 2014 and previously worked at Sightline Investments LLC from 2010 to 2014. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser managing approximately $3.93 billion for over 5,600 clients. The firm offers comprehensive financial planning and discretionary portfolio management for individual and high-net-worth clients, as well as retirement plan advisory and investment strategist/model services to intermediaries, utilizing a long-term, evidence-based investment approach that incorporates behavioral economics and model portfolios primarily consisting of ETFs and indexed mutual funds.

Amy Armstrong is a financial advisor at Summit Financial, LLC with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Persimmon Capital Management, L.P. for over two decades before joining Summit Financial. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary authority with consultative services that emphasize advisor-led monitoring and client trade approvals.

Wayne Lesage Jr. is a CFP® and CFA® with 13 years of industry experience, currently serving at Waverly Advisors, LLC. He previously worked at Coho Partners and Quasar Distributors, LLC. He is also an adjunct professor at Villanova University, teaching corporate finance. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors and $29.9 billion in assets under management. The firm serves individual clients, retirement plans, and pooled investment vehicles, offering a range of portfolio management, financial planning, and multi-family office services that integrate traditional and alternative investment strategies.

John Grimley Jr. is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at BNY Mellon and was a self-employed private investor. Independence Square Holdings serves individuals, retirement plans, and institutional clients, offering financial planning, portfolio management, and pension consulting services. The firm uses a combination of customized portfolios, model portfolios, and third-party solutions, along with advanced digital platforms and alternative investment options.

Andrew Bass is a financial advisor at Nations Financial Group, Inc. He holds a Series 65 credential and has two years of industry experience. Prior to joining Nations Financial Group, Mr. Bass worked at Bryn Mawr Trust Advisors, Bryn Mawr Capital Management, and Cypress Capital Management. Nations Financial Group provides advisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a range of portfolio management and consulting services, utilizing in-house model portfolios and third-party managers across various investment strategies and risk profiles.

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.

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.

Thomas Stoner is a financial advisor at Bryn Mawr Trust Advisors, LLC with a Series 65 designation. He has been in the industry since 2025, having previously worked at Foster Victor Wealth Advisors and Bryn Mawr Trust. Before entering the financial sector, he spent several years in education and also was involved with the business 1-900-ICE-CREAM. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser affiliated with WSFS Financial Corporation. The firm provides discretionary investment management, financial planning, retirement-plan fiduciary services, and participant account management to a broad range of clients, including high-net-worth individuals, trusts, foundations, corporations, and institutional clients.

Blaine Mooney is a CFP® with four years of industry experience, currently serving as a financial advisor at Girard Advisory Services, LLC. His prior experience includes roles at Roffman Miller Associates, Inc., KBW, and Natixis. Girard Advisory Services, LLC is a fee-only registered investment adviser providing wealth management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification, utilizing a proprietary research process and an Investment Committee to tailor portfolios, and is a wholly owned subsidiary of Univest Bank and Trust Co.

Garrett Spangler is a financial advisor at Bryn Mawr Trust Advisors, LLC with seven years of industry experience. He holds the Series 66 designation and has worked previously at West Capital Management and The Erb Law Firm. He also has a long-term affiliation with Delaware Valley University. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, foundations, corporations, and other entities. The firm offers diversified portfolio management using independent managers, mutual funds, ETFs, and private fund platforms, and serves as a sub-adviser to WSFS Bank’s Wealth division as well as other advisers and trust companies.

Sebastian Dovi is a Series 65-licensed financial advisor at McAdam LLC with five years of industry experience. His prior roles include positions at FRG (Frank Retirement Group), HomeLoan Bank FSB, and academic affiliations with the London School of Economics and Brown University. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm typically manages client assets on a discretionary basis, employing fundamental analysis and incorporating a range of investment strategies including direct indexing, private funds, and cryptocurrency exposure.

Cathy Rahab is a financial advisor with Girard Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with GIRARD Partners, Ltd since 2014. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification through a proprietary research process and utilizes a range of investment strategies, including tax-managed direct indexing and options overlays, supported by an Investment Committee and affiliated banking and insurance services.