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.

Enthony Silva is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, he focuses on helping clients identify what matters most to them and their families to develop tailored strategies aimed at pursuing their financial goals. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Enthony earned his High School Diploma from NorthEast High School and completed an Accredited Certificate Program at the College for Financial Planning.

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.

Kelly Hansen is a financial advisor at Legacy Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Primerica Advisors and several restaurant businesses. Outside of advising, Hansen owns a business called Craneo Rose Decor. Legacy Advisors, LLC manages approximately $4.18 billion in client assets, serving pension and corporate retirement plans, charitable organizations, and individual investors. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a combination of fund, fundamental, and technical analysis alongside ongoing manager monitoring.

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.

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.

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®-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.

Gregory Stein is a CFP® professional based in Lansdale, PA, with 26 years of industry experience. He has worked at Advisory Services Network since 2018 and previously spent 12 years with RSM US Wealth Management LLC. Stein is a partner in Hinkle, Stein & Associates, LLC, a role he has held since 2018. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. The firm provides a range of portfolio management, financial planning, and consulting services, utilizing various securities and third-party managers to align with clients’ objectives and risk tolerances.

Kenneth Kideckel is a financial advisor with Wealthcare Capital Management LLC, holding 13 years of industry experience. He has been with Wealthcare Capital Management since 2014 and is also affiliated with Sightline Investments LLC since 2010. Wealthcare Capital Management LLC is an SEC-registered multi-team firm managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm offers a range of advisory services and implements model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with investment decisions guided by an Investment Policy Committee using an evidence-based framework.

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 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.

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.