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.

Jackson Crowe is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA, holding a Series 65 designation with less than a year of industry experience. His prior roles include positions at PAX Partners of Raymond James, Airgas, and Drexel University. Outside of advising, he is the sole founder of Blackfeather Strategies, a consulting LLC established as part of a leadership program. MyCIO Wealth Partners serves high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory services including portfolio management, financial planning, and retirement consulting, with a focus on non-discretionary investment management and alternative investment vehicles.

Sean Roberts is a CFP® and CFA® with 29 years of industry experience. He has worked at Wescott Financial Advisory Group LLC since 2022 and previously spent 31 years at Asset Planning Services. 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 with a tax-sensitive, disciplined process.

Robert Carroll is a financial advisor at McAdam LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at McAdam LLC since 2014, as well as at Madison Avenue Securities and Purshe Kaplan Sterling Investments. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, implementing portfolios through fundamental analysis and a variety of investment vehicles, including mutual funds, ETFs, independent managers, and specialized strategies such as direct indexing and alternative investments.

Andrew Meehan is a financial advisor with LPL Financial in Croydon, PA, holding Series 63 and Series 65 designations and having 27 years of industry experience. He has been associated with LPL Financial since 2012 and operates Wealthcare Advisory Partners LLC since 2015. Outside of his advisory work, Meehan is active as a musician, performing live and recording music as part of two bands, and he has also been involved in a political campaign as a candidate for the U.S. House of Representatives. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Zachary Mineur is a CFA® charterholder with 11 years of industry experience. He is currently with Independence Square Holdings, LLC, where he has worked since 2019. Prior to this, he worked at The Philadelphia Group and Private Advisor Group, LLC. Outside of his advisory role, he is the president and sole owner of Skycity Holdings Ltd, a land investing and leasing business. 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 utilizes a combination of fundamental, quantitative, technical, and modern portfolio theory methods, offering both discretionary and non-discretionary relationships as well as access to third-party managers and private investment funds.

Barry Metrokas Kamison is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Redwood Private Wealth, CoreCap Investments, and CoreCap Advisors, along with operating Metrokas Kamison Associates since 1982. He is also a licensed insurance producer offering fixed annuities and various insurance products. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, using a range of investment strategies and offering negotiable advisor-level fee arrangements.

Benjamin Kollender is a financial advisor at XML Financial Group with one year of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory career, he has been involved in youth sports organizations, including Philadelphia Athletics Youth Sports and Philadelphia Prime Baseball. XML Financial Group provides investment management, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates through a multi-advisor team model and combines fundamental and technical analysis with third-party managers and an internal Investment Committee to tailor portfolios to client objectives.

Jonathan Huang is a financial advisor at MyCIO Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at firms including Rede Partners (Americas) LLC, Eden Global Partners, ICONIQ Capital, and Glenmede Trust Company, N.A. Huang also has a background in education and the arts, having been affiliated with the University of Pennsylvania, Pingry School, and The Juilliard School. MyCIO Wealth Partners provides investment advisory and planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm emphasizes non-discretionary portfolio management and offers access to a wide range of investment vehicles, including mutual funds, private investment funds, and alternative investments.

Christopher Morrissey is a financial advisor at McAdam LLC with eight years of industry experience. He holds a Series 65 designation and has previously served in the U.S. Army Judge Advocate General's Corps. Morrissey has been with McAdam LLC since 2018 and was self-employed prior to that. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, managing client accounts on a discretionary basis with a range of investment exposures including mutual funds, ETFs, individual securities, and private investment funds.

Robert Bildner is a financial advisor at McAdam LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at McAdam LLC since 2014 and Purshe Kaplan Sterling Investments since 2015. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, implementing portfolios primarily through fundamental analysis and a range of investment vehicles tailored to client objectives.

Christopher Holland is a CFA® charterholder with 13 years of experience in the financial services industry. He has worked at Wealthcare Advisory Partners LLC since 2022 and held prior roles at Wealth Enhancement Advisory Services, WEALTH ENHANCEMENT GROUP, Aepg, M Holdings Securities, Inc., and Greenberg & Rapp. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by proprietary Wealthcare software and a behavioral economics framework, combining quantitative metrics with fundamental, technical, and behavioral analysis to implement both passive and active investment strategies.

Kurtis Stroemel is a financial advisor at Realta Investment Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 registrations and has worked with Realta Investment Advisors since 2008. Outside of investment advisory, he serves as president of HR&S Financial Services, LLC, where he oversees insurance sales, and holds several nonprofit treasurer roles, including at the Camden County College Foundation and the Voorhees Township Police Foundation. 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 emphasizes individualized advice through advisor interviews and typically implements diversified portfolios using mutual funds, ETFs, equities, fixed income, and alternatives, with access to multiple management platforms and third-party managers.

Brenton Stransky is a CFP® with 21 years of industry experience. He is currently affiliated with Independence Square Holdings, LLC and has held roles at LPL Financial, LLC and Private Advisor Group, LLC. In addition to his advisory work, he is engaged as an author. 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 variety of investment strategies, combining in-house portfolio management with third-party managers and algorithmic tools, and offers both discretionary and non-discretionary relationships tailored to client objectives.

Joseph Fabrizio Jr. is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Legacy Advisors, LLC. His prior experience includes roles at myCIO Wealth Partners and M Holdings Securities, Inc. Legacy Advisors, LLC is a registered investment adviser managing approximately $4.18 billion in client assets. The firm serves pension and corporate retirement plans, charitable organizations, and individual investors, offering portfolio management, financial planning, and retirement plan consulting with a combination of fund, fundamental, and technical analysis.

William Dulin is a Series 65 registered advisor with McAdam LLC in Radnor, PA, where he has worked since 2018. He has seven years of industry experience, including prior roles at Berkley Redirect and the University of Hartford. Outside of finance, Dulin serves as an assistant youth lacrosse coach. McAdam LLC provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm manages portfolios using fundamental analysis with a range of traditional and specialized investments, and offers unique services such as a tiered subscription planning product and AI-monitored advisory tools.

Christopher Briscoe is a CFP® professional with 16 years of experience in financial advising. He has been with Girard Advisory Services, LLC since 2014, serving in roles across affiliated entities including Girard Investment Services. Girard Advisory Services, LLC is a fee-only registered investment adviser offering wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation, diversification, and customized portfolios through a proprietary research process, with investment options spanning equities, fixed income, mutual funds, ETFs, and specialized strategies.

Ryan Soehnel is a financial advisor at myCIO Wealth Partners, LLC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at the Wilmington Country Club and educational positions at the University of Delaware and local schools. myCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management and financial planning, with a focus on recommending and monitoring allocations across a range of investment vehicles.

David Geibel is a financial advisor at Girard Advisory Services, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Girard entities since 2005. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both high-net-worth individuals and plan sponsors, emphasizing asset allocation, diversification, and tailored portfolios through a proprietary research process and an Investment Committee.

Kyle Stuckey is a CFP® and PFS™ with 12 years of industry experience. He currently serves as an advisor at Ethos Financial Group, LLC and has previously worked at Almanack Investment Partners, JFS Wealth Advisors, Keller Financial Group, and INVEST Financial Corp. Ethos Financial Group serves individuals, trusts, estates, state and municipal entities, and charitable organizations, providing investment management, financial planning, estate planning, insurance recommendations, and consulting. The firm employs a model portfolio approach with diversified, risk-conscious allocations and incorporates third-party research and optional tax-overlay management in its process.