Tamara Indianer is a CFP® professional with over 31 years of experience in the financial industry. She is currently with Capital Analysts and has held long-term positions at Lincoln Investment and Managed Benefits Group. Indianer serves on the CRES Committee to promote financial literacy in public schools and is a board member of Neurofibromatosis Northeast, a nonprofit focused on research and clinical care for NF. She also chairs the Vendor Advisory Committee for MASBO, an organization for school business officials. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team, with services ranging from model portfolios to ERISA retirement plan advisory.

Jonathan Cahill is a CFP® with eight years of industry experience, currently serving as a financial advisor at Diversified, LLC. His prior roles include tenures at Crossgate Wealth Advisors, Girard Advisory Services, LPL Financial, and National Planning Corporation. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm emphasizes a comprehensive planning process with ongoing asset management, utilizing both third-party managers and proprietary platforms to tailor client portfolios.

Nancy Nawn is a CFP® professional with 16 years of industry experience, currently advising at Facet since 2026. Her prior experience includes roles at CWM, LLC, Mitlin Financial, Origin, Watchdog Planning LLC, Mercer Global Advisors Inc., and others. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm uses a holistic Total Financial Life Resources framework and emphasizes technology-driven investment strategies without charging percentage‑of‑AUM fees.

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.

Andrew Huppman is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes positions at Michael Page and The Vanguard Group. Outside of finance, he works as a dog walker in Prospect Park, PA. Santander Securities LLC provides investment advisory services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning through a managed-account platform, with a notable affiliation to Santander Bank and access to securities-based lending options.

Mark Ayers is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Capital Analysts and Lincoln Investment. He previously spent 15 years at The Vanguard Group, INC. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm employs an in-house Investment Management & Research team to drive portfolio management and offers both discretionary and non-discretionary services, with a network of several hundred advisors managing approximately $8.8 billion in assets.

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.

Joshua Barnes is a financial advisor at Legacy Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Legacy Advisors, he worked at SEI Investments for two years and has an educational background including four years at Boston College and Ocean City High School. Legacy Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm offers modular financial planning and portfolio management, tailoring advice to client objectives using a combination of fundamental and technical analysis across various investment vehicles.

Kevin Mc Dermott is a CFP® with 25 years of experience in the financial industry. He is currently with Kathmere Capital Management, LLC, where he has worked since 2019. Previously, he was affiliated with Private Advisor Group, LLC and LPL Financial. Mc Dermott also has experience providing fixed insurance solutions to clients. Kathmere Capital Management, LLC offers investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional sponsors such as pension plans, endowments, and foundations. The firm employs a top-down, model-portfolio approach primarily using ETFs and no-load mutual funds, and it manages client accounts on both discretionary and non-discretionary bases.

Russell Reinhart is a CFP® professional with 18 years of industry experience, currently serving at Wealthcare Advisory Partners LLC since 2014. He previously worked at LPL Financial, LLC from 2012 to 2018. In addition to his advisory role, he is Managing Director of Advisor Development at Wealthcare Capital Management, LLC, focusing on advisor recruiting, business development, and relationship management. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, retirement plan advisory, and access to alternative and private placement investments through a goals-based, evidence-driven investment approach.

Eric Parnell is a CFA® charterholder with over 21 years of experience in the financial industry. He is currently with Great Valley Advisor Group, LLC and has been an assistant professor of business and economics at Ursinus College since 2014, where he teaches courses in economics, finance, and research methods. He also contributes to Seeking Alpha and has been involved with Gerring Capital Partners, LLC since 2005. Great Valley Advisor Group is a 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 a combination of in-house strategies, third-party managers, and digital platforms to construct and oversee individualized portfolios.

Joseph Langella Jr. is a financial advisor with Logan Capital Management, Inc. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has been with Logan Capital Management since 2015 and has also worked with Quasar Distributors, LLC and Glenmede Funds/Philadelphia International Advisors since 2004. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for a diverse client base, including high-net-worth individuals, institutional clients, and public funds. The firm employs a combination of top-down macroeconomic analysis, proprietary quantitative screening, fundamental research, and technical analysis across various equity and fixed-income strategies.

Devin Musser is a financial advisor at MyCIO Wealth Partners, LLC with two years of industry experience and holds a Series 65 designation. His prior experience includes roles at MyCIO Wealth Partners in different capacities, as well as work at Tommy's Tavern & Tap Restaurant and the University of Delaware. 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 emphasizes non-discretionary portfolio management and offers access to a wide range of investment vehicles, including private pooled funds and alternative investments.

Timothy Seiders is an investment adviser representative at The Ascent Group, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including OSAIC, Triad Advisors, and Ameritas Life Insurance Corp. He also owns One Stop Financial Services, a sole proprietorship providing insurance sales and fixed insurance products. The Ascent Group is a registered investment adviser managing approximately $4.93 billion and offers a range of services including discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm serves individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans through a network of advisor representatives and third-party platforms.

William Werner is a CFP® professional with 16 years of industry experience. He currently works at Mission Wealth Management, LP and has previously held roles at The Vanguard Group, Inc., Facet Wealth, Clarfeld Financial Advisors, and TIAA-CREF. Mission Wealth Management, LP is an SEC-registered multi-team advisory firm managing approximately $17 billion and serving high-net-worth individuals, families, and institutional clients. The firm offers wealth management, personalized portfolio management, financial planning, pension fund services, and estate coordination, utilizing a tiered service model and a long-term investment approach that includes ETFs, institutional mutual funds, alternative investments, and third-party sub-advisors.

Nicolette Seilus is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Continuum Advisory, LLC. Her prior experience includes roles at Triad Advisors LLC, The Vanguard Group, and West Virginia University. Outside of her advisory work, she has been involved with Puebla Foods INC/La Madera Bistro. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans with financial planning, consulting, and portfolio management services. The firm offers tailored investment solutions through a network of independent advisors and manages over $1.4 billion in assets.

Andrew Zuch is a Senior Financial Advisor at MDRN Capital with four years of industry experience. He holds a Series 65 credential and has worked at MDRN Capital since 2023. Prior to this, he has been involved with Procapita Partners DBA Viquity Asset Management and Thrivest Legal Funding since 2021. Outside of advisory work, he is a licensed insurance agent providing clients with solutions for protection, tax-free retirement income, legacy planning, and retirement income planning. MDRN Capital offers discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis with a primarily long-term investment orientation, utilizing a range of investment vehicles and independent managers.