Radnor, PA Office

Edward O'Brien is a financial advisor at McAdam LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at McAdam LLC since 2014, alongside prior roles at Purshe Kaplan Sterling Investments and Madison Avenue Securities. 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, utilizing fundamental analysis to allocate assets across mutual funds, ETFs, independent managers, and individual securities, with specialized strategies including direct indexing and alternative investments.

Nicholas Sabo is a financial advisor with McAdam LLC in Radnor, PA, holding a Series 65 designation and six years of industry experience. He previously worked at Dunbar Bender & Zapf and Duquesne University. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households, providing financial planning, investment management, and retirement plan consulting. The firm manages client portfolios using fundamental analysis and incorporates a range of investment vehicles, including specialized exposures and consolidated reporting tools.

Derek Stavarski is a financial advisor with McAdam LLC in Radnor, PA, holding Series 63 and Series 65 designations and eight years of industry experience. He has been with McAdam LLC and Purshe Kaplan Sterling Investments since 2016. McAdam advises a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm provides financial planning, investment management, and retirement plan consulting, managing portfolios through a combination of mutual funds, ETFs, individual securities, and alternative investments, with a focus on fundamental analysis and periodic reviews.

Julia Schweibenz is a Series 65-licensed financial advisor with McAdam LLC, based in Radnor, PA. She has six years of experience at McAdam and a total of four years in the financial industry. Prior to her current role, she worked at Mario's Eastside Saloon and Weis Markets and attended the University of Pittsburgh. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm employs a discretionary approach to portfolio management, incorporating a range of traditional and specialized investments while providing customized client solutions.

Chase Candeub is a financial advisor at McAdam LLC with a Series 65 designation and one year of industry experience. Prior to joining McAdam LLC in 2026, he worked at McAdam Financial and holds a five-year work history at the University of Pittsburgh. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages client assets on a discretionary basis across a diversified range of investments and offers specialized products such as direct indexing and cryptocurrency exposure.

Andrew Phelan 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 previously at 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 provides financial planning, investment management, and retirement-plan consulting, employing a fundamental analysis approach and offering a variety of investment strategies, including alternative and specialized products.

Jalen Campbell is a Series 65 licensed financial advisor with eight years of industry experience, currently serving at McAdam LLC since 2018. Prior to joining McAdam, he worked at Dicks Sporting Goods and had roles at Always a Part Rentals and Blue Knob All Seasons Resort. McAdam LLC advises a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm provides financial planning, investment management, and retirement plan consulting, utilizing a range of investment strategies including mutual funds, ETFs, individual securities, and alternative assets, with a notable incorporation of specialized exposures and technology-assisted portfolio management.

Michael Blahusch is a CFP® professional with 16 years of industry experience, currently serving at McAdam LLC. He has been associated with McAdam LLC dba Cornerstone Capital Planning Group since 2014 and with McAdam, LLC dba RetireUS since 2022. Outside of his advisory roles, he is president of RetireUS Inc, a technology platform focused on financial wellness. McAdam advises a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm offers financial planning, investment management, and retirement plan consulting, utilizing a range of asset classes and incorporating specialized investments such as private funds and cryptocurrency exposure.

Jake Pinto is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at McAdam LLC since 2016. He previously worked at Purshe Kaplan Sterling Investments and has experience as a day trader. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client assets on a discretionary basis, utilizing a range of investment vehicles and integrating specialized exposures such as direct indexing and private investment funds.

Joshua Godick is a Series 65 licensed advisor with McAdam LLC in Radnor, PA, where he has worked since 2017. He has eight years of industry experience and previously worked with Citizens for Rich Negria and Equality Pennsylvania. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client portfolios on a discretionary basis, using a range of investment vehicles and incorporating specialized exposures such as direct indexing and private investment funds.

Stephen Mc Carrick is a financial advisor at McAdam LLC with Series 63 and Series 65 licenses and five years of industry experience. Prior to his current role, he held positions at JPMorgan Securities LLC, JPMorgan Chase Bank, and has been associated with the Philadelphia Eagles since 2023. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages client accounts on a discretionary basis, using fundamental analysis and periodic reviews, and incorporates a range of investment options including mutual funds, ETFs, private investment funds, and cryptocurrency exposure.

Robert Stark III is a financial advisor at McAdam LLC in Philadelphia, PA, holding a Series 65 designation with four years of industry experience. Prior to joining McAdam in 2020, he worked at Red Dog Resort & Spa and Robert Half, and served six years in the Army National Guard. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a tiered weekly financial-planning subscription along with alternative and specialized investment strategies.

Brian Gassaway is a financial advisor at McAdam LLC with five years of industry experience. He holds a Series 65 designation and has been with McAdam since 2019. Prior to his current role, he worked in various positions including at Saint Joseph University and Neato Burrito. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios across mutual funds, ETFs, independent managers, and individual securities, offering a tiered financial-planning subscription and access to alternative investment strategies.

William Burrough is a financial advisor with McAdam LLC based in Radnor, PA. He holds a Series 65 credential and has two years of industry experience. Burrough founded the Boys Pajama Drive, a charitable organization focused on fundraising and collection efforts. McAdam LLC serves 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, utilizing a multi-team approach that includes discretionary account management and a range of investment options from mutual funds to alternative assets.

Emma Tranfalia is a financial advisor at McAdam LLC with six years of industry experience. She holds a Series 65 designation and has worked at McAdam LLC since 2020. Prior to that, she held roles at Young Citizens, the John Heniz History Center, Farm and Fisherman Tavern, Sweet Charlies, and the University of Pittsburgh. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households, providing financial planning, investment management, retirement plan consulting, and related implementation support. The firm manages client accounts on a discretionary basis and employs a range of investment strategies including mutual funds, ETFs, individual securities, and specialized exposures such as private investment funds and cryptocurrency.