Nicholas Annicchiarico

Andrew Hipple is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Moneta Group Investment Advisors, LLC. He has worked at Purshe Kaplan Sterling Investments, Lane & Associates LLC, VSR Financial Services, Inc., and Securian Financial Services, Inc. Outside of his advisory role, he is a senior partner at Lane & Associates, where he provides comprehensive financial planning. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a partner-led team structure supported by a centralized investments department and emphasizes asset allocation, manager due diligence, and the use of proprietary multi-strategy vehicles.

Jamie Dunn is a CFP® with 12 years of experience in the financial services industry. He has worked at LPL Enterprise since 2024 and previously held positions at The Prudential Insurance Company of America, Pruco Securities LLC, Facet Wealth, and The Vanguard Group, Inc. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm’s approach is model-driven, offering access to third-party asset managers, financial planning, and a variety of non-securities products and services.

Michael Carey is a CFA charterholder and the sole advisor at Carey Investment Solutions LLC, an independent firm based in Philadelphia, PA. He has 13 years of industry experience and has led his firm since 2012. Carey Investment Solutions provides wealth management and discretionary portfolio management services to individuals and high-net-worth clients. The firm emphasizes fundamental analysis with a long-term investment horizon while employing active management and the occasional use of margin borrowing to optimize portfolio timing and allocations.

Matthew Conroy is a financial advisor at Conroy Capital LLC with two years of industry experience. He holds a Series 66 license and has previously worked at Fortis Group Advisors, LPL Financial, and Prudential. Outside of his advisory role, he is employed by Pro Football Focus, a sports analytics company. Conroy Capital LLC provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations, and manages a privately offered pooled investment vehicle. The firm employs both fundamental and technical analysis across a range of asset classes and offers customized, discretionary account management with regular portfolio monitoring and reporting.

Adam Amorn is a financial advisor at Premier Prosperity Advisors LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch for five years before founding his current firm in 2017. He is also a licensed independent insurance agent. Premier Prosperity Advisors LLC is a single-advisor independent registered investment adviser managing over $17 million in client assets. The firm serves individuals, high net worth clients, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and pension consulting services.

Brody Rosenfeld is a financial advisor with Foundation Financial Planning, LLC in Philadelphia, PA, holding a Series 65 designation and 10 years of industry experience. He previously worked at Twams Financial Planning, LLC and Green Mountain Energy. Foundation Financial Planning, LLC provides outsourced financial planning and modeling services exclusively to other advisory firms, focusing on data review, cash-flow and Monte Carlo modeling, and goals-based planning. The firm operates on a business-to-business model, offering fixed-fee and hourly engagements without managing assets or exercising investment discretion.