David Weikert is a CFP® professional at SEIA with 26 years of industry experience. His prior roles include positions at Cedar Brook Financial, Cadaret, Grant & Co., Inc., and Mercap Advisors, Inc. He serves as an investment committee member for Central Moravian Church. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm offers a range of investment management and financial planning services, emphasizing both discretionary and predominantly non-discretionary portfolio management supported by an in-house Investment Solutions Group and Investment Committee.

Daniel Nigito is a CFP® with 40 years of industry experience, currently serving as a partner at SEIA. His work history includes roles at firms such as Cedar Brook Financial, Cadaret, Grant & Co., and MerCap Advisors. He is the owner of American Philanthropic Advisors, LLC, which focuses on the design and administration of charitable trusts. SEIA operates a multi-team advisory platform with approximately 140 advisors, serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm employs a comprehensive investment approach combining strategic macro asset allocation with tactical adjustments, primarily managing assets on a non-discretionary basis.