Justin Pagliei is a CFP®, CFA®, and Series 65-certified financial advisor with 20 years of industry experience. He has been with myCIO Wealth Partners, LLC since 2005. The firm provides investment advisory and planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. MyCIO Wealth Partners focuses on recommending and monitoring allocations primarily through a non-discretionary approach, offering services that include portfolio management, financial planning, retirement consulting, and CIO solutions, with expertise in a broad range of investment vehicles and affiliated private pooled funds.

Ciara Price is a financial advisor at Capital Analysts with 13 years of industry experience. She holds the CFP® and Series 66 credentials and has worked previously at Legacy Solutions, Inc. and Lincoln Investment, LLC. Price serves as Chief Operating Officer and partner at Legacy Solutions, LLC, where she is involved in financial planning and client service. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with an in-house investment team that manages model portfolios and uses a proprietary fund screening process.

Harold Hollinger is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 66 designation and over 53 years of industry experience. He has served as CEO and principal of Newton One Advisors since 2000. Outside of his advisory role, he is involved in insurance and trust administration through Newton One, LLC. M HOLDINGS SECURITIES, Inc. provides advisory and brokerage services to individuals, retirement plans, charitable organizations, corporations, and other entities through a nationwide network of independent firms and financial professionals. The firm offers a range of investment management, retirement plan consulting, financial planning, and insurance advisory services, utilizing both portfolio management and third-party sub-advisors.

Kaley Ryan is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA, holding a Series 65 designation with two years of industry experience. Her prior roles include positions at Artcraft and Muhlenberg College. MyCIO Wealth Partners serves high-net-worth individuals, trusts, estates, pension plans, and charitable organizations, providing a range of advisory services including portfolio management, financial planning, and retirement consulting. The firm focuses primarily on non-discretionary portfolio recommendations and offers access to diverse investment vehicles, including alternative investments and affiliated private pooled funds.

Clay Kinnard is a financial advisor with Perigon Wealth Management, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Greenville Financial Group, Sagepoint Financial, and Securian Financial Services. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm builds portfolios tailored to client objectives and risk tolerance, regularly monitoring accounts and often delegating investment management to independent managers or turnkey asset management programs.

Daniel Danese is a CFP® with 40 years of industry experience and is currently affiliated with Capital Analysts in Kennett Square, PA. He has held roles at Legacy Solutions, LLC, Lincoln Investment, and Capital Analysts Inc over the past two decades. Outside of his advisory work, Danese is involved in insurance sales focused on risk management as president of Legacy Solutions Incorporated. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs an in-house investment management team that uses proprietary screening processes and offers a range of portfolio management services, including discretionary and non-discretionary options tailored to client needs.

Daniel Foraker is a financial advisor with Realta Investment Advisors, Inc. in Wilmington, DE, holding Series 63 and Series 65 registrations and bringing 20 years of industry experience. His prior roles include positions at Morgan Stanley & Co., LLC and Capital One Investing, LLC. 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 uses individualized advice and diversified asset allocation strategies, offering portfolio management through in-house and third-party managers.

Cynthia Hewitt is a financial advisor at Snowden Capital Advisors LLC with 47 years of industry experience. Her prior work includes extensive tenures at Merrill Lynch and Bank of America. She serves on several nonprofit boards, including positions as treasurer for The Land Conservancy of Southern Chester County and Delaware Wild Lands, and is involved with Winterthur Museum and Gardens, the Tatnall School, Serviam Academy, and the Library of American Landscape History. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by offering discretionary and non-discretionary portfolio management, investment consulting, and other advisory services. The firm combines multi-team scale with institutional capabilities and utilizes a range of investment tools and third-party managers.

Frederick Crowley Jr. is a CFP® professional with 37 years of industry experience, currently serving as an advisor at Wealthcare Advisory Partners LLC. He previously led Crowley Wealth Management, Inc. for 44 years. Outside of his financial advisory work, he owns and operates The Crowley Law Firm, LLC, specializing in estate planning and administration. 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, utilizing a goals-based, client-centered planning process combined with an evidence-based investment framework that incorporates behavioral economics and proprietary quantitative measures.

Lucinda Peterson is a CFP® professional with 17 years of industry experience. She is currently with Bryn Mawr Trust Advisors, LLC and has previously worked at Lau Associates LLC, Bryn Mawr Trust Company, and WSFS. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other business entities. The firm offers customized investment solutions using a variety of vehicles including independent managers, mutual funds, ETFs, and private fund platforms, and serves as a sub-adviser to WSFS Bank’s Wealth division and other registered advisers.

David Balint is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and 65 licenses and four years of industry experience. His prior roles include positions at LPL Financial, Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of financial services, he has worked in landscaping and plowing with Davey Tree Expert Company. Great Valley Advisor Group is a multi-team SEC-registered 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 both in-house strategies and third-party managers to tailor portfolios according to client objectives.

Jesse Colgan is a financial advisor at Founders Financial Securities LLC with six years of industry experience. He holds the ChFC® designation and Series 66 registration. Prior to joining Founders Financial in 2022, he worked at Next Financial Group, Inc. and has been affiliated with Guided Wealth Management since 2018. Outside of advising, he consults on business succession and exit planning. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients, managing approximately $4.1 billion in assets through a network of investment adviser representatives. The firm offers multiple advisory platforms, including managed portfolios and specialized services such as 1031 exchange consulting and co-advised private wealth solutions.

William Resweber is a financial advisor at MyCIO Wealth Partners, LLC with a Series 65 designation. He has been in the industry since 2022, with prior experience including a role at Macquarie Asset Management and positions at Drexel University and Strath Haven High School. 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 a range of investment options including mutual funds, private investment funds, and alternative investments.

Thomas Corner is a financial advisor at Beacon Capital Management, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Sammons Financial Network, Midland National Life Insurance Company, and Equity Services Inc. Outside of his advisory role, Corner is an author and public speaker, producing both fiction and non-fiction works, and contributes to media appearances and blog articles. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, employing data-driven tactical allocation strategies primarily executed through ETFs and mutual funds.

Milan Winters is a financial advisor with AssuredPartners Investment Advisors, holding Series 63 and 65 licenses and bringing 14 years of industry experience. Prior to joining AssuredPartners Investment Advisors in 2024, he worked at Lighthouse Financial Wealth Management, LLC for 13 years. In addition to his advisory role, he has worked as an independent insurance agent since 2011. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets through a team of advisors across multiple offices and offers both discretionary and non-discretionary portfolio management with model and custom portfolios.

Jeffrey Hall is a CFP® professional with 21 years of industry experience. He is affiliated with Capital Analysts and has worked at Lincoln Investment and Legacy Solutions, LLC. Hall serves as vice-president of the Cornerstone Study Group and is a board member of the Downingtown Area Chamber of Commerce. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, offering both discretionary and non-discretionary portfolio management. The firm utilizes an in-house investment management team and proprietary screening processes, providing a range of advisory services including custom portfolios and access to third-party managers.

Marcel Pfister is a financial advisor with Compound Planning, Inc. He holds Series 65 and Series 66 licenses and has 11 years of industry experience, including roles at Goldman Sachs & Co. and SVB Wealth. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and consulting. The firm employs a customized, risk-based investment approach using low-cost ETFs, direct indexing, alternative strategies, and third-party sub-advisors.

Debra Kriebel is a CFP® professional with 27 years of industry experience. She is currently with CW Advisors, LLC and previously worked for Pinnacle Advisory Group, Inc. for 25 years. She is also a partner in Waypoint Consulting Group, a non-investment-related business based in Columbia, MD. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, and charitable organizations. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies while providing wealth management, family office services, and retirement plan advisory.

Jonathan Michewicz is a CFA® charterholder with 15 years of industry experience. He has been with MyCIO WEALTH PARTNERS, LLC since 2009. The firm provides investment advisory and planning services primarily to high-net-worth individuals, trusts, pension plans, and charitable organizations, offering both discretionary and non-discretionary portfolio management. MyCIO focuses on recommending and monitoring allocations across a range of investment vehicles, including alternative investments, and sponsors multiple affiliated private pooled funds.

Timothy Tomalavage is a financial advisor at myCIO Wealth Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hirtle Callaghan & Co. LLC for eight years before joining myCIO in 2022. 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 offers both discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, tax preparation, and institutional Chief Investment Officer (CIO) services.