Michael Einhorn is a financial advisor with Mutual of Omaha Investor Services, Inc., holding CFP® and ChFC® designations and over 16 years of industry experience. His career includes roles at Mutual of Omaha Insurance Company, Divorce Financial Solutions, and Financial Advisors of Delaware Valley. In addition to advisory work, he is involved in family wealth management and provides mentorship and joint case work. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, delivering managed solutions primarily through a platform relationship with Envestnet. The firm combines advisory services with broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Stephen Rennard is a CFP® and holds a Series 65 license with 17 years of industry experience. He has been with MyCIO Wealth Partners, LLC since 2008. The firm provides investment advisory and related planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. MyCIO Wealth Partners offers a range of portfolio management, financial planning, and CIO services, with a focus on non-discretionary asset allocation and advising multiple affiliated private pooled investment vehicles.

Zachary Rhoda is a financial advisor at Capital Analysts with two years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Investment and Clearpath Wealth Partners. His background also includes roles outside finance, such as positions at Rev.com, Ciconte's Pizza West Deptford, and in local public schools and libraries. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and its own investment management team.

Kenneth Cappelli is a financial advisor at Sequent Planning, LLC with 29 years of experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Equitable Advisors, Mutual of Omaha, and Securities America Advisors. Sequent Planning, LLC serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations, offering asset management, financial planning, access to third-party model managers, and a range of retirement-plan services. The firm employs a structured risk framework emphasizing diversified exposures and uses platforms such as AdvisorEngine and Charles Schwab for custody and administration.

William Voliva is a CFP®-designated financial advisor with over 33 years of industry experience. He has been with Lincoln Investment since 2002. In addition to his advisory role, he is also an insurance producer specializing in disability and fixed insurance products. He is affiliated with Capital Analysts, a multi-team firm serving retail and institutional clients including high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement plan advice through a nationwide network of independent advisors and in-house investment management.

Lori Hartman is a financial advisor at Roffman Miller Associates Inc with 21 years of industry experience. She holds a Series 65 designation and has been with Roffman Miller Associates since 2002. Roffman Miller Associates serves individual and high-net-worth clients as well as retirement plans, trusts, estates, charitable organizations, and corporations, generally managing accounts with a $1,000,000 minimum. The firm uses a team-oriented investment approach emphasizing long-term objectives, diversification, and fundamental security selection, supported by a formal Investment Committee.

Daniel Morse is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked with firms including LPL Financial, Private Advisor Group, and Securities America Advisors. Morse has involvement in insurance-related activities, including life, disability, and long-term care insurance. Independence Square Holdings serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, and ERISA advisory services. The firm utilizes a combination of customized and model portfolios alongside third-party solutions and offers access to alternative investments and digital platforms.

Victoria Cocciolone is a financial advisor at Pine Valley Investments in Marlton, NJ, holding a Series 65 designation with five years of industry experience. She has been with Pine Valley Investments since 2016. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporations, employing a range of investment strategies and serving both direct and referred clients.

Harold Hill is a financial advisor at Capital Analysts with 39 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment Planning, Inc. since 1992. Hill also serves as Chairman of the Community Friendship Foundation, a nonprofit focused on local community service projects. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and in-house investment management using a proprietary mutual fund screening process.

Nicholas Daniels is a financial advisor with Advisory Services Network, holding a Series 65 designation and one year of industry experience. He has worked at several firms, including Gold Gerstein Group CPA LLC and Richard Hatch CPA. Outside of advisory work, he is an enrolled agent providing tax preparation services through Apex Tax Advisors LLC. Advisory Services Network serves individuals, families, corporations, and charitable organizations by offering portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection through a network of independent advisers. The firm manages approximately $8.6 billion in client assets and provides tailored investment strategies across various asset classes using both discretionary and non-discretionary approaches.

Christopher Freddo is a financial advisor at Bryn Mawr Trust Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including PNC Financial Services Group and Truist Investment Services. He serves on the board and investment committee of the Comprehensive Learning Center LLC, a school specializing in education and life skills for individuals with autism. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser that provides discretionary investment management, financial planning, and retirement-plan fiduciary services to a diverse client base, including individuals, trusts, foundations, and institutional clients. The firm employs a multi-asset investment approach combining proprietary strategies, independent managers, and both active and passive management.

Christina Alescio is a financial advisor at Cumberland Advisors with a Series 65 credential and one year of industry experience. Her prior experience includes roles at PNC Private Bank and The Edge Magazine. Cumberland Advisors serves high-net-worth individuals and institutional clients by providing discretionary portfolio management across fixed-income and equity strategies, as well as consulting and financial planning for customized accounts. The firm emphasizes active fixed-income management and ETF-based core-satellite equity strategies.

Charles Johnston is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Wescott Financial Advisory Group LLC. His prior experience includes roles at Vanguard Advisers, New York Life Insurance, and NYLIFE Securities LLC. Johnston serves on the board of the Ardmore Business Association, where he is involved in hosting community events and promoting local businesses. Wescott Financial Advisory Group serves individual clients, family offices, charitable organizations, and retirement plans, offering a range of wealth management and consulting services. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies, with a focus on tax-sensitive portfolio construction.

David Leone is a CFP® with 11 years of experience in financial services. He is currently affiliated with Forefront and Calton & Associates, having held prior roles at Halpern Financial, Pacific Life Insurance Company, and Jackson National Life Distributors. He also owns Leone & Company Wealth Management, providing comprehensive financial planning. Forefront Wealth Partners is a team-based SEC-registered adviser serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management and comprehensive planning services and utilizes customized portfolios with third-party managers and turnkey platforms.

Nolan Lenaghan is a Series 65-licensed financial advisor at Elm Wealth with one year of industry experience. His prior roles include positions at DaFonte Pro Training, Ossining, Oppenheimer and Co., and DeCicco and Sons. He attended Lafayette College and Cornell University from 2020 to 2024. Elm Wealth manages over $3 billion in discretionary assets and serves a diverse client base, including individual investors, pooled investment vehicles, private offshore funds, and an exchange-traded fund. The firm employs a rules-based, dynamic asset-allocation strategy utilizing low-cost mutual funds and ETFs, offering a range of investment vehicles and personalized planning services.

Julien Franklin is a financial advisor with Bryn Mawr Trust Advisors, LLC, holding a Series 65 designation and based in Philadelphia, PA. He has been with Bryn Mawr Trust since 2024 and previously worked with United Way of Greater Philadelphia and Southern New Jersey and Vanguard Charitable. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser offering discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, and institutional clients. The firm utilizes a Proprietary Multi-Asset Solutions approach, combining strategic asset allocation with various investment vehicles and maintains oversight through its Chief Investment Officer and Investment Committee.

Michael Fothergill is a financial advisor at Elm Wealth in Philadelphia, PA, holding a Series 65 designation with seven years of industry experience. He has worked at Elm Partners Management, LLC since 2019 and previously held a role at SS&C Eze from 2017 to 2019. Before entering the financial industry, he spent four years at Connecticut College. Elm Wealth manages approximately $3.02 billion in discretionary assets and serves a diverse client base, including pooled investment vehicles, an ETF, private/offshore funds, and high-net-worth investors. The firm employs a rules-based, dynamic asset allocation approach using low-cost mutual funds and ETFs across multiple investment vehicles.

David Navarro is a CFA® charterholder with 22 years of industry experience. He is currently with Bryn Mawr Trust Advisors, LLC, where he has worked since 2024. Prior to this, he held roles at West Capital Management, HD Vest, and other financial services firms. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, endowments, foundations, corporations, and other entities. The firm offers customized investment solutions using a range 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 advisers.

James Burr is a Series 66-licensed financial advisor with Capital Analysts in Marlton, NJ, bringing 15 years of industry experience. He has been affiliated with Lincoln Investment Planning, Inc. since 2011 and maintains a tutoring business as an independent sole proprietor. Capital Analysts serves retail and institutional clients, including high-net-worth investors, trusts, and charitable organizations, offering portfolio management and retirement-plan advice through a nationwide network. The firm combines discretionary investment management with advisor-managed portfolios and employs a proprietary mutual-fund screening process to construct tax-aware and diversified models.

Eric Rodriguez is a financial advisor with Core Planning in Cherry Hill, NJ, holding Series 63 and Series 65 licenses. He has over six years of experience as a licensed insurance agent with WFG Insurance Agency and has held roles at Magellan Federal, Tapfin/EY, and Xpress Recon LLC. Outside of advising, he works as an independent insurance agent on a part-time basis. Core Planning provides fee-only financial planning and wealth management for individual and high-net-worth clients, including ERISA 3(21) retirement-plan advisory services. The firm uses model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives and risk tolerance.