Brandon Labbe is a Series 65-licensed financial advisor at Elm Wealth with two years of industry experience. Before joining Elm Partners Management LLC in 2023, he held roles in accounting and various other sectors, including positions at PGM Accounting and The Philadelphia Orchestra. Elm Wealth manages over $3 billion in discretionary assets across a variety of investment vehicles, including an exchange-traded fund, private funds, and separately managed accounts. The firm employs a rules-based, dynamic asset allocation strategy that incorporates valuation and momentum signals to adjust portfolios on a regular basis.

Erik O'Neal is a CFP® with 13 years of industry experience and currently serves as an advisor at Bryn Mawr Trust Advisors, LLC. He previously worked at West Capital Management, Inc. for nine years and is the owner of O'Neal Consulting Group, LLC, a former financial services consultancy. 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 policy statements and diversified portfolios using a variety of investment vehicles, including ESG strategies through third-party providers, and maintains co-advisory relationships with WSFS Bank and other trust companies.

Abdul Khaliq is a financial advisor with BCG Securities, Inc., holding a Series 66 designation and 16 years of industry experience. He has worked at BCG Securities since 2018 and previously held positions at Bank of America and Merrill. BCG Securities serves institutional retirement plans and individual clients with accounts generally above $25,000, providing portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes written investment policy statements and tailored recommendations, often implementing advice on a non-discretionary basis, and uses independent third-party managers as part of its investment approach.

Clinton Lynch is a CFP®-credentialed financial advisor at CW Advisors, LLC with 19 years of industry experience. His prior roles include positions at Congress Wealth Management, Apexium Financial, Charles Schwab, TD Ameritrade, and Eaton Vance Management. CW Advisors, LLC is a multi-team firm offering investment management, comprehensive wealth planning, and family office services to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm uses a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG strategies and is part of the larger Osaic corporate group, providing access to trust, lending, alternative investment platforms, and continuity solutions for independent advisors.

Marc Gaillard II is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds a Series 66 designation and has 11 years of industry experience. Prior to joining Mutual of Omaha in 2018, he worked at Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. Outside of his advisory role, he is involved in several non-investment activities, including serving as president of a nonprofit financial education organization and authoring faith-based personal development books. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and emphasizes a model portfolio approach, working alongside related broker-dealer and insurance businesses within the Mutual of Omaha group.

Alyssa Zentner is a CFP® and holds a Series 66 license with six years of industry experience. She is currently with Choreo, LLC in Cherry Hill, NJ, where she has worked since 2026. Prior to that, she spent ten years at PNC. Choreo serves a diverse client base, including individual and high-net-worth investors, family offices, and institutional clients, offering a range of advisory services from portfolio management to outsourced CIO services. The firm employs a strategic, quantitative investment process and provides specialized advisory services such as 1031 like-kind exchange and Deferred Sales Trust™ consulting.

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.

Michael Kostiuk is a Series 66-licensed financial advisor with over 10 years of industry experience. He has been with BCG Securities, Inc. since 2013 and has worked concurrently with Horace Mann Investors, Inc. and Horace Mann Companies since 2019. BCG Securities serves institutional retirement plans and individual clients with accounts generally above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes written investment policy statements, tailored recommendations, and often implements advice on a non-discretionary basis while utilizing independent third-party managers and a variety of analytical approaches.

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.

Gregory Taglienti is a financial advisor at Capital Analysts with 19 years of industry experience. He holds the Series 66 designation and has worked at Lincoln Investment Planning, Inc. since 2007, following a brief tenure at Ameriprise. He is also the sole member of a legal services firm, providing legal assistance to the public and other legal professionals. 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 through both discretionary and non-discretionary approaches, utilizing proprietary fund screening and providing access to third-party managers and retirement-plan advisory services.

Michael Harriett is a financial advisor at Capital Analysts with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Lincoln Investment and Lincoln Investment Planning since 2016. Outside of his advisory work, Harriett serves as a board member for the Parks & Recreation department in Lambertville, New Jersey. 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 combination of discretionary and non-discretionary investment management.

Charles Posnecker is a CFP® and CFA® with seven years of industry experience, currently serving at Bryn Mawr Trust Advisors, LLC. His prior roles include positions at Bryn Mawr Capital Management, Cypress Capital Management, and Christiana Trust. He holds board and investment committee roles with the Delaware Community Foundation and Spotlight Delaware, participating in portfolio review and investment policy oversight. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other entities. The firm offers customized investment policies and diversified portfolios using a range of investment vehicles, including ESG strategies through third-party providers, and maintains co-advisory relationships with WSFS Bank and other financial institutions.

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.

Andre Harrielal is a financial advisor with Altitude Capital Management LLC, holding Series 65 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Brookstone Wealth Advisors, Whitney & Associates/Total Advisors, and Morgan Stanley. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, managing discretionary assets with tailored strategies based on client objectives, time horizon, and risk tolerance. The firm employs a multi-team approach and operates managed account programs with regular portfolio reviews.

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.

Brett Straub is a financial advisor with The AmeriFlex Group in Haddon Heights, NJ, holding CFP® and ChFC® designations with 35 years of industry experience. His prior roles include positions at Cambridge Investment Research, Principal Securities, and PRINCIpAL LIFE INSURANCE. Straub is also the owner of The Straub Group Advantage, a business focused on insurance, benefits, and human resources. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing model asset allocations and discretionary manager relationships across multiple custodians.

Kartik Aggarwal is a financial advisor at MyCIO Wealth Partners, LLC with two years of industry experience. He holds the Series 65 designation and has held roles at Agility Ventures and several academic institutions, including positions supporting international students and alumni relations. MyCIO Wealth Partners provides investment advisory and related planning services primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm focuses mainly on non-discretionary portfolio management and offers a range of investment vehicles including mutual funds, ETFs, private funds, and alternative investments.

Logan Cruet is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Gladstone, he worked at LPL Financial and Florida Financial Advisors. His background also includes roles outside finance at Dick's Sporting Goods and teaching positions at Rensselaer Polytechnic Institute and Gateway Regional High School. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, offering a range of investment approaches including individual equities and bonds, mutual funds, ETFs, alternative investments, and tax-managed strategies.

Jacob Bloom is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA. He holds the Series 65 designation and has been in the industry since 2025. His prior experience includes roles at Brown Brothers Harriman, JPMorgan Trust Co of Delaware, and Drexel University. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, estates, pension plans, and charitable organizations. The firm emphasizes non-discretionary portfolio management and offers access to a range of investment options including mutual funds, private funds, and alternative investments.

Jeffrey Garlatti is a financial advisor at BCG Securities, Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Horace Mann Investors, Inc. and Pruco Securities LLC. BCG Securities serves institutional retirement plans and individual clients with accounts typically above $25,000, providing portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes tailored investment policy statements and frequently implements advice on a non-discretionary basis, utilizing independent third-party managers and a range of analytical approaches.