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 23 years of industry experience. He is currently with Bryn Mawr Trust Advisors, LLC, where he has worked since 2024. His prior roles include positions at West Capital Management and HD Vest, among others. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation, offering discretionary investment management, financial planning, and fiduciary services to a wide range of clients including individuals, trusts, and institutions. The firm employs a multi-asset investment approach combining strategic allocation, tactical adjustments, and a blend of active and passive management.

James Burr is a Series 66-licensed financial advisor with Capital Analysts, based in Marlton, NJ, and has 15 years of industry experience. Alongside his advisory role, he operates several tutoring businesses as an independent tutor. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, and charitable organizations, providing portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm combines in-house discretionary investment management with third-party advisor offerings and emphasizes fiduciary responsibility for retirement and tax-advantaged accounts.

Eric Rodriguez is a financial advisor with Core Planning, holding Series 65 and Series 63 licenses and based in Cherry Hill, NJ. He has been with Core Planning and Magellan Federal since 2025 and has a background that includes work with Tapfin/EY and experience as a licensed insurance agent with WFG Insurance Agency since 2020. Outside of his advisory role, he provides insurance services on a part-time basis. Core Planning offers fee-only financial planning, wealth management, and portfolio management primarily to individual and high-net-worth clients, along with ERISA 3(21) retirement-plan advisory services. The firm tailors investment strategies to client objectives and uses model portfolios and automated rebalancing tools to manage accounts.

Mario Dilisciandro is a financial advisor at Capital Analysts with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with CTC, L.L.C. and Lincoln Investment Planning, Inc. since 2010 and 2012 respectively. He serves as Board Chair for both the Mantua Township Municipal Utilities Authority and the Gloucester County Library System. Capital Analysts provides portfolio management and retirement-plan advice to a range of clients including individuals, high-net-worth investors, trusts, foundations, and charitable organizations. The firm operates through a nationwide network of independent advisors and uses both discretionary in-house management and non-discretionary third-party managers to deliver investment solutions.

Paulette Greenwell is a CFA® charterholder with 29 years of industry experience, serving as an advisor at Roffman Miller Associates Inc since 1995. She holds the Series 65 license and is based in Philadelphia, PA. Roffman Miller Associates serves individual and high-net-worth clients as well as retirement plans, trusts, estates, charitable organizations, and corporations, typically working with accounts at or above $1,000,000. The firm employs a team-oriented investment approach focused on long-term objectives, diversification, and fundamental security selection through a formal Investment Committee overseeing discretionary portfolio management and financial planning services.

Akhil Giri is a financial advisor at BFC PLANNING, Inc. with a Series 66 credential and one year of industry experience. He has previously worked at True Capital Partners and Berthel, Fisher & Company Financial Services, Inc. from 2021 to the present. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets under management through a network of independent adviser representatives.

Andrew Marcantonio Fields is a CFP® with nine years of industry experience, currently serving as a financial advisor at Plancorp, LLC. Prior to joining Plancorp in 2026, he worked at The Vanguard Group, Inc. for nine years. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, financial planning, and investment management services. The firm’s investment approach is based on Modern Portfolio Theory, utilizes documented Investment Policy Statements, and includes discretionary and non-discretionary management, with additional services such as tax preparation and cash management options.

Daniel Hernandez is a CFP® with 39 years of experience in the financial services industry. He is affiliated with Capital Analysts and has a longstanding history with Lincoln Investment Planning, Inc. Additionally, he serves as President of the Favorite Harbor Condo Association, where he oversees projects and maintenance. 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, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Thomas Mcelgunn is a financial advisor at Pine Valley Investments with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his primary role, he is involved with Pine Valley Planning, an insurance-related business activity. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to a diverse client base, including individual and high-net-worth clients, pension plans, charitable organizations, and corporations. The firm utilizes a range of analytical methods and trading strategies and manages both pooled investment vehicles and affiliated private funds, while also serving as a sub-advisor and managing referred clients under Tri-Party Agreements.

Matthew Voliva is a financial advisor with Capital Analysts, holding a Series 66 designation and 15 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 2011. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Nicholas Lampone is a financial advisor at Pine Valley Investments with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Dalzell Trading and Boenning & Scattergood. Outside of his advisory role, he is the founder and president of Sabio Industrial, LLC, a general contracting business. Pine Valley Investments provides discretionary portfolio management, pension consulting, and related advisory services to individuals, pension plans, charitable organizations, and business entities. The firm utilizes a combination of fundamental, technical, and quantitative analysis to tailor portfolios and also manages private funds and subadvisory relationships.

David Lees is a CFA® charterholder with 28 years of industry experience, currently serving at MyCIO Wealth Partners, LLC since 2005. He also serves as a director on the board of Bryn Mawr Bank and Trust Company, participating in its compensation, executive, and wealth committees. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, and institutional clients, focusing on non-discretionary portfolio management and offering access to a range of investment vehicles including private funds and alternative investments.

Caroline Lee is a financial advisor at Bryn Mawr Trust Advisors, LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at Bryn Mawr Capital Management, WorkPlay Ventures, Elyxium, Wetherby Asset Management, and BNY Mellon Wealth Management. She is also a member of a family-related estate planning LLC, though she does not receive compensation or dedicate work hours to this activity. 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 policy statements and diversified portfolios through various investment vehicles, including ESG strategies, and serves as a sub-adviser to WSFS Bank’s Wealth division and other advisory firms.

Jay Falini is a financial advisor with Zacks Investment Management, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Since 2008, he has worked concurrently at Zacks Investment Management and LBMZ Securities, Inc. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm combines quantitative and qualitative analysis using proprietary models across a range of strategies and serves both as a direct manager and a provider of indices, model portfolios, and private alternative funds through multiple distribution channels.

Gary D'alessio Jr. is a financial advisor at Verity Asset Management with five years of industry experience. He holds a Series 65 credential and has a background in law enforcement, including roles with the Burlington County Prosecutor's Office and the Cherry Hill Police Department. Outside of his advisory role, he is involved in several business activities, including partnerships in insurance agencies and ownership of a merchant services company. Verity Asset Management is an SEC-registered adviser providing discretionary portfolio management, retirement-plan advisory, and financial planning services to individual, corporate, and institutional clients. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party manager models.

Hal Michels is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with Prosperity - An EisnerAmper Company and has held roles at various firms including Dai Securities, Apw Inc, and EisnerAmper Wealth Management. Outside of advisory work, he is a partner involved in tax preparation and CPA services within his firm. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, retirement-plan advisory, and consulting services. The firm emphasizes asset allocation and diversification, offering both discretionary and non-discretionary management, and manages approximately $5 billion in client assets through a multi-team approach.

Bryan Faller is a financial advisor at Capital Analysts with 12 years of industry experience. He holds a Series 66 designation and has worked at Capital Analysts, The Faller Company, and Lincoln Investment Planning since 2014. Outside of his advisory role, he is involved in fine art sales through Faller Arts LLC, serves on the board of the True Women's Center, and holds trustee and management roles with art and nonprofit organizations. 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 and retirement-plan advice through a combination of in-house discretionary management and advisor-led non-discretionary strategies, supported by a proprietary mutual-fund screening process and institutional relationships.

James Henry III is a financial advisor with MyCIO Wealth Partners, LLC in Philadelphia, PA, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has been with MyCIO Wealth Partners since 2005. MyCIO Wealth Partners provides investment advisory and related 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 and financial planning across a broad range of investment vehicles, focusing mainly on recommending and monitoring allocations for its typically high-net-worth client base.

William Madara is a CFP® and ChFC® with 32 years of experience in the financial services industry. He has been with Advisory Services Network since 2016. In addition to his advisory role, he is a partner at Apex Tax Advisors, where he is involved in tax preparation, and he also works as an independent insurance agent specializing in life, long-term care, and disability insurance. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a variety of portfolio management and financial planning services, using diverse investment strategies and flexible engagement models.