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 a Series 66 designation and has previously worked at Lincoln Investment and Clearpath Wealth Partners. Outside of finance, he has held roles in education and library services. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs and customized solutions. The firm’s investment process is supported by an in-house research team and includes options such as automated rebalancing, tax-aware strategies, and flexible discretionary authority arrangements.

Kenneth Cappelli is a financial advisor at Sequent Planning, LLC with 29 years of industry 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. In addition to his advisory role, he maintains an insurance agent position. Sequent Planning, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm delivers asset management, financial planning, and retirement-plan services through a network of nearly 100 advisors using a structured risk framework and diversified investment approaches.

William Voliva is a CFP®-designated financial advisor with 33 years of industry experience, currently affiliated with Capital Analysts. He has been with Lincoln Investment since 2016. Outside of advising, he is engaged in the sales and service of disability and fixed insurance products. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and relies on an in-house Investment Management & Research team that utilizes proprietary screening processes and model portfolios.

Lori Hartman is a financial advisor at Roffman Miller Associates Inc with 20 years of industry experience. She holds a Series 65 designation and has been with Roffman Miller since 2002. Roffman Miller provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.9 billion across about 1,560 client relationships, using a committee-based investment process focused on long-term objectives, diversification, and fundamental research.

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 with Capital Analysts, holding a Series 63 designation and 39 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1992 and is also affiliated with Rutgers University and the N.J. Army National Guard. Outside of his advisory role, he serves as Chairman of the Community Friendship Foundation, a community service organization. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with a focus on model portfolios, third-party managers, and ERISA plan advisory services, supported by an in-house investment management and research team.

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 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at PNC Financial Services Group and various entities affiliated with BB&T and Truist. Outside of his advisory role, he serves on the board and investment committee of the Comprehensive Learning Center, a school providing education and life skills to individuals with autism. Bryn Mawr Trust Advisors offers financial planning, consulting, and investment management services to a broad client base including individuals, trusts, retirement plans, and corporations. The firm employs customized investment policies and diversified portfolios using a mix of independent managers, mutual funds, ETFs, and private fund platforms, and maintains co-advisory relationships with WSFS Bank and other institutions.

Robert Botel is a financial advisor at Prospera Financial Services, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Prospera since 2006. Outside of his advisory work, he serves as trustee, power of attorney, and executor for two family trusts without compensation. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer that serves individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across 207 advisors and offers a range of investment advisory and financial planning services through various platforms and customizable portfolio strategies.

Charles Johnston is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Wescott Financial Advisory Group LLC. His prior experience includes roles at Vanguard Advisers, Inc. and New York Life Insurance. Johnston is a board member of the Ardmore Business Association, where he participates in hosting and planning community events and promoting local businesses. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to clients including high-net-worth individuals, families, trusts, and corporations. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies with a tax-sensitive, disciplined process tailored through individualized Investment Policy Statements.

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.

Michael Fothergill is a financial advisor at Elm Wealth with six years of industry experience. He holds a Series 65 designation and has worked at Elm Partners Management, LLC since 2019, following two years at SS&C Eze. Prior to his advisory career, he was affiliated with Connecticut College for four years. Elm Wealth manages approximately $3.02 billion in discretionary assets and serves a diverse client base including pooled investment vehicles, an exchange-traded fund, private and offshore funds, as well as individual and high-net-worth investors. The firm uses a rules-based, dynamic asset-allocation process across various investment vehicles and offers portfolio management alongside planning services.

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 financial advisor with Capital Analysts, holding a Series 66 designation and 15 years of industry experience. He has worked with Huntington Learning and Lincoln Investment Planning, Inc. since 2011. In addition to his advisory work, Burr operates several independent tutoring businesses. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management, utilizing an in-house Investment Management & Research team and proprietary model portfolios.

Eric Rodriguez is a financial advisor with Core Planning in Cherry Hill, NJ. He holds Series 65 and Series 63 licenses and has been with Core Planning since 2025. Prior to joining Core Planning, he worked at Magellan Federal, Tapfin/EY, WFG Insurance Agency, and Xpress Recon LLC. He is also a licensed insurance agent with WFG Insurance Agency, assisting individuals with insurance purchases on a part-time basis. Core Planning provides fee-only financial planning, wealth management, and portfolio management services primarily for individual and high-net-worth clients, as well as ERISA 3(21) retirement-plan advisory services. The firm tailors investment strategies based on client objectives and risk tolerance, utilizing third-party model portfolios and automated rebalancing tools.

Alan Cohen is an investment advisor representative with Concurrent Investment Advisors, LLC and a registered representative with Purshe Kaplan Sterling Investments, Inc. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and RBC Capital Markets, LLC. Outside of advisory work, he provides fixed insurance advice through a sole proprietorship related to fixed insurance production. Concurrent Investment Advisors, LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans with wealth management, financial planning, and investment management services. The firm manages approximately $9.9 billion in assets across discretionary and non-discretionary mandates, employing a long-term, customized investment approach using a range of securities and external managers.

Mario Dilisciandro is a financial advisor with Capital Analysts, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has worked at CTC, L.L.C. since 2012 and Lincoln Investment Planning, Inc. since 2010. Outside of his advisory roles, he serves as Board Chair for both the Mantua Township Municipal Utilities Authority and the Gloucester County Library System. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, utilizing an in-house Investment Management & Research team and a proprietary mutual-fund screening process, while providing advisors flexibility in client consultation and portfolio customization.

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.