Matthew Voliva is a financial advisor with Capital Analysts, holding a Series 66 designation and 15 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2011. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs and access to third-party managers. The firm utilizes an in-house investment management team and proprietary screening tools to support its advisory services.

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.

Michelle Square is a financial advisor with Avantax Planning Partners, Inc. in Southampton, NJ, holding Series 63 and Series 65 credentials and 29 years of industry experience. Her prior work includes roles at Equitable Advisors and Axa Advisors, LLC. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm delivers these services primarily through a network of CPA firms and registered advisor representatives, managing approximately $7.57 billion in assets for about 7,500 clients as of December 2025.

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.

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.

David Lafferty is a CFP® with 24 years of industry experience, currently serving at Wescott Financial Advisory Group LLC since 2000. He holds Series 63 and Series 65 licenses and is based in Philadelphia, PA. Wescott Financial Advisory Group provides wealth management and comprehensive financial planning to a diverse client base including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach that combines passive and active strategies with a tax-sensitive, disciplined process and individualized Investment Policy Statements.

Anthony Aulffo is a CFP® with 16 years of industry experience, currently serving as an advisor at Wealthcare Advisory Partners LLC. His prior experience includes roles at Private Advisor Group, LPL Financial, Taylor Capital Management, Retirement Wealth Advisors, Mass Mutual Investors Services, and MSI Financial Services. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that combines patented Wealthcare software with behavioral economics, using a mix of quantitative metrics, fundamental and technical analysis, passive and active investments, and dynamic rebalancing.

Charles King is a financial advisor with 25 years of industry experience, currently with 1919 Investment Counsel, LLC. He holds the Series 63 and Series 65 designations and has worked at Legg Mason Investment Counsel, LLC since 2005. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, pension plans, and public entities. The firm emphasizes customized portfolios centered on liquid mid- and large-cap equities and investment-grade fixed income, utilizing proprietary and third-party research supported by AI and machine learning.

Robert Schneider is a financial advisor with Bryn Mawr Trust Advisors, LLC in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include nearly two decades at Conservest Capital Advisors, Inc., a year at United Capital Financial Advisers (a Goldman Sachs company), and seven years with Bryn Mawr Capital Management. Bryn Mawr Trust Advisors, LLC is a bank-affiliated, SEC-registered investment adviser that provides discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, and institutional clients. The firm employs a proprietary multi-asset investment approach and collaborates with WSFS Bank and other financial entities in co-advisory and sub-advisory arrangements.

David Gehring is a CFP® professional with 16 years of industry experience. He has been with MyCIO Wealth Partners, LLC since 2009. 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 a range of portfolio management and consulting services, focusing primarily on non-discretionary management and advising multiple affiliated private pooled investment vehicles.

Joseph Biegaj is a financial advisor at Corda Investment Management, LLC with two years of industry experience. He holds a Series 65 designation and has prior work history at Green Expert Technology and General Dynamics Electric Boat. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for over 1,300 clients. The firm offers discretionary portfolio management and integrated financial planning services to individuals, including high-net-worth clients, as well as pension consulting, tax preparation, and estate-planning services.

Robert Shaw is a CFP® and CFA® at MyCIO Wealth Partners, LLC in Philadelphia, with 25 years of industry experience. He has been with MyCIO since 2005. MyCIO Wealth Partners advises high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm focuses on recommending and monitoring allocations across various investment vehicles and sponsors multiple affiliated private pooled investment funds.

Daniel Dubyk is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Fusion Investment Advisors, LLC since 2013 and American Brokerage Services, Inc. since 1997. Fusion Investment Advisors, doing business as Coppell Advisory Solutions LLC, serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses an open-architecture platform and combines tailor-made asset allocation models with fundamental and technical analysis to implement strategies aligned with client objectives.

Andrew Wilt is a financial advisor with Capital Analysts and holds Series 63 and Series 65 licenses. He has 13 years of industry experience, including 11 years at Lincoln Investment and over two decades associated with Villanova University. Wilt is also engaged in financial planning through Heritage Advisory Group, a separate practice focusing primarily on financial planning activities. Capital Analysts serves a diverse client base that includes individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management utilizing in-house model portfolios, third-party managers, and emphasizes fiduciary responsibility in its advisory services.

Andrew Shamy is a financial advisor with Stratos Wealth Advisors LLC in Philadelphia, PA, holding Series 63, Series 66, and Series 65 registrations with 11 years of industry experience. Prior to joining Stratos in 2021, he worked at TIAA and TIAA-CREF from 2011 to 2020. Stratos Wealth Advisors serves a diverse client base including individuals, trusts, retirement plans, nonprofits, corporations, and institutions, offering financial planning and portfolio management through various platforms and solutions, with integrated access to SEI-affiliated investment and custody services.