Theodore Piotrowicz is a CFA® charterholder and holds a Series 66 license, with 13 years of industry experience. He has been with Legacy Advisors, LLC since 2012. Outside of his advisory role, he serves on the boards of several charitable foundations, including the Cabot-Kjellerup Foundation and the Abele Family Foundation, where he contributes to governance and funding decisions. Legacy Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm provides modular financial planning, discretionary and non-discretionary portfolio management, retirement plan consulting, and third-party manager oversight, tailoring advice and portfolios to each client’s objectives and risk tolerance.

Sean Duffy is a financial advisor at Copeland Capital Management, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Vigilant Distributors, LLC. Sean was a full-time student for ten years prior to entering the industry. Copeland Capital Management provides discretionary and non-discretionary portfolio management, model-delivery, and sub-advisory services to a diverse client base including individuals, institutions, and pension plans. The firm employs a conservative, dividend-growth oriented investment approach using fundamental, quantitative, macroeconomic, and technical analysis across various market-cap strategies.

Timothy Dorazio is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at LPL Financial, KeyBank, and PNC Bank. Outside of his advisory work, he serves as a referee in the USA Hockey League. Independence Square Holdings serves individual clients, retirement plans, and institutional clients through financial planning, portfolio management, and ERISA advisory services. The firm employs a multi-team approach with approximately 40 advisors and integrates customized portfolios, model portfolios, and third-party solutions, along with extensive digital and platform services.

Matthew Mayer is a CFP® professional with 14 years of industry experience, currently affiliated with M Holdings Securities, Inc. and Perspective Financial Group since 2021. His prior experience includes eight years at The Vanguard Group and a year at Brumbaugh Wealth Management. He serves as treasurer for Chester County Young Life, where he helps set and review the organization’s budget. M Holdings Securities, Inc. serves a nationwide client base including individuals, retirement plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary investment management, retirement plan consulting, and insurance advisory. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, delivering investment management through financial professionals and third-party sub-advisors.

James Judge IV is a CFA® charterholder with 13 years of industry experience. He has worked at Ethos Financial Group, LLC since 2022 and previously held roles at Almanack Investment Partners and Gadsden. He serves as a volunteer member of an investment committee in Villanova, PA, participating in advisor hiring and investment oversight. Ethos Financial Group provides investment management and financial planning services to individuals, trusts, estates, municipal entities, and charitable organizations. The firm employs a model portfolio approach with diversified, risk-conscious allocations and incorporates third-party research and tax-overlay management in its process.

Jaclyn Swavely is a Certified Financial Planner (CFP®) with 23 years of industry experience. She is currently with Girard Advisory Services, LLC and has previously worked at firms including Kistler-Tiffany Advisors and APW Capital, Inc. She spends a small portion of her time on fixed insurance sales. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification through a proprietary research process and offers a range of investment strategies alongside retirement plan consulting.

Robert Bagonis Jr. is a financial advisor with Ethos Financial Group, LLC, holding a Series 65 license and five years of industry experience. He has been affiliated with Tritium Private Wealth since 2014, where he is a principal involved in estate, business succession, and insurance planning. Outside of financial advising, he is a CFO and owner of Trestle Beer Company LLC, also known as Wrong Crowd Beer Company. Ethos Financial Group serves individuals, trusts, estates, state and municipal entities, and charitable organizations, providing investment management, financial planning, estate planning, and related consulting. The firm uses a model portfolio approach with diversified, risk-conscious strategies implemented through various investment vehicles and supplements its process with third-party research and optional tax-overlay management.

David Hill Jr. is a financial advisor at Kathmere Capital Management, LLC with 14 years of industry experience. He holds the CFP® and CFA® designations along with Series 66 and Series 65 licenses. His prior work includes roles at LNW Wealth Management, YieldX Advisers, M HOLDINGS SECURITIES, Legacy Advisors, Miller Investment Management, and Lord, Abbett & Co. Kathmere Capital Management provides investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional sponsors such as pension plans, endowments, and foundations. The firm utilizes a top-down, model-portfolio approach primarily employing ETFs and no-load mutual funds, and acts as investment manager for pooled vehicles including the Kathmere Private Markets Fund 2024 LP.

Benjamin Kogan is a Certified Financial Planner® with five years of industry experience. He has worked at Sage Financial Group Inc. since 2021 and previously held roles at the U.S. Small Business Administration, The Law Office of Benjamin R. Kogan, and Greenberg Traurig LLP. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors, providing investment management and financial planning services along with family office offerings. The firm’s investment approach is grounded in fundamental analysis with a long-term purchase orientation, and it is notable for advising affiliated private pooled real-estate funds and incorporating performance-based compensation structures for those funds.

Mark Gombita is a CFP® professional with 12 years of industry experience. He is currently with Main Street Financial Solutions, LLC, where he has worked since 2024. Prior to that, he spent eight years at Merrill and Bank of America, N.A. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs an academic-based, multi-asset class investment approach, utilizing mutual funds, low-cost ETFs, actively managed funds, and alternative investments while also providing ERISA fiduciary consulting and managing held-away accounts through third-party platforms.

Michael Lovecchio is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Jacobi Capital Management, LLC. He has worked at Jacobi Capital Management since 2017 and has prior experience with LPL Financial LLC, Renaissance Investment Consultants Holding Co., WFG Investments Inc., and Equitable Advisors. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients, offering discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach combines fundamental security analysis with a proprietary “fusion analysis” framework and integrates advisor-enhanced digital programs alongside traditional and algorithm-driven model portfolios.

Matthew Dewitt is a financial advisor with Advisory Services Network, holding a Series 65 credential and six years of industry experience. His professional background includes roles at McAdam, DeGroff Financial, Avalon Merchants, and West Virginia University. In addition to his advisory work, he is an independent insurance agent specializing in life, accident, and health insurance. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, investment consulting, and retirement plan consulting, with strategies tailored to clients’ objectives and risk tolerances.

Gene Levengood is a financial advisor at Great Valley Advisor Group, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Good Life Advisors, LLC, LPL Financial, Private Advisor Group, LLC, and Raymond James Financial. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.

Brian Welsh is a financial advisor at HBKS Wealth Advisors in Conshohocken, PA, holding a Series 66 designation with 19 years of industry experience. He has worked at HBKS Wealth Advisors since 2017 and previously at Locust Capital Management LLC from 2013 to 2017. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, providing investment management, financial planning, and pension consulting. The firm offers tailored portfolios using a range of strategies and multiple platform arrangements, with services including a dedicated high-net-worth offering branded as Level 3.

Regan Schumacher is a financial advisor at HBKS Wealth Advisors in Conshohocken, PA, holding Series 63 and Series 66 licenses with 25 years of industry experience. His prior roles include positions at Janney Montgomery Scott LLC, Bank of America, Merrill, Wells Fargo Clearing, Credit Suisse Securities, and Morgan Stanley. Outside of his advisory work, he is a joint owner of a rental property in Sea Isle City, NJ. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm employs a broad range of strategies and typically manages accounts on a discretionary basis using proprietary models and sub-advisors.

Kaleb Burns is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His career includes roles at LPL Financial, Citizens Securities, Inc., Santander Securities LLC, and The Hershey Company. Outside of his advisory work, he serves as Chief Compliance Officer at ISQ Capital LLC and manages a consignment event business on a part-time basis. Independence Square Holdings serves individuals, retirement plans, and institutional clients by providing financial planning, portfolio management, pension consulting, and ERISA advisory services. The firm operates as a multi-team adviser with approximately 40 advisors, combining customized portfolios, model portfolios, and third-party solutions, while utilizing digital platforms and alternative investment options to implement client strategies.

Cheryl Gysi is a financial advisor with Geneos Wealth Management, Inc. She holds a Series 66 designation and has seven years of industry experience. Gysi has been affiliated with Geneos Wealth Management and Life Financial Group since 2015. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and referrals to third-party money managers through traditional and wrap-fee programs, employing a variety of investment strategies including fundamental, technical, and tactical asset allocation.

Christopher Cortese is a CFP® with 13 years of industry experience. He has been with Wescott Financial Advisory Group LLC since 2010. 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 uses an open-architecture, multi-manager investment approach that combines passive and active strategies within a tax-sensitive, disciplined process.

Jeffrey Wrabel is a financial advisor at Ethos Financial Group, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Almanack Investment Partners and Tegler McHenry Associates. Outside of his advisory work, he serves as treasurer for the charitable organization Knights of Columbus. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, providing investment management and financial planning through diversified, risk-conscious portfolios that use index-based exposures and various managed accounts. The firm supplements its approach with third-party research, offers tax-overlay management, and supports its advisors with technology while also acting as a sub-advisor to other registered investment advisers.

Bruce Freeston is a CFP® professional with 12 years of experience in financial advising. He has worked at Girard Advisory Services, LLC since 2019 and has been employed by Univest Bank and Trust Co. since 2007. His earlier experience includes five years at Vanguard Advisers. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm offers wealth management, financial planning, and retirement plan consulting, emphasizing asset allocation and diversification through a proprietary research process and an Investment Committee.