James Spencer is a financial advisor at Copeland Capital Management, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Rorer Asset Management, LLC since 1999. Copeland Capital Management provides discretionary and non-discretionary portfolio management, model-delivery, and sub-advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, foundations, corporations, and institutional investors. The firm employs a conservative, dividend-growth oriented investment approach that integrates multiple analytical methods across a broad range of market-cap strategies and also serves as an adviser to investment companies and government entities.

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 credential and previously worked 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 about 1,359 clients. The firm offers discretionary portfolio management and integrated financial planning to individuals and pension consulting/ERISA plan services, employing customized portfolios that include a variety of trading and investment strategies.

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.

Daphne Richards is a CFP® certificant with seven years of industry experience, currently serving as a financial advisor at Sage Financial Group Inc. since 2020. She previously worked at The Vanguard Group, Inc. from 2018 to 2020 and has held roles at JP Morgan Chase & Co. and Hofstra University. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors with investment management and financial planning, including family office services. The firm’s investment approach is based on fundamental analysis and a long-term purchase orientation, with a notable role advising private pooled real estate funds and partnerships for estate-planning services.

Stephen Cohn is a financial advisor with Sage Financial Group Inc. in West Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Sage Financial Group since 1991 and serves as co-president of several affiliated real estate and private equity firms. Sage Financial Group provides investment management and financial planning services to individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors. The firm offers family office services and manages portfolios with a focus on fundamental analysis and long-term investment strategies, distinguishing itself through advisory roles with private pooled real-estate funds and affiliated private equity structures.

Seamus Obrien is a financial advisor with Summit Wealth Group and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including prior roles at SEI Investments Management Corporation and Pershing Advisor Solutions LLC. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes target allocations based on each client’s financial profile and employs a range of analytical approaches, frequently implementing strategies through third-party money managers and sub-advised models.

Andrew Shamy is a financial advisor at Stratos Wealth Advisors LLC in Philadelphia, PA, with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Stratos in 2021, he worked at TIAA and TIAA-CREF from 2011 to 2020. Stratos Wealth Advisors is an SEC-registered, multi-team firm managing approximately $5.57 billion in assets for nearly 5,000 clients across 31 offices. The firm serves individuals, trusts, retirement plans, and institutional accounts, offering comprehensive financial planning and portfolio management through a network of independent advisory representatives.

Erik Hickman is a financial advisor with Bryn Mawr Trust Advisors, LLC, holding a Series 65 credential and bringing 15 years of industry experience. He has worked at Bryn Mawr Capital Management since 2016 and previously at West Capital Management, Inc. from 2011 to 2017. 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 retirement-plan fiduciary services to individuals, trusts, foundations, corporations, and institutional clients. The firm employs a multi-asset investment approach combining strategic asset allocation with active and passive managers and uses proprietary solutions alongside third-party platforms to serve a diverse client base.

Anna Sadowski is a financial advisor with MyCIO Wealth Partners, LLC, holding a Series 65 credential and starting her advisory career in 2024. Her prior experience includes roles at Temple University, PNC Financial Services, and various positions outside the financial industry. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals and institutions, focusing on non-discretionary portfolio management and a diverse range of investment vehicles including private funds and alternative investments.

Christopher Bryan is a financial advisor with Pine Valley Investments, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Pine Valley Investments since 2018 and has concurrent roles with Union Benefits Group, LLC and National Life Group dating back to 2010. Outside of his advisory work, Bryan is involved in community activities including youth leadership and coaching roles with Ridley Park Presbyterian Church and Ridley United Soccer Club, as well as managing Knockerball Philadelphia, LLC. Pine Valley Investments provides discretionary portfolio management, pension consulting, and related advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm customizes portfolios using fundamental, technical, and quantitative analysis, offering both long-term and short-term strategies, and serves other advisers through tri-party and subadvisory arrangements.

Jeffery Ahrens is a CFP® with 25 years of industry experience, currently serving with Gladstone Wealth Partners. His prior roles include positions at LPL Financial, Exceptional Risk Advisors, and Raymond James Financial Services. Outside of his advisory work, he is involved in a sports data aggregation venture named Metrix Matter. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment advisers. The firm offers a range of services including discretionary portfolio management and retirement plan consulting, and is notable for its integration of retirement-plan service delivery with institutional manager relationships.

Wendy Ellis is a financial advisor at Wescott Financial Advisory Group LLC with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Specific Solutions, Raymond James Financial Services Advisors Inc., and Fulton Financial Advisors. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, and corporate pension plans. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies with a tax-sensitive, disciplined process.

Anthony Vasile is a financial advisor at Pine Valley Investments with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Delaware Back Pain and Rehabilitation Associates. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses fundamental, technical, and quantitative analysis to tailor portfolios and also serves other advisers through tri-party agreements and subadvisory arrangements.