William Stanley Jr. is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA, holding a Series 65 designation with 10 years of industry experience. He has been with MyCIO Wealth Partners since 2015. 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 a range of portfolio management and financial planning services, focusing primarily on non-discretionary asset management and sponsoring multiple affiliated private pooled investment vehicles.

David Barol is a CFP® and ChFC® with 32 years of industry experience. He is currently with CreativeOne Securities, LLC and has previously worked at Securities America Advisors, Questar Asset Management, and Lincoln Financial Advisors. Outside of his advisory work, he hosts the podcast "Bridge to Knowledge by David Barol" and is involved in book publishing through Bala House Publishing. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management and offers a variety of financial services including fiduciary retirement-plan support and access to third-party manager programs.

Jared Bolling is a financial advisor with Bryn Mawr Trust Advisors, LLC, holding Series 65 and Series 66 licenses. He joined Bryn Mawr Trust Advisors in 2026 and has prior experience in retail banking and hospitality. Bryn Mawr Trust Advisors is a bank-affiliated SEC-registered investment adviser providing discretionary investment management, financial planning, and fiduciary services to individuals, trusts, foundations, corporations, and institutional clients. The firm manages a range of multi-asset solutions combining strategic and tactical approaches across various investment vehicles.

Paul Miller is a financial advisor with Stonex Advisors Inc. based in Blue Bell, PA, holding a Series 66 designation and four years of industry experience. His work history includes roles at IM Wealth Partners and several other financial firms. Outside of his advisory duties, he provides administrative support for Covenant Home Care. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm employs a variety of investment strategies through independent advisors and in-house teams, utilizing multiple platforms and third-party money managers.

Jason Siebert is a financial advisor at Simplicity Wealth in Philadelphia, PA, holding a Series 65 license with one year of industry experience. He has worked at multiple firms since 2025, including JD Financial & Insurance and Foundations Investment Advisors LLC. Outside of his advisory role, he is president of JJAVERY Inc, a company involved in life insurance and annuities, where he manages marketing, finances, sales, and customer service. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and financial firms, offering services such as financial planning, portfolio management, and retirement plan advisory. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities, alongside model portfolios monitored and rebalanced regularly, and integrates technology and operational support for other advisers through its TAMP and software offerings.

Frank Hines is a financial advisor at Bryn Mawr Trust Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Commonwealth Financial Network, WSFS Wealth Investments, Susquehanna Financial Group, LLP, and Global Execution Brokers, LP. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser serving individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm specializes in discretionary investment management and financial planning, employing a multi-asset approach that combines strategic and tactical allocation with both active and passive managers.

Ross Harryhill is a financial advisor at MyCIO Wealth Partners, LLC with four years of industry experience. He holds a Series 65 designation and has worked in various roles related to the University of Pennsylvania and Penn Athletics prior to joining MyCIO Wealth Partners. MyCIO Wealth Partners, LLC provides investment advisory and related planning services primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management along with comprehensive financial planning and institutional CIO services.

Christopher Cohen is a CFP® professional with 14 years of industry experience. He currently works at BCG Securities, Inc. and previously held positions at Horace Mann Companies, Citizens Securities, Inc., PFS Investments Inc., and Primerica Financial Services. He holds Series 66, Series 65, and Series 63 licenses. BCG Securities serves institutional retirement plans and individual clients with accounts typically over $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm focuses on tailored investment policy statements and primarily provides non-discretionary advice, utilizing independent third-party managers and various analysis methods.

Ethan Anderson is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA, holding a Series 65 designation. He has experience working at Hartford Funds and has been with MyCIO Wealth Partners since 2023. Prior to his financial services roles, he held positions at Drexel University, Biotelemetry, and other firms. MyCIO Wealth Partners provides investment advisory and related planning services primarily 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, financial planning, and CIO services, with a focus on a broad range of investment vehicles and a predominantly non-discretionary approach.

Alexander Snyman is a financial advisor with Capital Analysts, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Lincoln Investment, Barilotti Wealth Strategies, Eagle Strategies, New York Life Insurance, and VOYA Financial Advisors. Snyman is also licensed as an insurance agent, brokering fixed insurance products. 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, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment teams employing proprietary fund screening and tax-aware strategies.

David Horan is a financial advisor at MyCIO Wealth Partners, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Carpenter Technology Corporation and various organizations linked to Temple University. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm focuses on recommending and monitoring portfolio allocations across a variety of investment vehicles, operating mainly on a non-discretionary basis.

Ivan Shabalov is a CFA® charterholder currently with Bryn Mawr Trust Advisors, LLC. He has professional experience at BNY Mellon Wealth Management, BNY Mellon Investor Solutions, and BNY Advisors spanning from 2013 to 2025. 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 strategies using a variety of vehicles including independent managers and ESG options, and serves as a sub-adviser to WSFS Bank’s Wealth division and other registered advisers.

Zackary Dempster is a financial advisor with Bryn Mawr Trust Advisors, LLC in Philadelphia, PA. He holds a Series 65 credential and has been with the firm and its affiliate WSFS Bank since 2023. Prior to his current role, he owned and operated First State Power Wash from 2020 to 2022. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser that provides discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm manages approximately $3.51 billion in regulatory assets and employs a multi-asset investment strategy combining strategic and tactical approaches with active and passive managers.

Conor Mc Kenna is a financial advisor at BCG Securities, Inc. with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining BCG Securities, he worked at ADP for six years and at Lehigh Valley Health Network for two years. BCG Securities serves institutional retirement plans and individual clients, generally those with accounts above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm employs a non-discretionary approach, uses independent third-party managers, and integrates multiple investment analyses across various strategies.

Samuel Newsham is a financial advisor with Capital Analysts and holds Series 63 and Series 65 licenses. He has 13 years of industry experience, including roles at Capital Analysts since 2023 and Lincoln Investment since 2013. Outside of his advisory work, he is active as a bass player in a performance ensemble, serves as Vice President of the Golden Slipper Club & Charities, coaches middle school wrestling, and is Chairman of the Trustees for the Williamson-Corinthian Lodge of Freemasons #368. Capital Analysts serves retail and institutional clients, including high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Christopher O’Neill is a CFA® charterholder with seven years at Pine Valley Investments and a total of four years in the financial industry. His prior experience includes roles at Archer Investment Management Solutions and S&P Dow Jones Indices. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension plans, charitable organizations, and business entities. The firm utilizes fundamental, technical, and quantitative analysis to tailor portfolios and offers access to private funds and third-party managers through various client arrangements.

Gregory Pizzano is a financial advisor at Pine Valley Investments with 22 years of industry experience. He holds a Series 65 designation and previously worked at Corrado Financial Group and Hallmark Capital Management, Inc. 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 employs a range of analytical methods and trading strategies, including the use of derivatives, margin, and short sales, and also serves other advisers through subadvisory arrangements.

Paul Fontanes Jr. is a financial advisor at myCIO Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience with the U.S. Department of the Navy and academic institutions including Pennsylvania State University and PA Leadership Charter School. 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 discretionary and non-discretionary portfolio management and a range of financial services, focusing primarily on recommending and monitoring allocations rather than exercising unilateral trade authority.

Daniel Lugo Villegas is a financial advisor with MyCIO Wealth Partners, LLC in Philadelphia, PA, holding a Series 65 designation and two years of industry experience. His prior roles include positions at KPMG, LLP and BLBB Advisors, LLC. Outside of finance, he has been involved with Brandon's Candles and has academic connections to Temple University. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm focuses on non-discretionary portfolio management and financial planning, with portfolios implemented across a range of investment vehicles including mutual funds, private funds, and alternative investments.

Michael Einhorn is a financial advisor with Mutual of Omaha Investor Services, Inc., holding CFP® and ChFC® designations and over 16 years of industry experience. His career includes roles at Mutual of Omaha Insurance Company, Divorce Financial Solutions, and Financial Advisors of Delaware Valley. In addition to advisory work, he is involved in family wealth management and provides mentorship and joint case work. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, delivering managed solutions primarily through a platform relationship with Envestnet. The firm combines advisory services with broker-dealer and insurance distribution businesses within the Mutual of Omaha group.