James Biles is a CFA® charterholder with 28 years of industry experience, currently serving as an advisor at MyCIO Wealth Partners, LLC since 2005. Based in Philadelphia, PA, he holds Series 63 and Series 65 licenses. 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 emphasizes non-discretionary portfolio management and offers a range of financial planning and consulting services, with a focus on alternative investments and private pooled vehicles.

Joseph Granahan is a financial advisor with Prosperity - An EisnerAmper Company in Philadelphia, PA, holding a Series 65 license and six years of industry experience. Prior to joining Prosperity in 2026, he worked at MyCIO Wealth Partners for six years and has held roles at Heffler, Radetich & Saitta, LLP, Dougherty Electric, F&M Library, and Franklin & Marshall College. Prosperity - An EisnerAmper Company provides financial planning, portfolio management, and consulting services to individuals, trustees, estates, retirement plans, and business entities. The firm manages approximately $5 billion in assets across a team of 63 advisors, emphasizing asset allocation and diversification through both discretionary and non-discretionary management strategies.

Mark Dougherty is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Wealthcare Advisory Partners LLC and has prior experience at Mutual of Omaha and LPL Financial. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework and offers access to alternative investments and proprietary planning tools.

Carl Price is a financial advisor at Integrity Advisory Solutions with one year of industry experience. He holds a Series 65 credential and has been involved in investment advisory work since 2023, following over two decades as an attorney specializing in estate planning and elder law through his firm Price & Price, LLC. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a network of advisers who manage customized or model portfolios across various asset classes.

Rebecca Iacopelli is a CFP® certificant with eight years of industry experience. She currently works at Wescott Financial Advisory Group LLC, where she has been employed since 2021. Her prior experience includes roles at H&H Retirement Design and Management, Inc., myFinancialAnswers, Facet Wealth, and Main Street Financial Life Advisors. Wescott Financial Advisory Group serves individual clients, family offices, charitable organizations, and retirement plans, providing wealth management, financial planning, family office solutions, trust services, and pension consulting. The firm employs an open-architecture, multi-manager investment approach that combines passive and active strategies with fundamental analysis and emphasizes tax-sensitive portfolio construction.

Joseph Tigani is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 credential. He has worked in various roles, including positions at Secure Money Wealth, DataAnnotation, Rutgers University, and Columbia University. Tigani has no prior industry experience in financial advising before joining Foundations Investment Advisors. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of about 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Francis Frederico is a financial advisor at Pine Valley Investments with 16 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Shingle Oak Advisors, LLC and MML Investors Services, LLC. 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 tailors portfolios using fundamental, technical, and quantitative analysis and serves other advisers through tri-party agreements and subadvisory arrangements.

Scott Inglis is a CFA® charterholder with 18 years of industry experience. He is currently with Carnegie Investment Counsel, where he has worked since 2014. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a wide range of clients, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a multifaceted investment approach incorporating fundamental, technical, cyclical, and ESG analysis and offers both discretionary and non-discretionary portfolio management.

Anthony Voce is a financial advisor at MyCIO Wealth Partners, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MyCIO Wealth Partners since 2016. 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 offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, tax preparation, and institutional CIO services, with a focus on recommending and monitoring allocations across a range of investment vehicles.

Alexander Rawdin is a CFP® with seven years of industry experience. He has been with Wescott Financial Advisory Group LLC since 2017, following three years at Pandora Media, Inc. Rawdin holds the Series 65 license and is based in Philadelphia, PA. 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, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach that combines passive and active strategies through a tax-sensitive, disciplined process supported by individualized Investment Policy Statements.

John Crowther is a financial advisor at Calton & Associates, Inc. with 40 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Prior to joining Calton & Associates in 2004, he has been involved with Spartan Planning Agency since 1980, where he serves as an officer engaged in insurance sales. Crowther also serves as a board member of the Paulsboro Chamber of Commerce. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both discretionary and non-discretionary management options and offers multiple program structures, including firm-managed wrap programs and third-party money manager platforms.

Joseph Frazer is a financial advisor at Wescott Financial Advisory Group LLC in Philadelphia, PA, holding a Series 65 designation with six years of industry experience. Before joining Wescott in 2019, he worked at JPMorgan Chase, TD Bank, and DICK's Sporting Goods. Wescott Financial Advisory Group serves individual clients, family offices, charitable organizations, and retirement plans with services including wealth management, financial planning, family office solutions, trust services, and retirement plan consulting. The firm employs an open-architecture, multi-manager investment strategy that integrates passive and active approaches and emphasizes tax-sensitive portfolio construction.

Michael Valenti is a CFP® professional with three years of industry experience, currently serving at Bryn Mawr Trust Advisors, LLC. Prior to this role, he worked at Cwm, LLC, Carson Group, LLC, CI Private Wealth, LLC, and Radnor Financial Advisors. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other business entities. The firm offers customized investment policy statements and diversified portfolios utilizing independent managers, mutual funds, ETFs, proprietary separate accounts, and third-party private fund platforms, including ESG strategies.

Francis Lojewski Jr. is a financial advisor with M Holdings Securities, Inc., holding the ChFC® designation and Series 63 and 65 licenses, and has 32 years of industry experience. He has worked at Madison & Main Advisors LLC since 2019 and has been affiliated with M Holdings Securities Inc. since 2010. In addition to his advisory roles, he is the owner of a pass-through entity, Francis J. Lojewski, LLC. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of independent firms. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance-related advisory services, utilizing multiple sponsored platforms and third-party managers.

Jerry Bell II is a financial advisor at Elm Wealth in Philadelphia, PA, with two years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for VidMob, Inc. from 2015 to 2023. Elm Wealth manages approximately $3.02 billion in discretionary assets and offers investment advisory services to a diverse client base, including pooled investment vehicles, an exchange-traded fund, private/offshore funds, and high-net-worth individuals. The firm employs a rules-based, dynamic asset-allocation strategy using low-cost mutual funds and ETFs across multiple vehicle types.

Candida Weinrick is a financial advisor at Choreo, LLC with 20 years of industry experience and holds a Series 66 designation. Her career includes roles at Morgan Stanley Smith Barney, UBS Financial Services, Hightower Advisors, and Merrill. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Richard Milburn is a CFA® charterholder with three years of industry experience. He is currently with CW Advisors, LLC and has previously worked at Congress Wealth Management LLC, MainLine Private Wealth, LLC, and Archer Investment Management Solutions. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach that combines active, passive, quantitative, and ESG strategies, using both third-party money managers and internally managed risk-managed strategies.

Robert Moore Jr. is a Series 66-licensed advisor with 25 years of industry experience. He has worked at Pine Valley Investments since 2016 and previously held positions at Purshe Kaplan Sterling Investments and J Alden Associates. In addition to his advisory role, he offers fixed insurance solutions to clients. 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. The firm uses a combination of fundamental, technical, and quantitative analysis across various strategies and serves both directly managed accounts and referred clients under Tri-Party Agreements.

John Mac Aulay is a CFP® professional with 10 years of industry experience, currently serving as an independent contractor at McAdam LLC. He previously worked at Purshe Kaplan Sterling Investments for eight years. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a fundamental analysis approach to portfolio management, offering a range of investment strategies including mutual funds, ETFs, independent managers, and specialized alternatives tailored to client risk tolerance and objectives.

Cristina Barsony is a financial advisor at Girard Advisory Services, LLC in Philadelphia, PA, holding a Series 65 designation with four years of industry experience. Her career includes roles at Univest Bank and Trust Co and M&T Bank. Girard Advisory Services, LLC is a fee-only registered investment adviser that offers wealth management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification using a proprietary research process and provides access to specialized strategies and affiliated banking and insurance services through its parent company structure.