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.

Jonathan Bernstein is a CFP®, CFA®, and holds a Series 66 license with 10 years of industry experience. He is currently with CGN Advisors, LLC and Bernstein Planning and Investment Management, having previously worked at Robert W. Baird & Co. Incorporated and Hefren-Tillotson. Bernstein is also an author and serves on the finance and investment committees of the Kohelet School and the Joseph Slifka Center for Jewish Life at Yale. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and tax-aware investment vehicles, frequently engaging institutional third-party managers and conducting ongoing portfolio reviews.

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.

Peter May is a CFP® professional with 10 years of industry experience, currently serving at AlphaStar Capital Management. Prior to joining AlphaStar in 2018, he worked at Belpointe Asset Management from 2016 to 2018. He is also self-employed, providing insurance and financial planning services and facilitating client referrals to 1031 Sherpa, LLC. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm employs strategic and tactical investment models incorporating various asset types and uses third-party portfolio construction technology, managing approximately $2.5 billion in assets with over 8,400 client relationships.

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.

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.

Christopher Morello is a CFP®, ChFC®, and Series 65-licensed financial advisor with 17 years of industry experience. He has been with MyCIO WEALTH PARTNERS, LLC since 2006. 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 discretionary and non-discretionary portfolio management, financial planning, and institutional Chief Investment Officer services, focusing primarily on non-discretionary asset management and a diverse range of investment vehicles.

Valeri Boclair is a financial advisor at Bryn Mawr Trust Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group for 27 years. His recent roles include positions at Bryn Mawr Capital Management and Ascensus LLC. 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 strategies using a range of vehicles including independent managers, mutual funds, ETFs, and private fund platforms, and serves as a sub-adviser to WSFS Bank’s Wealth division and other financial entities.

Linda Pyles is a CFP® with 18 years of industry experience and has been with Main Street Financial Solutions, LLC since 2012. She holds a Series 66 license and is based in Medford, NJ. 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 uses an academic-based, multi-asset class investment approach with a focus on low-cost passive ETFs alongside active funds and individual securities, providing tailored portfolios and ERISA fiduciary consulting.

Corey Fisher is a financial advisor at Pine Valley Investments with nine years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, Merrill Lynch, and Dunn Corporate Resources. 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 fundamental, technical, and quantitative analysis in constructing client programs and manages both directly held accounts and pooled investment vehicles, including affiliated private funds.