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.

Rita Camp is a financial advisor at Santander Securities LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Santander Securities and Santander Bank since 2015, with prior experience at Wells Fargo and Uber. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and centralized client support.

Michael Einhorn is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds the CFP® and ChFC® designations and has 15 years of industry experience. His prior roles include positions at Mutual of Omaha Insurance Company and Financial Advisors of Delaware Valley. He is also involved in Divorce Financial Solutions and engages in joint case work and mentorship at Family Wealth Management. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, money manager relationships, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and uses Pershing as a qualified custodian and introducing broker-dealer.

Stephen Rennard is a CFP® and holds a Series 65 license with 17 years of industry experience. He has been with MyCIO Wealth Partners, LLC since 2008. The firm provides investment advisory and related planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. MyCIO Wealth Partners offers a range of portfolio management, financial planning, and CIO services, with a focus on non-discretionary asset allocation and advising multiple affiliated private pooled investment vehicles.

Henry Miller is a CFA® charterholder and Series 63 licensee with 10 years of industry experience. He has been with Miller Investment Management, LP since 1998. Outside of his advisory role, he serves as a director on the boards of several fast casual restaurant businesses and a music production and publishing company. Miller Investment Management provides advisory and supervisory services to individuals, pension plans, foundations, trusts, and private pooled vehicles. The firm employs a combined fundamental and technical analysis approach with a long-term focus, managing both discretionary and non-discretionary assets across separately managed accounts and private funds.

Zachary Rhoda is a financial advisor at Capital Analysts with two years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Investment, Clearpath Wealth Partners, and Rev.com. Outside of finance, his background includes roles in education and in the food service industry. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm employs an in-house Investment Management & Research team that manages discretionary portfolios using proprietary screening processes and offers a variety of advisory services tailored to client needs.

Kenneth Cappelli is a financial advisor at Sequent Planning, LLC with 29 years of experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Equitable Advisors, Mutual of Omaha, and Securities America Advisors. Sequent Planning, LLC serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations, offering asset management, financial planning, access to third-party model managers, and a range of retirement-plan services. The firm employs a structured risk framework emphasizing diversified exposures and uses platforms such as AdvisorEngine and Charles Schwab for custody and administration.

John Sion is a CFP® with 27 years of industry experience and has been with Sage Financial Group Inc. since 1998. He serves as a named trustee on a client portfolio managed by the adviser, a role undertaken at the client’s request without specific compensation. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors, offering investment management and financial planning services that include family office support and coordination with other professional advisors. The firm’s approach is based on fundamental analysis and a long-term purchase orientation, with notable activity as adviser to affiliated private pooled real-estate funds.

William Voliva is a CFP® with 33 years of industry experience and is affiliated with Capital Analysts. He has worked at Lincoln Investment for the past 10 years. In addition to his advisory role, he is an insurance producer specializing in disability and fixed insurance products. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house investment management team that employs proprietary screening tools and model portfolios.

Lori Hartman is a financial advisor at Roffman Miller Associates Inc with 21 years of industry experience. She holds a Series 65 designation and has been with Roffman Miller Associates since 2002. Roffman Miller Associates serves individual and high-net-worth clients as well as retirement plans, trusts, estates, charitable organizations, and corporations, generally managing accounts with a $1,000,000 minimum. The firm uses a team-oriented investment approach emphasizing long-term objectives, diversification, and fundamental security selection, supported by a formal Investment Committee.

Victoria Cocciolone is a financial advisor at Pine Valley Investments in Marlton, NJ, holding a Series 65 designation with five years of industry experience. She has been with Pine Valley Investments since 2016. 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, employing a range of investment strategies and serving both direct and referred clients.

Harold Hill is a financial advisor with Capital Analysts, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1992 and has also served at Rutgers University for over four decades. Outside of his advisory role, he serves as Chairman of the Community Friendship Foundation, focusing on community service projects. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with access to custom strategies, third-party managers, and retirement plan advisory services, supported by an in-house Investment Management & Research team.

Nicholas Daniels is a financial advisor with Advisory Services Network, holding a Series 65 designation and one year of industry experience. He has worked at several firms, including Gold Gerstein Group CPA LLC and Richard Hatch CPA. Outside of advisory work, he is an enrolled agent providing tax preparation services through Apex Tax Advisors LLC. Advisory Services Network serves individuals, families, corporations, and charitable organizations by offering portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection through a network of independent advisers. The firm manages approximately $8.6 billion in client assets and provides tailored investment strategies across various asset classes using both discretionary and non-discretionary approaches.

Christopher Freddo is a financial advisor at Bryn Mawr Trust Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including PNC Financial Services Group and Truist Investment Services. He serves on the board and investment committee of the Comprehensive Learning Center LLC, a school specializing in education and life skills for individuals with autism. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser that provides discretionary investment management, financial planning, and retirement-plan fiduciary services to a diverse client base, including individuals, trusts, foundations, and institutional clients. The firm employs a multi-asset investment approach combining proprietary strategies, independent managers, and both active and passive management.

Robert Botel is a financial advisor at Prospera Financial Services, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Prospera since 2006. Outside of his advisory work, he serves as trustee, power of attorney, and executor for two family trusts without compensation. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer that serves individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across 207 advisors and offers a range of investment advisory and financial planning services through various platforms and customizable portfolio strategies.

Jeffrey Karpel is a financial advisor at Sage Financial Group Inc. with 20 years of industry experience. He holds the Series 65 designation and has been with Sage Financial Group since 2006. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors by offering discretionary and non-discretionary investment management and financial planning. The firm’s investment approach is based on fundamental analysis and a long-term purchase orientation, and it provides family office services including retirement and tax planning, concentrated stock and insurance reviews, and coordination with other professional advisors.

Charles Johnston is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Wescott Financial Advisory Group LLC. His prior experience includes roles at Vanguard Advisers, New York Life Insurance, and NYLIFE Securities LLC. Johnston serves on the board of the Ardmore Business Association, where he is involved in hosting community events and promoting local businesses. Wescott Financial Advisory Group serves individual clients, family offices, charitable organizations, and retirement plans, offering a range of wealth management and consulting services. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies, with a focus on tax-sensitive portfolio construction.

Alexander Nikpour is a CFP® with 10 years of industry experience, currently serving at Ethos Financial Group, LLC since 2022. He previously worked at Almanack Investment Partners and Wells Fargo Clearing. Outside of his advisory role, he serves as chair of the advisory board for Limelight Intelligence, Inc. and is a member of the advisory board for a golf simulator community, contributing to marketing and financial strategy. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations with discretionary and non-discretionary investment management, financial planning, estate planning, and related consulting. The firm uses model portfolios focused on diversified, risk-conscious allocations and supplements its process with third-party research and tax-overlay management.

Nolan Lenaghan is a Series 65-licensed financial advisor at Elm Wealth with one year of industry experience. His prior roles include positions at DaFonte Pro Training, Ossining, Oppenheimer and Co., and DeCicco and Sons. He attended Lafayette College and Cornell University from 2020 to 2024. Elm Wealth manages over $3 billion in discretionary assets and serves a diverse client base, including individual investors, pooled investment vehicles, private offshore funds, and an exchange-traded fund. The firm employs a rules-based, dynamic asset-allocation strategy utilizing low-cost mutual funds and ETFs, offering a range of investment vehicles and personalized planning services.

Coby Schwartz is a financial advisor at Copeland Capital Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Janney Montgomery Scott and Northern Lights Distributors. Copeland Capital Management is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, trusts, and municipalities. The firm manages discretionary portfolios employing a conservative dividend-growth investment philosophy across various market-cap and international strategies, and oversees over $4 billion in discretionary assets along with significant model portfolio advisory services.