Joseph Duncan is a financial advisor at Pine Valley Investments with 14 years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Merrill from 2006 to 2009. Outside of finance, he owns Reaction Lacrosse, where he teaches lacrosse basics and runs camps and clinics for local youth teams. 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 manages both directly held accounts and affiliated private funds.

Stephen Burley Jr. is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Facet. His previous roles include positions at The Vanguard Group, Inc. and TIAA-CREF. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, covering a wide range of planning areas primarily through phone, video, and a proprietary web platform. The firm uses model-based asset allocations focused on exchange-traded funds and employs technology-driven processes including machine learning for tax optimization and portfolio management.

David Swiderski is a CFP® professional with 25 years of industry experience, currently serving at Sequent Planning, LLC. He has previously worked at Securities America Advisors, Equitable Advisors, and MSI Financial Services, among others. In addition to his advisory role, he acts as an insurance agent through Futurity First Insurance Group. Sequent Planning, LLC operates as Futurity First Wealth Management and provides investment advisory services to individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm employs a structured risk framework and offers asset management, financial planning, and retirement plan services, supported by a network of independent investment adviser representatives.

Enthony Silva is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, he focuses on helping clients identify what matters most to them and their families to develop tailored strategies aimed at pursuing their financial goals. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Enthony earned his High School Diploma from NorthEast High School and completed an Accredited Certificate Program at the College for Financial Planning.

Caley Burke is a financial advisor at Jefferies Investment Advisers LLC with 12 years of industry experience. He holds the CFA® designation and Series 66 license. His prior experience includes roles at J.P. Morgan Securities and JP Morgan Chase Bank. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process that covers a broad range of topics from tax and estate planning to executive compensation and philanthropic planning.

Steven Cacciutti is a financial advisor with Consolidated Portfolio Review Corp, holding a Series 66 designation and 13 years of industry experience. His career includes roles at WSFS Wealth Investments, Commonwealth Financial Network, and Ameriprise Financial Services. Consolidated Portfolio Review serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, financial planning, and a range of investment approaches implemented by independent advisors using strategic asset allocation and fundamental and technical analysis.

Jonathan Markoe is a financial advisor at Pine Valley Investments with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J Alden Associates, Purshe Kaplan Sterling Investments, Bank of America, and Merrill Lynch. 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 combination of fundamental, technical, and quantitative analysis to tailor portfolios and offers services such as model portfolios, performance reporting, and third-party manager allocation.

David Pilaitis is a CFP® with 25 years of industry experience currently at United Capital Financial Advisors. He previously worked at Apexium Financial LP and The Investment Center, Inc. He holds Series 63 and Series 65 licenses. United Capital provides national financial planning and discretionary investment management to a wide range of clients, including individuals, high-net-worth households, retirement plans, and institutional accounts, and offers a platform that supports customization and access to various investment options.

Kevin Millard is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Stratos Wealth Advisors LLC, where he has worked since 2021. His prior experience includes roles at TIAA-CREF, Morgan Stanley, and Merrill. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, providing financial planning and portfolio management through a network of 71 investment advisory representatives across multiple teams.

Wayne Lesage Jr. is a CFP® and CFA® with 13 years of industry experience, currently serving at Waverly Advisors, LLC. He previously worked at Coho Partners and Quasar Distributors, LLC. He is also an adjunct professor at Villanova University, teaching corporate finance. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors and $29.9 billion in assets under management. The firm serves individual clients, retirement plans, and pooled investment vehicles, offering a range of portfolio management, financial planning, and multi-family office services that integrate traditional and alternative investment strategies.

Darek Koleda is a ChFC® credentialed advisor with eight years of industry experience, currently serving at Pine Valley Investments since 2022. He is the owner of Koleda Tax LLC d/b/a Fanty, Koleda & Associates, a tax and financial firm that occupies the majority of his time. Koleda has held positions at prior firms including Avantax Advisory Services and Lane Hipple - Wealth Management Group. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm employs a variety of analytical approaches and trading strategies, manages pooled investment vehicles and affiliated private funds, and offers sub-advisory and referred client services under discretionary authority.

Thomas Stoner is a financial advisor at Bryn Mawr Trust Advisors, LLC with a Series 65 designation. He has been in the industry since 2025, having previously worked at Foster Victor Wealth Advisors and Bryn Mawr Trust. Before entering the financial sector, he spent several years in education and also was involved with the business 1-900-ICE-CREAM. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser affiliated with WSFS Financial Corporation. The firm provides discretionary investment management, financial planning, retirement-plan fiduciary services, and participant account management to a broad range of clients, including high-net-worth individuals, trusts, foundations, corporations, and institutional clients.

Garrett Spangler is a financial advisor at Bryn Mawr Trust Advisors, LLC with seven years of industry experience. He holds the Series 66 designation and has worked previously at West Capital Management and The Erb Law Firm. He also has a long-term affiliation with Delaware Valley University. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, foundations, corporations, and other entities. The firm offers diversified portfolio management using independent managers, mutual funds, ETFs, and private fund platforms, and serves as a sub-adviser to WSFS Bank’s Wealth division as well as other advisers and trust companies.

Jackson Crowe is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA, holding a Series 65 designation with less than a year of industry experience. His prior roles include positions at PAX Partners of Raymond James, Airgas, and Drexel University. Outside of advising, he is the sole founder of Blackfeather Strategies, a consulting LLC established as part of a leadership program. MyCIO Wealth Partners serves high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory services including portfolio management, financial planning, and retirement consulting, with a focus on non-discretionary investment management and alternative investment vehicles.

Michael Modica is a financial advisor at Pine Valley Investments with 12 years of industry experience. He holds the Series 66 designation and has been with Pine Valley since 2015. Outside of his advisory work, he is a co-founder and part owner of a software development company and serves as a referral affiliate for DRB Bank, specializing in student loan refinancing. Pine Valley Investments provides discretionary portfolio management, pension consulting, and related advisory services to individuals, pension plans, charitable organizations, and business entities, employing a range of analytical strategies and serving both clients and other advisers through subadvisory arrangements.

Sean Roberts is a CFP® and CFA® with 29 years of industry experience. He has worked at Wescott Financial Advisory Group LLC since 2022 and previously spent 31 years at Asset Planning Services. 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 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.

Ho Tae Chang is a CFP® professional with 34 years of experience and has been with BCG Securities, Inc. since 2003. In addition to his advisory role, he teaches martial arts classes and serves as treasurer for Messiah United Methodist Church. He also engages in tax consulting and preparation seasonally. BCG Securities is a team-based firm serving institutional retirement plans and individual clients, focusing on portfolio management, financial planning, and pension consulting. The firm emphasizes tailored recommendations often on a non-discretionary basis and regularly utilizes independent third-party managers in its investment approach.

Jonathan Huang is a financial advisor at MyCIO Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at firms including Rede Partners (Americas) LLC, Eden Global Partners, ICONIQ Capital, and Glenmede Trust Company, N.A. Huang also has a background in education and the arts, having been affiliated with the University of Pennsylvania, Pingry School, and The Juilliard 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 emphasizes non-discretionary portfolio management and offers access to a wide range of investment vehicles, including mutual funds, private investment funds, and alternative investments.

Kurtis Stroemel is a financial advisor at Realta Investment Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 registrations and has worked with Realta Investment Advisors since 2008. Outside of investment advisory, he serves as president of HR&S Financial Services, LLC, where he oversees insurance sales, and holds several nonprofit treasurer roles, including at the Camden County College Foundation and the Voorhees Township Police Foundation. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice through advisor interviews and typically implements diversified portfolios using mutual funds, ETFs, equities, fixed income, and alternatives, with access to multiple management platforms and third-party managers.

Nancy Nawn is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with Facet and has previously worked at firms including CWM, Mitlin Financial, Origin, Watchdog Planning LLC, Mercer Global Advisors, and Merrill. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, using a technology-driven approach that includes model-based asset allocations and proprietary machine-learning algorithms. The firm serves a broad range of households through phone, video, and a web platform, offering comprehensive planning and investment services without percentage-of-assets fees.