William Voliva is a financial advisor with Capital Analysts, holding the CFP® and Series 63 designations and bringing 33 years of industry experience. He has worked at Lincoln Investment for over two decades, from 2002 to the present. In addition to his advisory role, he is involved in the sales and service of disability and 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 provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and uses an in-house team to deliver discretionary investment management alongside third-party offerings.

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.

Daniel Morse is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked with firms including LPL Financial, Private Advisor Group, and Securities America Advisors. Morse has involvement in insurance-related activities, including life, disability, and long-term care insurance. Independence Square Holdings serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, and ERISA advisory services. The firm utilizes a combination of customized and model portfolios alongside third-party solutions and offers access to alternative investments and digital platforms.

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 at Capital Analysts with 39 years of industry experience. He holds a Series 63 credential and has been affiliated with Lincoln Investment Planning, Inc. since 1992. Hill has also served at Rutgers University since 1985 and in the New Jersey Army National Guard since 1979. Outside of advising, he is chairman of the Community Friendship Foundation, a community service organization. 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, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

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.

Christina Alescio is a financial advisor at Cumberland Advisors with a Series 65 credential and one year of industry experience. Her prior experience includes roles at PNC Private Bank and The Edge Magazine. Cumberland Advisors serves high-net-worth individuals and institutional clients by providing discretionary portfolio management across fixed-income and equity strategies, as well as consulting and financial planning for customized accounts. The firm emphasizes active fixed-income management and ETF-based core-satellite equity strategies.

Robert Botel is a financial advisor at Prospera Financial Services, Inc. with 32 years of industry experience. He has held his current position at Prospera since 2006. He holds Series 63 and Series 65 licenses. In addition to his advisory role, he serves as trustee, power of attorney, and executor for two related residence trusts without compensation. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and third-party platforms.

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.

David Leone is a CFP® with 11 years of experience in financial services. He is currently affiliated with Forefront and Calton & Associates, having held prior roles at Halpern Financial, Pacific Life Insurance Company, and Jackson National Life Distributors. He also owns Leone & Company Wealth Management, providing comprehensive financial planning. Forefront Wealth Partners is a team-based SEC-registered adviser serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management and comprehensive planning services and utilizes customized portfolios with third-party managers and turnkey platforms.

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.

Julien Franklin is a financial advisor with Bryn Mawr Trust Advisors, LLC, holding a Series 65 designation and based in Philadelphia, PA. He has been with Bryn Mawr Trust since 2024 and previously worked with United Way of Greater Philadelphia and Southern New Jersey and Vanguard Charitable. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser offering discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, and institutional clients. The firm utilizes a Proprietary Multi-Asset Solutions approach, combining strategic asset allocation with various investment vehicles and maintains oversight through its Chief Investment Officer and Investment Committee.

Michael Mccall is a financial advisor with Wedbush Securities Inc. He holds Series 63 and Series 65 designations and has 33 years of industry experience. His prior work includes roles at B. Riley Wealth Advisors, B. Riley Wealth Management, Raymond James & Associates, and RBC Capital Markets. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a wide range of services including wealth management, fixed income, commodities, securities lending, and institutional research, with a focus on tailored portfolio management and operational capabilities such as custodial and clearing services.

Emma Tranfalia is a financial advisor at McAdam LLC with six years of industry experience. She holds a Series 65 designation and has worked at McAdam LLC since 2020. Prior to that, she held roles at Young Citizens, the John Heniz History Center, Farm and Fisherman Tavern, Sweet Charlies, and the University of Pittsburgh. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households, providing financial planning, investment management, retirement plan consulting, and related implementation support. The firm manages client accounts on a discretionary basis and employs a range of investment strategies including mutual funds, ETFs, individual securities, and specialized exposures such as private investment funds and cryptocurrency.

Michael Fothergill is a financial advisor at Elm Wealth in Philadelphia, PA, holding a Series 65 designation with seven years of industry experience. He has worked at Elm Partners Management, LLC since 2019 and previously held a role at SS&C Eze from 2017 to 2019. Before entering the financial industry, he spent four years at Connecticut College. Elm Wealth manages approximately $3.02 billion in discretionary assets and serves a diverse client base, including pooled investment vehicles, an ETF, private/offshore funds, and high-net-worth investors. The firm employs a rules-based, dynamic asset allocation approach using low-cost mutual funds and ETFs across multiple investment vehicles.

Oshaka Pinto is a financial advisor at McAdam LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at McAdam since 2017, including a role as Client Service Business Manager starting in 2022. Prior to this, he was with Purshe Kaplan Sterling Investments and has experience with St. Joseph's University. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm typically manages client accounts on a discretionary basis using a range of investment vehicles and offers specialized exposures alongside traditional assets, supported by technology tools and a tiered subscription planning product.

David Navarro is a CFA® charterholder with 23 years of industry experience. He is currently with Bryn Mawr Trust Advisors, LLC, where he has worked since 2024. His prior roles include positions at West Capital Management and HD Vest, among others. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation, offering discretionary investment management, financial planning, and fiduciary services to a wide range of clients including individuals, trusts, and institutions. The firm employs a multi-asset investment approach combining strategic allocation, tactical adjustments, and a blend of active and passive management.

James Burr is a Series 66-licensed financial advisor with Capital Analysts, based in Marlton, NJ, and has 15 years of industry experience. Alongside his advisory role, he operates several tutoring businesses as an independent tutor. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, and charitable organizations, providing portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm combines in-house discretionary investment management with third-party advisor offerings and emphasizes fiduciary responsibility for retirement and tax-advantaged accounts.

Patrick South is a financial advisor at Arax Advisory Partners with 22 years of industry experience. He holds a Series 66 designation and has worked at SRS Capital Advisors, Inc. since 2012 and Hirtle & Co., LLC from 2004 to 2011. He is also a Managing Director and owner of SRS Investment Services, LLC, a partnership involved in collective advisory efforts. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm utilizes both in-house and external portfolio managers, offering a range of traditional and alternative investments, and supports its services with AI tools and third-party analytics.