Raymond Beck is a financial advisor at Pinnacle Investments, LLC with 56 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Pinnacle Investments in 2022, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2014 to 2022. Pinnacle Investments is a multi-team SEC-registered investment adviser managing approximately $1.06 billion in assets and serving nearly 2,000 clients, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutions. The firm offers a range of advisory services and employs both fundamental and technical analysis in portfolio management.

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.

Gregory Dupee is a financial advisor at Aegis Capital Corp. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Janney Montgomery Scott for ten years. Outside of his advisory role, he serves as Secretary of the Board for the Camp Fire Conservation Fund, a nonprofit organization focused on conservation issues. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options across multiple managed account programs and supports trade execution, clearing, custody, and reporting services.

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.

Steven Harrigan is a financial advisor at Regal Investment Advisors LLC with six years of industry experience. He holds a Series 65 designation and has worked at Regal since 2019. Harrigan also serves as an insurance agent with American Senior Advisors, a role he has held since 2009. Regal Investment Advisors, operating as LionShare, provides discretionary investment management services through independent advisers to a diverse client base including individual, charitable, and corporate clients. The firm offers proprietary and third-party model portfolios with discretionary implementation and rebalancing.

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.

Glenn Eckstut is a financial advisor with On Investment Management Company, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at THE O.N. Equity Sales Company, Ohio National Financial Services, and Key Bank/First Niagara/LPL Financial. Outside of advisory work, he is active as an independent agent in life, disability, and long-term care insurance sales. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individuals, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs, combining fee-based planning with access to third-party investment platforms and both discretionary and non-discretionary portfolio management options.

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.

Mark Inserra is a CFA® charterholder and holds a Series 66 license with 23 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2002 and joined Capital Analysts in 2024. Outside of his advisory role, he serves as secretary/treasurer for a local homeowners' association. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management utilizing in-house investment models and third-party managers, and maintains affiliations with Lincoln Investment and Pershing/BNY.

Edward Forst Jr. is a CFP®-designated financial advisor with Capital Analysts, based in Fort Washington, PA. He has 46 years of industry experience, including long-term affiliations with Lincoln Investment Planning, Inc. since 1980 and Linsure, Inc. since 1986. Outside of his advisory work, he is involved in real estate activities including property ownership and financing. Capital Analysts serves individual and institutional clients through discretionary and non-discretionary portfolio management, offering customized and model portfolios supported by an in-house Investment Management & Research team. The firm manages approximately $8.8 billion and works with a broad client base including retirement plans, trusts, and charitable organizations.

Edward Zakarewicz Jr. is a financial advisor with Capital Analysts, holding a Series 63 designation and 27 years of industry experience. He has worked at Lincoln Investment Planning since 2009. Capital Analysts serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, and charitable organizations, providing both discretionary and non-discretionary portfolio management through various programs and customized solutions.