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 ChFC® credentialed advisor with 40 years of industry experience. He has been with Calton & Associates, Inc. since 2004 and has been an officer at Spartan Planning Agency, Inc., an insurance sales firm, since 1980. Crowther also serves as a board member of the Paulsboro Chamber of Commerce. Calton & Associates is a multi-team registered investment adviser and broker-dealer that serves individuals, retirement plans, trusts, estates, and businesses. The firm provides fee-based portfolio management, financial planning, and access to both proprietary and third-party investment programs using a variety of analytical approaches.

Mark Inserra is a CFA® charterholder with 24 years of industry experience. He is currently affiliated with Capital Analysts and has a long tenure with Lincoln Investment Planning, Inc. In addition to his advisory role, he serves as Secretary/Treasurer for the Lakeside Court Homeowners' Association, managing dues and maintenance for a private street. 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 and retirement-plan advice through a combination of discretionary and non-discretionary investment services, supported by an in-house research team and a proprietary mutual-fund screening process.

Edward Zakarewicz Jr. is a financial advisor with Capital Analysts and holds a Series 63 designation. He has 28 years of industry experience, including 17 years with Lincoln Investment Planning. Capital Analysts serves both retail and institutional clients, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm employs a proprietary mutual-fund screening process and provides investment management on both discretionary and non-discretionary bases.

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.

Lucile Steitz is a CFP® with 16 years of experience and has been with Sage Financial Group Inc. since 2013. She holds a Series 63 license and is based in West Conshohocken, PA. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors with discretionary and non-discretionary investment management and financial planning. The firm offers family office services and manages affiliated private pooled real-estate funds, utilizing fundamental analysis and a long-term investment approach.

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.

Andrew Hauber is a financial advisor at Diversify Advisory Services, LLC with 19 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His previous roles include positions at DFPG Investments, LLC and Hornor, Townsend & Kent, Inc. Hauber is also actively involved in life insurance brokerage through several entities, including 1847Financial and MWealth Advisors, providing sales and service for multiple carriers. Diversify Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and small business owners with tailored financial planning and portfolio management. The firm emphasizes tactical diversification and individualized asset allocation, offering a variety of investment models and strategies along with flexible fee arrangements.

Richard Milburn is a CFA® charterholder with three years of industry experience. He is currently with Congress Wealth Management LLC and has previously worked at MainLine Private Wealth, LLC and Archer Investment Management Solutions. He is part of CW Advisors, LLC, a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, pooled vehicles, and other RIAs, employing a Core-and-Satellite investment framework with a mix of active, passive, and ESG strategies across various asset classes.

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.

Nico Sethi is a Series 66-licensed financial advisor at Santander Securities LLC with 14 years of industry experience. He has worked at Santander Securities and Santander Bank since 2015. Outside of his advisory role, he serves as Treasurer and Executive Board Member for the Reserve at Northampton Community Association. Santander Securities LLC provides investment advisory services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee programs and financial planning services, delivering investment advice through a managed-account platform with discretionary account management and ongoing compliance oversight.

Christopher Truscello is a financial advisor at Diversify Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at DFPG Investments, LLC, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. He is also a financial representative at March FWD, where he sells fixed insurance products. Diversify Advisory Services is an SEC-registered advisory firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm focuses on tactical diversification and individualized asset allocation, offering a variety of portfolio management and consulting services tailored to client goals and risk tolerance.

James Todd is a financial advisor with Santander Securities LLC in Conshohocken, PA, holding Series 63 and Series 66 licenses with three years of industry experience. He has been with Santander Securities and Santander Bank since 2022, and previously worked at Lowe’s and Midway Bowling. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products, primarily serving individuals, ERISA and IRA accounts, and institutional entities.

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.