Christopher Hines is a CFA® charterholder with 9 years of industry experience. He has been with HBKS Wealth Advisors since 2017 and previously worked at Locust Capital Management from 2016 to 2017. Hines holds a Series 63 license and is based in Conshohocken, PA. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and a specialized high-net-worth service called Level 3. The firm employs a broad range of strategies across multiple platforms and provides educational materials, affiliated business services, and sub-advisory support to third-party advisers.

Frances Nicoletti is a financial advisor at McAdam LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at McAdam LLC since 2014, previously employed at Purshe Kaplan Sterling Investments from 2014 to 2020. Outside of her advisory role, she coaches soccer at Rutgers-Camden. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial-planning service alongside access to alternative and specialized investment strategies.

Thomas Monahan is a financial advisor at BCG Securities, Inc. with 42 years of industry experience. He holds the Series 63 and Series 65 designations and has been with BCG Securities since 2007. Outside of finance, he owns and manages Max's Cafe in Gloucester City, New Jersey, and serves as president of the Hearth Community Fund, a nonprofit supporting low-income communities, as well as president of the Gloucester City Business Association. BCG Securities serves institutional retirement plans and individual clients with portfolio management, financial planning, and pension consulting services. The firm emphasizes tailored investment policy statements and uses a range of third-party managers and analyses to support non-discretionary advisory strategies.

Chad Polin is a financial advisor with Kingswood Wealth Advisors, LLC, and holds Series 63 and Series 65 licenses. He has 26 years of industry experience and has previously worked at firms including Truist Advisory Services, LPL Financial, and Cetera Investment Services. Outside of his advisory role, he serves as an assistant football coach for a high school freshman team and is involved in volunteer recordkeeping. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers customized investment advice on both discretionary and non-discretionary bases through an open-architecture platform and integrates insurance-linked account management alongside traditional portfolio management and financial planning services.

Michael Carberry is a financial advisor at Integrity Advisory Solutions with 28 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including LPL Financial, Gladstone Wealth Partners, Oppenheimer, Morgan Stanley, and Wells Fargo Clearing. Carberry has also provided investment advisory services through independent advisory firms associated with Gladstone Wealth. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, utilizing fundamental and technical analysis alongside various asset-allocation strategies.

Mark Frombach is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He has been with Roffman Miller Associates Inc. since 2006. Roffman Miller Associates provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a committee-based investment approach focused on long-term objectives, diversification, and fundamental research, managing approximately $2.9 billion across about 1,560 client relationships.

Marc Leven is a CFP® with 15 years of industry experience, currently serving at Aprio Wealth Management, LLC. He previously worked at UBS Financial Services for seven years before joining Aprio in 2019. Outside of his advisory role, he is a partner at Griffen Avenue Ventures, a venture capital and banking partnership. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities, employing asset allocation along with various trading techniques and offering access to sub-advised strategies and private investments. The firm is noted for its affiliation with a third-party administrator/pension consulting business and serves as a 3(21) adviser with approximately $1.57 billion in assets under advisement.

Theodore Beringer is a financial advisor at BC Advisors, LLC with 52 years of industry experience. He has been associated with MAFG RIA Services, Inc. since 1992 and The Mid-Atlantic Companies, Ltd. since 1980. In addition to his advisory role, he is a partner in Strategic Business Advisors, focusing on investment banking and mergers and acquisitions, and serves on the board of directors for Sloan Valve Company. BC Advisors, LLC provides investment advisory services, portfolio analysis, and consolidated performance reporting to a diverse client base including individuals, trusts, pension and profit-sharing plans, and corporations. The firm employs a fundamental analysis approach complemented by charting and cyclical analysis, offering a broad range of investment strategies and conducting ongoing due diligence and quarterly reviews.

Stephen Ference Jr. is a financial advisor with Stonex Advisors Inc. and IM Wealth Partners, holding Series 63, 65, and 66 licenses and bringing 10 years of industry experience. He has worked with StoneX Securities Inc. since 2016 and has prior experience at Cetera Wealth Services and MSI Financial Services. Outside of his advisory roles, he assists with investment and insurance business activities through IM Wealth Partners. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm offers both discretionary and non-discretionary solutions through independent advisors and an in-house Private Client Group, utilizing proprietary and third-party model portfolios with platforms like Envestnet and Advyzon.

James O'Donoghue is a financial advisor with BCG Securities, Inc. He holds the Series 66 designation and has 16 years of industry experience. He has worked at BCG Securities since 2015 and also with Horace Mann Companies since 2019. Outside of his advisory work, he occasionally drives for Lyft, providing rides to friends and commuters. BCG Securities serves institutional retirement plans and individual clients, typically those with accounts over $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes developing written investment policy statements and tailoring advice to client goals, often through non-discretionary management.

Jeffrey Peng is a CFA® charterholder based in Philadelphia, PA, with 18 years of industry experience. He has been with 1919 Investment Counsel, LLC since 2007. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to a diverse client base, including high-net-worth individuals and institutional clients. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and integration with its parent company, Stifel Financial Corp.

James Silvagni is a financial advisor at Advisor Share Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at GWN Securities, Inc., Equity Services Inc, and National Life Group. Outside of his primary role, he is involved with several ventures including an informational website on retirement topics and a federal retirement education initiative. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and institutional plans. The firm employs third-party sub-advisers and model portfolios, provides alternative and private investment options, and supports clients on both discretionary and non-discretionary bases.

David Mcgonigle is a financial advisor at Copeland Capital Management, LLC with 24 years of industry experience. He holds a Series 63 designation and has worked at Managers Distributors, Inc. and Rorer Asset Management, LLC since 2001 and 1999, respectively. Copeland Capital Management provides discretionary and non-discretionary portfolio management, model-delivery, and sub-advisory services to a range of clients including individuals, high-net-worth clients, pension plans, trusts, foundations, corporations, and institutional investors. The firm employs a conservative, dividend-growth oriented investment approach that incorporates fundamental, quantitative, macroeconomic, and technical analysis across various market-cap strategies and fixed-income/balanced allocations.

Martin Moyers is a CFP® professional with 26 years of experience in the financial services industry. He has worked at Roffman Miller Associates Inc since 2020 and previously held roles at PNC Wealth Management and Charles Schwab Bank. Based in Philadelphia, PA, Moyers holds the Series 63 and Series 65 licenses. Roffman Miller Associates serves individual and high-net-worth clients along with retirement plans, trusts, estates, charitable organizations, and corporations, generally focusing on accounts at or above $1,000,000. The firm employs a team-oriented investment approach with an active Investment Committee, emphasizing long-term objectives, diversification, and fundamental security selection.

Kristen Haley is a financial advisor with BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 10 years. Haley operates a wealth management business based in Berwyn, Pennsylvania. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension plans, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory programs, employing a range of investment strategies tailored to client needs.

Henry Miller Jr. is a financial advisor at Miller Investment Management, LP with nine years of industry experience. He holds a Series 65 designation and has been with Miller Investment Management since 2016. Miller Investment Management provides advisory and supervisory services to individuals, pension plans, foundations, endowments, trusts, business entities, and private pooled vehicles. The firm employs a combination of fundamental and technical analysis through internal committees to guide client allocations, managing both discretionary and non-discretionary assets across a broad range of investment strategies.

Matthew Ioannides is a financial advisor at MyCIO Wealth Partners, LLC, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Jersey Shore Portfolio Management, Olde Silver Tavern, and B2 Bistro, among others. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, pension plans, and charitable organizations. The firm offers a range of portfolio management and financial planning services, focusing mainly on non-discretionary asset allocation and advising multiple affiliated private pooled investment vehicles.

Ryan Kraus is a CFA® charterholder with 13 years of industry experience. He currently works at Sage Financial Group Inc. and has previously been employed at Brinker Capital and Lincoln Financial Distributors. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors with investment management and financial planning, including family office services. The firm’s approach is based on fundamental analysis and long-term investment, utilizing a range of vehicles and offering discretionary authority when authorized.

Robert Wurster is a financial advisor at Legacy Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Savant Wealth Management and Domani Wealth. Outside of his advisory work, he serves as Treasurer of the Lancaster Polo Club. Legacy Advisors serves individuals—including high-net-worth clients—as well as trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm offers modular financial planning, discretionary and non-discretionary portfolio management, and retirement plan consulting, tailoring advice and portfolios to clients’ objectives using a variety of investment strategies.

Ethan Kohanik is a financial advisor at MyCIO Wealth Partners, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Equitable Advisors. 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 a range of investment options including private pooled vehicles and alternative investments.