William Beard is a financial advisor at Wedbush Securities Inc. with 25 years of industry experience. He previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Stifel Nicolaus & Co. Beard operates MJB Wealth Management Group as a marketing name for his Wedbush Securities business. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, and capital markets, with customized portfolio management strategies tailored to client objectives and risk tolerances.

Charles Barrett is a financial advisor at Copeland Capital Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Copeland since 2010. Prior to that, he was with Northern Lights Distributors, LLC and Vigilant Distributors, LLC. Copeland Capital Management offers discretionary and non-discretionary portfolio management, model delivery, and sub-advisory services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm employs a conservative, dividend-growth oriented investment approach that integrates fundamental, quantitative, macroeconomic, and technical analysis across various market-cap strategies.

Mark Giovanniello is a CFA® charterholder with 23 years of industry experience. He is a financial advisor at Copeland Capital Management, LLC and previously worked at The Colony Group, LLC and Rorer Asset Management, LLC. Copeland Capital Management is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a conservative, disciplined dividend-growth investment philosophy and manages both discretionary portfolios and non-discretionary model advice across a range of domestic and international strategies.

Robert Riegen is a CFP® with seven years of industry experience, currently serving as an advisor at Roffman Miller Associates Inc. He previously worked at Fidelity Brokerage Services and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of financial services, he has a long history with Unos Chicago Grill. Roffman Miller Associates provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.9 billion across about 1,560 client relationships, employing a committee-based investment process focused on long-term objectives, diversification, and fundamental research.

Todd Wartman is a financial advisor at Capital Analysts with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Lincoln Investment and FIFTH THIRD SECURITIES, Inc. 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.

Noah Modica is a financial advisor at Pine Valley Investments with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Pine Valley Investments in 2023, he held roles at several firms including Securian Financial Services, Allied Wealth Partners, Minnesota Life Insurance, and Chubb. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension plans, charitable organizations, and business entities. The firm utilizes a combination of fundamental, technical, and quantitative analysis to tailor client portfolios and offers access to private equity vehicles and third-party managers.

Gregory Locke is a financial advisor with Advisory Services Network and holds over six years of industry experience. He is also the owner and CPA of Locke and Welsh, P.C., a certified public accounting firm he has operated since 1998. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a broad network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, overseeing approximately $8.6 billion in client assets.

Michael Vanni is an investment advisor with Siebert AdvisorNXT, LLC, holding Series 63, 65, and 66 credentials and bringing 31 years of industry experience. His career includes roles at Muriel Siebert & Co. LLC, Stockcross Financial Services, Inc., and Select Advisory Services, LLC. He divides his time between Siebert AdvisorNXT and Muriel Siebert & Co., both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm utilizes a web-based platform incorporating Modern Portfolio Theory and risk-tolerance assessments to construct and manage ETF/ETN portfolios, offering both discretionary and non-discretionary solutions with access to third-party and independent managers.

Emily Hagarty is a Series 66-licensed financial advisor with Capital Analysts, bringing nine years of industry experience. She has worked at Lincoln Investment since 2017 and previously at Michael Enos from 2015 to 2017. Capital Analysts serves a diverse client base including individuals, 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 in-house investment management.

Justin Pagliei is a CFP®, CFA®, and Series 65-certified financial advisor with 20 years of industry experience. He has been with myCIO Wealth Partners, LLC since 2005. The firm provides investment advisory and planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. MyCIO Wealth Partners focuses on recommending and monitoring allocations primarily through a non-discretionary approach, offering services that include portfolio management, financial planning, retirement consulting, and CIO solutions, with expertise in a broad range of investment vehicles and affiliated private pooled funds.

Robert Ricci is a financial advisor at IAMS Wealth Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has been an owner and independent insurance agent at Solid Rock Financial since 1995, specializing in life insurance, long-term care, and annuities. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management tailored to client objectives, utilizing a range of investment strategies including proprietary and third-party model portfolios.

Micah Fretz is a financial advisor at Beacon Capital Management, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Forthright Capital Partners, Forthright Capital Advisory, Eagle Life Insurance Company, and Lincoln Financial Distributors. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a wide range of clients including individuals, pension plans, corporations, charitable organizations, and institutional clients, using data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.

Susan Arnold is a financial advisor at Roffman Miller Associates Inc with 20 years of industry experience. She holds Series 63 and Series 65 designations and has been with Roffman Miller since 2008. Roffman Miller Associates provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.9 billion across about 1,560 client relationships, using a committee-based investment process that emphasizes tailored asset allocation, long-term objectives, diversification, and fundamental research.

Richard Simkus is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at Prism Advisory Group, LLC, where he was a managing member, as well as Frontier Solutions, Purshe Kaplan Sterling Investments, and Wells Fargo Advisors. He also serves as an investment manager for the Prism Jade Fund LP, a hedge fund. Apollon Wealth Management is a multi-team SEC-registered investment adviser with approximately 145 advisors managing about $11.56 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth families, family offices, trusts, estates, businesses, and retirement plans, combining centrally managed strategies with locally managed portfolios and offering a range of financial planning and portfolio management services.

Michael Schneider is a financial advisor at Capital Analysts with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Lincoln Investment since 2016. He also worked at Temple University from 2013 to 2017. 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 through both discretionary and non-discretionary approaches, leveraging an in-house Investment Management & Research team and third-party managers.

Adam Scherzer is a Series 65-licensed financial advisor with Independence Square Holdings, LLC, bringing over 20 years of experience through his ownership of Scherzer Financial Inc., which offers investment advisory and insurance services. He is also co-owner and writer for Shadow Legacy Media Properties LLC, a company focused on producing scripts and intellectual property for television series. Independence Square Holdings serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, and ERISA advisory services. The firm employs a multi-team approach with approximately 40 advisors, offering a mix of customized and model portfolios along with access to third-party managers and extensive digital platform services.

Brendan Hunter is a CFP® certificant based in Conshohocken, PA, with five years of industry experience. He currently works at HBKS Wealth Advisors and has prior experience at Wescott Financial Advisory Group LLC and The Vanguard Group, Inc. HBKS Wealth Advisors serves individual clients across wealth segments, retirement plans, and institutional clients, providing personalized investment management, financial planning, and pension consulting. The firm manages accounts using proprietary model portfolios, sub-advisors, and multiple platform arrangements, offering a broad set of strategies without specializing in a single investment area.

Lisa Borrelli is a financial advisor at Bryn Mawr Trust Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has worked at Bryn Mawr Trust Advisors since 2019, following six years at BDO USA LLP. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation that provides discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, and institutional clients. The firm manages approximately $3.51 billion in regulatory assets and employs a combination of strategic asset allocation, tactical adjustments, active and passive management, and proprietary multi-asset solutions.

Edward O'Brien is a financial advisor at McAdam LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at McAdam LLC since 2014, alongside prior roles at Purshe Kaplan Sterling Investments and Madison Avenue Securities. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, utilizing fundamental analysis to allocate assets across mutual funds, ETFs, independent managers, and individual securities, with specialized strategies including direct indexing and alternative investments.

Stephen Biggin is a CFA® charterholder with three years of industry experience. He has worked at Bryn Mawr Trust Advisors since 2023 and previously held positions at Bryn Mawr Trust and Sei. 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 advisory firms.