Benjamin Auslander is a financial advisor at Independence Square Holdings, LLC with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Merrill and U.S. Trust. His background also includes roles in consulting and at Villanova University. Independence Square Holdings serves individuals, including high-net-worth clients, retirement plans, and institutional clients, offering financial planning, portfolio management, and pension consulting. The firm uses a multi-team approach combining customized and model portfolios, third-party solutions, and digital platform services to implement client strategies.

Peter Kokolus is a CFA® charterholder with 13 years of industry experience. He currently serves as a financial advisor at Mason Investment Advisory Services, Inc., where he has worked since 2026. Prior to joining Mason, he spent 22 years at The Vanguard Group, Inc. Mason Investment Advisory Services, Inc. is an SEC-registered investment adviser managing approximately $15.67 billion across about 1,063 clients. The firm offers fee-based financial planning, separately managed accounts, and institutional services including outsourced chief investment officer engagements, with an investment approach centered on strategic, long-term asset allocation and manager selection.

Reiner Westby is a CFA® charterholder with Dakota Wealth, LLC in Philadelphia, PA. He has been with Dakota Wealth since 2020 and previously worked at Drexel University from 2017 to 2021. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, and other entities. The firm offers customized portfolios with diversified allocations and employs a combination of fundamental, technical, cyclical, and charting analysis in its research process.

Kelly Regan is a CFP® professional with 11 years of experience in financial advising. She has been with Girard Advisory Services, LLC since 2014. Kelly holds a Series 65 license and is based in King of Prussia, PA. Girard Advisory Services, LLC is a fee-only registered investment adviser offering wealth management, portfolio management, financial planning, retirement plan consulting, and related services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves individual clients, including high-net-worth households, as well as plan sponsors and participants, utilizing a proprietary research process and a mix of domestic and international investments along with specialized strategies and ongoing suitability reviews.

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 with Capital Analysts in Fort Washington, PA, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His career includes roles at Lincoln Investment since 2012 and Capital Analysts Incorporated since 2007, as well as a brief tenure at Fifth Third Securities. Capital Analysts serves a diverse client base including individual, high-net-worth, trust, foundation, business, and charitable organization clients, providing portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors. The firm offers investment management via an in-house discretionary team and non-discretionary advisory channels, incorporating proprietary screening tools and maintaining institutional relationships to support its services.

Christina Mc Cullough is a financial advisor at Modera Wealth Management, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Independence Advisors, LLC for 11 years before joining Modera in 2021. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers a range of services including wealth management, portfolio management, retirement plan consulting, financial planning, tax services, and trust-related services.

Andre Robinson is a financial advisor with MissionSquare Retirement and MissionSquare Wealth Management, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at VOYA Financial, Citi Group, and BNY Mellon Advisors. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm utilizes investment advice and model portfolios developed by Morningstar Investment Management and supports more than 40,000 participants through a multi-team advisory structure.

Michael Dedda is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Great Valley Advisor Group since 2013 and also maintains a long-term affiliation with LPL Financial beginning in 2009. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction with oversight through a combination of in-house and third-party strategies.

Kevin Doyle is a Certified Financial Planner® (CFP®) with four years of industry experience. He has worked at Kathmere Capital Management since 2021 and previously at Mill Creek Capital Advisors from 2016 to 2021. Outside of advisory work, he manages student housing rentals in Scranton, PA. Kathmere Capital Management provides investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional sponsors such as pension plans, endowments, and foundations. The firm employs a top-down, model-portfolio investment approach that includes ETFs, no-load mutual funds, individual securities, structured notes, and private fund allocations.

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 financial advisor at Capital Analysts with nine years of industry experience. She holds a Series 66 designation and has worked at Lincoln Investment since 2017, following two years at Michael Enos. 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 nationwide network of independent advisors and firm-managed programs, utilizing both discretionary and non-discretionary investment approaches supported by an in-house research team.

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.

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.

Michael Schneider is a financial advisor at Capital Analysts with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Investment since 2016. He also attended Temple University from 2013 to 2017. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, and charitable organizations, providing portfolio management, access to third-party managers, and retirement-plan advice. The firm combines discretionary investment management through an in-house team with non-discretionary advisor-led solutions, supported by proprietary screening tools and institutional relationships.

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.