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 22 years of industry experience. He has worked at Rorer Asset Management, LLC since 2006. Giovanniello is currently with Copeland Capital Management, LLC, located in Conshohocken, PA. 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 integrates fundamental, quantitative, macroeconomic, and technical analysis across diverse market-cap strategies and fixed-income/balanced portfolios.

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 who holds Series 63, 65, and 66 licenses and has 30 years of industry experience. He has been associated with Capital Analysts since 2007 and has also worked at Lincoln Investment since 2012. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs and employs an in-house investment management and research team that uses proprietary processes to guide investment decisions.

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 at MissionSquare Retirement with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Voya Financial Advisors and CITI Group. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice based on investment models developed by Morningstar Investment Management.

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.

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.

Kevin Doyle is a CFP® with three years of industry experience, currently serving at Kathmere Capital Management, LLC. He previously worked at Mill Creek Capital Advisors and THE Vanguard Group, Inc. Outside of his advisory role, he is involved in managing 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. The firm employs a top-down, model-portfolio approach primarily using ETFs and no-load mutual funds, alongside discretionary and non-discretionary account management.

Michael Vanni is an investment advisor representative at Siebert AdvisorNXT, LLC with 30 years of industry experience. He has worked at Muriel Siebert & Co., LLC since 2020 and previously spent 13 years at Stockcross Financial Services, Inc. He holds Series 63, Series 65, and Series 66 licenses. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through a web-based platform that combines algorithmic portfolio construction with optional dedicated advisor support. The firm offers discretionary and non-discretionary management, utilizing ETFs and ETNs, and features strategies such as covered-call transitions alongside its automated Modern Portfolio Theory-based portfolios.

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 was previously with Michael Enos from 2015 to 2017. Capital Analysts serves a broad client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, employing in-house investment research and a proprietary mutual-fund screening process to guide investment decisions.

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.

Ross Phillips is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 63 licenses and one year of industry experience. He has previously worked at Catalyst Wealth Management, AlphaStar Capital Management, and Secure Analyzed Financial Engines. Phillips also provides analysis of life insurance and annuities policies through Catalyst Wealth Management. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients. The firm serves individuals, trusts, estates, and registered investment companies, offering portfolio management, financial planning, retirement-plan support, and sub-advisory services through a network of nearly 300 investment adviser representatives.

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 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, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management through various programs, supported by an in-house investment management and research team that utilizes proprietary screening processes and offers customized investment solutions.

Marc Hembrough is a financial advisor with Wharton Business Group, LLC, holding a Series 63 designation and bringing 19 years of industry experience. He has been with Wharton Business Group since 2009 and has also worked with Principal Life Insurance Company since 1992. Outside of his advisory role, Hembrough is the owner and board member of Roberts One on One Fitness Studio in Malvern, PA. Wharton Business Group provides discretionary and non-discretionary investment advisory services, retirement plan consulting, and financial planning to individuals, high-net-worth clients, and institutional entities. The firm customizes asset allocations based on client objectives and employs a combination of fundamental, technical, and charting analysis in its investment strategies.

Adam Scherzer is a financial advisor at Independence Square Holdings, LLC with one year of experience. He holds a Series 65 designation and is the sole owner and operator of Scherzer Financial Inc., an investment advisory and insurance services firm he has led since 2004. Outside of financial advising, he is a co-owner and writer for Shadow Legacy Media Properties LLC, a company focused on writing scripts and intellectual property for television series. Independence Square Holdings, LLC provides investment advisory, financial planning, pension consulting, and portfolio management services to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm uses a combination of fundamental, quantitative, technical, and modern portfolio theory approaches and offers digital platforms and algorithmic tools to support customized and model-based portfolio construction.

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.