Christopher O’Neill is a CFA® charterholder with seven years at Pine Valley Investments and a total of four years in the financial industry. His prior experience includes roles at Archer Investment Management Solutions and S&P Dow Jones Indices. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension plans, charitable organizations, and business entities. The firm utilizes fundamental, technical, and quantitative analysis to tailor portfolios and offers access to private funds and third-party managers through various client arrangements.

Gregory Pizzano is a financial advisor at Pine Valley Investments with 22 years of industry experience. He holds a Series 65 designation and previously worked at Corrado Financial Group and Hallmark Capital Management, Inc. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a range of analytical methods and trading strategies, including the use of derivatives, margin, and short sales, and also serves other advisers through subadvisory arrangements.

Skip Massengill is a financial advisor with Realta Investment Advisors, Inc. and Realta Equities, Inc., holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. Prior to joining Realta in 2017, he spent eight years with Robert W. Baird & Co. Outside of his advisory role, Massengill is a minority owner of the Retirement Educational Institute, serves as co-chair of the ethics committee for the Philadelphia Estate Planning Council, and is a board member for youth football and a nursing home organization. He is also involved in writing educational material on retirement and leads a cyber solution storage business. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm uses personalized investment strategies based on asset allocation across various securities and operates multiple platforms and third-party manager programs to serve its diverse client base.

Brian Gassaway is a financial advisor at McAdam LLC with five years of industry experience. He holds a Series 65 designation and has been with McAdam since 2019. Prior to his current role, he worked in various positions including at Saint Joseph University and Neato Burrito. 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 manage portfolios across mutual funds, ETFs, independent managers, and individual securities, offering a tiered financial-planning subscription and access to alternative investment strategies.

Paul Fontanes Jr. is a financial advisor at myCIO Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience with the U.S. Department of the Navy and academic institutions including Pennsylvania State University and PA Leadership Charter School. 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 offers discretionary and non-discretionary portfolio management and a range of financial services, focusing primarily on recommending and monitoring allocations rather than exercising unilateral trade authority.

Daniel Lugo Villegas is a financial advisor with MyCIO Wealth Partners, LLC in Philadelphia, PA, holding a Series 65 designation and two years of industry experience. His prior roles include positions at KPMG, LLP and BLBB Advisors, LLC. Outside of finance, he has been involved with Brandon's Candles and has academic connections to Temple University. 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 focuses on non-discretionary portfolio management and financial planning, with portfolios implemented across a range of investment vehicles including mutual funds, private funds, and alternative investments.

Rita Camp is a financial advisor at Santander Securities LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Santander Securities and Santander Bank since 2015, with prior experience at Wells Fargo and Uber. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and centralized client support.

Joseph Rowan is a financial advisor at Girard Advisory Services, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Ameriprise Financial Services and PGIM Investments LLC. Outside of his advisory work, he serves as a youth and high school football referee. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes asset allocation and diversification through a proprietary research process and offers both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting.

Michael Einhorn is a financial advisor with Mutual of Omaha Investor Services, Inc., holding CFP® and ChFC® designations and over 16 years of industry experience. His career includes roles at Mutual of Omaha Insurance Company, Divorce Financial Solutions, and Financial Advisors of Delaware Valley. In addition to advisory work, he is involved in family wealth management and provides mentorship and joint case work. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, delivering managed solutions primarily through a platform relationship with Envestnet. The firm combines advisory services with broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Stephen Rennard is a CFP® and holds a Series 65 license with 17 years of industry experience. He has been with MyCIO Wealth Partners, LLC since 2008. The firm provides investment advisory and related planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. MyCIO Wealth Partners offers a range of portfolio management, financial planning, and CIO services, with a focus on non-discretionary asset allocation and advising multiple affiliated private pooled investment vehicles.

Henry Miller is a CFA® charterholder and Series 63 licensee with 10 years of industry experience. He has been with Miller Investment Management, LP since 1998. Outside of his advisory role, he serves as a director on the boards of several fast casual restaurant businesses and a music production and publishing company. Miller Investment Management provides advisory and supervisory services to individuals, pension plans, foundations, trusts, and private pooled vehicles. The firm employs a combined fundamental and technical analysis approach with a long-term focus, managing both discretionary and non-discretionary assets across separately managed accounts and private funds.

William Burrough is a financial advisor with McAdam LLC based in Radnor, PA. He holds a Series 65 credential and has two years of industry experience. Burrough founded the Boys Pajama Drive, a charitable organization focused on fundraising and collection efforts. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, utilizing a multi-team approach that includes discretionary account management and a range of investment options from mutual funds to alternative assets.

Kenneth Cappelli is a financial advisor at Sequent Planning, LLC with 29 years of experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Equitable Advisors, Mutual of Omaha, and Securities America Advisors. Sequent Planning, LLC serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations, offering asset management, financial planning, access to third-party model managers, and a range of retirement-plan services. The firm employs a structured risk framework emphasizing diversified exposures and uses platforms such as AdvisorEngine and Charles Schwab for custody and administration.

John Sion is a CFP® with 27 years of industry experience and has been with Sage Financial Group Inc. since 1998. He serves as a named trustee on a client portfolio managed by the adviser, a role undertaken at the client’s request without specific compensation. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors, offering investment management and financial planning services that include family office support and coordination with other professional advisors. The firm’s approach is based on fundamental analysis and a long-term purchase orientation, with notable activity as adviser to affiliated private pooled real-estate funds.

Lori Hartman is a financial advisor at Roffman Miller Associates Inc with 21 years of industry experience. She holds a Series 65 designation and has been with Roffman Miller Associates since 2002. Roffman Miller Associates serves individual and high-net-worth clients as well as retirement plans, trusts, estates, charitable organizations, and corporations, generally managing accounts with a $1,000,000 minimum. The firm uses a team-oriented investment approach emphasizing long-term objectives, diversification, and fundamental security selection, supported by a formal Investment Committee.

Daniel Morse is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked with firms including LPL Financial, Private Advisor Group, and Securities America Advisors. Morse has involvement in insurance-related activities, including life, disability, and long-term care insurance. Independence Square Holdings serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, and ERISA advisory services. The firm utilizes a combination of customized and model portfolios alongside third-party solutions and offers access to alternative investments and digital platforms.

Victoria Cocciolone is a financial advisor at Pine Valley Investments in Marlton, NJ, holding a Series 65 designation with five years of industry experience. She has been with Pine Valley Investments since 2016. 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, employing a range of investment strategies and serving both direct and referred clients.

Brett Danko is a CFP® professional with 18 years of industry experience, currently serving at Main Street Financial Solutions, LLC since 2002. He is also the managing member of Brett Danko, LLC, through which he provides educational and instructional services to financial planning candidates and those interested in learning financial planning. Main Street Financial Solutions serves a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm employs an academic-based, multi-asset investment approach that emphasizes low-cost passive ETFs alongside active management, tailoring portfolios to client objectives and risk profiles.

Nicholas Daniels is a financial advisor with Advisory Services Network, holding a Series 65 designation and one year of industry experience. He has worked at several firms, including Gold Gerstein Group CPA LLC and Richard Hatch CPA. Outside of advisory work, he is an enrolled agent providing tax preparation services through Apex Tax Advisors LLC. Advisory Services Network serves individuals, families, corporations, and charitable organizations by offering portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection through a network of independent advisers. The firm manages approximately $8.6 billion in client assets and provides tailored investment strategies across various asset classes using both discretionary and non-discretionary approaches.

Christopher Freddo is a financial advisor at Bryn Mawr Trust Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including PNC Financial Services Group and Truist Investment Services. He serves on the board and investment committee of the Comprehensive Learning Center LLC, a school specializing in education and life skills for individuals with autism. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser that provides discretionary investment management, financial planning, and retirement-plan fiduciary services to a diverse client base, including individuals, trusts, foundations, and institutional clients. The firm employs a multi-asset investment approach combining proprietary strategies, independent managers, and both active and passive management.