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, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with Capital Analysts since 2007 and has also worked at Lincoln Investment since 2012 and FIFTH THIRD SECURITIES, Inc. from 2006 to 2007. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers a range of portfolio management services through a nationwide network of independent advisors and combines discretionary investment management by an in-house team with access to third-party managers.

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.

Patricia Webb is a financial advisor at Summit Financial, LLC with 19 years of industry experience. She holds a Series 66 designation and previously spent 18 years at Canon Capital Management Group. Webb also provides consulting services related to exit planning for business owners through Kaboo Consulting, LLC. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a variety of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, operating a combination of discretionary and consultative platforms.

Andre Robinson is a financial advisor with MissionSquare Retirement who holds Series 63 and Series 66 licenses and has 21 years of industry experience. His career includes roles at Voya Financial Advisors and Citi Group. He is currently associated with both MissionSquare Retirement and MissionSquare Wealth Management. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services including discretionary Managed Accounts and nondiscretionary Fund Advice, which are supported by 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 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 a financial advisor with Siebert AdvisorNXT, LLC, holding Series 63, Series 65, and Series 66 credentials and has 30 years of industry experience. He previously worked at Muriel Siebert & Co., LLC and Stockcross Financial Services, Inc. Mr. Vanni splits 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 by offering investment supervisory services and managed programs through a web-based platform. The firm integrates Modern Portfolio Theory and risk tolerance assessments to build and rebalance ETF/ETN-based portfolios, providing both discretionary and non-discretionary management options.

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 at Foundations Investment Advisors LLC with one year of industry experience. He holds Series 63 and Series 65 designations and has previously worked with Catalyst Wealth Partners, AlphaStar Capital Management, Secure Analyzed Financial Engines, and Crash Proof Retirement. Phillips is also involved as a life insurance and annuities agent, providing analysis of clients’ existing contracts and proposed policies. Foundations Investment Advisors, LLC offers financial planning and portfolio management services to individual, high-net-worth, and institutional clients through a large network of affiliated offices. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach.

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.

Shelley Dimperio is a CFP® with seven years of industry experience, currently serving as an advisor at BLBB Advisors. Her prior experience includes over a decade at Valley National Investments, Inc. and Valley National Advisers Inc. BLBB Advisors provides investment management and financial planning services to individuals, trusts, corporations, business owners, pension plans, and non-profit organizations. The firm manages approximately $3.25 billion in client assets and emphasizes asset allocation across a range of risk-based investment objectives, utilizing models, individual securities, ETFs, select alternatives, and third-party managers.

Brett Feldman is an investment advisor representative with Wealthcare Advisory Partners LLC and a registered representative with LPL Financial, holding Series 63 and Series 65 licenses. He has five years of industry experience, including roles at Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company. Outside of investment advisory, he is involved in insurance sales through Life Brokerage LLC and Coastal Insurance Consulting, LLC. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors, serving individuals, trusts and estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, client-centered planning process supported by proprietary software and an evidence-based investment framework that integrates behavioral economics and quantitative analysis.

Michael Schneider is a financial advisor with Capital Analysts in Jenkintown, PA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior work includes a tenure at Lincoln Investment from 2016 to present and employment at Temple University from 2013 to 2017. Capital Analysts serves a broad range of retail and institutional clients, including high-net-worth individuals, trusts, foundations, 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 internal programs.

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 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.