Matthew Voliva is a financial advisor with Capital Analysts, holding a Series 66 designation and 15 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 2011. 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, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Conor O'Malley is a financial advisor at McAdam LLC with three years of industry experience. He holds a Series 65 designation and has worked with McAdam LLC-affiliated entities since 2021. Outside of his advisory role, he is also employed as a bartender at City Tap House Logan Square. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides financial planning, investment management, and retirement-plan consulting, employing a multi-advisor platform with approximately $2.29 billion in discretionary assets under management.

Justin Mc Nicholas is a financial advisor with Santander Securities LLC in Conshohocken, PA, holding a Series 66 credential and nine years of industry experience. His career includes prior roles at Legacy Planning Partners, Minnesota Life Insurance Co., and Securian Financial Services. Outside of his advisory work, he serves as an agent for a real estate management LLC. Santander Securities LLC serves a broad retail client base with investment advisory, portfolio management through wrap-fee programs, and financial planning services. The firm offers access to third-party discretionary managers via platforms such as the FMAX wrap-fee program, primarily targeting retail investors, and operates as both a registered investment adviser and broker-dealer with affiliated banking relationships.

Nicholas Lampone is a financial advisor at Pine Valley Investments with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Dalzell Trading and Boenning & Scattergood. Outside of his advisory role, he is the founder and president of Sabio Industrial, LLC, a general contracting business. Pine Valley Investments provides discretionary portfolio management, pension consulting, and related advisory services to individuals, pension plans, charitable organizations, and business entities. The firm utilizes a combination of fundamental, technical, and quantitative analysis to tailor portfolios and also manages private funds and subadvisory relationships.

David Lees is a CFA® charterholder with 28 years of industry experience, currently serving at MyCIO Wealth Partners, LLC since 2005. He also serves as a director on the board of Bryn Mawr Bank and Trust Company, participating in its compensation, executive, and wealth committees. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, and institutional clients, focusing on non-discretionary portfolio management and offering access to a range of investment vehicles including private funds and alternative investments.

Kevin Nicholson is a financial advisor with The Ascent Group, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Ameritas Life Insurance, Triad Advisors, and OSAIC. In addition to his advisory work, he is a licensed independent insurance agent and co-owner of Walsh & Nicholson Financial Group. The Ascent Group, LLC provides investment management, financial planning, and consulting services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm manages approximately $4.76 billion in assets and employs a combination of discretionary and non-discretionary portfolio management, model portfolios, and third-party managers, serving a broad client base through a 15-advisor team.

Caroline Lee is a financial advisor at Bryn Mawr Trust Advisors, LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at Bryn Mawr Capital Management, WorkPlay Ventures, Elyxium, Wetherby Asset Management, and BNY Mellon Wealth Management. She is also a member of a family-related estate planning LLC, though she does not receive compensation or dedicate work hours to this activity. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other entities. The firm offers customized investment policy statements and diversified portfolios through various investment vehicles, including ESG strategies, and serves as a sub-adviser to WSFS Bank’s Wealth division and other advisory firms.

Jay Falini is a financial advisor with Zacks Investment Management, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Since 2008, he has worked concurrently at Zacks Investment Management and LBMZ Securities, Inc. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm combines quantitative and qualitative analysis using proprietary models across a range of strategies and serves both as a direct manager and a provider of indices, model portfolios, and private alternative funds through multiple distribution channels.

Hal Michels is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with Prosperity - An EisnerAmper Company and has held roles at various firms including Dai Securities, Apw Inc, and EisnerAmper Wealth Management. Outside of advisory work, he is a partner involved in tax preparation and CPA services within his firm. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, retirement-plan advisory, and consulting services. The firm emphasizes asset allocation and diversification, offering both discretionary and non-discretionary management, and manages approximately $5 billion in client assets through a multi-team approach.

James Trevouledes is a CFP® certified financial advisor with eight years of industry experience, currently with McAdam LLC in Radnor, PA. He has worked at Madison Avenue Securities and Purshe Kaplan Sterling Investments and has been associated with McAdam since 2018. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages portfolios on a discretionary basis, utilizing a range of investment vehicles and specialized exposures, and provides tailored financial solutions including a subscription-based planning product and integrated estate-document services.

James Spencer is a financial advisor with Copeland Capital Management, LLC in Conshohocken, PA. He holds a Series 65 designation and has 19 years of industry experience, including 10 years at Rorer Asset Management, LLC. Copeland Capital Management is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, charitable organizations, corporations, and governmental entities. The firm employs a conservative, disciplined dividend-growth investment philosophy across a range of equity and fixed income strategies and manages both discretionary portfolios and model portfolios with over $4 billion in assets under management.

James Henry III is a financial advisor with MyCIO Wealth Partners, LLC in Philadelphia, PA, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has been with MyCIO Wealth Partners since 2005. MyCIO Wealth Partners provides investment advisory and related planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management and financial planning across a broad range of investment vehicles, focusing mainly on recommending and monitoring allocations for its typically high-net-worth client base.

Isaiah Carroll is a Series 65 licensed advisor at McAdam LLC with seven years of industry experience. He has worked at McAdam since 2019 and previously held roles at Home Depot Pro and Passantes Home. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client accounts primarily on a discretionary basis, employing a range of investment strategies including mutual funds, ETFs, individual securities, and specialized exposures such as direct indexing and cryptocurrency.

Thomas Williams is a Series 65-licensed advisor at McAdam LLC with six years of industry experience. He has worked at McAdam since 2020, holding roles that include investment advisory and advisor operations. His prior background includes positions in the hospitality and service industries as well as studies at Temple University. 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, managing client accounts primarily on a discretionary basis with diversified portfolios that incorporate traditional and alternative investments.

Alex Picone is a financial advisor at StoneX Advisors Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including IM Wealth Partners and SMBC Nikko Securities America. Outside of his advisory role, he assists in client planning as a paraplanner for Ian Meierdiercks’ investment and insurance business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm employs a range of advisor-managed portfolios, proprietary model solutions, and third-party money managers, offering multiple account structures and platforms to support client goals.

Andrue Nicholas is a financial advisor at The Ascent Group, LLC with Series 65 and Series 63 licenses. He has approximately one year of industry experience with prior roles at Hardenbergh Insurance Group, Citrin Cooperman, and other firms. The Ascent Group, LLC provides investment management, financial planning, and consulting services to individuals, high net worth clients, families, trusts, businesses, institutions, and retirement plans. The firm manages approximately $4.76 billion in assets and serves over 4,000 clients through a multi-team structure, combining discretionary and non-discretionary portfolio management with model-based and platform offerings.

William Madara is a CFP® and ChFC® with 32 years of experience in the financial services industry. He has been with Advisory Services Network since 2016. In addition to his advisory role, he is a partner at Apex Tax Advisors, where he is involved in tax preparation, and he also works as an independent insurance agent specializing in life, long-term care, and disability insurance. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a variety of portfolio management and financial planning services, using diverse investment strategies and flexible engagement models.

David Lafferty is a CFP® with 24 years of industry experience, currently serving at Wescott Financial Advisory Group LLC since 2000. He holds Series 63 and Series 65 licenses and is based in Philadelphia, PA. Wescott Financial Advisory Group provides wealth management and comprehensive financial planning to a diverse client base including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach that combines passive and active strategies with a tax-sensitive, disciplined process and individualized Investment Policy Statements.

Anthony Aulffo is a CFP® with 16 years of industry experience, currently serving as an advisor at Wealthcare Advisory Partners LLC. His prior experience includes roles at Private Advisor Group, LPL Financial, Taylor Capital Management, Retirement Wealth Advisors, Mass Mutual Investors Services, and MSI Financial Services. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that combines patented Wealthcare software with behavioral economics, using a mix of quantitative metrics, fundamental and technical analysis, passive and active investments, and dynamic rebalancing.

Charles King is a financial advisor with 25 years of industry experience, currently with 1919 Investment Counsel, LLC. He holds the Series 63 and Series 65 designations and has worked at Legg Mason Investment Counsel, LLC since 2005. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, pension plans, and public entities. The firm emphasizes customized portfolios centered on liquid mid- and large-cap equities and investment-grade fixed income, utilizing proprietary and third-party research supported by AI and machine learning.