Rebecca Bostwick is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with eight years of industry experience. She holds a Series 65 designation and has been with CliftonLarsonAllen Wealth Advisors since 2014. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation using model portfolios that combine mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate planning and implementation.

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.

Philip Cook is a financial advisor with Arax Advisory Partners, holding a Series 65 designation and 18 years of industry experience. He previously worked at Hirtle Callaghan & Co. for 13 years before joining SRS Capital Advisors, Inc. and later Arax Advisory Partners. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal and external portfolio management with tailored asset allocation and offers a range of advisory services, notable for its use of performance-based fee arrangements and carried interest structures for qualified investors and private funds.

Henry Miller is a CFA® charterholder with nine years of industry experience, currently serving at Miller Investment Management, LP. He has held his role at the firm since 1998. Outside of his advisory work, he serves as a director on the boards of several fast casual restaurant businesses and a music production and publishing company. Miller Investment Management, LP provides investment advisory and supervisory services to a diverse client base including individuals, pooled investment vehicles, retirement plans, foundations, and business entities. The firm employs a multi-member governance model and manages portfolios through a mix of mutual funds, ETFs, unaffiliated active managers, and individual securities.

Zachary Rhoda is a financial advisor at Capital Analysts with two years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Investment and Clearpath Wealth Partners. Outside of finance, he has held roles in education and library services. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs and customized solutions. The firm’s investment process is supported by an in-house research team and includes options such as automated rebalancing, tax-aware strategies, and flexible discretionary authority arrangements.

Brian Todaro is a CFP® professional at Kathmere Capital Management, LLC with three years of industry experience. He has worked at Kathmere since 2020, previously employed at Ditech Home Loan and Rolling Green Golf Club, and studied at Penn State University. 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 individual securities and private fund allocations, overseen by an Investment Department and Committee.

William Burrough is a financial advisor at McAdam LLC with one year of industry experience. He holds a Series 65 designation and has worked at Di Bruno Bros. and AmeriSourceBergen, among other roles. Burrough is also the founder of Boys Pajama Drive, a charitable organization focused on fundraising and collection efforts. 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, implementing portfolios through fundamental analysis and offering a range of strategies including alternative and specialized investments.

Kenneth Cappelli is a financial advisor at Sequent Planning, LLC with 29 years of industry 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. In addition to his advisory role, he maintains an insurance agent position. Sequent Planning, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm delivers asset management, financial planning, and retirement-plan services through a network of nearly 100 advisors using a structured risk framework and diversified investment approaches.

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.

William Voliva is a CFP®-designated financial advisor with 33 years of industry experience, currently affiliated with Capital Analysts. He has been with Lincoln Investment since 2016. Outside of advising, he is engaged in the sales and service of disability and fixed insurance products. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and relies on an in-house Investment Management & Research team that utilizes proprietary screening processes and model portfolios.

Lori Hartman is a financial advisor at Roffman Miller Associates Inc with 20 years of industry experience. She holds a Series 65 designation and has been with Roffman Miller since 2002. Roffman Miller 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 focused on long-term objectives, diversification, and fundamental research.

Daniel Morse is a financial advisor with Independence Square Holdings, LLC in King of Prussia, PA, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior experience includes roles at Private Advisor Group, LLC and LPL Financial, LLC. Outside of advisory work, he is involved in various insurance-related business activities, including life, disability, and long-term care insurance. Independence Square Holdings, LLC is a multi-team firm serving a diverse client base with independent investment advisory services.

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.

Harold Hill is a financial advisor with Capital Analysts, holding a Series 63 designation and 39 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1992 and is also affiliated with Rutgers University and the N.J. Army National Guard. Outside of his advisory role, he serves as Chairman of the Community Friendship Foundation, a community service organization. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with a focus on model portfolios, third-party managers, and ERISA plan advisory services, supported by an in-house investment management and research team.

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.

Timothy Seeger is a financial advisor with Concurrent Investment Advisors, LLC in Radnor, PA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at UBS Financial Services for 11 years. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using customized portfolios of ETFs, mutual funds, individual securities, and alternative investments, serving over 10,000 clients with approximately $9.9 billion in assets under management.

Christopher Freddo is a financial advisor at Bryn Mawr Trust Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at PNC Financial Services Group and various entities affiliated with BB&T and Truist. Outside of his advisory role, he serves on the board and investment committee of the Comprehensive Learning Center, a school providing education and life skills to individuals with autism. Bryn Mawr Trust Advisors offers financial planning, consulting, and investment management services to a broad client base including individuals, trusts, retirement plans, and corporations. The firm employs customized investment policies and diversified portfolios using a mix of independent managers, mutual funds, ETFs, and private fund platforms, and maintains co-advisory relationships with WSFS Bank and other institutions.

Robert Botel is a financial advisor at Prospera Financial Services, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Prospera since 2006. Outside of his advisory work, he serves as trustee, power of attorney, and executor for two family trusts without compensation. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer that serves individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across 207 advisors and offers a range of investment advisory and financial planning services through various platforms and customizable portfolio strategies.

Jeffrey Karpel is a financial advisor at Sage Financial Group Inc. with 20 years of industry experience. He holds the Series 65 designation and has been with Sage Financial Group since 2006. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors by offering discretionary and non-discretionary investment management and financial planning. The firm’s investment approach is based on fundamental analysis and a long-term purchase orientation, and it provides family office services including retirement and tax planning, concentrated stock and insurance reviews, and coordination with other professional advisors.

Charles Johnston is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Wescott Financial Advisory Group LLC. His prior experience includes roles at Vanguard Advisers, Inc. and New York Life Insurance. Johnston is a board member of the Ardmore Business Association, where he participates in hosting and planning community events and promoting local businesses. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to clients including high-net-worth individuals, families, trusts, and corporations. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies with a tax-sensitive, disciplined process tailored through individualized Investment Policy Statements.