Andre Harrielal is a financial advisor at Altitude Capital Management LLC with 10 years of industry experience. He holds the Series 65 and Series 66 designations and has previously worked at Brookstone Wealth Advisors, Whitney & Associates/Total Advisors, Snap Finance, Lyft, Heartland Payment Systems, and Merchant Lynx. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting with no account minimums. The firm employs an individualized investment approach based on client goals, risk tolerance, and time horizon, managing accounts primarily on a discretionary basis and recommending custodial relationships with independent custodians.

Timothy Tomalavage is a financial advisor at myCIO Wealth Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hirtle Callaghan & Co. LLC for eight years before joining myCIO in 2022. 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 both discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, tax preparation, and institutional Chief Investment Officer (CIO) services.

Mitchell Bednoff is a financial advisor at Sage Financial Group Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sage Financial Group since 1997. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors, offering investment management, financial planning, and family office services. The firm’s approach emphasizes fundamental analysis and a long-term purchase orientation, and it uniquely serves as adviser to affiliated private pooled real-estate funds, employing performance-based compensation structures.

Brett Straub is a financial advisor with The AmeriFlex Group in Haddon Heights, NJ, holding CFP® and ChFC® designations with 35 years of industry experience. His prior roles include positions at Cambridge Investment Research, Principal Securities, and PRINCIpAL LIFE INSURANCE. Straub is also the owner of The Straub Group Advantage, a business focused on insurance, benefits, and human resources. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing model asset allocations and discretionary manager relationships across multiple custodians.

Lisa Buono is a financial advisor at Girard Advisory Services, LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various related firms including Girard Pension Services, TCG Investment Advisory, and Girard Investment Services. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm focuses on asset allocation, diversification, and tailored portfolio solutions through a proprietary research process and an Investment Committee, offering a range of strategies including tax-managed direct indexing and options overlays. Girard is a wholly owned subsidiary of Univest Bank and Trust Co., enabling access to integrated banking, trust, brokerage, and insurance services.

Christopher Yoder is a financial advisor at Ethos Financial Group, LLC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Almanack Investment Partners, JFS Wealth Advisors, LLC, and Ameriprise Financial Services, Inc. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering investment management and financial planning services. The firm utilizes model portfolios and a Core Allocation strategy focused on diversified, risk-conscious investments across various vehicles, supported by third-party research and operational AI tools.

Kartik Aggarwal is a financial advisor at MyCIO Wealth Partners, LLC with two years of industry experience. He holds the Series 65 designation and has held roles at Agility Ventures and several academic institutions, including positions supporting international students and alumni relations. MyCIO Wealth Partners provides investment advisory and related planning services primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm focuses mainly on non-discretionary portfolio management and offers a range of investment vehicles including mutual funds, ETFs, private funds, and alternative investments.

Jacob Bloom is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA. He holds the Series 65 designation and has been in the industry since 2025. His prior experience includes roles at Brown Brothers Harriman, JPMorgan Trust Co of Delaware, and Drexel University. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, estates, pension plans, and charitable organizations. The firm emphasizes non-discretionary portfolio management and offers access to a range of investment options including mutual funds, private funds, and alternative investments.

Jeffrey Garlatti is a financial advisor at BCG Securities, Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Horace Mann Investors, Inc. and Pruco Securities LLC. BCG Securities serves institutional retirement plans and individual clients with accounts typically above $25,000, providing portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes tailored investment policy statements and frequently implements advice on a non-discretionary basis, utilizing independent third-party managers and a range of analytical approaches.

James Hutchinson is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Bryn Mawr Trust Advisors, LLC. He previously worked at PNC Bank for over two decades before joining Bryn Mawr Trust and its affiliated capital management firm. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation, providing discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, institutions, and qualified plans. The firm uses a proprietary multi-asset approach combining strategic and tactical asset allocation with a variety of investment vehicles, including active and passive managers and option strategies.

Seth Kell is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at O'Neill Consulting Corporation and LPL Financial. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals—including high-net-worth clients—retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, using a combination of in-house strategies and third-party managers across multiple platforms.

Brian Dobisch is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. Prior to joining Blackridge, he spent over two decades at Concourse Financial Group Securities Inc. He also operates as a self-employed insurance agent, selling life and health insurance. Blackridge Asset Management provides financial planning, investment management, and related consulting through a network of investment adviser representatives serving individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a turnkey asset management platform and a multi-strategy investment approach including asset allocation, rebalancing, and diversification.

Charles Boinske is a CFP® and holds a Series 66 license with five years of industry experience. He currently works at Modera Wealth Management, LLC, where he has been since 2023, following three years at Dimensional Fund Advisors. Prior to his advisory roles, he spent four years at Pennsylvania State University. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors by offering wealth management, portfolio management, retirement plan consulting, and standalone financial planning. The firm applies a diversified asset allocation strategy based on Modern Portfolio Theory and combines investment management with integrated accounting, tax, and business coaching services.

Ryan Tomkinson is a CFP® and ChFC® with 18 years of industry experience, currently serving as a financial advisor at Nations Financial Group, Inc. since 2019. Prior to this, he worked at Wells Fargo Advisors Financial Network LLC for nine years. Outside of his advisory role, he is involved with the Merion Fire Company as a board member and finance chair. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios combined with outside managers to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Jake Pinto is a CFP® with nine years of industry experience, currently serving at McAdam LLC since 2016. His prior work includes a two-year period at Purshe Kaplan Sterling Investments and a year as a day trader. McAdam LLC provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm typically manages client portfolios on a discretionary basis, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and specialized exposures such as direct indexing and private investment funds.

Pawel Durka is a financial advisor at Girard Advisory Services, LLC with seven years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Girard Advisory Services in 2018, he worked at SEI Investments from 2014 to 2018. Girard Advisory Services is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers wealth management, financial planning, and retirement plan consulting with an emphasis on asset allocation, diversification, and tailored portfolios through a proprietary research process and an Investment Committee.

Patrick Gano is a financial advisor at HBKS Wealth Advisors with 13 years of industry experience. He has previously worked at Liberty Partners Financial Services, Fiduciary Advisors, and Professional Capital Services. Gano holds Series 63 and Series 65 licenses. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm uses tailored portfolios managed on a discretionary basis through proprietary models and multiple platform arrangements, providing a broad range of investment strategies without specializing in any single area.

William Stanley Jr. is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA, holding a Series 65 designation with 10 years of industry experience. He has been with MyCIO Wealth Partners since 2015. 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 a range of portfolio management and financial planning services, focusing primarily on non-discretionary asset management and sponsoring multiple affiliated private pooled investment vehicles.

Joshua Godick is a Series 65 licensed advisor with McAdam LLC in Radnor, PA, where he has worked since 2017. He has eight years of industry experience and previously worked with Citizens for Rich Negria and Equality Pennsylvania. 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 portfolios on a discretionary basis, using a range of investment vehicles and incorporating specialized exposures such as direct indexing and private investment funds.

David Barol is a CFP® and ChFC® with 32 years of industry experience. He is currently with CreativeOne Securities, LLC and has previously worked at Securities America Advisors, Questar Asset Management, and Lincoln Financial Advisors. Outside of his advisory work, he hosts the podcast "Bridge to Knowledge by David Barol" and is involved in book publishing through Bala House Publishing. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management and offers a variety of financial services including fiduciary retirement-plan support and access to third-party manager programs.