David Swiderski is a CFP® professional with 25 years of industry experience, currently serving at Sequent Planning, LLC. He has previously worked at Securities America Advisors, Equitable Advisors, and MSI Financial Services, among others. In addition to his advisory role, he acts as an insurance agent through Futurity First Insurance Group. Sequent Planning, LLC operates as Futurity First Wealth Management and provides investment advisory services to individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm employs a structured risk framework and offers asset management, financial planning, and retirement plan services, supported by a network of independent investment adviser representatives.

Enthony Silva is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, he focuses on helping clients identify what matters most to them and their families to develop tailored strategies aimed at pursuing their financial goals. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Enthony earned his High School Diploma from NorthEast High School and completed an Accredited Certificate Program at the College for Financial Planning.

Caley Burke is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at Jefferies Investment Advisers LLC. His career includes roles at Jefferies LLC and JP Morgan Chase Bank, n.a., among others. Jefferies Investment Advisers LLC provides fee-based financial planning services to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm employs a customized, collaborative planning process supported by third-party software and scenario analysis, separating its fiduciary planning from implementation services.

Dara Federici is a financial advisor with Capital Analysts, holding a Series 66 designation and two years of industry experience. Prior to her advisory role, she has worked in various customer service positions, including as a food server at Filomena's Cucina Rustica. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a combination of in-house discretionary teams and independent advisors, supported by proprietary mutual fund screening and institutional partnerships.

Steven Cacciutti is a financial advisor with Consolidated Portfolio Review Corp, holding a Series 66 designation and 13 years of industry experience. His career includes roles at WSFS Wealth Investments, Commonwealth Financial Network, and Ameriprise Financial Services. Consolidated Portfolio Review serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, financial planning, and a range of investment approaches implemented by independent advisors using strategic asset allocation and fundamental and technical analysis.

Jonathan Markoe is a financial advisor at Pine Valley Investments with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J Alden Associates, Purshe Kaplan Sterling Investments, Bank of America, and Merrill Lynch. 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 combination of fundamental, technical, and quantitative analysis to tailor portfolios and offers services such as model portfolios, performance reporting, and third-party manager allocation.

David Pilaitis is a CFP® with 25 years of industry experience currently at United Capital Financial Advisors. He previously worked at Apexium Financial LP and The Investment Center, Inc. He holds Series 63 and Series 65 licenses. United Capital provides national financial planning and discretionary investment management to a wide range of clients, including individuals, high-net-worth households, retirement plans, and institutional accounts, and offers a platform that supports customization and access to various investment options.

Kevin Millard is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Stratos Wealth Advisors LLC, where he has worked since 2021. His prior experience includes roles at TIAA-CREF, Morgan Stanley, and Merrill. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, providing financial planning and portfolio management through a network of 71 investment advisory representatives across multiple teams.

Wayne Lesage Jr. is a CFP® and CFA® with 13 years of industry experience, currently serving at Waverly Advisors, LLC. He previously worked at Coho Partners and Quasar Distributors, LLC. He is also an adjunct professor at Villanova University, teaching corporate finance. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors and $29.9 billion in assets under management. The firm serves individual clients, retirement plans, and pooled investment vehicles, offering a range of portfolio management, financial planning, and multi-family office services that integrate traditional and alternative investment strategies.

Darek Koleda is a ChFC® designated financial advisor with eight years of industry experience, currently at Pine Valley Investments. He previously worked at Avantax Insurance Agency and Avantax Advisory Services and owns Koleda Tax LLC d/b/a Fanty, Koleda & Associates, a tax and financial firm occupying approximately 75% of his time. He is also a licensed insurance agent. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individual, high-net-worth, and institutional clients. The firm employs a range of analytical strategies and manages both directly held accounts and affiliated private funds, offering services under discretionary authority and through sub-advisory and referral arrangements.

Andrew Bass is a financial advisor at Nations Financial Group, Inc. He holds a Series 65 credential and has two years of industry experience. Prior to joining Nations Financial Group, Mr. Bass worked at Bryn Mawr Trust Advisors, Bryn Mawr Capital Management, and Cypress Capital Management. Nations Financial Group provides advisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a range of portfolio management and consulting services, utilizing in-house model portfolios and third-party managers across various investment strategies and risk profiles.

Matthew Hepburn is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds the Series 65 designation and previously worked at Peak American Investment Advisors, Inc. and Peak American Financial Group, Inc. He is involved in insurance sales through Peak American Financial Group. Portfolio Medics manages approximately $552.7 million for about 3,700 clients and employs a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, using a mix of strategic and tactical investment approaches across various model portfolios and strategies.

Jason Thompson is a financial advisor at McAdam LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at McAdam LLC since 2014, including a prior role at Purshe Kaplan Sterling Investments. Thompson also provides life insurance and fixed annuity product strategies as an independent contractor. McAdam LLC is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning and investment management across a multi-advisor platform with approximately $2.29 billion in discretionary assets, utilizing fundamental analysis and a range of investment vehicles tailored to client risk tolerance and objectives.

Thomas Stoner is a financial advisor at Bryn Mawr Trust Advisors, LLC with a Series 65 designation. He has been in the industry since 2025, having previously worked at Foster Victor Wealth Advisors and Bryn Mawr Trust. Before entering the financial sector, he spent several years in education and also was involved with the business 1-900-ICE-CREAM. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser affiliated with WSFS Financial Corporation. The firm provides discretionary investment management, financial planning, retirement-plan fiduciary services, and participant account management to a broad range of clients, including high-net-worth individuals, trusts, foundations, corporations, and institutional clients.

Garrett Spangler is a financial advisor at Bryn Mawr Trust Advisors, LLC with seven years of industry experience. He holds the Series 66 designation and has worked previously at West Capital Management and The Erb Law Firm. He also has a long-term affiliation with Delaware Valley University. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, foundations, corporations, and other entities. The firm offers diversified portfolio management using independent managers, mutual funds, ETFs, and private fund platforms, and serves as a sub-adviser to WSFS Bank’s Wealth division as well as other advisers and trust companies.

Sebastian Dovi is a Series 65-licensed financial advisor at McAdam LLC with five years of industry experience. His prior roles include positions at FRG (Frank Retirement Group), HomeLoan Bank FSB, and academic affiliations with the London School of Economics and Brown University. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm typically manages client assets on a discretionary basis, employing fundamental analysis and incorporating a range of investment strategies including direct indexing, private funds, and cryptocurrency exposure.

Jackson Crowe is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA, holding a Series 65 designation with less than a year of industry experience. His prior roles include positions at PAX Partners of Raymond James, Airgas, and Drexel University. Outside of advising, he is the sole founder of Blackfeather Strategies, a consulting LLC established as part of a leadership program. MyCIO Wealth Partners serves high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory services including portfolio management, financial planning, and retirement consulting, with a focus on non-discretionary investment management and alternative investment vehicles.

Michael Modica is a financial advisor at Pine Valley Investments with 12 years of industry experience. He holds the Series 66 designation and has been with Pine Valley since 2015. Outside of his advisory work, he is a co-founder and part owner of a software development company and serves as a referral affiliate for DRB Bank, specializing in student loan refinancing. Pine Valley Investments provides discretionary portfolio management, pension consulting, and related advisory services to individuals, pension plans, charitable organizations, and business entities, employing a range of analytical strategies and serving both clients and other advisers through subadvisory arrangements.

Sean Roberts is a CFP® and CFA® with 30 years of experience in the financial services industry. He has worked with Asset Planning Services for over three decades before joining Wescott Financial Advisory Group LLC, where he has been since 2022. Wescott Financial Advisory Group serves individual clients, family offices, charitable organizations, and retirement plans with wealth management, financial planning, family office solutions, trust services, and retirement plan consulting. The firm employs an open-architecture, multi-manager investment approach that combines passive and active strategies with fundamental analysis.

Robert Carroll is a financial advisor at McAdam LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with McAdam since 2014. He also has experience at Madison Avenue Securities and PURSHE KAPLAN STERLING INVESTMENTS. McAdam advises a wide range of clients including individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm offers financial planning, investment management, and retirement plan consulting, managing client portfolios with a focus on fundamental analysis and incorporating both traditional and specialized investment strategies.