Robert Shaw is a CFP® and CFA® at MyCIO Wealth Partners, LLC in Philadelphia, with 25 years of industry experience. He has been with MyCIO since 2005. MyCIO Wealth Partners advises high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm focuses on recommending and monitoring allocations across various investment vehicles and sponsors multiple affiliated private pooled investment funds.

Jeffrey Heminitz is a Series 65-licensed financial advisor with McAdam LLC, where he has worked since 2017. He has seven years of industry experience and previously held roles at Kutztown University of Pennsylvania and Grille 3501. 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 fundamental analysis to construct portfolios that include mutual funds, ETFs, independent managers, and individual securities.

Ryan Steele is a CFP® with 11 years of industry experience, currently serving as an advisor at McAdam LLC. He has been with McAdam since 2014 and holds the Series 66 designation. Outside of his advisory role, Steele is the presiding officer and trustee of the Grand Lodge of Pennsylvania Free & Accepted Masons, a fraternal organization. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage client portfolios across a multi-advisor platform and offers a subscription-based financial planning service along with access to alternative and specialized investment strategies.

Parker Wine is a financial advisor at CoreCap Advisors with two years of industry experience. He holds a Series 65 designation and previously worked at SEI Investments for four years. His background also includes roles at LaSalle University and the Jim McLean Golf Center. CoreCap Advisors serves individual, retirement plan, and institutional clients by providing discretionary investment management, financial planning, and access to third-party sub-advisors across multiple custodial platforms. The firm employs a relationship-oriented, long-term investment approach that includes mutual funds, ETFs, equities, bonds, and selective use of options and short sales.

Daphne Richards is a CFP® certificant with seven years of industry experience, currently serving as a financial advisor at Sage Financial Group Inc. since 2020. She previously worked at The Vanguard Group, Inc. from 2018 to 2020 and has held roles at JP Morgan Chase & Co. and Hofstra University. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors with investment management and financial planning, including family office services. The firm’s investment approach is based on fundamental analysis and a long-term purchase orientation, with a notable role advising private pooled real estate funds and partnerships for estate-planning services.

Stephen Cohn is a financial advisor with Sage Financial Group Inc. in West Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Sage Financial Group since 1991 and serves as co-president of several affiliated real estate and private equity firms. Sage Financial Group provides investment management and financial planning services to individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors. The firm offers family office services and manages portfolios with a focus on fundamental analysis and long-term investment strategies, distinguishing itself through advisory roles with private pooled real-estate funds and affiliated private equity structures.

Tamara Higgins is a financial advisor with Regal Investment Advisors LLC and holds Series 63 and Series 65 credentials. She has 26 years of industry experience, including prior roles at Regulus, LLC and Kestra Financial Services, Inc. Outside of her advisory work, she is involved in insurance sales and marketing, and conducts workshops through the TruAdvisor Network, as well as participates in software sales related to estate planning. Regal Investment Advisors, operating as LionShare, offers model portfolio implementation and discretionary investment management services primarily to unaffiliated advisers and their clients, managing approximately $2.88 billion across proprietary and third-party strategies through an enterprise-scale sub-advisory platform.

Seamus Obrien is a financial advisor with Summit Wealth Group and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including prior roles at SEI Investments Management Corporation and Pershing Advisor Solutions LLC. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes target allocations based on each client’s financial profile and employs a range of analytical approaches, frequently implementing strategies through third-party money managers and sub-advised models.

Daniel Dubyk is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Fusion Investment Advisors, LLC since 2013 and American Brokerage Services, Inc. since 1997. Fusion Investment Advisors, doing business as Coppell Advisory Solutions LLC, serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses an open-architecture platform and combines tailor-made asset allocation models with fundamental and technical analysis to implement strategies aligned with client objectives.

Blaise Milanek is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Private Advisor Group, LLC, and LPL Financial, LLC, where he has worked since 2002. Independence Square Holdings, LLC is a multi-team firm serving a broad client base with a focus on independent investment advisory services.

Andrew Shamy is a financial advisor with Stratos Wealth Advisors LLC in Philadelphia, PA, holding Series 63, Series 66, and Series 65 registrations with 11 years of industry experience. Prior to joining Stratos in 2021, he worked at TIAA and TIAA-CREF from 2011 to 2020. Stratos Wealth Advisors serves a diverse client base including individuals, trusts, retirement plans, nonprofits, corporations, and institutions, offering financial planning and portfolio management through various platforms and solutions, with integrated access to SEI-affiliated investment and custody services.

Daniel Farrell is a CFA® charterholder with nine years of industry experience. He is currently an advisor at Core Planning and has previously worked at Mercer, The Vanguard Group, Inc., and OppenheimerFunds. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Erik Hickman is a financial advisor at Bryn Mawr Trust Advisors, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Bryn Mawr Capital Management since 2016, following seven years at West Capital Management, Inc. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management to a range of clients including individuals, trusts, retirement plans, and corporations. The firm employs customized investment policies and diversified portfolios using independent managers, mutual funds, ETFs, and private fund platforms, and maintains co-advisory relationships with WSFS Bank and other trust companies.

Achilleas Vargiamis is a financial advisor at Impact Partnership Wealth, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at TD Bank and its affiliated entities. Vargiamis is also involved as an independent life insurance agent through The Impact Partnership, LLC. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management while utilizing a combination of third-party strategists, adviser-managed models, and direct indexing in its investment approach.

Kristopher Thompson is a CFP® with five years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2026. His prior roles include positions at OSAIC, Triad Advisors, The Ascent Group, LLC, and Key Financial, Inc., as well as service in the United States Army from 2014 to 2018. Thompson is a board member of Legion of Valor, a nonprofit focused on providing modified sporting equipment and access to sporting events for injured veterans. Modera Wealth Management serves a diverse client base including individuals, trusts, corporations, and plan sponsors, offering wealth management, retirement plan consulting, financial planning, tax services, and business coaching. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and integrates investment management with in-house accounting and tax capabilities.

Wendy Ellis is a financial advisor at Wescott Financial Advisory Group LLC with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Specific Solutions, Raymond James Financial Services Advisors Inc., and Fulton Financial Advisors. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, and corporate pension plans. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies with a tax-sensitive, disciplined process.

Arthur Romano is a financial advisor with Waverly Advisors, LLC, holding a Series 65 designation and four years of industry experience. He previously worked at Forefront Wealth Management for five years and Commonwealth Business Group for eight years. Waverly Advisors is a multi-team registered investment adviser that manages portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations, offering both discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting services.

Sony Mathew is a financial advisor at Bryn Mawr Trust Advisors, LLC with seven years of industry experience. He has held roles at Bryn Mawr Trust Advisors since 2018 and previously worked at The Vanguard Group. His background also includes academic positions related to the Lafayette College Writing Program. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser affiliated with WSFS Financial Corporation that provides discretionary investment management, financial planning, and fiduciary services to a range of clients, including high-net-worth individuals and institutions. The firm combines proprietary multi-asset solutions with strategic and tactical asset allocation, utilizing both active and passive managers alongside alternative platforms and option strategies.

David Friedman is a financial advisor with Capital Analysts in Jenkintown, PA, holding a Series 66 designation and 27 years of industry experience. He has worked at Capital Analysts and Lincoln Investment since 2018 and previously held roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. 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 emphasizes an in-house investment management team that drives its model portfolios and proprietary fund screening process.

Julie Kelly is a financial advisor at Logan Capital Management, Inc. with 22 years of industry experience. She holds a Series 66 designation and has been with Logan Capital Management since 2009. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for a diverse client base that includes high-net-worth individuals, institutional clients, retirement plans, and public funds. The firm employs a combination of macroeconomic analysis, proprietary quantitative screens, fundamental research, and technical analysis across various equity and fixed-income strategies.