Cassandra Alleyne is a financial advisor at Santander Securities LLC with 19 years of industry experience. She holds the Series 66 designation and has worked within the Santander organization since 2016, including roles at Santander Bank, NA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to securities-based lending and insurance products.

Christopher O’Neill is a CFA® charterholder with seven years at Pine Valley Investments and a total of four years in the financial industry. His prior experience includes roles at Archer Investment Management Solutions and S&P Dow Jones Indices. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension plans, charitable organizations, and business entities. The firm utilizes fundamental, technical, and quantitative analysis to tailor portfolios and offers access to private funds and third-party managers through various client arrangements.

Gregory Pizzano is a financial advisor at Pine Valley Investments with 22 years of industry experience. He holds a Series 65 designation and previously worked at Corrado Financial Group and Hallmark Capital Management, Inc. 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 range of analytical methods and trading strategies, including the use of derivatives, margin, and short sales, and also serves other advisers through subadvisory arrangements.

Donal McGuire is a financial advisor with Capital Analysts, holding a Series 63 license and bringing 33 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1994. McGuire previously engaged in life insurance sales through Midland Life but discontinued after identifying compliance issues with compensation channels. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable clients. The firm offers portfolio management and retirement-plan advice through a combination of discretionary in-house management and non-discretionary advisor-supported approaches, utilizing proprietary fund screening processes and maintaining institutional relationships to support its investment products.

Skip Massengill is a financial advisor with Realta Investment Advisors, Inc. and Realta Equities, Inc., holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. Prior to joining Realta in 2017, he spent eight years with Robert W. Baird & Co. Outside of his advisory role, Massengill is a minority owner of the Retirement Educational Institute, serves as co-chair of the ethics committee for the Philadelphia Estate Planning Council, and is a board member for youth football and a nursing home organization. He is also involved in writing educational material on retirement and leads a cyber solution storage business. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm uses personalized investment strategies based on asset allocation across various securities and operates multiple platforms and third-party manager programs to serve its diverse client base.

Brian Gassaway is a Series 65 licensed financial advisor at McAdam LLC with six years of industry experience. He has been with McAdam since 2019 and also has a background in education, having worked at Saint Joseph University since 2017 and at Trinity High School from 2013 to 2017. McAdam LLC advises 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 portfolios using a mix of mutual funds, ETFs, individual securities, and specialized investments with a discretionary approach tailored to client objectives.

Andrew Mccloskey is a financial advisor with Nations Financial Group, Inc., holding a Series 66 designation and 19 years of industry experience. Prior to joining Nations Financial Group in 2019, he worked for Wells Fargo Advisors Financial Network LLC for 10 years. Outside of his advisory role, Mccloskey serves as president of the Ambassadors Fund for Catholic Education, a charitable family foundation, and holds board positions with the Martin DePorres Foundation and the James A Finnegan Foundation. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach combines proprietary model portfolios with the option to select outside managers, tailoring recommendations based on client objectives, risk tolerance, and liquidity needs.

Paul Fontanes Jr. is a financial advisor at myCIO Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience with the U.S. Department of the Navy and academic institutions including Pennsylvania State University and PA Leadership Charter School. 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 discretionary and non-discretionary portfolio management and a range of financial services, focusing primarily on recommending and monitoring allocations rather than exercising unilateral trade authority.

Daniel Lugo Villegas is a financial advisor with MyCIO Wealth Partners, LLC in Philadelphia, PA, holding a Series 65 designation and two years of industry experience. His prior roles include positions at KPMG, LLP and BLBB Advisors, LLC. Outside of finance, he has been involved with Brandon's Candles and has academic connections to Temple University. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm focuses on non-discretionary portfolio management and financial planning, with portfolios implemented across a range of investment vehicles including mutual funds, private funds, and alternative investments.

Rita Camp is a financial advisor at Santander Securities LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Santander Securities and Santander Bank since 2015, with prior experience at Wells Fargo and Uber. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and centralized client support.

Joseph Rowan is a financial advisor at Girard Advisory Services, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Ameriprise Financial Services and PGIM Investments LLC. Outside of his advisory work, he serves as a youth and high school football referee. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes asset allocation and diversification through a proprietary research process and offers both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting.

Matthew Norwood is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Capital Analysts since 2018. His prior experience includes roles at Lincoln Investment and The Vanguard Group. Outside of advisory work, he is a seminar instructor for continuing education in financial planning. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Michael Einhorn is a financial advisor with Mutual of Omaha Investor Services, Inc., holding CFP® and ChFC® designations and over 16 years of industry experience. His career includes roles at Mutual of Omaha Insurance Company, Divorce Financial Solutions, and Financial Advisors of Delaware Valley. In addition to advisory work, he is involved in family wealth management and provides mentorship and joint case work. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, delivering managed solutions primarily through a platform relationship with Envestnet. The firm combines advisory services with broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

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 Series 65-credentialed advisor at Arax Advisory Partners with 18 years of industry experience. He previously worked at Hirtle Callaghan & Co. for 13 years and has been with SRS Capital Advisors, Inc. since 2021. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm utilizes a range of investment strategies, including traditional and alternative investments, supported by in-house portfolio teams, independent managers, and AI-enhanced research tools.

Henry Miller is a CFA® charterholder and Series 63 licensee with 10 years of industry experience. He has been with Miller Investment Management, LP since 1998. Outside of his advisory role, he serves as a director on the boards of several fast casual restaurant businesses and a music production and publishing company. Miller Investment Management provides advisory and supervisory services to individuals, pension plans, foundations, trusts, and private pooled vehicles. The firm employs a combined fundamental and technical analysis approach with a long-term focus, managing both discretionary and non-discretionary assets across separately managed accounts and private funds.

William Burrough is a financial advisor with McAdam LLC based in Radnor, PA. He holds a Series 65 credential and has two years of industry experience. Burrough founded the Boys Pajama Drive, a charitable organization focused on fundraising and collection efforts. 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, utilizing a multi-team approach that includes discretionary account management and a range of investment options from mutual funds to alternative assets.

Kenneth Cappelli is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 66 licenses and 29 years of industry experience. His prior roles include positions at OSAIC, Securities America Advisors, Equitable Advisors, Mutual of Omaha Investor Services, LPL Financial, and Wells Fargo Clearing. Cappelli also holds an insurance agent role alongside his advisory work. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services, utilizing a structured risk framework and diversified manager exposures through a network of independent adviser representatives.

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.

Michael Butrica is a financial advisor with Great Valley Advisor Group, LLC, holding 14 years of experience through his ongoing work with Butrica and Associates LLC and one year with Great Valley Advisor Group. He is also active as a real estate agent in Schwenksville, PA. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts, offering a range of discretionary and non-discretionary investment management and financial planning services. The firm focuses on individualized portfolio construction and oversight, utilizing both in-house and third-party strategies across various platforms.