Bryan Cogliano is a CFP® professional with 24 years of industry experience, currently serving at Arkadios Wealth Advisors since 2021. He previously worked at Lincoln Financial Advisors for seven years. Outside of his advisory role, he is involved in offering various insurance products and life settlements and is the sole owner of insurance-related entities managing health and life insurance commissions. Arkadios Wealth Advisors is a multi-team, SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers a range of portfolio management and consulting services, utilizing a customized investment approach that combines fundamental, technical, and cyclical analysis.

Britney Merrill is a Series 65-licensed financial advisor with Sound Income Strategies, LLC, bringing two years of industry experience. Her prior roles include positions at Forbes Family Trust, Glenmede Trust Company, and Wilmington Trust. Merrill is also involved as a client service advisor with Poole Locke Associates. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm focuses on customized portfolio management with an emphasis on fixed-income analysis and equity review, utilizing a scalable advisor network and offering specialized family-office style services.

Joseph Tigani is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has been with the firm since 2026 and has prior experience at Secure Money Wealth and DataAnnotation, as well as roles in academia at Rutgers University and Columbia University. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios with an asymmetric rebalancing approach, and utilizes third-party sub-advisers and custodians.

Daniel Brady is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC. He previously worked at Planning Capital Management for 12 years. In addition to his advisory role, Brady is a Certified Public Accountant and serves as an executive of the Philadelphia Financial Planning Association. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management and financial planning services.

Eric Brown is a CFA® charterholder with 22 years of industry experience. He has been with Copeland Capital Management, LLC since 2005. Copeland Capital Management provides discretionary and non-discretionary portfolio management, model-delivery, and sub-advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, foundations, corporations, and institutional investors. The firm employs a conservative, dividend-growth oriented investment approach that integrates fundamental, quantitative, macroeconomic, and technical analysis across various market-cap strategies and fixed-income/balanced portfolios.

Jonathan Bernstein is a CFP®, CFA®, and holds a Series 66 license with 10 years of industry experience. He is currently with CGN Advisors, LLC and Bernstein Planning and Investment Management, having previously worked at Robert W. Baird & Co. Incorporated and Hefren-Tillotson. Bernstein is also an author and serves on the finance and investment committees of the Kohelet School and the Joseph Slifka Center for Jewish Life at Yale. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and tax-aware investment vehicles, frequently engaging institutional third-party managers and conducting ongoing portfolio reviews.

Leslie Young is a financial advisor at Modera Wealth Management, LLC with 17 years of industry experience. She holds the ChFC® designation and the Series 66 license. Prior to joining Modera Wealth Management, she worked at Independence Advisors for five years. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios supplemented by independent managers, private placements, and optional ESG integration.

Evan Young is a Series 65-licensed financial advisor at Great Valley Advisor Group, LLC with one year of industry experience. Prior to joining Great Valley Advisor Group, he held positions at McLanahans Market and SEI, and he has a background that includes five years at PSU and experience in education roles from 2015 to 2021. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers a range of investment management and financial planning services, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party platforms.

Daniel Harnish is a CFA® charterholder with 12 years at Miller Investment Management, LP and 6 years of industry experience. He serves as a general partner and director of PNB, LLC, a banking consulting business, and is also a director at Jake’s SB Holding Company, LLC, a fast casual restaurant venture. Miller Investment Management provides advisory and supervisory services to individuals, pension plans, foundations, and private pooled vehicles. The firm employs a combination of fundamental and technical analysis through internal committees, manages both discretionary and non-discretionary assets, and sponsors multiple private funds investing across public securities, private equity, and real estate.

Peter May is a CFP® professional with 10 years of industry experience. He is currently with AlphaStar Capital Management, where he has worked since 2018, following a prior role at Belpointe Asset Management. In addition to his advisory role, he operates a part-time insurance and financial planning business and facilitates client referrals to 1031 Sherpa, LLC. AlphaStar Capital Management serves individual, corporate, and retirement plan clients by providing discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through proprietary model portfolios and third-party technology, managing approximately $2.5 billion in assets across over 8,400 client relationships.

Scott Inglis is a CFA® charterholder with 18 years of industry experience. He is currently with Carnegie Investment Counsel, where he has worked since 2014. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a wide range of clients, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a multifaceted investment approach incorporating fundamental, technical, cyclical, and ESG analysis and offers both discretionary and non-discretionary portfolio management.

Anthony Voce is a financial advisor at MyCIO Wealth Partners, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MyCIO Wealth Partners since 2016. 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 offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, tax preparation, and institutional CIO services, with a focus on recommending and monitoring allocations across a range of investment vehicles.

Alexander Rawdin is a CFP® with seven years of industry experience. He has been with Wescott Financial Advisory Group LLC since 2017, following three years at Pandora Media, Inc. Rawdin holds the Series 65 license and is based in Philadelphia, PA. 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, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach that combines passive and active strategies through a tax-sensitive, disciplined process supported by individualized Investment Policy Statements.

Donna Cunningham is a financial advisor with Bryn Mawr Trust Advisors, LLC, holding Series 63, Series 65, and Series 66 licenses and 24 years of industry experience. She previously worked at WSFS Wealth Investments and Commonwealth Financial Network from 2016 to 2023, and has been with Bryn Mawr Capital Management since 2023. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a wholly owned subsidiary of WSFS Financial Corporation, providing discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm employs a proprietary multi-asset solution approach, combining strategic and tactical asset allocation with a mix of active and passive managers and third-party platforms, and operates distinctively as a bank-affiliated adviser with a co-advisory tri-party arrangement involving WSFS Bank.

John Crowther is a financial advisor at Calton & Associates, Inc. with 40 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Prior to joining Calton & Associates in 2004, he has been involved with Spartan Planning Agency since 1980, where he serves as an officer engaged in insurance sales. Crowther also serves as a board member of the Paulsboro Chamber of Commerce. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both discretionary and non-discretionary management options and offers multiple program structures, including firm-managed wrap programs and third-party money manager platforms.

Colton Steele is a financial advisor at Bryn Mawr Trust Advisors, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at WSFS Bank and Merger Partners Incorporated. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other business entities. The firm utilizes diversified portfolios and offers ESG strategies through third-party providers, while also serving as a sub-adviser to WSFS Bank’s Wealth division and other registered investment advisers.

Joseph Frazer is a financial advisor at Wescott Financial Advisory Group LLC in Philadelphia, PA, holding a Series 65 designation with six years of industry experience. Before joining Wescott in 2019, he worked at JPMorgan Chase, TD Bank, and DICK's Sporting Goods. Wescott Financial Advisory Group serves individual clients, family offices, charitable organizations, and retirement plans with services including wealth management, financial planning, family office solutions, trust services, and retirement plan consulting. The firm employs an open-architecture, multi-manager investment strategy that integrates passive and active approaches and emphasizes tax-sensitive portfolio construction.

Michael Valenti is a CFP® professional with three years of industry experience, currently serving at Bryn Mawr Trust Advisors, LLC. Prior to this role, he worked at Cwm, LLC, Carson Group, LLC, CI Private Wealth, LLC, and Radnor Financial Advisors. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other business entities. The firm offers customized investment policy statements and diversified portfolios utilizing independent managers, mutual funds, ETFs, proprietary separate accounts, and third-party private fund platforms, including ESG strategies.

Francis Lojewski Jr. is a ChFC® credentialed financial advisor with over 33 years of industry experience. He is currently affiliated with M HOLDINGS SECURITIES, Inc. and has held roles at Madison & Main Advisors LLC and Atlas Advisory Group, LLC. Additionally, he is a partner and financial planner at Madison & Main Advisors, focusing on fixed income annuities and single premium whole life insurance. M HOLDINGS SECURITIES, Inc. serves a diverse client base that includes individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a range of advisory and brokerage services, combining investment management, retirement plan consulting, financial planning, and insurance advisory with ongoing client monitoring and third-party sub-advisory support.

Jerry Bell II is a financial advisor at Elm Wealth in Philadelphia, PA, with two years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for VidMob, Inc. from 2015 to 2023. Elm Wealth manages approximately $3.02 billion in discretionary assets and offers investment advisory services to a diverse client base, including pooled investment vehicles, an exchange-traded fund, private/offshore funds, and high-net-worth individuals. The firm employs a rules-based, dynamic asset-allocation strategy using low-cost mutual funds and ETFs across multiple vehicle types.