Joseph Elliott is a CFP® professional with 30 years of industry experience. He has worked at Independence Square Holdings, LLC since 2019 and previously held roles at Private Advisor Group, LLC and LPL Financial, LLC. Outside of his advisory work, he is involved in food and restaurant sales through Goose Pointe LLC and teaches in Chestertown, MD. Independence Square Holdings serves individuals, retirement plans, and institutional clients with financial planning, portfolio management, and ERISA advisory services. The firm operates as a multi-team adviser providing customized portfolios, model portfolios, and access to third-party managers, incorporating digital platforms and alternative investments in its approach.

Susan Gillespie is a financial advisor at Mariner Independent with 11 years of industry experience. She holds Series 63 and Series 65 designations and has held positions at firms including Bank of America, Merrill, and The Prudential Insurance Company of America. Gillespie is also involved with Pax Financial Advisors, offering investment services through Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base that includes individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan services with integrated institutional resources.

Michael Piotrowicz is a ChFC® and Series 63 licensed advisor with Legacy Advisors, LLC, bringing 46 years of industry experience. He has been with Legacy Advisors and M HOLDINGS SECURITIES, Inc. since 2006. Outside of his advisory role, he serves on multiple nonprofit boards including The Legacy Foundation, Independence Mission Schools, and The Union League Legacy Foundation. Legacy Advisors, LLC manages approximately $4.18 billion in client assets, serving pension and corporate retirement plans, charitable organizations, and individual investors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and specializes in pension consulting and participant education alongside its routine recommendation and monitoring of other advisers.

Ross Rubin is a financial advisor at AlphaStar Capital Management with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at DST Sherpa LLC, AlphaStar Capital Management, and Belpointe Asset Management. Outside of his advisory role, he owns an insurance agency focused on life, disability, long-term care, employee benefits, and health insurance, and provides consulting services to startups and established businesses. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through model portfolios and third-party technologies, managing approximately $2.5 billion in assets across over 8,400 client relationships.

Brian Platt is a CFP® with 36 years of experience in the financial services industry. He currently works at Independence Square Holdings, LLC and has held prior roles at firms including Private Advisor Group, The Philadelphia Group, LPL Financial, Cetera Wealth Services, Principal Financial Services, and 1717 Capital Management Company. His other business activities include selling and servicing fixed life, health, disability, and long-term care insurance, as well as fixed annuities. Independence Square Holdings (doing business as Independence Square Advisors) serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, and pension consulting. The firm operates as a multi-team adviser, combining customized and model portfolios, third-party solutions, and digital platform services to implement client strategies.

Bryan Cogliano is a CFP® professional with 25 years of industry experience, currently serving at Arkadios Wealth Advisors since 2021. His prior roles include positions at Lincoln Financial Advisors, NewSquare Capital, LLC, and New England Securities. Outside of his advisory work, he is involved in several insurance-related business activities, including offering life settlements and managing insurance products such as disability and long-term care insurance. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm creates customized investment plans based on client risk profiles and employs a range of portfolio management strategies, incorporating fundamental, technical, and cyclical investment analysis.

Andrew Omalley is a CFP® professional with 28 years of experience in the financial services industry. He currently serves as an advisor at Independence Square Holdings, LLC and LPL Financial LLC, a position he has held since 2020. His prior experience includes roles at PNC Investments LLC and Morgan Stanley. Omalley acts as a trustee and co-trustee for a family trust, the Sidney Tyler Trust, which has been in existence since 1917. Independence Square Holdings operates as a multi-team advisory firm with approximately 40 advisors, serving individuals, high-net-worth clients, retirement plans, and institutional clients. The firm offers financial planning, portfolio management, and ERISA advisory services, utilizing a blend of customized and model portfolios along with third-party solutions and digital platforms.

Blaise Milanek is a financial advisor with Independence Square Holdings, LLC, holding a Series 66 designation and four years of industry experience. Prior to joining the firm, he spent four years in academic roles at Lehigh University and Conestoga High School. Independence Square Holdings, doing business as Independence Square Advisors, serves individuals including high-net-worth clients, retirement plans, and institutional clients through financial planning, portfolio management, and ERISA advisory services. The firm employs a multi-team approach with approximately 40 advisors, utilizing customized portfolios, model portfolios, and third-party managers, alongside digital platforms and access to alternative investment products.

Jeffrey Sparling is a CFA® charterholder with 15 years of industry experience. He is currently with Index Fund Advisors, Inc. and has previously worked at Principal Financial Group, Mercer, and The Vanguard Group Inc. Index Fund Advisors, Inc. provides discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and other institutions. The firm emphasizes globally diversified, passively managed portfolios constructed from index mutual funds and ETFs, integrating in-house tax services alongside its advisory offerings.

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.

Michelle Siano is a financial advisor at Founders Financial Securities LLC with 11 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and previously worked at Ellis Investment Partners, LLC for nine years. In addition to her role at Founders Financial Securities, she is involved with Guided Wealth Management LLC, focusing on investment advisory and the sales and service of investment and insurance products. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and utilizes various investment programs including the Independence Advisory platform and Freedom Capital Management Strategies.

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.

Daniel Shevlin is a CFP® professional with 34 years of industry experience, currently advising at Wealthcare Advisory Partners LLC since 2017. He has prior experience at Private Advisor Group, LLC, LPL Financial, and Equity Services, Inc. Outside of his advisory role, he performs as a musician with the Crooked Rose Band. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using proprietary Wealthcare software and integrates behavioral economics with evidence-based quantitative metrics, applying both passive and active investment strategies.

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.

Dominick Ammirato is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Wealthcare Advisory Partners LLC. His prior experience includes roles at Brinker Capital, Orion Portfolio Solutions, and Morgan Stanley Smith Barney. He is a member of the Wilkes University Alumni Board and serves on the executive committee of the Greater West Chester Chamber of Commerce’s Next Gen group. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using patented Wealthcare software and a behavioral economics framework, combining both passive and active investment strategies alongside dynamic rebalancing.

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.

Dominic is the co-founder of Wedmont Private Capital. After graduation from the United States Naval Academy, Dominic joined the Marine Corps and was designated a Ground Intelligence Officer. As a lieutenant, Dominic commanded a Scout Sniper platoon and deployed his unit twice, including a combat deployment to Al Anbar Province, Iraq, in 2007. After his promotion to captain, Dominic led an officer recruiting station and was responsible for developing Marine officer candidates in eastern Pennsylvania. Dominic received his MBA (with a concentration in finance) from the Wharton School at the University of Pennsylvania. He worked at Credit Suisse as an ultra-high-net-worth (UHNW) financial advisor and also spent time at Vanguard, where he served as the Chief of Staff of the Financial Advisor Services division. Outside of work, Dominic enjoys trail running, functional fitness, and playing golf, often quite badly. He is passionate about helping veterans transition successfully to civilian life and understands how daunting it can be for vets to find the right career outside the military. Dominic lives with his wife and three sons outside Philadelphia.

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.

Lucile Steitz is a CFP® with 16 years of experience and has been with Sage Financial Group Inc. since 2013. She holds a Series 63 license and is based in West Conshohocken, PA. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors with discretionary and non-discretionary investment management and financial planning. The firm offers family office services and manages affiliated private pooled real-estate funds, utilizing fundamental analysis and a long-term investment approach.