Andrue Nicholas is a financial advisor at The Ascent Group, LLC with Series 65 and Series 63 licenses. He has approximately one year of industry experience with prior roles at Hardenbergh Insurance Group, Citrin Cooperman, and other firms. The Ascent Group, LLC provides investment management, financial planning, and consulting services to individuals, high net worth clients, families, trusts, businesses, institutions, and retirement plans. The firm manages approximately $4.76 billion in assets and serves over 4,000 clients through a multi-team structure, combining discretionary and non-discretionary portfolio management with model-based and platform offerings.

David Lafferty is a CFP® with 24 years of industry experience, currently serving at Wescott Financial Advisory Group LLC since 2000. He holds Series 63 and Series 65 licenses and is based in Philadelphia, PA. Wescott Financial Advisory Group 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 with a tax-sensitive, disciplined process and individualized Investment Policy Statements.

Michaela St Clair is a CFP® and holds a Series 66 license with four years of industry experience. She is currently with Modera Wealth Management, LLC and has previously worked at Pitcairn Trust Co., Pitcairn Wealth Advisors, Robert W. Bard & Co Incorporated, and UBS Financial Services. Before entering the financial industry, she spent four years at the University of Pittsburgh and eight years with the West Chester Area School District. Modera Wealth Management, LLC provides wealth management, portfolio management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. The firm employs diversified asset allocation based on Modern Portfolio Theory and offers integrated accounting, tax, and business coaching services alongside traditional investment management.

Charles King is a financial advisor with 25 years of industry experience, currently with 1919 Investment Counsel, LLC. He holds the Series 63 and Series 65 designations and has worked at Legg Mason Investment Counsel, LLC since 2005. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, pension plans, and public entities. The firm emphasizes customized portfolios centered on liquid mid- and large-cap equities and investment-grade fixed income, utilizing proprietary and third-party research supported by AI and machine learning.

Robert Schneider is a financial advisor with Bryn Mawr Trust Advisors, LLC in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include nearly two decades at Conservest Capital Advisors, Inc., a year at United Capital Financial Advisers (a Goldman Sachs company), and seven years with Bryn Mawr Capital Management. Bryn Mawr Trust Advisors, LLC is a bank-affiliated, SEC-registered investment adviser that provides discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, and institutional clients. The firm employs a proprietary multi-asset investment approach and collaborates with WSFS Bank and other financial entities in co-advisory and sub-advisory arrangements.

David Gehring is a CFP® professional with 17 years of experience in financial advisory services at MyCIO Wealth Partners, LLC in Philadelphia, PA. He holds a Series 66 license and has been with MyCIO Wealth Partners since 2009. MyCIO Wealth Partners serves high-net-worth individuals, trusts, estates, and institutional clients, offering a range of investment advisory and planning services. The firm emphasizes non-discretionary portfolio management and provides access to diverse investment vehicles, including private pooled funds and alternative investments.

Joseph Biegaj is a financial advisor at CORDA Investment Management, LLC with two years of industry experience. He holds a Series 65 credential and previously worked at Green Expert Technology and General Dynamics Electric Boat. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for about 1,359 clients. The firm offers discretionary portfolio management and integrated financial planning to individuals and pension consulting/ERISA plan services, employing customized portfolios that include a variety of trading and investment strategies.

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.

James Lermitte is a financial advisor at Summit Financial, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Persimmon Capital Management, Dakota Wealth, LLC, and Foundations Financial Partners, among others. Outside of his advisory role, he is a partner in SOS Advertising LLC. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, including discretionary and consultative services, financial planning, and retirement plan advisory.

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 in Havertown, PA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at SEI Investments Management Corp., Pershing Advisor Solutions LLC, BNY Mellon Advisors, Inc., and Brinker Capital Inc. Summit Wealth Group is a multi-team registered investment adviser with approximately 39 advisors managing about $2.3 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, offering integrated wealth management services including investment management, financial planning, retirement-plan advisory, family office support, and tax services.

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 possessing 32 years of industry experience. He has worked with LPL Financial since 2002 and served at Private Advisor Group prior to joining Independence Square Holdings in 2019. Independence Square Holdings, operating as Independence Square Advisors, serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, pension consulting, and ERISA advisory services. The firm employs a multi-team approach with about 40 advisors, offering customized and model portfolios, third-party manager access, and utilizes various digital platforms and alternative investment options in client strategies.

Andrew Shamy is a financial advisor at Stratos Wealth Advisors LLC with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at TIAA and TIAA-CREF from 2011 to 2020. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through multiple teams. The firm offers financial planning, portfolio management, and access to third-party managers, delivering customized investment solutions primarily through its network of investment advisory representatives.

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 with Bryn Mawr Trust Advisors, LLC, holding a Series 65 credential and bringing 15 years of industry experience. He has worked at Bryn Mawr Capital Management since 2016 and previously at West Capital Management, Inc. from 2011 to 2017. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation, offering discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, and institutional clients. The firm employs a multi-asset investment approach combining strategic asset allocation with active and passive managers and uses proprietary solutions alongside third-party platforms to serve a diverse client base.