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.

Candida Weinrick is a financial advisor at Choreo, LLC with 20 years of industry experience and holds a Series 66 designation. Her career includes roles at Morgan Stanley Smith Barney, UBS Financial Services, Hightower Advisors, and Merrill. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Andrew Hauber is a financial advisor at Diversify Advisory Services, LLC with 19 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His previous roles include positions at DFPG Investments, LLC and Hornor, Townsend & Kent, Inc. Hauber is also actively involved in life insurance brokerage through several entities, including 1847Financial and MWealth Advisors, providing sales and service for multiple carriers. Diversify Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and small business owners with tailored financial planning and portfolio management. The firm emphasizes tactical diversification and individualized asset allocation, offering a variety of investment models and strategies along with flexible fee arrangements.

Richard Milburn is a CFA® charterholder affiliated with CW Advisors, LLC, with three years of industry experience. He has previously worked at Congress Wealth Management LLC, MainLine Private Wealth, LLC, and Archer Investment Management Solutions. CW Advisors, LLC is a multi-team advisory firm providing investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base, including high-net-worth individuals, trusts, estates, and institutional entities. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG strategies, and it operates within a larger corporate group offering related trust, lending, and alternative-investment platform services.

Robert Moore Jr. is a Series 66-licensed advisor with 25 years of industry experience. He has worked at Pine Valley Investments since 2016 and previously held positions at Purshe Kaplan Sterling Investments and J Alden Associates. In addition to his advisory role, he offers fixed insurance solutions to clients. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm uses a combination of fundamental, technical, and quantitative analysis across various strategies and serves both directly managed accounts and referred clients under Tri-Party Agreements.

Christopher Truscello is a financial advisor at Diversify Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at DFPG Investments, LLC, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. He is also a financial representative at March FWD, where he sells fixed insurance products. Diversify Advisory Services is an SEC-registered advisory firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm focuses on tactical diversification and individualized asset allocation, offering a variety of portfolio management and consulting services tailored to client goals and risk tolerance.

Frank Hanna Jr. is a ChFC® credentialed advisor with 16 years of industry experience. He is currently with Arkadios Wealth Advisors, where he has worked since 2021, following a seven-year tenure at Lincoln Financial Advisors. Outside of his advisory role, he is involved in insurance-related activities including offering life settlements, accident and health insurance, and managing entities focused on health insurance and related financial products. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports discretionary account management using a proprietary portfolio team and employs fundamental, technical, and cyclical analysis across asset classes.

John Mac Aulay is a CFP® professional with 10 years of industry experience, currently serving as an independent contractor at McAdam LLC. He previously worked at Purshe Kaplan Sterling Investments for eight years. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a fundamental analysis approach to portfolio management, offering a range of investment strategies including mutual funds, ETFs, independent managers, and specialized alternatives tailored to client risk tolerance and objectives.

Cristina Barsony is a financial advisor at Girard Advisory Services, LLC in Philadelphia, PA, holding a Series 65 designation with four years of industry experience. Her career includes roles at Univest Bank and Trust Co and M&T Bank. Girard Advisory Services, LLC is a fee-only registered investment adviser that offers wealth management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification using a proprietary research process and provides access to specialized strategies and affiliated banking and insurance services through its parent company structure.

Henry Yocum is a Series 65-licensed financial advisor with McAdam LLC, based in Radnor, PA, and has five years of industry experience. Prior to joining McAdam in 2020, he held positions at TD Ameritrade, First Command Services, and Election Systems & Software. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm employs a discretionary investment approach with diversified asset allocations and incorporates specialized exposures such as direct indexing and private investment funds.

Christopher Morello is a CFP®, ChFC®, and Series 65-licensed financial advisor with 17 years of industry experience. He has been with MyCIO WEALTH PARTNERS, LLC since 2006. MyCIO Wealth Partners provides investment advisory and related 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, financial planning, and institutional Chief Investment Officer services, focusing primarily on non-discretionary asset management and a diverse range of investment vehicles.

Valeri Boclair is a financial advisor at Bryn Mawr Trust Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group for 27 years. His recent roles include positions at Bryn Mawr Capital Management and Ascensus LLC. 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 strategies using a range of vehicles including independent managers, mutual funds, ETFs, and private fund platforms, and serves as a sub-adviser to WSFS Bank’s Wealth division and other financial entities.

William Mcgowan is a financial advisor at Modera Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Modera since 2022. Prior to his current role, he held various positions including multiple engagements with The Catholic University of America and roles at Skyline Tools LLC and Carmines Pizzeria. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios of mutual funds, ETFs, individual debt securities, and selected equities tailored to client objectives and risk tolerance.

George Harris III is a financial advisor with Sage Financial Group Inc. in West Conshohocken, PA, holding a Series 65 designation and 14 years of industry experience. He has worked at Sage Financial Group since 2012. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors, providing discretionary and non-discretionary investment management and financial planning. The firm offers family office services and is noted for its advisory role to affiliated private pooled real estate funds, employing a long-term, fundamental investment approach.

Maureen Kozak is a Certified Financial Planner® with 33 years of industry experience. She has been with Nations Financial Group, Inc. since 2009. Outside of her advisory role, she is an owner of St Joseph Realty Partners, LLC, where she maintains books and records. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach utilizes proprietary model portfolios combined with outside manager options, tailored by its advisers to client objectives, risk tolerance, and liquidity needs.

Michael McAdam is a financial advisor with McAdam LLC in Radnor, PA, holding a Series 66 designation and 25 years of industry experience. He has worked at Madison Avenue Securities, Purshe Kaplan Sterling Investments, and currently at McAdam LLC since 2014. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, managing client portfolios with a diversified approach that includes mutual funds, ETFs, individual securities, and alternative investments.

Corey Fisher is a financial advisor at Pine Valley Investments with nine years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, Merrill Lynch, and Dunn Corporate Resources. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm uses fundamental, technical, and quantitative analysis in constructing client programs and manages both directly held accounts and pooled investment vehicles, including affiliated private funds.

Kerry Cahill is a financial advisor at Beacon Capital Management, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Spc and Midland National Life Insurance Company. Cahill also manages a rental property in Florida outside of his advisory work. Beacon Capital Management provides third-party model portfolio management and discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm utilizes mechanical, data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.

Andrew Damico is a CFA® charterholder with 13 years of industry experience. He is currently with Roffman Miller Associates Inc, where he has worked since 2022. His prior roles include positions at Wells Fargo Clearing Services and Hartford Funds Distributors. Roffman Miller Associates provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.9 billion across about 1,560 client relationships, using a committee-based investment process focused on long-term objectives, diversification, and fundamental research.

Francisco Agrest is a financial advisor at Elm Wealth based in Philadelphia, PA. He holds a Series 65 designation and has been working in the industry since 2022. Prior to joining Elm Wealth in 2025, he held roles at Perchwell, AvantStay, and WeWork, as well as studying at Columbia University. Elm Wealth manages approximately $3.02 billion in discretionary assets, serving a diverse client base including individual and high-net-worth investors, pooled investment vehicles, and an exchange-traded fund. The firm employs a rules-based, dynamic asset allocation strategy across multiple investment vehicles, combining ETF advisory, fund management, and customized managed accounts.