Matthew Ioannides is a financial advisor at MyCIO Wealth Partners, LLC, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Jersey Shore Portfolio Management, Olde Silver Tavern, and B2 Bistro, among others. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, pension plans, and charitable organizations. The firm offers a range of portfolio management and financial planning services, focusing mainly on non-discretionary asset allocation and advising multiple affiliated private pooled investment vehicles.

Patricia Angelozzi is a financial advisor with United Capital Financial Advisors, holding a Series 65 designation and 10 years of industry experience. She has been with United Capital Financial Advisors since 2011. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models developed by an Investment Policy Committee and offers portfolio customization for ESG and faith-based preferences.

James Colao is a CFP® with 10 years of experience in the financial services industry. He is currently with Girard Advisory Services, LLC and has previously worked at The Vanguard Group, Fidelity, Bank of America, and Merrill. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm emphasizes asset allocation, diversification, and tailored portfolios through a proprietary research process and offers a range of investment and planning services to both high-net-worth and individual clients.

Ryan Kraus is a CFA® charterholder with 13 years of industry experience. He currently works at Sage Financial Group Inc. and has previously been employed at Brinker Capital and Lincoln Financial Distributors. 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 approach is based on fundamental analysis and long-term investment, utilizing a range of vehicles and offering discretionary authority when authorized.

Robert Wurster is a financial advisor at Legacy Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Savant Wealth Management and Domani Wealth. Outside of his advisory work, he serves as Treasurer of the Lancaster Polo Club. Legacy Advisors serves individuals—including high-net-worth clients—as well as trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm offers modular financial planning, discretionary and non-discretionary portfolio management, and retirement plan consulting, tailoring advice and portfolios to clients’ objectives using a variety of investment strategies.

Brian Hungarter is a CFP® professional with six years of industry experience, currently serving at Girard Advisory Services, LLC since 2019. His prior roles include positions at Keeney Financial Group, Arena Strength & Conditioning, Legacy Advisors, and The Glenmede Trust Company. Girard Advisory Services, LLC is a fee-only registered investment adviser offering wealth management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes a proprietary research process and investment committee to tailor portfolios through diversified asset allocation, serving both high-net-worth individuals and plan sponsors.

Ethan Kohanik is a financial advisor at MyCIO Wealth Partners, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Equitable Advisors. 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 emphasizes non-discretionary portfolio management and offers a range of investment options including private pooled vehicles and alternative investments.

Bryan Cooney is a CFP® with 11 years of industry experience, currently serving as a financial advisor at McAdam LLC. He has worked at McAdam since 2014 and previously at Purshe Kaplan Sterling Investments. Cooney holds the Series 66 designation. 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 portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a tiered weekly financial-planning subscription alongside access to alternative and specialized investment strategies.

Matteo Petrillo is a financial advisor at Regal Investment Advisors LLC with 20 years of industry experience. He has worked at Regal since 2018 and previously spent 10 years at Boenning & Scattergood. His credentials include the Series 66 designation. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management through a network of unaffiliated advisers, serving individual, high-net-worth, and corporate clients with a range of proprietary and third-party investment strategies.

Carol Mayhart is a financial advisor at Nations Financial Group, Inc. with 20 years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Nations Financial Group in 2019, she worked for Wells Fargo Advisors Financial Network LLC for 10 years. Outside of her advisory role, she serves as a trustee and steering committee member for The Grand Wilmington Delaware, a venue for shows, concerts, and plays. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios alongside outside managers, with strategies tailored to client objectives and risk tolerance.

Raymond Beck is a financial advisor at Pinnacle Investments, LLC with 56 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Pinnacle Investments in 2022, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2014 to 2022. Pinnacle Investments is a multi-team SEC-registered investment adviser managing approximately $1.06 billion in assets and serving nearly 2,000 clients, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutions. The firm offers a range of advisory services and employs both fundamental and technical analysis in portfolio management.

James Biles is a CFA® charterholder with 28 years of industry experience, currently serving as an advisor at MyCIO Wealth Partners, LLC since 2005. Based in Philadelphia, PA, he holds Series 63 and Series 65 licenses. 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 emphasizes non-discretionary portfolio management and offers a range of financial planning and consulting services, with a focus on alternative investments and private pooled vehicles.

Joseph Granahan is a financial advisor with Prosperity - An EisnerAmper Company in Philadelphia, PA, holding a Series 65 license and six years of industry experience. Prior to joining Prosperity in 2026, he worked at MyCIO Wealth Partners for six years and has held roles at Heffler, Radetich & Saitta, LLP, Dougherty Electric, F&M Library, and Franklin & Marshall College. Prosperity - An EisnerAmper Company provides financial planning, portfolio management, and consulting services to individuals, trustees, estates, retirement plans, and business entities. The firm manages approximately $5 billion in assets across a team of 63 advisors, emphasizing asset allocation and diversification through both discretionary and non-discretionary management strategies.

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.

Mark Dougherty is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Wealthcare Advisory Partners LLC and has prior experience at Mutual of Omaha and LPL Financial. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework and offers access to alternative investments and proprietary planning tools.

Gregory Dupee is a financial advisor at Aegis Capital Corp. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Janney Montgomery Scott for ten years. Outside of his advisory role, he serves as Secretary of the Board for the Camp Fire Conservation Fund, a nonprofit organization focused on conservation issues. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options across multiple managed account programs and supports trade execution, clearing, custody, and reporting services.

Carl Price is a financial advisor at Integrity Advisory Solutions with one year of industry experience. He holds a Series 65 credential and has been involved in investment advisory work since 2023, following over two decades as an attorney specializing in estate planning and elder law through his firm Price & Price, LLC. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a network of advisers who manage customized or model portfolios across various asset classes.

Rebecca Iacopelli is a CFP® certificant with eight years of industry experience. She currently works at Wescott Financial Advisory Group LLC, where she has been employed since 2021. Her prior experience includes roles at H&H Retirement Design and Management, Inc., myFinancialAnswers, Facet Wealth, and Main Street Financial Life Advisors. Wescott Financial Advisory Group serves individual clients, family offices, charitable organizations, and retirement plans, providing wealth management, financial planning, family office solutions, trust services, and pension consulting. The firm employs an open-architecture, multi-manager investment approach that combines passive and active strategies with fundamental analysis and emphasizes tax-sensitive portfolio construction.

Steven Harrigan is a financial advisor at Regal Investment Advisors LLC with six years of industry experience. He holds a Series 65 designation and has worked at Regal since 2019. Harrigan also serves as an insurance agent with American Senior Advisors, a role he has held since 2009. Regal Investment Advisors, operating as LionShare, provides discretionary investment management services through independent advisers to a diverse client base including individual, charitable, and corporate clients. The firm offers proprietary and third-party model portfolios with discretionary implementation and rebalancing.