Erik Lindholm is a financial advisor with Independence Square Holdings, LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including roles at Ameriprise Financial Services and LPL Financial. Lindholm provides investment advisory services through Independence Square Holdings, an independent firm he has been with since 2019. Independence Square Holdings serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, and ERISA advisory services. The firm combines customized and model portfolios with third-party solutions and emphasizes digital platforms and alternative investment options.

Marc Rosenblum is a financial advisor at Silver Oak Securities, Inc. with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes ten years at Lincoln Financial Securities Corp and six years at Transamerica Financial Advisors. Additionally, Rosenblum serves as president of American Cornerstone Group, an insurance-related business. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and business entities through a network of over 100 financial professionals. The firm manages approximately $2.4 billion in discretionary assets, offering various advisory programs that emphasize customized, primarily discretionary investment management aligned with client objectives and risk tolerances.

George Lex is a financial advisor with Quartz Partners Investment Management and holds the ChFC® designation and Series 63 license. He has 30 years of industry experience and has worked at firms including Etico Partners, LLC, Etico Wealth Management LLC, Dinosaur Securities, and McGinn, Smith & Co., Inc. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm’s investment approach combines top-down macro analysis with bottom-up stock selection across distinct model series, monitored and rebalanced by an investment committee.

Alina Semykina is a financial advisor at MyCIO Wealth Partners, LLC, holding a Series 65 registration with one year of industry experience. Her background includes various roles at MyCIO Wealth Partners, Valley Forge Financial Group, Drexel University, Chubb, and KBRA. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals and institutional clients. The firm emphasizes non-discretionary portfolio management and offers access to a range of investment vehicles including alternative investments and private pooled funds.

Gregory Horn is a financial advisor at Summit Financial, LLC with 27 years of industry experience. He has held positions at Persimmon Capital Management, LP, Alphahedge Capital Partners, LLC, and Dakota Wealth, LLC. Mr. Horn is in the process of transitioning his book of business from Dakota Wealth to Persimmon Capital Management. Summit Financial, LLC is a multi-team advisory firm with over 200 advisors and nearly $26.4 billion in assets under management. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultant approaches tailored to client needs.

Alexander Kunicki is a financial advisor at MyCIO Wealth Partners, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Chubb and HFM Investment Advisors, LLC, as well as teaching positions at Rowan University and Montclair State University. Outside of finance, he has experience working at Lascala's Fire over the past five years. MyCIO Wealth Partners provides investment advisory and related 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 investment vehicles including mutual funds, ETFs, private investment funds, and alternative investments such as hedge funds and private equity.

Charles Boinske is a CFA® charterholder with 33 years of industry experience. He has worked at Modera Wealth Management, LLC since 2021 and previously spent 11 years at Independence Advisors, LLC. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors with wealth management, portfolio management, retirement plan consulting, and financial planning. The firm combines a diversified asset allocation approach based on Modern Portfolio Theory with in-house accounting and tax services, business coaching, and other ancillary offerings.

Michael Capriotti is a financial advisor with Great Valley Advisor Group, LLC in Philadelphia, holding a Series 65 credential and seven years of industry experience. He has worked at Todd & Todd LLP since 2009, accumulating 17 years in tax accounting as a CPA. Capriotti also operates Cappy's Financial Planning LLC, providing investment planning and wealth management services. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.

Clarence Krepps Jr. is a ChFC® designated advisor with 44 years of industry experience, currently serving at Geneos Wealth Management, Inc. in Lansdale, PA. He has worked at Geneos since 2004 and previously spent six years with Cetera Advisors LLC. Outside of his advisory role, he serves on the boards of Gemma Services and the Gemma Foundation and is involved in tax preparation and other entrepreneurial activities. Geneos Wealth Management is an SEC-registered investment adviser managing over $5.5 billion in client assets as of December 2024. The firm provides financial planning, portfolio management, and referrals to third-party money managers, serving individuals, trusts, estates, corporations, and various institutional clients through a range of discretionary and non-discretionary strategies.

Kenneth Christian is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Maplewood Financial Group LLC for 11 years and is an owner and agent at Maplewood Financial Group, where he focuses on low-cost portfolio construction, 401(k) rollovers, life insurance, and retirement planning. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation process and a variety of investment strategies, including alternative investments, to manage portfolios on a discretionary basis.

Eric Hough is a financial advisor at Great Valley Advisor Group, LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Great Valley Advisor Group, he worked at Credit Suisse Securities (USA) LLC for 15 years and spent six years at Scire Capital Partners, LLC. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting through a large advisor network and emphasizes individualized portfolio construction and ongoing oversight.

Christine Mcewan is a financial advisor with Independence Square Holdings, LLC and holds a Series 66 designation. She has 12 years of industry experience and has worked previously with firms including LPL Financial, Truist Investment Services, SunTrust Advisory Services, and BB&T Securities. Independence Square Holdings, operating as Independence Square Advisors, serves individuals—including high-net-worth clients—retirement plans, and institutional clients through financial planning, portfolio management, and pension consulting. The firm employs a multi-team approach and utilizes a range of customized portfolios, model portfolios, and third-party solutions, with a notable focus on digital and platform services to support client strategies.

Michael Clark is a financial advisor with 30 years of industry experience, currently serving at 1919 Investment Counsel, LLC since 2005. He holds Series 63 and Series 65 licenses. 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 focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research.

Patrick Aitcheson is a financial advisor with Santander Securities LLC, holding a Series 66 designation and 17 years of industry experience. His career includes roles at J.P. Morgan Securities and Santander Bank, NA. He is currently based in Newtown, PA. Santander Securities LLC provides investment advisory services to a diverse client base, including individuals, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and centralized client support.

Christopher Vorgity is a financial advisor with Santander Securities LLC in Philadelphia, PA, holding Series 63 and Series 65 credentials and with 10 years of industry experience. His prior roles include positions at DoorDash, Citizens Securities Inc., and Citizens Bank. Santander Securities LLC provides investment advisory services to a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and providing ongoing compliance and suitability reviews.

Vincent Panvini Jr. is a financial advisor with Legacy Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Legacy Advisors since 2003 and with M Holdings Securities, Inc. since 2006. Panvini serves on the board of The Legacy Foundation, a charitable organization involved in grant voting. 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 both discretionary and non-discretionary portfolio management and provides pension consulting, participant education, and modular planning services alongside ongoing oversight of third-party managers.

Suzanne Malik is a financial advisor at Modera Wealth Management, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Modera since 2021, following prior roles at Independence Advisors, LLC and Trinity Wealth Management, LLC. Outside of finance, she was involved with The International Society of Hypnosis and The Greater Philadelphia Society of Clinical Hypnosis. 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, using diversified portfolios supplemented by independent managers, private-placement opportunities, and optional ESG integration.

Edward Rorer is a financial advisor with Copeland Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously founded and managed Rorer Asset Management, LLC, where he worked for 10 years. Copeland Capital Management is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, trusts, charitable organizations, corporations, pooled investment vehicles, and government entities. The firm employs a conservative, dividend-growth-focused investment philosophy across a range of market-cap strategies and manages over $4.0 billion in discretionary assets alongside substantial model portfolio services.

Matthew Mcclendon is a Certified Financial Planner® (CFP®) and Chartered Financial Analyst (CFA®) with 20 years of industry experience. He has been with Ethos Financial Group, LLC since 2026 and previously worked at The Vanguard Group, Inc. for 11 years. Ethos Financial Group serves individuals—including high-net-worth clients—trusts, estates, governmental entities, and charitable organizations, offering investment management, financial planning, estate planning, and consulting services. The firm uses model portfolios and a core allocation strategy focused on diversified, risk-conscious investments and incorporates third-party research alongside AI tools for operational support.

Thomas Flynn is a CFP®-certified financial advisor with eight years of industry experience. He currently works at Girard Advisory Services, LLC and has been with affiliated firms since 2017. His background includes roles at Univest Bank and Trust Co. and the Manoa Tavern. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm provides wealth management, retirement plan consulting, and related services using a proprietary research process and a wide range of investment strategies, supported by its affiliation with Univest Bank and Trust Co. and related entities.