Anthony Voce is a financial advisor at MyCIO Wealth Partners, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MyCIO Wealth Partners since 2016. 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 offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, tax preparation, and institutional CIO services, with a focus on recommending and monitoring allocations across a range of investment vehicles.

Alexander Rawdin is a CFP® with seven years of industry experience. He has been with Wescott Financial Advisory Group LLC since 2017, following three years at Pandora Media, Inc. Rawdin holds the Series 65 license and is based in Philadelphia, PA. Wescott Financial Advisory Group LLC 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 through a tax-sensitive, disciplined process supported by individualized Investment Policy Statements.

Branden Sacks is a Certified Financial Planner™ with 16 years of industry experience. He currently works at Main Street Financial Solutions, LLC and previously spent over a decade with Bank of America, N.A. and Merrill. Main Street Financial Solutions serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs an academic-based, multi-asset class investment approach with a focus on low-cost ETFs and mutual funds, while integrating active management and alternative investments tailored to client objectives and risk profiles.

Mark Inserra is a CFA® charterholder and holds a Series 66 license with 23 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2002 and joined Capital Analysts in 2024. Outside of his advisory role, he serves as secretary/treasurer for a local homeowners' association. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management utilizing in-house investment models and third-party managers, and maintains affiliations with Lincoln Investment and Pershing/BNY.

Edward Forst Jr. is a CFP®-designated financial advisor with Capital Analysts, based in Fort Washington, PA. He has 46 years of industry experience, including long-term affiliations with Lincoln Investment Planning, Inc. since 1980 and Linsure, Inc. since 1986. Outside of his advisory work, he is involved in real estate activities including property ownership and financing. Capital Analysts serves individual and institutional clients through discretionary and non-discretionary portfolio management, offering customized and model portfolios supported by an in-house Investment Management & Research team. The firm manages approximately $8.8 billion and works with a broad client base including retirement plans, trusts, and charitable organizations.

Edward Zakarewicz Jr. is a financial advisor with Capital Analysts, holding a Series 63 designation and 27 years of industry experience. He has worked at Lincoln Investment Planning since 2009. Capital Analysts serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, and charitable organizations, providing both discretionary and non-discretionary portfolio management through various programs and customized solutions.

Joseph Frazer is a financial advisor at Wescott Financial Advisory Group LLC in Philadelphia, PA, holding a Series 65 designation with six years of industry experience. Before joining Wescott in 2019, he worked at JPMorgan Chase, TD Bank, and DICK's Sporting Goods. Wescott Financial Advisory Group serves individual clients, family offices, charitable organizations, and retirement plans with services including wealth management, financial planning, family office solutions, trust services, and retirement plan consulting. The firm employs an open-architecture, multi-manager investment strategy that integrates passive and active approaches and emphasizes tax-sensitive portfolio construction.

Susan Allen is a CFP® professional with 45 years of experience in the financial industry. She has been with Great Valley Advisor Group, LLC since 2015 and has also maintained a long-term affiliation with LPL Financial since 2009. Outside of her advisory role, she is involved in non-variable insurance activities through her firm, The Capital Legacy, LLC. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts. 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 as well as sponsored platforms.

Michael Valenti is a CFP® professional with three years of industry experience, currently serving at Bryn Mawr Trust Advisors, LLC. Prior to this role, he worked at Cwm, LLC, Carson Group, LLC, CI Private Wealth, LLC, and Radnor Financial Advisors. 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 policy statements and diversified portfolios utilizing independent managers, mutual funds, ETFs, proprietary separate accounts, and third-party private fund platforms, including ESG strategies.

Jerry Bell II is a financial advisor at Elm Wealth in Philadelphia, PA, with two years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for VidMob, Inc. from 2015 to 2023. Elm Wealth manages approximately $3.02 billion in discretionary assets and offers investment advisory services to a diverse client base, including pooled investment vehicles, an exchange-traded fund, private/offshore funds, and high-net-worth individuals. The firm employs a rules-based, dynamic asset-allocation strategy using low-cost mutual funds and ETFs across multiple vehicle types.

Kyle Jennings is a financial advisor at LaSalle St. Investment Advisors, L.L.C., holding a Series 65 credential with six years of industry experience. He has worked at LaSalle St. Investment Advisors since 2021 and is also involved with Retirement Planning Specialists, Inc. Outside of his advisory roles, he has experience in the food service industry, including work with Chickies N' Petes and Sarrapo's Pizza. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies using mutual funds, ETFs, equities, fixed income, options, and alternative vehicles, offering both non-discretionary and discretionary management.

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.

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 with three years of industry experience. He is currently with CW Advisors, LLC and has previously worked at Congress Wealth Management LLC, MainLine Private Wealth, LLC, and Archer Investment Management Solutions. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach that combines active, passive, quantitative, and ESG strategies, using both third-party money managers and internally managed risk-managed strategies.

Nico Sethi is a Series 66-licensed financial advisor at Santander Securities LLC with 14 years of industry experience. He has worked at Santander Securities and Santander Bank since 2015. Outside of his advisory role, he serves as Treasurer and Executive Board Member for the Reserve at Northampton Community Association. Santander Securities LLC provides investment advisory services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee programs and financial planning services, delivering investment advice through a managed-account platform with discretionary account management and ongoing compliance oversight.

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.

James Todd is a financial advisor with Santander Securities LLC in Conshohocken, PA, holding Series 63 and Series 66 licenses with three years of industry experience. He has been with Santander Securities and Santander Bank since 2022, and previously worked at Lowe’s and Midway Bowling. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products, primarily serving individuals, ERISA and IRA accounts, and institutional entities.

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.