Christopher O'Keefe is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has worked at Logan Capital Management, Inc. since 2019 and previously spent 18 years at Manulife/John Hancock. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for a diverse client base, including high-net-worth individuals, retirement plans, and institutional investors. The firm employs a combination of top-down macroeconomic analysis, proprietary quantitative screens, fundamental research, and technical analysis across various equity and fixed-income strategies.

Jamie Stapf is a financial advisor at Ethos Financial Group, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Almanack Investment Partners, Wells Fargo Advisors, Credit Suisse Securities, and Deutsche Bank Securities. Outside of his advisory role, he is the founder and COO of Praktikant, a software company based in Pennsylvania. Ethos Financial Group serves individuals, trusts, estates, state and municipal entities, and charitable organizations, providing investment management and financial planning services. The firm utilizes model portfolios and index-based Core Allocations to deliver diversified, risk-conscious investment strategies supported by third-party research and optional tax-overlay management.

Ryan Hamilton is a financial advisor at Girard Advisory Services, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Univest Bank and Trust Co and SEI Investments. Outside of his advisory role, Hamilton works as a food delivery driver for Uber Technologies and Grubhub and performs cleaning duties for Maid4ucleaners. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both individual clients, including high-net-worth households, and plan sponsors and participants, emphasizing asset allocation and diversification through a proprietary research process and a range of investment strategies.

Henry Miller Jr. is a financial advisor at Miller Investment Management, LP with nine years of industry experience. He holds a Series 65 designation and has been with Miller Investment Management since 2016. Miller Investment Management provides advisory and supervisory services to individuals, pension plans, foundations, endowments, trusts, business entities, and private pooled vehicles. The firm employs a combination of fundamental and technical analysis through internal committees to guide client allocations, managing both discretionary and non-discretionary assets across a broad range of investment strategies.

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.

James Colao is a financial advisor with Girard Advisory Services, LLC and holds the CFP® and Series 66 designations. He has 11 years of industry experience, including roles at The Vanguard Group, Inc., Fidelity, Bank of America, and Merrill prior to joining Girard Advisory Services. Girard Advisory Services, LLC is a fee-only registered investment adviser offering wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm utilizes a proprietary research process and an Investment Committee to tailor portfolios through diversified asset allocation and manages client assets using a range of investment vehicles and specialized strategies, supported by its affiliation with Univest Bank and Trust Co.

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 a Series 65 designation and three years of industry experience. He has worked at Legacy Advisors since 2022 and previously held roles 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 provides modular financial planning, discretionary and non-discretionary portfolio management, and retirement plan consulting, tailoring advice and portfolios to each client’s objectives and risk tolerance.

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.

Joseph Elliott is a CFP® professional with 30 years of industry experience. He has worked at Independence Square Holdings, LLC since 2019 and previously held roles at Private Advisor Group, LLC and LPL Financial, LLC. Outside of his advisory work, he is involved in food and restaurant sales through Goose Pointe LLC and teaches in Chestertown, MD. Independence Square Holdings serves individuals, retirement plans, and institutional clients with financial planning, portfolio management, and ERISA advisory services. The firm operates as a multi-team adviser providing customized portfolios, model portfolios, and access to third-party managers, incorporating digital platforms and alternative investments in its approach.

Susan Gillespie is a financial advisor at Mariner Independent with 11 years of industry experience. She holds Series 63 and Series 65 designations and has held positions at firms including Bank of America, Merrill, and The Prudential Insurance Company of America. Gillespie is also involved with Pax Financial Advisors, offering investment services through Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base that includes individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan services with integrated institutional resources.

Raymond Beck is a financial advisor at Pinnacle Investments, LLC in Philadelphia, PA, holding Series 63 and Series 65 licenses with 56 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion across 57 advisors, serving individuals, retirement plans, trusts, estates, and institutional clients. The firm provides financial planning, portfolio management, and advisory consultations, employing both fundamental and technical analysis in tailored investment programs.

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.