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.

David Gradzki is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He has been with Roffman Miller Associates Inc since 2021. Outside of financial advising, he has managed an LLC related to a family rental property. Roffman Miller Associates serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and corporations, typically working with accounts at or above $1 million. The firm emphasizes a team-based investment approach, focusing on long-term objectives, diversification, and fundamental security selection, with portfolios primarily constructed from individual stocks and bonds.

Anthony Feudo is a financial advisor at Bryn Mawr Trust Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Bryn Mawr Capital Management, Veritable, LP, The Vanguard Group, Morgan Stanley, Thomas Jefferson University Hospital, and La Salle University. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation that provides discretionary investment management and financial planning to individuals, trusts, foundations, corporations, and institutional clients. The firm offers customized investment policy statements implemented through a proprietary multi-asset approach combining active and passive managers, ETFs, and selected independent managers.

Emily Mc Guire is a financial advisor with Capital Analysts, holding Series 63 and Series 66 designations and four years of industry experience. Her prior work includes roles at Lincoln Investment, Northwestern Mutual, and The Vanguard Group. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Ryan Conlin is a CFP® professional with 16 years of industry experience. He is currently with Wealthcare Advisory Partners LLC, where he has worked since 2026. Prior to this, he spent six years at IAM Advisory LLC and ten years at Investment Advisors Asset Management, LLC and Royal Alliance Associates, Inc. Conlin also operates a sole proprietorship offering life, health, and accident insurance products. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that integrates patented Wealthcare software and behavioral economics, using a combination of proprietary quantitative metrics, fundamental, technical, and behavioral analysis to guide portfolio management and planning.

Steven Jolley is a financial advisor with Alera Investment Advisors, LLC, holding a Series 66 designation and 15 years of industry experience. His background includes roles at Merrill, Triad Advisors, and Walsh & Nicholson Financial Group. Outside of finance, he serves as a radio color analyst for Red Bull New York and as a matchday evaluator for Major League Soccer, in addition to coaching youth soccer locally. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis driven investment approach and integrates its services with insurance and pension-consulting platforms.

Grant Boyle is a CFP® and Series 65-registered advisor with six years of industry experience. He has been with Kathmere Capital Management, LLC since 2018, following earlier roles at Northwestern Mutual and USLI. Boyle also worked at Germantown Cricket Club and Saint Joseph’s University prior to his financial services career. Kathmere Capital Management provides investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional sponsors such as pension plans, endowments, and foundations. The firm employs a top-down, model-portfolio approach primarily utilizing ETFs and no-load mutual funds, while offering discretionary and non-discretionary account management.

John Gray is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with MissionSquare Retirement and has previous experience at T. Rowe Price and CITI Private Bank. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services tailored for participants and IRAs held at MissionSquare. Its Guided Pathways Advisory Services include discretionary Managed Accounts and Fund Advice developed by Morningstar Investment Management, employing quantitative and qualitative methods to personalize investment advice within an integrated multi-team advisory structure.

Ryan Baumbach is a financial advisor with AssuredPartners Investment Advisors and holds a Series 66 designation. He has eight years of industry experience, including prior roles at Edward Jones and Lighthouse Financial Advisory Group. Baumbach is also licensed as an insurance agent, dedicating a portion of his time to selling insurance products. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices.

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.

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.

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.

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.

Shanley Campbell is a CFP® and ChFC® with 22 years of industry experience, currently serving as a financial advisor at Continuum Advisory, LLC since 2018. Prior to this, she worked at Triad Advisors, Signator Investors, and Transamerica Financial Advisors. Outside of advisory work, she owns a financial planning business operating under the name Rassler Financial. Continuum Advisory provides financial planning, consulting, and portfolio management services to individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans. The firm integrates multiple professional services and utilizes a range of investment strategies and third-party managers accessed through a centralized platform.

James Krause is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at LPL Financial, Hornor Townsend & Kent, Inc, AdvisorNet Wealth Partners, and Cetera Wealth Services. He operates an independent investment advisory business through Wealthcare Advisory Partners LLC. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that integrates patented software and behavioral economics with evidence-based quantitative metrics, combining passive and active investment strategies and dynamic rebalancing as appropriate.