Shanley Campbell is a CFP® and ChFC® with 21 years of industry experience. She has worked at Continuum Advisory, LLC since 2018 and previously held roles at Triad Advisors and Signator Investors, Inc. Outside of her advisory role, she is involved in insurance sales, providing fixed insurance products such as annuities and life insurance. Continuum Advisory serves both individual and institutional clients, offering financial planning, consulting, and discretionary portfolio management. The firm is known for its integrated professional services and uses a variety of investment vehicles, including mutual funds, ETPs, individual securities, and model portfolios.

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 at Copeland Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Rorer Asset Management, LLC since 1999. Copeland Capital Management provides discretionary and non-discretionary portfolio management, model-delivery, and sub-advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, trusts, foundations, corporations, and institutional investors. The firm employs a conservative, dividend-growth oriented investment approach that integrates fundamental, quantitative, macroeconomic, and technical analysis across multiple market-cap strategies and asset classes.

James Lombardo Jr. is a financial advisor at Belpointe Asset Management LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fortune Financial Services, BCG Securities, and Chaslyn Financial Group. Outside of advising, he is involved in insurance sales and manages multiple employer 401(k) plans. Belpointe serves a diverse client base, including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement plan consulting. The firm uses a variety of investment strategies tailored to client objectives and supports affiliated businesses such as proprietary funds and back-office services for other advisers.

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.

Jonathan Zerges is a financial advisor with StoneX Advisors Inc. and holds a Series 66 designation. He has 17 years of industry experience and has been with StoneX Advisors since 2016. Outside of his advisory role, he serves as Board President of Friends of Merion Gateway Park and is a board member of the Merion Civic Association. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA plan consulting. The firm utilizes multiple account structures and model-based solutions delivered through independent advisors and an in-house Private Client Group.

Michael Neill is a CFP® and ChFC® with 22 years of experience in the financial services industry. He currently works at Gladstone Wealth Partners and LPL Financial, having joined Gladstone in 2021. His prior experience includes over a decade at Morgan Stanley in various roles. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individual and high-net-worth investors, corporations, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and use third-party managers and model portfolios to meet client needs.

Christopher Ouimet is a CFA® charterholder with five years of industry experience. He has been with Logan Capital Management, Inc. since 2019 and previously worked at Manulife/John Hancock from 2011 to 2019. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for a diverse client base, including high-net-worth individuals, institutions, retirement plans, and public funds. The firm integrates macroeconomic analysis, proprietary quantitative screening, fundamental research, and technical analysis across multiple equity and fixed-income strategies.

Timothy Bolinski is a CFP® professional with 12 years of industry experience. He has worked at CliftonLarsonAllen Wealth Advisors, LLC since 2018 and previously at Janney Montgomery Scott from 2015 to 2018. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.

Christopher Surrichio is a CFA® charterholder with 23 years of industry experience. He is affiliated with Capital Analysts and has worked at Lincoln Investment since 2012. He has been associated with Capital Analysts Incorporated since 2002. Capital Analysts manages portfolios for a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and institutional clients. The firm utilizes discretionary and non-discretionary management approaches supported by an in-house Investment Management & Research team and offers a range of advisory services through a network of advisors.

Robert Miller is a financial advisor with Capital Analysts in Bala Cynwyd, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including 25 years at Capital Analysts and 14 years at Lincoln Investment. Outside of his advisory role, he serves on charitable and community committees such as the Jewish Federation of Greater Philadelphia and Boys Town Jerusalem, and he is president and owner of Charlap & Miller, Inc., an insurance sales firm. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs and access to third-party managers. The firm’s investment decisions are guided by an in-house research team using proprietary methods and maintains affiliations with Lincoln Investment and Pershing/BNY to support its advisory network.

Scott Lavelle is a CFA® charterholder and holds a Series 63 license. He is currently with Diversified, LLC and previously worked at PNC Bank for 14 years. He has one year of experience in the advisory industry. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm employs a comprehensive planning process with ongoing portfolio oversight and utilizes both third-party managers and proprietary strategies, managing approximately $2.79 billion in assets.

Michael Koerick is a CFP® with six years of industry experience, currently serving as a financial advisor at Capital Analysts. Before joining Capital Analysts in 2020, he worked with 3Step Sports LLC in sports videography sales. He continues to engage in sports video sales during events as a side activity. Capital Analysts serves a broad client base, including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and employs proprietary screening processes and various portfolio options tailored to client needs.

Matthew Hellebusch is a financial advisor at Portfolio Medics, LLC with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at firms such as Fidelity Federal Planning Corp and New York Life Insurance Co. In addition to his advisory work, he is an independent insurance agent and benefits advisor through his firm, Hellebusch Financial Solutions, LLC, providing insurance services including annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm offers customized portfolio management using diversified mutual funds, ETFs, individual stocks, bonds, and access to independent managers, employing a mix of fundamental, technical, and cyclical analysis.

Eric Long is a CFP® with 21 years of industry experience, currently serving at Independence Square Holdings, LLC since 2019. He previously worked at Private Advisor Group, LLC and LPL Financial, LLC. Independence Square Holdings, LLC is a multi-team firm with 37 advisors that provides investment advisory services through independent and hybrid structures.

Nicholas Willson is a financial advisor at Mission Wealth Management, LP with one year of industry experience. He holds a Series 65 designation and previously worked at Sequoia Financial Group, RKL, and the Opake Institute. Mission Wealth Management is an SEC-registered multi-team advisory firm managing approximately $17 billion and serving high-net-worth individuals, families, and institutional clients. The firm offers wealth management, financial planning, and institutional retirement plan services through a tiered, customized approach and emphasizes long-term investment strategies with a range of asset types.