Gregory Dupee is a financial advisor at Aegis Capital Corp. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Janney Montgomery Scott for ten years. Outside of his advisory role, he serves as Secretary of the Board for the Camp Fire Conservation Fund, a nonprofit organization focused on conservation issues. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options across multiple managed account programs and supports trade execution, clearing, custody, and reporting services.

Rebecca Iacopelli is a CFP® certificant with eight years of industry experience. She currently works at Wescott Financial Advisory Group LLC, where she has been employed since 2021. Her prior experience includes roles at H&H Retirement Design and Management, Inc., myFinancialAnswers, Facet Wealth, and Main Street Financial Life Advisors. Wescott Financial Advisory Group serves individual clients, family offices, charitable organizations, and retirement plans, providing wealth management, financial planning, family office solutions, trust services, and pension consulting. The firm employs an open-architecture, multi-manager investment approach that combines passive and active strategies with fundamental analysis and emphasizes tax-sensitive portfolio construction.

Steven Harrigan is a financial advisor at Regal Investment Advisors LLC with six years of industry experience. He holds a Series 65 designation and has worked at Regal since 2019. Harrigan also serves as an insurance agent with American Senior Advisors, a role he has held since 2009. Regal Investment Advisors, operating as LionShare, provides discretionary investment management services through independent advisers to a diverse client base including individual, charitable, and corporate clients. The firm offers proprietary and third-party model portfolios with discretionary implementation and rebalancing.

Bryan Cogliano is a CFP® professional with 24 years of industry experience, currently serving at Arkadios Wealth Advisors since 2021. He previously worked at Lincoln Financial Advisors for seven years. Outside of his advisory role, he is involved in offering various insurance products and life settlements and is the sole owner of insurance-related entities managing health and life insurance commissions. Arkadios Wealth Advisors is a multi-team, SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers a range of portfolio management and consulting services, utilizing a customized investment approach that combines fundamental, technical, and cyclical analysis.

Andrew Omalley is a CFP® professional affiliated with Independence Square Holdings, LLC, with 28 years of industry experience. His prior roles include positions at PNC Investments LLC and Morgan Stanley. He serves as a trustee and co-trustee of a family trust established in 1917. Independence Square Holdings, LLC provides investment advisory, financial planning, pension consulting, and portfolio management services to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm employs a variety of investment strategies, combining in-house management with third-party options and emphasizes digital platform accessibility for clients.

Blaise Milanek is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2021. Prior to his advisory career, he was employed at Lehigh University and Conestoga High School. Milanek also provides investment advisory services through Independence Square Holdings LLC, an independent investment advisor firm he started in 2022. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a wide range of investment options, combining large-scale advisory operations with various non-advisory product offerings.

Joseph Tigani is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has been with the firm since 2026 and has prior experience at Secure Money Wealth and DataAnnotation, as well as roles in academia at Rutgers University and Columbia University. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios with an asymmetric rebalancing approach, and utilizes third-party sub-advisers and custodians.

Daniel Brady is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC. He previously worked at Planning Capital Management for 12 years. In addition to his advisory role, Brady is a Certified Public Accountant and serves as an executive of the Philadelphia Financial Planning Association. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management and financial planning services.

Michelle Siano is a financial advisor at Founders Financial Securities LLC with 11 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and previously worked at Ellis Investment Partners, LLC for nine years. In addition to her role at Founders Financial Securities, she is involved with Guided Wealth Management LLC, focusing on investment advisory and the sales and service of investment and insurance products. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and utilizes various investment programs including the Independence Advisory platform and Freedom Capital Management Strategies.

Eric Brown is a CFA® charterholder with 22 years of industry experience. He has been with Copeland Capital Management, LLC since 2005. 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 and profit-sharing 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 various market-cap strategies and fixed-income/balanced portfolios.

Daniel Shevlin is a CFP® professional with over 33 years of industry experience. He is currently with Wealthcare Advisory Partners LLC, where he has worked since 2017, and has prior experience at Private Advisor Group, LLC and LPL Financial. Outside of his advisory work, he is a musician who performs with the Crooked Rose Band. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, retirement plan advisory, and access to alternative investments through a goals-based, evidence-driven investment process.

Jonathan Bernstein is a CFP®, CFA®, and holds a Series 66 license with 10 years of industry experience. He is currently with CGN Advisors, LLC and Bernstein Planning and Investment Management, having previously worked at Robert W. Baird & Co. Incorporated and Hefren-Tillotson. Bernstein is also an author and serves on the finance and investment committees of the Kohelet School and the Joseph Slifka Center for Jewish Life at Yale. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and tax-aware investment vehicles, frequently engaging institutional third-party managers and conducting ongoing portfolio reviews.

Leslie Young is a financial advisor at Modera Wealth Management, LLC with 17 years of industry experience. She holds the ChFC® designation and the Series 66 license. Prior to joining Modera Wealth Management, she worked at Independence Advisors for five years. 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, utilizing diversified portfolios supplemented by independent managers, private placements, and optional ESG integration.

Dominick Ammirato is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Wealthcare Advisory Partners LLC. His prior experience includes roles at Brinker Capital, Orion Portfolio Solutions, and Morgan Stanley Smith Barney. He is a member of the Wilkes University Alumni Board and serves on the executive committee of the Greater West Chester Chamber of Commerce’s Next Gen group. 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 using patented Wealthcare software and a behavioral economics framework, combining both passive and active investment strategies alongside dynamic rebalancing.

Evan Young is a Series 65-licensed financial advisor at Great Valley Advisor Group, LLC with one year of industry experience. Prior to joining Great Valley Advisor Group, he held positions at McLanahans Market and SEI, and he has a background that includes five years at PSU and experience in education roles from 2015 to 2021. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers a range of investment management and financial planning services, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party platforms.

Daniel Harnish is a CFA® charterholder with 12 years at Miller Investment Management, LP and 6 years of industry experience. He serves as a general partner and director of PNB, LLC, a banking consulting business, and is also a director at Jake’s SB Holding Company, LLC, a fast casual restaurant venture. Miller Investment Management provides advisory and supervisory services to individuals, pension plans, foundations, and private pooled vehicles. The firm employs a combination of fundamental and technical analysis through internal committees, manages both discretionary and non-discretionary assets, and sponsors multiple private funds investing across public securities, private equity, and real estate.

Peter May is a CFP® professional with 10 years of industry experience. He is currently with AlphaStar Capital Management, where he has worked since 2018, following a prior role at Belpointe Asset Management. In addition to his advisory role, he operates a part-time insurance and financial planning business and facilitates client referrals to 1031 Sherpa, LLC. AlphaStar Capital Management serves individual, corporate, and retirement plan clients by providing discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through proprietary model portfolios and third-party technology, managing approximately $2.5 billion in assets across over 8,400 client relationships.

Scott Inglis is a CFA® charterholder with 18 years of industry experience. He is currently with Carnegie Investment Counsel, where he has worked since 2014. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a wide range of clients, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a multifaceted investment approach incorporating fundamental, technical, cyclical, and ESG analysis and offers both discretionary and non-discretionary portfolio management.

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.