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.

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® with 30 years of experience in the financial industry. He is currently with Independence Square Holdings, LLC, where he has worked since 2019, and previously worked at Private Advisor Group, LLC and LPL Financial, LLC. Outside of his advisory role, he teaches in Chestertown, MD. Independence Square Holdings serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, pension consulting, and participant-level ERISA advisory services. The firm employs a multi-team approach and integrates customized portfolios, model portfolios, and third-party solutions, including digital tools and alternative investments, to implement client strategies.

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 with 56 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Pinnacle Investments in 2022, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2014 to 2022. Pinnacle Investments is a multi-team SEC-registered investment adviser managing approximately $1.06 billion in assets and serving nearly 2,000 clients, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutions. The firm offers a range of advisory services and employs both fundamental and technical analysis in portfolio management.

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.

Brian Platt is a CFP® with 36 years of experience in the financial services industry. He currently works at Independence Square Holdings, LLC and has held prior roles at firms including Private Advisor Group, The Philadelphia Group, LPL Financial, Cetera Wealth Services, Principal Financial Services, and 1717 Capital Management Company. His other business activities include selling and servicing fixed life, health, disability, and long-term care insurance, as well as fixed annuities. Independence Square Holdings (doing business as Independence Square Advisors) serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, and pension consulting. The firm operates as a multi-team adviser, combining customized and model portfolios, third-party solutions, and digital platform services to implement client strategies.

Andrew Quintois is a financial advisor with Summit Wealth Group, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining Summit in 2026, he worked at SEI Investments Management Corp. and SEI Investments Distribution Co. for seven years, among other roles. Outside of his advisory work, Quintois coaches and referees for USA Hockey. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes portfolio allocations based on clients’ financial profiles and employs a range of analytical strategies, often utilizing third-party money managers and ongoing account monitoring.

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 with 28 years of experience in the financial services industry. He currently serves as an advisor at Independence Square Holdings, LLC and LPL Financial LLC, a position he has held since 2020. His prior experience includes roles at PNC Investments LLC and Morgan Stanley. Omalley acts as a trustee and co-trustee for a family trust, the Sidney Tyler Trust, which has been in existence since 1917. Independence Square Holdings operates as a multi-team advisory firm with approximately 40 advisors, serving individuals, high-net-worth clients, retirement plans, and institutional clients. The firm offers financial planning, portfolio management, and ERISA advisory services, utilizing a blend of customized and model portfolios along with third-party solutions and digital platforms.

Blaise Milanek is a financial advisor with Independence Square Holdings, LLC, holding a Series 66 designation and four years of industry experience. Prior to joining the firm, he spent four years in academic roles at Lehigh University and Conestoga High School. Independence Square Holdings, doing business as Independence Square Advisors, serves individuals including high-net-worth clients, retirement plans, and institutional clients through financial planning, portfolio management, and ERISA advisory services. The firm employs a multi-team approach with approximately 40 advisors, utilizing customized portfolios, model portfolios, and third-party managers, alongside digital platforms and access to alternative investment products.

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.