Christopher Morello is a CFP®, ChFC®, and Series 65-licensed financial advisor with 17 years of industry experience. He has been with MyCIO WEALTH PARTNERS, LLC since 2006. MyCIO Wealth Partners provides investment advisory and related planning services 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, and institutional Chief Investment Officer services, focusing primarily on non-discretionary asset management and a diverse range of investment vehicles.

Valeri Boclair is a financial advisor at Bryn Mawr Trust Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group for 27 years. His recent roles include positions at Bryn Mawr Capital Management and Ascensus LLC. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other business entities. The firm offers customized investment strategies using a range of vehicles including independent managers, mutual funds, ETFs, and private fund platforms, and serves as a sub-adviser to WSFS Bank’s Wealth division and other financial entities.

William Mcgowan is a financial advisor at Modera Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Modera since 2022. Prior to his current role, he held various positions including multiple engagements with The Catholic University of America and roles at Skyline Tools LLC and Carmines Pizzeria. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios of mutual funds, ETFs, individual debt securities, and selected equities tailored to client objectives and risk tolerance.

George Harris III is a financial advisor with Sage Financial Group Inc. in West Conshohocken, PA, holding a Series 65 designation and 14 years of industry experience. He has worked at Sage Financial Group since 2012. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors, providing discretionary and non-discretionary investment management and financial planning. The firm offers family office services and is noted for its advisory role to affiliated private pooled real estate funds, employing a long-term, fundamental investment approach.

John Porrecca is a financial advisor with StoneX Advisors Inc. in Blue Bell, PA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has previously worked at Metlife Securities, Inc. for 13 years and has been with StoneX Advisors and related entities since 2017. Outside of his advisory role, he serves as secretary and board member of Aidan’s Heart Foundation, assisting with quarterly meetings and an annual 5K event. StoneX Advisors Inc. provides services to individuals, including high-net-worth clients, corporations, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, ERISA consulting, and annuity allocation through independent advisors and an in-house Private Client Group, utilizing various model-based solutions and third-party money managers.

Maureen Kozak is a Certified Financial Planner® with 33 years of industry experience. She has been with Nations Financial Group, Inc. since 2009. Outside of her advisory role, she is an owner of St Joseph Realty Partners, LLC, where she maintains books and records. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach utilizes proprietary model portfolios combined with outside manager options, tailored by its advisers to client objectives, risk tolerance, and liquidity needs.

Edward O'Donoghue III is a financial advisor at Capital Analysts with 22 years of industry experience. He holds the Series 66 designation and has been with Lincoln Investment Planning, Inc. for 14 years. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs, utilizing an in-house investment management team and proprietary screening processes.

John Steigerwald is a CFP® professional with 21 years of industry experience, currently serving as a client advisor at Legacy Advisors, LLC. He has worked at Legacy Advisors and M Holdings Securities, Inc. since 2012. Outside of his advisory roles, Steigerwald serves as treasurer for Saint Anthony Youth, a nonprofit organization. Legacy Advisors, LLC manages approximately $4.18 billion in client assets and provides portfolio management, financial planning, retirement plan consulting, and selection-of-other-advisor services. The firm serves pension and corporate retirement plans, charitable organizations, and individual investors, employing both discretionary and non-discretionary management with a combination of fund, fundamental, and technical analysis.

Michael McAdam is a financial advisor with McAdam LLC in Radnor, PA, holding a Series 66 designation and 24 years of industry experience. He has worked at McAdam LLC since 2014 and previously at Purshe Kaplan Sterling Investments. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides financial planning, investment management, and retirement-plan consulting through a multi-advisor platform, implementing portfolios with fundamental analysis and offering a range of investment strategies including alternative and specialized products.

Corey Fisher is a financial advisor at Pine Valley Investments with nine years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, Merrill Lynch, and Dunn Corporate Resources. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm uses fundamental, technical, and quantitative analysis in constructing client programs and manages both directly held accounts and pooled investment vehicles, including affiliated private funds.

Kerry Cahill is a financial advisor at Beacon Capital Management, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Spc and Midland National Life Insurance Company. Cahill also manages a rental property in Florida outside of his advisory work. Beacon Capital Management provides third-party model portfolio management and discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm utilizes mechanical, data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.

Thomas Foglia III is a financial advisor at JFS Wealth Advisors, LLC with 26 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Prior to joining JFS Wealth Advisors in 2021, he spent 14 years at Integer Wealth Advisors Group, LLC, and 15 years with TAF Associates, LLC/IWA Group, LLC. JFS Wealth Advisors is a multi-team registered investment adviser that provides wealth management, investment advisory, and financial planning services to individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal governments. The firm uses a client-specific Financial Goal Plan supported by an internal Investment Committee and employs Modern Portfolio Theory to guide portfolio allocations.

Andrew Damico is a CFA® charterholder with 13 years of industry experience. He is currently with Roffman Miller Associates Inc, where he has worked since 2022. His prior roles include positions at Wells Fargo Clearing Services and Hartford Funds Distributors. Roffman Miller Associates provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.9 billion across about 1,560 client relationships, using a committee-based investment process focused on long-term objectives, diversification, and fundamental research.

John Anderson is a CFP® professional at Diversified, LLC in Wayne, PA, with 32 years of industry experience. He previously worked for SEI Investments and its related entities for 27 years before joining Diversified. Diversified, LLC serves a wide range of clients including individuals, high-net-worth investors, retirement plans, and pooled investment vehicles. The firm employs a comprehensive financial planning process combined with tailored portfolio management, utilizing both third-party managers and automated platforms, and offers specialized bundled services such as estate and tax planning.

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.

Thomas Crossett is a financial advisor at Pine Valley Investments with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Univest Bank and Trust Co. for 21 years. Outside of his advisory role, he coaches soccer at Council Rock High School North. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm uses fundamental, technical, and quantitative analysis to construct client portfolios and manages both directly held accounts and pooled investment vehicles, including affiliated private funds.

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 McGuire is a financial advisor with Capital Analysts, holding Series 66 and Series 63 licenses, and has three years of industry experience. Her prior work includes roles at Lincoln Investment, Northwestern Mutual, and The Vanguard Group. The firm serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management through various programs and access to third-party managers.

Steven Jolley is a financial advisor with The Ascent Group, LLC, holding a Series 66 credential and 14 years of industry experience. He has worked at The Ascent Group since 2019 and is also employed by OSAIC and Triad Advisors. Outside of finance, Jolley serves as a radio color analyst for Red Bull New York and acts as a matchday evaluator for Major League Soccer, along with coaching youth soccer locally. The Ascent Group is a registered investment adviser managing approximately $4.93 billion, offering a range of services including investment management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, and corporate clients. The firm utilizes mutual funds, ETFs, individual securities, and model portfolios, delivering services through a network of advisor representatives and third-party managers.