George Lex is a financial advisor at Quartz Partners Investment Management with 29 years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes roles at Etico Partners, LLC, Etico Wealth Management LLC, and Dinosaur Securities. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries by providing model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm combines top-down macro analysis with bottom-up stock selection and monitors portfolios via 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.

Gregory Horn is a financial advisor at Summit Financial, LLC with 27 years of industry experience. He has held positions at Persimmon Capital Management, LP, Alphahedge Capital Partners, LLC, and Dakota Wealth, LLC. Mr. Horn is in the process of transitioning his book of business from Dakota Wealth to Persimmon Capital Management. Summit Financial, LLC is a multi-team advisory firm with over 200 advisors and nearly $26.4 billion in assets under management. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultant approaches tailored to client needs.

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.

Matthew Creciun is a CFP® professional with two years of experience, currently serving as an advisor at Bison Wealth, LLC. Prior to joining Bison Wealth, he spent eight years at Key Bank. He is also an independent licensed insurance agent specializing in life and health insurance. Bison Wealth, LLC serves a diverse clientele including high-net-worth individuals, family offices, and retirement plans, offering discretionary and non-discretionary portfolio management along with a turnkey asset management platform for unaffiliated advisers. The firm employs outcome-focused model portfolios that incorporate both tactical and strategic allocations across liquid and private-market investments, including alternative strategies and option-based overlays.

Clarence Krepps Jr. is a financial advisor at Geneos Wealth Management, Inc. with 43 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Geneos Wealth Management since 2004. He previously worked at Financial Strategies Advisory and currently serves on the boards of Gemma Services and the Gemma Foundation. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, using a range of analytic approaches and investment strategies tailored to client needs.

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 the Series 63 and Series 65 designations and previously worked for Credit Suisse Securities (USA) LLC for 15 years and Scire Capital Partners, LLC for 7 years. 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 through a network of approximately 190 advisors, employing a mix of in-house strategies and third-party managers across various platforms.

Christine Mcewan is a financial advisor at Independence Square Holdings, LLC with 12 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Truist Investment Services, Suntrust Advisory Services, Sun Trust Investment Services, and BB&T Securities. Independence Square Holdings, LLC offers investment advisory, financial planning, pension consulting, and portfolio management services to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm utilizes a mix of fundamental, quantitative, technical, and modern portfolio theory approaches to create customized or model-based portfolios and combines in-house portfolio management with third-party managers and algorithmic guided wealth portfolios.

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.

James Krause is a financial advisor with Wealthcare Advisory Partners LLC in West Chester, PA, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at LPL Financial and Hornor Townsend & Kent, Inc. He provides investment advisory services through Wealthcare Advisory Partners LLC, an independent registered investment advisor. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets with a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a goals-based planning process supported by proprietary software and integrates quantitative measures with fundamental and technical analysis to construct long-term portfolios.

Stephen Peters is a financial advisor at IPI Wealth Management, Inc. with one year of industry experience. He holds a Series 66 designation and has additional professional roles as a partner and tax accountant at Advantage Tax Prep & Services and as an insurance agent and controller at Advantage Insurance Group, both of which he has been involved with for over a decade. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm employs an open-architecture investment platform with proprietary risk-based models and offers a range of portfolio management, financial planning, and retirement plan services.

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.