Danielle Kaye Margulis

Financial Architects, Inc., dba Meyer Capital Group (MCG), is an independent, SEC-registered investment advisor headquartered in Marlton, New Jersey. Founded in 1988, the firm was acquired in 2023 by HighTower Advisors LLC, a subsidiary of Hightower Holding LLC. MCG provides discretionary and/or non-discretionary investment advisory services individuals, pension and profit-sharing plans, business entities, trusts and charitable organizations.

Pennsylvania Capital Management, Inc. (PCM) is an independent, SEC-registered investment advisor headquartered in Huntingdon Valley, Pennsylvania. The firm was founded in 1995 by Irvin G. Schorsch III. PCM provides investment advisory services to individuals, high-net worth individuals, pension and profit-sharing plans, corporations or other businesses, trust, estates and charitable organizations.

Pinnacle Financial Advisors LLC provides financial planning and wealth management services to families, professionals, executives, and business owners. The firm also offers investment management and financial life planning services. The company was founded by Harry Scheyer and Jeff Metz in 1991 and is headquartered in Marlton, NJ.