Paul Mcclatchy Jr. is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Bryn Mawr Trust Advisors, LLC. His prior roles include five years at Planning Capital Management and five years at Sterling Investment Advisors Ltd. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other entities. The firm offers customized investment policies and diversified portfolios through a range of investment vehicles, including ESG strategies, and maintains affiliations with WSFS Bank and other trust companies.

Morris Kaufman is a financial advisor at IP Financial Advisory Services LLC with 29 years of industry experience. He has held positions at firms including MerCap Securities, MerCap Advisors, and H. Beck, Inc. Outside of his advisory role, he serves on the Board of Directors for the Rotary Club of Media and provides life coaching as a sole proprietor. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, and consulting services. The firm focuses on non-high-net-worth investors and retirement plan participants, employing a range of analytical approaches and providing access to third-party managers.

Zachary Knable is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 66 designations and 15 years of industry experience. His previous roles include positions at Wells Fargo Clearing and Wells Fargo Bank NA. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and state or municipal clients. The firm offers financial planning and investment management services that combine internal portfolio strategies with third-party managers and alternative investments across various asset classes.

Marco Ginefra is a financial advisor at CreativeOne Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at CreativeOne Wealth (formerly Change Path, LLC) since 2018. Prior to that, he was with Gradient Advisors, LLC from 2015 to 2018. In addition to his advisory role, he is an insurance agent associated with My Life Broker. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and other RIA clients. The firm employs a blend of proprietary ETF-based models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

John Taylor is a ChFC® credentialed financial advisor with 37 years of industry experience, currently advising clients at Perigon Wealth Management, LLC. His prior experience includes roles at Greenville Financial Group, Sagepoint Financial, First Allied Advisory Services, and American General Securities. He holds a minority ownership interest in Deer Park Picnic, LLC. Perigon Wealth Management provides customized wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking institutions. The firm emphasizes individualized portfolio construction with regular reviews and serves a notable client segment of banking and thrift institutions while overseeing wrap and sub-advisor program arrangements.

Brian Wolfer is a CFP® certificant with 16 years of industry experience, currently serving as a financial advisor at CoreCap Advisors. His prior experience includes a 20-year tenure at Vanguard and roles at Black Diamond Financial Solutions and Dan White & Associates. Outside of his advisory work, he is an independent insurance agent involved in insurance and annuity sales. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, using a range of investment vehicles and utilizing sub-advisors and third-party asset managers.

Alison Slezak is a financial advisor at CoreCap Advisors with seven years of industry experience. She holds a Series 65 designation and has worked at CoreCap Advisors since 2019, alongside a role at Daniel A. White & Associates where she serves as Director of Marketing and Operations. Her responsibilities at Daniel A. White & Associates include client service meetings related to annuities. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a generally long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income.

Paul Jervey is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His work history includes roles at Jervey Genesis Solutions, Genesis Wealth Management Solutions, Diamond State Financial Group, Minnesota Life, and Securian Financial Services Inc. Paul is based in Wilmington, Delaware. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and ongoing oversight, utilizing both in-house strategies and third-party managers across various platforms.

Katelyn Erchick is a Series 65-licensed financial advisor at Simplicity Wealth with three years of industry experience. She previously worked at Brookstone Wealth Advisors and Professional Planning Services. Outside of advising, she engages in small business activities including assisting business owners with ERC applications and creating designs sold on Etsy. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers multiple advisory and operational services including a managed account platform for other advisers.

Joshua Coupe is a financial advisor with Kingsview Wealth Management, LLC in Wilmington, DE. He holds Series 63 and Series 66 licenses and has 18 years of experience in the industry. His prior experience includes a decade at Edward Jones before joining Kingsview Asset Management in 2018. Kingsview Wealth Management is a multi-advisor SEC-registered firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning, wealth management, and asset management services, combining in-house strategies with third-party managers and alternative investments.

Wayman Randolph is a financial advisor at Realta Investment Advisors, Inc., holding Series 65 and Series 63 licenses with no prior industry experience before joining Realta in 2026. He also has over two decades of experience with XGroup Retirement starting in 2000. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning through a network of financial advisors. The firm serves individuals, pension and profit-sharing plans, and institutional clients, implementing investment strategies through asset allocation across various asset classes and offering retirement-plan consulting and estate planning.

Steven Cacciutti is a financial advisor with Consolidated Portfolio Review Corp, holding a Series 66 designation and 13 years of industry experience. His career includes roles at WSFS Wealth Investments, Commonwealth Financial Network, and Ameriprise Financial Services. Consolidated Portfolio Review serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, financial planning, and a range of investment approaches implemented by independent advisors using strategic asset allocation and fundamental and technical analysis.

Joel Morris is a CFP® professional with 18 years of industry experience. He is currently with Bryn Mawr Trust Advisors, LLC and has previously worked at Lau Associates 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 utilizes diversified portfolios through independent managers, mutual funds, ETFs, and third-party private fund platforms, and offers ESG strategies and retirement plan fiduciary services.

Thomas Ambrose is a financial advisor with Van Clemens Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at several firms, including Ambrose Wealth Management, Cambridge Investment Research Advisors, and Ameriprise. Outside of advisory services, Ambrose is also an independent insurance agent and engages in business consulting and development. Van Clemens Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm delivers customized portfolio management and comprehensive planning, utilizing both discretionary and non-discretionary approaches with a focus on clients’ objectives, risk tolerance, and time horizon.

Christopher Williams is a CFP® with seven years of industry experience. He is currently with Bryn Mawr Trust Advisors, LLC and has previously worked at Bryn Mawr Capital Management, Affinity Wealth Management LLC, and Wilmington Trust. Bryn Mawr Trust Advisors, LLC is an SEC-registered adviser and a subsidiary of WSFS Financial Corporation that provides discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm uses a combination of strategic asset allocation, tactical adjustments, and a blend of active and passive management across various investment vehicles.

Vincent Crognale is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Janney Montgomery Scott since 2014. Outside of his advisory role, he serves as treasurer for Trident Investment Partners and is a partner involved in financial reviews. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services through multiple portfolio management programs.

Denise Schatz is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and three years of industry experience. Her prior work includes roles at Independence Wealth Services, Aunt Mamie's Italian Specialties, and Denise LaRue Coaching. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody services.

Elvis Phillips is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 credentials and 15 years of industry experience. His previous roles include positions at Citizens Bank, Morgan Stanley, Bank of America, and Merrill. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and external strategists, model portfolios, and technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Thomas Kinslow is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including long-term roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He is also co-owner of Delian Capital, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a wide range of adviser support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Mikayla Lewis is a financial advisor at Janney Montgomery Scott with a Series 66 designation and over four years of professional experience across healthcare, corporate services, and financial sectors. She has been with Janney Montgomery Scott since 2024. Janney Montgomery Scott LLC is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.