Kaley Ryan is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA, holding a Series 65 designation with two years of industry experience. Her prior roles include positions at Artcraft and Muhlenberg College. MyCIO Wealth Partners serves high-net-worth individuals, trusts, estates, pension plans, and charitable organizations, providing a range of advisory services including portfolio management, financial planning, and retirement consulting. The firm focuses primarily on non-discretionary portfolio recommendations and offers access to diverse investment vehicles, including alternative investments and affiliated private pooled funds.

Triinu Barclay is a financial advisor at Continuum Advisory, LLC with a Series 65 designation and no prior industry experience. Before joining Continuum, she worked at Rassler Financial and Berkshire Hathaway Fox & Roach among other roles. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management services to individuals—including high-net-worth clients—and institutional clients such as pension and profit-sharing plans. The firm uses a range of investment vehicles and offers integrated professional services through its multi-team structure.

Anthony Pena is a financial advisor at Belpointe Asset Management LLC with a Series 65 credential. He has professional experience spanning roles in real estate and faith-based community outreach prior to his current advisory position. Pena has worked as a real estate agent with Better Homes & Gardens Real Estate and participates in voting on resource distributions for missionaries through the Baptist Resource Network. Belpointe Asset Management serves a wide range of clients, including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and consulting services, utilizing customized portfolios and a mix of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

James White Jr. is a financial advisor at Elm Wealth with eight years of industry experience. He holds a Series 65 designation and has worked at Elm Partners Management LLC since 2017, following a nine-year tenure at PAC Partners. Elm Wealth manages approximately $3 billion in discretionary assets, providing advisory services across a range of clients including pooled investment vehicles, an exchange-traded fund, private and offshore funds, and high-net-worth individuals. The firm employs a rules-based, dynamic asset-allocation strategy utilizing low-cost mutual funds and ETFs and is notable for managing diverse vehicle types including ETFs, private funds, and bespoke managed accounts.

Kevin Cooke is a CFP® professional at Roffman Miller Associates Inc with 17 years of industry experience. He has been with Roffman Miller since 2014, previously working at Cooke Financial Planning and Veritat Advisors. Roffman Miller serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and corporations, generally working with accounts at or above a $1,000,000 minimum. The firm uses a team-oriented investment approach focused on long-term objectives, diversification, and fundamental security selection, supported by a formal Investment Committee.

Magdalena Dobrowolska is a financial advisor at Bryn Mawr Trust Advisors, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at Bryn Mawr Capital Management, WSFS, Wealth Enhancement Group, and CMG Capital Management Group. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, and corporations. The firm utilizes diversified portfolios with Independent Managers, mutual funds, ETFs, and private fund platforms, and offers both discretionary and non-discretionary portfolio management.

Thomas Keefer is a financial advisor at Bryn Mawr Trust Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at PNC Investments, Commonwealth Financial Network, WSFS Wealth Investments, and PayPal. Keefer also spends part of his time involved in fixed insurance sales conducted at his branch location. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser serving individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm offers discretionary investment management and financial planning, employing a proprietary multi-asset investment approach that integrates strategic asset allocation, tactical adjustments, and a mix of active and passive managers.

Mark Bradford is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Bryn Mawr Trust Advisors, LLC. His prior roles include positions at Bryn Mawr Trust and PNC Bank, where he held various investment-related responsibilities over an 18-year period. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser affiliated with WSFS Financial Corporation, providing discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, and institutional clients. The firm utilizes customized investment policy statements through its Proprietary Multi-Asset Solutions, combining strategic asset allocation with both active and passive management approaches.

Richard Volpe is a CFP® and ChFC® with 35 years of experience in financial advisory services. He has worked at Wescott Financial Advisory Group LLC since 2022 and previously spent 34 years at Asset Planning Services, Ltd. He serves as President and a board member of Anterian Holdings, Ltd., a holding company related to his former firm. Wescott Financial Advisory Group serves individual clients, family offices, charitable organizations, and retirement plans, offering wealth management, financial planning, and consulting services. The firm employs an open-architecture, multi-manager approach combining passive and active strategies, with an emphasis on tax-sensitive portfolio construction and client-specific investment policies.

Louis Petrillo is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Boenning & Scattergood and Regulus Financial Group. Regal Investment Advisors LLC (doing business as LionShare) provides discretionary investment management services to independent advisers and their clients, offering proprietary and third-party model portfolios across various asset classes with discretionary implementation and rebalancing.

Stephanie Wade is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes roles at Cambridge Investment Research, SagePoint Financial, Principal Life Insurance, and Financial Advisors of Delaware Valley. She is also an owner of a business entity, SCS Management Group, LLC. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, providing customized advice and a range of wrap and non-wrap investment solutions.

Kathleen Duffy is a financial advisor at Bryn Mawr Trust Advisors, LLC with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Private Bank and Veritable, L.P. There are no additional notable outside activities reported. 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 strategies using a range of vehicles including independent managers and private fund platforms, and it serves as a sub-adviser to WSFS Bank’s Wealth division and other advisers.

Thomas Watkins Jr. is an advisor at Capital Analysts with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment Planning, Inc. since 1982. Watkins serves on the Board of Trustees and the 403(b) Investment and Audit Committees at Spring Side Chestnut Hill Academy and participates on the John McKee Scholarship Committee. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm combines discretionary investment management by its in-house team with non-discretionary services via advisors and third-party managers using proprietary mutual-fund screening and tax-aware portfolio options.

Andrew Davis is a CFA® charterholder with six years of industry experience. He is currently with Bryn Mawr Trust Advisors, where he has worked since 2024. Prior to that, he was with West Capital Management and SEI Investments. 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 strategies using a variety of vehicles, including independent managers and ESG options, and serves as a sub-adviser to WSFS Bank’s Wealth division and other advisers.

Carl Price Jr. is a financial advisor at Integrity Advisory Solutions with four years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Integrity Advisory Solutions, he operated Price Wealth Coaching, LLC and has been an attorney specializing in estate planning and elder law through Price & Price, LLC since 2000. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors. The firm manages around $1.1 billion in client assets and offers services including portfolio management, financial planning, retirement plan consulting, and sub-advisory programs.

Scott Levin is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) with 20 years of experience in the financial services industry. He is currently with Wescott Financial Advisory Group LLC, where he has worked since 2021. His prior roles include positions at Asset Planning Services, Allstate Insurance Company, and PNC Wealth Management, among others. 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 retirement plan consulting. The firm employs an open-architecture, multi-manager investment approach blending passive and active strategies, with a focus on tax-sensitive portfolio construction and documented client objectives.

Jasmine Yu is a CFA® charterholder with 8 years of industry experience. She is currently with Bryn Mawr Trust Advisors, LLC and previously worked at MBSC Securities Corporation and Bank of New York Mellon. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation that provides discretionary investment management and fiduciary services to a broad range of clients, including high-net-worth individuals, trusts, and institutions. The firm employs a proprietary multi-asset investment approach combining active and passive strategies, strategic allocation, and tactical adjustments.

Lucinda Peterson is a CFP® professional with 17 years of industry experience. She is currently with Bryn Mawr Trust Advisors, LLC and has previously worked at Lau Associates LLC, Bryn Mawr Trust Company, and WSFS. 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 solutions using a variety 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 registered advisers.

Brandon Labbe is a Series 65-licensed financial advisor at Elm Wealth with two years of industry experience. Before joining Elm Partners Management LLC in 2023, he held roles in accounting and various other sectors, including positions at PGM Accounting and The Philadelphia Orchestra. Elm Wealth manages over $3 billion in discretionary assets across a variety of investment vehicles, including an exchange-traded fund, private funds, and separately managed accounts. The firm employs a rules-based, dynamic asset allocation strategy that incorporates valuation and momentum signals to adjust portfolios on a regular basis.

Erik O'Neal is a CFP® with 13 years of industry experience and currently serves as an advisor at Bryn Mawr Trust Advisors, LLC. He previously worked at West Capital Management, Inc. for nine years and is the owner of O'Neal Consulting Group, LLC, a former financial services consultancy. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, endowments, foundations, corporations, and other entities. The firm offers customized investment policy statements and diversified portfolios using a variety of investment vehicles, including ESG strategies through third-party providers, and maintains co-advisory relationships with WSFS Bank and other trust companies.