Zackary Dempster is a financial advisor with Bryn Mawr Trust Advisors, LLC in Philadelphia, PA. He holds a Series 65 credential and has been with the firm and its affiliate WSFS Bank since 2023. Prior to his current role, he owned and operated First State Power Wash from 2020 to 2022. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser that provides discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm manages approximately $3.51 billion in regulatory assets and employs a multi-asset investment strategy combining strategic and tactical approaches with active and passive managers.

Conor Mc Kenna is a financial advisor at BCG Securities, Inc. with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining BCG Securities, he worked at ADP for six years and at Lehigh Valley Health Network for two years. BCG Securities serves institutional retirement plans and individual clients, generally those with accounts above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm employs a non-discretionary approach, uses independent third-party managers, and integrates multiple investment analyses across various strategies.

Paul Fontanes Jr. is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA. He holds a Series 65 designation and has been with MyCIO Wealth Partners since 2023. Prior to his advisory role, he worked with the U.S. Department of Navy and has a background that includes education roles at Pennsylvania State University and PA Leadership Charter School. 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 private pooled funds and hedge funds, serving clients with substantial investible assets.

Daniel Lugo Villegas is a financial advisor with MyCIO Wealth Partners, LLC in Philadelphia, PA, holding a Series 65 designation and two years of industry experience. His prior roles include positions at KPMG, LLP and BLBB Advisors, LLC. Outside of finance, he has been involved with Brandon's Candles and has academic connections to Temple University. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm focuses on non-discretionary portfolio management and financial planning, with portfolios implemented across a range of investment vehicles including mutual funds, private funds, and alternative investments.

Stephen Rennard is a CFP® and holds a Series 65 license with 17 years of industry experience. He has been with MyCIO Wealth Partners, LLC since 2008. The firm provides investment advisory and related planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. MyCIO Wealth Partners offers a range of portfolio management, financial planning, and CIO services, with a focus on non-discretionary asset allocation and advising multiple affiliated private pooled investment vehicles.

Lori Hartman is a financial advisor at Roffman Miller Associates Inc with 21 years of industry experience. She holds a Series 65 designation and has been with Roffman Miller Associates since 2002. Roffman Miller Associates serves individual and high-net-worth clients as well as retirement plans, trusts, estates, charitable organizations, and corporations, generally managing accounts with a $1,000,000 minimum. The firm uses a team-oriented investment approach emphasizing long-term objectives, diversification, and fundamental security selection, supported by a formal Investment Committee.

Nicholas Daniels is a financial advisor with Advisory Services Network, holding a Series 65 designation and one year of industry experience. He has worked at several firms, including Gold Gerstein Group CPA LLC and Richard Hatch CPA. Outside of advisory work, he is an enrolled agent providing tax preparation services through Apex Tax Advisors LLC. Advisory Services Network serves individuals, families, corporations, and charitable organizations by offering portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection through a network of independent advisers. The firm manages approximately $8.6 billion in client assets and provides tailored investment strategies across various asset classes using both discretionary and non-discretionary approaches.

Christopher Freddo is a financial advisor at Bryn Mawr Trust Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including PNC Financial Services Group and Truist Investment Services. He serves on the board and investment committee of the Comprehensive Learning Center LLC, a school specializing in education and life skills for individuals with autism. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser that provides discretionary investment management, financial planning, and retirement-plan fiduciary services to a diverse client base, including individuals, trusts, foundations, and institutional clients. The firm employs a multi-asset investment approach combining proprietary strategies, independent managers, and both active and passive management.

Charles Johnston is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Wescott Financial Advisory Group LLC. His prior experience includes roles at Vanguard Advisers, New York Life Insurance, and NYLIFE Securities LLC. Johnston serves on the board of the Ardmore Business Association, where he is involved in hosting community events and promoting local businesses. Wescott Financial Advisory Group serves individual clients, family offices, charitable organizations, and retirement plans, offering a range of wealth management and consulting services. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies, with a focus on tax-sensitive portfolio construction.

Nolan Lenaghan is a Series 65-licensed financial advisor at Elm Wealth with one year of industry experience. His prior roles include positions at DaFonte Pro Training, Ossining, Oppenheimer and Co., and DeCicco and Sons. He attended Lafayette College and Cornell University from 2020 to 2024. Elm Wealth manages over $3 billion in discretionary assets and serves a diverse client base, including individual investors, pooled investment vehicles, private offshore funds, and an exchange-traded fund. The firm employs a rules-based, dynamic asset-allocation strategy utilizing low-cost mutual funds and ETFs, offering a range of investment vehicles and personalized planning services.

Michael Fothergill is a financial advisor at Elm Wealth with six years of industry experience. He holds a Series 65 designation and has worked at Elm Partners Management, LLC since 2019, following two years at SS&C Eze. Prior to his advisory career, he was affiliated with Connecticut College for four years. Elm Wealth manages approximately $3.02 billion in discretionary assets and serves a diverse client base including pooled investment vehicles, an exchange-traded fund, private and offshore funds, as well as individual and high-net-worth investors. The firm uses a rules-based, dynamic asset-allocation process across various investment vehicles and offers portfolio management alongside planning services.

David Navarro is a CFA® charterholder with 22 years of industry experience. He is currently with Bryn Mawr Trust Advisors, LLC, where he has worked since 2024. Prior to this, he held roles at West Capital Management, HD Vest, and other financial services firms. 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 solutions 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 advisers.

Eric Rodriguez is a financial advisor with Core Planning in Cherry Hill, NJ. He holds Series 65 and Series 63 licenses and has been with Core Planning since 2025. Prior to joining Core Planning, he worked at Magellan Federal, Tapfin/EY, WFG Insurance Agency, and Xpress Recon LLC. He is also a licensed insurance agent with WFG Insurance Agency, assisting individuals with insurance purchases on a part-time basis. Core Planning provides fee-only financial planning, wealth management, and portfolio management services primarily for individual and high-net-worth clients, as well as ERISA 3(21) retirement-plan advisory services. The firm tailors investment strategies based on client objectives and risk tolerance, utilizing third-party model portfolios and automated rebalancing tools.

Paulette Greenwell is a CFA® charterholder with 29 years of industry experience, serving as an advisor at Roffman Miller Associates Inc since 1995. She holds the Series 65 license and is based in Philadelphia, PA. 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 $1,000,000. The firm employs a team-oriented investment approach focused on long-term objectives, diversification, and fundamental security selection through a formal Investment Committee overseeing discretionary portfolio management and financial planning services.

Andrew Marcantonio Fields is a CFP® with nine years of industry experience, currently serving as a financial advisor at Plancorp, LLC. Prior to joining Plancorp in 2026, he worked at The Vanguard Group, Inc. for nine years. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, financial planning, and investment management services. The firm’s investment approach is based on Modern Portfolio Theory, utilizes documented Investment Policy Statements, and includes discretionary and non-discretionary management, with additional services such as tax preparation and cash management options.

Michael Paregian is a CFP® with 24 years of industry experience, currently serving at Bryn Mawr Trust Advisors, LLC since 2023. His prior roles include positions at Bryn Mawr Trust, Lau Associates LLC, and The Vanguard Group Inc. in Wilmington, DE. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management to a range of clients including individuals, trusts, retirement plans, and foundations. The firm offers customized investment strategies using independent managers, mutual funds, ETFs, and private fund platforms, and maintains co-advisory relationships with WSFS Bank and other institutions.

David Lees is a CFA® charterholder with 28 years of industry experience, currently serving at MyCIO Wealth Partners, LLC since 2005. He also serves as a director on the board of Bryn Mawr Bank and Trust Company, participating in its compensation, executive, and wealth committees. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, and institutional clients, focusing on non-discretionary portfolio management and offering access to a range of investment vehicles including private funds and alternative investments.

Caroline Lee is a financial advisor at Bryn Mawr Trust Advisors, LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at Bryn Mawr Capital Management, WorkPlay Ventures, Elyxium, Wetherby Asset Management, and BNY Mellon Wealth Management. She is also a member of a family-related estate planning LLC, though she does not receive compensation or dedicate work hours to this activity. 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 policy statements and diversified portfolios through various investment vehicles, including ESG strategies, and serves as a sub-adviser to WSFS Bank’s Wealth division and other advisory firms.

Jay Falini is a financial advisor with Zacks Investment Management, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Since 2008, he has worked concurrently at Zacks Investment Management and LBMZ Securities, Inc. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm combines quantitative and qualitative analysis using proprietary models across a range of strategies and serves both as a direct manager and a provider of indices, model portfolios, and private alternative funds through multiple distribution channels.

Hal Michels is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with Prosperity - An EisnerAmper Company and has held roles at various firms including Dai Securities, Apw Inc, and EisnerAmper Wealth Management. Outside of advisory work, he is a partner involved in tax preparation and CPA services within his firm. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, retirement-plan advisory, and consulting services. The firm emphasizes asset allocation and diversification, offering both discretionary and non-discretionary management, and manages approximately $5 billion in client assets through a multi-team approach.