Jason Delcollo is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and six years of industry experience. His prior work includes roles at LPL Financial, Hornor Townsend & Kent LLC, and Penn Mutual Life Insurance Company. He also works as a physician with AFC Urgent Care in Aston. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a blend of in-house strategies and third-party managers to tailor portfolios to client objectives.

James Vanderwaal is a CFP® professional with 44 years of experience in the financial services industry. He has been with Kovack Advisors, Inc. since 2015 and has prior experience at Kovack Securities Inc. and Lyons Insurance Agency, Inc. Outside of his advisory role, he is involved with HOPE IN A BOTTLE, a health and wellness venture. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, employing a diversified investment approach primarily through mutual funds and ETFs.

Douglas Waltz is a financial advisor with Founders Financial Securities LLC who holds a Series 66 designation and has three years of industry experience. Prior to his current role, he worked for Liberty Mutual Insurance Company for 35 years. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, access to third-party asset managers, financial planning, retirement consulting, and brokerage and insurance services, with investment approaches implemented through various firm programs and non-traditional delivery methods.

David Schaen is a financial advisor with Northwest Asset Management, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Bank of America and Merrill, as well as a long tenure at Marvin & Palmer Associates, Inc. Outside of his advisory work, he serves as Vice President of the Greenville Country Club board, a volunteer role focused on guiding club policy. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a fiduciary approach centered on Modern Portfolio Theory, strategic asset allocation, and diversified portfolio construction, while also providing a range of financial planning and consulting services.

Thomas Shultz is a financial advisor with Realta Investment Advisors, Inc. in Wilmington, DE, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Realta Equities, Titan Securities, Coastal Investment Advisors, and ProEquities. Outside of his advisory work, he is involved in multiple entrepreneurial ventures, including managing partner roles at Lyfebeast, LLC and AZMedicare101, where he hosts educational workshops on Medicare. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and implements diversified strategies across various asset classes, utilizing in-house and third-party management platforms.

William Bradley III is a ChFC® credentialed financial advisor with 45 years of industry experience. He is currently with Wealthcare Advisory Partners LLC and has previously worked at Financial Advisors of Delaware Valley and Principal Life Insurance Co. He is also active as an insurance agent, providing consulting, sales, and service in fixed life and annuities, long-term care, disability, group, and health insurance. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, offering wealth management, investment management, financial planning, and access to alternative and private placement investments through a goals-based, client-centered planning process supported by proprietary technology.

Eric Lanshe is a CFA® charterholder with 26 years of industry experience. He is currently with CW Advisors, LLC and has previous experience at APW Capital, Inc. and Cms Wealth Management. CW Advisors serves a diverse client base, including high-net-worth families, trusts, charitable organizations, and business entities, offering wealth management, financial planning, and family office services. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and supports other advisers through sub-advisory and operational outsourcing programs.

Michael D'avella is a financial advisor at Tucker Asset Management LLC with 21 years of industry experience. He holds a Series 63 designation and has been with Tucker Asset Management since 2015. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, retirement plan advisory, and consulting services. The firm employs a top-down, macroeconomic asset-allocation process and integrates a range of strategies including growth, fixed income, direct indexing, and alternative investments.

Charles Sobel is a financial advisor at Realta Investment Advisors, Inc with 15 years of industry experience. He holds the Series 66 designation and has been associated with Realta Equities, Inc. and Realta Investment Advisors, Inc. since 2009. Outside of his advisory role, Sobel teaches Sunday school at Beth Emeth. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm employs an individualized approach to portfolio management and offers a range of strategies including asset allocation across various investment types, retirement-plan consulting, and estate planning.

Aileen De Froda is a financial advisor at Ashton Thomas Securities, LLC, with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Realta Investment Advisors, Inc., Realta Equities, Inc., and Capital One Investing LLC. Ashton Thomas Securities is a registered investment adviser and broker-dealer that serves individuals, business entities, trusts, estates, and charitable organizations. The firm offers a variety of investment management and retirement plan consulting services through multiple program structures and integrated broker-dealer functions.

James Pelletier is a financial advisor at Wedmont Private Capital with 12 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2016 to 2019 before joining Wedmont in 2019. Wedmont Private Capital provides financial planning and discretionary investment management to individuals, charities, corporations, and employee benefit plans. The firm uses a fixed advisory fee for integrated planning and portfolio services, combining a primarily passive investment approach with selective specialized strategies tailored to client objectives.

Susan Gillespie is a financial advisor at Mariner Independent with 11 years of industry experience. She holds Series 63 and Series 65 designations and has held positions at firms including Bank of America, Merrill, and The Prudential Insurance Company of America. Gillespie is also involved with Pax Financial Advisors, offering investment services through Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base that includes individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan services with integrated institutional resources.

Britney Merrill is a Series 65-licensed financial advisor with Sound Income Strategies, LLC, bringing two years of industry experience. Her prior roles include positions at Forbes Family Trust, Glenmede Trust Company, and Wilmington Trust. Merrill is also involved as a client service advisor with Poole Locke Associates. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm focuses on customized portfolio management with an emphasis on fixed-income analysis and equity review, utilizing a scalable advisor network and offering specialized family-office style services.

Kelly Wilson is a CFP® professional with four years of industry experience, currently serving at AlphaCore Capital LLC. Prior to joining AlphaCore in 2026, Wilson worked for eight years at Dravo Bay LLC dba Blue Rock Financial Group and has experience with the American Heart Association and University of Delaware. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm provides comprehensive wealth planning and investment management, emphasizing both traditional and alternative investment strategies to achieve diversified portfolio resilience.

Michelle Siano is a financial advisor at Founders Financial Securities LLC with 11 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and previously worked at Ellis Investment Partners, LLC for nine years. In addition to her role at Founders Financial Securities, she is involved with Guided Wealth Management LLC, focusing on investment advisory and the sales and service of investment and insurance products. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and utilizes various investment programs including the Independence Advisory platform and Freedom Capital Management Strategies.

Daniel Shevlin is a CFP® professional with over 33 years of industry experience. He is currently with Wealthcare Advisory Partners LLC, where he has worked since 2017, and has prior experience at Private Advisor Group, LLC and LPL Financial. Outside of his advisory work, he is a musician who performs with the Crooked Rose Band. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, retirement plan advisory, and access to alternative investments through a goals-based, evidence-driven investment process.

Andrew Douglas is a Certified Financial Planner (CFP®) with 12 years of industry experience. He currently works at Founders Financial Securities LLC and has previously been employed at Citizens Securities, Ameriprise Financial Services, Bank of America, and Merrill. In addition to his advisory role, he is involved as an insurance agent with Bishop Associates, focusing on Medicare coverage reviews. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing multiple delivery methods and third-party sub-advisors to implement customized investment strategies.

Dominick Ammirato is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Wealthcare Advisory Partners LLC. His prior experience includes roles at Brinker Capital, Orion Portfolio Solutions, and Morgan Stanley Smith Barney. He is a member of the Wilkes University Alumni Board and serves on the executive committee of the Greater West Chester Chamber of Commerce’s Next Gen group. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using patented Wealthcare software and a behavioral economics framework, combining both passive and active investment strategies alongside dynamic rebalancing.

Donna Cunningham is a financial advisor with Bryn Mawr Trust Advisors, LLC, holding Series 63, Series 65, and Series 66 licenses and 24 years of industry experience. She previously worked at WSFS Wealth Investments and Commonwealth Financial Network from 2016 to 2023, and has been with Bryn Mawr Capital Management since 2023. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a wholly owned subsidiary of WSFS Financial Corporation, providing discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm employs a proprietary multi-asset solution approach, combining strategic and tactical asset allocation with a mix of active and passive managers and third-party platforms, and operates distinctively as a bank-affiliated adviser with a co-advisory tri-party arrangement involving WSFS Bank.

Colton Steele is a financial advisor at Bryn Mawr Trust Advisors, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at WSFS Bank and Merger Partners Incorporated. 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 and offers ESG strategies through third-party providers, while also serving as a sub-adviser to WSFS Bank’s Wealth division and other registered investment advisers.