Steve Nguyen is a financial advisor with Bryn Mawr Trust Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at Commonwealth Financial Network, WSFS Wealth Investments, Citizens Securities, Santander Securities, Sovereign Bank, and Banc of America Investment Services. Outside of advisory work, he spends part of his time involved in fixed insurance sales. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and subsidiary of WSFS Financial Corporation, providing discretionary investment management, financial planning, retirement-plan fiduciary services, and participant account management to individuals, trusts, foundations, corporations, and institutional clients. The firm implements customized investment strategies through a combination of proprietary multi-asset solutions, active and passive managers, and selective use of alternative investment platforms.

Hari Sharma is a financial advisor with Santander Securities LLC, holding a Series 66 license and bringing 23 years of industry experience. He has worked with Santander Securities and Santander Bank since 2016, and previously was with CCO Investment Services Corp from 2014 to 2016. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party investment managers and centralized client support.

Apris Walker is a financial advisor with Encompass More Asset Management LLC, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Encompass More in 2026, Walker worked at Vantage Financial and spent six years with Primerica Advisors. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm uses a combination of proprietary and third-party model-based strategies and offers access to private placements alongside traditional advisory programs.

Scott Holstein is a CFP® and PFS™ professional with 39 years of experience in the financial services industry. He has been with Vicus Capital, Inc. since 2011 and has prior experience at Cetera and American Brokerage Service. Holstein is also a non-practicing CPA. Vicus Capital, Inc. provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors, offering both discretionary and non-discretionary services. The firm employs a range of strategies including core-satellite, momentum, ESG, and tax-loss harvesting, and places particular emphasis on retirement-plan consulting and fiduciary services.

James Foley is a financial advisor at Kinetic Investment Management, Inc. in Princeton, NJ, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including AE Wealth Management and Questar Asset Management. Foley is also a licensed insurance agent focusing on annuities and life insurance. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a primarily long-term trading approach using diverse analytical methods and offers access to a range of asset types, including non-traded real estate investments.

Brian Dobisch is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. Prior to joining Blackridge, he spent over two decades at Concourse Financial Group Securities Inc. He also operates as a self-employed insurance agent, selling life and health insurance. Blackridge Asset Management provides financial planning, investment management, and related consulting through a network of investment adviser representatives serving individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a turnkey asset management platform and a multi-strategy investment approach including asset allocation, rebalancing, and diversification.

Glenn Cohen is a financial advisor at Merit Financial Advisors with 26 years of industry experience and holds a Series 66 designation. He has worked previously at Commonwealth Financial Network and owned a CPA firm, Glenn B Cohen CPA, which provides accounting and tax services to businesses and individuals. Outside of his advisory role, he continues to operate his CPA firm, managing high-level accounting and tax matters. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation approach managed through centrally controlled model portfolios, supported by an internal investment team and committee.

Andrew Gergatsoulis is a financial advisor at Aegis Capital Corp. with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America and Merrill. He is the owner of AG Capital Holdings LLC, an inactive investment account. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports clients with trade execution, clearing, custody, and reporting services.

Danielle Ives is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Great Valley Advisor Group and LPL Financial since 2015. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing both in-house strategies and third-party managers across various platforms.

David Barol is a CFP® and ChFC® with 32 years of industry experience. He is currently with CreativeOne Securities, LLC and has previously worked at Securities America Advisors, Questar Asset Management, and Lincoln Financial Advisors. Outside of his advisory work, he hosts the podcast "Bridge to Knowledge by David Barol" and is involved in book publishing through Bala House Publishing. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management and offers a variety of financial services including fiduciary retirement-plan support and access to third-party manager programs.

Joseph Hidalgo is a financial advisor with Creative Financial Designs, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, and has 23 years of industry experience. He has been with Creative Financial Designs since 2008 and also operates Hidalgo Financial Services and CFD Investments Inc. Additionally, he works as an independent insurance agent. Creative Financial Designs serves individual (including high-net-worth) clients, charitable organizations, corporate and business clients, and employer retirement plans with investment management and financial planning services. The firm’s investment approach includes asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Kenny Bauer is a CFP® professional with 26 years of industry experience, currently with Rockwood Wealth Management, LLC since 2017. Prior to that, he worked at The Marshall Financial Group, Inc. for 17 years. Outside of his advisory role, he serves as a certified boys lacrosse official and holds board positions with the Captain Connor J. Bednarzyk, USA Memorial Fund and the Washington Crossing Council, Boy Scouts of America. Rockwood Wealth Management serves individuals, families, and related entities by providing financial planning and investment management through tailored portfolios. The firm employs a passive investment philosophy focused on globally diversified allocations and manages several billion dollars in client assets across its multi-advisor practice.

John Collins III is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Rockwood Wealth Management, LLC. His prior experience includes roles at Equitable Advisors, LLC, Karr Barth Associates, and Susquehanna International Group. Rockwood Wealth Management serves individuals, families, and related entities by providing financial planning, wealth management, and investment management through tailored portfolios and one-on-one consultations. The firm follows a passive investment approach with diversified allocations and employs a fee-only, multi-advisor practice model.

Christopher Gatsch is a financial advisor with OneSeven who holds a Series 66 designation and has 13 years of industry experience. His prior work includes roles at JP Morgan Chase Bank, JP Morgan Securities, Bank of America, and Merrill. He is also the founder of Alta Vera Securities d/b/a SH Summit, Inc., focusing on sourcing and selling private investment offerings to qualified investors. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes diversified portfolios with a primarily long-term investment approach and utilizes a mix of discretionary and non-discretionary management strategies.

Mark Maggioncalda is a financial advisor with Girard Advisory Services, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Girard Advisory Services in 2026, he worked at Wilmington Trust for four years and Dreyfus Service Corporation for fourteen years. Girard Advisory Services, LLC is a fee-only registered investment adviser offering wealth management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a proprietary research process and an Investment Committee to tailor diversified portfolios using a range of domestic and international assets, and is a wholly owned subsidiary of Univest Bank and Trust Co., enabling it to provide an integrated suite of financial services.

Jared Reilly is a CFP® with 18 years of industry experience, currently working at CW Advisors, LLC since 2024. Prior to joining CW Advisors, he spent over 16 years at Mercadien Securities and Mercadien Asset Management. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, charitable organizations, and institutions, and employs a Core-and-Satellite investment approach combining active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

Ansh Gandhi is a financial advisor with Bryn Mawr Trust Advisors, LLC, holding Series 65 and Series 63 licenses. He has experience working at PGIM, KPMG, and Keller Williams, and has held roles at Rutgers University and other organizations. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and wholly owned subsidiary of WSFS Financial Corporation, serving individuals, trusts, foundations, corporations, qualified plans, and institutional clients with discretionary investment management, financial planning, and retirement-plan fiduciary services. The firm uses a proprietary multi-asset investment approach that combines strategic and tactical asset allocation, multiple fund types, separately managed accounts, and independent managers.

Mark Kelly is a financial advisor with Rockwood Wealth Management, LLC, based in New Hope, PA. He holds 21 years of industry experience and has been with Hirtle Callaghan & Co. LLC since 2011. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses with holistic financial planning and investment management. The firm employs a structured, passive investment approach focused on globally diversified portfolios and typically uses Dimensional Fund Advisors products.

Mark Kruman is the principal of Bryce Wealth Management in Washington Crossing, PA, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Madison Avenue Securities, Gradient Wealth Management, and operates a legal practice focused on drafting wills and related documents. In addition to financial advising, he maintains an active estate planning attorney practice. Bryce Wealth Management provides financial planning, consulting, and educational seminars to high-net-worth individuals, families, businesses, and charitable organizations. The firm facilitates relationships with third-party money managers, assists with manager selection and paperwork, and monitors manager performance without directly managing client portfolios.

Robert Eng is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Belpointe Asset Management LLC since 2019. He previously worked at Glen Eagle Advisors LLC and J.O.Y. WEALTH PARTNERS. Outside of his advisory role, he is the founder of Joywise, a meditation teaching and coaching business in Princeton, NJ. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, employing a range of strategies from passive to tactical, with customized portfolio solutions supported by affiliated funds and service entities.