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.

Scott Higgins is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has 10 years of industry experience. His background includes roles at Mutual of Omaha Insurance Company and Family Wealth Management. Higgins is also active as a licensed insurance agent specializing in life and fixed annuities, accident and health, and Medicare-related products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes a platform relationship with Envestnet and Pershing, delivering managed solutions through approved model portfolios and third-party managers.

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.

Marina Hernandez is a CFP® with 11 years of industry experience, currently affiliated with Dynamic. She previously worked at White Lighthouse Investment Management and has operated her own tax firm, MHTAX, since 2009. In addition to her advisory role, Ms. Hernandez provides continuing education on international tax practice and planning, and runs a nonprofit educational website focused on U.S. expats and immigrants. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm employs a long-term, client-specific investment approach and offers portfolio management, financial planning, retirement plan services, and sub-advisory support.

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.

James Vogt is a financial advisor at Pine Valley Investments with 15 years of industry experience. He holds the Series 66 designation and previously worked at Tower Bridge Advisors, Inc. for seven years. Vogt owns shares of Tower Bridge Advisors but does not devote time or duties to that entity. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and quantitative analysis to tailor client portfolios and offers access to private funds and subadvisory arrangements.

Christopher Beringer is a financial advisor at BC Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has been associated with MAFG RIA Services, Inc. since 2002. He serves as a co-trustee for several irrevocable trusts established by William M. Cafaro. BC Advisors, LLC provides investment advisory services, portfolio analysis, and consolidated performance reporting to individuals, trusts, pension and profit-sharing plans, corporations, estates, and other entities. The firm primarily uses fundamental analysis supplemented by charting and cyclical analysis, offering a range of strategies including equities, fixed income, options, and alternative investments, with a focus on non-discretionary client arrangements.

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.

Morgan Mears is a financial advisor at Dakota Wealth, LLC with one year of industry experience and holds a Series 65 designation. Prior to joining Dakota Wealth, he worked at Pitcairn Wealth Advisors and Pitcairn Trust Company, among other roles. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, and business enterprises, providing wealth management, financial planning, retirement plan advisory, and portfolio management. The firm employs a long-term, customized investment approach that integrates fundamental, technical, and quantitative analysis, and is involved directly in managing pooled and private fund structures as well as sub-advising a registered ETF.

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.

John Natale is a financial advisor with Capital Analysts in Marlton, NJ, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 46 years of industry experience, including 29 years with Lincoln Investment Planning, Inc. In addition to his advisory role, he is involved in life and disability insurance as an insurance agent and owner. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice, delivering investment management through both discretionary and non-discretionary approaches supported by an in-house research team and a proprietary fund screening process.

Jake Markoe is a Series 65 licensed advisor at Pine Valley Investments with eight years at the firm and a total of five years in the industry. Prior to joining Pine Valley Investments, he worked at Merrill Lynch for one year. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a range of investment strategies, including fundamental, technical, and quantitative analysis, and offers services such as model portfolios and third-party manager allocation.

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.

John Miller Jr. is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Advisory Services Network since 2016. He is also a member of Apex Tax Advisors, LLC, where he prepares tax returns during the tax season, and has worked as an independent insurance agent since 2011. Advisory Services Network is a multi-team firm that provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing strategies based on client objectives and risk tolerances.

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.

Matthew Sheridan is a CFP® with 16 years of industry experience, currently serving as a financial advisor at TFO Wealth Partners. His prior roles include positions at The Vanguard Group and Morgan Stanley, where he worked in both the private bank and wealth management divisions. TFO Wealth Partners manages approximately $4.85 billion in client assets for individuals, family offices, retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes long-term, asset-allocation strategies using model portfolios comprised mainly of mutual funds and ETFs, supplemented by third-party managers, and offers a range of services including portfolio management, financial and estate planning, and family office support.