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.

Christopher Travers is a financial advisor at Logan Capital Management, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Logan Capital since 2016, as well as prior experience at Quasar Distributors, LLC. Logan Capital Management is an SEC-registered investment adviser managing approximately $3.1 billion in assets with a 16-advisor team serving around 1,800 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services, combining top-down macroeconomic analysis with fundamental and technical approaches across equity and fixed-income strategies.

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.

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.

Eric Zeltner is a CFP® professional with 11 years of experience in the financial services industry. He currently works at CW Advisors, LLC and has previously been associated with firms including Congress Wealth Management LLC, MainLine Securities LLC, Stifel Nicolaus & Co Inc, Bank of America, and Merrill. 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 institutional clients, utilizing a Core-and-Satellite investment framework that incorporates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

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.

Jonathan Hommes is a CFP® professional with seven years of industry experience. He currently works at Facet and has prior experience at The Vanguard Group, Mariner Wealth Advisors, and NJ Standard Management. Outside of his advisory roles, he has held positions at William Paterson University of New Jersey and North Jersey Custom Construction Inc. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households through phone, video, and a proprietary web platform. The firm employs model-based asset allocations focused on exchange-traded funds and utilizes technology-driven processes for tax-optimized implementation and ongoing portfolio management.

David Turbiner is a financial advisor at CW Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at MainLine Securities LLC and MainLine Private Wealth, LLC prior to joining CW Advisors. Mr. Turbiner is a licensed attorney in Pennsylvania and Washington D.C. and serves as trustee for two New Hampshire non-family trusts. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a broad range of clients including individuals, families, trusts, estates, charitable organizations, and institutional investors, offering wealth management, financial planning, retirement plan advisory, and family-office services through a Core-and-Satellite investment approach that incorporates active, passive, strategic, quantitative, and ESG strategies.

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.

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.

Abdul Khaliq is a financial advisor with BCG Securities, Inc., holding a Series 66 designation and 16 years of industry experience. He has worked at BCG Securities since 2018 and previously held positions at Bank of America and Merrill. BCG Securities serves institutional retirement plans and individual clients with accounts generally above $25,000, providing portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes written investment policy statements and tailored recommendations, often implementing advice on a non-discretionary basis, and uses independent third-party managers as part of its investment approach.