Valeri Boclair is a financial advisor at Bryn Mawr Trust Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group for 27 years. His recent roles include positions at Bryn Mawr Capital Management and Ascensus LLC. 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 strategies 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 financial entities.

Andrew Damico is a CFA® charterholder with 13 years of industry experience. He is currently with Roffman Miller Associates Inc, where he has worked since 2022. His prior roles include positions at Wells Fargo Clearing Services and Hartford Funds Distributors. Roffman Miller Associates provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.9 billion across about 1,560 client relationships, using a committee-based investment process focused on long-term objectives, diversification, and fundamental research.

Francisco Agrest is a financial advisor at Elm Wealth based in Philadelphia, PA. He holds a Series 65 designation and has been working in the industry since 2022. Prior to joining Elm Wealth in 2025, he held roles at Perchwell, AvantStay, and WeWork, as well as studying at Columbia University. Elm Wealth manages approximately $3.02 billion in discretionary assets, serving a diverse client base including individual and high-net-worth investors, pooled investment vehicles, and an exchange-traded fund. The firm employs a rules-based, dynamic asset allocation strategy across multiple investment vehicles, combining ETF advisory, fund management, and customized managed accounts.

David Gradzki is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He has been with Roffman Miller Associates Inc since 2021. Outside of financial advising, he has managed an LLC related to a family rental property. 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 million. The firm emphasizes a team-based investment approach, focusing on long-term objectives, diversification, and fundamental security selection, with portfolios primarily constructed from individual stocks and bonds.

Anthony Feudo is a financial advisor at Bryn Mawr Trust Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Bryn Mawr Capital Management, Veritable, LP, The Vanguard Group, Morgan Stanley, Thomas Jefferson University Hospital, and La Salle University. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation that provides discretionary investment management and financial planning to individuals, trusts, foundations, corporations, and institutional clients. The firm offers customized investment policy statements implemented through a proprietary multi-asset approach combining active and passive managers, ETFs, and selected independent managers.

Ryan Baumbach is a financial advisor with AssuredPartners Investment Advisors and holds a Series 66 designation. He has eight years of industry experience, including prior roles at Edward Jones and Lighthouse Financial Advisory Group. Baumbach is also licensed as an insurance agent, dedicating a portion of his time to selling insurance products. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices.

Alina Semykina is a financial advisor at MyCIO Wealth Partners, LLC, holding a Series 65 registration with one year of industry experience. Her background includes various roles at MyCIO Wealth Partners, Valley Forge Financial Group, Drexel University, Chubb, and KBRA. 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 alternative investments and private pooled funds.

Alexander Kunicki is a financial advisor at MyCIO Wealth Partners, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Chubb and HFM Investment Advisors, LLC, as well as teaching positions at Rowan University and Montclair State University. Outside of finance, he has experience working at Lascala's Fire over the past five years. MyCIO Wealth Partners provides investment advisory and related planning services primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm emphasizes non-discretionary portfolio management and offers a range of investment vehicles including mutual funds, ETFs, private investment funds, and alternative investments such as hedge funds and private equity.

Lawrence Hubert Jr. is a financial advisor at Trustmont Advisory Group, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory role, Hubert serves as president of a swimming pool service company and holds leadership positions in local nonprofit and fraternal organizations. Trustmont Advisory Group serves individual and institutional clients, including pension plans, trusts, and charitable organizations, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach based on public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Christopher Baumann is a financial advisor with BCG Securities, Inc. in Cherry Hill, NJ, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Royal Alliance, Horace Mann Companies, Tesla, and SolarCity. Outside of advisory activities, he works as a property and casualty insurance agent. BCG Securities serves institutional retirement plans and individual clients, typically those with accounts over $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes written investment policy statements and tailors recommendations to client goals, often implementing advice on a non-discretionary basis while using independent third-party managers and applied analysis across various strategies.

Shanley Campbell is a CFP® and ChFC® with 22 years of industry experience, currently serving as a financial advisor at Continuum Advisory, LLC since 2018. Prior to this, she worked at Triad Advisors, Signator Investors, and Transamerica Financial Advisors. Outside of advisory work, she owns a financial planning business operating under the name Rassler Financial. Continuum Advisory provides financial planning, consulting, and portfolio management services to individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans. The firm integrates multiple professional services and utilizes a range of investment strategies and third-party managers accessed through a centralized platform.

Michael Clark is a financial advisor with 30 years of industry experience, currently serving at 1919 Investment Counsel, LLC since 2005. He holds Series 63 and Series 65 licenses. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, pension plans, and public entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research.

James Lombardo Jr. is a financial advisor at Belpointe Asset Management LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fortune Financial Services, BCG Securities, and Chaslyn Financial Group. Outside of advising, he is involved in insurance sales and manages multiple employer 401(k) plans. Belpointe serves a diverse client base, including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement plan consulting. The firm uses a variety of investment strategies tailored to client objectives and supports affiliated businesses such as proprietary funds and back-office services for other advisers.

Paul Mcclatchy Jr. is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Bryn Mawr Trust Advisors, LLC. His prior roles include five years at Planning Capital Management and five years at Sterling Investment Advisors Ltd. 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 policies and diversified portfolios through a range of investment vehicles, including ESG strategies, and maintains affiliations with WSFS Bank and other trust companies.

Bethany Landis is a CFP® professional with nine years of industry experience, currently serving at Wescott Financial Advisory Group LLC since 2022. Prior to this, she worked for over two decades at Asset Planning Services Ltd. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach that combines passive and active strategies within a tax-sensitive, disciplined process supported by individualized Investment Policy Statements.

Kathryn Meidt is a financial advisor with BCG Securities, Inc. and holds a Series 66 designation. She has four years of industry experience and has worked at Horace Mann Companies and Horace Mann Investors, Inc. since 2022. Prior to her financial services career, she was involved in the hospitality industry. BCG Securities serves institutional retirement plans and individual clients with accounts generally above $25,000. The firm provides portfolio management, financial planning, pension consulting, and wealth management services, emphasizing tailored investment policy statements and the use of independent third-party managers.

Morris Kaufman is a financial advisor at IP Financial Advisory Services LLC with 29 years of industry experience. He has held positions at firms including MerCap Securities, MerCap Advisors, and H. Beck, Inc. Outside of his advisory role, he serves on the Board of Directors for the Rotary Club of Media and provides life coaching as a sole proprietor. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, and consulting services. The firm focuses on non-high-net-worth investors and retirement plan participants, employing a range of analytical approaches and providing access to third-party managers.

Zachary Candelore is a financial advisor at Mutual of Omaha Investor Services, Inc. with six years of industry experience. He holds Series 63 and Series 65 designations and has worked in the financial services sector since 2019. Outside of his advisory role, he is employed in the food service industry as a bartender and server at local establishments in Philadelphia. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and acts as a conduit to third-party managers, serving a broad client base including both non-high-net-worth and high-net-worth individuals.

Jeffrey Heppard is a financial advisor at Belpointe Asset Management LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Smith Barney and Citigroup Global Markets. Heppard is also involved with Chaslyn Financial Group, providing investment advisory and insurance solutions. Belpointe serves a diverse client base, offering discretionary investment management, financial planning, and retirement plan consulting. The firm uses customized portfolios and a range of investment strategies tailored to client objectives, supported by affiliated businesses and product sponsorships.

Peter Gaertner is a CFP®-credentialed financial advisor with 16 years of industry experience. He currently works at Roffman Miller Associates Inc and has previously held roles at Bryn Mawr Capital Management, Affinity Wealth Management, Mercap Securities, Delaware State University, and Coastal Equities. Roffman Miller Associates provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.9 billion across 1,560 client relationships, utilizing a committee-based investment process focused on long-term goals, diversification, and fundamental research.