Christopher Freddo is a financial advisor at Bryn Mawr Trust Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including PNC Financial Services Group and Truist Investment Services. He serves on the board and investment committee of the Comprehensive Learning Center LLC, a school specializing in education and life skills for individuals with autism. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser that provides discretionary investment management, financial planning, and retirement-plan fiduciary services to a diverse client base, including individuals, trusts, foundations, and institutional clients. The firm employs a multi-asset investment approach combining proprietary strategies, independent managers, and both active and passive management.

Robert Botel is a financial advisor at Prospera Financial Services, Inc. with 32 years of industry experience. He has held his current position at Prospera since 2006. He holds Series 63 and Series 65 licenses. In addition to his advisory role, he serves as trustee, power of attorney, and executor for two related residence trusts without compensation. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and third-party platforms.

Charles Johnston is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Wescott Financial Advisory Group LLC. His prior experience includes roles at Vanguard Advisers, New York Life Insurance, and NYLIFE Securities LLC. Johnston serves on the board of the Ardmore Business Association, where he is involved in hosting community events and promoting local businesses. Wescott Financial Advisory Group serves individual clients, family offices, charitable organizations, and retirement plans, offering a range of wealth management and consulting services. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies, with a focus on tax-sensitive portfolio construction.

Nolan Lenaghan is a Series 65-licensed financial advisor at Elm Wealth with one year of industry experience. His prior roles include positions at DaFonte Pro Training, Ossining, Oppenheimer and Co., and DeCicco and Sons. He attended Lafayette College and Cornell University from 2020 to 2024. Elm Wealth manages over $3 billion in discretionary assets and serves a diverse client base, including individual investors, pooled investment vehicles, private offshore funds, and an exchange-traded fund. The firm employs a rules-based, dynamic asset-allocation strategy utilizing low-cost mutual funds and ETFs, offering a range of investment vehicles and personalized planning services.

Julien Franklin is a financial advisor with Bryn Mawr Trust Advisors, LLC, holding a Series 65 designation and based in Philadelphia, PA. He has been with Bryn Mawr Trust since 2024 and previously worked with United Way of Greater Philadelphia and Southern New Jersey and Vanguard Charitable. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser offering discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, and institutional clients. The firm utilizes a Proprietary Multi-Asset Solutions approach, combining strategic asset allocation with various investment vehicles and maintains oversight through its Chief Investment Officer and Investment Committee.

Michael Fothergill is a financial advisor at Elm Wealth with six years of industry experience. He holds a Series 65 designation and has worked at Elm Partners Management, LLC since 2019, following two years at SS&C Eze. Prior to his advisory career, he was affiliated with Connecticut College for four years. Elm Wealth manages approximately $3.02 billion in discretionary assets and serves a diverse client base including pooled investment vehicles, an exchange-traded fund, private and offshore funds, as well as individual and high-net-worth investors. The firm uses a rules-based, dynamic asset-allocation process across various investment vehicles and offers portfolio management alongside planning services.

David Navarro is a CFA® charterholder with 22 years of industry experience. He is currently with Bryn Mawr Trust Advisors, LLC, where he has worked since 2024. Prior to this, he held roles at West Capital Management, HD Vest, and other financial services firms. 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 solutions 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 advisers.

Eric Rodriguez is a financial advisor with Core Planning in Cherry Hill, NJ. He holds Series 65 and Series 63 licenses and has been with Core Planning since 2025. Prior to joining Core Planning, he worked at Magellan Federal, Tapfin/EY, WFG Insurance Agency, and Xpress Recon LLC. He is also a licensed insurance agent with WFG Insurance Agency, assisting individuals with insurance purchases on a part-time basis. Core Planning provides fee-only financial planning, wealth management, and portfolio management services primarily for individual and high-net-worth clients, as well as ERISA 3(21) retirement-plan advisory services. The firm tailors investment strategies based on client objectives and risk tolerance, utilizing third-party model portfolios and automated rebalancing tools.

William Artzerounian is a CFP® and PFS™ with eight years of industry experience. He has worked at Ritholtz Wealth Management since 2021 and previously held roles at Integer Wealth Advisors Group LLC, Grove Street Fiduciary, LLC, Compass Ion Advisors, LLC, MyCIO WEALTH PARTNERS, LLC, and Deloitte & Touche, LLP. He is also the owner of RWM Tax LLC, which provides tax planning services. Ritholtz Wealth Management advises individual and institutional clients, including high-net-worth individuals and retirement plans, offering comprehensive portfolio management and financial planning. The firm employs a goal-based investment process focusing on asset allocation and behavioral finance, utilizing diversified, low-cost ETFs along with tactical overlays and alternative investments, and provides both advisor-led and digital platform services.

Alan Cohen is an investment advisor representative with Concurrent Investment Advisors, LLC and a registered representative with Purshe Kaplan Sterling Investments, Inc. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. His prior work includes roles at Wells Fargo Advisors, RBC Capital Markets, and Morgan Stanley. In addition to advisory services, he provides fixed insurance advice based on client needs. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Paulette Greenwell is a CFA® charterholder with 29 years of industry experience, serving as an advisor at Roffman Miller Associates Inc since 1995. She holds the Series 65 license and is based in Philadelphia, PA. 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 $1,000,000. The firm employs a team-oriented investment approach focused on long-term objectives, diversification, and fundamental security selection through a formal Investment Committee overseeing discretionary portfolio management and financial planning services.

Akhil Giri is a financial advisor at BFC PLANNING, Inc. with a Series 66 credential and one year of industry experience. He has previously worked at True Capital Partners and Berthel, Fisher & Company Financial Services, Inc. from 2021 to the present. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets under management through a network of independent adviser representatives.

Andrew Marcantonio Fields is a CFP® with nine years of industry experience, currently serving as a financial advisor at Plancorp, LLC. Prior to joining Plancorp in 2026, he worked at The Vanguard Group, Inc. for nine years. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, financial planning, and investment management services. The firm’s investment approach is based on Modern Portfolio Theory, utilizes documented Investment Policy Statements, and includes discretionary and non-discretionary management, with additional services such as tax preparation and cash management options.

Thomas Mcelgunn is a financial advisor at Pine Valley Investments with 8 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at The Prudential Insurance Company of America. He is also involved with Pine Valley Planning, an insurance-related activity outside of his advisory role. Pine Valley Investments offers discretionary portfolio management, financial planning, and pension consulting services to individual, high-net-worth, and institutional clients. The firm employs a variety of analytical strategies and manages both directly advised accounts and pooled investment vehicles, including affiliated private funds.

Nicholas Lampone is a financial advisor at Pine Valley Investments with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Dalzell Trading and Boenning & Scattergood. Outside of his advisory role, he is the founder and president of Sabio Industrial, LLC, a general contracting business. Pine Valley Investments provides discretionary portfolio management, pension consulting, and related advisory services to individuals, pension plans, charitable organizations, and business entities. The firm utilizes a combination of fundamental, technical, and quantitative analysis to tailor portfolios and also manages private funds and subadvisory relationships.

David Lees is a CFA® charterholder with 28 years of industry experience, currently serving at MyCIO Wealth Partners, LLC since 2005. He also serves as a director on the board of Bryn Mawr Bank and Trust Company, participating in its compensation, executive, and wealth committees. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, and institutional clients, focusing on non-discretionary portfolio management and offering access to a range of investment vehicles including private funds and alternative investments.

Caroline Lee is a financial advisor at Bryn Mawr Trust Advisors, LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at Bryn Mawr Capital Management, WorkPlay Ventures, Elyxium, Wetherby Asset Management, and BNY Mellon Wealth Management. She is also a member of a family-related estate planning LLC, though she does not receive compensation or dedicate work hours to this activity. 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 policy statements and diversified portfolios through various investment vehicles, including ESG strategies, and serves as a sub-adviser to WSFS Bank’s Wealth division and other advisory firms.

Jay Falini is a financial advisor with Zacks Investment Management, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Since 2008, he has worked concurrently at Zacks Investment Management and LBMZ Securities, Inc. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm combines quantitative and qualitative analysis using proprietary models across a range of strategies and serves both as a direct manager and a provider of indices, model portfolios, and private alternative funds through multiple distribution channels.

Hal Michels is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with Prosperity - An EisnerAmper Company and has held roles at various firms including Dai Securities, Apw Inc, and EisnerAmper Wealth Management. Outside of advisory work, he is a partner involved in tax preparation and CPA services within his firm. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, retirement-plan advisory, and consulting services. The firm emphasizes asset allocation and diversification, offering both discretionary and non-discretionary management, and manages approximately $5 billion in client assets through a multi-team approach.

James Henry III is a financial advisor with MyCIO Wealth Partners, LLC in Philadelphia, PA, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has been with MyCIO Wealth Partners since 2005. MyCIO Wealth Partners provides investment advisory and related planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management and financial planning across a broad range of investment vehicles, focusing mainly on recommending and monitoring allocations for its typically high-net-worth client base.