Christopher Krumenacker Jr is a CFA® charterholder with two years of industry experience. He is currently with Bryn Mawr Trust Advisors, LLC and previously worked at WSFS Bank for eight years. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, endowments, foundations, corporations, and other business entities. The firm offers customized investment policies and diversified portfolios using a range of investment vehicles, and it maintains co-advisory relationships with WSFS Bank and other trust companies.

Stephanie James is a CFP® professional with 13 years of industry experience. She has been with Wescott Financial Advisory Group LLC since 2008 and has been affiliated with Villanova University since 2011. 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 with a tax-sensitive, disciplined process and individualized Investment Policy Statements.

Michael Enos is a Series 63-registered financial advisor at Capital Analysts with 34 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1991. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Jamie Hopkins is a CFP® and ChFC® with two years of experience currently serving as a financial advisor at Bryn Mawr Trust Advisors, LLC. He has worked at Bryn Mawr Trust Advisors and WSFS Bank since 2023 and previously held roles at Carson Wealth and Creighton University. Hopkins operated a speaking and content creation business, Hopkins Retirement Consulting, prior to joining Bryn Mawr Trust Advisors. 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 development and diversified portfolio management through independent managers, mutual funds, ETFs, and private fund platforms, while maintaining affiliations with WSFS Financial Corporation and providing sub-advisory services to other registered investment advisers.

Courtney Kelly is a financial advisor at Robertson Stephens with a Series 65 designation and one year of industry experience. Prior to joining Robertson Stephens, she worked at Altera Digital Health and Dimagi. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, investment and pension consulting, and a range of planning services including tax and estate planning.

Callahan Hanson is a financial advisor at MyCIO Wealth Partners, LLC, holding a Series 65 designation and based in Philadelphia, PA. He joined MyCIO Wealth Partners in 2026 after a one-year tenure at Dodge & Cox Investment Management and has prior experience in education and retail. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, pension plans, and charitable organizations. The firm focuses on non-discretionary portfolio management and offers a range of services including financial planning, retirement consulting, and CIO services, with investments across mutual funds, ETFs, private funds, and alternative assets.

Amy Leis is a CFP® with 18 years of industry experience, currently serving as an advisor at Main Street Financial Solutions, LLC. She has worked at Main Street Financial Solutions since 2019 and previously spent 11 years at Janney Montgomery Scott LLC. Outside of her advisory role, she assists with social media consulting for a family-owned furniture design business. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an academic-based, multi-asset class investment approach, utilizing mutual funds, low-cost ETFs, actively managed funds, and alternative investments, while also providing ERISA fiduciary consulting and managing both discretionary and non-discretionary portfolios.

James Ciamacco is a CFP® professional with six years of industry experience, currently serving as an advisor at Wescott Financial Advisory Group LLC. His prior roles include positions at Certior Financial Group, Mutual Securities, and The Vanguard Group. Outside of his advisory work, he is involved with Quality Community Living, Inc., a nonprofit organization. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, trusts, foundations, pension plans, and corporations. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies with a tax-sensitive, disciplined process tailored through individualized Investment Policy Statements.

Alberto Gaglianese is a CFP® professional affiliated with Capital Analysts and has 40 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1986. Outside of his advisory role, he is involved in several real estate ventures, including property flipping and rental operations, as well as life insurance and annuities through Breakthrough Insurance Group. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a combination of in-house discretionary management and third-party advisors, supported by proprietary mutual fund screening and institutional relationships.

Robert Ebling is a CFP® professional with 16 years of industry experience, currently serving at Main Street Financial Solutions, LLC since 2022. He previously worked at Merrill from 2014 to 2022. Ebling is a committee member of The ESOP Association, a nonprofit organization focused on the promotion of employee stock ownership plans. Main Street Financial Solutions serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach, utilizing mutual funds, low-cost ETFs, active funds, individual securities, and alternative platforms while providing financial planning, wealth management, and fiduciary consulting services.

Farrukh Kazmi is a financial advisor with BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 credentials with 25 years of industry experience. He has been with his current firms since 2010 and 2022, respectively. His other business activities include serving as a financial advisor at A&S Asset Management and managing various real estate office buildings. 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 through a network of independent adviser representatives who tailor portfolios using multiple investment structures and strategies.

Ismail Baram is a financial advisor at Saxony Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Saxony Securities, Inc and Workplace Financial Advisors. Outside of his advisory roles, he was employed by Amazon Flex for three years. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model and employs various investment methods, including fundamental and technical analysis, while offering discretionary asset management and fee-based financial planning.

Nicholas Greco is a CFP® and Series 66-registered advisor with four years of industry experience. He is currently with Facet and previously worked at The Vanguard Group, Inc., Morgan Stanley, and The Wolk Law Firm. Outside of finance, he operated Greco Pressure Washing & Property Services for six years. Facet Wealth offers subscription-based financial planning and discretionary investment management to a broad range of individual clients. The firm emphasizes technology-driven, model-based asset allocation primarily using ETFs and provides comprehensive planning services through remote channels.

Gianni De La Cruz is a CFP®-certified financial advisor at Facet with 13 years of industry experience. He previously worked at Charles Schwab & Co., Inc., Schwab Wealth Advisory Inc., The Vanguard Group, Inc., and PNC Wealth Management. Facet Wealth offers subscription-based financial planning and discretionary investment management to both non-high-net-worth and high-net-worth households, utilizing technology-driven processes and a flat subscription fee model rather than percentage-based asset fees. The firm provides a wide range of planning services supported by proprietary algorithms and regular portfolio management.

Stephen Schmitt Jr. is a financial advisor at Saxony Capital Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Florida Financial Advisors, Inc., Trinity Wealth Securities L.L.C., and Mutual of Omaha. Outside of his advisory role, he controls Workplace Financial Advisors, LLC, a pass-through entity for business revenue and expenses. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm uses a multi-team model and employs a variety of investment approaches including discretionary asset management and third-party manager due diligence.

Michael Applebaum is a Series 63 licensed advisor with 39 years of industry experience. He currently works at Vanderbilt Advisory Services and has prior experience at Janney Montgomery Scott. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, and it offers a range of portfolio management and financial planning services alongside a unique integration with retirement-plan and benefits firms.

Susan Marino is a financial advisor at Capital Analysts with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including Van Eck Associates Corporation and Lincoln Investment. Capital Analysts serves both retail and institutional clients, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors. The firm manages investments both discretionarily and non-discretionarily, utilizing a proprietary mutual-fund screening process and maintaining institutional relationships that support a range of financial products and services.

Scott Tanker is a financial advisor with Blackridge Asset Management, LLC, holding the ChFC® designation and Series 63 license. He has 33 years of experience in the industry, including roles at Next Financial Group Inc and Walnut Street Securities, Inc. Outside of advising, he owns Tanker Consulting Services, where he consults on merchant services, and he is involved in insurance sales and pension plan consulting with a focus on 401(k) plans. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management through a multi-advisor network and utilizes an affiliated asset management platform alongside third-party providers.

Ryan Crooks is a financial advisor at Roffman Miller Associates Inc with 17 years of industry experience. He has been with Roffman Miller since 2007 and holds the Series 63 and Series 65 designations. Roffman Miller provides discretionary portfolio management and financial planning 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 process focused on long-term objectives, diversification, and fundamental research.

Stephen Mc Entee is a financial advisor at Capital Analysts with four years of industry experience. He holds a Series 66 credential and has previously worked at Lincoln Investment, Milestone Wealth Management, and QPSI. Capital Analysts serves a mix of retail and institutional clients, including high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.