William Dougherty is a financial advisor at Main Street Financial Solutions, LLC with 26 years of industry experience. He holds the CFP® and CFA® designations and previously worked at HARTFORD Funds Distributors, LLC for nine years. Outside of his advisory role, he is a 20% owner and partner in a real estate investment LLC, where he manages financial responsibilities. 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 focused on mutual funds and low-cost ETFs, complemented by the use of Independent Managers and alternative investment platforms, while also providing ERISA fiduciary consulting and institutional-level advisory services.

Hari Sharma is a financial advisor with Santander Securities LLC, holding a Series 66 license and bringing 23 years of industry experience. He has worked with Santander Securities and Santander Bank since 2016, and previously was with CCO Investment Services Corp from 2014 to 2016. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party investment managers and centralized client support.

Charles Posnecker is a CFP® and CFA® with seven years of industry experience, currently serving at Bryn Mawr Trust Advisors, LLC. His prior roles include positions at Bryn Mawr Capital Management, Cypress Capital Management, and Christiana Trust. He holds board and investment committee roles with the Delaware Community Foundation and Spotlight Delaware, participating in portfolio review and investment policy oversight. 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 using a range of investment vehicles, including ESG strategies through third-party providers, and maintains co-advisory relationships with WSFS Bank and other financial institutions.

Apris Walker is a financial advisor with Encompass More Asset Management LLC, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Encompass More in 2026, Walker worked at Vantage Financial and spent six years with Primerica Advisors. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm uses a combination of proprietary and third-party model-based strategies and offers access to private placements alongside traditional advisory programs.

Scott Holstein is a CFP® and PFS™ professional with 39 years of experience in the financial services industry. He has been with Vicus Capital, Inc. since 2011 and has prior experience at Cetera and American Brokerage Service. Holstein is also a non-practicing CPA. Vicus Capital, Inc. provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors, offering both discretionary and non-discretionary services. The firm employs a range of strategies including core-satellite, momentum, ESG, and tax-loss harvesting, and places particular emphasis on retirement-plan consulting and fiduciary services.

Jonathan Michewicz is a CFA® charterholder with 15 years of industry experience. He has been with MyCIO WEALTH PARTNERS, LLC since 2009. The firm provides investment advisory and planning services primarily to high-net-worth individuals, trusts, pension plans, and charitable organizations, offering both discretionary and non-discretionary portfolio management. MyCIO focuses on recommending and monitoring allocations across a range of investment vehicles, including alternative investments, and sponsors multiple affiliated private pooled funds.

Andre Harrielal is a financial advisor at Altitude Capital Management LLC with 10 years of industry experience. He holds the Series 65 and Series 66 designations and has previously worked at Brookstone Wealth Advisors, Whitney & Associates/Total Advisors, Snap Finance, Lyft, Heartland Payment Systems, and Merchant Lynx. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting with no account minimums. The firm employs an individualized investment approach based on client goals, risk tolerance, and time horizon, managing accounts primarily on a discretionary basis and recommending custodial relationships with independent custodians.

Timothy Tomalavage is a financial advisor at myCIO Wealth Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hirtle Callaghan & Co. LLC for eight years before joining myCIO in 2022. MyCIO Wealth Partners provides investment advisory and 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, financial planning, retirement plan consulting, tax preparation, and institutional Chief Investment Officer (CIO) services.

Kartik Aggarwal is a financial advisor with MyCIO WEALTH PARTNERS, LLC and holds a Series 65 designation. He has one year of industry experience and has previously worked at Agility Ventures and with Professor Viney Sawhney at Harvard University. 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, financial planning, and other services, focusing primarily on recommending and monitoring allocations for clients with a typical investible asset threshold of $1 million.

Logan Cruet is a financial advisor at Gladstone Wealth Partners with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial and Florida Financial Advisors. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing a variety of investment strategies including individual equities, bonds, mutual funds, ETFs, and alternative investments.

Jacob Bloom is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA. He holds the Series 65 designation and has been in the industry since 2025. His prior experience includes roles at Brown Brothers Harriman, JPMorgan Trust Co of Delaware, and Drexel University. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, estates, pension plans, and charitable organizations. The firm emphasizes non-discretionary portfolio management and offers access to a range of investment options including mutual funds, private funds, and alternative investments.

Jeffrey Garlatti is a financial advisor with BCG Securities, Inc. in Cherry Hill, NJ, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities LLC. He has been with BCG Securities and affiliated entities since 2018. BCG Securities serves institutional retirement plans and individual clients with accounts generally above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes written investment policy statements and tailored, non-discretionary advice, regularly utilizing independent third-party managers and multiple analytical approaches.

James Hutchinson is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Bryn Mawr Trust Advisors, LLC. He previously worked at PNC Bank for over two decades before joining Bryn Mawr Trust and its affiliated capital management firm. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation, providing discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, institutions, and qualified plans. The firm uses a proprietary multi-asset approach combining strategic and tactical asset allocation with a variety of investment vehicles, including active and passive managers and option strategies.

Brian Dobisch is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has previously worked at Concourse Financial Group Securities Inc for over two decades and has operated Dobisch Associates since 1989. In addition to his advisory role, he is also a licensed insurance agent selling life and health insurance. 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 through a network of investment adviser representatives. The firm utilizes model-based portfolio management and offers estate-planning support via an online platform.

Glenn Cohen is a financial advisor at Merit Financial Advisors with over 26 years of industry experience. He holds a Series 66 designation and has previously worked at Commonwealth Financial Network and HD Vest Advisory Services. In addition to his advisory role, he owns a CPA firm that provides accounting and tax services for businesses and individuals. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by an investment committee, while allowing advisors flexibility in portfolio management.

Andrew Gergatsoulis is a financial advisor at Aegis Capital Corp. with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America and Merrill. He is the owner of AG Capital Holdings LLC, an inactive investment account. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports clients with trade execution, clearing, custody, and reporting services.

William Stanley Jr. is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA, holding a Series 65 designation with 10 years of industry experience. He has been with MyCIO Wealth Partners since 2015. 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 a range of portfolio management and financial planning services, focusing primarily on non-discretionary asset management and sponsoring multiple affiliated private pooled investment vehicles.

Danielle Ives is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Great Valley Advisor Group and LPL Financial since 2015. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing both in-house strategies and third-party managers across various platforms.

David Barol is a CFP® and ChFC® with 32 years of industry experience. He is currently with CreativeOne Securities, LLC and has previously worked at Securities America Advisors, Questar Asset Management, and Lincoln Financial Advisors. Outside of his advisory work, he hosts the podcast "Bridge to Knowledge by David Barol" and is involved in book publishing through Bala House Publishing. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management and offers a variety of financial services including fiduciary retirement-plan support and access to third-party manager programs.

Joseph Hidalgo is a financial advisor with Creative Financial Designs, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, and has 23 years of industry experience. He has been with Creative Financial Designs since 2008 and also operates Hidalgo Financial Services and CFD Investments Inc. Additionally, he works as an independent insurance agent. Creative Financial Designs serves individual (including high-net-worth) clients, charitable organizations, corporate and business clients, and employer retirement plans with investment management and financial planning services. The firm’s investment approach includes asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.