David Lafferty is a CFP® with 24 years of industry experience, currently serving at Wescott Financial Advisory Group LLC since 2000. He holds Series 63 and Series 65 licenses and is based in Philadelphia, PA. Wescott Financial Advisory Group 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.

Anthony Aulffo is a CFP® with 16 years of industry experience, currently serving as an advisor at Wealthcare Advisory Partners LLC. His prior experience includes roles at Private Advisor Group, LPL Financial, Taylor Capital Management, Retirement Wealth Advisors, Mass Mutual Investors Services, and MSI Financial Services. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that combines patented Wealthcare software with behavioral economics, using a mix of quantitative metrics, fundamental and technical analysis, passive and active investments, and dynamic rebalancing.

Charles King is a financial advisor with 25 years of industry experience, currently with 1919 Investment Counsel, LLC. He holds the Series 63 and Series 65 designations and has worked at Legg Mason Investment Counsel, LLC since 2005. 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 centered on liquid mid- and large-cap equities and investment-grade fixed income, utilizing proprietary and third-party research supported by AI and machine learning.

Robert Schneider is a financial advisor with Bryn Mawr Trust Advisors, LLC in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include nearly two decades at Conservest Capital Advisors, Inc., a year at United Capital Financial Advisers (a Goldman Sachs company), and seven years with Bryn Mawr Capital Management. Bryn Mawr Trust Advisors, LLC is a bank-affiliated, SEC-registered investment adviser that provides discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, and institutional clients. The firm employs a proprietary multi-asset investment approach and collaborates with WSFS Bank and other financial entities in co-advisory and sub-advisory arrangements.

David Gehring is a CFP® professional with 17 years of experience in financial advisory services at MyCIO Wealth Partners, LLC in Philadelphia, PA. He holds a Series 66 license and has been with MyCIO Wealth Partners since 2009. MyCIO Wealth Partners serves high-net-worth individuals, trusts, estates, and institutional clients, offering a range of investment advisory and planning services. The firm emphasizes non-discretionary portfolio management and provides access to diverse investment vehicles, including private pooled funds and alternative investments.

Joseph Biegaj is a financial advisor at CORDA Investment Management, LLC with two years of industry experience. He holds a Series 65 credential and previously worked at Green Expert Technology and General Dynamics Electric Boat. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for about 1,359 clients. The firm offers discretionary portfolio management and integrated financial planning to individuals and pension consulting/ERISA plan services, employing customized portfolios that include a variety of trading and investment strategies.

Robert Shaw is a CFP® and CFA® at MyCIO Wealth Partners, LLC in Philadelphia, with 25 years of industry experience. He has been with MyCIO since 2005. MyCIO Wealth Partners advises high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm focuses on recommending and monitoring allocations across various investment vehicles and sponsors multiple affiliated private pooled investment funds.

Seamus Obrien is a financial advisor with Summit Wealth Group in Havertown, PA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at SEI Investments Management Corp., Pershing Advisor Solutions LLC, BNY Mellon Advisors, Inc., and Brinker Capital Inc. Summit Wealth Group is a multi-team registered investment adviser with approximately 39 advisors managing about $2.3 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, offering integrated wealth management services including investment management, financial planning, retirement-plan advisory, family office support, and tax services.

Andrew Wilt is a financial advisor with Capital Analysts in Marlton, NJ, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Lincoln Investment since 2015 and has served in a role at Villanova University since 2001. Outside of his primary positions, Wilt is involved in financial planning activities through Heritage Advisory Group. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a network of independent advisors and firm-managed programs, utilizing both discretionary and non-discretionary investment approaches supported by proprietary research and institutional relationships.

Andrew Shamy is a financial advisor at Stratos Wealth Advisors LLC with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at TIAA and TIAA-CREF from 2011 to 2020. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through multiple teams. The firm offers financial planning, portfolio management, and access to third-party managers, delivering customized investment solutions primarily through its network of investment advisory representatives.

Erik Hickman is a financial advisor with Bryn Mawr Trust Advisors, LLC, holding a Series 65 credential and bringing 15 years of industry experience. He has worked at Bryn Mawr Capital Management since 2016 and previously at West Capital Management, Inc. from 2011 to 2017. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation, offering discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, and institutional clients. The firm employs a multi-asset investment approach combining strategic asset allocation with active and passive managers and uses proprietary solutions alongside third-party platforms to serve a diverse client base.

Anna Sadowski is a financial advisor with MyCIO Wealth Partners, LLC, holding a Series 65 credential and starting her advisory career in 2024. Her prior experience includes roles at Temple University, PNC Financial Services, and various positions outside the financial industry. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals and institutions, focusing on non-discretionary portfolio management and a diverse range of investment vehicles including private funds and alternative investments.

Christopher Bryan is a financial advisor at Pine Valley Investments with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Equity Services Inc. and Creative Planning Institutional Advisors, LLC. Outside of his advisory role, Bryan is involved in community activities such as volunteering with youth programs at Ridley Park Presbyterian Church and serving in leadership and coaching roles with Ridley United Soccer Club. He is also a managing member of Knockerball Philadelphia, LLC. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individual, high-net-worth, and institutional clients. The firm employs a range of investment strategies, including use of model portfolios and various trading techniques, and also manages affiliated private funds while serving as a sub-advisor to other advisers.

Wendy Ellis is a financial advisor with Wescott Financial Advisory Group LLC and holds a Series 66 designation. She has 12 years of industry experience, including prior roles at Specific Solutions, Raymond James Financial Services Advisors, and Fulton Financial Advisors. She is based in Philadelphia, PA. Wescott Financial Advisory Group serves individual clients, family offices, charitable organizations, and retirement plans, offering wealth management, financial planning, and trust services. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies, with an emphasis on tax-sensitive portfolio construction.

Anthony Vasile is a financial advisor at Pine Valley Investments with eight years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and Girard Advisory Services. He is based in Marlton, NJ. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individual and high-net-worth clients, pension plans, charitable organizations, and corporations. The firm uses a range of analytical approaches and strategies, including long- and short-term trading, options, and structured notes, and serves as adviser to pooled investment vehicles and affiliated private funds.

Sony Mathew is a financial advisor at Bryn Mawr Trust Advisors, LLC with seven years of industry experience. He has held roles at Bryn Mawr Trust Advisors since 2018 and previously worked at The Vanguard Group. His background also includes academic positions related to the Lafayette College Writing Program. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser affiliated with WSFS Financial Corporation that provides discretionary investment management, financial planning, and fiduciary services to a range of clients, including high-net-worth individuals and institutions. The firm combines proprietary multi-asset solutions with strategic and tactical asset allocation, utilizing both active and passive managers alongside alternative platforms and option strategies.

Rob Roy Mc Lallen IV is a Series 65-licensed financial advisor with six years of industry experience. He has worked at MyCIO Wealth Partners since 2019 and previously held positions at The Wiley Group and Kelly and Associates. His background includes roles at Haverford College and Lacrosse Unlimited. 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 offers both discretionary and non-discretionary portfolio management and financial planning, with a focus on recommending and monitoring allocations across a broad range of investment vehicles.

Earl Miller is a financial advisor at Roffman Miller Associates Inc with 14 years of industry experience. He holds the Series 66 designation and has worked at Roffman Miller since 2018. Prior to that, he was affiliated with MainLine Securities LLC, Mainline Private Wealth LLC, and Mainline Investment Partners LLC from 2014 to 2018. Roffman Miller 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 about 1,560 client relationships, using a committee-based investment process focused on long-term objectives, diversification, and fundamental research.

Robert Miller is a financial advisor at Roffman Miller Associates Inc with 34 years of industry experience. He has worked at Roffman Miller Associates since 1990. 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 process to tailor asset allocation with an emphasis on long-term objectives, diversification, and fundamental research.

Steven Dunn is a financial advisor with Bryn Mawr Trust Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at Commonwealth Financial Network and WSFS Bank. He is also involved in fixed insurance sales related to investments. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and wholly owned subsidiary of WSFS Financial Corporation that provides discretionary investment management, financial planning, and retirement-plan fiduciary services to a diverse client base, including high-net-worth individuals, trusts, corporations, and institutional clients. The firm employs a proprietary multi-asset investment approach and operates a co-advisory arrangement with WSFS Bank.