Kaley Ryan is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA, holding a Series 65 designation with two years of industry experience. Her prior roles include positions at Artcraft and Muhlenberg College. MyCIO Wealth Partners serves high-net-worth individuals, trusts, estates, pension plans, and charitable organizations, providing a range of advisory services including portfolio management, financial planning, and retirement consulting. The firm focuses primarily on non-discretionary portfolio recommendations and offers access to diverse investment vehicles, including alternative investments and affiliated private pooled funds.

Triinu Barclay is a financial advisor at Continuum Advisory, LLC with a Series 65 designation and no prior industry experience. Before joining Continuum, she worked at Rassler Financial and Berkshire Hathaway Fox & Roach among other roles. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management services to individuals—including high-net-worth clients—and institutional clients such as pension and profit-sharing plans. The firm uses a range of investment vehicles and offers integrated professional services through its multi-team structure.

Jack Cassidy is a financial advisor at SAX Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 credential and has worked primarily with SAX Wealth Advisors since 2019, with a brief tenure at JP Morgan Chase in 2022. Outside of his financial advisory career, he worked for the Borough of Lincoln Park from 2016 to 2020. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based asset allocation strategy using low-cost, passive mutual funds and ETFs, supplemented by customized fixed-income ladders, third-party sub-advisers, and specialized advisory services including alternative investments and employee benefit plan consulting.

Anthony Pena is a financial advisor at Belpointe Asset Management LLC with a Series 65 credential. He has professional experience spanning roles in real estate and faith-based community outreach prior to his current advisory position. Pena has worked as a real estate agent with Better Homes & Gardens Real Estate and participates in voting on resource distributions for missionaries through the Baptist Resource Network. Belpointe Asset Management serves a wide range of clients, including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and consulting services, utilizing customized portfolios and a mix of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Kevin Quinn is a financial advisor with Wedbush Securities Inc. in Radnor, PA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Wedbush since 2020, following positions at Wells Fargo Clearing and Wells Fargo Advisors. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered investment advisory services across multiple asset classes. The firm combines broker-dealer functions with capital markets, custody, clearing, and prime services, managing approximately $5.68 billion in regulatory assets.

James White Jr. is a financial advisor at Elm Wealth with eight years of industry experience. He holds a Series 65 designation and has worked at Elm Partners Management LLC since 2017, following a nine-year tenure at PAC Partners. Elm Wealth manages approximately $3 billion in discretionary assets, providing advisory services across a range of clients including pooled investment vehicles, an exchange-traded fund, private and offshore funds, and high-net-worth individuals. The firm employs a rules-based, dynamic asset-allocation strategy utilizing low-cost mutual funds and ETFs and is notable for managing diverse vehicle types including ETFs, private funds, and bespoke managed accounts.

Christopher Nagel is a CFA® charterholder with six years of experience at HBKS Wealth Advisors and five years in the financial industry, including prior roles at BNY Mellon. He is based in Conshohocken, PA. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients with personalized investment management, financial planning, and pension consulting. The firm employs a broad range of strategies and offers tailored portfolio management, including specialized services for high-net-worth clients through its Level 3 brand.

Rebekah La Corte is a financial advisor at HBKS Wealth Advisors with five years of industry experience. She holds a Series 65 designation and has worked at HBKS since 2017, following five years at Locust Capital Management. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, offering investment management, financial planning, and pension consulting. The firm provides tailored portfolios through various strategies and platforms, including discretionary management and a range of investment options such as fixed income and alternatives.

Kevin Cooke is a CFP® professional at Roffman Miller Associates Inc with 16 years of industry experience. He has been with Roffman Miller since 2014. Roffman Miller provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a committee-based investment process focused on long-term objectives, diversification, and fundamental research, managing approximately $2.9 billion across about 1,560 client relationships.

Anita Sopenoff is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her prior roles include positions at Securities America Advisors, Sagepoint Financial, and American General Securities. Outside of her advisory work, she sells life and long-term care insurance through her own business, AMS Financial Group, and participates in the Philadelphia Securities Association. Silver Oak Securities serves individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers personalized portfolio management, unified managed account programs, and financial planning, delivering investment advice primarily on a discretionary basis through a network of over 100 financial professionals.

Frank Violante is a financial advisor with Capital Analysts in Marlton, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Lincoln Investment since 2018 and Wells Fargo Clearing and Wells Fargo Advisors LLC from 2010 to 2016. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and custom portfolios, with investment decisions guided by an in-house Investment Management & Research team using proprietary tools.

Magdalena Dobrowolska is a financial advisor at Bryn Mawr Trust Advisors, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at Bryn Mawr Capital Management, WSFS, Wealth Enhancement Group, and CMG Capital Management Group. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, and corporations. The firm utilizes diversified portfolios with Independent Managers, mutual funds, ETFs, and private fund platforms, and offers both discretionary and non-discretionary portfolio management.

Danajette Kurtz is a financial advisor at Wedbush Securities Inc. with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across various asset classes and capital markets functions. The firm manages approximately $5.68 billion in regulatory assets and combines broker-dealer services with clearing, custody, and prime services related to commodities and derivatives.

Majid Kureshi is a financial advisor at BFC Planning, Inc. with 10 years of industry experience. He holds a Series 66 designation and has been with BFC Planning and Berthel Fisher & Company Financial Services since 2015. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, and trusts. The firm provides financial planning, portfolio management, and access to various investment platforms through a network of approximately 200 advisers.

Thomas Keefer is a financial advisor at Bryn Mawr Trust Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at PNC Investments, Commonwealth Financial Network, WSFS Wealth Investments, and PayPal. Keefer also spends part of his time involved in fixed insurance sales conducted at his branch location. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser serving individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm offers discretionary investment management and financial planning, employing a proprietary multi-asset investment approach that integrates strategic asset allocation, tactical adjustments, and a mix of active and passive managers.

Mark Bradford is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Bryn Mawr Trust Advisors, LLC. His prior roles include positions at Bryn Mawr Trust and PNC Bank, where he held various investment-related responsibilities over an 18-year period. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser affiliated with WSFS Financial Corporation, providing discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, and institutional clients. The firm utilizes customized investment policy statements through its Proprietary Multi-Asset Solutions, combining strategic asset allocation with both active and passive management approaches.

Scott Higgins is a financial advisor at Mutual of Omaha Investor Services, Inc. with 10 years of industry experience. He holds Series 65 and Series 63 credentials and has worked with Mutual of Omaha since 2015, including roles in insurance and wealth management. Outside of advisory services, he is also licensed as an insurance agent specializing in life and fixed annuities, accident and health, Medicare Advantage, and prescription drug coverage. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of financial planning and managed account programs. The firm utilizes platform relationships with Envestnet and Pershing, delivering solutions that include third-party money manager relationships and retirement plan consulting.

Richard Volpe is a CFP® and ChFC® with 34 years of industry experience. He is currently with Wescott Financial Advisory Group LLC, where he has worked since 2022, following a long tenure at Asset Planning Services, Ltd. He serves as President and a board member of Anterian Holdings, Ltd., a holding company formed after the sale of Asset Planning Services’ client asset management contracts to Wescott. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies with a tax-sensitive, disciplined process.

Francis Lapowsky is a financial advisor with Main Street Financial Solutions, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America and Merrill. Main Street Financial Solutions serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, offering financial planning, investment management, and retirement plan consulting. The firm employs an academic-based, multi-asset class investment approach, combining passive and active strategies while providing ERISA fiduciary consulting and institutional advisor-facing services.

Ross Cohn is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Sage Financial Group Inc. since 2021 and previously held roles at UBS Financial Services, PitchBook Data Inc., the National Basketball Association, and the Philadelphia 76ers. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors, offering both discretionary and non-discretionary investment management and financial planning. The firm’s investment approach is based on fundamental analysis and a long-term purchase orientation, with services that include family office support and management of affiliated private pooled real-estate funds.