Steven Bachmann is an advisor with Wealthcare Advisory Partners LLC and holds a Series 66 designation. He has experience in roles including law enforcement and insurance consulting prior to entering the financial advisory field. Bachmann is also involved in community outreach through his work with the Morris County Sheriff's Office, assisting vulnerable populations via the Hope One program. Wealthcare Advisory Partners LLC offers 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 supported by proprietary software and quantitative metrics, combining both passive and active investment strategies and maintaining affiliations with multiple custodians and platforms.

Derek Stavarski is a financial advisor with McAdam LLC in Radnor, PA, holding Series 63 and Series 65 designations and eight years of industry experience. He has been with McAdam LLC and Purshe Kaplan Sterling Investments since 2016. McAdam advises a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm provides financial planning, investment management, and retirement plan consulting, managing portfolios through a combination of mutual funds, ETFs, individual securities, and alternative investments, with a focus on fundamental analysis and periodic reviews.

Robert Friedman is a financial advisor at Nations Financial Group, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is the owner of Viridity Wealth Management, through which he provides investment and advisory services. Nations Financial Group serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with a range of in-house model portfolios and access to third-party managers, employing various investment strategies to accommodate different risk profiles.

Christopher Travers is a financial advisor at Logan Capital Management, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Logan Capital since 2016, as well as prior experience at Quasar Distributors, LLC. Logan Capital Management is an SEC-registered investment adviser managing approximately $3.1 billion in assets with a 16-advisor team serving around 1,800 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services, combining top-down macroeconomic analysis with fundamental and technical approaches across equity and fixed-income strategies.

Anurati Patel is a financial advisor with Great Valley Advisor Group, LLC and holds Series 63 and Series 65 credentials. She has 36 years of industry experience and previously worked at firms including LPL Financial, Affirmative Wealth Partners, Hornor Townsend & Kent Inc, and Mass Mutual. She also maintains a non-variable insurance business and provides investment advisory services through Affirmative Wealth Partners. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a mix of in-house strategies and third-party managers with ongoing due diligence and portfolio oversight.

Edward D'entremont Jr. is a financial advisor at Nations Financial Group, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he is also an agent involved in the sales of life insurance, long-term care insurance, and annuities. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, employing proprietary model portfolios alongside outside managers to tailor strategies based on client objectives and risk tolerance.

Theodore Cohn is a financial advisor with Capital Analysts who holds the ChFC® designation and Series 63 and 65 licenses, bringing 47 years of industry experience. He has been with Capital Analysts since 2001 and also works with Lincoln Investment since 2012. In addition to his advisory role, he owns SUN Benefits, a business involved in insurance and group benefit sales, including fixed insurance products and group insurance. 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, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and in-house investment management.

William Corr is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes roles at Cadaret, Grant & Co., Inc. and M.S. Howells & Co. Outside of investment advising, he is involved in life insurance and fixed annuity sales. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts and estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework, utilizing proprietary tools and quantitative measures to construct long-term oriented portfolios that include a range of investment options and access to private placements.

Kirk Okumura is a ChFC® credentialed advisor with six years of industry experience, currently with Apella Wealth. He previously worked at The American College of Financial Services and Hoey Investments, Inc. Okumura also serves as an adjunct instructor and peer reviewer for academic content in the Financial Services Certified Professional program at The American College of Financial Services. Apella Wealth serves individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach, offering a range of solutions such as discretionary management, separately managed accounts, and automated advisory options.

James Spinelli is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked with LPL Financial since 2015 and has been associated with Great Valley Advisor Group, Inc. since 2014. Outside of advisory services, Spinelli owns Peng-Win LLC, a web design company. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers with ongoing portfolio oversight.

Don Avgerinos is a financial advisor at Sound Income Strategies, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Ellis Investment Partners, LLC and Spectrum Financial Group. Outside of his advisory role, he serves as president of Main Line Adult Financial Education, conducting educational workshops at colleges and universities. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets, serving individuals, pension plans, trusts, estates, corporations, and other advisers. The firm emphasizes fixed-income analysis combined with equity fundamental and technical review and offers a range of asset management, financial planning, and insurance planning services.

Martin Minder is a CFP® and ChFC® with 27 years of experience in the financial services industry. He is currently with Wealthcare Advisory Partners LLC, where he has worked since 2018, and has also been associated with LPL Financial since 2012. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based, client-centered planning approach with an evidence-based investment framework, utilizing proprietary quantitative measures and offering access to alternative and private placement investments.

Patrick Runyen is a CFP®, PFS™, and Series 65 credentialed advisor with 12 years of industry experience. He has worked at Modera Wealth Management, LLC since 2021 and previously spent six years with Independence Advisors, LLC. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios supplemented by independent managers, selective fund options, private placements, and optional ESG integration.

Julia Schweibenz is a Series 65-licensed advisor at McAdam LLC with six years at the firm and a total of five years of industry experience. Her prior work includes roles at Mario's Eastside Saloon, the University of Pittsburgh, and Weis Markets. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities with services including financial planning, investment management, and retirement plan consulting. The firm manages client accounts primarily on a discretionary basis, using fundamental analysis to tailor portfolios that incorporate a range of asset types from mutual funds to specialized investments such as private investment funds and cryptocurrency exposure.

Thomas Levy is a financial advisor at Great Valley Advisor Group, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Good Life Advisors, LLC, Private Advisor Group, LLC, LPL Financial, and Merrill. Outside of his advisory role, he has been involved in investment-related business activities including operating as an independent investment adviser through Good Life Advisors LLC. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting with an emphasis on individualized portfolio construction and ongoing oversight using a combination of in-house strategies and third-party managers.

Chase Candeub is a financial advisor at McAdam LLC with a Series 65 designation and one year of industry experience. Prior to joining McAdam LLC in 2026, he worked at McAdam Financial and holds a five-year work history at the University of Pittsburgh. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages client assets on a discretionary basis across a diversified range of investments and offers specialized products such as direct indexing and cryptocurrency exposure.

Robert Schmauk is a financial advisor at Great Valley Advisor Group, LLC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Great Valley Advisor Group and LPL Financial since 2014. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals—including high-net-worth clients—retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and ongoing oversight, utilizing a combination of in-house strategies and third-party managers across various platforms.

William Suplee IV is a CFP®, CFA®, and ChFC® with 22 years of experience in financial advising. He has worked at Apella Capital, LLC since 2022 and previously spent 19 years at Structured Asset Management, Inc. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a largely model-driven, quantitative investment approach and integrates technology and third-party managers to deliver discretionary and non-discretionary management, financial planning, and specialized portfolio solutions.

Adam Rieger is a CFA® charterholder at Bryn Mawr Trust Advisors, LLC with three years of industry experience. Prior to joining Bryn Mawr Trust Advisors in 2023, he spent 24 years at Friess Associates of Delaware. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and subsidiary of WSFS Financial Corporation that provides discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, institutions, and qualified plans. The firm employs a proprietary multi-asset approach combining strategic and tactical asset allocation, using both active and passive managers, and operates within a bank-affiliated, co-advisory structure.

Caitlin Heery is a CFP® with seven years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. She previously worked at The Mahoney Group of Raymond James and GM Advisory Group. Outside of her advisory role, she is authorized on the bank accounts of a small business owned by her husband. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios of mutual funds, ETFs, debt securities, and equities, supplemented by independent managers and selective private-placement opportunities.