Christopher Williams is a CFP® and holds a Series 65 license with six years of industry experience. He is currently with Bryn Mawr Trust Advisors, LLC and has previously worked at Bryn Mawr Capital Management, Affinity Wealth Management LLC, Wilmington Trust, and BNY Mellon. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other business entities. The firm offers customized investment strategies using a combination of independent managers, mutual funds, ETFs, proprietary accounts, and third-party private fund platforms, including ESG options.

Samuel Good is a financial advisor with Bryn Mawr Trust Advisors, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Bryn Mawr Capital Management in 2024, he worked at ACNB Bank and held various roles including a decade-long position with the Gettysburg Area School District. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and subsidiary of WSFS Financial Corporation that offers discretionary investment management, financial planning, and fiduciary services to individuals, trusts, foundations, corporations, and institutional clients. The firm employs a proprietary multi-asset investment approach combining strategic allocation, tactical adjustments, and a mix of active and passive managers, serving a broad client base including high-net-worth individuals.

Steven Perlman is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has worked at Wealthcare Advisory Partners and LPL Financial since 2018 and previously spent 11 years with both MML Investors Services, Inc. and MassMutual Life Insurance Company. Perlman is also involved in non-variable insurance through Delval Senior Advisors. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets with a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm utilizes a goals-based planning approach supported by proprietary software and applies an evidence-based investment framework incorporating behavioral economics to build long-term portfolios across multiple asset classes.

Daniel Mccarthy is a CFP®-certified financial advisor with 12 years of industry experience. He has been with Wealthcare Advisory Partners LLC and affiliated LPL Financial since 2016. 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 goals-based planning supported by patented software with an evidence-based investment approach that includes proprietary quantitative measures and access to alternative investment platforms.

Michael Reynolds Jr. is a CFP® and Series 66-registered financial advisor with eight years of industry experience. He has been with Janney Montgomery Scott since 2017, including his current role since 2025. Prior to joining Janney, he worked at the University of Delaware Recreation Services from 2015 to 2017. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs through both in-house and third-party portfolio management.

Vincent Crognale is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Janney Montgomery Scott since 2014. Outside of his advisory role, he serves as treasurer for Trident Investment Partners and is a partner involved in financial reviews. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services through multiple portfolio management programs.

Stuart Ettingoff is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He operates Ettingoff Wealth Management, LLC as an additional business activity. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Bruce Lord Jr. is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank. He serves as an elected School Board Director for the Springfield School District in Pennsylvania. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services.

Denise Schatz is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and two years of industry experience. Her work history includes roles at Commonwealth Financial Network and Independence Wealth Services, as well as entrepreneurial experience with Aunt Mamie's Italian Specialties and Denise LaRue Coaching. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a broad adviser-support platform with access to both proprietary and third-party investment solutions, retirement and plan consulting, and custody/clearing services.

Daniel Flamma is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Media, PA, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. He has worked at Equity Services since 2017 and previously held roles at National Life Group and Wells Fargo Advisors. Outside of his advisory work, he serves as treasurer for the Shadowbrook Home Owners Association and is a board member and boys' field coordinator for a local lacrosse league. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently employs third-party asset managers and model portfolios, and manages both discretionary and non-discretionary accounts.

Elvis Phillips is a financial advisor at Voya Financial Advisors, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley, Bank of America, and Citizens Bank. Voya Financial Advisors serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through various program structures, with a significant focus on non-discretionary, recommendation-based advisory services.

David Small is a financial advisor with Ameritas Advisory Services, LLC who holds a Series 63 designation and has 36 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has also worked with Ameritas Life Insurance Corp and Ameritas Investment Corp since 2003. Outside of his advisory role, he is licensed as an independent insurance agent and is a joint owner of a vacation rental property in the Dominican Republic. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies, serving clients on both discretionary and non-discretionary bases.

Joseph Bruno is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He worked at Nationwide and Nationwide Securities, LLC for 12 years before joining Integrity Alliance in 2020. Outside of his main advisory role, Bruno owns and operates Bruno Financial Services LLC, providing securities and insurance services. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans through a large network of independent advisors managing approximately $5.4 billion in assets. The firm offers a range of portfolio management and financial planning solutions utilizing discretionary accounts, model portfolios, and third-party sub-advisers, with multiple operational features including dual registration as both an SEC-registered investment adviser and a broker-dealer.

Salvatore Lauri is a financial advisor with Integrity Alliance, LLC in Springfield, PA, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. His prior roles include seven years at Western & Southern Life and W&S Brokerage Services, and shorter tenures at Edward Jones and Mass Mutual. He is also a full-time staff manager at Western & Southern Life. Integrity Alliance serves a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm operates as a large advisor network offering portfolio management, financial planning, and a range of investment programs through advisor-managed accounts, model portfolios, and third-party sub-advisers.

Shane Martin is a financial advisor with Empower Advisory Group holding Series 63 and Series 65 licenses, and has six years of industry experience. His prior work includes roles at Thrivent Financial, Transamerica Financial Advisors, and United Financial Service. Outside of advising, he works as an independent contractor runner for Rock Lititz, supporting production teams in a music tour stage construction facility. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s integrated model emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, offering both point-in-time financial plans and optional managed account solutions.

Thomas Kinslow is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including long-term roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He is also co-owner of Delian Capital, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a wide range of adviser support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Bryan Mcnamara is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at WSFS Wealth Investments, Commonwealth Financial Network, and Valic Financial Advisors. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation through portfolios managed by both affiliated and third-party sub-managers.

John Kernicky is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds a Series 66 designation and has worked at Janney since 2018. Prior to that, he was with Merrill and Bank of America, N.A. from 2011 to 2018. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house portfolio management and third-party managers.

Kevin Logan is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at PNC Wealth Management. His work history includes roles at Lincoln Investment, Capital Analysts, Hartford Funds Management Company, and Financial Engines Advisors. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and third-party-managed portfolios primarily composed of mutual funds and ETFs.

Mikayla Lewis is a financial advisor at Janney Montgomery Scott with a Series 66 designation and over four years of professional experience across healthcare, corporate services, and financial sectors. She has been with Janney Montgomery Scott since 2024. Janney Montgomery Scott LLC is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.