Jawan Mc Allister is a financial advisor with McAdam LLC, holding a Series 65 designation and six years of industry experience. He has been with McAdam LLC since 2019 and also serves as an assistant baseball coach for both St. Joseph's Preparatory School and the Anderson Monarchs. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting services. The firm manages client accounts primarily on a discretionary basis, utilizing a range of investment strategies including mutual funds, ETFs, direct indexing, private funds, and cryptocurrency exposure.

Devin Musser is a financial advisor at MyCIO Wealth Partners, LLC with two years of industry experience and holds a Series 65 designation. His prior experience includes roles at MyCIO Wealth Partners in different capacities, as well as work at Tommy's Tavern & Tap Restaurant and the University of Delaware. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm emphasizes non-discretionary portfolio management and offers access to a wide range of investment vehicles, including private pooled funds and alternative investments.

Joshua Feldschneider is a financial advisor at Pine Valley Investments with nine years of industry experience. He holds the Series 66 designation and has worked at Pine Valley since 2018. Prior to that, he was employed at Merrill Lynch from 2016 to 2018 and has also been associated with Bank of America since 2016. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm employs a range of analytical approaches and trading strategies under discretionary authority and serves both directly managed accounts and referred clients through Tri-Party Agreements.

Nicolette Seilus is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Continuum Advisory, LLC. Her prior experience includes roles at Triad Advisors LLC, The Vanguard Group, and West Virginia University. Outside of her advisory work, she has been involved with Puebla Foods INC/La Madera Bistro. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans with financial planning, consulting, and portfolio management services. The firm offers tailored investment solutions through a network of independent advisors and manages over $1.4 billion in assets.

John Walters is a CFP® professional with six years of industry experience, currently serving as an advisor at Bryn Mawr Trust Advisors, LLC. His prior roles include positions at Bryn Mawr Capital Management, The Vanguard Group, Inc., and Mass Mutual Investors Services. He holds a life and health insurance license in multiple states, maintained with no active hours devoted. 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 policy development and diversified portfolio management through a range of vehicles, including Independent Managers and ESG strategies, and serves as a sub-adviser to WSFS Bank’s Wealth division and other fiduciaries.

Chad Mc Queen is a financial advisor at Concurrent Investment Advisors, LLC with three years of industry experience. He holds the Series 66 designation and has worked at Merrill and The College of New Jersey, among other roles. He is also Vice President of Investments at Spectrum Wealth. Concurrent Investment Advisors provides wealth management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm serves over 10,000 clients with approximately $9.9 billion in assets under management, using a long-term investment approach with diversified portfolios.

Mark Weiner is a financial advisor at BC Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked with MAFG RIA Services, Inc. and Tristar Insurance Group. BC Advisors, LLC provides ongoing investment advisory services, portfolio analysis, and consolidated performance reporting to individuals, trusts, pension and profit-sharing plans, corporations, estates, and other entities. The firm employs fundamental analysis supplemented by charting and cyclical analysis and offers a broad range of investment strategies, including equities, options, fixed income, ETFs, private funds, and alternative investments.

Luis Sepulveda Jr. is a financial advisor at Bryn Mawr Trust Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at Valley National Advisers Inc and Chartwell Investment Partners. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation that offers discretionary investment management, financial planning, retirement-plan fiduciary services, and participant account management to individuals, institutions, and qualified plans. The firm utilizes a Proprietary Multi-Asset Solutions approach combining strategic asset allocation, tactical adjustments, and a mix of active and passive managers, serving a broad client base including high-net-worth individuals and institutional clients.

Peter Henson is a CFP® professional with eight years of experience in the financial services industry. He is currently with Wescott Financial Advisory Group LLC, where he has worked since 2024. His prior experience includes roles at Wells Fargo Advisors, Raymond James & Associates, Inc., and Lincoln Financial Group. Outside of his advisory career, he spent time working at DoorDash early in his professional history. Wescott Financial Advisory Group serves individual clients, family offices, charitable organizations, and retirement plans, offering wealth management, financial planning, trust services, and retirement plan consulting. The firm utilizes an open-architecture, multi-manager investment approach that combines passive and active strategies and emphasizes tax-sensitive portfolio construction.

Billie Aponte is a financial advisor at Sound Income Strategies, LLC with 15 years of industry experience. She holds the Series 65 and Series 63 designations and has previously worked at Newtown Wealth Management Inc. Aponte also operates Aponte Financial Services LLC, where she is involved in the sales of fixed insurance and fixed annuity products. Sound Income Strategies is a fee-based investment adviser serving individuals, high net worth clients, corporations, pension plans, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, portfolio customization, and provides services including asset management, financial planning, ERISA plan services, and ETF sub-advisory.

Angelica Andrews is a financial advisor at Ritholtz Wealth Management in Philadelphia, PA, holding Series 63 and Series 65 licenses with three years of industry experience. She previously worked at Tiedemann Advisors and The Vanguard Group, Inc. before joining her current firm. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process with diversified, low-cost ETFs and tactical overlays, and offers both advisor-led and digital platform services.

Steven Brettler is a financial advisor with Gladstone Wealth Partners in Mount Laurel, NJ, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Morgan Stanley and its Private Bank from 2009 to 2020 before joining Gladstone Wealth Partners and LPL Financial in 2020. Brettler also provides investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to individual and high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who utilize discretionary portfolio management, third-party managers, and model portfolios, and provide ongoing financial planning and consulting.

Robert Bap Wasko is a CFP® credentialed financial advisor with 12 years of industry experience. He has been with Wescott Financial Advisory Group LLC in Philadelphia, PA since 2016. Wescott Financial Advisory Group serves individual clients, family offices, charitable organizations, and retirement plans, providing wealth management, financial planning, trust services, and pension consulting. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies and emphasizes tax-sensitive portfolio construction.

Thomas Scorcia is a financial advisor at Saxony Capital Management, LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Brookstone Capital Management and Florida Financial Advisors. His background includes roles outside the advisory field, such as entrepreneurial and operational work prior to his advisory career. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors and employs diverse investment strategies, including discretionary asset management and third-party manager due diligence.

Gilbert Crews is a financial advisor at TIAA-CREF with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with TIAA-CREF since 2012. Based in Philadelphia, PA, his career includes over a decade at his current firm. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

David Spetgang is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Janney Montgomery Scott since 2016. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Kasseim Everett is a financial advisor at Janney Montgomery Scott with nine years of industry experience and holds a Series 66 designation. His work history includes multiple roles at Janney Montgomery Scott since 2018, as well as positions at Bank of America and Merrill. Janney Montgomery Scott LLC is a large integrated broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse range of clients, including individuals, families, trusts, estates, and institutional sponsors, offering brokerage, financial planning, consulting, and various advisory programs with both in-house and third-party portfolio management.

Stephanie Davidson is a financial advisor at Lincoln Investment with three years of industry experience. She holds the Series 66 designation and has worked at Lincoln Investment since 2023. Outside of her advisory role, she serves as a varsity cheerleading coach at Audubon High School. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of model portfolio programs managed through both strategic and tactical investment approaches.

Thomas Schulgen is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has five years of industry experience and has been involved with Haddon Agency LLC since 2009. Outside of his advisory role, he is a partner in Haddon Advisory Group, a non-investment-related partnership. United Planners serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors.

Joseph Johnston is a financial advisor with Lincoln Investment in Marlton, NJ, holding a Series 66 designation and 13 years of industry experience. He has been with Lincoln Investment Planning since 2014. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a specialized focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, advisor- and firm-managed model portfolios, and both discretionary and non-discretionary investment programs.