Erik Hickman is a financial advisor at Bryn Mawr Trust Advisors, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Bryn Mawr Capital Management since 2016, following seven years at West Capital Management, Inc. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management to a range of clients including individuals, trusts, retirement plans, and corporations. The firm employs customized investment policies and diversified portfolios using independent managers, mutual funds, ETFs, and private fund platforms, and maintains co-advisory relationships with WSFS Bank and other trust companies.

Christopher Bryan is a financial advisor with Pine Valley Investments, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Pine Valley Investments since 2018 and has concurrent roles with Union Benefits Group, LLC and National Life Group dating back to 2010. Outside of his advisory work, Bryan is involved in community activities including youth leadership and coaching roles with Ridley Park Presbyterian Church and Ridley United Soccer Club, as well as managing Knockerball Philadelphia, LLC. Pine Valley Investments provides discretionary portfolio management, pension consulting, and related advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm customizes portfolios using fundamental, technical, and quantitative analysis, offering both long-term and short-term strategies, and serves other advisers through tri-party and subadvisory arrangements.

Bryan Kee is a financial advisor at Capital Analysts with four years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Investment. Prior to his advisory career, he was employed at UPS and attended Drexel University. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm uses an in-house Investment Management & Research team to drive portfolio decisions and offers both discretionary and non-discretionary management through various programs.

Wendy Ellis is a financial advisor at Wescott Financial Advisory Group LLC with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Specific Solutions, Raymond James Financial Services Advisors Inc., and Fulton Financial Advisors. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, and corporate pension plans. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies with a tax-sensitive, disciplined process.

Anthony Vasile is a financial advisor at Pine Valley Investments with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Delaware Back Pain and Rehabilitation Associates. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses fundamental, technical, and quantitative analysis to tailor portfolios and also serves other advisers through tri-party agreements and subadvisory arrangements.

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.

David Friedman is a financial advisor with Capital Analysts, holding a Series 66 designation and 27 years of industry experience. His career includes roles at MetLife Securities, Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, Lincoln Investment, and Capital Analysts. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team and proprietary screening tools, with a focus on customizable portfolio options and fiduciary responsibility.

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 15 years of industry experience. His career includes roles at CommonWealth Financial Network and WSFS Bank. He is also involved in fixed insurance sales related to investments. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management to a range of clients including individuals, trusts, retirement plans, and corporations. The firm offers customized investment strategies using diversified portfolios and serves as a sub-adviser to WSFS Bank’s Wealth division and other advisers.

Ralph Schneider is a Series 63–licensed advisor with Capital Analysts, based in Jenkintown, PA, and has 33 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1992. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs and offers access to third-party managers, supported by an in-house investment management and research team.

David Enos is a financial advisor at Capital Analysts with three years of industry experience. He holds the Series 66 designation and has worked at both Capital Analysts and Lincoln Investment since 2023. Outside of his advisory roles, Enos has experience in the brewing industry, having been involved with Yards Brewing Company since 2017 and previously with Schulson Collective. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs an in-house investment management team that oversees discretionary model portfolios and offers customized advisory solutions through a variety of programs.

James Ward is a financial advisor at BCG Securities, Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and LPL Financial LLC. Outside of his advisory role, he works as a delivery driver for Uber and Amazon Flex. BCG Securities serves institutional retirement plans and individual clients with accounts typically above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm focuses on developing written investment policy statements and tailoring recommendations to client goals, often implementing advice on a non-discretionary basis.

Jacob Hille is a financial advisor at MyCIO Wealth Partners, LLC, holding a Series 65 credential with one year of industry experience. His background includes roles outside finance such as work at Instacart, DoorDash, and community positions related to Franklin & Marshall College and local schools. MyCIO Wealth Partners provides advisory and planning services to high-net-worth individuals, trusts, pension plans, and charitable organizations. The firm emphasizes non-discretionary portfolio management and offers a range of investment options including mutual funds, private funds, and alternative investments.

Sean Coyle is a financial advisor at Main Street Financial Solutions, LLC with two years of industry experience. He holds a Series 65 designation. Prior to joining Main Street Financial Solutions in 2023, he worked at CFGI from 2021 to 2023 and has experience at Temple University and the Baltimore Orioles. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers financial planning, investment management, and retirement plan consulting, using an academic-based, multi-asset class investment approach tailored to clients’ objectives and risk profiles.

Steven Paolini is an associate at The Ascent Group, LLC with 27 years of experience in the financial services industry. He holds Series 63 and Series 65 licenses and has previously worked with Osaic Wealth, Inc. and Triad Advisors. Paolini is also a founding board member and current Student Life Chairperson at Holy Cross Preparatory Academy. The Ascent Group is a registered investment adviser managing approximately $4.93 billion and serves over 3,500 clients through a team of four advisors. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and subadvisory services, utilizing a range of investment vehicles and specialized solutions.

Brandon Mcfadden is a financial advisor at Bryn Mawr Trust Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Truist Investment Services and BB&T Securities. Bryn Mawr Trust Advisors, LLC is a bank-affiliated SEC-registered investment adviser serving individuals, trusts, foundations, corporations, and institutional clients. The firm offers discretionary investment management and financial planning, using a multi-asset approach that combines strategic and tactical asset allocation with both active and passive managers.

Ryan Tyrell is a financial advisor with Prosperity - An EisnerAmper Company, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at CPA Financial Group, LLC, Commonwealth Financial Network, and EisnerAmper Wealth Management & Corporate Benefits, LLC. He is also president and sole owner of a private entity established to facilitate his fixed insurance business. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, managing about $5 billion in client assets through discretionary and non-discretionary strategies, often employing third-party independent managers and technology platforms.

Steven Tumminello is a financial advisor with BCG Securities, Inc. in Cherry Hill, NJ, holding Series 65 and Series 63 licenses with eight years of industry experience. His career includes roles at BCG Securities since 2019 and Horace Mann Companies since 2019, along with prior experience at McMahon Financial Advisors and Legend Financial Advisors. BCG Securities serves institutional retirement plans and individual clients, generally those with accounts above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes tailored recommendations based on written investment policy statements and regularly uses independent third-party managers to support both long- and short-term strategies.