Lisa Borrelli is a financial advisor at Bryn Mawr Trust Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has worked at Bryn Mawr Trust Advisors since 2019, following six years at BDO USA LLP. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation that provides discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, and institutional clients. The firm manages approximately $3.51 billion in regulatory assets and employs a combination of strategic asset allocation, tactical adjustments, active and passive management, and proprietary multi-asset solutions.

Stephen Biggin is a CFA® charterholder with three years of industry experience. He has worked at Bryn Mawr Trust Advisors since 2023 and previously held positions at Bryn Mawr Trust and Sei. 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 range of vehicles including Independent Managers, mutual funds, ETFs, and private fund platforms, and serves as a sub-adviser to WSFS Bank’s Wealth division and other advisory firms.

Nicholas Adornetto is a CFP® with 20 years of industry experience, currently serving at BCG Securities, Inc. since 2013. He holds a Series 63 designation and is based in Phoenixville, PA. Outside of his advisory role, he dedicates time to fixed insurance products, including life, health, disability, and annuities. BCG Securities offers portfolio management, financial planning, pension consulting, and wealth-management services to retirement plans and individual accounts. The firm employs a diverse investment process using fundamental, technical, and third-party manager analysis, managing accounts on both discretionary and non-discretionary bases.

Daniel Hochbaum is a CFA® charterholder with six years of experience at Sage Financial Group, Inc., and prior roles at Glenmede Trust and BlackRock. He has been with Sage Financial Group since 2020 and has a total of four years in the financial advisory industry. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors through discretionary and non-discretionary investment management and financial planning. The firm offers family office services and implements investment strategies based on fundamental analysis and long-term purchase orientation, including allocations to mutual funds, ETFs, and independent managers.

Mark Meseroll is a financial advisor at BCG Securities, Inc. with 17 years of industry experience. He holds the Series 63 and Series 65 credentials and has a background that includes roles at Horace Mann Companies and self-employment since 2007. Outside of his advisory work, he is involved as an insurance broker specializing in life, annuities, long-term care, and disability insurance. 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 uses a tailored, non-discretionary approach and regularly engages independent third-party managers while providing both retail and pension consulting through its affiliations with Horace Mann entities.

Gerard Guertin is a financial advisor with Roffman Miller Associates Inc in Philadelphia, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience, including roles at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2012, and has been with Roffman Miller Associates since 2016. Roffman Miller provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, managing approximately $2.9 billion across about 1,560 client relationships. The firm employs a committee-based investment process focused on long-term objectives, diversification, and fundamental research, primarily using individual stocks and bonds with selective use of mutual funds and ETFs.

Robert O'Reilly is a Series 66-licensed financial advisor with 20 years of industry experience. He has been with Great Valley Advisor Group, LLC since 2014 and is also affiliated with LPL Financial. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and uses a combination of in-house strategies and third-party managers, offering discretionary and non-discretionary investment management alongside financial planning and retirement-plan consulting.

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.

Kelly Crisci is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Since 2017, he has served as president of American Endeavor, Inc., an investment-related advisory and insurance services firm. Outside of his advisory role, Crisci is involved in managing marketing services for credit unions through Empowerfi and participates in non-investment activities such as bookkeeping and administrative roles for various business ventures. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, consulting, portfolio management, fiduciary services, and access to proprietary advisory platforms, combining project-based planning with ongoing asset management and utilizing both internal models and external money managers.

David Raymond is a financial advisor with Great Valley Advisor Group, LLC, holding the Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Great Valley Advisor Group since 2015 and also maintains a relationship with LPL Financial starting in 2014. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management along with financial planning and retirement-plan consulting, utilizing a blend of in-house strategies and third-party managers across various platforms.

Richard Callahan is a CFP® with 30 years of industry experience, currently affiliated with Great Valley Advisor Group, LLC. He has been with Great Valley Advisor Group since 2014 and has worked at LPL Financial Corporation since 2008. Outside of his advisory role, he is a co-owner of Callahan & Associates, PC, a CPA firm providing tax and accounting services. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers a range of services including discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing both in-house strategies and third-party platforms.

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.

Douglas Callan is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at XML Financial Group and XML Securities, where he has worked since 2022. Prior to that, he spent eight years with Wells Fargo Advisors Financial Network, LLC. XML Financial Group serves a broad retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm employs a multi-advisor team model and combines fundamental and technical analysis with third-party managers and an internal Investment Committee to tailor portfolios according to client objectives and risk tolerance.

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.

Francis Ciocari III is a financial advisor at Gladstone Wealth Partners with 28 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he is involved with IRON EDGE VC LLC, a non-investment related business. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap programs and third-party manager solutions, with investment approaches tailored at the representative level.

Elizabeth Gosek is a financial advisor with Great Valley Advisor Group, LLC, holding Series 65 and Series 63 credentials and possessing 18 years of industry experience. She has worked with Optimal Wealth Services and related entities since 2012 and has experience with Centaurus Financial. Outside of advisory work, she serves on the audit committee of the Polish Slavic Center, a nonprofit organization involved in community events. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, combining in-house strategies with third-party platforms and conducting regular due diligence on external advisers.

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.

Joseph Sarappo is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with LaSalle St. since 2021 and is also president of Sarappo's Pizza, a family-owned pizza restaurant business. Additionally, Sarappo serves as president and CEO of Retirement Planning Specialists, Inc., a registered investment advisor. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs and oversees a significant amount of non-discretionary assets, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options.