Benjamin Kollender is a financial advisor at XML Financial Group with one year of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory career, he has been involved in youth sports organizations, including Philadelphia Athletics Youth Sports and Philadelphia Prime Baseball. XML Financial Group provides investment management, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates through a multi-advisor team model and combines fundamental and technical analysis with third-party managers and an internal Investment Committee to tailor portfolios to client objectives.

Jonathan Huang is a financial advisor at MyCIO Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at firms including Rede Partners (Americas) LLC, Eden Global Partners, ICONIQ Capital, and Glenmede Trust Company, N.A. Huang also has a background in education and the arts, having been affiliated with the University of Pennsylvania, Pingry School, and The Juilliard School. MyCIO Wealth Partners provides investment advisory and planning services 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 mutual funds, private investment funds, and alternative investments.

Kurtis Stroemel is a financial advisor at Realta Investment Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 registrations and has worked with Realta Investment Advisors since 2008. Outside of investment advisory, he serves as president of HR&S Financial Services, LLC, where he oversees insurance sales, and holds several nonprofit treasurer roles, including at the Camden County College Foundation and the Voorhees Township Police Foundation. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice through advisor interviews and typically implements diversified portfolios using mutual funds, ETFs, equities, fixed income, and alternatives, with access to multiple management platforms and third-party managers.

Larry Sfinas is a financial advisor with Secure Asset Management, L.L.C. and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 55 years of industry experience and has previously worked at firms including MML Investors Services LLC, Mass Mutual Life Insurance Company, and Securities America, Inc. Outside of his advisory role, he is CEO and salesman of Guardian Academy & Indoor Range, Inc., a gun range and training facility. Secure Asset Management, LLC primarily serves individual clients with personalized financial planning and discretionary investment management, in addition to providing pension consulting for retirement plans. The firm uses a mix of fundamental, technical, and cyclical analysis across various asset classes and often exercises discretionary trading authority, focusing on individual and plan-level consulting rather than traditional corporate clients.

Ryan Soehnel is a financial advisor at myCIO Wealth Partners, LLC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at the Wilmington Country Club and educational positions at the University of Delaware and local schools. 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 offers discretionary and non-discretionary portfolio management and financial planning, with a focus on recommending and monitoring allocations across a range of investment vehicles.

Robert Donnelly is a ChFC® credentialed financial advisor with 37 years of industry experience. He is currently with Kovack Advisors, Inc. and has held roles at Alpha Advisors Alliance, LLC, Woodbury Financial Services, Inc., Questar Asset Management, Questar Capital Corporation, and ProEquities, Inc. Outside of his advisory work, he serves as vice president of the Southhampton Business Association, engaging in local business networking. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, and financial institutions. The firm offers discretionary and non-discretionary asset management with an emphasis on diversified asset-class exposure through mutual funds, ETFs, and other vehicles tailored to client objectives.

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.

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.

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.

Robert Savino is a financial advisor at Apollon Wealth Management, LLC with 39 years of industry experience. He holds the ChFC®, Series 63, and Series 66 credentials. His work history includes roles at Apollon Wealth Management since 2021, Purshe Kaplan Sterling Investments since 2021, Prism Advisory Group, LLC since 2009, and prior experience with Frontier Solutions, LLC and Thomas McDonald Partners LLC. He is a managing member of Prism Advisory Group, LLC, providing investment advice and financial planning. Apollon Wealth Management, LLC is a multi-team SEC-registered adviser serving individuals, high-net-worth clients, families, businesses, trusts, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, employing a combination of centrally managed strategies and locally managed portfolios tailored through various investment vehicles and specialized solutions.

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.

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.

Marne De Santis is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. Prior to joining Lincoln Investment in 2019, she worked at Rice Financial Products Company, CV Brokerage, Valdes & Moreno, Bluestone Capital Management, and Dautrich Seiler Financial Services. 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 managed portfolio programs, employing both strategic and tactical investment approaches overseen by an investment management and research team.

Jordan Alexander is a financial advisor with Rockefeller Financial LLC and Rockefeller Capital Management, holding a Series 66 designation and seven years of industry experience. Prior to joining Rockefeller in 2022, he worked at Merrill from 2016 to 2022. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans with wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, provides access to alternative and private investments, and operates under a recapitalized ownership structure with significant institutional minority owners.