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.

Al Besse is a financial advisor at Logan Capital Management, Inc. with 32 years of industry experience. He has been with Logan Capital since 1994 and holds a Series 65 designation. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for a diverse client base including high-net-worth individuals, retirement plans, insurance companies, and public funds. The firm employs a combination of top-down macroeconomic analysis, proprietary quantitative screens, fundamental research, and technical analysis across various equity and fixed-income strategies.

Edward O'Brien is a financial advisor at McAdam LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at McAdam LLC since 2014, alongside prior roles at Purshe Kaplan Sterling Investments and Madison Avenue Securities. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, utilizing fundamental analysis to allocate assets across mutual funds, ETFs, independent managers, and individual securities, with specialized strategies including direct indexing and alternative investments.

Frank Mazzuca is a financial advisor at United Capital Financial Advisors with a Series 65 designation and one year of industry experience. His prior roles include positions at Apexium Financial LP and WealthFD, as well as academic appointments at Saint Joseph's University and St. Augustine Prep. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm supports customized investment solutions and operates an affiliated network of legal, trust, lending, and advisory entities.

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.

Mary Saylor is a CFP® professional with 12 years of industry experience. She has worked at Choreo, LLC since 2022 and previously spent 12 years at RSM US Wealth Management LLC. Choreo, LLC provides investment and advisory services to a wide range of clients, including individual investors, family offices, endowments, retirement plans, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Robert Schmauk Jr. is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and seven years of industry experience. He has previously worked at Valor Asset Management and LPL Financial. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.

Ronald Madey is a CFA® charterholder with 16 years of industry experience. He serves as President and Chief Investment Officer of Wealthcare Capital Management LLC and its affiliate, Wealthcare Advisory Partners LLC, where he has worked since 2014. Wealthcare Capital Management LLC is a multi-team SEC-registered advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm offers portfolio management, financial planning, retirement plan advisory, and access to alternative and precious-metal investments, employing an evidence-based investment framework overseen by an Investment Policy Committee.

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.

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.

Matthew Delaney is a financial advisor with Wharton Business Group, LLC in Malvern, PA, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Wharton Business Group since 2009. In addition to his advisory role, he offers insurance products as an independent insurance agent. Wharton Business Group provides discretionary and non-discretionary investment advisory services, retirement plan consulting, and standalone financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm customizes asset allocations based on client objectives and utilizes fundamental, technical, and charting analysis in its investment approach.

Triinu Barclay is a financial advisor at Continuum Advisory, LLC with a Series 65 designation and no prior industry experience. Before joining Continuum, she worked at Rassler Financial and Berkshire Hathaway Fox & Roach among other roles. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management services to individuals—including high-net-worth clients—and institutional clients such as pension and profit-sharing plans. The firm uses a range of investment vehicles and offers integrated professional services through its multi-team structure.

Anthony Pena is a financial advisor at Belpointe Asset Management LLC with a Series 65 credential. He has professional experience spanning roles in real estate and faith-based community outreach prior to his current advisory position. Pena has worked as a real estate agent with Better Homes & Gardens Real Estate and participates in voting on resource distributions for missionaries through the Baptist Resource Network. Belpointe Asset Management serves a wide range of clients, including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and consulting services, utilizing customized portfolios and a mix of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Kevin Quinn is a financial advisor with Wedbush Securities Inc. holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at Wedbush Securities since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Quinn is part of the Bailey & Quinn Financial Consulting Group, a team within Wedbush Securities. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm delivers tailored portfolio management strategies and supports both discretionary and non-discretionary accounts.

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.

Roger Bedillion is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Csenge Advisory Group since 2011 and has also been affiliated with Lion Street Financial since 2019. Bedillion is a licensed insurance agent and occasionally offers insurance products to clients. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth individuals by providing asset management, asset-allocation advice, financial planning, and corporate retirement plan consulting. The firm uses a rigorous relative-strength methodology combined with fundamental and technical analysis to construct portfolios primarily composed of mutual funds and ETFs, customizing allocations to meet client goals.

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.

Nicholas Sabo is a financial advisor with McAdam LLC in Radnor, PA, holding a Series 65 designation and six years of industry experience. He previously worked at Dunbar Bender & Zapf and Duquesne University. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households, providing financial planning, investment management, and retirement plan consulting. The firm manages client portfolios using fundamental analysis and incorporates a range of investment vehicles, including specialized exposures and consolidated reporting tools.

Anthony Cottone is a financial advisor at Waverly Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Forefront Wealth Management, Cottone Capital, LLC, and Meridian Capital Partners, Inc. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm employs both discretionary and non-discretionary portfolio management strategies, integrating traditional equity and fixed-income with alternative and private-market allocations.

Derek Stavarski is a financial advisor with McAdam LLC in Radnor, PA, holding Series 63 and Series 65 designations and eight years of industry experience. He has been with McAdam LLC and Purshe Kaplan Sterling Investments since 2016. McAdam advises a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm provides financial planning, investment management, and retirement plan consulting, managing portfolios through a combination of mutual funds, ETFs, individual securities, and alternative investments, with a focus on fundamental analysis and periodic reviews.