Brett Straub is a financial advisor with The AmeriFlex Group in Haddon Heights, NJ, holding CFP® and ChFC® designations with 35 years of industry experience. His prior roles include positions at Cambridge Investment Research, Principal Securities, and PRINCIpAL LIFE INSURANCE. Straub is also the owner of The Straub Group Advantage, a business focused on insurance, benefits, and human resources. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing model asset allocations and discretionary manager relationships across multiple custodians.

Kartik Aggarwal is a financial advisor at MyCIO Wealth Partners, LLC with two years of industry experience. He holds the Series 65 designation and has held roles at Agility Ventures and several academic institutions, including positions supporting international students and alumni relations. 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 focuses mainly on non-discretionary portfolio management and offers a range of investment vehicles including mutual funds, ETFs, private funds, and alternative investments.

Logan Cruet is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Gladstone, he worked at LPL Financial and Florida Financial Advisors. His background also includes roles outside finance at Dick's Sporting Goods and teaching positions at Rensselaer Polytechnic Institute and Gateway Regional High School. 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 provides discretionary portfolio management, financial planning, and retirement plan consulting, offering a range of investment approaches including individual equities and bonds, mutual funds, ETFs, alternative investments, and tax-managed strategies.

Jacob Bloom is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA. He holds the Series 65 designation and has been in the industry since 2025. His prior experience includes roles at Brown Brothers Harriman, JPMorgan Trust Co of Delaware, and Drexel University. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, estates, pension plans, and charitable organizations. The firm emphasizes non-discretionary portfolio management and offers access to a range of investment options including mutual funds, private funds, and alternative investments.

Jeffrey Garlatti is a financial advisor at BCG Securities, Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Horace Mann Investors, Inc. and Pruco Securities LLC. BCG Securities serves institutional retirement plans and individual clients with accounts typically above $25,000, providing portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes tailored investment policy statements and frequently implements advice on a non-discretionary basis, utilizing independent third-party managers and a range of analytical approaches.

James Hutchinson is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Bryn Mawr Trust Advisors, LLC. He previously worked at PNC Bank for over two decades before joining Bryn Mawr Trust and its affiliated capital management firm. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation, providing discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, institutions, and qualified plans. The firm uses a proprietary multi-asset approach combining strategic and tactical asset allocation with a variety of investment vehicles, including active and passive managers and option strategies.

Ryan Tomkinson is a CFP® and ChFC® with 19 years of industry experience. He is currently a financial advisor at Nations Financial Group, Inc., where he has worked since 2019. Prior to that, he spent nine years at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, Ryan serves as Finance Chair and Board of Managers for the Merion Fire Company. Nations Financial Group, Inc. provides advisory services to a diverse client base including individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers a range of portfolio management options, pension consulting, and third-party manager programs, utilizing a blend of fundamental, technical, quantitative, and tactical investment strategies.

Jake Pinto is a financial advisor at McAdam LLC with nine years of industry experience. He holds the CFP® designation as well as Series 65 and Series 63 licenses. Pinto has been with McAdam since 2016 and previously worked at Purshe Kaplan Sterling Investments from 2016 to 2018. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, retirement plan consulting, and implementation support, managing client accounts with tailored portfolios across various asset types and employing both traditional and specialized investment exposures.

William Stanley Jr. is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA, holding a Series 65 designation with 10 years of industry experience. He has been with MyCIO Wealth Partners since 2015. MyCIO Wealth Partners provides investment advisory and related planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers a range of portfolio management and financial planning services, focusing primarily on non-discretionary asset management and sponsoring multiple affiliated private pooled investment vehicles.

Joshua Godick is a Series 65 licensed advisor with McAdam LLC in Radnor, PA, where he has worked since 2017. He has eight years of industry experience and previously worked with Citizens for Rich Negria and Equality Pennsylvania. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client portfolios on a discretionary basis, using a range of investment vehicles and incorporating specialized exposures such as direct indexing and private investment funds.

David Barol is a CFP® and ChFC® with 32 years of industry experience. He is currently with CreativeOne Securities, LLC and has previously worked at Securities America Advisors, Questar Asset Management, and Lincoln Financial Advisors. Outside of his advisory work, he hosts the podcast "Bridge to Knowledge by David Barol" and is involved in book publishing through Bala House Publishing. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management and offers a variety of financial services including fiduciary retirement-plan support and access to third-party manager programs.

Pamela Lepore is a Certified Financial Planner™ at Capital Analysts with 26 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1999. Capital Analysts serves retail and institutional clients such as individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a network of independent advisors and its in-house investment management team.

Jared Bolling is a financial advisor with Bryn Mawr Trust Advisors, LLC, holding Series 65 and Series 66 licenses. He joined Bryn Mawr Trust Advisors in 2026 and has prior experience in retail banking and hospitality. Bryn Mawr Trust Advisors is a bank-affiliated SEC-registered investment adviser providing discretionary investment management, financial planning, and fiduciary services to individuals, trusts, foundations, corporations, and institutional clients. The firm manages a range of multi-asset solutions combining strategic and tactical approaches across various investment vehicles.

Jason Siebert is a financial advisor at Simplicity Wealth in Philadelphia, PA, holding a Series 65 license with one year of industry experience. He has worked at multiple firms since 2025, including JD Financial & Insurance and Foundations Investment Advisors LLC. Outside of his advisory role, he is president of JJAVERY Inc, a company involved in life insurance and annuities, where he manages marketing, finances, sales, and customer service. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and financial firms, offering services such as financial planning, portfolio management, and retirement plan advisory. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities, alongside model portfolios monitored and rebalanced regularly, and integrates technology and operational support for other advisers through its TAMP and software offerings.

Stephen Mc Carrick is an investment advisor representative at McAdam LLC with five years of industry experience. His background includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank, NA, as well as experience with the Philadelphia Eagles. McAdam LLC serves 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 with a discretionary approach that incorporates traditional and specialized investment strategies.

Frank Hines is a financial advisor at Bryn Mawr Trust Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Commonwealth Financial Network, WSFS Wealth Investments, Susquehanna Financial Group, LLP, and Global Execution Brokers, LP. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser serving individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm specializes in discretionary investment management and financial planning, employing a multi-asset approach that combines strategic and tactical allocation with both active and passive managers.

Ross Harryhill is a financial advisor at MyCIO Wealth Partners, LLC with four years of industry experience. He holds a Series 65 designation and has worked in various roles related to the University of Pennsylvania and Penn Athletics prior to joining MyCIO Wealth Partners. MyCIO Wealth Partners, LLC 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 discretionary and non-discretionary portfolio management along with comprehensive financial planning and institutional CIO services.

Christopher Cohen is a CFP® professional with 14 years of industry experience. He currently works at BCG Securities, Inc. and previously held positions at Horace Mann Companies, Citizens Securities, Inc., PFS Investments Inc., and Primerica Financial Services. He holds Series 66, Series 65, and Series 63 licenses. BCG Securities serves institutional retirement plans and individual clients with accounts typically over $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm focuses on tailored investment policy statements and primarily provides non-discretionary advice, utilizing independent third-party managers and various analysis methods.

Ethan Anderson is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA, holding a Series 65 designation. He has experience working at Hartford Funds and has been with MyCIO Wealth Partners since 2023. Prior to his financial services roles, he held positions at Drexel University, Biotelemetry, and other firms. 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, financial planning, and CIO services, with a focus on a broad range of investment vehicles and a predominantly non-discretionary approach.

Alexander Snyman is a financial advisor with Capital Analysts, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Lincoln Investment, Barilotti Wealth Strategies, Eagle Strategies, New York Life Insurance, and VOYA Financial Advisors. Snyman is also licensed as an insurance agent, brokering fixed insurance products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment teams employing proprietary fund screening and tax-aware strategies.