Danajette Kurtz is a financial advisor at Wedbush Securities Inc. with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across various asset classes and capital markets functions. The firm manages approximately $5.68 billion in regulatory assets and combines broker-dealer services with clearing, custody, and prime services related to commodities and derivatives.

Thomas Keefer is a financial advisor at Bryn Mawr Trust Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at PNC Investments, Commonwealth Financial Network, WSFS Wealth Investments, and PayPal. Keefer also spends part of his time involved in fixed insurance sales conducted at his branch location. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser serving individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm offers discretionary investment management and financial planning, employing a proprietary multi-asset investment approach that integrates strategic asset allocation, tactical adjustments, and a mix of active and passive managers.

Mark Bradford is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Bryn Mawr Trust Advisors, LLC. His prior roles include positions at Bryn Mawr Trust and PNC Bank, where he held various investment-related responsibilities over an 18-year period. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser affiliated with WSFS Financial Corporation, providing discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, and institutional clients. The firm utilizes customized investment policy statements through its Proprietary Multi-Asset Solutions, combining strategic asset allocation with both active and passive management approaches.

Richard Volpe is a CFP® and ChFC® with 34 years of industry experience. He is currently with Wescott Financial Advisory Group LLC, where he has worked since 2022, following a long tenure at Asset Planning Services, Ltd. He serves as President and a board member of Anterian Holdings, Ltd., a holding company formed after the sale of Asset Planning Services’ client asset management contracts to Wescott. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies with a tax-sensitive, disciplined process.

Christopher Travers is a financial advisor at Logan Capital Management, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Logan Capital since 2016, as well as prior experience at Quasar Distributors, LLC. Logan Capital Management is an SEC-registered investment adviser managing approximately $3.1 billion in assets with a 16-advisor team serving around 1,800 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services, combining top-down macroeconomic analysis with fundamental and technical approaches across equity and fixed-income strategies.

Marina Hernandez is a CFP® with 11 years of industry experience, currently affiliated with Dynamic. She previously worked at White Lighthouse Investment Management and has operated her own tax firm, MHTAX, since 2009. In addition to her advisory role, Ms. Hernandez provides continuing education on international tax practice and planning, and runs a nonprofit educational website focused on U.S. expats and immigrants. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm employs a long-term, client-specific investment approach and offers portfolio management, financial planning, retirement plan services, and sub-advisory support.

Edward D'entremont Jr. is a financial advisor at Nations Financial Group, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he is also an agent involved in the sales of life insurance, long-term care insurance, and annuities. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, employing proprietary model portfolios alongside outside managers to tailor strategies based on client objectives and risk tolerance.

Theodore Cohn is a financial advisor at Capital Analysts with 47 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Mr. Cohn has worked at Lincoln Investment since 2012 and has been with Capital Analysts Incorporated since 2001. Additionally, he owns a business involved in insurance and group benefit sales. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs, supported by an in-house investment management team using proprietary screening processes and offers both automated and customized investment options.

William Corr is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes roles at Cadaret, Grant & Co., Inc. and M.S. Howells & Co. Outside of investment advising, he is involved in life insurance and fixed annuity sales. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts and estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework, utilizing proprietary tools and quantitative measures to construct long-term oriented portfolios that include a range of investment options and access to private placements.

Kathleen Duffy is a financial advisor at Bryn Mawr Trust Advisors, LLC with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Private Bank and Veritable, L.P. There are no additional notable outside activities reported. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other entities. The firm offers customized investment strategies using a range of vehicles including independent managers and private fund platforms, and it serves as a sub-adviser to WSFS Bank’s Wealth division and other advisers.

Eric Zeltner is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at several firms including Congress Wealth Management LLC, MainLine Securities LLC, MainLine Private Wealth, LLC, Stifel Nicolaus & Co Inc, Bank of America, N.A., and Merrill. He is currently with CW Advisors, LLC. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and offers services such as wealth management, financial planning, family office solutions, retirement plan advisory, and portfolio management.

Andrew Davis is a CFA® charterholder with six years of industry experience. He is currently with Bryn Mawr Trust Advisors, where he has worked since 2024. Prior to that, he was with West Capital Management and SEI Investments. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other entities. The firm offers customized investment strategies using a variety of vehicles, including independent managers and ESG options, and serves as a sub-adviser to WSFS Bank’s Wealth division and other advisers.

Daniel Foraker is a financial advisor with Realta Investment Advisors, Inc. in Wilmington, DE, holding Series 63 and Series 65 registrations and bringing 20 years of industry experience. His prior roles include positions at Morgan Stanley & Co., LLC and Capital One Investing, LLC. 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 uses individualized advice and diversified asset allocation strategies, offering portfolio management through in-house and third-party managers.

Martin Minder is a CFP® and ChFC® with 27 years of experience in the financial services industry. He is currently with Wealthcare Advisory Partners LLC, where he has worked since 2018, and has also been associated with LPL Financial since 2012. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based, client-centered planning approach with an evidence-based investment framework, utilizing proprietary quantitative measures and offering access to alternative and private placement investments.

Julia Schweibenz is a Series 65-licensed financial advisor with McAdam LLC, based in Radnor, PA. She has six years of experience at McAdam and a total of four years in the financial industry. Prior to her current role, she worked at Mario's Eastside Saloon and Weis Markets and attended the University of Pittsburgh. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm employs a discretionary approach to portfolio management, incorporating a range of traditional and specialized investments while providing customized client solutions.

Jonathan Hommes is a CFP® professional at Facet with seven years of industry experience. He previously worked at The Vanguard Group, Mariner Wealth Advisors, and NJ Standard Management. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services using a holistic Total Financial Life Resources framework and primarily ETF-based discretionary asset-allocation programs. The firm operates with about 84 advisors and approximately $7.6 billion in discretionary assets under management.

Frederick Crowley Jr. is a CFP® professional with 37 years of industry experience, currently serving as an advisor at Wealthcare Advisory Partners LLC. He previously led Crowley Wealth Management, Inc. for 44 years. Outside of his financial advisory work, he owns and operates The Crowley Law Firm, LLC, specializing in estate planning and administration. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, utilizing a goals-based, client-centered planning process combined with an evidence-based investment framework that incorporates behavioral economics and proprietary quantitative measures.

Chase Candeub is a financial advisor at McAdam LLC with a Series 65 designation and one year of industry experience. Prior to joining McAdam LLC in 2026, he worked at McAdam Financial and holds a five-year work history at the University of Pittsburgh. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages client assets on a discretionary basis across a diversified range of investments and offers specialized products such as direct indexing and cryptocurrency exposure.

David Turbiner is a financial advisor with CW Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. He previously worked at MainLine Private Wealth, LLC and Mainline Securities LLC. Mr. Turbiner is also a licensed attorney in Pennsylvania and Washington D.C. and serves as trustee for two New Hampshire non-family trusts. CW Advisors provides wealth management, financial planning, family office services, retirement plan advisory, and portfolio management to a diverse client base including individuals, families, trusts, charitable organizations, and business entities. The firm employs a core‑and‑satellite investment approach that combines active, passive, quantitative, and ESG strategies, and also offers sub‑advisory and operational outsourcing services to other advisers.

Adam Rieger is a CFA® charterholder at Bryn Mawr Trust Advisors, LLC with three years of industry experience. Prior to joining Bryn Mawr Trust Advisors in 2023, he spent 24 years at Friess Associates of Delaware. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and subsidiary of WSFS Financial Corporation that provides discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, institutions, and qualified plans. The firm employs a proprietary multi-asset approach combining strategic and tactical asset allocation, using both active and passive managers, and operates within a bank-affiliated, co-advisory structure.