Carl Price Jr. is a financial advisor at Integrity Advisory Solutions with four years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Integrity Advisory Solutions, he operated Price Wealth Coaching, LLC and has been an attorney specializing in estate planning and elder law through Price & Price, LLC since 2000. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors. The firm manages around $1.1 billion in client assets and offers services including portfolio management, financial planning, retirement plan consulting, and sub-advisory programs.

Jonathan Hommes is a CFP® professional with seven years of industry experience. He currently works at Facet and has prior experience at The Vanguard Group, Mariner Wealth Advisors, and NJ Standard Management. Outside of his advisory roles, he has held positions at William Paterson University of New Jersey and North Jersey Custom Construction Inc. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households through phone, video, and a proprietary web platform. The firm employs model-based asset allocations focused on exchange-traded funds and utilizes technology-driven processes for tax-optimized implementation and ongoing portfolio 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.

Robert Schmauk is a financial advisor at Great Valley Advisor Group, LLC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Great Valley Advisor Group and LPL Financial since 2014. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals—including high-net-worth clients—retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and ongoing oversight, utilizing a combination of in-house strategies and third-party managers across various platforms.

William Suplee IV is a CFP®, CFA®, and ChFC® with 22 years of industry experience. He is currently with Apella Wealth and has worked at Structured Asset Management, Inc. since 2003. Suplee's background includes over four years at Apella Capital, LLC. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, providing investment management, financial planning, sub-advisory services, and consulting. The firm employs a model-driven, quantitative investment approach with a mix of factor-oriented equity strategies, fixed-income allocations, and tax management, supported by various technology integrations.

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.

Scott Levin is a financial advisor at Wescott Financial Advisory Group LLC in Philadelphia, PA, with 20 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms, including Asset Planning Services, Allstate Insurance Company, CITIZENS Bank, and Wells Fargo Advisors. Wescott Financial Advisory Group serves individuals, family offices, charitable organizations, and retirement plans by providing wealth management, financial planning, trust services, and retirement plan consulting. The firm employs an open-architecture, multi-manager investment approach that combines passive and active strategies, incorporates fundamental analysis, and emphasizes tax-sensitive portfolio construction.

Jasmine Yu is a CFA® charterholder with 8 years of industry experience. She is currently with Bryn Mawr Trust Advisors, LLC and previously worked at MBSC Securities Corporation and Bank of New York Mellon. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation that provides discretionary investment management and fiduciary services to a broad range of clients, including high-net-worth individuals, trusts, and institutions. The firm employs a proprietary multi-asset investment approach combining active and passive strategies, strategic allocation, and tactical adjustments.

Lucinda Peterson is a CFP® professional with 17 years of industry experience. She is currently with Bryn Mawr Trust Advisors, LLC and has previously worked at Lau Associates LLC, Bryn Mawr Trust Company, and WSFS. 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 solutions using a variety 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 registered advisers.

Quinn Michel is a CFP® at Waverly Advisors, LLC with six years of industry experience. Prior to joining Waverly Advisors in 2024, he worked at Planning Capital Management and Brickshire Investment Group. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of financial planning and retirement consulting services.

Andrew Phelan is a financial advisor at McAdam LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at McAdam LLC since 2014, as well as previously at Purshe Kaplan Sterling Investments. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides financial planning, investment management, and retirement-plan consulting, employing a fundamental analysis approach and offering a variety of investment strategies, including alternative and specialized products.

Jalen Campbell is a Series 65 licensed financial advisor with eight years of industry experience, currently serving at McAdam LLC since 2018. Prior to joining McAdam, he worked at Dicks Sporting Goods and had roles at Always a Part Rentals and Blue Knob All Seasons Resort. McAdam LLC 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, utilizing a range of investment strategies including mutual funds, ETFs, individual securities, and alternative assets, with a notable incorporation of specialized exposures and technology-assisted portfolio management.

Brandon Labbe is a Series 65-licensed financial advisor at Elm Wealth with two years of industry experience. Before joining Elm Partners Management LLC in 2023, he held roles in accounting and various other sectors, including positions at PGM Accounting and The Philadelphia Orchestra. Elm Wealth manages over $3 billion in discretionary assets across a variety of investment vehicles, including an exchange-traded fund, private funds, and separately managed accounts. The firm employs a rules-based, dynamic asset allocation strategy that incorporates valuation and momentum signals to adjust portfolios on a regular basis.

Erik O'Neal is a CFP® with 13 years of industry experience and currently serves as an advisor at Bryn Mawr Trust Advisors, LLC. He previously worked at West Capital Management, Inc. for nine years and is the owner of O'Neal Consulting Group, LLC, a former financial services consultancy. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, endowments, foundations, corporations, and other entities. The firm offers customized investment policy statements and diversified portfolios using a variety of investment vehicles, including ESG strategies through third-party providers, and maintains co-advisory relationships with WSFS Bank and other trust companies.

Francis Burke Jr. is a financial advisor with M HOLDINGS SECURITIES, Inc. holding CFP® and ChFC® designations and 49 years of industry experience. He has worked at M. Holdings Securities since 2001 and has been with Perspective Financial Group LLC, an Alera Group Company, since 2011. Burke manages a seven-person team and provides services in insurance, investments, and financial, estate, and business planning. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and financial professionals. The firm offers a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, using both in-house portfolio managers and third-party sub-advisors.

Gregory Ricker is a financial advisor with Vanderbilt Advisory Services in Malvern, PA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Equitable Advisors and Independent Financial Group. He serves as executor and durable power of attorney for family estates, managing asset distributions under those responsibilities. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation process and offers both discretionary and non-discretionary portfolio management, integrating retirement-plan consulting and administration through partnerships uncommon among similarly sized enterprises.

Clinton Lynch is a CFP® and holds a Series 66 designation with 18 years of industry experience. He has worked at Congress Wealth Management LLC since 2018 and previously held positions at Apexium Financial and Charles Schwab. CW Advisors serves a broad range of clients including individuals, high-net-worth families, trusts, charitable organizations, and business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, using both third-party money managers and internally managed risk-managed strategies.

Marc Gaillard II is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds a Series 66 designation and has 11 years of industry experience. Prior to joining Mutual of Omaha in 2018, he worked at Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. Outside of his advisory role, he is involved in several non-investment activities, including serving as president of a nonprofit financial education organization and authoring faith-based personal development books. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and emphasizes a model portfolio approach, working alongside related broker-dealer and insurance businesses within the Mutual of Omaha group.