Christopher Bryan is a financial advisor with Pine Valley Investments, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Pine Valley Investments since 2018 and has concurrent roles with Union Benefits Group, LLC and National Life Group dating back to 2010. Outside of his advisory work, Bryan is involved in community activities including youth leadership and coaching roles with Ridley Park Presbyterian Church and Ridley United Soccer Club, as well as managing Knockerball Philadelphia, LLC. Pine Valley Investments provides discretionary portfolio management, pension consulting, and related advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm customizes portfolios using fundamental, technical, and quantitative analysis, offering both long-term and short-term strategies, and serves other advisers through tri-party and subadvisory arrangements.

Jeffery Ahrens is a CFP® with 25 years of industry experience, currently serving with Gladstone Wealth Partners. His prior roles include positions at LPL Financial, Exceptional Risk Advisors, and Raymond James Financial Services. Outside of his advisory work, he is involved in a sports data aggregation venture named Metrix Matter. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment advisers. The firm offers a range of services including discretionary portfolio management and retirement plan consulting, and is notable for its integration of retirement-plan service delivery with institutional manager relationships.

Wendy Ellis is a financial advisor at Wescott Financial Advisory Group LLC with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Specific Solutions, Raymond James Financial Services Advisors Inc., and Fulton Financial Advisors. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, and corporate pension plans. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies with a tax-sensitive, disciplined process.

Anthony Vasile is a financial advisor at Pine Valley Investments with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Delaware Back Pain and Rehabilitation Associates. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses fundamental, technical, and quantitative analysis to tailor portfolios and also serves other advisers through tri-party agreements and subadvisory arrangements.

Sony Mathew is a financial advisor at Bryn Mawr Trust Advisors, LLC with seven years of industry experience. He has held roles at Bryn Mawr Trust Advisors since 2018 and previously worked at The Vanguard Group. His background also includes academic positions related to the Lafayette College Writing Program. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser affiliated with WSFS Financial Corporation that provides discretionary investment management, financial planning, and fiduciary services to a range of clients, including high-net-worth individuals and institutions. The firm combines proprietary multi-asset solutions with strategic and tactical asset allocation, utilizing both active and passive managers alongside alternative platforms and option strategies.

David Friedman is a financial advisor with Capital Analysts, holding a Series 66 designation and 27 years of industry experience. His career includes roles at MetLife Securities, Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, Lincoln Investment, and Capital Analysts. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team and proprietary screening tools, with a focus on customizable portfolio options and fiduciary responsibility.

Adam Greene is a CFP® and Series 65-registered advisor with eight years of industry experience. He has been with Sage Financial Group Inc. for ten years. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors, providing discretionary and non-discretionary investment management and financial planning. The firm offers family office services and manages affiliated private pooled real-estate funds, employing a long-term investment approach based on fundamental analysis.

Rob Roy Mc Lallen IV is a Series 65-licensed financial advisor with six years of industry experience. He has worked at MyCIO Wealth Partners since 2019 and previously held positions at The Wiley Group and Kelly and Associates. His background includes roles at Haverford College and Lacrosse Unlimited. 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 and financial planning, with a focus on recommending and monitoring allocations across a broad range of investment vehicles.

Earl Miller is a financial advisor at Roffman Miller Associates Inc with 14 years of industry experience. He holds the Series 66 designation and has worked at Roffman Miller since 2018. Prior to that, he was affiliated with MainLine Securities LLC, Mainline Private Wealth LLC, and Mainline Investment Partners LLC from 2014 to 2018. Roffman Miller provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.9 billion across about 1,560 client relationships, using a committee-based investment process focused on long-term objectives, diversification, and fundamental research.

Andrew Purcell is a financial advisor at HBKS Wealth Advisors with 16 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining HBKS in 2017, he worked at Locust Capital Management LLC from 2008 to 2020. HBKS Wealth Advisors serves a diverse client base, including individuals, retirement plans, and institutional clients, offering services such as investment management, financial planning, and pension consulting. The firm uses a personalized investment approach with discretionary management and a range of strategies, including fixed-income, alternatives, and cryptocurrency exposure.

Robert Miller is a financial advisor at Roffman Miller Associates Inc with 34 years of industry experience. He has worked at Roffman Miller Associates since 1990. Roffman Miller Associates provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.9 billion across about 1,560 client relationships, using a committee-based process to tailor asset allocation with an emphasis on long-term objectives, diversification, and fundamental research.

Steven Dunn is a financial advisor with Bryn Mawr Trust Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at CommonWealth Financial Network and WSFS Bank. He is also involved in fixed insurance sales related to investments. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management to a range of clients including individuals, trusts, retirement plans, and corporations. The firm offers customized investment strategies using diversified portfolios and serves as a sub-adviser to WSFS Bank’s Wealth division and other advisers.

Alex Deck is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co, and served in the United States Army National Guard. Outside of advisory work, he is involved as an insurance agent with 1847 Financial, focusing on multi-line insurance products including life, accident, health, and annuities. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach utilizing a variety of platforms and instruments, including ETFs, mutual funds, alternatives, and options-based strategies.

Ralph Schneider is a Series 63–licensed advisor with Capital Analysts, based in Jenkintown, PA, and has 33 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1992. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs and offers access to third-party managers, supported by an in-house investment management and research team.

Jack Costello is a financial advisor at Ethos Financial Group, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Alden Investment Advisors and J. Alden Associates, Inc. Outside of his advisory role, he works as a freelance writer in a non-investment related capacity. Ethos Financial Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering investment management and comprehensive financial planning through model portfolios and diversified allocation strategies.

William Lane III is a financial advisor at Ethos Financial Group, LLC with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Almanack Investment Partners and Wells Fargo Advisors. Outside of advising, he is the founder and CEO of Praktikant, a software company. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering investment management, financial and estate planning, and consulting services through diversified model portfolios and a Core Allocation approach.

Charles Gorenberg is a ChFC® credentialed financial advisor with 37 years of industry experience. He is currently affiliated with Belpointe Asset Management LLC and Fortune Financial Services, Inc., and serves as CEO and COO of Davidken Corporation, an insurance sales firm he has led since 1985. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios that incorporate passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

David Enos is a financial advisor at Capital Analysts with three years of industry experience. He holds the Series 66 designation and has worked at both Capital Analysts and Lincoln Investment since 2023. Outside of his advisory roles, Enos has experience in the brewing industry, having been involved with Yards Brewing Company since 2017 and previously with Schulson Collective. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs an in-house investment management team that oversees discretionary model portfolios and offers customized advisory solutions through a variety of programs.

James Ward is a financial advisor at BCG Securities, Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and LPL Financial LLC. Outside of his advisory role, he works as a delivery driver for Uber and Amazon Flex. BCG Securities serves institutional retirement plans and individual clients with accounts typically above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm focuses on developing written investment policy statements and tailoring recommendations to client goals, often implementing advice on a non-discretionary basis.

Waheed Gbadamosi is a financial advisor at Santander Securities LLC with a Series 66 designation and four years of industry experience. His background includes roles at Citizens Securities, Inc., NYLIFE Securities LLC, and Santander Bank, NA. He serves as a Supply Specialist in the United States Army National Guard. Santander Securities LLC provides investment advisory services to a broad retail client base, managing approximately $3.14 billion in regulatory assets across over 10,800 client relationships. The firm offers portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products, utilizing a range of third-party discretionary investment managers and an affiliated banking relationship.