Travis Boyer is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Wealthcare Advisory Partners since 2018 and has a history with LPL Financial dating back to 2010. Outside of his advisory role, Boyer owns a federal firearms license business. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach supported by proprietary software and quantitative metrics, combining passive and active investment strategies along with dynamic rebalancing.

Thomas Stoner is a financial advisor at Bryn Mawr Trust Advisors, LLC with a Series 65 designation. He has been in the industry since 2025, having previously worked at Foster Victor Wealth Advisors and Bryn Mawr Trust. Before entering the financial sector, he spent several years in education and also was involved with the business 1-900-ICE-CREAM. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser affiliated with WSFS Financial Corporation. The firm provides discretionary investment management, financial planning, retirement-plan fiduciary services, and participant account management to a broad range of clients, including high-net-worth individuals, trusts, foundations, corporations, and institutional clients.

Henry Saur is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Wealthcare Advisory Partners LLC. He previously worked at Advice and Planning Services and TIAA-CREF for 13 years each. Outside of his advisory role, he manages a personal portfolio of rental properties through a sole proprietorship. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in assets with a team of over 150 advisors, serving individuals, trusts, 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 portfolios that include a range of investment vehicles and access to alternative and private placement options.

Garrett Spangler is a financial advisor at Bryn Mawr Trust Advisors, LLC with seven years of industry experience. He holds the Series 66 designation and has worked previously at West Capital Management and The Erb Law Firm. He also has a long-term affiliation with Delaware Valley University. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, foundations, corporations, and other entities. The firm offers diversified portfolio management using independent managers, mutual funds, ETFs, and private fund platforms, and serves as a sub-adviser to WSFS Bank’s Wealth division as well as other advisers and trust companies.

Jackson Crowe is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA, holding a Series 65 designation with less than a year of industry experience. His prior roles include positions at PAX Partners of Raymond James, Airgas, and Drexel University. Outside of advising, he is the sole founder of Blackfeather Strategies, a consulting LLC established as part of a leadership program. MyCIO Wealth Partners serves high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory services including portfolio management, financial planning, and retirement consulting, with a focus on non-discretionary investment management and alternative investment vehicles.

Sean Roberts is a CFP® and CFA® with 29 years of industry experience. He has worked at Wescott Financial Advisory Group LLC since 2022 and previously spent 31 years at Asset Planning Services. 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, pension plans, and corporations. The firm employs an open-architecture, multi-manager investment approach that combines passive and active strategies with a tax-sensitive, disciplined process.

Andrew Meehan is a financial advisor with LPL Financial in Croydon, PA, holding Series 63 and Series 65 designations and having 27 years of industry experience. He has been associated with LPL Financial since 2012 and operates Wealthcare Advisory Partners LLC since 2015. Outside of his advisory work, Meehan is active as a musician, performing live and recording music as part of two bands, and he has also been involved in a political campaign as a candidate for the U.S. House of Representatives. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Jonathan Huang is a financial advisor at MyCIO Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at firms including Rede Partners (Americas) LLC, Eden Global Partners, ICONIQ Capital, and Glenmede Trust Company, N.A. Huang also has a background in education and the arts, having been affiliated with the University of Pennsylvania, Pingry School, and The Juilliard School. MyCIO Wealth Partners provides investment advisory and planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm emphasizes non-discretionary portfolio management and offers access to a wide range of investment vehicles, including mutual funds, private investment funds, and alternative investments.

Christopher Holland is a CFA charterholder with 13 years of industry experience. He is currently with Wealthcare Advisory Partners LLC, where he has worked since 2022. His prior roles include positions at Wealth Enhancement Advisory Services, Aepg, and M Holdings Securities, among others. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to a broad client base, including individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm uses a goals-based advising approach supported by patented software and a behavioral economics framework, combining passive and active investment strategies with quantitative and fundamental analysis.

Ryan Soehnel is a financial advisor at myCIO Wealth Partners, LLC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at the Wilmington Country Club and educational positions at the University of Delaware and local schools. myCIO Wealth Partners provides investment advisory and 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 and financial planning, with a focus on recommending and monitoring allocations across a range of investment vehicles.

Andrew Huppman is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes positions at Michael Page and The Vanguard Group. Outside of finance, he works as a dog walker in Prospect Park, PA. Santander Securities LLC provides investment advisory services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning through a managed-account platform, with a notable affiliation to Santander Bank and access to securities-based lending options.

Russell Reinhart is a CFP® professional with 18 years of industry experience, currently serving at Wealthcare Advisory Partners LLC since 2014. He previously worked at LPL Financial, LLC from 2012 to 2018. In addition to his advisory role, he is Managing Director of Advisor Development at Wealthcare Capital Management, LLC, focusing on advisor recruiting, business development, and relationship management. 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, offering wealth management, financial planning, retirement plan advisory, and access to alternative and private placement investments through a goals-based, evidence-driven investment approach.

Joseph Langella Jr. is a financial advisor with Logan Capital Management, Inc. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has been with Logan Capital Management since 2015 and has also worked with Quasar Distributors, LLC and Glenmede Funds/Philadelphia International Advisors since 2004. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for a diverse client base, including high-net-worth individuals, institutional clients, and public funds. The firm employs a combination of top-down macroeconomic analysis, proprietary quantitative screening, fundamental research, and technical analysis across various equity and fixed-income strategies.

Devin Musser is a financial advisor at MyCIO Wealth Partners, LLC with two years of industry experience and holds a Series 65 designation. His prior experience includes roles at MyCIO Wealth Partners in different capacities, as well as work at Tommy's Tavern & Tap Restaurant and the University of Delaware. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm emphasizes non-discretionary portfolio management and offers access to a wide range of investment vehicles, including private pooled funds and alternative investments.

Matthew Coburn is a financial advisor at Wealthcare Advisory Partners LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Bloomberg LP and Cadaret, Grant & Co., Inc. Coburn is also the Head of Trading and Analytics at Long Financial Group, where he focuses on trading and research. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, evidence-driven investment approach supported by proprietary software and offers access to alternative and private placement investments.

John Walters is a CFP® professional with six years of industry experience, currently serving as an advisor at Bryn Mawr Trust Advisors, LLC. His prior roles include positions at Bryn Mawr Capital Management, The Vanguard Group, Inc., and Mass Mutual Investors Services. He holds a life and health insurance license in multiple states, maintained with no active hours devoted. 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 policy development and diversified portfolio management through a range of vehicles, including Independent Managers and ESG strategies, and serves as a sub-adviser to WSFS Bank’s Wealth division and other fiduciaries.

Mark Bredin is a financial advisor with Wealthcare Advisory Partners LLC, holding ChFC®, Series 63, Series 65, and Series 66 designations and bringing 50 years of industry experience. He has been with Wealthcare Advisory Partners and LPL Financial since 2014. Outside of his advisory role, he is also licensed as a life insurance agent. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning supported by proprietary software with an evidence-based investment approach that incorporates behavioral economics and quantitative measures to construct long-term oriented portfolios.

Tara Diamond is a financial advisor at Wealthcare Advisory Partners LLC with one year of industry experience. She holds a Series 65 designation and has worked at Wealthcare Advisory Partners LLC, operating under the name The ROI Capital Group, since 2024. Outside of her advisory role, she has been associated with LuluLemon since 2011. 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 employs a goals-based planning process supported by proprietary software and an evidence-based investment framework that includes behavioral economics and quantitative measures to construct long-term portfolios.

Luis Sepulveda Jr. is a financial advisor at Bryn Mawr Trust Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at Valley National Advisers Inc and Chartwell Investment Partners. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation that offers discretionary investment management, financial planning, retirement-plan fiduciary services, and participant account management to individuals, institutions, and qualified plans. The firm utilizes a Proprietary Multi-Asset Solutions approach combining strategic asset allocation, tactical adjustments, and a mix of active and passive managers, serving a broad client base including high-net-worth individuals and institutional clients.

Michael Mccabe Sr. is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Trinity Investment Advisors, LLC since 2006 and joined Alera Investment Advisors in 2025. In addition to his advisory role, he is an independent insurance agent for various insurance companies. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis-driven investment approach and integrates insurance and pension consulting platforms into its advisory services.