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 been with Capital Analysts since 2001 and also has experience with Lincoln Investment since 2012. In addition to his advisory role, he owns Sun Benefits, a business involved in insurance and group benefit sales, including fixed insurance products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management and research team, employing proprietary screening tools and providing various advisory services tailored to client needs.

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.

Kirk Okumura is a ChFC® and financial advisor at Apella Wealth with six years of industry experience. Prior to joining Apella Wealth in 2025, he worked for eight years at The American College of Financial Services, where he also serves as a peer reviewer for academic content and as an adjunct instructor for the Financial Services Certified Professional program. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering a range of investment management, financial planning, and consulting services. The firm employs a model-driven, quantitative investment approach with an institutional reach that includes insurance company clients and a broad product mix across separately managed accounts, automated platforms, and held-away plan integration.

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.

James Spinelli is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked with LPL Financial since 2015 and has been associated with Great Valley Advisor Group, Inc. since 2014. Outside of advisory services, Spinelli owns Peng-Win LLC, a web design company. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers with ongoing portfolio oversight.

Don Avgerinos is a financial advisor at Sound Income Strategies, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Ellis Investment Partners, LLC and Spectrum Financial Group. Outside of his advisory role, he serves as president of Main Line Adult Financial Education, conducting educational workshops at colleges and universities. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets, serving individuals, pension plans, trusts, estates, corporations, and other advisers. The firm emphasizes fixed-income analysis combined with equity fundamental and technical review and offers a range of asset management, financial planning, and insurance planning services.

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.

Patrick Runyen is a CFP®, PFS™, and Series 65 credentialed advisor with 12 years of industry experience. He has worked at Modera Wealth Management, LLC since 2021 and previously spent six years with Independence Advisors, LLC. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios supplemented by independent managers, selective fund options, private placements, and optional ESG integration.

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.

Cynthia Hewitt is a financial advisor at Snowden Capital Advisors LLC with 47 years of industry experience. Her prior work includes extensive tenures at Merrill Lynch and Bank of America. She serves on several nonprofit boards, including positions as treasurer for The Land Conservancy of Southern Chester County and Delaware Wild Lands, and is involved with Winterthur Museum and Gardens, the Tatnall School, Serviam Academy, and the Library of American Landscape History. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by offering discretionary and non-discretionary portfolio management, investment consulting, and other advisory services. The firm combines multi-team scale with institutional capabilities and utilizes a range of investment tools and third-party managers.

William Malloy is a CFA® charterholder with six years of industry experience, currently advising at Sage Financial Group Inc. since 2022. Prior to joining Sage, he worked at Reliance Standard Life Insurance and Janney Montgomery Scott. He also has a background in academia, having been affiliated with Temple University for five years. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors, offering investment management and financial planning with a focus on fundamental analysis and long-term strategies. The firm provides family office services and manages affiliated private pooled real-estate funds, utilizing performance-based compensation structures uncommon among similar multi-team advisors.

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 (Apella Capital, LLC), where he has worked since 2022, and has been associated with Structured Asset Management, Inc. since 2003. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering investment management, financial planning, sub-advisory, and consulting services. The firm employs a model-driven, quantitative investment approach featuring factor-oriented equity strategies and portfolio customization, and integrates various third-party technologies to support its solutions.

Adam Rieger is a CFA® charterholder with over two years of industry experience. He currently works at Bryn Mawr Trust Advisors, LLC and previously spent 24 years at Friess Associates of Delaware. 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 strategies utilizing independent managers, mutual funds, ETFs, proprietary separate accounts, and third-party private fund platforms, including ESG options.

Caitlin Heery is a CFP® with seven years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. She previously worked at The Mahoney Group of Raymond James and GM Advisory Group. Outside of her advisory role, she is authorized on the bank accounts of a small business owned by her husband. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios of mutual funds, ETFs, debt securities, and equities, supplemented by independent managers and selective private-placement opportunities.