Theodore Piotrowicz is a CFA® charterholder and holds a Series 66 license, with 13 years of industry experience. He has been with Legacy Advisors, LLC since 2012. Outside of his advisory role, he serves on the boards of several charitable foundations, including the Cabot-Kjellerup Foundation and the Abele Family Foundation, where he contributes to governance and funding decisions. Legacy Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm provides modular financial planning, discretionary and non-discretionary portfolio management, retirement plan consulting, and third-party manager oversight, tailoring advice and portfolios to each client’s objectives and risk tolerance.

Steven Tumminello is a financial advisor with BCG Securities, Inc. in Cherry Hill, NJ, holding Series 65 and Series 63 licenses with eight years of industry experience. His career includes roles at BCG Securities since 2019 and Horace Mann Companies since 2019, along with prior experience at McMahon Financial Advisors and Legend Financial Advisors. BCG Securities serves institutional retirement plans and individual clients, generally those with accounts above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes tailored recommendations based on written investment policy statements and regularly uses independent third-party managers to support both long- and short-term strategies.

Sean Duffy is a financial advisor at Copeland Capital Management, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Vigilant Distributors, LLC. Sean was a full-time student for ten years prior to entering the industry. Copeland Capital Management provides discretionary and non-discretionary portfolio management, model-delivery, and sub-advisory services to a diverse client base including individuals, institutions, and pension plans. The firm employs a conservative, dividend-growth oriented investment approach using fundamental, quantitative, macroeconomic, and technical analysis across various market-cap strategies.

James Fisher is a financial advisor at Bryn Mawr Trust Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Bryn Mawr Capital Management, Truist Advisory Services, BB&T Wealth, M&T Securities, and M&T Bank. 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 products including independent managers, mutual funds, ETFs, and private fund platforms, and maintains co‑advisory relationships with WSFS Bank along with sub‑advisory roles for other investment advisers and trust companies.

James Barnes is a financial advisor at Bryn Mawr Trust Advisors, LLC with three years of industry experience. He holds the CFA® designation and Series 63 license. Prior to his current role, Barnes has worked at Bryn Mawr Capital Management, LLC since 2023 and Bryn Mawr Trust from 2016 to 2023. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser serving individuals, trusts, foundations, corporations, and institutional clients. The firm offers discretionary investment management, financial planning, and retirement-plan fiduciary services, utilizing customized investment policy statements and a mix of active and passive strategies across various asset classes.

Jeffrey Kitchen is a CFP® professional with seven years of experience at Bryn Mawr Trust Advisors, LLC. He previously held roles at Giant Food and Royal Bank of Canada Wealth Management. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation, providing discretionary investment management, financial planning, and fiduciary services to individuals, trusts, foundations, corporations, and institutional clients. The firm employs a proprietary multi-asset investment approach combining strategic allocation, tactical adjustments, and a mix of active and passive managers.

Kathleen Fay is a CFP®-credentialed financial advisor with 24 years of industry experience. She has worked at Pine Valley Investments since 2020 and was previously with Girard Partners Ltd for 16 years. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and quantitative analysis to tailor client portfolios and also serves other advisers and their clients through subadvisory arrangements.

Jamie Baraldi is a financial advisor with Gladstone Wealth Partners in Mount Laurel, NJ, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. His career includes ten years at UBS and seven years at LPL Financial, alongside his current role at Gladstone Wealth Partners since 2019. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers. The firm offers a range of investment options and financial planning services, with a focus on integrating retirement-plan service delivery and institutional manager relationships.

Christian Merritt III is a financial advisor at Bryn Mawr Trust Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including LPL Financial, Cetera, and BB&T. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation, providing discretionary investment management, financial planning, and retirement-plan fiduciary services to a range of clients including individuals, trusts, foundations, and institutional investors. The firm focuses on customized investment policy statements implemented through multi-asset solutions and combines active and passive management strategies with access to private funds.

Christopher Krumenacker Jr is a CFA® charterholder with two years of industry experience. He is currently with Bryn Mawr Trust Advisors, LLC and previously worked at WSFS Bank for eight years. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, endowments, foundations, corporations, and other business entities. The firm offers customized investment policies and diversified portfolios using a range of investment vehicles, and it maintains co-advisory relationships with WSFS Bank and other trust companies.

Barbara Wolf is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Abacus Wealth Partners since 2009. Her prior experience includes roles at Abacus Portfolios, Grimaldi Portfolio Solutions, Inc., and J. Cole Financial Advisers, Inc. She is also president of The Lerr Corp., a family business involved in industrial real estate. Abacus Wealth Partners provides financial planning, consulting, and both discretionary and non-discretionary investment management to a diverse client base including individuals, families, pension plans, and charitable organizations. The firm employs an asset-class investing approach grounded in academic research, utilizing no-load mutual funds, ETFs, and passive institutional funds, while incorporating ESG screening and private pooled vehicles in client portfolios.

Benjamin Kogan is a CFP® professional at Sage Financial Group Inc. with four years of industry experience. His prior roles include work at the U.S. Small Business Administration and Greenberg Traurig LLP, as well as running his own law office. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors with investment management and financial planning, including family office services. The firm employs a fundamental, long-term investment approach and is known for advising affiliated private pooled real-estate funds and offering estate-planning in partnership with a law firm.

Stephanie James is a CFP® professional with 13 years of industry experience. She has been with Wescott Financial Advisory Group LLC since 2008 and has been affiliated with Villanova University since 2011. 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 and profit-sharing 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 and individualized Investment Policy Statements.

Mark Gombita is a CFP® professional with 12 years of industry experience. He is currently with Main Street Financial Solutions, LLC, where he has worked since 2024. Prior to that, he spent eight years at Merrill and Bank of America, N.A. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs an academic-based, multi-asset class investment approach, utilizing mutual funds, low-cost ETFs, actively managed funds, and alternative investments while also providing ERISA fiduciary consulting and managing held-away accounts through third-party platforms.

Jamie Hopkins is a CFP® and ChFC® with two years of experience currently serving as a financial advisor at Bryn Mawr Trust Advisors, LLC. He has worked at Bryn Mawr Trust Advisors and WSFS Bank since 2023 and previously held roles at Carson Wealth and Creighton University. Hopkins operated a speaking and content creation business, Hopkins Retirement Consulting, prior to joining Bryn Mawr Trust Advisors. 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 policy development and diversified portfolio management through independent managers, mutual funds, ETFs, and private fund platforms, while maintaining affiliations with WSFS Financial Corporation and providing sub-advisory services to other registered investment advisers.

Brian Welsh is a financial advisor at HBKS Wealth Advisors in Conshohocken, PA, holding a Series 66 designation with 19 years of industry experience. He has worked at HBKS Wealth Advisors since 2017 and previously at Locust Capital Management LLC from 2013 to 2017. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, providing investment management, financial planning, and pension consulting. The firm offers tailored portfolios using a range of strategies and multiple platform arrangements, with services including a dedicated high-net-worth offering branded as Level 3.

Courtney Kelly is a financial advisor at Robertson Stephens with a Series 65 designation and one year of industry experience. Prior to joining Robertson Stephens, she worked at Altera Digital Health and Dimagi. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, investment and pension consulting, and a range of planning services including tax and estate planning.

Callahan Hanson is a financial advisor at MyCIO Wealth Partners, LLC, holding a Series 65 designation and based in Philadelphia, PA. He joined MyCIO Wealth Partners in 2026 after a one-year tenure at Dodge & Cox Investment Management and has prior experience in education and retail. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, pension plans, and charitable organizations. The firm focuses on non-discretionary portfolio management and offers a range of services including financial planning, retirement consulting, and CIO services, with investments across mutual funds, ETFs, private funds, and alternative assets.

Amy Leis is a CFP® with 18 years of industry experience, currently serving as an advisor at Main Street Financial Solutions, LLC. She has worked at Main Street Financial Solutions since 2019 and previously spent 11 years at Janney Montgomery Scott LLC. Outside of her advisory role, she assists with social media consulting for a family-owned furniture design business. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an academic-based, multi-asset class investment approach, utilizing mutual funds, low-cost ETFs, actively managed funds, and alternative investments, while also providing ERISA fiduciary consulting and managing both discretionary and non-discretionary portfolios.

James Ciamacco is a CFP® professional with six years of industry experience, currently serving as an advisor at Wescott Financial Advisory Group LLC. His prior roles include positions at Certior Financial Group, Mutual Securities, and The Vanguard Group. Outside of his advisory work, he is involved with Quality Community Living, Inc., a nonprofit organization. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, trusts, foundations, pension plans, and corporations. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies with a tax-sensitive, disciplined process tailored through individualized Investment Policy Statements.