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.

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.

Nicholas Filano is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at McAdam LLC. He has worked at Madison Avenue Securities and Purshe Kaplan Sterling Investments prior to his current role. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a tiered weekly financial-planning subscription alongside access to alternative and specialized investment strategies.

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.

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.

John Norton is a financial advisor at Wealthcare Advisory Partners LLC with 48 years of industry experience. He previously worked at Renaissance Financial Services and Cadaret, Grant & Co., Inc., each for over 30 years. Outside of advising, he operates a sole proprietorship selling life, health, disability, and long-term care insurance products. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors, serving individuals, trusts and estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning supported by proprietary software with an evidence-based investment framework to construct long-term oriented portfolios that include a range of asset types and third-party manager mandates.

James Mc Carthy is a Series 65 licensed financial advisor with five years of industry experience. He has worked at McAdam LLC since 2020 and previously operated McCarthy's Services from 2015 to 2020. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting, employing fundamental analysis to allocate assets among mutual funds, ETFs, independent managers, and individual securities tailored to client objectives.

Carmela Elco is a financial advisor at Alera Investment Advisors, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Trinity Investment Advisors, Cerity Partners Retirement Plan Advisors LLC, and Blue Prairie Group, LLC. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans. The firm’s investment approach focuses on long-term, fundamental analysis with portfolios constructed from mutual funds, ETFs, individual equities, and fixed-income securities, supplemented by financial planning and ERISA plan consulting.

Ryan Bond is a CFP® and Series 66-registered financial advisor at Savvy with seven years of industry experience. His prior roles include positions at Empower Advisory Group, Personal Capital Advisors Corporation, The Vanguard Group, Inc., Pennington Partners & Co., and Morgan Stanley. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, ERISA retirement plans, charitable organizations, corporations, and other entities. The firm combines an index-based core with tailored strategies such as direct indexing with proactive tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by quantitative tools and a proprietary technology platform.

Colin Mc Guire is a financial advisor at Capital Analysts with six years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase & Co. and Lincoln Investment. Outside of advising, he has experience with Star One Events and Azie Media. Capital Analysts serves a diverse client base including individuals, 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 team and proprietary screening processes.

Christopher Williams is a CFP® and holds a Series 65 license with six years of industry experience. He is currently with Bryn Mawr Trust Advisors, LLC and has previously worked at Bryn Mawr Capital Management, Affinity Wealth Management LLC, Wilmington Trust, and BNY Mellon. 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 using a combination of independent managers, mutual funds, ETFs, proprietary accounts, and third-party private fund platforms, including ESG options.

Samuel Good is a financial advisor with Bryn Mawr Trust Advisors, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Bryn Mawr Capital Management in 2024, he worked at ACNB Bank and held various roles including a decade-long position with the Gettysburg Area School District. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and subsidiary of WSFS Financial Corporation that offers 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, serving a broad client base including high-net-worth individuals.

Steven Perlman is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has worked at Wealthcare Advisory Partners and LPL Financial since 2018 and previously spent 11 years with both MML Investors Services, Inc. and MassMutual Life Insurance Company. Perlman is also involved in non-variable insurance through Delval Senior Advisors. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets with a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm utilizes a goals-based planning approach supported by proprietary software and applies an evidence-based investment framework incorporating behavioral economics to build long-term portfolios across multiple asset classes.

Daniel Mccarthy is a CFP®-certified financial advisor with 12 years of industry experience. He has been with Wealthcare Advisory Partners LLC and affiliated LPL Financial since 2016. 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 goals-based planning supported by patented software with an evidence-based investment approach that includes proprietary quantitative measures and access to alternative investment platforms.

Michael Reynolds Jr. is a CFP® and Series 66-registered financial advisor with eight years of industry experience. He has been with Janney Montgomery Scott since 2017, including his current role since 2025. Prior to joining Janney, he worked at the University of Delaware Recreation Services from 2015 to 2017. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs through both in-house and third-party portfolio management.

Vincent Crognale is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Janney Montgomery Scott since 2014. Outside of his advisory role, he serves as treasurer for Trident Investment Partners and is a partner involved in financial reviews. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services through multiple portfolio management programs.

Stuart Ettingoff is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He operates Ettingoff Wealth Management, LLC as an additional business activity. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Guglielmo Tullio is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 designations and eight years of industry experience. His prior roles include positions at Clarfeld, Citizens Securities, Inc., and Wells Fargo Clearing. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm provides tailored portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund, utilizing a vertically integrated approach with affiliated funds.

Bruce Lord Jr. is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank. He serves as an elected School Board Director for the Springfield School District in Pennsylvania. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services.

Denise Schatz is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and two years of industry experience. Her work history includes roles at Commonwealth Financial Network and Independence Wealth Services, as well as entrepreneurial experience with Aunt Mamie's Italian Specialties and Denise LaRue Coaching. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a broad adviser-support platform with access to both proprietary and third-party investment solutions, retirement and plan consulting, and custody/clearing services.