Marina Hernandez is a CFP® with 11 years of industry experience, currently affiliated with Dynamic. She previously worked at White Lighthouse Investment Management and has operated her own tax firm, MHTAX, since 2009. In addition to her advisory role, Ms. Hernandez provides continuing education on international tax practice and planning, and runs a nonprofit educational website focused on U.S. expats and immigrants. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm employs a long-term, client-specific investment approach and offers portfolio management, financial planning, retirement plan services, and sub-advisory support.

Anurati Patel is a financial advisor with Great Valley Advisor Group, LLC and holds Series 63 and Series 65 credentials. She has 36 years of industry experience and previously worked at firms including LPL Financial, Affirmative Wealth Partners, Hornor Townsend & Kent Inc, and Mass Mutual. She also maintains a non-variable insurance business and provides investment advisory services through Affirmative Wealth Partners. 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 mix of in-house strategies and third-party managers with ongoing due diligence and portfolio oversight.

Edward D'entremont Jr. is a financial advisor at Nations Financial Group, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he is also an agent involved in the sales of life insurance, long-term care insurance, and annuities. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, employing proprietary model portfolios alongside outside managers to tailor strategies based on client objectives and risk tolerance.

Theodore Cohn is a financial advisor with Capital Analysts, holding the ChFC® designation and Series 63 and 65 licenses, with 47 years of industry experience. He has worked at Capital Analysts since 2001 and has been associated with Lincoln Investment since 2012. Outside of his advisory role, he owns a fixed and group insurance sales business and has been involved in non-variable life settlement transactions. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through a combination of in-house discretionary management and third-party advisors, utilizing a proprietary mutual fund screening process called CAPSL.

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® credentialed advisor with six years of industry experience, currently with Apella Wealth. He previously worked at The American College of Financial Services and Hoey Investments, Inc. Okumura also serves as an adjunct instructor and peer reviewer for academic content in the Financial Services Certified Professional program at The American College of Financial Services. Apella Wealth serves individual and institutional clients, including high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach, offering a range of solutions such as discretionary management, separately managed accounts, and automated advisory options.

Eric Zeltner is a CFP® with 11 years of industry experience currently advising at CW Advisors, LLC. His prior roles include positions at Congress Wealth Management, MainLine Securities, Stifel Nicolaus & Co, Bank of America, and Merrill. CW Advisors, LLC is a multi-team advisory firm serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs a Core-and-Satellite investment approach incorporating active, passive, quantitative, and ESG strategies, and provides investment management, comprehensive wealth planning, and family office services.

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.

Thomas Levy is a financial advisor at Great Valley Advisor Group, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, LPL Financial, Private Advisor Group, and Good Life Advisors. Levy provides investment advisory services through Good Life Advisors LLC, an independent investment advisor firm he started in 2017. Great Valley Advisor Group is a multi-team SEC-registered 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 across various platforms.

Marc Bernstein is a financial advisor with Diversify Advisory Services, LLC, holding the ChFC® designation and Series 63 license. He has 42 years of industry experience, including roles at DFPG Investments, LLC, Hornor, Townsend & Kent, Inc, and Penn Mutual Life Insurance Company. Outside of advising, he is an attorney specializing in civil litigation and personal injury cases, serves on the endowment committee for Tiferet Bet Israel, is a board member of the American Technion Society Eastern Seaboard Region, and is an author working on a financial book. Diversify Advisory Services is an SEC-registered enterprise advisor serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management and consulting services tailored to client goals and risk tolerance.

Jonathan Hommes is a CFP® professional with seven years of industry experience. He currently works at Facet and has prior experience at The Vanguard Group, Mariner Wealth Advisors, and NJ Standard Management. Outside of his advisory roles, he has held positions at William Paterson University of New Jersey and North Jersey Custom Construction Inc. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households through phone, video, and a proprietary web platform. The firm employs model-based asset allocations focused on exchange-traded funds and utilizes technology-driven processes for tax-optimized implementation and ongoing portfolio 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.