Ralph Schneider is a Series 63–licensed advisor with Capital Analysts, based in Jenkintown, PA, and has 33 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1992. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs and offers access to third-party managers, supported by an in-house investment management and research team.

Michael McGuire is a financial advisor at Girard Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Traynor Capital Management and Accelion. Prior to his advisory career, he gained experience in other fields including retail and education. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm emphasizes asset allocation and diversification through a proprietary research process and offers a range of investment strategies and retirement plan services, supported by its status as a wholly owned subsidiary of Univest Bank and Trust Co.

James Ward is a financial advisor at BCG Securities, Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and LPL Financial LLC. Outside of his advisory role, he works as a delivery driver for Uber and Amazon Flex. BCG Securities serves institutional retirement plans and individual clients with accounts typically above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm focuses on developing written investment policy statements and tailoring recommendations to client goals, often implementing advice on a non-discretionary basis.

Waheed Gbadamosi is a financial advisor at Santander Securities LLC with a Series 66 designation and four years of industry experience. His background includes roles at Citizens Securities, Inc., NYLIFE Securities LLC, and Santander Bank, NA. He serves as a Supply Specialist in the United States Army National Guard. Santander Securities LLC provides investment advisory services to a broad retail client base, managing approximately $3.14 billion in regulatory assets across over 10,800 client relationships. The firm offers portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products, utilizing a range of third-party discretionary investment managers and an affiliated banking relationship.

Jacob Hille is a financial advisor at MyCIO Wealth Partners, LLC, holding a Series 65 credential with one year of industry experience. His background includes roles outside finance such as work at Instacart, DoorDash, and community positions related to Franklin & Marshall College and local schools. MyCIO Wealth Partners provides advisory and planning services to high-net-worth individuals, trusts, pension plans, and charitable organizations. The firm emphasizes non-discretionary portfolio management and offers a range of investment options including mutual funds, private funds, and alternative investments.

Sean Coyle is a financial advisor at Main Street Financial Solutions, LLC with two years of industry experience. He holds a Series 65 designation. Prior to joining Main Street Financial Solutions in 2023, he worked at CFGI from 2021 to 2023 and has experience at Temple University and the Baltimore Orioles. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers financial planning, investment management, and retirement plan consulting, using an academic-based, multi-asset class investment approach tailored to clients’ objectives and risk profiles.

Brandon Mcfadden is a financial advisor at Bryn Mawr Trust Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Truist Investment Services and BB&T Securities. Bryn Mawr Trust Advisors, LLC is a bank-affiliated SEC-registered investment adviser serving individuals, trusts, foundations, corporations, and institutional clients. The firm offers discretionary investment management and financial planning, using a multi-asset approach that combines strategic and tactical asset allocation with both active and passive managers.

Ryan Tyrell is a financial advisor with Prosperity - An EisnerAmper Company, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at CPA Financial Group, LLC, Commonwealth Financial Network, and EisnerAmper Wealth Management & Corporate Benefits, LLC. He is also president and sole owner of a private entity established to facilitate his fixed insurance business. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, managing about $5 billion in client assets through discretionary and non-discretionary strategies, often employing third-party independent managers and technology platforms.

Ian Meierdiercks is a financial advisor with StoneX Advisors Inc. and holds Series 63 and Series 65 designations. He has 27 years of industry experience, including over 10 years at StoneX Advisors and 1 year at IM Wealth Partners Investment Advisors LLC. Outside of advisory work, he is involved as a member of a scholarship program LLC supporting children's education. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house private client group. The firm uses a variety of model-based and third-party manager solutions and is part of the broader StoneX Group, which offers integrated clearing, custody, and lending capabilities.

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.

Ray Massey is a CFP® certificant and holds Series 63 and Series 66 licenses, with 10 years of experience in the financial services industry. He has worked at Merit Financial Advisors and PKS Investments since 2026, and previously held roles at GlennCo, LLC., Commonwealth Financial Network, and The Vanguard Group, Inc. Massey has experience in both investment advising and financial planning. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach managed by internal teams with customization options for advisors.

Harry Forst is a CFP®-designated financial advisor at Capital Analysts with over 42 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1983. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, corporate clients, trust companies, and third-party advisers. The firm offers discretionary and non-discretionary portfolio management through various programs and emphasizes an in-house investment management team using proprietary screening methods.

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.

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 23 years of experience in the financial services industry and has been with Abacus Wealth Partners since 2009. She holds the Series 65 designation and is based in Ardmore, PA. Outside of her advisory role, she serves as president of The Lerr Corp., a family-owned industrial real estate business. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a wide range of clients, including individuals, families, trusts, and charitable organizations. The firm employs a passive, asset-class-based investment approach and also manages private fund interests such as the Align Impact private fund.