Louis Depaul is a financial advisor at BLBB Advisors with 45 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial and Boenning & Scattergood. BLBB Advisors provides investment management and financial planning services to individuals, trusts, corporations, business owners, pension plans, and non-profits, managing approximately $3.25 billion in client assets. The firm emphasizes asset allocation and offers a range of risk-based investment objectives, utilizing models, individual securities, ETFs, select alternatives, and third-party managers as appropriate.

Michael Geraghty is a financial advisor at BLBB Advisors with 12 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. His prior experience includes roles at Janney Montgomery Scott and Boenning & Scattergood. BLBB Advisors provides investment management and financial planning services to individuals, trusts, corporations, business owners, pension plans, and nonprofit organizations, managing approximately $3.25 billion in client assets. The firm offers a range of risk-based investment strategies and specialized services such as a Global Macro ETF strategy and an equity covered-call overlay.

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 experience in the financial services industry. He currently works at Main Street Financial Solutions, LLC and previously held positions at Merrill, Bank of America, N.A., and The Vanguard Group, Inc. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, and corporations, offering financial planning, wealth management, and retirement plan consulting. The firm employs an academic-based, multi-asset investment approach with a focus on mutual funds and low-cost ETFs, while also incorporating actively managed funds, individual securities, and alternative investments.

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.

Jessica Long is a financial advisor at BLBB Advisors with 17 years of industry experience. She holds a Series 66 designation and previously worked for over a decade at Cornerstone Institutional Investors, LLC and its affiliated entities. BLBB Advisors serves individuals, trusts, corporations, business owners, pension plans, and nonprofits, managing approximately $3.25 billion of client assets. The firm offers tailored investment management and financial planning services with an emphasis on asset allocation and risk-based investment objectives, utilizing a range of investment vehicles and strategies including a firm-supervised Global Macro ETF strategy and an equity covered-call overlay.

Peter Augustine is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes roles at LPL Financial, Wells Fargo Clearing, and WELLS FARGO Advisors, LLC. Augustine provides investment advisory services through Great Valley Advisor Group, an independent investment advisor firm. 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 across various platforms.

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.

Therese O’Connell is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and bringing 21 years of industry experience. She has worked at Great Valley Advisor Group since 2017 and previously held roles at LPL Financial, Securities America Advisors, Securities America, and Augustine Associates. Outside of her advisory work, she serves as a girls high school lacrosse coach. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, employing individualized portfolio construction and ongoing oversight using a combination of in-house strategies and third-party managers.

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.

Regan Schumacher is a financial advisor at HBKS Wealth Advisors in Conshohocken, PA, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Janney Montgomery Scott, Bank of America, Merrill, and Wells Fargo. Outside of his advisory work, he is a joint owner of a rental property in Sea Isle City, NJ, where he assists with lease signing and maintenance. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm manages accounts using proprietary model portfolios and multiple platform arrangements, providing a broad range of strategies including fixed income, alternatives, and cryptocurrency exposure.

Farrukh Kazmi is a financial advisor with BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 credentials with 25 years of industry experience. He has been with his current firms since 2010 and 2022, respectively. His other business activities include serving as a financial advisor at A&S Asset Management and managing various real estate office buildings. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets through a network of independent adviser representatives who tailor portfolios using multiple investment structures and strategies.

Christine Pollock is a CFP®-credentialed financial advisor with John Hancock Personal Financial Services, LLC, and has 22 years of industry experience. She has worked with Manulife Asset Management and John Hancock since 2013. Outside of her advisory role, Christine is a certified yoga teacher and teaches classes at local studios in Newtown, PA. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and businesses, using technology-assisted processes to deliver written recommendations primarily focused on asset allocation, retirement, and estate planning.

Patrick Forst is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1986. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, leveraging an in-house Investment Management & Research team and proprietary screening tools while providing a range of customized advisory services.

Zachary Carr is a financial advisor with Capital Analysts, holding a Series 66 designation and having two years of industry experience. He has been with Capital Analysts and Lincoln Investment since 2024. Prior to his advisory career, he completed four years of college education and spent 14 years in primary education. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management and research team using proprietary screening processes.

Jennifer Telesca is a financial advisor at XML Financial Group with 25 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Wells Fargo Advisors Financial Network, John Hancock Advisers, and MFC Global Investment Management. XML Financial Group provides investment management, financial planning, retirement plan consulting, and wrap fee programs to a diverse retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates a multi-advisor team model and uses a blend of fundamental and technical analysis, incorporating third-party managers and an internal Investment Committee to tailor portfolios to client needs.

Brian Ruht is a financial advisor at Santander Securities LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Santander Securities and Santander Bank since 2017, as well as at Citizens Securities, Inc. from 2016 to 2017. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning, primarily serving retail investors through multiple managed account strategies implemented by third-party managers.