Logan Cruet is a financial advisor at Gladstone Wealth Partners with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial and Florida Financial Advisors. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing a variety of investment strategies including individual equities, bonds, mutual funds, ETFs, and alternative investments.

Jacob Bloom is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA. He holds the Series 65 designation and has been in the industry since 2025. His prior experience includes roles at Brown Brothers Harriman, JPMorgan Trust Co of Delaware, and Drexel University. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, estates, pension plans, and charitable organizations. The firm emphasizes non-discretionary portfolio management and offers access to a range of investment options including mutual funds, private funds, and alternative investments.

Jeffrey Garlatti is a financial advisor with BCG Securities, Inc. in Cherry Hill, NJ, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities LLC. He has been with BCG Securities and affiliated entities since 2018. BCG Securities serves institutional retirement plans and individual clients with accounts generally above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes written investment policy statements and tailored, non-discretionary advice, regularly utilizing independent third-party managers and multiple analytical approaches.

James Hutchinson is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Bryn Mawr Trust Advisors, LLC. He previously worked at PNC Bank for over two decades before joining Bryn Mawr Trust and its affiliated capital management firm. 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 individuals, institutions, and qualified plans. The firm uses a proprietary multi-asset approach combining strategic and tactical asset allocation with a variety of investment vehicles, including active and passive managers and option strategies.

Ryan Tomkinson is a CFP® and ChFC® with 18 years of industry experience, currently serving as a financial advisor at Nations Financial Group, Inc. since 2019. Prior to this, he worked at Wells Fargo Advisors Financial Network LLC for nine years. Outside of his advisory role, he is involved with the Merion Fire Company as a board member and finance chair. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios combined with outside managers to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Jake Pinto is a CFP® with nine years of industry experience, currently serving at McAdam LLC since 2016. His prior work includes a two-year period at Purshe Kaplan Sterling Investments and a year as a day trader. McAdam LLC provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm typically manages client portfolios on a discretionary basis, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and specialized exposures such as direct indexing and private investment funds.

Pawel Durka is a financial advisor at Girard Advisory Services, LLC with seven years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Girard Advisory Services in 2018, he worked at SEI Investments from 2014 to 2018. Girard Advisory Services is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers wealth management, financial planning, and retirement plan consulting with an emphasis on asset allocation, diversification, and tailored portfolios through a proprietary research process and an Investment Committee.

Patrick Gano is a financial advisor at HBKS Wealth Advisors with 13 years of industry experience. He has previously worked at Liberty Partners Financial Services, Fiduciary Advisors, and Professional Capital Services. Gano holds Series 63 and Series 65 licenses. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm uses tailored portfolios managed on a discretionary basis through proprietary models and multiple platform arrangements, providing a broad range of investment strategies without specializing in any single area.

William Stanley Jr. is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA, holding a Series 65 designation with 10 years of industry experience. He has been with MyCIO Wealth Partners since 2015. MyCIO Wealth Partners provides investment advisory and related planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers a range of portfolio management and financial planning services, focusing primarily on non-discretionary asset management and sponsoring multiple affiliated private pooled investment vehicles.

Joshua Godick is a Series 65 licensed advisor with McAdam LLC in Radnor, PA, where he has worked since 2017. He has eight years of industry experience and previously worked with Citizens for Rich Negria and Equality Pennsylvania. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client portfolios on a discretionary basis, using a range of investment vehicles and incorporating specialized exposures such as direct indexing and private investment funds.

David Barol is a CFP® and ChFC® with 32 years of industry experience. He is currently with CreativeOne Securities, LLC and has previously worked at Securities America Advisors, Questar Asset Management, and Lincoln Financial Advisors. Outside of his advisory work, he hosts the podcast "Bridge to Knowledge by David Barol" and is involved in book publishing through Bala House Publishing. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management and offers a variety of financial services including fiduciary retirement-plan support and access to third-party manager programs.

Pamela Lepore is a CFP® with 26 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1999. Pamela is currently affiliated with Capital Analysts in Mt. Royal, NJ. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment management and research team, and offers options such as automated rebalancing and tax-aware strategies.

Thomas Holt Jr. is a CFA® charterholder with 24 years of industry experience. He is a principal at Legacy Advisors, LLC and has been affiliated with both Legacy Advisors and M HOLDINGS SECURITIES, Inc. for over 20 years. Legacy Advisors, LLC is a registered investment adviser managing approximately $4.18 billion in client assets. The firm serves pension and corporate retirement plans, charitable organizations, and individual investors by providing portfolio management, financial planning, and retirement plan consulting, combining multiple analysis techniques with manager monitoring and offering both discretionary and non-discretionary management.

Jared Bolling is a financial advisor at Bryn Mawr Trust Advisors, LLC with Series 65 and Series 66 credentials. He joined the firm in 2026 and has prior experience at WSFS Bank and various positions outside the financial industry. Bryn Mawr Trust Advisors, LLC is a wholly owned subsidiary of WSFS Financial Corporation that provides discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, and institutional clients. The firm combines strategic asset allocation with tactical adjustments and employs both active and passive managers while utilizing proprietary multi-asset solutions.

Alec Price is an investment advisor representative with Concurrent Investment Advisors, LLC and a registered representative with Purshe Kaplan Sterling Investments, Inc., holding Series 63 and Series 65 credentials. He has 36 years of industry experience, including roles at Bank of America and Merrill Lynch. Outside of his advisory roles, Alec Price is involved in managing Price Financial Management Holdings and owns 73 Holdings LLC, which rents office space in West Berlin, NJ. Concurrent Investment Advisors provides wealth management, financial planning, and retirement advisory services to a diverse client base including individuals, families, trusts, and businesses. The firm employs a long-term investment approach using a combination of ETFs, mutual funds, individual securities, and alternative investments, serving over 10,000 clients with approximately $9.9 billion in assets under management.

Jason Siebert is a financial advisor with Simplicity Wealth in Philadelphia, PA, holding a Series 65 designation and one year of industry experience. His prior roles include positions at JD Financial & Insurance, Advisor Share Wealth Management, Foundations Investment Advisors LLC, and Insight Folios. Outside of his advisory work, he is president of JJAVERY Inc, where he manages marketing, finances, sales, and customer service for life insurance and annuities. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporations, institutions, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering both advisory and technology-driven operational services for advisers, including a third-party advisory platform with multiple model managers.

Stephen Mc Carrick is a financial advisor with McAdam LLC in Radnor, PA, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions with JPMorgan Securities LLC and JPMorgan Chase Bank, NA, as well as involvement with the Philadelphia Eagles. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client portfolios with a discretionary approach, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments, and offers services such as a subscription planning product and estate-document creation.

Ross Harryhill is a financial advisor at MyCIO Wealth Partners, LLC with four years of industry experience. He holds a Series 65 designation and has worked in various roles related to the University of Pennsylvania and Penn Athletics prior to joining MyCIO Wealth Partners. MyCIO Wealth Partners, LLC provides investment advisory and related planning services primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management along with comprehensive financial planning and institutional CIO services.

Alan Cohn is a CFP® with 27 years of experience, serving as co-president of Sage Financial Group Inc. since 1991. He leads multiple affiliated investment-related businesses, including private equity and real estate partnerships. Additionally, he serves on the advisory committee of an unaffiliated venture capital fund. Sage Financial Group provides investment management and financial planning to individuals, plans, trusts, and private fund investors. The firm’s approach emphasizes fundamental analysis and long-term investments, with a notable focus on affiliated private pooled real-estate funds and family office services.

Christopher Cohen is a CFP® professional with 14 years of industry experience, currently advising at BCG Securities, Inc. His prior roles include positions at Citizens Securities, Inc., PFS Investments Inc., and Primerica Financial Services. Cohen is based in Cherry Hill, NJ. BCG Securities, Inc. 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 emphasizes tailored investment policy statements and often provides advice on a non-discretionary basis while utilizing independent third-party managers and a variety of analytical approaches.