Zackary Dempster is a financial advisor with Bryn Mawr Trust Advisors, LLC in Philadelphia, PA. He holds a Series 65 credential and has been with the firm and its affiliate WSFS Bank since 2023. Prior to his current role, he owned and operated First State Power Wash from 2020 to 2022. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser that provides discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm manages approximately $3.51 billion in regulatory assets and employs a multi-asset investment strategy combining strategic and tactical approaches with active and passive managers.

Conor Mc Kenna is a financial advisor at BCG Securities, Inc. with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining BCG Securities, he worked at ADP for six years and at Lehigh Valley Health Network for two years. 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 employs a non-discretionary approach, uses independent third-party managers, and integrates multiple investment analyses across various strategies.

Kevin Clark is a Series 66-credentialed advisor with Capital Analysts, based in Lansdale, PA, and has 12 years of industry experience. He has worked with Lincoln Investment Planning since 2012 and is affiliated with the University of Scranton. Clark is also a co-founder and partner of MC Capital Management, LLC, a financial services firm. 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 using in-house model portfolios and a proprietary mutual fund screening process, with a range of advisory services including custom portfolios and ERISA retirement plan consulting.

Robert Stark III is a financial advisor at McAdam LLC in Philadelphia, PA, holding a Series 65 designation with four years of industry experience. Prior to joining McAdam in 2020, he worked at Red Dog Resort & Spa and Robert Half, and served six years in the Army National Guard. 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 along with alternative and specialized investment strategies.

Samuel Newsham is a financial advisor at Capital Analysts with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Lincoln Investment since 2013. Outside of his financial career, he is active in community and charitable organizations, serving as Vice President of the Golden Slipper Club and participating in music performance as a bass player for the group GO HAM!. He also coaches middle school wrestling and is involved in the Masonic fraternity as chairman of the trustees. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and employs an in-house investment management team that oversees model portfolios and a proprietary mutual fund screening process.

Cassandra Alleyne is a financial advisor at Santander Securities LLC with 19 years of industry experience. She holds the Series 66 designation and has worked within the Santander organization since 2016, including roles at Santander Bank, NA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to securities-based lending and insurance products.

Brianna March is a financial advisor at BLBB Advisors with 11 years of industry experience. She holds a Series 65 designation and has worked at BLB&B Advisors, LLC since 2019 and previously at Gwynedd Company from 2005 to 2018. BLBB Advisors provides investment management and financial planning to a diverse client base including individuals, trusts, corporations, business owners, pension plans, and non-profit organizations. The firm manages approximately $3.25 billion in client assets and offers a range of services such as portfolio structuring, personalized financial planning, and educational seminars, with an emphasis on asset allocation and risk-based investment objectives.

Skip Massengill is a financial advisor with Realta Investment Advisors, Inc. and Realta Equities, Inc., holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. Prior to joining Realta in 2017, he spent eight years with Robert W. Baird & Co. Outside of his advisory role, Massengill is a minority owner of the Retirement Educational Institute, serves as co-chair of the ethics committee for the Philadelphia Estate Planning Council, and is a board member for youth football and a nursing home organization. He is also involved in writing educational material on retirement and leads a cyber solution storage business. 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 personalized investment strategies based on asset allocation across various securities and operates multiple platforms and third-party manager programs to serve its diverse client base.

Brian Gassaway is a financial advisor at McAdam LLC with five years of industry experience. He holds a Series 65 designation and has been with McAdam since 2019. Prior to his current role, he worked in various positions including at Saint Joseph University and Neato Burrito. 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 manage portfolios across mutual funds, ETFs, independent managers, and individual securities, offering a tiered financial-planning subscription and access to alternative investment strategies.

Paul Fontanes Jr. is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA. He holds a Series 65 designation and has been with MyCIO Wealth Partners since 2023. Prior to his advisory role, he worked with the U.S. Department of Navy and has a background that includes education roles at Pennsylvania State University and PA Leadership Charter School. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals and institutional clients. The firm emphasizes non-discretionary portfolio management and offers access to a range of investment vehicles, including private pooled funds and hedge funds, serving clients with substantial investible assets.

Daniel Lugo Villegas is a financial advisor with MyCIO Wealth Partners, LLC in Philadelphia, PA, holding a Series 65 designation and two years of industry experience. His prior roles include positions at KPMG, LLP and BLBB Advisors, LLC. Outside of finance, he has been involved with Brandon's Candles and has academic connections to Temple University. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm focuses on non-discretionary portfolio management and financial planning, with portfolios implemented across a range of investment vehicles including mutual funds, private funds, and alternative investments.

Rita Camp is a financial advisor at Santander Securities LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Santander Securities and Santander Bank since 2015, with prior experience at Wells Fargo and Uber. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and centralized client support.

Joseph Rowan is a financial advisor at Girard Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. and AMERICAN ENTERPRISE INVESTMENT SERVICES INC. Outside of his advisory role, he serves as a football referee for youth and high school games. Girard Advisory Services, LLC is a fee-only registered investment adviser providing wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm emphasizes asset allocation, diversification, and tailored portfolios supported by proprietary research and an Investment Committee, and operates as a wholly owned subsidiary of Univest Bank and Trust Co., allowing it to offer a range of affiliated financial services.

Matthew Norwood is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Capital Analysts. He previously worked with The Vanguard Group and Lincoln Investment. In addition to his advisory role, he leads continuing education seminars on financial planning as a seminar instructor. 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 through various programs, utilizing proprietary investment models and a dedicated in-house research team.

Stephen Rennard is a CFP® and holds a Series 65 license with 17 years of industry experience. He has been with MyCIO Wealth Partners, LLC since 2008. The firm provides investment advisory and related planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. MyCIO Wealth Partners offers a range of portfolio management, financial planning, and CIO services, with a focus on non-discretionary asset allocation and advising multiple affiliated private pooled investment vehicles.

Henry Miller is a CFA® charterholder with nine years of industry experience, currently serving at Miller Investment Management, LP. He has held his role at the firm since 1998. Outside of his advisory work, he serves as a director on the boards of several fast casual restaurant businesses and a music production and publishing company. Miller Investment Management, LP provides investment advisory and supervisory services to a diverse client base including individuals, pooled investment vehicles, retirement plans, foundations, and business entities. The firm employs a multi-member governance model and manages portfolios through a mix of mutual funds, ETFs, unaffiliated active managers, and individual securities.

William Burrough is a financial advisor at McAdam LLC with one year of industry experience. He holds a Series 65 designation and has worked at Di Bruno Bros. and AmeriSourceBergen, among other roles. Burrough is also the founder of Boys Pajama Drive, a charitable organization focused on fundraising and collection efforts. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides financial planning, investment management, and retirement-plan consulting, implementing portfolios through fundamental analysis and offering a range of strategies including alternative and specialized investments.

John Sion is a CFP® with 27 years of industry experience and has been with Sage Financial Group Inc. since 1998. He serves as a named trustee on a client portfolio managed by the adviser, a role undertaken at the client’s request without specific compensation. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors, offering investment management and financial planning services that include family office support and coordination with other professional advisors. The firm’s approach is based on fundamental analysis and a long-term purchase orientation, with notable activity as adviser to affiliated private pooled real-estate funds.

Michael Butrica is a financial advisor at Great Valley Advisor Group, LLC with 14 years of experience at Butrica and Associates LLC and one year at Great Valley Advisor Group. He is also active as a real estate agent outside of his advisory work. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and ongoing oversight, utilizing both in-house and third-party strategies.

Lori Hartman is a financial advisor at Roffman Miller Associates Inc with 20 years of industry experience. She holds a Series 65 designation and has been with Roffman Miller since 2002. Roffman Miller provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.9 billion across about 1,560 client relationships, using a committee-based investment process focused on long-term objectives, diversification, and fundamental research.