Tamara Indianer is a CFP® professional with over 31 years of experience in the financial industry. She is currently with Capital Analysts and has held long-term positions at Lincoln Investment and Managed Benefits Group. Indianer serves on the CRES Committee to promote financial literacy in public schools and is a board member of Neurofibromatosis Northeast, a nonprofit focused on research and clinical care for NF. She also chairs the Vendor Advisory Committee for MASBO, an organization for school business officials. Capital Analysts serves a diverse client base including individuals, 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 team, with services ranging from model portfolios to ERISA retirement plan advisory.

Ryan Soehnel is a financial advisor at myCIO Wealth Partners, LLC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at the Wilmington Country Club and educational positions at the University of Delaware and local schools. 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 offers discretionary and non-discretionary portfolio management and financial planning, with a focus on recommending and monitoring allocations across a range of investment vehicles.

Mark Ayers is a CFP® with 17 years of industry experience. He is currently with Capital Analysts and Lincoln Investment, having previously worked for The Vanguard Group for 15 years. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm utilizes an in-house investment management team to support discretionary and non-discretionary portfolio management, offering model and custom portfolios, third-party manager access, and ERISA retirement plan advisory services.

Michael Mall is a CFP® professional with 15 years of industry experience, currently affiliated with Coppell Advisory Solutions LLC. He has held roles at Nexus Medicare Solutions, Fusion Capital Management, Virtue Capital Management, and Mall Retirement Group, which he owns. Mall serves as founder and CFO of Nexus Medicare Solutions, a Medicare-focused business. Coppell Advisory Solutions LLC serves individuals, pension plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning, employing an open-architecture investment platform and combining internally developed and independent asset allocation models.

Robert Donnelly is a ChFC® credentialed financial advisor with 37 years of industry experience. He is currently with Kovack Advisors, Inc. and has held roles at Alpha Advisors Alliance, LLC, Woodbury Financial Services, Inc., Questar Asset Management, Questar Capital Corporation, and ProEquities, Inc. Outside of his advisory work, he serves as vice president of the Southhampton Business Association, engaging in local business networking. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, and financial institutions. The firm offers discretionary and non-discretionary asset management with an emphasis on diversified asset-class exposure through mutual funds, ETFs, and other vehicles tailored to client objectives.

Devin Musser is a financial advisor at MyCIO Wealth Partners, LLC with two years of industry experience and holds a Series 65 designation. His prior experience includes roles at MyCIO Wealth Partners in different capacities, as well as work at Tommy's Tavern & Tap Restaurant and the University of Delaware. 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 emphasizes non-discretionary portfolio management and offers access to a wide range of investment vehicles, including private pooled funds and alternative investments.

Joshua Feldschneider is a financial advisor at Pine Valley Investments with nine years of industry experience. He holds the Series 66 designation and has worked at Pine Valley since 2018. Prior to that, he was employed at Merrill Lynch from 2016 to 2018 and has also been associated with Bank of America since 2016. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm employs a range of analytical approaches and trading strategies under discretionary authority and serves both directly managed accounts and referred clients through Tri-Party Agreements.

Nicolette Seilus is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Continuum Advisory, LLC. Her prior experience includes roles at Triad Advisors LLC, The Vanguard Group, and West Virginia University. Outside of her advisory work, she has been involved with Puebla Foods INC/La Madera Bistro. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans with financial planning, consulting, and portfolio management services. The firm offers tailored investment solutions through a network of independent advisors and manages over $1.4 billion in assets.

John Walters is a CFP® professional with six years of industry experience, currently serving as an advisor at Bryn Mawr Trust Advisors, LLC. His prior roles include positions at Bryn Mawr Capital Management, The Vanguard Group, Inc., and Mass Mutual Investors Services. He holds a life and health insurance license in multiple states, maintained with no active hours devoted. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other business entities. The firm offers customized investment policy development and diversified portfolio management through a range of vehicles, including Independent Managers and ESG strategies, and serves as a sub-adviser to WSFS Bank’s Wealth division and other fiduciaries.

Chad Mc Queen is a financial advisor at Concurrent Investment Advisors, LLC with three years of industry experience. He holds the Series 66 designation and has worked at Merrill and The College of New Jersey, among other roles. He is also Vice President of Investments at Spectrum Wealth. Concurrent Investment Advisors provides wealth management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm serves over 10,000 clients with approximately $9.9 billion in assets under management, using a long-term investment approach with diversified portfolios.

Mark Weiner is a financial advisor at BC Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked with MAFG RIA Services, Inc. and Tristar Insurance Group. BC Advisors, LLC provides ongoing investment advisory services, portfolio analysis, and consolidated performance reporting to individuals, trusts, pension and profit-sharing plans, corporations, estates, and other entities. The firm employs fundamental analysis supplemented by charting and cyclical analysis and offers a broad range of investment strategies, including equities, options, fixed income, ETFs, private funds, and alternative investments.

Luis Sepulveda Jr. is a financial advisor at Bryn Mawr Trust Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at Valley National Advisers Inc and Chartwell Investment Partners. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation that offers discretionary investment management, financial planning, retirement-plan fiduciary services, and participant account management to individuals, institutions, and qualified plans. The firm utilizes a Proprietary Multi-Asset Solutions approach combining strategic asset allocation, tactical adjustments, and a mix of active and passive managers, serving a broad client base including high-net-worth individuals and institutional clients.

Peter Henson is a CFP® professional with eight years of experience in the financial services industry. He is currently with Wescott Financial Advisory Group LLC, where he has worked since 2024. His prior experience includes roles at Wells Fargo Advisors, Raymond James & Associates, Inc., and Lincoln Financial Group. Outside of his advisory career, he spent time working at DoorDash early in his professional history. Wescott Financial Advisory Group serves individual clients, family offices, charitable organizations, and retirement plans, offering wealth management, financial planning, trust services, and retirement plan consulting. The firm utilizes an open-architecture, multi-manager investment approach that combines passive and active strategies and emphasizes tax-sensitive portfolio construction.

Billie Aponte is a financial advisor at Sound Income Strategies, LLC with 16 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms, including Newtown Wealth Management Inc. and Aponte Financial Services LLC. She is also involved in the sale of fixed insurance and fixed annuity products through Aponte Financial Services LLC. Sound Income Strategies is a fee-based investment adviser serving a diverse client base that includes individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers specialized services such as family-office and special-needs planning.

Angelica Andrews is a financial advisor at Ritholtz Wealth Management in Philadelphia, PA, holding Series 63 and Series 65 licenses with three years of industry experience. She previously worked at Tiedemann Advisors and The Vanguard Group, Inc. before joining her current firm. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process with diversified, low-cost ETFs and tactical overlays, and offers both advisor-led and digital platform services.

Steven Brettler is a financial advisor at Gladstone Wealth Partners with 25 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank before joining Gladstone and LPL Financial in 2020. 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, retirement plan consulting, and access to various investment strategies and third-party solutions.

Robert Bap Wasko is a CFP® credentialed financial advisor with 12 years of industry experience. He has been with Wescott Financial Advisory Group LLC in Philadelphia, PA since 2016. Wescott Financial Advisory Group serves individual clients, family offices, charitable organizations, and retirement plans, providing wealth management, financial planning, trust services, and pension consulting. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies and emphasizes tax-sensitive portfolio construction.

Thomas Scorcia is a financial advisor at Saxony Capital Management, LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Brookstone Capital Management and Florida Financial Advisors. His background includes roles outside the advisory field, such as entrepreneurial and operational work prior to his advisory career. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors and employs diverse investment strategies, including discretionary asset management and third-party manager due diligence.

Gilbert Crews is a financial advisor at TIAA-CREF with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with TIAA-CREF since 2012. Based in Philadelphia, PA, his career includes over a decade at his current firm. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

David Spetgang is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Janney Montgomery Scott since 2016. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.