Seth Kell is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at O'Neill Consulting Corporation and LPL Financial. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals—including 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, using a combination of in-house strategies and third-party managers across multiple platforms.

Charles Boinske is a CFP® and holds a Series 66 license with five years of industry experience. He currently works at Modera Wealth Management, LLC, where he has been since 2023, following three years at Dimensional Fund Advisors. Prior to his advisory roles, he spent four years at Pennsylvania State University. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors by offering wealth management, portfolio management, retirement plan consulting, and standalone financial planning. The firm applies a diversified asset allocation strategy based on Modern Portfolio Theory and combines investment management with integrated accounting, tax, and business coaching services.

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.

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.

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.

Frank Hines is a financial advisor with Bryn Mawr Trust Advisors, LLC and holds Series 63 and Series 65 designations. He has 20 years of industry experience, previously working at Commonwealth Financial Network, WSFS Wealth Investments, Susquehanna Financial Group, LLP, and Global Execution Brokers, LP. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to a range of clients including individuals, trusts, retirement plans, endowments, foundations, and corporations. The firm offers customized investment policy statements and diversified portfolios using independent managers, mutual funds, ETFs, proprietary separate accounts, and third-party private fund platforms, and maintains co-advisory relationships with WSFS Bank and other institutions.

James Graves is a Certified Financial Planner (CFP®) with 31 years of industry experience. He is currently with Wealthcare Advisory Partners LLC and has worked at Bank of America and Merrill. Graves is a partner in a private equity limited partnership associated with Morgan Stanley Private Markets Fund Employee Investors III LP. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using proprietary Wealthcare software and incorporates both passive and active investment strategies along with dynamic rebalancing when appropriate.

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.

Ethan Anderson is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA, holding a Series 65 designation. He has experience working at Hartford Funds and has been with MyCIO Wealth Partners since 2023. Prior to his financial services roles, he held positions at Drexel University, Biotelemetry, and other firms. MyCIO Wealth Partners 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 both discretionary and non-discretionary portfolio management, financial planning, and CIO services, with a focus on a broad range of investment vehicles and a predominantly non-discretionary approach.

Alexander Snyman is a Series 66-licensed financial advisor with 14 years of industry experience. He currently works at Capital Analysts and Lincoln Investment, and previously held roles at Barilotti Wealth Strategies and Eagle Strategies. Snyman is also appointed as an insurance agent, brokering fixed insurance with outside carriers. Capital Analysts serves a diverse client base including individual investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs and access to third-party managers. The firm’s investment decisions are guided by an in-house research team using proprietary screening methods, and it maintains a close affiliation with Lincoln Investment.

David Horan is a financial advisor at MyCIO Wealth Partners, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Carpenter Technology Corporation and various organizations linked 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 recommending and monitoring portfolio allocations across a variety of investment vehicles, operating mainly on a non-discretionary basis.