Steven Bachmann is an advisor with Wealthcare Advisory Partners LLC and holds a Series 66 designation. He has experience in roles including law enforcement and insurance consulting prior to entering the financial advisory field. Bachmann is also involved in community outreach through his work with the Morris County Sheriff's Office, assisting vulnerable populations via the Hope One program. Wealthcare Advisory Partners LLC offers 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 supported by proprietary software and quantitative metrics, combining both passive and active investment strategies and maintaining affiliations with multiple custodians and platforms.

Derek Stavarski is a financial advisor with McAdam LLC in Radnor, PA, holding Series 63 and Series 65 designations and eight years of industry experience. He has been with McAdam LLC and Purshe Kaplan Sterling Investments since 2016. McAdam advises a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm provides financial planning, investment management, and retirement plan consulting, managing portfolios through a combination of mutual funds, ETFs, individual securities, and alternative investments, with a focus on fundamental analysis and periodic reviews.

Magdalena Dobrowolska is a financial advisor at Bryn Mawr Trust Advisors, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at Bryn Mawr Capital Management, WSFS, Wealth Enhancement Group, and CMG Capital Management Group. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, and corporations. The firm utilizes diversified portfolios with Independent Managers, mutual funds, ETFs, and private fund platforms, and offers both discretionary and non-discretionary portfolio management.

Danajette Kurtz is a financial advisor at Wedbush Securities Inc. with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across various asset classes and capital markets functions. The firm manages approximately $5.68 billion in regulatory assets and combines broker-dealer services with clearing, custody, and prime services related to commodities and derivatives.

Thomas Keefer is a financial advisor at Bryn Mawr Trust Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at PNC Investments, Commonwealth Financial Network, WSFS Wealth Investments, and PayPal. Keefer also spends part of his time involved in fixed insurance sales conducted at his branch location. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser serving individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm offers discretionary investment management and financial planning, employing a proprietary multi-asset investment approach that integrates strategic asset allocation, tactical adjustments, and a mix of active and passive managers.

Mark Bradford is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Bryn Mawr Trust Advisors, LLC, where he has worked since 2025, following prior roles at Bryn Mawr Trust and PNC Bank. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management to a diverse client base that includes individuals, trusts, retirement plans, endowments, foundations, and corporations. The firm employs customized investment policies and diversified portfolios incorporating Independent Managers, mutual funds, ETFs, and private fund platforms, and offers ESG strategies through third-party providers.

Robert Friedman is a financial advisor at Nations Financial Group, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors from 2009 to 2025. Additionally, he owns Viridity Wealth Management, through which he provides investment and advisory services. Nations Financial Group, Inc. offers investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm’s investment approach combines proprietary model portfolios with outside manager options, allowing advisors to tailor strategies based on client objectives and risk tolerance.

Richard Volpe is a CFP® and ChFC® with 34 years of industry experience. He is currently with Wescott Financial Advisory Group LLC, where he has worked since 2022, following a long tenure at Asset Planning Services, Ltd. He serves as President and a board member of Anterian Holdings, Ltd., a holding company formed after the sale of Asset Planning Services’ client asset management contracts to Wescott. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies with a tax-sensitive, disciplined process.

Francis Lapowsky is a financial advisor with Main Street Financial Solutions, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America and Merrill. Main Street Financial Solutions serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, offering financial planning, investment management, and retirement plan consulting. The firm employs an academic-based, multi-asset class investment approach, combining passive and active strategies while providing ERISA fiduciary consulting and institutional advisor-facing services.

Ross Cohn is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Sage Financial Group Inc. since 2021 and previously held roles at UBS Financial Services, PitchBook Data Inc., the National Basketball Association, and the Philadelphia 76ers. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors, offering both discretionary and non-discretionary investment management and financial planning. The firm’s investment approach is based on fundamental analysis and a long-term purchase orientation, with services that include family office support and management of affiliated private pooled real-estate funds.

Charlie Cho is a financial advisor at Santander Securities LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities, Santander Bank, Key Investment Services, KeyBank, Wells Fargo, and Hartford Insurance Co. Cho is based in York, PA. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party investment managers and centralized client support.

Christopher Travers is a financial advisor at Logan Capital Management, Inc. with 28 years of industry experience. He holds Series 65 and Series 63 designations and has worked at Logan Capital Management since 2016, alongside prior roles at Quasar Distributors, LLC. Logan Capital Management is an SEC-registered adviser overseeing approximately $3.1 billion in assets and serves around 1,800 clients through discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a combination of macroeconomic analysis, fundamental and technical research, and integrates AI into its investment process, managing a range of equity and fixed-income strategies alongside an affiliated registered ETF.

Marina Hernandez is a CFP® with 11 years of industry experience, currently affiliated with Dynamic. She previously worked at White Lighthouse Investment Management and has operated her own tax firm, MHTAX, since 2009. In addition to her advisory role, Ms. Hernandez provides continuing education on international tax practice and planning, and runs a nonprofit educational website focused on U.S. expats and immigrants. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm employs a long-term, client-specific investment approach and offers portfolio management, financial planning, retirement plan services, and sub-advisory support.

Anurati Patel is a financial advisor with Great Valley Advisor Group, LLC and holds Series 63 and Series 65 credentials. She has 36 years of industry experience and previously worked at firms including LPL Financial, Affirmative Wealth Partners, Hornor Townsend & Kent Inc, and Mass Mutual. She also maintains a non-variable insurance business and provides investment advisory services through Affirmative Wealth Partners. 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 with ongoing due diligence and portfolio oversight.

Edward D'entremont Jr. is a financial advisor at Nations Financial Group, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he is also an agent involved in the sales of life insurance, long-term care insurance, and annuities. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, employing proprietary model portfolios alongside outside managers to tailor strategies based on client objectives and risk tolerance.

Theodore Cohn is a financial advisor at Capital Analysts with 47 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Mr. Cohn has been with Capital Analysts since 2001 and also has experience with Lincoln Investment since 2012. In addition to his advisory role, he owns Sun Benefits, a business involved in insurance and group benefit sales, including fixed insurance products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management and research team, employing proprietary screening tools and providing various advisory services tailored to client needs.

William Corr is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes roles at Cadaret, Grant & Co., Inc. and M.S. Howells & Co. Outside of investment advising, he is involved in life insurance and fixed annuity sales. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts and estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework, utilizing proprietary tools and quantitative measures to construct long-term oriented portfolios that include a range of investment options and access to private placements.

Kathleen Duffy is a financial advisor at Bryn Mawr Trust Advisors, LLC with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Private Bank and Veritable, L.P. There are no additional notable outside activities reported. 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 strategies using a range of vehicles including independent managers and private fund platforms, and it serves as a sub-adviser to WSFS Bank’s Wealth division and other advisers.

Kirk Okumura is a ChFC® and financial advisor at Apella Wealth with six years of industry experience. Prior to joining Apella Wealth in 2025, he worked for eight years at The American College of Financial Services, where he also serves as a peer reviewer for academic content and as an adjunct instructor for the Financial Services Certified Professional program. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering a range of investment management, financial planning, and consulting services. The firm employs a model-driven, quantitative investment approach with an institutional reach that includes insurance company clients and a broad product mix across separately managed accounts, automated platforms, and held-away plan integration.

Eric Zeltner is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at several firms including Congress Wealth Management LLC, MainLine Securities LLC, MainLine Private Wealth, LLC, Stifel Nicolaus & Co Inc, Bank of America, N.A., and Merrill. He is currently with CW Advisors, LLC. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and offers services such as wealth management, financial planning, family office solutions, retirement plan advisory, and portfolio management.