Ivan Shabalov is a CFA® charterholder currently with Bryn Mawr Trust Advisors, LLC. He has professional experience at BNY Mellon Wealth Management, BNY Mellon Investor Solutions, and BNY Advisors spanning from 2013 to 2025. 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 variety of vehicles including independent managers and ESG options, and serves as a sub-adviser to WSFS Bank’s Wealth division and other registered advisers.

Joshua Rothbard is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 63 designation and 25 years of industry experience. He has worked at Wealthcare Advisory Partners since 2018 and has been associated with LPL Financial since 2015. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm utilizes a goals-based, client-centered planning approach supported by proprietary software and applies an evidence-based investment framework incorporating behavioral economics and quantitative measures to construct long-term portfolios.

Keandre Buckham is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 credential and beginning his advisory career in 2026. Prior to entering the financial industry, he held various positions across different sectors, including logistics and food services. Sound Income Strategies is a fee-based investment adviser serving a diverse client base, including individuals, corporate and pension clients, 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.

Robert Richards is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 66 credential and 21 years of industry experience. His career includes roles at M.S. Howells & Co., Cadaret, Grant & Co., Inc., and several financial services firms between 2012 and 2019. Richards also provides financial advisory services related to life and disability insurance policies. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based, client-centered planning supported by proprietary software with an evidence-based investment framework that includes fundamental and technical analysis and access to alternative investment solutions.

Andreas Wochtl is a CFP® professional with 12 years of industry experience, currently serving at Wealthcare Advisory Partners LLC. His prior roles include positions with Wells Fargo Clearing, Citizens Securities, Inc., and Edward Jones. He is a board member of the Swedish American Chamber of Commerce. 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 evidence-based processes that combine quantitative metrics with fundamental, technical, and behavioral analysis, offering both passive and active investment strategies.

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.

Brian Fenlin is a financial advisor at Kathmere Capital Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer & Co for 11 years before joining Kathmere in 2024. Kathmere Capital Management provides investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional sponsors. The firm employs a top-down, model-portfolio approach primarily using ETFs and no-load mutual funds, and also manages pooled investment vehicles such as the Kathmere Private Markets Fund 2024 LP.

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.

Jesse Levy is a financial advisor with Independence Square Holdings, LLC in King of Prussia, PA. He holds a Series 66 designation and has 14 years of industry experience. His prior work includes roles at Private Advisor Group, LLC and LPL Financial. Outside of advisory work, he has been employed as a ride-sharing driver since 2022. Independence Square Holdings, LLC provides investment advisory, financial planning, pension consulting, and portfolio management services to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm utilizes a combination of fundamental, quantitative, technical, and modern portfolio theory approaches, offering tailored portfolio solutions and access to third-party managers alongside in-house management and algorithmic tools.

Donal Mcguire is a financial advisor with Capital Analysts, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1994. Mcguire previously wrote life insurance policies with Midland Life but ceased after identifying contractual inconsistencies with Lincoln. 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, employing an in-house investment management team and proprietary screening processes while maintaining affiliations with Lincoln Investment and Pershing/BNY.

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.

Douglas Sweeney is a financial advisor with LPL Financial in King of Prussia, PA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Private Advisor Group, LLC. Sweeney is also involved with Independence Square Holdings, LLC, an independent registered investment advisory firm he started in 2019. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings.

Andrew Mccloskey is a financial advisor with Nations Financial Group, Inc., holding a Series 66 designation and 19 years of industry experience. Prior to joining Nations Financial Group in 2019, he worked for Wells Fargo Advisors Financial Network LLC for 10 years. Outside of his advisory role, Mccloskey serves as president of the Ambassadors Fund for Catholic Education, a charitable family foundation, and holds board positions with the Martin DePorres Foundation and the James A Finnegan Foundation. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach combines proprietary model portfolios with the option to select outside managers, tailoring recommendations based on client objectives, risk tolerance, and liquidity needs.

Mark McMahon is a financial advisor with LPL Financial in King of Prussia, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2012 and also leads Independence Square Holdings, LLC, an independent investment advisor firm he started in 2019. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and combines advisory services with non-advisory product offerings.

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.

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® professional with 12 years of industry experience. He has worked at Capital Analysts, Lincoln Investment, and The Vanguard Group since 2014. Outside of his advisory roles, he serves as a seminar instructor for continuing education courses in financial planning. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and foundations. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment management team and offers customized advisory solutions through various program models.

Seth Dadds is a CFA® charterholder with 18 years of experience in the financial industry. He is currently with Bryn Mawr Trust Advisors, LLC and previously worked at Cypress Capital Management, which merged into Bryn Mawr in 2023. 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 policy statements and diversified portfolios using a range of managers and products, including ESG strategies through third-party providers, and serves as a sub-adviser to WSFS Bank’s Wealth division and other advisers.