William Lane III is a financial advisor at Ethos Financial Group, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Almanack Investment Partners, Wells Fargo Clearing, Credit Suisse Securities, and Deutsche Bank Securities. Outside finance, he is the founder and CEO of Praktikant, a software company, where he provides strategic guidance and beta testing. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering investment management and comprehensive financial planning. The firm utilizes a model portfolio approach with diversified, risk-conscious allocations supported by third-party research and incorporates AI tools for operational purposes.

Charles Gorenberg is a ChFC® credentialed financial advisor with 38 years of industry experience. He is currently with Belpointe Asset Management LLC and has previously worked at BCG Securities, Inc. and Davidken Corporation, where he also serves as CEO and COO. Gorenberg is involved with multiple employer 401(k) plans through KINETIC K PLANS and is a registered representative at Fortune Financial Services, Inc. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers customized portfolio management, financial planning, retirement-plan consulting, and a range of proprietary and third-party investment solutions.

James Ward is a financial advisor at BCG Securities, Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and LPL Financial LLC. Outside of his advisory role, he works as a delivery driver for Uber and Amazon Flex. BCG Securities serves institutional retirement plans and individual clients with accounts typically above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm focuses on developing written investment policy statements and tailoring recommendations to client goals, often implementing advice on a non-discretionary basis.

Antonio Betancourt is a CFP® with 33 years of industry experience, currently serving at Ethos Financial Group, LLC since 2023. His prior roles include positions at SagePoint Financial and SII Investments, Inc., among others. Outside of his advisory work, he operates a sole proprietorship focused on insurance products. Ethos Financial Group serves a diverse client base including high-net-worth individuals, trusts, and municipalities, offering investment management and financial planning through diversified, risk-conscious portfolios supplemented by third-party research and AI-assisted operations.

Christopher Colasurdo is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at McAdam LLC. He has worked at Madison Avenue Securities since 2025 and was with Purshe Kaplan Sterling Investments from 2014 to 2024. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages client portfolios on a discretionary basis, utilizing a range of investment vehicles including mutual funds, ETFs, independent managers, and alternative assets, and features offerings such as a tiered subscription planning product and monitored use of artificial intelligence tools.

Jacob Hille is a financial advisor at MyCIO Wealth Partners, LLC, holding a Series 65 credential with one year of industry experience. His background includes roles outside finance such as work at Instacart, DoorDash, and community positions related to Franklin & Marshall College and local schools. MyCIO Wealth Partners provides advisory and planning services to high-net-worth individuals, trusts, pension plans, and charitable organizations. The firm emphasizes non-discretionary portfolio management and offers a range of investment options including mutual funds, private funds, and alternative investments.

Steven Paolini is an associate at The Ascent Group, LLC with 27 years of experience in the financial services industry. He holds Series 63 and Series 65 licenses and has previously worked with Osaic Wealth, Inc. and Triad Advisors. Paolini is also a founding board member and current Student Life Chairperson at Holy Cross Preparatory Academy. The Ascent Group is a registered investment adviser managing approximately $4.93 billion and serves over 3,500 clients through a team of four advisors. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and subadvisory services, utilizing a range of investment vehicles and specialized solutions.

Brandon Mcfadden is a financial advisor at Bryn Mawr Trust Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Truist Investment Services and BB&T Securities. Bryn Mawr Trust Advisors, LLC is a bank-affiliated SEC-registered investment adviser serving individuals, trusts, foundations, corporations, and institutional clients. The firm offers discretionary investment management and financial planning, using a multi-asset approach that combines strategic and tactical asset allocation with both active and passive managers.

Ryan Tyrell is a financial advisor with Prosperity - An EisnerAmper Company, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at CPA Financial Group, LLC, Commonwealth Financial Network, and EisnerAmper Wealth Management & Corporate Benefits, LLC. He is also president and sole owner of a private entity established to facilitate his fixed insurance business. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, managing about $5 billion in client assets through discretionary and non-discretionary strategies, often employing third-party independent managers and technology platforms.

Steven Tumminello is a financial advisor with BCG Securities, Inc. in Cherry Hill, NJ, holding Series 65 and Series 63 licenses and eight years of industry experience. His career includes positions at BCG Securities, Horace Mann Companies, McMahon Financial Advisors, and Legend Financial Advisors. BCG Securities serves institutional retirement plans and individual clients, typically with accounts above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm focuses on tailored investment policy statements and often implements advice on a non-discretionary basis, utilizing third-party manager due diligence and a range of analytical approaches.

Sean Duffy is a financial advisor at Copeland Capital Management, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Vigilant Distributors, LLC. Sean was a full-time student for ten years prior to entering the industry. Copeland Capital Management provides discretionary and non-discretionary portfolio management, model-delivery, and sub-advisory services to a diverse client base including individuals, institutions, and pension plans. The firm employs a conservative, dividend-growth oriented investment approach using fundamental, quantitative, macroeconomic, and technical analysis across various market-cap strategies.

Timothy Dorazio is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at LPL Financial, KeyBank, and PNC Bank. Outside of his advisory work, he serves as a referee in the USA Hockey League. Independence Square Holdings serves individual clients, retirement plans, and institutional clients through financial planning, portfolio management, and ERISA advisory services. The firm employs a multi-team approach with approximately 40 advisors and integrates customized portfolios, model portfolios, and third-party solutions, along with extensive digital and platform services.

Matthew Mayer is a CFP® professional with 14 years of industry experience, currently affiliated with M Holdings Securities, Inc. and Perspective Financial Group since 2021. His prior experience includes eight years at The Vanguard Group and a year at Brumbaugh Wealth Management. He serves as treasurer for Chester County Young Life, where he helps set and review the organization’s budget. M Holdings Securities, Inc. serves a nationwide client base including individuals, retirement plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary investment management, retirement plan consulting, and insurance advisory. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, delivering investment management through financial professionals and third-party sub-advisors.

James Fisher is a financial advisor at Bryn Mawr Trust Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Bryn Mawr Capital Management, Truist Advisory Services, BB&T Wealth, M&T Securities, and M&T Bank. 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 products including independent managers, mutual funds, ETFs, and private fund platforms, and maintains co‑advisory relationships with WSFS Bank along with sub‑advisory roles for other investment advisers and trust companies.

James Barnes is a financial advisor at Bryn Mawr Trust Advisors, LLC with three years of industry experience. He holds the CFA® designation and Series 63 license. Prior to his current role, Barnes has worked at Bryn Mawr Capital Management, LLC since 2023 and Bryn Mawr Trust from 2016 to 2023. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser serving individuals, trusts, foundations, corporations, and institutional clients. The firm offers discretionary investment management, financial planning, and retirement-plan fiduciary services, utilizing customized investment policy statements and a mix of active and passive strategies across various asset classes.

James Judge IV is a CFA® charterholder with 13 years of industry experience. He has worked at Ethos Financial Group, LLC since 2022 and previously held roles at Almanack Investment Partners and Gadsden. He serves as a volunteer member of an investment committee in Villanova, PA, participating in advisor hiring and investment oversight. Ethos Financial Group provides investment management and financial planning services to individuals, trusts, estates, municipal entities, and charitable organizations. The firm employs a model portfolio approach with diversified, risk-conscious allocations and incorporates third-party research and tax-overlay management in its process.

Jeffrey Kitchen is a CFP® professional with seven years of experience at Bryn Mawr Trust Advisors, LLC. His prior roles include positions at Giant Food and Royal Bank of Canada Wealth Management. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser providing discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, and institutional clients. The firm offers customized investment policy statements implemented through a mix of strategic asset allocation, tactical adjustments, various investment vehicles, and third-party platforms, managing over $3.5 billion in assets.

Jaclyn Swavely is a Certified Financial Planner (CFP®) with 23 years of industry experience. She is currently with Girard Advisory Services, LLC and has previously worked at firms including Kistler-Tiffany Advisors and APW Capital, Inc. She spends a small portion of her time on fixed insurance sales. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification through a proprietary research process and offers a range of investment strategies alongside retirement plan consulting.

David Emery is a CFP® with 22 years of industry experience, currently serving as an advisor at Waverly Advisors, LLC. His prior roles include positions at Planning Capital Management Corp and The Marshall Financial Group, Inc. He also teaches a personal finance course as an adjunct professor at Temple University. Waverly Advisors is a multi-team registered investment adviser that manages portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, serving a broad client base that includes both non-high net worth and high net worth individuals.

Robert Bagonis Jr. is a financial advisor with Ethos Financial Group, LLC, holding a Series 65 license and five years of industry experience. He has been affiliated with Tritium Private Wealth since 2014, where he is a principal involved in estate, business succession, and insurance planning. Outside of financial advising, he is a CFO and owner of Trestle Beer Company LLC, also known as Wrong Crowd Beer Company. Ethos Financial Group serves individuals, trusts, estates, state and municipal entities, and charitable organizations, providing investment management, financial planning, estate planning, and related consulting. The firm uses a model portfolio approach with diversified, risk-conscious strategies implemented through various investment vehicles and supplements its process with third-party research and optional tax-overlay management.