Ryan Rabinowitz is a financial advisor at Legacy Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Legacy Advisors since 2014. Rabinowitz also works as a registered representative with M Holdings Securities, Inc. Legacy Advisors, LLC is a registered investment adviser managing approximately $4.18 billion in client assets. The firm serves pension and corporate retirement plans, charitable organizations, and both high-net-worth and non-high-net-worth individuals, offering portfolio management, financial planning, and retirement plan consulting with a combination of fund, fundamental, and technical analysis.

Jonathan Hommes is a CFP® professional at Facet with seven years of industry experience. He previously worked at The Vanguard Group, Mariner Wealth Advisors, and NJ Standard Management. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services using a holistic Total Financial Life Resources framework and primarily ETF-based discretionary asset-allocation programs. The firm operates with about 84 advisors and approximately $7.6 billion in discretionary assets under management.

William Malloy is a CFA® charterholder with six years of industry experience, currently advising at Sage Financial Group Inc. since 2022. Prior to joining Sage, he worked at Reliance Standard Life Insurance and Janney Montgomery Scott. He also has a background in academia, having been affiliated with Temple University for five years. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors, offering investment management and financial planning with a focus on fundamental analysis and long-term strategies. The firm provides family office services and manages affiliated private pooled real-estate funds, utilizing performance-based compensation structures uncommon among similar multi-team advisors.

Chase Candeub is a financial advisor at McAdam LLC with a Series 65 designation and one year of industry experience. Prior to joining McAdam LLC in 2026, he worked at McAdam Financial and holds a five-year work history at the University of Pittsburgh. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages client assets on a discretionary basis across a diversified range of investments and offers specialized products such as direct indexing and cryptocurrency exposure.

David Turbiner is a financial advisor with CW Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. He previously worked at MainLine Private Wealth, LLC and Mainline Securities LLC. Mr. Turbiner is also a licensed attorney in Pennsylvania and Washington D.C. and serves as trustee for two New Hampshire non-family trusts. CW Advisors provides wealth management, financial planning, family office services, retirement plan advisory, and portfolio management to a diverse client base including individuals, families, trusts, charitable organizations, and business entities. The firm employs a core‑and‑satellite investment approach that combines active, passive, quantitative, and ESG strategies, and also offers sub‑advisory and operational outsourcing services to other advisers.

Robert Schmauk is a financial advisor at Great Valley Advisor Group, LLC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Great Valley Advisor Group and LPL Financial since 2014. 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 emphasizes individualized portfolio construction and ongoing oversight, utilizing a combination of in-house strategies and third-party managers across various platforms.

Beth Peckman is a financial advisor at Capital Analysts with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with Lincoln Investment Planning, Inc. since 1998. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs supported by an in-house investment management and research team.

Ryan Becker is a financial advisor at Legacy Advisors, LLC with Series 66 credentials and five years of industry experience. His prior roles include positions at SEI Investments and M Holdings Securities, Inc., as well as a four-year tenure at the University of Florida. Legacy Advisors, LLC manages approximately $4.18 billion in client assets and serves pension and corporate retirement plans, charitable organizations, and individual investors. The firm provides portfolio management, financial planning, and retirement plan consulting, combining various analytical approaches with ongoing manager monitoring and modular planning services.

Shanor Hawkins is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Santander Securities LLC since 2022 and previously spent 17 years at Citizens Investment Services Corp. Hawkins is part owner of Wealth Hawkins Group LLC, an entity created for owning real estate unrelated to his investment advisory work. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and other institutional clients. The firm offers wrap-fee advisory programs and financial planning services through a managed-account platform with third-party investment managers and centralized support.

John Miller Jr. is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Advisory Services Network since 2016. He is also a member of Apex Tax Advisors, LLC, where he prepares tax returns during the tax season, and has worked as an independent insurance agent since 2011. Advisory Services Network is a multi-team firm that provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing strategies based on client objectives and risk tolerances.

Joseph Braut is a financial advisor with Santander Securities LLC, holding CFP® and ChFC® designations and over 30 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, LPL Enterprise, and Merrill Lynch. He has longstanding involvement with Genworth and John Hancock related to long-term insurance trails. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory AUM and provides investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to securities-based lending and insurance products. The firm’s investment management is delivered largely through the FMAX wrap-fee platform, which includes third-party discretionary managers and offers various overlay and ESG model options.

Adam Rieger is a CFA® charterholder with over two years of industry experience. He currently works at Bryn Mawr Trust Advisors, LLC and previously spent 24 years at Friess Associates of Delaware. 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 strategies utilizing independent managers, mutual funds, ETFs, proprietary separate accounts, and third-party private fund platforms, including ESG options.

Caitlin Heery is a CFP® with seven years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. She previously worked at The Mahoney Group of Raymond James and GM Advisory Group. Outside of her advisory role, she is authorized on the bank accounts of a small business owned by her husband. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios of mutual funds, ETFs, debt securities, and equities, supplemented by independent managers and selective private-placement opportunities.

Scott Levin is a financial advisor at Wescott Financial Advisory Group LLC in Philadelphia, PA, with 20 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms, including Asset Planning Services, Allstate Insurance Company, CITIZENS Bank, and Wells Fargo Advisors. Wescott Financial Advisory Group serves individuals, family offices, charitable organizations, and retirement plans by providing wealth management, financial planning, trust services, and retirement plan consulting. The firm employs an open-architecture, multi-manager investment approach that combines passive and active strategies, incorporates fundamental analysis, and emphasizes tax-sensitive portfolio construction.

Jasmine Yu is a CFA® charterholder with 8 years of industry experience. She is currently with Bryn Mawr Trust Advisors, LLC and previously worked at MBSC Securities Corporation and Bank of New York Mellon. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation that provides discretionary investment management and fiduciary services to a broad range of clients, including high-net-worth individuals, trusts, and institutions. The firm employs a proprietary multi-asset investment approach combining active and passive strategies, strategic allocation, and tactical adjustments.

Matthew Sheridan is a CFP® with 16 years of industry experience, currently serving as a financial advisor at TFO Wealth Partners. His prior roles include positions at The Vanguard Group and Morgan Stanley, where he worked in both the private bank and wealth management divisions. TFO Wealth Partners manages approximately $4.85 billion in client assets for individuals, family offices, retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes long-term, asset-allocation strategies using model portfolios comprised mainly of mutual funds and ETFs, supplemented by third-party managers, and offers a range of services including portfolio management, financial and estate planning, and family office support.

Kenneth Cordella is a financial advisor with Advisory Services Network holding Series 63 and Series 66 credentials and 14 years of industry experience. His work history includes roles at Platinum Wealth Advisors, The Vanguard Group, MUFG Union Bank, and Ascend Learning. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Tyler Procacci is a CFA® charterholder with eight years of industry experience. He is currently with Diversified, LLC and previously worked at NexWealth, LLC and The Vanguard Group, Inc. He holds a Series 63 license and is based in Wayne, PA. Diversified, LLC provides financial planning and portfolio management to individual, high-net-worth, and institutional clients. The firm employs a comprehensive planning process with ongoing reviews and utilizes both third-party managers and proprietary platforms to tailor investment strategies.

Marley Smith is a financial advisor at Modera Wealth Management, LLC with one year of industry experience. Marley holds a Series 65 designation and has previous work experience at The Pennsylvania State University, Susquehanna University, Brandywine Heights High School, and The Bally Spring Inn. Modera Wealth Management provides fiduciary, fee-only advisory services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers diversified portfolio management, retirement plan consulting, financial planning, tax services, and trust-related services.

Susan Minnier is a financial advisor with Main Street Financial Solutions, LLC, holding Series 63 and Series 65 licenses, and has eight years of industry experience. She previously worked at Merrill for four years and held roles at Primerica Advisors and Primerica Financial Services. Prior to her financial career, she spent 27 years at Superior Lamp. Main Street Financial Solutions serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement plan consulting, employing an academic-based, multi-asset class investment approach that incorporates both passive and active strategies tailored to client objectives.