Steven Dunn is a financial advisor with Bryn Mawr Trust Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at CommonWealth Financial Network and WSFS Bank. He is also involved in fixed insurance sales related to investments. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management to a range of clients including individuals, trusts, retirement plans, and corporations. The firm offers customized investment strategies using diversified portfolios and serves as a sub-adviser to WSFS Bank’s Wealth division and other advisers.

Erin Yake is a financial advisor at Sound Income Strategies, LLC with 11 years of industry experience. She holds the Series 63 and Series 66 credentials and has previously worked at firms including Merrill, Ameriprise, Vanguard, and J.P. Morgan. Erin is also involved with Poole Locke Associates, where she participates in client support and fixed insurance sales. Sound Income Strategies serves a diverse client base, including individuals, corporations, pension plans, and other registered advisors, offering services such as asset management, financial planning, and ERISA plan consulting. The firm emphasizes fixed-income and income-oriented investment strategies, utilizing active portfolio management and third-party manager allocations.

John Loper is a CFP® and ChFC® with 19 years of experience in financial advising. He currently works at Modera Wealth Management, LLC and previously held roles at Lincoln Investment and the CFP Board of Standards. He serves as a board member for the College for Financial Planning, contributing to evaluation and governance in financial education. Modera Wealth Management, LLC provides wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation approach based on Modern Portfolio Theory and combines investment management with in-house accounting and tax services, supporting a broad range of client needs.

Thomas Mchugh is a Series 65-licensed financial advisor at Independence Square Holdings, LLC with 12 years of industry experience. His work history includes roles at Logan Capital Management, Private Advisor Group, and LPL Financial. He is involved in The Philadelphia Group, an entity affiliated with his LPL business. Independence Square Holdings, LLC offers investment advisory, financial planning, pension consulting, and portfolio management services to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory techniques, integrating both in-house portfolio management and third-party options, with a notable emphasis on digital platforms and algorithmic tools.

Michael Slattery is a financial advisor at Independence Square Holdings, LLC with 31 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2013. Independence Square Holdings provides investment advisory, financial planning, pension consulting, and portfolio management services to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm employs a range of investment strategies and combines in-house portfolio management with LPL-sponsored programs and algorithmic tools, offering both discretionary and non-discretionary client relationships.

Eric Hershman is a financial advisor with Capital Analysts, holding a Series 63 designation and 43 years of industry experience. He has been with Capital Analysts since 2001 and has also worked at Lincoln Investment since 2012. Outside of his advisory role, he owns Hershman & Associates, a business involved in the sale and service of insurance-related products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, utilizing an in-house Investment Management & Research team and proprietary screening tools to support its investment decisions.

Erich Hohenleitner is a Series 65-licensed financial advisor at McAdam LLC in Radnor, PA, with five years of industry experience. He has been with McAdam since 2020 and previously worked at the Adelphia Research Program, AMG Aluminum, McDermott Lawn Care, and Villanova University. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, retirement plan consulting, and implementation support. The firm manages client portfolios using fundamental analysis and includes a range of investment vehicles from mutual funds to specialized exposures such as private investment funds and cryptocurrency-related products.

Charles Gorenberg is a ChFC® credentialed financial advisor with 37 years of industry experience. He is currently affiliated with Belpointe Asset Management LLC and Fortune Financial Services, Inc., and serves as CEO and COO of Davidken Corporation, an insurance sales firm he has led since 1985. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios that incorporate passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

David Enos is a financial advisor at Capital Analysts with three years of industry experience. He holds the Series 66 designation and has worked at both Capital Analysts and Lincoln Investment since 2023. Outside of his advisory roles, Enos has experience in the brewing industry, having been involved with Yards Brewing Company since 2017 and previously with Schulson Collective. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs an in-house investment management team that oversees discretionary model portfolios and offers customized advisory solutions through a variety of programs.

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.

Daniel Hauschild Jr. is a CFP®-designated financial advisor with 25 years of industry experience. He currently works at TCFG Investment Advisors, LLC and has previously been affiliated with firms including Mariner, Valley Wealth Managers, Hallmark Capital Management, and J.P. Morgan Securities. TCFG Investment Advisors, LLC is an SEC-registered firm managing approximately $639 million in client assets with a team of 29 advisors. The firm serves individuals, profit-sharing plans, charities, and businesses using a variety of analytical methods and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

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.

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 at Independence Square Holdings, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including LPL Financial, KeyBank, and PNC Bank. Outside of his advisory work, Dorazio serves as a referee for the USA Hockey League. 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 employs a variety of investment strategies combining fundamental, quantitative, technical, and modern portfolio theory approaches, and offers digital platform access alongside model and customized portfolios.

Matthew Mayer is a CFP® with 13 years of industry experience, currently associated with M Holdings Securities, Inc. and Perspective Financial Group since 2021. He previously worked at Brumbaugh Wealth Management and spent eight years at THE Vanguard Group. Outside of his advisory work, he serves as treasurer for Chester County Young Life, assisting with budgeting and financial reviews. M Holdings Securities, Inc. serves a broad range of clients, including individuals, retirement plans, and charitable organizations, through a nationwide network of independent firms. The firm provides a variety of advisory and brokerage services, including discretionary investment management and retirement plan consulting, supported by a platform that combines portfolio management 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.