Christin Hinckle is a financial advisor at Wedbush Securities Inc. with 10 years of industry experience. She holds a Series 66 designation and has worked at several firms including Merrill and B. Riley Wealth Advisors. Outside of finance, she works part-time as a sales associate at Urban Outfitters in Philadelphia. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering brokerage and SEC-registered investment advisory services. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, supporting a broad range of managed account programs and commission-based brokerage arrangements.

Alan Gubernick is a financial advisor at Prosperity - An EisnerAmper Company with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at firms including Commonwealth Financial Network and EisnerAmper. Outside of his advisory role, Gubernick serves on the boards of several nonprofit organizations, including the Anti-Defamation League and Philadelphia Youth Basketball. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $5 billion in assets with a focus on asset allocation and diversification, using both discretionary and non-discretionary management alongside third-party independent managers and technology platforms.

Brian Wolfer is a CFP® certificant with 16 years of industry experience, currently serving as a financial advisor at CoreCap Advisors. His prior experience includes a 20-year tenure at Vanguard and roles at Black Diamond Financial Solutions and Dan White & Associates. Outside of his advisory work, he is an independent insurance agent involved in insurance and annuity sales. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, using a range of investment vehicles and utilizing sub-advisors and third-party asset managers.

Joseph England is a financial advisor with Prosperity - An EisnerAmper Company, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has previously worked with firms including Commonwealth Financial Network and CPA Investment Advisors Inc. England serves as a board member at Gwynedd Mercy University. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, utilizing both discretionary and non-discretionary management with third-party Independent Managers and model portfolios.

Dana Stewardson is a financial advisor at Logan Capital Management, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Logan Capital since 1994, following a 15-year tenure at VFinance Investments, Inc. Stewardson serves on the boards of several nonprofits focused on historic house museums and gardens, including The Wyck Association and The Harriton Association. Logan Capital Management is an SEC-registered investment adviser managing approximately $3.1 billion for about 1,800 clients across a 16-advisor team. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and sub-advisory services, using a combination of top-down macroeconomic analysis and fundamental and technical research across diverse equity and fixed-income strategies.

Neil Gordon is a ChFC® credentialed financial advisor with 16 years of industry experience. He has been with Wealthcare Advisory Partners LLC since 2018 and also maintains a role at LPL Financial dating back to 2012. Outside of his advisory work, Gordon co-owns a hair salon business in Doylestown, Pennsylvania. 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 combines a goals-based planning process supported by patented software with an evidence-based investment approach that includes behavioral economics and proprietary quantitative measures to build diversified, long-term portfolios.

Matthew Crescenzo is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Wealthcare Advisory Partners since 2018 and is also affiliated with LPL Financial where he has worked since 2014. Outside of his advisory role, Crescenzo is involved in multiple non-variable insurance activities and operates several related business entities. 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 advising approach that integrates proprietary Wealthcare software and behavioral economics, combining fundamental, technical, and behavioral analysis to manage portfolios through active and passive strategies.

Andrew Keefer is a CFP® and CFA® registered with Bryn Mawr Trust Advisors, LLC, with three years of industry experience. He has worked at Bryn Mawr Capital Management, LLC, WSFS, and Bryn Mawr Trust Company. Bryn Mawr Trust Advisors, LLC is a bank-affiliated SEC-registered investment adviser providing discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm manages a blend of active and passive strategies, utilizing proprietary multi-asset solutions and third-party platforms, and reported approximately $3.51 billion in assets under management as of December 31, 2025.

Susan Green is a CFP® professional with 10 years of industry experience, currently serving at Wescott Financial Advisory Group LLC since 2013. She is based in Cinnaminson, NJ. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base including 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 within a tax-sensitive, disciplined process, supported by an in-house research team and individualized Investment Policy Statements.

Cole Hofmann is a financial advisor at Roffman Miller Associates Inc in Philadelphia, PA. He holds a Series 65 designation and has been with Roffman Miller since 2022. Prior to joining the firm, he worked in academic roles at the University of Iowa and Monmouth University. Roffman Miller provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.9 billion across about 1,560 client relationships, utilizing a committee-based process to tailor asset allocation with an emphasis on long-term objectives, diversification, and fundamental research.

Shane Sweigart is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at McAdam LLC. He has held roles at Madison Avenue Securities, Purshe Kaplan Sterling Investments, and operates Sweigart Financial LLC. Outside of his advisory work, he is a 50% partner in a holding company unrelated to investments. McAdam LLC is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct tailored portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a tiered financial-planning subscription alongside alternative investment strategies.

Scott Michalek is a CFP® with 27 years of experience in the financial industry. He has been with Wescott Financial Advisory Group LLC since 1994. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension plans, and corporations. The firm employs an open-architecture, multi-manager investment approach that combines passive and active strategies through a tax-sensitive, disciplined process.

Alison Slezak is a financial advisor at CoreCap Advisors with seven years of industry experience. She holds a Series 65 designation and has worked at CoreCap Advisors since 2019, alongside a role at Daniel A. White & Associates where she serves as Director of Marketing and Operations. Her responsibilities at Daniel A. White & Associates include client service meetings related to annuities. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a generally long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income.

James Madden is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at CI RegentAtlantic Private Wealth, RegentAtlantic Capital, LLC, and Hillview Capital Advisors. He serves as a board member for the charitable organization Help Hope Live, participating in board and investment committee meetings. 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 combines goals-based planning with an evidence-based investment framework and offers access to alternative investments and private placement solutions.

Paul Jervey is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His work history includes roles at Jervey Genesis Solutions, Genesis Wealth Management Solutions, Diamond State Financial Group, Minnesota Life, and Securian Financial Services Inc. Paul is based in Wilmington, Delaware. 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 both in-house strategies and third-party managers across various platforms.

Robert Hofmann is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Roffman Miller Associates Inc since 2004. He holds Series 63 and Series 65 licenses and is based in Philadelphia, PA. Roffman Miller Associates provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.9 billion across about 1,560 client relationships, employing a committee-based investment process focused on long-term objectives, diversification, and fundamental research.

Zachary Tierno is a Series 65-licensed financial advisor with six years of industry experience, currently with MyCIO Wealth Partners, LLC since 2019. His prior work includes roles at Resource America and Rutgers University. MyCIO Wealth Partners provides investment advisory and planning services to high-net-worth individuals, trusts, pension plans, and charitable organizations, focusing primarily on non-discretionary portfolio management across a range of investment vehicles including mutual funds, private funds, and alternative investments.

Joshua Coupe is a financial advisor at Kingsview Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Kingsview Asset Management since 2018, following a decade at Edward Jones. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning and portfolio construction with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments and third-party managers.

Wayman Randolph is a financial advisor with Realta Investment Advisors, Inc., holding Series 65 and Series 63 credentials. He has been with Realta since 2026 and has over 26 years of experience at XGroup Retirement. 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 utilizes individualized advice and a range of asset allocation strategies across mutual funds, ETFs, equities, fixed income, and alternative investments.

Richard Buchwald is a CFA® charterholder and holds a Series 65 license, with 24 years of industry experience. He has been with Logan Capital Management, Inc. since 2000. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for a diverse client base, including high-net-worth individuals, retirement plans, insurance companies, and public funds. The firm employs a combination of top-down macroeconomic analysis, proprietary quantitative screens, fundamental research, and technical analysis across various equity and fixed-income strategies.