Charles Posnecker is a CFP® and CFA® with seven years of industry experience, currently serving at Bryn Mawr Trust Advisors, LLC. His prior roles include positions at Bryn Mawr Capital Management, Cypress Capital Management, and Christiana Trust. He holds board and investment committee roles with the Delaware Community Foundation and Spotlight Delaware, participating in portfolio review and investment policy oversight. 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 policies and diversified portfolios using a range of investment vehicles, including ESG strategies through third-party providers, and maintains co-advisory relationships with WSFS Bank and other financial institutions.

Apris Walker is a financial advisor with Encompass More Asset Management LLC, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Encompass More in 2026, Walker worked at Vantage Financial and spent six years with Primerica Advisors. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm uses a combination of proprietary and third-party model-based strategies and offers access to private placements alongside traditional advisory programs.

Scott Holstein is a CFP® and PFS™ professional with 39 years of experience in the financial services industry. He has been with Vicus Capital, Inc. since 2011 and has prior experience at Cetera and American Brokerage Service. Holstein is also a non-practicing CPA. Vicus Capital, Inc. provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors, offering both discretionary and non-discretionary services. The firm employs a range of strategies including core-satellite, momentum, ESG, and tax-loss harvesting, and places particular emphasis on retirement-plan consulting and fiduciary services.

Augustine Repetto is a CFP® with 23 years of industry experience. He has been with HBKS Wealth Advisors since 2017 and previously worked at Locust Capital Management LLC for 12 years. Outside of his advisory role, he serves as a board member for Studio Incamminati, an art school in Philadelphia. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm uses a variety of strategies and proprietary model portfolios, managing accounts on a discretionary basis while providing additional services through a network of affiliated businesses.

Jonathan Michewicz is a CFA® charterholder with 15 years of industry experience. He has been with MyCIO WEALTH PARTNERS, LLC since 2009. The firm provides investment advisory and planning services primarily to high-net-worth individuals, trusts, pension plans, and charitable organizations, offering both discretionary and non-discretionary portfolio management. MyCIO focuses on recommending and monitoring allocations across a range of investment vehicles, including alternative investments, and sponsors multiple affiliated private pooled funds.

Steven Eckroth Jr. is an advisor at Gradient Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing, Thrivent Financial, and Weichert Realtors, where he is also a licensed real estate agent. Eckroth is involved in Honey Badger Homes, LLC, a company managing real estate purchases. Gradient Advisors provides investment management, financial planning, and consulting services to a broad range of clients including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through third-party money managers and investment advisor representatives, offering a non-discretionary approach that incorporates fundamental, technical, and cyclical analysis.

Timothy Tomalavage is a financial advisor at myCIO Wealth Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hirtle Callaghan & Co. LLC for eight years before joining myCIO in 2022. MyCIO Wealth Partners provides investment advisory and planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, tax preparation, and institutional Chief Investment Officer (CIO) services.

Mitchell Bednoff is a financial advisor at Sage Financial Group Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sage Financial Group since 1997. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors, offering investment management, financial planning, and family office services. The firm’s approach emphasizes fundamental analysis and a long-term purchase orientation, and it uniquely serves as adviser to affiliated private pooled real-estate funds, employing performance-based compensation structures.

Brett Straub is a financial advisor with The AmeriFlex Group in Haddon Heights, NJ, holding CFP® and ChFC® designations with 35 years of industry experience. His prior roles include positions at Cambridge Investment Research, Principal Securities, and PRINCIpAL LIFE INSURANCE. Straub is also the owner of The Straub Group Advantage, a business focused on insurance, benefits, and human resources. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing model asset allocations and discretionary manager relationships across multiple custodians.

Lisa Buono is a financial advisor at Girard Advisory Services, LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various related firms including Girard Pension Services, TCG Investment Advisory, and Girard Investment Services. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm focuses on asset allocation, diversification, and tailored portfolio solutions through a proprietary research process and an Investment Committee, offering a range of strategies including tax-managed direct indexing and options overlays. Girard is a wholly owned subsidiary of Univest Bank and Trust Co., enabling access to integrated banking, trust, brokerage, and insurance services.

Christopher Yoder is a financial advisor at Ethos Financial Group, LLC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Almanack Investment Partners, JFS Wealth Advisors, LLC, and Ameriprise Financial Services, Inc. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering investment management and financial planning services. The firm utilizes model portfolios and a Core Allocation strategy focused on diversified, risk-conscious investments across various vehicles, supported by third-party research and operational AI tools.

Kartik Aggarwal is a financial advisor at MyCIO Wealth Partners, LLC with two years of industry experience. He holds the Series 65 designation and has held roles at Agility Ventures and several academic institutions, including positions supporting international students and alumni relations. MyCIO Wealth Partners provides investment advisory and related planning services primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm focuses mainly on non-discretionary portfolio management and offers a range of investment vehicles including mutual funds, ETFs, private funds, and alternative investments.

Jacob Bloom is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA. He holds the Series 65 designation and has been in the industry since 2025. His prior experience includes roles at Brown Brothers Harriman, JPMorgan Trust Co of Delaware, and Drexel University. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, estates, pension plans, and charitable organizations. The firm emphasizes non-discretionary portfolio management and offers access to a range of investment options including mutual funds, private funds, and alternative investments.

James Hutchinson is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Bryn Mawr Trust Advisors, LLC. He previously worked at PNC Bank for over two decades before joining Bryn Mawr Trust and its affiliated capital management firm. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation, providing discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, institutions, and qualified plans. The firm uses a proprietary multi-asset approach combining strategic and tactical asset allocation with a variety of investment vehicles, including active and passive managers and option strategies.

Seth Kell is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at O'Neill Consulting Corporation and LPL Financial. 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 provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, using a combination of in-house strategies and third-party managers across multiple platforms.

Charles Boinske is a CFP® and holds a Series 66 license with five years of industry experience. He currently works at Modera Wealth Management, LLC, where he has been since 2023, following three years at Dimensional Fund Advisors. Prior to his advisory roles, he spent four years at Pennsylvania State University. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors by offering wealth management, portfolio management, retirement plan consulting, and standalone financial planning. The firm applies a diversified asset allocation strategy based on Modern Portfolio Theory and combines investment management with integrated accounting, tax, and business coaching services.

Ryan Tomkinson is a CFP® and ChFC® with 19 years of industry experience. He is currently a financial advisor at Nations Financial Group, Inc., where he has worked since 2019. Prior to that, he spent nine years at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, Ryan serves as Finance Chair and Board of Managers for the Merion Fire Company. Nations Financial Group, Inc. provides advisory services to a diverse client base including individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers a range of portfolio management options, pension consulting, and third-party manager programs, utilizing a blend of fundamental, technical, quantitative, and tactical investment strategies.

Jake Pinto is a financial advisor at McAdam LLC with nine years of industry experience. He holds the CFP® designation as well as Series 65 and Series 63 licenses. Pinto has been with McAdam since 2016 and previously worked at Purshe Kaplan Sterling Investments from 2016 to 2018. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, retirement plan consulting, and implementation support, managing client accounts with tailored portfolios across various asset types and employing both traditional and specialized investment exposures.

Pawel Durka is a CERTIFIED FINANCIAL PLANNER™ and holds a Series 65 license with eight years of industry experience. He has worked at Girard Advisory Services, LLC since 2018, following four years at SEI Investments. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm emphasizes asset allocation and diversification through a proprietary research process and offers a variety of investment strategies alongside wealth management and retirement plan consulting services.

Patrick Gano is a financial advisor at HBKS Wealth Advisors with 13 years of industry experience. He has previously worked at Liberty Partners Financial Services, Fiduciary Advisors, and Professional Capital Services. Gano holds Series 63 and Series 65 licenses. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm uses tailored portfolios managed on a discretionary basis through proprietary models and multiple platform arrangements, providing a broad range of investment strategies without specializing in any single area.