Barbara Wolf is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Abacus Wealth Partners since 2009. Her prior experience includes roles at Abacus Portfolios, Grimaldi Portfolio Solutions, Inc., and J. Cole Financial Advisers, Inc. She is also president of The Lerr Corp., a family business involved in industrial real estate. Abacus Wealth Partners provides financial planning, consulting, and both discretionary and non-discretionary investment management to a diverse client base including individuals, families, pension plans, and charitable organizations. The firm employs an asset-class investing approach grounded in academic research, utilizing no-load mutual funds, ETFs, and passive institutional funds, while incorporating ESG screening and private pooled vehicles in client portfolios.

William Fox is a Series 65-licensed financial advisor with McAdam LLC, based in Radnor, PA, bringing seven years of industry experience. Prior to joining McAdam, he worked at Penn Dot and Indiana University Pennsylvania. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client portfolios using fundamental analysis and offers diversified investment options, including less liquid assets and digital exposures, while also providing subscription-based planning products and estate-document services.

Benjamin Kogan is a Certified Financial Planner® with five years of industry experience. He has worked at Sage Financial Group Inc. since 2021 and previously held roles at the U.S. Small Business Administration, The Law Office of Benjamin R. Kogan, and Greenberg Traurig LLP. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors, providing investment management and financial planning services along with family office offerings. The firm’s investment approach is grounded in fundamental analysis with a long-term purchase orientation, and it is notable for advising affiliated private pooled real-estate funds and incorporating performance-based compensation structures for those funds.

Stephanie James is a CFP® professional with 13 years of industry experience. She has been with Wescott Financial Advisory Group LLC since 2008 and has been affiliated with Villanova University since 2011. 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 that combines passive and active strategies with a tax-sensitive, disciplined process and individualized Investment Policy Statements.

Mark Gombita is a CFP® professional with 12 years of industry experience. He is currently with Main Street Financial Solutions, LLC, where he has worked since 2024. Prior to that, he spent eight years at Merrill and Bank of America, N.A. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs an academic-based, multi-asset class investment approach, utilizing mutual funds, low-cost ETFs, actively managed funds, and alternative investments while also providing ERISA fiduciary consulting and managing held-away accounts through third-party platforms.

Michael Enos is a financial advisor at Capital Analysts with 34 years of industry experience. He holds a Series 63 designation and has been with Lincoln Investment Planning, Inc. since 1991. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and an in-house investment management team.

Jamie Hopkins is a CFP® and ChFC® with two years of experience currently serving as a financial advisor at Bryn Mawr Trust Advisors, LLC. He has worked at Bryn Mawr Trust Advisors and WSFS Bank since 2023 and previously held roles at Carson Wealth and Creighton University. Hopkins operated a speaking and content creation business, Hopkins Retirement Consulting, prior to joining Bryn Mawr Trust Advisors. 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 policy development and diversified portfolio management through independent managers, mutual funds, ETFs, and private fund platforms, while maintaining affiliations with WSFS Financial Corporation and providing sub-advisory services to other registered investment advisers.

Bradley Williams is a financial advisor at BC Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including MAFG RIA Services, Inc., Cetera Advisors LLC, SEI Investments Management Corp, and Raymond James Financial. Outside of advising, he serves as president of the Old Grad Award Foundation, a scholarship organization, and is a board member for BLOCS, a charity supporting access to Catholic education. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, and institutional clients. The firm focuses on non-discretionary portfolio management using fundamental analysis along with technical and cyclical reviews, offering a range of strategies including long-term, short-term, trading, options, and alternatives.

Brian Welsh is a financial advisor at HBKS Wealth Advisors in Conshohocken, PA, holding a Series 66 designation with 19 years of industry experience. He has worked at HBKS Wealth Advisors since 2017 and previously at Locust Capital Management LLC from 2013 to 2017. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, providing investment management, financial planning, and pension consulting. The firm offers tailored portfolios using a range of strategies and multiple platform arrangements, with services including a dedicated high-net-worth offering branded as Level 3.

Courtney Kelly is a financial advisor at Robertson Stephens with a Series 65 designation and one year of industry experience. Prior to joining Robertson Stephens, she worked at Altera Digital Health and Dimagi. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, investment and pension consulting, and a range of planning services including tax and estate planning.

Callahan Hanson is a financial advisor at MyCIO Wealth Partners, LLC, holding a Series 65 designation and based in Philadelphia, PA. He joined MyCIO Wealth Partners in 2026 after a one-year tenure at Dodge & Cox Investment Management and has prior experience in education and retail. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, pension plans, and charitable organizations. The firm focuses on non-discretionary portfolio management and offers a range of services including financial planning, retirement consulting, and CIO services, with investments across mutual funds, ETFs, private funds, and alternative assets.

Amy Leis is a CFP® with 18 years of industry experience, currently serving as an advisor at Main Street Financial Solutions, LLC. She has worked at Main Street Financial Solutions since 2019 and previously spent 11 years at Janney Montgomery Scott LLC. Outside of her advisory role, she assists with social media consulting for a family-owned furniture design business. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an academic-based, multi-asset class investment approach, utilizing mutual funds, low-cost ETFs, actively managed funds, and alternative investments, while also providing ERISA fiduciary consulting and managing both discretionary and non-discretionary portfolios.

James Ciamacco Jr. is a CFP® professional with seven years of industry experience, currently serving at Wescott Financial Advisory Group LLC. His prior experience includes roles at Certior Financial Group, Mutual Securities, and The Vanguard Group. Outside of his advisory work, he is involved with Quality Community Living, Inc., a nonprofit organization. Wescott Financial Advisory Group serves individual clients, family offices, charitable organizations, and retirement plans, offering wealth management and consulting services. The firm uses an open-architecture, multi-manager investment approach that combines passive and active strategies and focuses on tax-sensitive portfolio construction.

Alberto Gaglianese is a CFP® with 40 years of industry experience, currently with Capital Analysts. He has been with Lincoln Investment Planning, Inc. since 1986. Outside of financial advising, he is involved in real estate through several property-related ventures, including flipping and managing rental properties. Capital Analysts serves a diverse clientele that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice, delivering investment management through both discretionary and non-discretionary approaches.

Regan Schumacher is a financial advisor at HBKS Wealth Advisors in Conshohocken, PA, holding Series 63 and Series 66 licenses with 25 years of industry experience. His prior roles include positions at Janney Montgomery Scott LLC, Bank of America, Merrill, Wells Fargo Clearing, Credit Suisse Securities, and Morgan Stanley. Outside of his advisory work, he is a joint owner of a rental property in Sea Isle City, NJ. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm employs a broad range of strategies and typically manages accounts on a discretionary basis using proprietary models and sub-advisors.

Robert Ebling is a CFP® professional with 16 years of industry experience, currently serving at Main Street Financial Solutions, LLC since 2022. He previously worked at Merrill from 2014 to 2022. Ebling is a committee member of The ESOP Association, a nonprofit organization focused on the promotion of employee stock ownership plans. Main Street Financial Solutions serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach, utilizing mutual funds, low-cost ETFs, active funds, individual securities, and alternative platforms while providing financial planning, wealth management, and fiduciary consulting services.

Farrukh Kazmi is a financial advisor with BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 credentials with 25 years of industry experience. He has been with his current firms since 2010 and 2022, respectively. His other business activities include serving as a financial advisor at A&S Asset Management and managing various real estate office buildings. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets through a network of independent adviser representatives who tailor portfolios using multiple investment structures and strategies.

Ismail Baram is a financial advisor at Saxony Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Saxony Securities, Inc and Workplace Financial Advisors. Outside of his advisory roles, he was employed by Amazon Flex for three years. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model and employs various investment methods, including fundamental and technical analysis, while offering discretionary asset management and fee-based financial planning.

Jeffrey Wrabel is a financial advisor at Ethos Financial Group, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Almanack Investment Partners and Tegler McHenry Associates. Outside of his advisory work, he serves as treasurer for the charitable organization Knights of Columbus. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, providing investment management and financial planning through diversified, risk-conscious portfolios that use index-based exposures and various managed accounts. The firm supplements its approach with third-party research, offers tax-overlay management, and supports its advisors with technology while also acting as a sub-advisor to other registered investment advisers.

Gianni De La Cruz is a CFP® professional based in Philadelphia, PA, with 14 years of industry experience. He has previously worked at The Vanguard Group, Inc., PNC Wealth Management, and Charles Schwab before joining Facet. Facet Wealth offers subscription-based financial planning and discretionary investment management primarily through phone, video, and a proprietary web platform, serving both non-high-net-worth and high-net-worth households. The firm employs model-based asset allocation strategies using ETFs and technology-driven processes, including machine-learning algorithms for tax optimization and portfolio management.