David Navarro is a CFA® charterholder with 23 years of industry experience. He is currently with Bryn Mawr Trust Advisors, LLC, where he has worked since 2024. His prior roles include positions at West Capital Management and HD Vest, among others. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation, offering discretionary investment management, financial planning, and fiduciary services to a wide range of clients including individuals, trusts, and institutions. The firm employs a multi-asset investment approach combining strategic allocation, tactical adjustments, and a blend of active and passive management.

Patrick South is a financial advisor at Arax Advisory Partners with 22 years of industry experience. He holds a Series 66 designation and has worked at SRS Capital Advisors, Inc. since 2012 and Hirtle & Co., LLC from 2004 to 2011. He is also a Managing Director and owner of SRS Investment Services, LLC, a partnership involved in collective advisory efforts. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm utilizes both in-house and external portfolio managers, offering a range of traditional and alternative investments, and supports its services with AI tools and third-party analytics.

Eric Rodriguez is a financial advisor with Core Planning, holding Series 65 and Series 63 licenses and based in Cherry Hill, NJ. He has been with Core Planning and Magellan Federal since 2025 and has a background that includes work with Tapfin/EY and experience as a licensed insurance agent with WFG Insurance Agency since 2020. Outside of his advisory role, he provides insurance services on a part-time basis. Core Planning offers fee-only financial planning, wealth management, and portfolio management primarily to individual and high-net-worth clients, along with ERISA 3(21) retirement-plan advisory services. The firm tailors investment strategies to client objectives and uses model portfolios and automated rebalancing tools to manage accounts.

Alexis Cain is a financial advisor with Capital Analysts, holding a Series 66 designation and eight years of industry experience. She has worked at Lincoln Investment Planning, LLC since 2016 and has been involved with Retro Fitness of Fairless Hills since 2013. Capital Analysts serves a range of retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm combines in-house discretionary investment management with third-party strategies and maintains institutional relationships to support its services nationwide.

William Artzerounian is a CFP® and PFS™ with eight years of industry experience. He has worked at Ritholtz Wealth Management since 2021 and previously held roles at Integer Wealth Advisors Group LLC, Grove Street Fiduciary, LLC, Compass Ion Advisors, LLC, MyCIO WEALTH PARTNERS, LLC, and Deloitte & Touche, LLP. He is also the owner of RWM Tax LLC, which provides tax planning services. Ritholtz Wealth Management advises individual and institutional clients, including high-net-worth individuals and retirement plans, offering comprehensive portfolio management and financial planning. The firm employs a goal-based investment process focusing on asset allocation and behavioral finance, utilizing diversified, low-cost ETFs along with tactical overlays and alternative investments, and provides both advisor-led and digital platform services.

Thomas Redman is a financial advisor at McAdam LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at McAdam LLC since 2015, including his current role since 2020, as well as a prior position at Purshe Kaplan Sterling Investments from 2015 to 2017. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a range of services including financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting.

John Demasi is a financial advisor with CW Advisors, LLC in Wayne, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 22 years of industry experience, including prior roles at Cms Wealth Management, APW Capital, and PNC Wealth Management. Outside of his advisory work, he is involved in educational services related to health insurance and retirement plans and works as a licensed insurance broker. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base, including individuals, families, trusts, charitable organizations, and institutional clients, employing a Core-and-Satellite investment framework that integrates active and passive strategies across various asset classes.

Paulette Greenwell is a CFA® charterholder with 29 years of industry experience, serving as an advisor at Roffman Miller Associates Inc since 1995. She holds the Series 65 license and is based in Philadelphia, PA. Roffman Miller Associates serves individual and high-net-worth clients as well as retirement plans, trusts, estates, charitable organizations, and corporations, typically working with accounts at or above $1,000,000. The firm employs a team-oriented investment approach focused on long-term objectives, diversification, and fundamental security selection through a formal Investment Committee overseeing discretionary portfolio management and financial planning services.

Akhil Giri is a financial advisor at BFC PLANNING, Inc. with a Series 66 credential and one year of industry experience. He has previously worked at True Capital Partners and Berthel, Fisher & Company Financial Services, Inc. from 2021 to the present. 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 under management through a network of independent adviser representatives.

Andrew Marcantonio Fields is a CFP® with nine years of industry experience, currently serving as a financial advisor at Plancorp, LLC. Prior to joining Plancorp in 2026, he worked at The Vanguard Group, Inc. for nine years. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, financial planning, and investment management services. The firm’s investment approach is based on Modern Portfolio Theory, utilizes documented Investment Policy Statements, and includes discretionary and non-discretionary management, with additional services such as tax preparation and cash management options.

Timothy Letter is a financial advisor with Miller Investment Management, LP in West Conshohocken, PA, holding Series 63 and Series 65 designations and 27 years of industry experience. Prior to joining Miller Investment Management in 2018, he worked at Prudential Annuities Distributors, Inc. and The Prudential Insurance Company of America from 2007 to 2018. He serves as a trustee and treasurer on the board of the TDL Foundation, a charitable organization based in New Orleans. Miller Investment Management provides investment advisory and supervisory services to individuals, pension plans, foundations, trusts, business entities, and private pooled vehicles. The firm combines fundamental and technical analysis through internal committees to guide client allocations and acts as general partner and manager of multiple Private Funds investing across public securities, private equity, and real estate.

Thomas Mcelgunn is a financial advisor at Pine Valley Investments with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his primary role, he is involved with Pine Valley Planning, an insurance-related business activity. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to a diverse client base, including individual and high-net-worth clients, pension plans, charitable organizations, and corporations. The firm utilizes a range of analytical methods and trading strategies and manages both pooled investment vehicles and affiliated private funds, while also serving as a sub-advisor and managing referred clients under Tri-Party Agreements.

Kenneth Paul is a financial advisor with Main Street Financial Solutions, LLC, holding the CFP® designation and securities licenses Series 63, 65, and 66. He has 25 years of industry experience, including roles at Purshe Kaplan Sterling Investments and Alliance Wealth Management Group, LLC. He has been with Main Street Financial Solutions since 2018. Main Street Financial Solutions serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses an academic-based, multi-asset class investment approach emphasizing mutual funds and low-cost passive ETFs, while also offering actively managed funds and alternative investments.

Conor O'Malley is a financial advisor at McAdam LLC with three years of industry experience. He holds a Series 65 designation and has worked with McAdam LLC-affiliated entities since 2021. Outside of his advisory role, he is also employed as a bartender at City Tap House Logan Square. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides financial planning, investment management, and retirement-plan consulting, employing a multi-advisor platform with approximately $2.29 billion in discretionary assets under management.

Justin Mc Nicholas is a financial advisor with Santander Securities LLC in Conshohocken, PA, holding a Series 66 credential and nine years of industry experience. His career includes prior roles at Legacy Planning Partners, Minnesota Life Insurance Co., and Securian Financial Services. Outside of his advisory work, he serves as an agent for a real estate management LLC. Santander Securities LLC serves a broad retail client base with investment advisory, portfolio management through wrap-fee programs, and financial planning services. The firm offers access to third-party discretionary managers via platforms such as the FMAX wrap-fee program, primarily targeting retail investors, and operates as both a registered investment adviser and broker-dealer with affiliated banking relationships.

Nicholas Lampone is a financial advisor at Pine Valley Investments with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Dalzell Trading and Boenning & Scattergood. Outside of his advisory role, he is the founder and president of Sabio Industrial, LLC, a general contracting business. Pine Valley Investments provides discretionary portfolio management, pension consulting, and related advisory services to individuals, pension plans, charitable organizations, and business entities. The firm utilizes a combination of fundamental, technical, and quantitative analysis to tailor portfolios and also manages private funds and subadvisory relationships.

David Lees is a CFA® charterholder with 28 years of industry experience, currently serving at MyCIO Wealth Partners, LLC since 2005. He also serves as a director on the board of Bryn Mawr Bank and Trust Company, participating in its compensation, executive, and wealth committees. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, and institutional clients, focusing on non-discretionary portfolio management and offering access to a range of investment vehicles including private funds and alternative investments.

Kevin Nicholson is a financial advisor with The Ascent Group, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Ameritas Life Insurance, Triad Advisors, and OSAIC. In addition to his advisory work, he is a licensed independent insurance agent and co-owner of Walsh & Nicholson Financial Group. The Ascent Group, LLC provides investment management, financial planning, and consulting services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm manages approximately $4.76 billion in assets and employs a combination of discretionary and non-discretionary portfolio management, model portfolios, and third-party managers, serving a broad client base through a 15-advisor team.

Caroline Lee is a financial advisor at Bryn Mawr Trust Advisors, LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at Bryn Mawr Capital Management, WorkPlay Ventures, Elyxium, Wetherby Asset Management, and BNY Mellon Wealth Management. She is also a member of a family-related estate planning LLC, though she does not receive compensation or dedicate work hours to this activity. 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 statements and diversified portfolios through various investment vehicles, including ESG strategies, and serves as a sub-adviser to WSFS Bank’s Wealth division and other advisory firms.

Jay Falini is a financial advisor with Zacks Investment Management, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Since 2008, he has worked concurrently at Zacks Investment Management and LBMZ Securities, Inc. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm combines quantitative and qualitative analysis using proprietary models across a range of strategies and serves both as a direct manager and a provider of indices, model portfolios, and private alternative funds through multiple distribution channels.