Adam Rieger is a CFA® charterholder at Bryn Mawr Trust Advisors, LLC with three years of industry experience. Prior to joining Bryn Mawr Trust Advisors in 2023, he spent 24 years at Friess Associates of Delaware. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and subsidiary of WSFS Financial Corporation that provides discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, institutions, and qualified plans. The firm employs a proprietary multi-asset approach combining strategic and tactical asset allocation, using both active and passive managers, and operates within a bank-affiliated, co-advisory structure.

Caitlin Heery is a CFP® with seven years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. She previously worked at The Mahoney Group of Raymond James and GM Advisory Group. Outside of her advisory role, she is authorized on the bank accounts of a small business owned by her husband. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios of mutual funds, ETFs, debt securities, and equities, supplemented by independent managers and selective private-placement opportunities.

Alison Pettine Wyshock is a financial advisor with LPL Financial in Horsham, PA, holding the ChFC® designation and Series 63 license, with 13 years of industry experience. She has worked at Wealthcare Advisory Partners LLC, LPL Financial, Penn Mutual Life Insurance Co, and Hornor, Townsend & Kent, Inc. Outside of her advisory roles, she is involved with Wealthcare Advisory Partners, an independent registered investment advisor. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team and accommodates various advisory and brokerage services tailored to client needs.

Scott Levin is a financial advisor at Wescott Financial Advisory Group LLC in Philadelphia, PA, with 20 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms, including Asset Planning Services, Allstate Insurance Company, CITIZENS Bank, and Wells Fargo Advisors. Wescott Financial Advisory Group serves individuals, family offices, charitable organizations, and retirement plans by providing wealth management, financial planning, trust services, and retirement plan consulting. The firm employs an open-architecture, multi-manager investment approach that combines passive and active strategies, incorporates fundamental analysis, and emphasizes tax-sensitive portfolio construction.

Jasmine Yu is a CFA® charterholder with 8 years of industry experience. She is currently with Bryn Mawr Trust Advisors, LLC and previously worked at MBSC Securities Corporation and Bank of New York Mellon. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation that provides discretionary investment management and fiduciary services to a broad range of clients, including high-net-worth individuals, trusts, and institutions. The firm employs a proprietary multi-asset investment approach combining active and passive strategies, strategic allocation, and tactical adjustments.

Marley Smith is a financial advisor at Modera Wealth Management, LLC with one year of industry experience. Marley holds a Series 65 designation and has previous work experience at The Pennsylvania State University, Susquehanna University, Brandywine Heights High School, and The Bally Spring Inn. Modera Wealth Management provides fiduciary, fee-only advisory services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers diversified portfolio management, retirement plan consulting, financial planning, tax services, and trust-related services.

Quinn Michel is a CFP® at Waverly Advisors, LLC with six years of industry experience. Prior to joining Waverly Advisors in 2024, he worked at Planning Capital Management and Brickshire Investment Group. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of financial planning and retirement consulting services.

Michael Malone is a financial advisor with Ethos Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Almanack Investment Partners, MerCap Advisors, Pendle Hill, and Kendal/Crosslands. Malone also operates Michael Malone Investment Advisory, an investment advisory DBA under which he provides investment advice. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering discretionary and non-discretionary investment management alongside financial and estate planning and consulting services. The firm uses model portfolios and diversified, risk-conscious core allocations with a variety of investment vehicles and supplements its process with third-party research and optional tax-overlay management.

Stephen Haney is a CFA® charterholder with 13 years of experience in the financial advisory industry. He has worked at Modera Wealth Management, LLC since 2021 and previously held roles at Independence Advisors, LLC and Lincoln Financial Advisors. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, using diversified portfolios supplemented by independent managers, private-placement opportunities, and optional ESG integration.

Candice Oakley is a financial advisor at HBKS Wealth Advisors with six years of industry experience. She holds a Series 65 designation and has previously worked at Locust Capital Management from 2014 to 2017. HBKS Wealth Advisors serves individual clients across wealth levels, retirement plans, and institutional entities, providing personalized investment management, financial planning, and pension consulting. The firm employs discretionary account management through proprietary model portfolios and a broad range of strategies, including fixed income, alternatives, and cryptocurrency exposure.

Timothy Ellis is a financial advisor at Girard Advisory Services, LLC with five years of industry experience. He holds the Series 66 designation and has worked at firms including Janney Montgomery Scott, The Vanguard Group, and Deloitte LLP. Ellis is currently associated with Girard entities since 2022. 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 and diversification using a proprietary research process and offers both discretionary and non-discretionary management along with specialized strategies and affiliated service options.

Andrea Fitzgerald is a financial advisor at Modera Wealth Management, LLC with six years of industry experience. She holds a Series 65 credential and has worked at several firms, including Independence Advisors, LLC, Kyffin Grove / Sage Senior Living, CliftonLarsonAllen Wealth Advisors, and Legacy Advisors. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers services such as wealth management, retirement plan consulting, tax planning, and trust-related services.

Andrew Phelan is a financial advisor at McAdam LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at McAdam LLC since 2014, as well as previously at Purshe Kaplan Sterling Investments. 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 fundamental analysis approach and offering a variety of investment strategies, including alternative and specialized products.

Jalen Campbell is a Series 65 licensed financial advisor with eight years of industry experience, currently serving at McAdam LLC since 2018. Prior to joining McAdam, he worked at Dicks Sporting Goods and had roles at Always a Part Rentals and Blue Knob All Seasons Resort. McAdam LLC advises a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm provides financial planning, investment management, and retirement plan consulting, utilizing a range of investment strategies including mutual funds, ETFs, individual securities, and alternative assets, with a notable incorporation of specialized exposures and technology-assisted portfolio management.

Jesse Colgan is a financial advisor at Founders Financial Securities LLC with six years of industry experience. He holds the ChFC® designation and Series 66 registration. Prior to joining Founders Financial in 2022, he worked at Next Financial Group, Inc. and has been affiliated with Guided Wealth Management since 2018. Outside of advising, he consults on business succession and exit planning. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients, managing approximately $4.1 billion in assets through a network of investment adviser representatives. The firm offers multiple advisory platforms, including managed portfolios and specialized services such as 1031 exchange consulting and co-advised private wealth solutions.

James Wade is a Series 65-credentialed advisor at Gradient Advisors, LLC, with one year at the firm and prior experience as an independent agent since 2012. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary approach that incorporates risk analysis and a mix of fundamental, technical, and cyclical portfolio strategies.

Brandon Labbe is a Series 65-licensed financial advisor at Elm Wealth with two years of industry experience. Before joining Elm Partners Management LLC in 2023, he held roles in accounting and various other sectors, including positions at PGM Accounting and The Philadelphia Orchestra. Elm Wealth manages over $3 billion in discretionary assets across a variety of investment vehicles, including an exchange-traded fund, private funds, and separately managed accounts. The firm employs a rules-based, dynamic asset allocation strategy that incorporates valuation and momentum signals to adjust portfolios on a regular basis.

Erik O'Neal is a CFP® with 13 years of industry experience and currently serves as an advisor at Bryn Mawr Trust Advisors, LLC. He previously worked at West Capital Management, Inc. for nine years and is the owner of O'Neal Consulting Group, LLC, a former financial services consultancy. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, endowments, foundations, corporations, and other entities. The firm offers customized investment policy statements and diversified portfolios using a variety of investment vehicles, including ESG strategies through third-party providers, and maintains co-advisory relationships with WSFS Bank and other trust companies.

Francis Burke Jr. is a financial advisor with M HOLDINGS SECURITIES, Inc. holding CFP® and ChFC® designations and 49 years of industry experience. He has worked at M. Holdings Securities since 2001 and has been with Perspective Financial Group LLC, an Alera Group Company, since 2011. Burke manages a seven-person team and provides services in insurance, investments, and financial, estate, and business planning. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and financial professionals. The firm offers a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, using both in-house portfolio managers and third-party sub-advisors.

Gregory Ricker is a financial advisor with Vanderbilt Advisory Services in Malvern, PA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Equitable Advisors and Independent Financial Group. He serves as executor and durable power of attorney for family estates, managing asset distributions under those responsibilities. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation process and offers both discretionary and non-discretionary portfolio management, integrating retirement-plan consulting and administration through partnerships uncommon among similarly sized enterprises.