Joshua Godick is a Series 65 licensed advisor with McAdam LLC in Radnor, PA, where he has worked since 2017. He has eight years of industry experience and previously worked with Citizens for Rich Negria and Equality 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 on a discretionary basis, using a range of investment vehicles and incorporating specialized exposures such as direct indexing and private investment funds.

David Barol is a CFP® and ChFC® with 32 years of industry experience. He is currently with CreativeOne Securities, LLC and has previously worked at Securities America Advisors, Questar Asset Management, and Lincoln Financial Advisors. Outside of his advisory work, he hosts the podcast "Bridge to Knowledge by David Barol" and is involved in book publishing through Bala House Publishing. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management and offers a variety of financial services including fiduciary retirement-plan support and access to third-party manager programs.

Paul Masalski is a financial advisor with Vicus Capital, Inc. in Phoenixville, PA, holding the ChFC® designation and Series 63 license. He has 39 years of industry experience, including roles at Cetera Wealth Services, LLC, Phoenix Home Life, and Security Mutual Life Insurance Company. He is also president of Financial Growth Plans, Inc., a licensed Pennsylvania corporation. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a blend of fundamental and technical analysis across various strategies and provides specialized services such as ERISA fiduciary consulting, a fee-based annuity program, and tailored advisory solutions.

Thomas Holt Jr. is a CFA® charterholder with 24 years of industry experience. He is a principal at Legacy Advisors, LLC and has been affiliated with both Legacy Advisors and M HOLDINGS SECURITIES, Inc. for over 20 years. Legacy Advisors, LLC is a registered investment adviser managing approximately $4.18 billion in client assets. The firm serves pension and corporate retirement plans, charitable organizations, and individual investors by providing portfolio management, financial planning, and retirement plan consulting, combining multiple analysis techniques with manager monitoring and offering both discretionary and non-discretionary management.

Jared Bolling is a financial advisor at Bryn Mawr Trust Advisors, LLC with Series 65 and Series 66 credentials. He joined the firm in 2026 and has prior experience at WSFS Bank and various positions outside the financial industry. Bryn Mawr Trust Advisors, LLC is a wholly owned subsidiary of WSFS Financial Corporation that provides discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, and institutional clients. The firm combines strategic asset allocation with tactical adjustments and employs both active and passive managers while utilizing proprietary multi-asset solutions.

Paul Miller is a financial advisor at StoneX Advisors Inc. with four years of industry experience. He holds a Series 66 designation and has worked at firms including IM Wealth Partners and Stonex Securities Inc. Outside of advising, he provides administrative support for Covenant Home Care. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and ERISA consulting through a mix of independent advisors and an in-house Private Client Group. The firm utilizes multiple account structures and model-based solutions, integrating several third-party money managers and proprietary strategies.

Jason Siebert is a financial advisor at Simplicity Wealth in Philadelphia, PA, with one year of industry experience. He holds a Series 65 designation and previously worked at firms including JD Financial & Insurance, Advisor Share Wealth Management, LLC, Foundations Investment Advisors LLC, and Insight Folios. Outside of advisory work, Siebert is president of JJAVERY Inc, a company focused on life insurance and annuities. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational support for other advisers through its managed account platform.

Stephen Mc Carrick is a financial advisor with McAdam LLC in Radnor, PA, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions with JPMorgan Securities LLC and JPMorgan Chase Bank, NA, as well as involvement with the Philadelphia Eagles. 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 with a discretionary approach, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments, and offers services such as a subscription planning product and estate-document creation.

James Graves is a Certified Financial Planner (CFP®) with 31 years of industry experience. He is currently with Wealthcare Advisory Partners LLC and has worked at Bank of America and Merrill. Graves is a partner in a private equity limited partnership associated with Morgan Stanley Private Markets Fund Employee Investors III LP. 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 financial advising approach using proprietary Wealthcare software and incorporates both passive and active investment strategies along with dynamic rebalancing when appropriate.

Ross Harryhill is a financial advisor at MyCIO Wealth Partners, LLC with four years of industry experience. He holds a Series 65 designation and has worked in various roles related to the University of Pennsylvania and Penn Athletics prior to joining MyCIO Wealth Partners. MyCIO Wealth Partners, LLC 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 offers discretionary and non-discretionary portfolio management along with comprehensive financial planning and institutional CIO services.

Alan Cohn is a CFP® with 27 years of experience, serving as co-president of Sage Financial Group Inc. since 1991. He leads multiple affiliated investment-related businesses, including private equity and real estate partnerships. Additionally, he serves on the advisory committee of an unaffiliated venture capital fund. Sage Financial Group provides investment management and financial planning to individuals, plans, trusts, and private fund investors. The firm’s approach emphasizes fundamental analysis and long-term investments, with a notable focus on affiliated private pooled real-estate funds and family office services.

Ethan Anderson is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA, holding a Series 65 designation. He has experience working at Hartford Funds and has been with MyCIO Wealth Partners since 2023. Prior to his financial services roles, he held positions at Drexel University, Biotelemetry, and other firms. 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 offers both discretionary and non-discretionary portfolio management, financial planning, and CIO services, with a focus on a broad range of investment vehicles and a predominantly non-discretionary approach.

Alexander Snyman is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Capital Analysts and has held roles at Lincoln Investment, Barilotti Wealth Strategies, Eagle Strategies (NY Life), and New York Life. In addition to his advisory work, he is appointed as an insurance agent for fixed insurance products. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team, providing custom portfolios, third-party manager access, and retirement plan advisory services.

David Horan is a financial advisor at MyCIO Wealth Partners, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Carpenter Technology Corporation and various organizations linked to Temple University. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm focuses on recommending and monitoring portfolio allocations across a variety of investment vehicles, operating mainly on a non-discretionary basis.

Ivan Shabalov is a CFA® charterholder currently with Bryn Mawr Trust Advisors, LLC. He has professional experience at BNY Mellon Wealth Management, BNY Mellon Investor Solutions, and BNY Advisors spanning from 2013 to 2025. 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 strategies using a variety of vehicles including independent managers and ESG options, and serves as a sub-adviser to WSFS Bank’s Wealth division and other registered advisers.

Joshua Rothbard is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 63 designation and 25 years of industry experience. He has worked at Wealthcare Advisory Partners since 2018 and has been associated with LPL Financial since 2015. 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 utilizes a goals-based, client-centered planning approach supported by proprietary software and applies an evidence-based investment framework incorporating behavioral economics and quantitative measures to construct long-term portfolios.

Joseph Mcerlean is a financial advisor at Aegis Capital Corp. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, Boenning & Scattergood, and Janney Montgomery Scott. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients, providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports a range of client objectives and restrictions.

Robert Richards is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 66 credential and 21 years of industry experience. His career includes roles at M.S. Howells & Co., Cadaret, Grant & Co., Inc., and several financial services firms between 2012 and 2019. Richards also provides financial advisory services related to life and disability insurance policies. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based, client-centered planning supported by proprietary software with an evidence-based investment framework that includes fundamental and technical analysis and access to alternative investment solutions.

Andreas Wochtl is a CFP® professional with 12 years of industry experience, currently serving at Wealthcare Advisory Partners LLC. His prior roles include positions with Wells Fargo Clearing, Citizens Securities, Inc., and Edward Jones. He is a board member of the Swedish American Chamber of Commerce. 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 financial advising approach using proprietary Wealthcare software and evidence-based processes that combine quantitative metrics with fundamental, technical, and behavioral analysis, offering both passive and active investment strategies.

Zackary Dempster is a financial advisor with Bryn Mawr Trust Advisors, LLC in Philadelphia, PA. He holds a Series 65 credential and has been with the firm and its affiliate WSFS Bank since 2023. Prior to his current role, he owned and operated First State Power Wash from 2020 to 2022. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser that provides discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm manages approximately $3.51 billion in regulatory assets and employs a multi-asset investment strategy combining strategic and tactical approaches with active and passive managers.