Liam Mc Guire is a Series 66 licensed advisor with three years of industry experience, currently serving at Capital Analysts and Lincoln Investment. Prior to his advisory roles, he worked with Azie Media and Cardinal O'Hara High School. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, and charitable organizations, providing portfolio management, advisor-managed portfolios, access to third-party managers, and retirement-plan advice. The firm offers both discretionary and non-discretionary investment management supported by an in-house research team and proprietary mutual fund screening.

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.

Hal Michels is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with Prosperity - An EisnerAmper Company and has held roles at various firms including Dai Securities, Apw Inc, and EisnerAmper Wealth Management. Outside of advisory work, he is a partner involved in tax preparation and CPA services within his firm. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, retirement-plan advisory, and consulting services. The firm emphasizes asset allocation and diversification, offering both discretionary and non-discretionary management, and manages approximately $5 billion in client assets through a multi-team approach.

Kevin Rafferty is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He worked at Hornor Townsend & Kent Inc for eight years before joining LPL Financial LLC in 2024. Rafferty is also licensed to sell life, health, and fixed annuity insurance products in Pennsylvania. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various sponsored platforms.

James Trevouledes is a CFP® professional at McAdam LLC with eight years of experience in financial advisory roles. He has worked with firms including Madison Avenue Securities and Purshe Kaplan Sterling Investments. He is involved with McAdam’s RetireUS subscription planning product. 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 incorporates a range of traditional and specialized investment exposures tailored to client objectives.

Nicholas Towey is a CFP® with 11 years of industry experience, currently serving at Capital Analysts in Horsham, PA. He has worked with Lincoln Investment since 2014, spanning a total of 12 years in that role. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice. The firm provides investment management through both discretionary in-house teams and non-discretionary advisor-managed solutions, leveraging proprietary screening processes and maintaining institutional relationships to support its services.

Mary Fugler is a financial advisor at Logan Capital Management, Inc. with 16 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at several firms including Parker Street Securities LLC and Washington Peak Investment Advisors LLC. Outside of her advisory role, she is also active as a Florida real estate sales associate on weekends. Logan Capital Management is an SEC-registered investment adviser managing approximately $3.1 billion in assets with a team of 16 advisors serving around 1,800 clients. The firm employs a combination of top-down macroeconomic analysis alongside fundamental and technical approaches across diverse equity and fixed-income strategies, and also manages the Logan Capital Broad Innovative Growth ETF.

James Spencer is a financial advisor with Copeland Capital Management, LLC in Conshohocken, PA. He holds a Series 65 designation and has 19 years of industry experience, including 10 years at Rorer Asset Management, LLC. Copeland Capital Management is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, charitable organizations, corporations, and governmental entities. The firm employs a conservative, disciplined dividend-growth investment philosophy across a range of equity and fixed income strategies and manages both discretionary portfolios and model portfolios with over $4 billion in assets under management.

James Henry III is a financial advisor with MyCIO Wealth Partners, LLC in Philadelphia, PA, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has been with MyCIO Wealth Partners since 2005. MyCIO Wealth Partners provides investment advisory and related 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 and financial planning across a broad range of investment vehicles, focusing mainly on recommending and monitoring allocations for its typically high-net-worth client base.

William Schumacher is a CFP® professional at Kathmere Capital Management, LLC with seven years of industry experience. He previously worked at The Vanguard Group, Inc. for four years and attended Clemson University. Kathmere Capital Management provides investment management, financial planning, family office services, and retirement plan consulting to individuals, high-net-worth clients, and institutional sponsors. The firm uses a top-down, model-portfolio approach primarily employing ETFs and no-load mutual funds, while also managing pooled vehicles such as the Kathmere Private Markets Fund 2024 LP.

Isaiah Carroll is a Series 65 licensed advisor at McAdam LLC with seven years of industry experience. He has worked at McAdam since 2019 and previously held roles at Home Depot Pro and Passantes Home. 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 accounts primarily on a discretionary basis, employing a range of investment strategies including mutual funds, ETFs, individual securities, and specialized exposures such as direct indexing and cryptocurrency.

Thomas Williams is a Series 65-licensed advisor at McAdam LLC with six years of industry experience. He has worked at McAdam since 2020, holding roles that include investment advisory and advisor operations. His prior background includes positions in the hospitality and service industries as well as studies at Temple University. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, managing client accounts primarily on a discretionary basis with diversified portfolios that incorporate traditional and alternative investments.

Alex Picone is a financial advisor at StoneX Advisors Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including IM Wealth Partners and SMBC Nikko Securities America. Outside of his advisory role, he assists in client planning as a paraplanner for Ian Meierdiercks’ investment and insurance business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm employs a range of advisor-managed portfolios, proprietary model solutions, and third-party money managers, offering multiple account structures and platforms to support client goals.

Robert Castellani Sr. is a financial advisor at Capital Analysts with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Lincoln Investment Planning, Castellani Wealth Management, Principal Life Insurance Company, and Princor Financial Services Corporation. Castellani also serves as the sole owner and managing member of The Castellani Group, LLC, a financial services business. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm combines discretionary investment management by its in-house team with non-discretionary advisory services and collaborates with third-party managers.

Michael Martin is a financial advisor with Great Valley Advisor Group, LLC and holds Series 63 and Series 65 credentials. He has 34 years of industry experience, including roles at Great Valley Advisor Group since 2013 and LPL Financial Corporation since 2009. Martin is also involved with Peters Financial Planning Corporation, working there as a registered investment advisor. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

Elizabeth Gavin is a financial advisor at Modera Wealth Management, LLC with 13 years of industry experience. She holds a Series 65 designation and previously worked at Independence Advisors, LLC for 14 years before joining Modera in 2021. Modera Wealth Management, LLC 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 and a range of strategies including independent managers, private-placement opportunities, and optional ESG integration.

Andrue Nicholas is a financial advisor at The Ascent Group, LLC with Series 63 and Series 65 credentials. He has one year of industry experience and joined The Ascent Group in 2026 following roles at Osaic Wealth, Alera Group, and Hardenbergh Insurance Group. The Ascent Group, LLC provides investment management, financial planning, and consulting services to individuals, families, businesses, and institutions. The firm serves over 4,000 clients with approximately $4.76 billion in assets under management, utilizing a combination of discretionary and non-discretionary portfolio management, model portfolios, digital delivery platforms, and access to alternative investments.