Alexander Snyman is a financial advisor with Capital Analysts, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Lincoln Investment, Barilotti Wealth Strategies, Eagle Strategies, New York Life Insurance, and VOYA Financial Advisors. Snyman is also licensed as an insurance agent, brokering fixed insurance products. 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, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment teams employing proprietary fund screening and tax-aware strategies.

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.

Brian Fenlin is a financial advisor at Kathmere Capital Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer & Co for 11 years before joining Kathmere in 2024. Kathmere Capital Management provides investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional sponsors. The firm employs a top-down, model-portfolio approach primarily using ETFs and no-load mutual funds, and also manages pooled investment vehicles such as the Kathmere Private Markets Fund 2024 LP.

David Kay is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Securities America Advisors, Inc., Questar Capital Corporation, and Lincoln Financial Advisors Corporation. Outside of his advisory work, he is involved with the Max And Bella Black Foundation, a charitable organization that donates annually to 501(c)(3) entities. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, consulting, portfolio management, and retirement-plan fiduciary services, leveraging a proprietary advisory platform and access to third-party managers.

Robert Stark III is a financial advisor at McAdam LLC in Philadelphia, PA, holding a Series 65 designation with four years of industry experience. Prior to joining McAdam in 2020, he worked at Red Dog Resort & Spa and Robert Half, and served six years in the Army National Guard. 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 tiered weekly financial-planning subscription along with alternative and specialized investment strategies.

Duong Nguyen is a CFA® charterholder at Index Fund Advisors, Inc. with two years of industry experience. Prior to joining Index Fund Advisors in 2026, he worked at Mercer Investments, The Vanguard Group, and CenterSquare Investment Management. Index Fund Advisors, Inc. provides discretionary investment management and financial planning to a range of clients including individuals, high-net-worth clients, retirement plans, and charitable organizations. The firm uses globally diversified, passively managed portfolios based on modern portfolio theory and multi-factor concepts, and distinguishes itself by integrating in-house tax services alongside advisory offerings.

Jesse Levy is a financial advisor at Independence Square Holdings, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at several firms, including UBS Financial Services and Merrill. Outside of his advisory role, he has been involved as a ride-sharing driver since 2022. Independence Square Holdings serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, and pension consulting. The firm operates as a multi-team adviser offering customized portfolios, third-party solutions, and digital platform services to support a broad range of investment strategies.

Samuel Newsham is a financial advisor with Capital Analysts and holds Series 63 and Series 65 licenses. He has 13 years of industry experience, including roles at Capital Analysts since 2023 and Lincoln Investment since 2013. Outside of his advisory work, he is active as a bass player in a performance ensemble, serves as Vice President of the Golden Slipper Club & Charities, coaches middle school wrestling, and is Chairman of the Trustees for the Williamson-Corinthian Lodge of Freemasons #368. Capital Analysts serves retail and institutional clients, including high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Cassandra Alleyne is a financial advisor at Santander Securities LLC with 19 years of industry experience. She holds the Series 66 designation and has worked within the Santander organization since 2016, including roles at Santander Bank, NA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to securities-based lending and insurance products.

Donal McGuire is a financial advisor with Capital Analysts, holding a Series 63 license and bringing 33 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1994. McGuire previously engaged in life insurance sales through Midland Life but discontinued after identifying compliance issues with compensation channels. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable clients. The firm offers portfolio management and retirement-plan advice through a combination of discretionary in-house management and non-discretionary advisor-supported approaches, utilizing proprietary fund screening processes and maintaining institutional relationships to support its investment products.

Courtney Kauffman is a CFP® professional with seven years at Prowell Financial Management, LLC and a total of four years in the industry. Prior to joining Prowell, Kauffman worked at Lovelace Medical Center for two years. Prowell Financial Management advises closely held companies and their individual owners, focusing on tailored financial organization, planning, and asset management to support ownership succession and complex financial circumstances. The firm typically monitors and coordinates clients’ existing third-party managers while emphasizing liquidity and low-cost investment options for directly managed assets.

Skip Massengill is a financial advisor with Realta Investment Advisors, Inc. and Realta Equities, Inc., holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. Prior to joining Realta in 2017, he spent eight years with Robert W. Baird & Co. Outside of his advisory role, Massengill is a minority owner of the Retirement Educational Institute, serves as co-chair of the ethics committee for the Philadelphia Estate Planning Council, and is a board member for youth football and a nursing home organization. He is also involved in writing educational material on retirement and leads a cyber solution storage business. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm uses personalized investment strategies based on asset allocation across various securities and operates multiple platforms and third-party manager programs to serve its diverse client base.

Brian Gassaway is a Series 65 licensed financial advisor at McAdam LLC with six years of industry experience. He has been with McAdam since 2019 and also has a background in education, having worked at Saint Joseph University since 2017 and at Trinity High School from 2013 to 2017. McAdam LLC advises 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 portfolios using a mix of mutual funds, ETFs, individual securities, and specialized investments with a discretionary approach tailored to client objectives.

Douglas Sweeney is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes roles at Private Advisor Group, LLC, LPL Financial, Wells Fargo Clearing, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. Independence Square Holdings serves individuals, retirement plans, and institutional clients, offering financial planning, portfolio management, pension consulting, and ERISA advisory services. The firm employs a multi-team approach with about 40 advisors, utilizing customized and model portfolios, third-party solutions, and digital platform services to implement client strategies.