Christian Merritt III is a financial advisor at Bryn Mawr Trust Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including LPL Financial, Cetera, and BB&T. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation, providing discretionary investment management, financial planning, and retirement-plan fiduciary services to a range of clients including individuals, trusts, foundations, and institutional investors. The firm focuses on customized investment policy statements implemented through multi-asset solutions and combines active and passive management strategies with access to private funds.

Christopher Krumenacker Jr is a CFA® charterholder with two years of industry experience. He is currently with Bryn Mawr Trust Advisors, LLC and previously worked at WSFS Bank for eight years. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, endowments, foundations, corporations, and other business entities. The firm offers customized investment policies and diversified portfolios using a range of investment vehicles, and it maintains co-advisory relationships with WSFS Bank and other trust companies.

Barbara Wolf is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Abacus Wealth Partners since 2009. Her prior experience includes roles at Abacus Portfolios, Grimaldi Portfolio Solutions, Inc., and J. Cole Financial Advisers, Inc. She is also president of The Lerr Corp., a family business involved in industrial real estate. Abacus Wealth Partners provides financial planning, consulting, and both discretionary and non-discretionary investment management to a diverse client base including individuals, families, pension plans, and charitable organizations. The firm employs an asset-class investing approach grounded in academic research, utilizing no-load mutual funds, ETFs, and passive institutional funds, while incorporating ESG screening and private pooled vehicles in client portfolios.

William Fox is a Series 65-licensed financial advisor with McAdam LLC, based in Radnor, PA, bringing seven years of industry experience. Prior to joining McAdam, he worked at Penn Dot and Indiana University 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 using fundamental analysis and offers diversified investment options, including less liquid assets and digital exposures, while also providing subscription-based planning products and estate-document services.

Benjamin Kogan is a CFP® professional at Sage Financial Group Inc. with four years of industry experience. His prior roles include work at the U.S. Small Business Administration and Greenberg Traurig LLP, as well as running his own law office. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors with investment management and financial planning, including family office services. The firm employs a fundamental, long-term investment approach and is known for advising affiliated private pooled real-estate funds and offering estate-planning in partnership with a law firm.

Stephanie James is a CFP® professional with 13 years of industry experience. She has been with Wescott Financial Advisory Group LLC since 2008 and has been affiliated with Villanova University since 2011. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach that combines passive and active strategies with a tax-sensitive, disciplined process and individualized Investment Policy Statements.

Mark Gombita is a CFP® professional with 12 years of industry experience. He is currently with Main Street Financial Solutions, LLC, where he has worked since 2024. Prior to that, he spent eight years at Merrill and Bank of America, N.A. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs an academic-based, multi-asset class investment approach, utilizing mutual funds, low-cost ETFs, actively managed funds, and alternative investments while also providing ERISA fiduciary consulting and managing held-away accounts through third-party platforms.

Michael Lovecchio is a CFP® professional with 13 years of industry experience. He has worked at Jacobi Capital Management, LLC since 2017 and previously held roles at LPL Financial LLC, Renaissance Investment Consultants Holding Co., and WFG Investments Inc. Outside of his advisory work, he is involved with MDL Advisory Services, LLC, a business entity for tax and investment purposes. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts on a limited discretionary basis. The firm combines fundamental security analysis with a “fusion” approach blending finance, engineering, psychology, and history, and constructs portfolios using tactical, opportunistic, and complementary strategies with defined risk constraints.

Michael Enos is a Series 63-registered financial advisor at Capital Analysts with 34 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1991. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Jamie Hopkins is a CFP® and ChFC® with two years of experience currently serving as a financial advisor at Bryn Mawr Trust Advisors, LLC. He has worked at Bryn Mawr Trust Advisors and WSFS Bank since 2023 and previously held roles at Carson Wealth and Creighton University. Hopkins operated a speaking and content creation business, Hopkins Retirement Consulting, prior to joining Bryn Mawr Trust Advisors. 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 development and diversified portfolio management through independent managers, mutual funds, ETFs, and private fund platforms, while maintaining affiliations with WSFS Financial Corporation and providing sub-advisory services to other registered investment advisers.

Stephen Lee is a financial advisor at Logan Capital Management, Inc. with 33 years of industry experience. He has held roles at Logan Capital Management since 1994 and at Lcm Partners since 2000. Lee serves as treasurer for The Philadelphia Charity Ball, a nonprofit organization focused on fundraising. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for individual and institutional clients. The firm employs a combination of macroeconomic analysis, proprietary quantitative screens, fundamental research, and technical analysis across various equity and fixed-income strategies.

Bradley Williams is a financial advisor at BC Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MAFG RIA Services, Inc. for 10 years. Outside of his advisory role, he serves as president of the Old Grad Award Foundation, a scholarship organization, and volunteers as a board member for Business Leadership Organized for Catholic Schools. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, and institutional clients. The firm focuses on non-discretionary investment management utilizing fundamental analysis, charting, and a range of strategies including long-term, short-term, trading, options, and alternatives.

Gene Levengood is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has previously worked with firms including Raymond James Financial and LPL Financial and operates Good Life Advisors LLC, an independent investment advisory firm. 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, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Brian Welsh is a financial advisor at HBKS Wealth Advisors in Conshohocken, PA, holding a Series 66 designation with 19 years of industry experience. He has worked at HBKS Wealth Advisors since 2017 and previously at Locust Capital Management LLC from 2013 to 2017. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, providing investment management, financial planning, and pension consulting. The firm offers tailored portfolios using a range of strategies and multiple platform arrangements, with services including a dedicated high-net-worth offering branded as Level 3.

Courtney Kelly is a financial advisor at Robertson Stephens with a Series 65 designation and one year of industry experience. Prior to joining Robertson Stephens, she worked at Altera Digital Health and Dimagi. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, investment and pension consulting, and a range of planning services including tax and estate planning.

Callahan Hanson is a financial advisor at MyCIO Wealth Partners, LLC, holding a Series 65 designation and based in Philadelphia, PA. He joined MyCIO Wealth Partners in 2026 after a one-year tenure at Dodge & Cox Investment Management and has prior experience in education and retail. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals, trusts, pension plans, and charitable organizations. The firm focuses on non-discretionary portfolio management and offers a range of services including financial planning, retirement consulting, and CIO services, with investments across mutual funds, ETFs, private funds, and alternative assets.

James Ciamacco is a CFP® professional with six years of industry experience, currently serving as an advisor at Wescott Financial Advisory Group LLC. His prior roles include positions at Certior Financial Group, Mutual Securities, and The Vanguard Group. Outside of his advisory work, he is involved with Quality Community Living, Inc., a nonprofit organization. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, trusts, foundations, pension plans, and corporations. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies with a tax-sensitive, disciplined process tailored through individualized Investment Policy Statements.

Regan Schumacher is a financial advisor at HBKS Wealth Advisors in Conshohocken, PA, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Janney Montgomery Scott, Bank of America, Merrill, and Wells Fargo. Outside of his advisory work, he is a joint owner of a rental property in Sea Isle City, NJ, where he assists with lease signing and maintenance. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm manages accounts using proprietary model portfolios and multiple platform arrangements, providing a broad range of strategies including fixed income, alternatives, and cryptocurrency exposure.

Kaleb Burns is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His work history includes roles at ISQ Capital LLC, LPL Financial, Citizens Securities, and The Hershey Company. Outside of his advisory duties, he manages a part-time role as a rack team manager for a consignment event. Independence Square Holdings, operating as Independence Square Advisors, serves individuals, retirement plans, and institutional clients with financial planning, portfolio management, and ERISA advisory services. The firm uses a multi-team approach, blending customized and model portfolios, third-party managers, and technology-driven tools to implement client strategies across a broad range of investment options.

Jeffrey Wrabel is a financial advisor at Ethos Financial Group, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Almanack Investment Partners and Tegler McHenry Associates. Outside of his advisory work, he serves as treasurer for the charitable organization Knights of Columbus. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, providing investment management and financial planning through diversified, risk-conscious portfolios that use index-based exposures and various managed accounts. The firm supplements its approach with third-party research, offers tax-overlay management, and supports its advisors with technology while also acting as a sub-advisor to other registered investment advisers.