Erik Hickman is a financial advisor with Bryn Mawr Trust Advisors, LLC, holding a Series 65 credential and bringing 15 years of industry experience. He has worked at Bryn Mawr Capital Management since 2016 and previously at West Capital Management, Inc. from 2011 to 2017. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation, offering discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, and institutional clients. The firm employs a multi-asset investment approach combining strategic asset allocation with active and passive managers and uses proprietary solutions alongside third-party platforms to serve a diverse client base.

Anna Sadowski is a financial advisor with MyCIO Wealth Partners, LLC, holding a Series 65 credential and starting her advisory career in 2024. Her prior experience includes roles at Temple University, PNC Financial Services, and various positions outside the financial industry. MyCIO Wealth Partners provides investment advisory and planning services primarily to high-net-worth individuals and institutions, focusing on non-discretionary portfolio management and a diverse range of investment vehicles including private funds and alternative investments.

Kristopher Thompson is a CFP® with five years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2026. His prior roles include positions at OSAIC, Triad Advisors, The Ascent Group, LLC, and Key Financial, Inc., as well as service in the United States Army from 2014 to 2018. Thompson is a board member of Legion of Valor, a nonprofit focused on providing modified sporting equipment and access to sporting events for injured veterans. Modera Wealth Management serves a diverse client base including individuals, trusts, corporations, and plan sponsors, offering wealth management, retirement plan consulting, financial planning, tax services, and business coaching. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and integrates investment management with in-house accounting and tax capabilities.

Wendy Ellis is a financial advisor at Wescott Financial Advisory Group LLC with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Specific Solutions, Raymond James Financial Services Advisors Inc., and Fulton Financial Advisors. 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, and corporate pension plans. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies with a tax-sensitive, disciplined process.

Arthur Romano is a financial advisor with Waverly Advisors, LLC, holding a Series 65 designation and four years of industry experience. He previously worked at Forefront Wealth Management for five years and Commonwealth Business Group for eight years. Waverly Advisors is a multi-team registered investment adviser that manages portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations, offering both discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting services.

Sony Mathew is a financial advisor at Bryn Mawr Trust Advisors, LLC with seven years of industry experience. He has held roles at Bryn Mawr Trust Advisors since 2018 and previously worked at The Vanguard Group. His background also includes academic positions related to the Lafayette College Writing Program. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser affiliated with WSFS Financial Corporation that provides discretionary investment management, financial planning, and fiduciary services to a range of clients, including high-net-worth individuals and institutions. The firm combines proprietary multi-asset solutions with strategic and tactical asset allocation, utilizing both active and passive managers alongside alternative platforms and option strategies.

Julie Kelly is a financial advisor at Logan Capital Management, Inc. with 22 years of industry experience. She holds a Series 66 designation and has been with Logan Capital Management since 2009. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for a diverse client base that includes high-net-worth individuals, institutional clients, retirement plans, and public funds. The firm employs a combination of macroeconomic analysis, proprietary quantitative screens, fundamental research, and technical analysis across various equity and fixed-income strategies.

Adam Greene is a CFP® and Series 65-registered advisor with eight years of industry experience. He has been with Sage Financial Group Inc. for ten years. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors, providing discretionary and non-discretionary investment management and financial planning. The firm offers family office services and manages affiliated private pooled real-estate funds, employing a long-term investment approach based on fundamental analysis.

Rob Roy Mc Lallen IV is a Series 65-licensed financial advisor with six years of industry experience. He has worked at MyCIO Wealth Partners since 2019 and previously held positions at The Wiley Group and Kelly and Associates. His background includes roles at Haverford College and Lacrosse Unlimited. 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 and financial planning, with a focus on recommending and monitoring allocations across a broad range of investment vehicles.

Kiran Sweigart is a CFP® professional with 16 years of experience, currently serving as a financial advisor at McAdam LLC. She has worked at Madison Avenue Securities and ran her own practice, Sweigart Financial, since 2023. Kiran is also involved in residential real estate activities on a personal basis. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, retirement plan consulting, and related implementation support, managing client portfolios with a discretionary approach and incorporating a range of asset types and specialized exposures.

Earl Miller is a financial advisor at Roffman Miller Associates Inc with 14 years of industry experience. He holds the Series 66 designation and has worked at Roffman Miller since 2018. Prior to that, he was affiliated with MainLine Securities LLC, Mainline Private Wealth LLC, and Mainline Investment Partners LLC from 2014 to 2018. Roffman Miller provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.9 billion across about 1,560 client relationships, using a committee-based investment process focused on long-term objectives, diversification, and fundamental research.

Frederick Bacani is a financial advisor at Concentric with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Concentric since 2025, following a tenure at Pathstone beginning in 2023 and over two decades at Veritable, LP. Concentric provides discretionary sub-advisory portfolio management and model portfolio construction primarily to other registered investment advisers and financial institutions. The firm employs quantitative portfolio-optimization software combined with qualitative oversight to tailor strategies, offering services that include tax-loss harvesting overlays, ESG overlays, direct indexing, and specialized fixed-income mandates.

Christopher Powers is a financial advisor at Girard Advisory Services, LLC with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has previously worked at TD Ameritrade, Inc. and Efficient Advisors LLC. Outside of his advisory role, he owns and manages a rental property. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes asset allocation, diversification, and customized portfolios through a proprietary research process and an Investment Committee, offering both discretionary and non-discretionary management across a variety of asset classes and specialized strategies.

Andrew Purcell is a financial advisor at Kathmere Capital Management, LLC with 16 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Kathmere in 2026, he worked at HBKS Wealth Advisors and Locust Capital Management LLC. Kathmere Capital Management provides investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, and institutional sponsors. The firm employs a top-down, model-portfolio investment process using ETFs, mutual funds, and other securities, and also manages pooled investment vehicles such as the Kathmere Private Markets Fund 2024 LP.

Robert Miller is a financial advisor at Roffman Miller Associates Inc with 34 years of industry experience. He has worked at Roffman Miller Associates since 1990. Roffman Miller Associates provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.9 billion across about 1,560 client relationships, using a committee-based process to tailor asset allocation with an emphasis on long-term objectives, diversification, and fundamental research.

Steven Dunn is a financial advisor with Bryn Mawr Trust Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at CommonWealth Financial Network and WSFS Bank. He is also involved in fixed insurance sales related to investments. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management to a range of clients including individuals, trusts, retirement plans, and corporations. The firm offers customized investment strategies using diversified portfolios and serves as a sub-adviser to WSFS Bank’s Wealth division and other advisers.

Alex Deck is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co, and served in the United States Army National Guard. Outside of advisory work, he is involved as an insurance agent with 1847 Financial, focusing on multi-line insurance products including life, accident, health, and annuities. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach utilizing a variety of platforms and instruments, including ETFs, mutual funds, alternatives, and options-based strategies.

John Krol is a financial advisor with Legacy Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at M Holdings Securities, Inc. and Legacy Advisors since 2006. Krol serves on the boards of The Legacy Foundation and Merakey, and he is board president of Life Tree Pharmacy. Legacy Advisors, LLC manages approximately $4.18 billion in client assets, providing portfolio management, financial planning, retirement plan consulting, and selection-of-other-advisor services. The firm serves pension and corporate retirement plans, charitable organizations, and individual investors, employing a blend of fund, fundamental, and technical analysis alongside manager monitoring and sub-advisory arrangements.

Edward Sep is a financial advisor with Great Valley Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including prior roles at Merrill, Private Advisor Group, and LPL Financial. Sep also operates Good Life Advisors LLC, an independent investment advisory firm, where he dedicates significant time providing advisory services. 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.

John Loper is a CFP® and ChFC® with 19 years of experience in financial advising. He currently works at Modera Wealth Management, LLC and previously held roles at Lincoln Investment and the CFP Board of Standards. He serves as a board member for the College for Financial Planning, contributing to evaluation and governance in financial education. Modera Wealth Management, LLC provides wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation approach based on Modern Portfolio Theory and combines investment management with in-house accounting and tax services, supporting a broad range of client needs.