Eric Hershman is a financial advisor with Capital Analysts, holding a Series 63 designation and over 43 years of industry experience. He has been with Capital Analysts Incorporated since 2001 and also works with Lincoln Investment since 2012. Outside of advisory services, he owns Hershman & Associates, which focuses on the sales and service of insurance-related products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management through various programs and uses an in-house Investment Management & Research team to guide investment decisions.

Erich Hohenleitner is a Series 65-licensed financial advisor at McAdam LLC in Radnor, PA, with five years of industry experience. He has been with McAdam since 2020 and previously worked at the Adelphia Research Program, AMG Aluminum, McDermott Lawn Care, and Villanova University. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, retirement plan consulting, and implementation support. The firm manages client portfolios using fundamental analysis and includes a range of investment vehicles from mutual funds to specialized exposures such as private investment funds and cryptocurrency-related products.

William Lane III is a financial advisor at Ethos Financial Group, LLC with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Almanack Investment Partners and Wells Fargo Advisors. Outside of advising, he is the founder and CEO of Praktikant, a software company. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering investment management, financial and estate planning, and consulting services through diversified model portfolios and a Core Allocation approach.

David Enos is a financial advisor at Capital Analysts with three years of industry experience. He holds a Series 66 designation and has worked at both Capital Analysts and Lincoln Investment since 2023. Outside of his advisory role, he has been involved with Yards Brewing Company since 2017. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment management team and offers various advisory services through both proprietary and third-party models.

Waheed Gbadamosi is a financial advisor at Santander Securities LLC with a Series 66 designation and four years of industry experience. His background includes roles at Citizens Securities, Inc., NYLIFE Securities LLC, and Santander Bank, NA. He serves as a Supply Specialist in the United States Army National Guard. Santander Securities LLC provides investment advisory services to a broad retail client base, managing approximately $3.14 billion in regulatory assets across over 10,800 client relationships. The firm offers portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products, utilizing a range of third-party discretionary investment managers and an affiliated banking relationship.

Antonio Betancourt is a CFP® with 33 years of industry experience, currently serving at Ethos Financial Group, LLC since 2023. His prior roles include positions at SagePoint Financial and SII Investments, Inc., among others. Outside of his advisory work, he operates a sole proprietorship focused on insurance products. Ethos Financial Group serves a diverse client base including high-net-worth individuals, trusts, and municipalities, offering investment management and financial planning through diversified, risk-conscious portfolios supplemented by third-party research and AI-assisted operations.

Christopher Colasurdo is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at McAdam LLC. He has worked at Madison Avenue Securities since 2025 and was with Purshe Kaplan Sterling Investments from 2014 to 2024. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages client portfolios on a discretionary basis, utilizing a range of investment vehicles including mutual funds, ETFs, independent managers, and alternative assets, and features offerings such as a tiered subscription planning product and monitored use of artificial intelligence tools.

Jacob Hille is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA. He holds a Series 65 designation and has been with MyCIO Wealth Partners since 2024. His prior work experience includes roles at Instacart, DoorDash, and Franklin & Marshall College. 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, financial planning, retirement plan consulting, tax preparation, and CIO services, with a focus on recommending and monitoring allocations across a variety of investment vehicles.

Brandon Mcfadden is a financial advisor at Bryn Mawr Trust Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Truist Investment Services and BB&T Securities. Bryn Mawr Trust Advisors, LLC is a bank-affiliated SEC-registered investment adviser serving individuals, trusts, foundations, corporations, and institutional clients. The firm offers discretionary investment management and financial planning, using a multi-asset approach that combines strategic and tactical asset allocation with both active and passive managers.

Ryan Tyrell is a financial advisor with Prosperity - An EisnerAmper Company, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at CPA Financial Group, LLC, Commonwealth Financial Network, and EisnerAmper Wealth Management & Corporate Benefits, LLC. He is also president and sole owner of a private entity established to facilitate his fixed insurance business. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, managing about $5 billion in client assets through discretionary and non-discretionary strategies, often employing third-party independent managers and technology platforms.

Ian Meierdiercks is a financial advisor with StoneX Advisors Inc. and holds Series 63 and Series 65 designations. He has 27 years of industry experience, including over 10 years at StoneX Advisors and 1 year at IM Wealth Partners Investment Advisors LLC. Outside of advisory work, he is involved as a member of a scholarship program LLC supporting children's education. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house private client group. The firm uses a variety of model-based and third-party manager solutions and is part of the broader StoneX Group, which offers integrated clearing, custody, and lending capabilities.

Theodore Piotrowicz is a CFA® charterholder and holds a Series 66 license, with 13 years of industry experience. He has been with Legacy Advisors, LLC since 2012. Outside of his advisory role, he serves on the boards of several charitable foundations, including the Cabot-Kjellerup Foundation and the Abele Family Foundation, where he contributes to governance and funding decisions. Legacy Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm provides modular financial planning, discretionary and non-discretionary portfolio management, retirement plan consulting, and third-party manager oversight, tailoring advice and portfolios to each client’s objectives and risk tolerance.

Sean Duffy is a financial advisor at Copeland Capital Management, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Vigilant Distributors, LLC. Sean was a full-time student for ten years prior to entering the industry. Copeland Capital Management provides discretionary and non-discretionary portfolio management, model-delivery, and sub-advisory services to a diverse client base including individuals, institutions, and pension plans. The firm employs a conservative, dividend-growth oriented investment approach using fundamental, quantitative, macroeconomic, and technical analysis across various market-cap strategies.

Harry Forst is a CFP® professional with 42 years of experience in the financial advisory industry. He has been with Lincoln Investment Planning, Inc. since 1983. He is affiliated with Capital Analysts, a firm that serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. Capital Analysts provides discretionary and non-discretionary portfolio management, utilizing in-house investment research and a proprietary mutual fund screening process, and supports a range of advisory arrangements through a network of independent advisors.

Timothy Dorazio is a financial advisor at Independence Square Holdings, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including LPL Financial, KeyBank, and PNC Bank. Outside of his advisory work, Dorazio serves as a referee for the USA Hockey League. Independence Square Holdings, LLC provides investment advisory, financial planning, pension consulting, and portfolio management services to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm employs a variety of investment strategies combining fundamental, quantitative, technical, and modern portfolio theory approaches, and offers digital platform access alongside model and customized portfolios.

Matthew Mayer is a financial advisor with M Holdings Securities, INC. He holds CFP® and Series 63 designations and has 13 years of industry experience. His prior experience includes roles at THE Vanguard Group, Inc. and Brumbaugh Wealth Management. Outside of his advisory work, he serves as Treasurer for Chester County Young Life, where he helps set and review the organization's budget. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual, corporate, and retirement plan clients through a nationwide network of Investment Advisor Representatives and Member Firms. The firm offers a range of advisory services including discretionary and non-discretionary investment management, financial planning, and sub-advisory services, and supports clients through multiple sponsored platforms and affiliated advisers.

James Fisher is a financial advisor at Bryn Mawr Trust Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Bryn Mawr Capital Management, Truist Advisory Services, BB&T Wealth, M&T Securities, and M&T Bank. 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 range of products including independent managers, mutual funds, ETFs, and private fund platforms, and maintains co‑advisory relationships with WSFS Bank along with sub‑advisory roles for other investment advisers and trust companies.

James Barnes is a financial advisor at Bryn Mawr Trust Advisors, LLC with three years of industry experience. He holds the CFA® designation and Series 63 license. Prior to his current role, Barnes has worked at Bryn Mawr Capital Management, LLC since 2023 and Bryn Mawr Trust from 2016 to 2023. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser serving individuals, trusts, foundations, corporations, and institutional clients. The firm offers discretionary investment management, financial planning, and retirement-plan fiduciary services, utilizing customized investment policy statements and a mix of active and passive strategies across various asset classes.

James Judge IV is a CFA® charterholder with 13 years of industry experience. He has worked at Ethos Financial Group, LLC since 2022 and previously held roles at Almanack Investment Partners and Gadsden. He serves as a volunteer member of an investment committee in Villanova, PA, participating in advisor hiring and investment oversight. Ethos Financial Group provides investment management and financial planning services to individuals, trusts, estates, municipal entities, and charitable organizations. The firm employs a model portfolio approach with diversified, risk-conscious allocations and incorporates third-party research and tax-overlay management in its process.

Jeffrey Kitchen is a CFP® professional with seven years of experience at Bryn Mawr Trust Advisors, LLC. He previously held roles at Giant Food and Royal Bank of Canada Wealth Management. 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 fiduciary services to individuals, trusts, foundations, corporations, and institutional clients. The firm employs a proprietary multi-asset investment approach combining strategic allocation, tactical adjustments, and a mix of active and passive managers.