Timothy Dorazio is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at LPL Financial, KeyBank, and PNC Bank. Outside of his advisory work, he serves as a referee in the USA Hockey League. Independence Square Holdings serves individual clients, retirement plans, and institutional clients through financial planning, portfolio management, and ERISA advisory services. The firm employs a multi-team approach with approximately 40 advisors and integrates customized portfolios, model portfolios, and third-party solutions, along with extensive digital and platform services.

Matthew Mayer is a CFP® professional with 14 years of industry experience, currently affiliated with M Holdings Securities, Inc. and Perspective Financial Group since 2021. His prior experience includes eight years at The Vanguard Group and a year at Brumbaugh Wealth Management. He serves as treasurer for Chester County Young Life, where he helps set and review the organization’s budget. M Holdings Securities, Inc. serves a nationwide client base including individuals, retirement plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary investment management, retirement plan consulting, and insurance advisory. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, delivering investment management through financial professionals and third-party sub-advisors.

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. His prior roles include positions at Giant Food and Royal Bank of Canada Wealth Management. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser providing discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, trusts, foundations, corporations, and institutional clients. The firm offers customized investment policy statements implemented through a mix of strategic asset allocation, tactical adjustments, various investment vehicles, and third-party platforms, managing over $3.5 billion in assets.

Jaclyn Swavely is a Certified Financial Planner (CFP®) with 23 years of industry experience. She is currently with Girard Advisory Services, LLC and has previously worked at firms including Kistler-Tiffany Advisors and APW Capital, Inc. She spends a small portion of her time on fixed insurance sales. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification through a proprietary research process and offers a range of investment strategies alongside retirement plan consulting.

David Emery is a CFP® with 22 years of industry experience, currently serving as an advisor at Waverly Advisors, LLC. His prior roles include positions at Planning Capital Management Corp and The Marshall Financial Group, Inc. He also teaches a personal finance course as an adjunct professor at Temple University. 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-market allocations, serving a broad client base that includes both non-high net worth and high net worth individuals.

Robert Bagonis Jr. is a financial advisor with Ethos Financial Group, LLC, holding a Series 65 license and five years of industry experience. He has been affiliated with Tritium Private Wealth since 2014, where he is a principal involved in estate, business succession, and insurance planning. Outside of financial advising, he is a CFO and owner of Trestle Beer Company LLC, also known as Wrong Crowd Beer Company. Ethos Financial Group serves individuals, trusts, estates, state and municipal entities, and charitable organizations, providing investment management, financial planning, estate planning, and related consulting. The firm uses a model portfolio approach with diversified, risk-conscious strategies implemented through various investment vehicles and supplements its process with third-party research and optional tax-overlay management.

David Hill Jr. is a financial advisor at Kathmere Capital Management, LLC with 14 years of industry experience. He holds the CFP® and CFA® designations along with Series 66 and Series 65 licenses. His prior work includes roles at LNW Wealth Management, YieldX Advisers, M HOLDINGS SECURITIES, Legacy Advisors, Miller Investment Management, and Lord, Abbett & Co. 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 such as pension plans, endowments, and foundations. The firm utilizes a top-down, model-portfolio approach primarily employing ETFs and no-load mutual funds, and acts as investment manager for pooled vehicles including the Kathmere Private Markets Fund 2024 LP.

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 at firms including Cetera, PNC Wealth Management, and BB&T. Merritt is currently affiliated with Members 1st Federal Credit Union in addition to his advisory role. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser serving individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm offers discretionary investment management and fiduciary services, employing a multi-asset investment approach that combines strategic allocations, active and passive managers, and proprietary solutions.

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.

Louis Depaul is a financial advisor at BLBB Advisors with 45 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial and Boenning & Scattergood. BLBB Advisors provides investment management and financial planning services to individuals, trusts, corporations, business owners, pension plans, and non-profits, managing approximately $3.25 billion in client assets. The firm emphasizes asset allocation and offers a range of risk-based investment objectives, utilizing models, individual securities, ETFs, select alternatives, and third-party managers as appropriate.

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.

Michael Geraghty is a financial advisor at BLBB Advisors with 12 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. His prior experience includes roles at Janney Montgomery Scott and Boenning & Scattergood. BLBB Advisors provides investment management and financial planning services to individuals, trusts, corporations, business owners, pension plans, and nonprofit organizations, managing approximately $3.25 billion in client assets. The firm offers a range of risk-based investment strategies and specialized services such as a Global Macro ETF strategy and an equity covered-call overlay.

Benjamin Kogan is a Certified Financial Planner® with five years of industry experience. He has worked at Sage Financial Group Inc. since 2021 and previously held roles at the U.S. Small Business Administration, The Law Office of Benjamin R. Kogan, and Greenberg Traurig LLP. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors, providing investment management and financial planning services along with family office offerings. The firm’s investment approach is grounded in fundamental analysis with a long-term purchase orientation, and it is notable for advising affiliated private pooled real-estate funds and incorporating performance-based compensation structures for those funds.

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.

Billy Webster Jr. is a financial advisor at Wharton Business Group, LLC in Malvern, PA, holding a Series 63 designation with 34 years of industry experience. He has been with Wharton Business Group since 2009. Wharton Business Group provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a combination of charting, fundamental and technical analysis with both long- and short-term purchase strategies, and incorporates artificial intelligence tools for operational support.

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.