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 CFP® and CFA® with 13 years of industry experience. He is currently with Kathmere Capital Management, LLC and has previously worked at firms including LNW Wealth Management and Miller Investment Management. Kathmere Capital Management, LLC offers investment management, financial planning, family office services, and retirement plan consulting to individuals and institutional sponsors. The firm employs a top-down, model-portfolio approach primarily using ETFs and mutual funds, with discretionary and non-discretionary account management tailored to client objectives.

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 23 years of experience in the financial services industry and has been with Abacus Wealth Partners since 2009. She holds the Series 65 designation and is based in Ardmore, PA. Outside of her advisory role, she serves as president of The Lerr Corp., a family-owned industrial real estate business. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a wide range of clients, including individuals, families, trusts, and charitable organizations. The firm employs a passive, asset-class-based investment approach and also manages private fund interests such as the Align Impact private fund.

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.

Billy Webster is a financial advisor at Wharton Business Group, LLC in Malvern, PA, with 33 years of industry experience. He has been with Wharton Business Group since 2009 and holds a Series 63 designation. Wharton Business Group provides discretionary and non-discretionary investment advisory services, retirement plan consulting, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs tailored asset allocations and a variety of investment strategies, serving approximately 106 client relationships with a small advisory team.

Mark Gombita is a CFP® professional with 12 years of experience in the financial services industry. He currently works at Main Street Financial Solutions, LLC and previously held positions at Merrill, Bank of America, N.A., and The Vanguard Group, Inc. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, and corporations, offering financial planning, wealth management, and retirement plan consulting. The firm employs an academic-based, multi-asset investment approach with a focus on mutual funds and low-cost ETFs, while also incorporating actively managed funds, individual securities, and alternative investments.

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.

Matthew Dewitt is a financial advisor with Advisory Services Network, holding a Series 65 credential and six years of industry experience. His professional background includes roles at McAdam, DeGroff Financial, Avalon Merchants, and West Virginia University. In addition to his advisory work, he is an independent insurance agent specializing in life, accident, and health insurance. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, investment consulting, and retirement plan consulting, with strategies tailored to clients’ objectives and risk tolerances.

Michael Enos is a financial advisor with Capital Analysts in Oaklyn, NJ, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1991. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients, providing discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team.

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.

William Torrance is a financial advisor with Diversified, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His career includes roles at Brookstone Wealth Advisors, IAMS Wealth Management, and Pinnacle Financial Services. Outside of advising, he is a shareholder in GRC LLC, a gas station lease business. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm employs a two-phase planning process with tailored asset allocation strategies and utilizes third-party managers and platforms for a range of client needs.

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.