Bradley Williams is a financial advisor at BC Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including MAFG RIA Services, Inc., Cetera Advisors LLC, SEI Investments Management Corp, and Raymond James Financial. Outside of advising, he serves as president of the Old Grad Award Foundation, a scholarship organization, and is a board member for BLOCS, a charity supporting access to Catholic education. 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 portfolio management using fundamental analysis along with technical and cyclical reviews, offering a range of strategies including long-term, short-term, trading, options, and alternatives.

Gene Levengood is a financial advisor at Great Valley Advisor Group, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Good Life Advisors, LLC, LPL Financial, Private Advisor Group, LLC, and Raymond James Financial. 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 across various platforms.

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 Jr. is a CFP® professional with seven years of industry experience, currently serving at Wescott Financial Advisory Group LLC. His prior experience includes roles 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 serves individual clients, family offices, charitable organizations, and retirement plans, offering wealth management and consulting services. The firm uses an open-architecture, multi-manager investment approach that combines passive and active strategies and focuses on tax-sensitive portfolio construction.

Regan Schumacher is a financial advisor at HBKS Wealth Advisors in Conshohocken, PA, holding Series 63 and Series 66 licenses with 25 years of industry experience. His prior roles include positions at Janney Montgomery Scott LLC, Bank of America, Merrill, Wells Fargo Clearing, Credit Suisse Securities, and Morgan Stanley. Outside of his advisory work, he is a joint owner of a rental property in Sea Isle City, NJ. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm employs a broad range of strategies and typically manages accounts on a discretionary basis using proprietary models and sub-advisors.

Kaleb Burns is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His career includes roles at LPL Financial, Citizens Securities, Inc., Santander Securities LLC, and The Hershey Company. Outside of his advisory work, he serves as Chief Compliance Officer at ISQ Capital LLC and manages a consignment event business on a part-time basis. Independence Square Holdings serves individuals, retirement plans, and institutional clients by providing financial planning, portfolio management, pension consulting, and ERISA advisory services. The firm operates as a multi-team adviser with approximately 40 advisors, combining customized portfolios, model portfolios, and third-party solutions, while utilizing digital platforms and alternative investment options to implement client strategies.

Carl Schultz is a financial advisor at Waverly Advisors, LLC with 45 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Forefront Wealth Management and Wells Fargo Clearing. Outside of his advisor role, he serves as co-trustee with his cousin in Philadelphia. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional and alternative investment strategies, offers both discretionary and non-discretionary management, and provides financial planning, retirement plan consulting, and multi-family office services.

Patrick Forst is a financial advisor with Capital Analysts, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1986. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and its own CAAMS programs.

Christopher Cortese is a CFP® with 13 years of industry experience. He has been with Wescott Financial Advisory Group LLC since 2010. Wescott Financial Advisory Group 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 uses an open-architecture, multi-manager investment approach that combines passive and active strategies within a tax-sensitive, disciplined process.

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.

Bruce Freeston is a CFP® professional with 12 years of experience in financial advising. He has worked at Girard Advisory Services, LLC since 2019 and has been employed by Univest Bank and Trust Co. since 2007. His earlier experience includes five years at Vanguard Advisers. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm offers wealth management, financial planning, and retirement plan consulting, emphasizing asset allocation and diversification through a proprietary research process and an Investment Committee.

Gianni De La Cruz is a CFP® professional based in Philadelphia, PA, with 14 years of industry experience. He has previously worked at The Vanguard Group, Inc., PNC Wealth Management, and Charles Schwab before joining Facet. Facet Wealth offers subscription-based financial planning and discretionary investment management primarily through phone, video, and a proprietary web platform, serving both non-high-net-worth and high-net-worth households. The firm employs model-based asset allocation strategies using ETFs and technology-driven processes, including machine-learning algorithms for tax optimization and portfolio management.

Ben Sheridan is a financial advisor at Nations Financial Group, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, JPMorgan Securities LLC, and several other firms. Sheridan serves as a board member and treasurer of Squash Dreamers, a nonprofit organization providing youth enrichment programs for refugee girls in Jordan. Nations Financial Group, Inc. offers advisory services to a wide range of clients, including individuals, pension plans, trusts, charitable organizations, and businesses. The firm provides discretionary and non-discretionary portfolio management, pension consulting, and multiple model portfolio options employing various investment strategies and risk profiles.

Jennifer Telesca is a financial advisor at XML Financial Group with 25 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Wells Fargo Advisors Financial Network, John Hancock Advisers, and MFC Global Investment Management. XML Financial Group provides investment management, financial planning, retirement plan consulting, and wrap fee programs to a diverse retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates a multi-advisor team model and uses a blend of fundamental and technical analysis, incorporating third-party managers and an internal Investment Committee to tailor portfolios to client needs.

Brian Ruht is a financial advisor at Santander Securities LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Santander Securities and Santander Bank since 2017, as well as at Citizens Securities, Inc. from 2016 to 2017. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning, primarily serving retail investors through multiple managed account strategies implemented by third-party managers.

Matthew Mcgroarty is a financial advisor with Nations Financial Group, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Nations Financial Group in 2023, he worked at Wells Fargo Advisors from 2015 to 2023. Mcgroarty also owns and operates McGroarty Investment Group, providing investment and advisory services. Nations Financial Group, Inc. offers investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach utilizes proprietary model portfolios alongside outside managers, allowing advisors to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Ryan Shanley is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at LPL Financial, Jacobi Capital Management, Hornor, Townsend & Kent, and Penn Mutual Life Insurance Company. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals—including high-net-worth clients—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 across various platforms.

Robyn Jameson is a CFP® with 24 years of experience in financial advising. She is currently with Merit Financial Advisors and has a background that includes roles at Purshe Kaplan Sterling Investments and Trinity Financial Partners. Outside of her advisory work, she serves as treasurer and board member for the nonprofit Intimate Allies and is involved in several nonprofit boards including the Delaware County Christian School Development Committee and CRC Watersheds Association. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm uses a long-term, diversified asset allocation approach with centralized portfolio management, third-party sub-advisers, and supports both discretionary and non-discretionary accounts.