Lucinda Peterson is a CFP® professional with 17 years of industry experience. She is currently with Bryn Mawr Trust Advisors, LLC and has previously worked at Lau Associates LLC, Bryn Mawr Trust Company, and WSFS. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other business entities. The firm offers customized investment solutions using a variety of vehicles including independent managers, mutual funds, ETFs, and private fund platforms, and serves as a sub-adviser to WSFS Bank’s Wealth division and other registered advisers.

David Balint is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and 65 licenses and four years of industry experience. His prior roles include positions at LPL Financial, Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of financial services, he has worked in landscaping and plowing with Davey Tree Expert Company. Great Valley Advisor Group is a multi-team SEC-registered 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 both in-house strategies and third-party managers to tailor portfolios according to client objectives.

Milan Winters is a financial advisor with AssuredPartners Investment Advisors, holding Series 63 and 65 licenses and bringing 14 years of industry experience. Prior to joining AssuredPartners Investment Advisors in 2024, he worked at Lighthouse Financial Wealth Management, LLC for 13 years. In addition to his advisory role, he has worked as an independent insurance agent since 2011. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets through a team of advisors across multiple offices and offers both discretionary and non-discretionary portfolio management with model and custom portfolios.

Jeffrey Hall is a CFP® with 21 years of industry experience, currently affiliated with Capital Analysts. He has worked at Legacy Solutions, LLC since 2022, Lincoln Investment since 2012, and Capital Analysts Incorporated since 2010. Outside of his advisory roles, he serves as vice-president of the Cornerstone Study Group and is a board member and volunteer with the Downingtown Area Chamber of Commerce. 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, third-party manager access, and retirement-plan advice, operating through a nationwide network of independent advisors and firm-managed programs.

Debra Kriebel is a CFP® professional with 27 years of industry experience, currently serving at CW Advisors, LLC. She previously worked for 25 years at Pinnacle Advisory Group, Inc and has been with Congress Wealth Management LLC since 2021. Outside of her advisory role, she is a partner at Waypoint Consulting Group in Columbia, MD. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, pension plans, and corporations, employing a Core-and-Satellite investment approach that incorporates active, passive, quantitative, and ESG strategies across various asset classes.

Keandre Buckham is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 credential and beginning his advisory career in 2026. Prior to entering the financial industry, he held various positions across different sectors, including logistics and food services. Sound Income Strategies is a fee-based investment adviser serving a diverse client base, including individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers specialized services such as family-office and special-needs planning.

Seth Dadds is a CFA® charterholder with 19 years of industry experience, currently serving at Bryn Mawr Trust Advisors, LLC. His prior roles include positions at Bryn Mawr Capital Management, CYPRESS CAPITAL MANAGEMENT, Baltimore-Washington Financial Advisors, GARP Research & Securities Company, and Gaineswood Investment Management. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a wholly owned subsidiary of WSFS Financial Corporation, providing discretionary investment management, financial planning, and fiduciary services to a diverse clientele including individuals, trusts, foundations, corporations, and institutional clients. The firm employs a proprietary multi-asset strategy, combining active and passive management, tactical adjustments, and a range of investment vehicles, supported by a governance structure that includes a Chief Investment Officer and Investment Committee.

Mark Singer Jr. is a financial advisor with M HOLDINGS SECURITIES, Inc., holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Unum for six years before joining Newton One Advisors, where he has been active since 2020. Outside of his advisory role, he acts as a registered representative and advisor for Newton One, LLC, focusing on insurance and investment advisory services. M HOLDINGS SECURITIES, Inc. serves a diverse clientele including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent member firms and financial professionals. The firm provides a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio management and third-party sub-advisors.

Jennifer Kirby is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Trinity Investment Advisors, LLC since 2012 and joined Alera Investment Advisors in 2025. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans. The firm employs a primarily long-term, fundamental-analysis-driven investment approach and integrates insurance and pension consulting platforms in its service offerings.

Jeffrey Rollins is a financial advisor with Concorde Asset Management, LLC in Greenville, Delaware. He holds a Series 65 designation and has six years of industry experience. His prior work includes over a decade at Ashford Capital Management, Inc., and more recent roles at Converge Capital Partners Management, LLC and as a self-employed advisor. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds customized portfolios based on client objectives and risk tolerances, utilizing model portfolios and third-party strategists across various platforms.

Wayne Stewart is a financial advisor at Realta Investment Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Realta Equities, Inc., Financial Network Group, Ltd, and Royal Alliance Associates, Inc. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and typically implements strategies using diversified asset allocation across mutual funds, ETFs, equities, fixed income, and alternative investments.

Michael Paregian is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Bryn Mawr Trust Advisors, LLC and has held prior roles including a decade at The Vanguard Group Inc. and positions at Lau Associates LLC, Tycor Asset Management, Inc., and Affinity Wealth Management LLC. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a wholly owned subsidiary of WSFS Financial Corporation that provides discretionary investment management and financial planning services to individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm utilizes a proprietary multi-asset investment approach with a combination of active and passive managers, strategic asset allocation, and alternative investment platforms, managing over $3.5 billion in client assets.

Achilleas Vargiamis is a financial advisor at Impact Partnership Wealth, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at TD Bank and its affiliated entities. Vargiamis is also involved as an independent life insurance agent through The Impact Partnership, LLC. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management while utilizing a combination of third-party strategists, adviser-managed models, and direct indexing in its investment approach.

Lamont Parker is a financial advisor with Lifemark Securities Corp. in Newark, DE, holding Series 63 and Series 65 credentials and having 28 years of industry experience. He has been with Lifemark Securities since 2011 and has worked as an independent insurance agent since 1997. Parker and his wife founded the DVWMG Foundation in 2006, where he serves as president and donates money and food to the community. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers various managed account programs and emphasizes suitability-driven advice tailored through risk assessments.

Erin Yake is a financial advisor at Sound Income Strategies, LLC with 11 years of industry experience. She holds Series 66 and Series 63 designations and has worked at firms including Merrill, Ameriprise, Vanguard, and J.P. Morgan Securities. In addition to her advisory role, she is involved with Poole Locke Associates, where she supports clients and sells fixed insurance products. Sound Income Strategies serves a diverse client base including individuals, corporate and pension clients, and other registered advisors. The firm focuses on fixed-income and income-oriented investment strategies, combining fundamental and technical analysis with active portfolio management and access to third-party managers and ETF sub-advisory services.

Daniel Hauschild Jr. is a CFP®-designated financial advisor with 25 years of industry experience. He currently works at TCFG Investment Advisors, LLC and has previously been affiliated with firms including Mariner, Valley Wealth Managers, Hallmark Capital Management, and J.P. Morgan Securities. TCFG Investment Advisors, LLC is an SEC-registered firm managing approximately $639 million in client assets with a team of 29 advisors. The firm serves individuals, profit-sharing plans, charities, and businesses using a variety of analytical methods and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Bradley Wallick is a CFA® charterholder with 13 years of industry experience. He has been with Regal Investment Advisors LLC since 2018 and previously worked at Canby Grove Capital Inc. and Ct Financial Advisors, LLC. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management primarily to independent investment adviser representatives and, through subadvisor agreements, to other registered advisers. The firm serves a range of clients including individual, charitable, and corporate/business accounts using proprietary and third-party model portfolios.

James Mccrory is a financial advisor with Realta Investment Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has been with Realta Investment Advisors and Realta Equities since 2016. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm employs asset allocation strategies across various investment types and provides portfolio management through both in-house and third-party managers.

Jason Delcollo is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and six years of industry experience. His prior work includes roles at LPL Financial, Hornor Townsend & Kent LLC, and Penn Mutual Life Insurance Company. He also works as a physician with AFC Urgent Care in Aston. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, 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 blend of in-house strategies and third-party managers to tailor portfolios to client objectives.

James Vanderwaal is a CFP® with 45 years of industry experience, currently serving at Kovack Advisors, Inc. since 2015. He previously worked at Kovack Securities Inc. and has been involved with Lyons Insurance Agency, Inc. since 1995. Outside of his advisory role, Vanderwaal is engaged in a health and wellness business called Hope in a Bottle. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, and government entities, employing a risk-tolerance based investment process supported by Envestnet and utilizing both internally created and third-party models.