Peter Henson is a CFP® professional with eight years of experience in the financial services industry. He is currently with Wescott Financial Advisory Group LLC, where he has worked since 2024. His prior experience includes roles at Wells Fargo Advisors, Raymond James & Associates, Inc., and Lincoln Financial Group. Outside of his advisory career, he spent time working at DoorDash early in his professional history. Wescott Financial Advisory Group serves individual clients, family offices, charitable organizations, and retirement plans, offering wealth management, financial planning, trust services, and retirement plan consulting. The firm utilizes an open-architecture, multi-manager investment approach that combines passive and active strategies and emphasizes tax-sensitive portfolio construction.

Brian Lynch is a CFP® and ChFC® with 19 years of industry experience. He is a Senior Vice President at Kathmere Capital Management, LLC and has previously worked with Purshe Kaplan Sterling Investments, Private Advisor Group, and LPL Financial. Lynch also provides fixed insurance advice as a sole proprietor. Kathmere Capital Management, LLC offers investment management, financial planning, family office services, and retirement plan consulting to both individual clients, including high-net-worth individuals, and institutional sponsors. The firm employs a top-down, model-portfolio approach focused on ETFs and no-load mutual funds while accommodating tailored allocations, with oversight by an Investment Department and Committee.

James Mc Carthy is a Series 65 licensed financial advisor with five years of industry experience. He has worked at McAdam LLC since 2020 and previously operated McCarthy's Services from 2015 to 2020. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting, employing fundamental analysis to allocate assets among mutual funds, ETFs, independent managers, and individual securities tailored to client objectives.

Robert Savino is a financial advisor at Apollon Wealth Management, LLC with 39 years of industry experience. He holds the ChFC®, Series 63, and Series 66 credentials. His work history includes roles at Apollon Wealth Management since 2021, Purshe Kaplan Sterling Investments since 2021, Prism Advisory Group, LLC since 2009, and prior experience with Frontier Solutions, LLC and Thomas McDonald Partners LLC. He is a managing member of Prism Advisory Group, LLC, providing investment advice and financial planning. Apollon Wealth Management, LLC is a multi-team SEC-registered adviser serving individuals, high-net-worth clients, families, businesses, trusts, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, employing a combination of centrally managed strategies and locally managed portfolios tailored through various investment vehicles and specialized solutions.

Jared Uribe Sullivan is a CFP® with 11 years of industry experience, currently serving as an advisor at Legacy Advisors, LLC since 2018. Prior to that, he worked at Greenspring Associates and Threshold Group LLC. Legacy Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm offers modular financial planning and portfolio management tailored to client objectives and risk tolerance, utilizing a combination of mutual funds, ETFs, independent managers, and private funds.

Daniel Shaifer is a CFP® affiliated with BLBB Advisors and has three years of combined experience in real estate and financial advisory roles. His prior work includes positions at ReMax Realty and Keller Williams Philadelphia. 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 emphasizes asset allocation across nine risk-based investment objectives and offers strategies including a Global Macro ETF approach and an equity covered-call overlay.

Colin Mc Guire is a Series 66-registered advisor with Capital Analysts and Lincoln Investment, bringing six years of industry experience. His prior work includes positions at JPMorgan Chase & Co. and involvement with Star One Events and Azie Media. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through multiple program options, supported by an in-house investment management and research team that employs proprietary screening processes and offers a range of portfolio customization and advisory services.

Jennifer Ashley is a financial advisor with Girard Advisory Services, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Girard, she worked at Univest Corporation for ten years and held positions at TRC Staffing and Kohls Department Stores. Girard Advisory Services, LLC is a fee-only registered investment adviser that offers wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a proprietary research process and an Investment Committee to manage tailored portfolios and utilizes a range of strategies including tax-managed direct indexing and options overlays, supported by its structure as a subsidiary of Univest Bank and Trust Co.

Stephen Walker is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Kingswood Wealth Advisors, Aegis Capital Corp, and RBC Capital Markets. Outside of advising, he is an author of two finance books on alternative investments and engages in research consulting and public speaking through his company Stratosphere, LLC. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Angelica Andrews is a financial advisor at Ritholtz Wealth Management in Philadelphia, PA, holding Series 63 and Series 65 licenses with three years of industry experience. She previously worked at Tiedemann Advisors and The Vanguard Group, Inc. before joining her current firm. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process with diversified, low-cost ETFs and tactical overlays, and offers both advisor-led and digital platform services.

Steven Brettler is a financial advisor at Gladstone Wealth Partners with 25 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank before joining Gladstone and LPL Financial in 2020. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment strategies and third-party solutions.

Robert Bap Wasko is a CFP® credentialed financial advisor with 12 years of industry experience. He has been with Wescott Financial Advisory Group LLC in Philadelphia, PA since 2016. Wescott Financial Advisory Group serves individual clients, family offices, charitable organizations, and retirement plans, providing wealth management, financial planning, trust services, and pension consulting. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies and emphasizes tax-sensitive portfolio construction.

Gary Droz is a financial advisor at CW Advisors, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining CW Advisors in 2023, he worked at MainLine Securities LLC and MainLine Private Wealth, LLC from 2011 to 2023. Outside of advising, he is a licensed insurance producer and owns Droz Management, LLC, a company that manages small apartment buildings and office properties. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, and institutions. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, supported by an Investment Oversight Committee and sub-advisory services through a dedicated business unit.

Alexander Fernberger is a financial advisor at William Blair with 15 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James and Associates for eight years before joining William Blair in 2024. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides proprietary models, access to private funds, and co-investment opportunities.

Stuart Ettingoff is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He operates Ettingoff Wealth Management, LLC as an additional business activity. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Gilbert Crews is a financial advisor at TIAA-CREF with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with TIAA-CREF since 2012. Based in Philadelphia, PA, his career includes over a decade at his current firm. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Mark Weller is a CFP® professional with 16 years of industry experience, currently affiliated with Eagle Strategies (NY Life). He has worked with NYLIFE Securities LLC and New York Life Insurance Co since 2009 and operates Karalius & Associates Insurance and Financial Services, LLC, where he brokers non-registered insurance products. Outside of his advisory work, Weller serves as Vice President of a local BNI networking group and is a board member of the Royersford Parks and Recreation Commission. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Robin Fine is a ChFC® credentialed financial advisor with 40 years of industry experience, affiliated with Hornor, Townsend & Kent, LLC since 1989. He also has a long-standing relationship with Penn Mutual Life Insurance Company beginning in 1987. In addition to his advisory role, Fine serves on the Board of Trustees and the Investment Committee of Reform Congregation Keneseth Israel. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, managing a multi-billion dollar portfolio through a combination of in-house oversight and third-party asset manager relationships.

Marne De Santis is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. Prior to joining Lincoln Investment in 2019, she worked at Rice Financial Products Company, CV Brokerage, Valdes & Moreno, Bluestone Capital Management, and Dautrich Seiler Financial Services. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of managed portfolio programs, employing both strategic and tactical investment approaches overseen by an investment management and research team.

Guglielmo Tullio is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 designations and eight years of industry experience. His prior roles include positions at Clarfeld, Citizens Securities, Inc., and Wells Fargo Clearing. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm provides tailored portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund, utilizing a vertically integrated approach with affiliated funds.