Henry Saur is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Wealthcare Advisory Partners LLC. He previously worked at Advice and Planning Services and TIAA-CREF for 13 years each. Outside of his advisory role, he manages a personal portfolio of rental properties through a sole proprietorship. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in assets with a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework, utilizing proprietary tools and quantitative measures to construct long-term portfolios that include a range of investment vehicles and access to alternative and private placement options.

Garrett Spangler is a financial advisor at Bryn Mawr Trust Advisors, LLC with seven years of industry experience. He holds the Series 66 designation and has worked previously at West Capital Management and The Erb Law Firm. He also has a long-term affiliation with Delaware Valley University. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, foundations, corporations, and other entities. The firm offers diversified portfolio management using independent managers, mutual funds, ETFs, and private fund platforms, and serves as a sub-adviser to WSFS Bank’s Wealth division as well as other advisers and trust companies.

Sebastian Dovi is a Series 65-licensed financial advisor at McAdam LLC with five years of industry experience. His prior roles include positions at FRG (Frank Retirement Group), HomeLoan Bank FSB, and academic affiliations with the London School of Economics and Brown University. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm typically manages client assets on a discretionary basis, employing fundamental analysis and incorporating a range of investment strategies including direct indexing, private funds, and cryptocurrency exposure.

Cathy Rahab is a financial advisor with Girard Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with GIRARD Partners, Ltd since 2014. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification through a proprietary research process and utilizes a range of investment strategies, including tax-managed direct indexing and options overlays, supported by an Investment Committee and affiliated banking and insurance services.

Jackson Crowe is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA, holding a Series 65 designation with less than a year of industry experience. His prior roles include positions at PAX Partners of Raymond James, Airgas, and Drexel University. Outside of advising, he is the sole founder of Blackfeather Strategies, a consulting LLC established as part of a leadership program. MyCIO Wealth Partners serves high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory services including portfolio management, financial planning, and retirement consulting, with a focus on non-discretionary investment management and alternative investment vehicles.

Sean Roberts is a CFP® and CFA® with 29 years of industry experience. He has worked at Wescott Financial Advisory Group LLC since 2022 and previously spent 31 years at Asset Planning Services. 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 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.

Robert Carroll is a financial advisor at McAdam LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with McAdam since 2014. He also has experience at Madison Avenue Securities and PURSHE KAPLAN STERLING INVESTMENTS. McAdam advises a wide range of clients including individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm offers financial planning, investment management, and retirement plan consulting, managing client portfolios with a focus on fundamental analysis and incorporating both traditional and specialized investment strategies.

Andrew Meehan is a financial advisor with LPL Financial in Croydon, PA, holding Series 63 and Series 65 designations and having 27 years of industry experience. He has been associated with LPL Financial since 2012 and operates Wealthcare Advisory Partners LLC since 2015. Outside of his advisory work, Meehan is active as a musician, performing live and recording music as part of two bands, and he has also been involved in a political campaign as a candidate for the U.S. House of Representatives. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Zachary Mineur is a CFA® charterholder with 11 years of industry experience. He has worked at Independence Square Holdings, LLC since 2019 and previously held roles at The Philadelphia Group and Private Advisor Group, LLC. Outside of his advisory work, he is president and sole owner of Skycity Holdings Ltd, a business involved in land investing and leasing. Independence Square Holdings (dba Independence Square Advisors) serves individuals, 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 uses a combination of customized portfolios, model portfolios, and third-party solutions, including digital platforms and alternative investments.

Harry Forst Jr. is a financial advisor at Capital Analysts with nine years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and the County of Bucks Controller's Office. 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 firm-managed programs.

Shashi Mehrotra is a CFA® charterholder with 30 years of industry experience and currently serves as a financial advisor at Capital Analysts. He previously worked at Legend Equities Corporation for 22 years and has been with Lincoln Investment for the past nine years. Mehrotra is a board member of Aqua Pulsar, advising on technological enhancements and strategic decisions, and serves on the investment committee of Encompass Wealth & Legacy Planning. 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, and retirement-plan advice, delivering investment management through both discretionary in-house teams and non-discretionary advisors and third-party managers.

Barry Metrokas Kamison is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Redwood Private Wealth, CoreCap Investments, and CoreCap Advisors, along with operating Metrokas Kamison Associates since 1982. He is also a licensed insurance producer offering fixed annuities and various insurance products. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, using a range of investment strategies and offering negotiable advisor-level fee arrangements.

Benjamin Kollender is a financial advisor at XML Financial Group with one year of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory career, he has been involved in youth sports organizations, including Philadelphia Athletics Youth Sports and Philadelphia Prime Baseball. XML Financial Group provides investment management, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates through a multi-advisor team model and combines fundamental and technical analysis with third-party managers and an internal Investment Committee to tailor portfolios to client objectives.

Jonathan Huang is a financial advisor at MyCIO Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at firms including Rede Partners (Americas) LLC, Eden Global Partners, ICONIQ Capital, and Glenmede Trust Company, N.A. Huang also has a background in education and the arts, having been affiliated with the University of Pennsylvania, Pingry School, and The Juilliard School. MyCIO Wealth Partners provides investment advisory and planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm emphasizes non-discretionary portfolio management and offers access to a wide range of investment vehicles, including mutual funds, private investment funds, and alternative investments.

Christopher Morrissey is a financial advisor at McAdam LLC with eight years of industry experience. He holds a Series 65 designation and has previously served in the U.S. Army Judge Advocate General's Corps. Morrissey has been with McAdam LLC since 2018 and was self-employed prior to that. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, managing client accounts on a discretionary basis with a range of investment exposures including mutual funds, ETFs, individual securities, and private investment funds.

Robert Bildner is a financial advisor at McAdam LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at McAdam LLC since 2014 and Purshe Kaplan Sterling Investments since 2015. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, implementing portfolios primarily through fundamental analysis and a range of investment vehicles tailored to client objectives.

Christopher Holland is a CFA charterholder with 13 years of industry experience. He is currently with Wealthcare Advisory Partners LLC, where he has worked since 2022. His prior roles include positions at Wealth Enhancement Advisory Services, Aepg, and M Holdings Securities, among others. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to a broad client base, including individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm uses a goals-based advising approach supported by patented software and a behavioral economics framework, combining passive and active investment strategies with quantitative and fundamental analysis.

Kurtis Stroemel is a financial advisor at Realta Investment Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 registrations and has worked with Realta Investment Advisors since 2008. Outside of investment advisory, he serves as president of HR&S Financial Services, LLC, where he oversees insurance sales, and holds several nonprofit treasurer roles, including at the Camden County College Foundation and the Voorhees Township Police Foundation. 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 through advisor interviews and typically implements diversified portfolios using mutual funds, ETFs, equities, fixed income, and alternatives, with access to multiple management platforms and third-party managers.

Joseph Fabrizio Jr. is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Legacy Advisors, LLC. His prior experience includes roles at myCIO Wealth Partners and M Holdings Securities, Inc. Legacy Advisors, LLC is a registered investment adviser managing approximately $4.18 billion in client assets. The firm serves pension and corporate retirement plans, charitable organizations, and individual investors, offering portfolio management, financial planning, and retirement plan consulting with a combination of fund, fundamental, and technical analysis.

Tamara Indianer is a CFP®-certified financial advisor with over 31 years of industry experience. She is currently with Capital Analysts and has previously worked extensively with Lincoln Investment and Managed Benefits Group. Indianer serves on several committees and boards focused on financial literacy, education, and nonprofit advocacy, including the CRES Committee, Neurofibromatosis Northeast, and MASBO’s Vendor Advisory Committee. Capital Analysts serves a range of retail and institutional clients, providing portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisor representatives and in-house investment management. The firm integrates institutional resources and proprietary investment screening processes to support its client offerings.