Devin Musser is a financial advisor at MyCIO Wealth Partners, LLC with two years of industry experience and holds a Series 65 designation. His prior experience includes roles at MyCIO Wealth Partners in different capacities, as well as work at Tommy's Tavern & Tap Restaurant and the University of Delaware. MyCIO Wealth Partners provides investment advisory and planning services primarily 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 private pooled funds and alternative investments.

Timothy Seiders is an investment adviser representative at The Ascent Group, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including OSAIC, Triad Advisors, and Ameritas Life Insurance Corp. He also owns One Stop Financial Services, a sole proprietorship providing insurance sales and fixed insurance products. The Ascent Group is a registered investment adviser managing approximately $4.93 billion and offers a range of services including discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm serves individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans through a network of advisor representatives and third-party platforms.

William Werner is a CFP® certified financial advisor at Mission Wealth Management, LP with 16 years of industry experience. His prior roles include positions at The Vanguard Group and Facet Wealth. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, philanthropic, and risk planning, utilizing both internal management and select third-party sub-advisors.

John Stanojev is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked at Kingswood Wealth Advisors since 2025 and previously spent 15 years with Cadaret, Grant & Co., Inc. Outside of his advisory work, he serves on the development committee of the Pearl S. Buck Foundation, is an adjunct professor at the Community College of Philadelphia, and participates in several community activities including fundraising for the Mercer Museum and organizing local fishing derbies. Kingswood Wealth Advisors serves a diverse client base including retail and institutional investors and provides services such as portfolio management, financial planning, and ERISA plan advisory. The firm employs an open-architecture investment platform, frequently using third-party managers, and integrates insurance-linked account management within its operational model.

Matthew Coburn is a financial advisor at Wealthcare Advisory Partners LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Bloomberg LP and Cadaret, Grant & Co., Inc. Coburn is also the Head of Trading and Analytics at Long Financial Group, where he focuses on trading and research. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, evidence-driven investment approach supported by proprietary software and offers access to alternative and private placement investments.

John Walters is a CFP® professional with six years of industry experience, currently serving as an advisor at Bryn Mawr Trust Advisors, LLC. His prior roles include positions at Bryn Mawr Capital Management, The Vanguard Group, Inc., and Mass Mutual Investors Services. He holds a life and health insurance license in multiple states, maintained with no active hours devoted. 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 policy development and diversified portfolio management through a range of vehicles, including Independent Managers and ESG strategies, and serves as a sub-adviser to WSFS Bank’s Wealth division and other fiduciaries.

Mark Bredin is a financial advisor with Wealthcare Advisory Partners LLC, holding ChFC®, Series 63, Series 65, and Series 66 designations and bringing 50 years of industry experience. He has been with Wealthcare Advisory Partners and LPL Financial since 2014. Outside of his advisory role, he is also licensed as a life insurance agent. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning supported by proprietary software with an evidence-based investment approach that incorporates behavioral economics and quantitative measures to construct long-term oriented portfolios.

Kate Templeton is a financial advisor with Great Valley Advisor Group, LLC and holds a Series 65 credential. She joined Great Valley Advisor Group in 2025 and has prior experience at Sei and in educational roles. 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 through a range of proprietary and third-party strategies.

Nicholas Filano is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently associated with McAdam LLC and previously worked at Purshe Kaplan Sterling Investments and Madison Avenue Securities. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, employing a discretionary investment approach that combines mutual funds, ETFs, individual securities, and specialized exposures tailored to client objectives.

Tara Diamond is a financial advisor at Wealthcare Advisory Partners LLC with one year of industry experience. She holds a Series 65 designation and has worked at Wealthcare Advisory Partners LLC, operating under the name The ROI Capital Group, since 2024. Outside of her advisory role, she has been associated with LuluLemon since 2011. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based planning process supported by proprietary software and an evidence-based investment framework that includes behavioral economics and quantitative measures to construct long-term portfolios.

Luis Sepulveda Jr. is a financial advisor at Bryn Mawr Trust Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at Valley National Advisers Inc and Chartwell Investment Partners. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation that offers discretionary investment management, financial planning, retirement-plan fiduciary services, and participant account management to individuals, institutions, and qualified plans. The firm utilizes a Proprietary Multi-Asset Solutions approach combining strategic asset allocation, tactical adjustments, and a mix of active and passive managers, serving a broad client base including high-net-worth individuals and institutional clients.

James Shoup is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Great Valley Advisor Group, LLC and has held prior roles at firms including Brinker Capital and Prepared Retirement Institute LLC. He has also conducted fixed insurance sales as an independent representative with various insurance carriers. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, employing both in-house strategies and third-party managers to tailor portfolios and conduct ongoing oversight.

L Faulkner is a financial advisor at Girard Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Girard Advisory Services since 2015 and at Girard Investment Services (formerly Univest Investments, Inc.) since 2012. Faulkner also served with the Borough of Perkasie for seven years. 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 employs a proprietary research process and an Investment Committee to tailor diversified portfolios, offering both discretionary and non-discretionary management with specialized strategies and ongoing client oversight.

William Casey III is a financial advisor at HBKS Wealth Advisors with 17 years of industry experience. He holds a Series 65 credential and has worked at HBKS since 2006. Prior to that, he spent 11 years at Locust Capital Management LLC. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm employs a range of strategies across multiple platforms and provides specialized high-net-worth services alongside educational resources and affiliated business services.

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.

John Norton is a financial advisor at Wealthcare Advisory Partners LLC with 48 years of industry experience. He previously worked at Renaissance Financial Services and Cadaret, Grant & Co., Inc., each for over 30 years. Outside of advising, he operates a sole proprietorship selling life, health, disability, and long-term care insurance products. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors, serving individuals, trusts and estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning supported by proprietary software with an evidence-based investment framework to construct long-term oriented portfolios that include a range of asset types and third-party manager mandates.

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.

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.

Nicholas Dalessandro is a financial advisor at Great Valley Advisor Group, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Equitable Advisors, and Royal Alliance Associates. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and oversight, utilizing both in-house strategies and third-party managers across various platforms.