A group of advisors who help promote legacy philanthropy in Chester County.
Estate Planning Attorneys
- Denise M. Antonelli, Esq.: Gawthrop Greenwood
- P. Kristen Bennett, Esq.: Gawthrop Greenwood
- William J. Gallagher, Esq.: MacElree Harvey
- David M. Frees, III, Esq.: Unruh, Turner, Burke & Frees
- J. Stoddard Hayes, Esq.: Gawthrop Greenwood
- Kevin Holleran, Esq.: Gawthrop Greenwood
- Donald B. Lynn, Esq.: Larmore Scarlett
- Stacey Willits McConnell, Esq.: Lamb McErlane
- Anthony Morris, Esq.: Buckley, Brion, McGuire & Morris
- John F. McKenna, Esq.: MacElree Harvey
- Lance J. Nelson, Esq.: MacElree Harvey
- Patrick C. O’Donnell, Esq.: Gawthrop Greenwood
- Stephen J. Olsen, Esq.: Gawthrop Greenwood
- Nancy Pine, Esq., AEP®: Pine & Pine
- Mary Ann Plankinton, Esq.: Gawthrop Greenwood
- Joanna Reiver, Esq.: Gawthrop Greenwood
- James J. Ruggiero, Esq., AEP®: Ruggiero Law Offices, LLC
- Duke Schneider, Esq.: MacElree Harvey
- L. Peter Temple, Esq.: Larmore Scarlett
- Louis N. Teti, Esq.: MacElree Harvey
- Nikolaos I. Tsouros, Esq.: Law Offices of Wendy F. Bleczinski
Wealth/Investment Advisors
- Richard C. Clark, CFP®, ChFC®: Pillar Wealth Advisors
- David Glarner: Bryn Mawr Trust Company
- Christine Palmer Hennigan, ChFC, CDFA: 1847 Financial
- Frederick E. Hubler, Jr.: Creative Capital Wealth Management Group
- L. Stockton Illoway, CLU, ChFC, MSFS: 1847 Financial
- Jack Karakelian, CFP: Merrill Lynch & Company
- Michael B. Karwic, CFP, CRPC: Iron Valley Wealth Management
- Paul R. Kopey, CPA, CFP, ChFC: Paul R. Kopey & Associates
- Kurt A. Kunsch: Phoenixville Federal Bank & Trust
- Richard K. May: RKM Advisors
- Stephen J. McGann, CTFA, AEP®: DNB First Wealth Management
- Tracy Musser: Thompson, Siegel & Walmsley LLC
- Mark Prowell, MSFS, AEP®: Prowell Financial Management
- Patrick South, CFA: SRS Capital Advisors
- Philip C. Wagner, CFA: Davidson Trust Company, a Division of The Bryn Mawr Trust Co.
- Chris Valerio, CFA: Hirtle Callaghan & Company