Philadelphia Estate

Planning Council

Membership Directory

2003-2004 (sorted by last name) PEPC Membership Directory (sorted by last name) Milton Abowitz, Esq. Charles Adams Discipline: Attorney MacAlpine Carll & Co. LLC 42 S. 15th St., #1212 Partner Philadelphia, PA 19102 Discipline: Accountant Phone: 215-563-2345 Fax: 215-563-2528 437 Chestnut Street, #1010 Philadelphia, PA 19106 Phone: 215-923-1101 Fax: 215-923-9188

Joan Agran Michele L. Ahwash Pepper Hamilton LLP Bryn Mawr Trust Company Associate Senior Trust Officer Discipline: Attorney Discipline: Banking/Trust & Estate Administration 3000 Two Logan Square, 18th & Arch Streets 10 South Bryn Mawr Avenue Philadelphia, PA 19103 Bryn Mawr, PA 19010 Phone: 215-981-4381 Fax: 215-981-4750 Phone: 610-581-4703 Fax: 610-526-2076

Donald S. Alderfer Helen M. Alderson PNC Bank Davidson Trust Company Vice President Vice President Discipline: Banking/Trust & Estate Administration Discipline: Banking/Trust & Estate Administration P.O. Box 42933 20 North Waterloo Road Philadelphia, PA 19101 Devon, PA 19333-1458 Phone: 215-585-6533 Fax: 215-585-8730 Phone: 610-254-2042 Fax: 610-975-0050

Gregory G. Alexander, Esq. Robert C. Alexander, Jr. Alexander & Pelli, LLP Wachovia Discipline: Attorney Vice President One Penn Center, #1100 Discipline: Investments Philadelphia, PA 19103 123 South Broad Street, PA 1208 Phone: 215-564-6400 Fax: 215-564-6852 Philadelphia, PA 19109 Phone: 215-670-7555 Fax: 215-670-7580

Dennis M. Allen, CPA, /PFS, CFP Donald W. Allen Dennis M. Allen, CPA, PC WS Griffith Advisors Discipline: Accountant Discipline: Financial Planning Baederwood Office Plaza, 1653 The Fairway, Suite 203 200 South Broad Street, Suite 400 Jenkintown, PA 19046 Philadelphia, PA 19102 Phone: 215-884-0187 Fax: 215-884-7373 Phone: 215-875-8638 Fax: 215-875-0068

Timothy Alles Elena C. Almond Hawthorn, A PNC Advisors Co. Mellon Private Asset Mgmt. Chief Operating Officer Asst. Portfolio Officer Discipline: Banking/Trust & Estate Administration Discipline: Banking/Trust & Estate Administration 1600 Market Street, 29th Floor 1735 Market St., AIM #193-0385 Philadelphia, PA 19103 Philadelphia, PA 19101-7899 Phone: 215-585-6664 Fax: 215-585-5488 Phone: 215-553-3556 Fax: 215-553-2141

Gregory Aloia, J.D. Robert H. Altemus, Jr., CLU,CFP Sherman Financial, Inc. Alta Financial Group Senior Financial Advisor President Discipline: Financial Planning Discipline: Insurance 2 Logan Sq., 18th & Arch Sts., Ste #1535 One Radnor Corp. Ctr, #530 Philadelphia, PA 19103 Radnor, PA 19087-4515 Phone: 215-656-4280 Fax: 215-656-4281 Phone: 610-964-1201 Fax: 610-964-0147

Page 1 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Francis R. Altieri Thomas Alvera Wescoot Financial Advisory Group LLC Comprehensive Investment Solutions, Inc. CFO/COO President Discipline: Accountant Discipline: Investments One Liberty Place 1002 Floral Vale Blvd Philadelphia, PA 19103 Yardley, PA 19067 Phone: 215-979-1619 Fax: 215-979-1622 Phone: 215-497-5050 Fax: 215-497-5059

John Amalfitano Harriet Anderson Glenmede Trust Company Bryn Mawer Trust Company Vice President Senior Vice President Discipline: Banking/Trust & Estate Administration Discipline: Banking/Trust & Estate Administration 1650 Market Street, #1200 10 S. Bryn Mawr Avenue Philadelphia, PA 19103 Bryn Mawr, PA 19010 Phone: 215-419-6152 Fax: 215-419-6198 Phone: 610-581-4744 Fax: 610-526-2076

John G. Anderson Pierce Archer Stradley Ronon Stevens Young U.S. Trust Co. Tax Manager Managing Director Discipline: Accountant Discipline: Investments 2600 One Commerce Square 100 W. Lancaster Ave., #200 Philadelphia, PA 19103 Wayne, PA 19087 Phone: 215-564-8180 Fax: 215-564-8120 Phone: 610-971-7903 Fax: 610-989-9081

Rita T. Argenzio Carmen J. Armenti BDO Seidman LLP Armenti Planning Company Tax Associate Proprietor Discipline: Accountant Discipline: Insurance 1700 Market Street, 29th Floor 1717 Hamilton Street Philadelphia, PA 19103 Allentown, PA 18104 Phone: 215-636-5680 Fax: 215-636-5501 Phone: 610-432-4215 Fax: 610-432-1419

Loren S. K. Armenti Carol J. Armstrong Armenti Planning Company Main Line Health Discipline: Other Director of Planned Giving 40 Lloyd Avenue, Suite 100 Discipline: Charitable Planned Giving Malvern, PA 19355 130 S. Bryn Mawr Avenue Phone: 610-296-9975 Fax: 610-644-0943 Bryn Mawr, PA 19010 Phone: 610-526-8167 Fax: 610-526-8628

Lester A. Arthur, CLU, ChFC Larry Scott Auerbach, Esq./CPA Arthur Cox Wilson Larry Scott Auerbach, Esq. Partner Discipline: Attorney Discipline: Insurance 1000 Easton Road 18 Chester Commons Abington, PA 19001-4305 Malvern, PA 19355 Phone: 215-517-5566 Fax: 215-517-5569 Phone: 610-644-0800 Fax: 610-993-0587

Charles Aulino R. Robin Austin Glenmede Trust Company Philadelphia Museum of Art Vice President Director of Planned Giving Discipline: Financial Planning Discipline: Charitable Planned Giving One Liberty Place, #1200 POB 7646 Philadelphia, PA 19103 Philadelphia, PA 19101-7646 Phone: 215-419-6966 Fax: 215-419-6647 Phone: 215-684-7756 Fax: 215-236-0796

Page 2 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Joseph A. Auteri, MSFS,AEP Joshua W. Averill Berardi, Auteri & Associates LLP Wolf Block Financial Advisor Associate Discipline: Financial Planning Discipline: Attorney 555 E. City Line Avenue #800, Suite 770 1650 Arch Street, 22nd Floor Bala Cynwyd, PA 19004 Philadelphia, PA 19103 Phone: 610-660-7671 Fax: 610-660-9460 Phone: 215-977-2117 Fax: 215-405-3717

Martyn S. Babitz, Esq. Joseph H. Bachtiger, AEP PNC Bank Bryn Mawr Trust Company Vice President Trust Consultant Discipline: Banking/Trust & Estate Administration Discipline: Banking/Trust & Estate Administration 1600 Market Street 10 South Bryn Mawr Avenue Philadelphia, PA 19103 Bryn Mawr, PA 19010 Phone: 215-585-8776 Fax: 215-585-7268 Phone: 610-581-4701 Fax: 610-526-2076

Robert A. Bacine, Esq. James L. Baer, Esq. Flamm Boroff & Bacine, P.C. Ursinus College Discipline: Attorney Senior Major Gift Officer 925 Harvest Drive #220 Discipline: Charitable Planned Giving Blue Bell, PA 19422 P.O. Box 1000 Phone: 215-239-6003 Fax: 215-239-6060 Collegeville, PA 19426 Phone: 610-409-3000 x2485 Fax: 610-409-3724

Mark Baum Baicker,JD,LLM,ChFC W. E. Biff Baker, CFP, CLU, ChFC Mid-Atlantic Benefit Consultants, Inc. Phoenix Wealth Management President Regional Director Discipline: Financial Planning Discipline: Insurance 85 Old Dublin Pike, P.O. Box 2047 980 Harvest Drive, Suite 110 Doylestown, PA 18901 Blue Bell, PA 19422 Phone: 215-340-2700 Fax: 215-340-0770 Phone: 800-424-6552 Fax: 215-540-2726

Sandra Barenbaum Stanley A. Barg, Esq. Barenbaum & Barenbaum Duane Morris Discipline: Attorney Member 644 King of Prussia Road Discipline: Attorney Wayne, PA 19087 One Liberty Place Phone: 215-563-8058 Fax: 215-546-9712 Philadelphia, PA 19103 Phone: 215-979-1913 Fax: 215-979-1020

Kelly Barnes Andrew Barnett, CLU, ChFC Wolf Block Estate Strategies, Inc. Discipline: Attorney President 1650 Arch Street, 22nd Floor Discipline: Financial Planning Philadelphia, PA 19103 510 Walnut St., #999 Phone: 215-977-2015 Fax: 215-405-2915 Philadelphia, PA 19106 Phone: 215-440-3630 Fax: 215-440-3689

David Barol, CFP, CLU, ChFC Mary R. Barr, Esq. Penn Mutual Life Insurance Company Discipline: Attorney Discipline: Insurance PO Box 40 1000 Germantown Pike Bryn Mawr, PA 19010 Plymouth Meeting, PA 19462 Phone: 610-527-1288 Fax: 610-527-4211 Phone: 610-277-5353 Fax: 610-277-8611

Page 3 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Mary Jane Barrett, Esq. James A. Bartow, CFP Harkins and Harkins Delaware Valley Financial Group Discipline: Attorney Discipline: Financial Planning 123 S. Broad Street, Suite 2102 10000 Midlantic Drive, Suite 304E Philadelphia, PA 19109 Mt. Laurel, NJ 08054 Phone: 215-546-2653 Fax: 215-546-5670 Phone: 888-227-8085x126 Fax: 856-778-8469

Robert L. Bast, Esq. Leigh W. Bauer, Esq. Discipline: Attorney Diamond Polsky & Bauer 110 Spruce Lane Discipline: Attorney Ambler, PA 19002 1608 Walnut Street, 9th Floor Phone: 215-793-6000 Fax: 215-793-0880 Philadelphia, PA 19103 Phone: 215-732-4200 Fax: 215-735-1858

Arthur A. Bavelas CLU ChFC Stephen Bayer Bavelas-Branca Agency Swarthmore College President Associated Director of Planned Giving Discipline: Insurance Discipline: Charitable Planned Giving P.O. Box 8334 500 College Avenue Radnor, PA 19087 Swarthmore, PA 19081 Phone: 610-291-1511 Fax: 610-527-2259 Phone: 610-690-5707 Fax: 610-690-6897

James R. Beam, Esq. Robert D. Becker Stradley Ronon Stevens & Young Ridge Insurance, Inc. Discipline: Attorney Brokerage Director 2600 One Commerce Square Discipline: Insurance Philadelphia, PA 19103 801 Yale Avenue Ste. 626 Phone: 215-564-8127 Fax: 215-564-8120 Swarthmore, PA 19081 Phone: 610-328-1490 Fax: 610-328-2510

Georgia Z. Beit Bernard D. Beitch, Esq. Fleet Bank Bernard D. Beitch & Associates Discipline: Banking/Trust & Estate Administration Owner 1600 JFK Blvd., PA RP 0991E Discipline: Attorney Philadelphia, PA 19103 42 S. 15th Street #1212 Phone: 267-675-0374 Fax: 267-675-0398 Philadelphia, PA 19102 Phone: 215-563-2345

Anthony J. Beldecos, Esq. Jeb Bell, MBA, LLM (Tax) Lundy Flitter Beldecos & Berger, P.C. Mellon Financial Discipline: Attorney Senior Trust Counsel 450 N. Narberth Avenue Discipline: Banking/Trust & Estate Administration Narberth, PA 19072 1735 Market St., POB 7899 Phone: 610-668-0770 Fax: 610-667-0552 Philadelphia, PA 19101-7899 Phone: 215-553-2328 Fax: 215-553-3415

Stuart Bell, CFP Joseph A. Bellinghieri, Esq. Luzerne Products, Inc. MacElree, Harvey Ltd. President Attorney Discipline: Financial Planning Discipline: Attorney 180 Courtright Street 17 West Miner Street Wilkes Barre, PA 18702 West Chester, PA 19381 Phone: 570-825-6691 Fax: 570-829-5591 Phone: 610-840-0239 Fax: 610-429-4486

Page 4 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Joseph A. Bellinghieri Jennifer Bellini MacElree, Harvey First Union National Bank Esquire Assistant Vice President Discipline: Attorney Discipline: Banking/Trust & Estate Administration 17 West Miner Street 3 Beaver Valley Road, 4th Floor,DE5135 West Chester, PA 19381 Wilmington, DE 19803 Phone: 610-840-0239 Fax: 610-429-4486 Phone: 302-477-7652 Fax: 302-477-7677

Harry J. J. Bellwoar III, Esq. Thomas J. Belmont, Jr., CLU ChFC Schubert Bellwoar Cahill & Quinn Belmont Associates Discipline: Attorney Discipline: Insurance 1400 Two Penn Center 15 Garrett Avenue POB 440 Philadelphia, PA 19102 Rosemont, PA 19010 Phone: 215-587-0103 Fax: 215-557-7426 Phone: 610-527-1142 Fax: 610-527-1423

Charles Bender Edward Benoff Sherman, Silverstein, Kohl, et. al. Discipline: Attorney Discipline: Attorney 9245 Roosevelt Blvd. 4300 Haddonfield Rd., #311 Philadelphia, PA 19114-2205 Pennsauken, NJ 08109 Phone: 215-677-7777 Fax: 215-677-4843 Phone: 856-661-2088 Fax: 856-662-0165

Mitchell Benson Lynn J. Benswanger, Esq. Savran Benson LLP Discipline: Attorney Partner 1055 Beaumont Road Discipline: Accountant Berwyn, PA 19312 129 Coulter Avenue Phone: 610-251-0415 Ardmore, PA 19003 Phone: 610-642-3400 Fax: 610-642-8079

David F. Berdow Peter Bernard Signator Financial Network Merrill Lynch Trust Company Agent Discipline: Banking/Trust & Estate Administration Discipline: Insurance 7 Roszel Road 1001 Hector St., Ste. 220 Princeton, NJ 08540 Conshohocken, PA 19428 Phone: 609-243-7951 Fax: 609-243-7841 Phone: 610-940-1000 Fax: 610-940-1016

John D. Bernetich, Jr. H. Joshua Bernstein John D. Bernetich, Jr., L.L.C. Hawthorn/A PNC Advisors Co. Attorney Senior Vice President Discipline: Attorney Discipline: Investments 2 Kings Highway West, Suite 101 1600 Market Street Haddonfield, NJ 08033 Philadelphia, PA 19103 Phone: 856-795-3535 Fax: 856-795-3322 Phone: 215-585-7950 Fax: 215-585-5488

Marc J. Bernstein, JD, ChFC, CLU Mark B. Bernstein Creative Financial Group CMS Companies Senior Partner Associate Discipline: Insurance Discipline: Financial Planning 16 Campus Blvd., #200 1926 Arch Street Newtown Square, PA 19073 Philadelphia, PA 19103 Phone: 610-325-6213 Fax: 610-325-6220 Phone: 215-246-3076 Fax: 215-405-5031

Page 5 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Susan Bershtein, CLU, ChFC James D. Best Prudential Select Brokerage Children's Hospital of Philadelphia Regional Brokerage Director Associate Director for Planned Giving Discipline: Insurance Discipline: Charitable Planned Giving 4620 Street Road 34th & Civic Center Blvd. Trevose, PA 19053 Philadelphia, PA 19104-4399 Phone: 215-322-2050 Fax: 215-322-2052 Phone: 215-590-0603 Fax: 215-590-3960

Lisa Bianculli, J.D., LL.M Richard F. Biborosch Vanguard Group Summit Group Associate Counsel, Legal Dept. President Discipline: Attorney Discipline: Investments P.O. Box 709, 224 2200 Renaissance Blvd., Suite 350 Valley Forge, PA 19482 King of Prussia, PA 19406 Phone: 610-503-7087 Fax: 610-503-7393 Phone: 610-945-1200 Fax: 610-945-1216

Joseph S. Binder John Birkmire Binder & Weiss, P.C. Glenmede Trust Comany Discipline: Attorney Senior Tax Officer 1880 J.F. Kennedy Blvd. #1401 Discipline: Banking/Trust & Estate Administration Philadelphia, PA 19103 1650 Market Street, Suite 1200 Phone: 215-665-1680 Fax: 215-665-8326 Philadelphia, PA 19103 Phone: 215-419-6951 Fax: 215-640-3750

Russell H. Bishop, Jr.,CFP, ChFC, CLU Andrew Black Harvest Advisers LLC Arlington Capital Mortgage Chairman Loan Officer Discipline: Financial Planning Discipline: Banking/Trust & Estate Administration 550 Pinetown Road, Suite 224 2 Greenwood Square #200 Ft. Washington, PA 19034 Bensalem, PA 19020 Phone: 215-628-9200 Fax: 215-628-8404 Phone: 215-639-8520x139 Fax: 215-639-8785

Kenneth R. Blackmon, CFP,CRPC Christopher Blackwall American Express Financial Advisors Girard College Senior Financial Advisor Director of External Relations Discipline: Financial Planning Discipline: Charitable Planned Giving 1105 Laurel Oak Road #142 2101 S. College Avenue Voorhees, NJ 08043 Philadelphia, PA 19121 Phone: 856-741-8000x351 Fax: 856-741-8001 Phone: 215-787-4436 Fax: 215-787-4400

Donna J. Blake Mark S. Blaskey, Esq. Mellon Private Asset Management Pepper Hamilton LLP Portfolio Manager Partner Discipline: Banking/Trust & Estate Administration Discipline: Attorney P.O. Box 7899 Aim#193-0379 3000 Two Logan Square, 18th & Arch Streets Philadelphia, PA 19101 Philadelphia, PA 19103 Phone: 215-553-3437 Fax: 215-553-2141 Phone: 215-981-4837 Fax: 215-981-4750

Stephen A. Bleyer, CPA Randy Block Margolis & Company, P.C. Raab Coins Inc. Discipline: Accountant President 401 City Line Avenue Discipline: Valuation/Appraisal Bala Cynwyd, PA 19004 4 Bloomfield Ave Phone: 610-667-6250 Fax: 610-668-8220 Flemington, NJ 08822 Phone: 908-782-0840 Fax: 908-782-1048

Page 6 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Thomas J. Bogar, Esq. Maya M. Boguslavsky Powell Trachtman Logan Carrle Bowman & Lombardo, P.C. Wolf Block Discipline: Attorney Associate 475 Allendale Road, Suite 200 Discipline: Attorney King of Prussia, PA 19406 1650 Arch Street, 22nd Floor Phone: 610-354-9700x125 Fax: 610-354-9760 Philadelphia, PA 19103 Phone: 215-977-2624 Fax: 215-405-2624

Marsha B. Bolden, Esq. Frank J. Bonini, Jr. Esq. Discipline: Attorney Harding Earley Follmer & Frailey 1517 Sweet Briar Road Discipline: Attorney Gladwyne, PA 19035-1216 1288 Vly Forge Rd., 86 The Commons @ Vly Forge East Phone: 610-642-0148 Fax: 610-642-0148(call first) Valley Forge, PA 19428 Phone: 610-935-2300 Fax: 610-935-0600

William Bonner, Jr. Michael A. Bonventure, CPA, CFP Discipline: Attorney Morris J. Cohen & Co., P.C. 1806 Mifflin Drive Principal Lansdale, PA 19446 Discipline: Accountant Phone: 610-584-8661 Fax: 610-584-8661 1601 Market Street #2525 Philadelphia, PA 19103 Phone: 215-567-8000 Fax: 215-567-5288 http://www.mjcco.com

Dana Bookbinder, Esq. Robert Borgstrom Begley & Bookbinder, P.C. Wilson's Auctioneers & Appraisers Discipline: Attorney Personal Property Appraiser P.O. Box 827 Discipline: Valuation/Appraisal Moorestown, NJ 08057 PO Box 478 Phone: 856-235-8501 Fax: 856-273-1062 Chester Heights, PA 19017 Phone: 610-565-1616 Fax: 610-565-5840

Roseann Bove, CFP, CLU,MSFS Peter Bowman Breton Financial, Inc. PNC Advisors Vice President Discipline: Banking/Trust & Estate Administration Discipline: Financial Planning 1600 Market Street 105 Atsion Road Suite D Philadelphia, PA 19130 Medford, NJ 08055 Phone: 215-585-6907 Fax: 215-585-7268 Phone: 609-654-1212 Fax: 609-654-5709

Kenneth J.D. Boyden, Esq. Francis A. Boyle Univ. of the Sciences in Phila. Mellon Director, Capital Campaign & Major Gifts Vice President Discipline: Charitable Planned Giving Discipline: Banking/Trust & Estate Administration 600 South 43rd Street 1735 Market Street Philadelphia, PA 19104-4495 Philadelphia, PA 19103 Phone: 215-596-8948 Fax: 215-895-1177 Phone: 215-553-8649 Fax: 215-553-2631

Elisabeth W. Brake, Esq. William L. Brams Wright Consultants, PC Harvest Advisers Discipline: Attorney Discipline: Financial Planning 100 Chetwynd Drive #103 550 Pinetown Road, #224 Rosemont, PA 19010 Ft. Washington, PA 19034 Phone: 610-527-7462 Fax: 610-527-7970 Phone: 215-628-9200 Fax: 215-628-8404

Page 7 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Francis P. Branca, Sr. Frank Branca Jr. Branca Rampart Agency, Inc. Branca-Rampart Agency President Sales & Marketing Mgr. Discipline: Insurance Discipline: Insurance 26 E. Swamp Road, Suite 200 26 E. Swamp Road, Ste. 200 Doylestown, PA 18901 Doylestown, PA 18901 Phone: 267-880-0900x12 Fax: 267-880-0656 Phone: 267-880-0900x14 Fax: 268-880-0656

Daniel O. Brandeis Ilona Brandt-Tom, LUTCF Legacy Business Group Delaware Valley Financial Group Discipline: Attorney Financial Planner 500 E. Swedesford Road, #300 Discipline: Insurance Wayne, PA 19087 3200 Horizon Drive, Suite 100 Phone: 610-254-5310 Fax: 610-254-5303 King of Prussia, PA 19406 Phone: 610-233-1800 Fax: 610-233-1818

Wilson Braun Rodney Breyer J.P. Morgan Heritage Financial Vice President President Discipline: Investments Discipline: Insurance 1650 Market Street, 47th Floor P.O. Box 4545 Philadelphia, PA 19103 Reading, PA 19606 Phone: 215-640-3505 Fax: 215-640-3693 Phone: 610-779-6250 Fax: 610-779-6166

Lynn A. Brickman Lisa M. Brinton Hawthorn, A PNC Company Bryn Mawr Trust Company Senior Vice President Senior Vice President Discipline: Banking/Trust & Estate Administration Discipline: Banking/Trust & Estate Administration 1600 Market Street, 29th Floor, F-2-F070-29-8 10 S. Bryn Mawr Ave. Philadelphia, PA 19103 Bryn Mawr, PA 19010 Phone: 215-585-3958 Fax: 215-585-5488 Phone: 610-581-4748 Fax: 610-526-2076

Jack C. Briscoe, Esq. Gail Brittingham, CLU, ChFC Jack C. Briscoe & Associates Lincoln Financial Distributors Discipline: Attorney Vice President, National Account Manager 1500 JFK Blvd., Ste. 725 Discipline: Insurance Philadelphia, PA 19102-1707 660 American Avenue, #102 Phone: 215-564-6025 Fax: 215-851-9820 King of Prussia, PA 19406 Phone: 610-491-9530 Fax: 610-491-9535

Stanley Broadbent Janice Brown, LSW, ACSW The Glenmede Trust Company Star Systems First Vice President President Discipline: Banking/Trust & Estate Administration Discipline: Other One Liberty Place, #1200 POB 60590 Philadelphia, PA 19103 Philadelphia, PA 19145-0590 Phone: 215-419-6102 Fax: 215-419-6196 Phone: 215-477-2211 Fax: 484-356-0779

Kevin M. Brown, CTFA Neil Brown M & T Bank Mellon Bank, NA Vice President Senior Director-Sales Discipline: Investments Discipline: Investments 601 Dresher Road 1735 Market Street, 193-0380 Horsham, PA 19044 Philadelphia, PA 19103 Phone: 215-956-7105 Fax: 215-956-7113 Phone: 215-553-3395 Fax: 215-553-2981

Page 8 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Barbara F. Buckman Beverly R. Budin, Esq. Mellon Private Asset Management Ballard Spahr Andrews & Ingersoll, LLP Vice President Discipline: Attorney Discipline: Banking/Trust & Estate Administration 1735 Market Street, 51st Floor 1735 Market St., 3rd Floor Philadelphia, PA 19103 Philadelphia, PA 19103 Phone: 215-864-8303 Fax: 215-864-9816 Phone: 215-553-2044 Fax: 215-553-2054

Alan Buerger Arthur Bugay Coventry First Galfand Berger LLP Chairman & CEO Partner Discipline: Insurance Discipline: Attorney 7111 Valley Green Road 1818 Market Street #2300 Fort Washington, PA 19034 Philadelphia, PA 19103 Phone: 215-233-5100 Fax: 215-233-3201 Phone: 215-665-6810 Fax: 215-665-1768

Royal A. Bunin, MBA Francis D. Burke, Jr. CLU, ChFC Bunin Associates Lee Burke & Malarkey LLP Actuarial Economic Consultant Managing Partner Discipline: Financial Planning Discipline: Insurance 300 E. Lancaster Ave., #109 One Radnor Corporate Center, #530 Wynnewood, PA 19096 Radnor, PA 19087 Phone: 610-642-4700 Fax: 610-642-4787 Phone: 610-964-0330 Fax: 610-964-0147

Thomas J. Burke, Jr. Thomas J. Burke, Jr. Haws & Burke Law Office Haws & Burke Law Office President Discipline: Attorney Discipline: Attorney 15 Rittenhouse Place 15 Rittenhouse Place Ardmore, PA 19003 Ardmore, PA 19003 Phone: 610-649-5200 Fax: 610-649-7648 Phone: 610-649-5200 Fax: 610-649-7648

Rod Burkert H. Kenneth Butera Kaplan Abraham Burkert & Company Butera Beausang Cohen & Brennan Discipline: Valuation/Appraisal President 314 North 12th Street, The Old Shoe Factory, #705 Discipline: Attorney Philadelphia, PA 19107 630 Freedom Business Center, #212 Phone: 215-448-0650 Fax: 215-448-0652 King of Prussia, PA 19406 Phone: 610-265-0800 Fax: 610-265-7205

Louis Butera Lynda K.Byrd UBS PaineWebber PNC Bank Financial Advisor Vice President Discipline: Investments Discipline: Banking/Trust & Estate Administration 1735 Market St., 36th Fl. 1600 Market St., POB 42933 Philadelphia, PA 19103 Philadelphia, PA 19101 Phone: 215-496-2082 Fax: 215-496-2330 Phone: 215-585-5688 Fax: 215-585-8730

Sandra S. Byrd, ACFRE Samuel D. Caldwell Devereux Foundation Lawrenceville School Senior Vice President and Chief Development Officer Director of Planned Giving Discipline: Charitable Planned Giving Discipline: Charitable Planned Giving 2012 Renaissance Blvd. P.O. Box 6125 King of Prussia, PA 19406 Lawrenceville, NJ 08648 Phone: 610-542-3197 Fax: 610-542-3141 Phone: 609-896-4187 Fax: 609-895-2054

Page 9 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Bernard Camins, MAI, CRE Christopher J. Camp, Esq. Camins Associates Pepper Hamilton LLP Owner Associate Discipline: Valuation/Appraisal Discipline: Attorney 1315 Walnut Street #808 400 Berwyn Pk, 899 Cassatt Road Philadelphia, PA 19107 Berwyn, PA 19312-1183 Phone: 215-546-3242 Fax: 215-546-3879 Phone: 610-640-7831 Fax: 610-640-7835

Marc Campanaro Richard C. Capasso CMS Companies Clairmont Paciello & Company P.C. Associate Shareholder Discipline: Financial Planning Discipline: Accountant 1926 Arch Street 250 Tanglewood Lane Philadelphia, PA 19103 King of Prussia, PA 19406 Phone: 215-246-3273 Fax: 215-246-3083 Phone: 610-265-4122 Fax: 610-265-8819

Rhonda W. Capobianco, CPA Mark T. Carlidge, Esq. Joyce & Associates P.C. Eckert Seamans Cherin & Mellott CPA Member Discipline: Accountant Discipline: Attorney One Glehardie Corporate Center,1275 Drummers Lane,#102 1515 Market St., 9th Floor Wayne, PA 19087 Philadelphia, PA 19102-1909 Phone: 610-687-8200 Fax: 610-687-8224 Phone: 215-851-8430 Fax: 215-851-8383

Edward J. Carpoletti Stephen Carr Fleet Bank Asher & Co., Ltd. Senior Vice President Discipline: Accountant Discipline: Investments 1845 Walnut Street 1600 JFK Blvd. Philadelphia, PA 19103 Philadelphia, PA 19103 Phone: 215-564-1900 Fax: 215-564-3940 Phone: 267-675-0371 Fax: 267-675-0398

William P. Carrozza Robert T. Castellani Commerce Wealth Advisors Delaware Valley Financial Group Executive Vice President EVP - Marketing Discipline: Investments Discipline: Financial Planning One Commerce Square, 2005 Market Street, Suite 200 3200 Horizon Drive, Suite 100 Philadelphia, PA 19103 King of Prussia, PA 19406 Phone: 215-282-4498 Fax: 215-282-4029 Phone: 610-233-1800 Fax: 610-233-1818

James Caulfield Wanda Joyce Caviness United States Trust Company of New York Mellon Bank Vice President Portfolio Officer Discipline: Banking/Trust & Estate Administration Discipline: Banking/Trust & Estate Administration 845 Alexander Road PO Box 7899 AIM# 193-0379 Princeton, NJ 08543-5209 Philadelphia, PA 19101 Phone: 609-734-7707 Fax: 609-919-8007 Phone: 215-553-3028 Fax: 215-553-2141

Randy Hope Cazes Daniel T. Celia Law Office of Randy Hope Cazes Regency Foundation Attorney Director Discipline: Attorney Discipline: Charitable Planned Giving 1518 Pine Street, #2F 200 Manor Avenue Philadelphia, PA 19102 Langhorne, PA 19047 Phone: 215-732-5496 Fax: 215-732-5496 Phone: 215-702-4528 Fax: 215-702-4238

Page 10 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Mitchell E. Chadrow Lawrence S. Chane, Esq. Hudson United Bank Blank Rome Comisky & McCauley, LLP Vice President/Wealth Management Partner Discipline: Banking/Trust & Estate Administration Discipline: Attorney 1845 Walnut St., 10th Floor One Logan Square Philadelphia, PA 19103 Philadelphia, PA 19103-6998 Phone: 267-256-5520 Fax: 267-256-5525 Phone: 215-569-5721 Fax: 215-832-5721

Robert M. Chappelear Wayne B. Charles Fleet Retirement Planning Solutions Senior Vice President President Discipline: Investments Discipline: Investments 1600 JFK Boulevard, Suite 1100 1934 Bergdoll Avenue Philadelphia, PA 19103 Boothwyn, PA 19061 Phone: 267-675-0501 Fax: 267-675-0515 Phone: 610-485-9138 Fax: 800-780-8301

Charles G. Cheleden, Esq. Kathleen P. Chimicles, ASA Discipline: Attorney Chimicles & Tikellis LLP 33A West Court Street Financial Specialist Doylestown, PA 18901 Discipline: Valuation/Appraisal Phone: 215-230-4300 Fax: 215-230-4301 361 W. Lancaster Avenue Haverford, PA 19041 Phone: 610-642-8500 Fax: 610-649-3633

Deborah L. Chiumento William J. Christy Bank of America Private Bank The Glenmede Trust Company Senior Vice President/Market Executive Discipline: Financial Planning Discipline: Banking/Trust & Estate Administration 1650 Market St., Suite 1200 100 Four Falls Corporate Center, Suite 500 Philadelphia, PA 19103 West Conshohocken, PA 19428 Phone: 215-419-6919 Fax: 215-419-6647 Phone: 610-567-4701 Fax: 610-567-4717

Regina Cicalese Jeffrey Clark, CPA, MST First Union/Wachovia Bank Briggs Bunting & Dougherty, LLP Assistant Vice President Tax Manager Discipline: Banking/Trust & Estate Administration Discipline: Accountant Broad & Walnut Streets Two Penn Center Plaza, Ste. 820 Philadelphia, PA 19109 Philadelphia, PA 19102-1732 Phone: 215-670-4034 Fax: 215-670-4003 Phone: 215-567-7770 Fax: 215-567-6081

Isaac H. Clothier, IV Esq. Barbara Cobb Dechert 218 Enterprises Discipline: Attorney Discipline: Accountant 1717 Arch Street, #4000 200 Eagle Road, Ste. 316 Philadelphia, PA 19103-2793 Wayne, PA 19087 Phone: 215-994-2442 Fax: 215-994-2222 Phone: 610-975-0517 Fax: 610-293-0967

Scott Cobb Michael Coben Haverford Capital Advisors, Inc. Jackson National Life Senior Manager Regional Director Discipline: Valuation/Appraisal Discipline: Insurance 41 Leopard Road, #305 105 Black Walnut Lane Paoli, PA 19301 Plymouth Meeting, PA 19462 Phone: 610-407-4020x13 Fax: 610-407-4028 Phone: 610-828-1971

Page 11 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Salvatore Cocivera Kenneth F. Cohen, Esq. Lincoln Financial Advisors Discipline: Attorney Discipline: Financial Planning 1515 Locust Street, 10th Floor 220 Lake Drive East, Suite 300 Philadelphia, PA 19102 Cherry Hill, NJ 08002 Phone: 215-732-1668 Fax: 215-735-9510 Phone: 856-482-8196 Fax: 856-482-8189

Nina L. Cohen, Esq. Richard J. Cohen, Esquire Archer & Greiner Rittenhouse Law Group, P.C. Discipline: Attorney President One Centennial Square Discipline: Attorney Haddonfield, NJ 08033 1864 Route 70 East Phone: 609-354-2313 Fax: 609-795-0574 Cherry Hill, NJ 08003 Phone: 856-489-8803 Fax: 856-489-8812

Robert S. Cohen Jason Cole Hepburn Willcox Hamilton & Putnam Sherman Financial, Inc. Discipline: Attorney Investment Advisor 1100 One Penn Center Discipline: Financial Planning Philadelphia, PA 19103 Two Logan Square, #1535 Phone: 215-568-7500 Fax: 215-751-9004 Philadelphia, PA 19103 Phone: 215-656-4280 Fax: 215-656-4281

Randall S. Cole Susan G. Collings, Esq. Meyers Cole & Associates/Sagemark Consulting Drinker Biddle & Reath Discipline: Financial Planning Discipline: Attorney 220 Lake Drive East, Suite 300 One Logan Square 18th & Cherry Streets Cherry Hill, NJ 08002-1166 Philadelphia, PA 19103 Phone: 856-482-8111 Fax: 856-482-8141 Phone: 215-988-2618 Fax: 215-568-1933

Harold T. Commons, Jr., Esq. Mary I. Condora Commons & Commons Wachovia Bank Discipline: Attorney Vice President 2967 School House Lane Suite 1210 Discipline: Banking/Trust & Estate Administration Philadelphia, PA 19144 123 S. Broad St. - PA 1210 Phone: 215-849-4400 Fax: 215-849-5555 Philadelphia, PA 19109 Phone: 215-670-4052 Fax: 215-670-4006

Rosetta L. Conigliaro Gordon E. Conwell, Jr. New York Life Insurance Gordon E. Conwell Assoc., Inc. Agent President Discipline: Insurance Discipline: Insurance 555 E. City Line Avenue 6001 W. Valley Green Road, POB 227 Bala Cynwyd, PA 19004 Flourtown, PA 19031 Phone: 610-660-7656 Fax: 610-664-7270 Phone: 215-836-7845 Fax: 215-836-0828

Julia E. Coombs Frank G. Cooper Wachovia Bank, N.A. Duane Morris LLP Discipline: Banking/Trust & Estate Administration Partner 3 Beaver Valley Rd./DE5135 Discipline: Attorney Wilmington, DE 19803 4200 One Liberty Place Phone: 302-477-7633 Fax: 302-477-7677 Philadelphia, PA 19103-7396 Phone: 215-979-1906 Fax: 215-979-1020

Page 12 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Leonard J. Cooper, Esq. Peter T. Cooper, CLU, CFP Wolf Block Peter T. Cooper, CLU, CFP Discipline: Attorney Owner 1650 Arch Street, 22nd Floor Discipline: Insurance Philadelphia, PA 19103 P.O. Box 933 Phone: 215-977-2060 Fax: 215-405-3704 Medford, NJ 08055-0933 Phone: 609-654-9079 Fax: 609-654-4903

William H. Copperthwaite, Jr. Glen A. Coral William H. Copperthwaite Jr, LLC CBIZ Benefits & Insurance Attorney Discipline: Insurance Discipline: Attorney 401 Plymouth Road, Suite 200 111 Greenbriar Drive Plymouth Meeting, PA 19462 West Chester, PA 19382 Phone: 610-862-2236 Fax: 610-834-2536 Phone: 610-429-3800 Fax: 610-429-5344

Carl Cordek Jonathan S. Corle, CLU, CFP RRR Management Company Tycor Asset Management, Inc. General Manager President Discipline: Other Discipline: Investments 117 S. 17th Street, Architects Building, 5th Floor 5 Great Valley Pkwy, Suite 355 Philadelphia, PA 19103 Malvern, PA 19355 Phone: 215-981-0700 Fax: 215-981-0701 Phone: 610-251-0670 Fax: 610-640-0989

Alice C. Cory John S. Costa Hawthorn - A PNC Advisor Co. United Planners Senior Vice President Senior Investment Advisor Discipline: Banking/Trust & Estate Administration Discipline: Financial Planning 1600 Market St MSF2-F070-29-8 915 McElwee Road Philadelphia, PA 19103 Moorestown, NJ 08057 Phone: 215-585-5666 Fax: 215-585-5488 Phone: 856-988-8858 Fax: 856-273-9149

Catherine Cowen Theodore S. Coxe, Jr., Esq. Wescott Financial Advisory Group LLC Law Office of Theodore S. Coxe, Jr. Discipline: Financial Planning Discipline: Attorney One Liberty Place, 38th Floor Rosemont Business Campus 919 Conestoga Road, Building 1, #303 Philadelphia, PA 19103 Rosemont, PA 19010 Phone: 215-979-1642 Fax: 215-979-1622 Phone: 610-525-1806 Fax: 610-525-3122

Joseph A. Cozza Peter H. Craig, CLU, ChFC JP Morgan Private Bank Delaware Valley Financial Group Vice President Discipline: Financial Planning Discipline: Investments 2540 Renaissance Blvd 1650 Market St.,One Liberty Pl. 47th Fl. King of Prussia, PA 19406-2673 Philadelphia, PA 19103 Phone: 484-322-4476 Fax: 484-322-4576 Phone: 215-640-3510 Fax: 215-640-3693

John Philip Crampton, Esq. Charles V. Creighton Dilworth Paxson LLP Key Advisors Group Discipline: Attorney Discipline: Financial Planning 3200 Mellon Bank Center 600 Reed Road Philadelphia, PA 19103 Broomall, PA 19008 Phone: 215-575-7022 Fax: 215-575-7200 Phone: 610-359-1050 Fax: 610-353-5846

Page 13 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) John W. Cronin, ChFC,CLU Matthew J. Cross, CFA MassMutual Glenmede Trust Company Discipline: Insurance Vice President 512 Montgomery Lane Discipline: Investments Radnor, PA 19087 1650 Market Street, #1200 Phone: 610-687-0581 Philadelphia, PA 19103 Phone: 215-419-6035 Fax: 215-419-6196

Richard Culbertson, Jr., CPA Mary M. Culley Bowman & Company LLP Morris James Partner Attorney Discipline: Accountant Discipline: Attorney 601 White Horse Road 222 Delaware Avenue Voorhees, NJ 08043-2493 Wilmington, DE 19801 Phone: 856-782-2895 Fax: 856-782-5095 Phone: 302-888-6865 Fax: 302-571-1750

Bruce J. Cumby, CLU, ChFC Thomas Cunnane, Esq. Cumby, Spencer & Assoc. White and Williams, LLP Discipline: Insurance Partner 500 Darby Road Discipline: Attorney Havertown, PA 19083 1800 One Liberty Place Phone: 610-446-4710 Fax: 610-446-7561 Philadelphia, PA 19103 Phone: 215-864-7027 Fax: 215-864-7123

Charles M. Cutter Chester T. Cyzio, Esq. Wachovia Bank Discipline: Attorney Vice President 1429 Walnut Street, 8th Floor Discipline: Banking/Trust & Estate Administration Philadelphia, PA 19102 P.O. Box 7558, PA4312 Phone: 215-568-6220 Fax: 215-564-2859 Philadelphia, PA 19101 Phone: 215-670-3412 Fax: 215-670-3419

Stephen G. Czarnecki Donald F. Daly PNC Advisors Discipline: Investments Vice President 321 South Roberts Road Discipline: Banking/Trust & Estate Administration Bryn Mawr, PA 19010 1600 Market Street, POB 42933 Phone: 610-520-9587 Philadelphia, PA 19101 Phone: 215-585-5657 Fax: 215-585-8552

Kevin F. Danyi, JD, CLU, ChFC Gerald E. Darling, Esq. Danyi Law Offices, P.C. Archer & Greiner, P.C. President Discipline: Attorney Discipline: Attorney One Centennial Square Lehigh Valley Office, 133 East Broad St. Haddonfield, NJ 08033 Bethlehem, PA 18018 Phone: 609-795-2121 Phone: 610-691-6994 Fax: 610-694-9722

Steven A. Dash, ASA, CLU Gregory Davis,CLU,ChFC,CFP Dash & Love, Inc. Davis Financial Group Vice President Managing Partner Discipline: Insurance Discipline: Financial Planning 111 Presidential Blvd. #121 723 E. Phil-Ellena Street Bala Cynwyd, PA 19004 Philadelphia, PA 19119 Phone: 610-667-2244 Fax: 610-667-6057 Phone: 215-844-3690 Fax: 215-844-6448

Page 14 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Kenneth R. Dawson Karen Schecter Dayno Dawson's Auctioneers & Appraisers Timoney Knox Hasson & Weand, LLP Principal Discipline: Attorney Discipline: Valuation/Appraisal 400 Maryland Drive, P.O. Box 7544 128 American Road Ft. Washington, PA 19034 Morris Plains, NJ 07950 Phone: 215-540-2630 Fax: 215-646-0379 Phone: 973-984-6900 Fax: 973-984-6956

Sara de Celis-Little Diana S. Deane Kulzer & Dipadova The Glenmede Trust Company Attorney Vice President Discipline: Attorney Discipline: Banking/Trust & Estate Administration 76 Euclid Avenue 1650 Market Street, Suite 1200 Haddonfield, NJ 08033 Philadelphia, PA 19103 Phone: 856-795-7744 Phone: 215-419-6965 Fax: 215-419-6198

Kerry M. Deegan Robert L. Deets, CLU, ChFC Vanguard National Trust Company Indicon, Inc. Manager Discipline: Insurance Discipline: Banking/Trust & Estate Administration 682 N. Brookside Road P.O. Box 709, W225 Allentown, PA 18106 Valley Forge, PA 19482 Phone: 610-398-9050 Fax: 610-398-9340 Phone: 610-669-9823 Fax: 610-669-8534

Glenn A. Deibert Robert R. DeLong Glenmede Trust Company Williams & DeLong Vice President Partner Discipline: Banking/Trust & Estate Administration Discipline: Attorney 1650 Market Street, Suite 1200 19 East Second Street Philadelphia, PA 19103 Media, PA 19063 Phone: 215-419-6136 Fax: 215-419-6198 Phone: 610-627-5865 Fax: 610-627-5867

Michael T. Demers Martin J. Dempsey, Jr., ChFC Curtis Financial Group, LLC Dempsey & Associates Senior Associate Independent Financial Advisor Discipline: Valuation/Appraisal Discipline: Investments 2 Penn Center Plaza, Suite 1520 1500 Lancaster Avenue, #102 Philadelphia, PA 19102 Paoli, PA 19301 Phone: 215-972-2346 Fax: 215-972-2388 Phone: 610-644-0858 Fax: 610-644-9268

Robert W. Denious, Esq. Alan J. Denis, J.D., CPA Duane Morris & Heckscher LLP Cogen Sklar LLP Discipline: Attorney Partner One Liberty Place Discipline: Accountant Philadelphia, PA 19103 150 Monument Road, Suite 500 Phone: 215-979-1786 Fax: 215-979-1020 Bala Cynwyd, PA 19004 Phone: 610-668-9700 Fax: 610-668-2181

Elizabeth Denney William F. Denney Northwestern Mutual Northwestern Mutual Financial Representative Agent Discipline: Insurance Discipline: Insurance 1818 Market Street, Suite 3010 1818 Market Street, Suite 3010 Philadelphia, PA 19103 Philadelphia, PA 19103 Phone: 215-981-1879 Fax: 215-972-2776 Phone: 215-981-1889 Fax: 215-972-2776

Page 15 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Edward DeSipio, Jr. Bernard T. Destafney MetLife Financial First Union National Bank Regional Director Discipline: Banking/Trust & Estate Administration Discipline: Financial Planning 16 Asheville Street 9 N. Drexel Avenue, Suite 300 Toms River, NJ 08753 Havertown, PA 19083 Phone: 732-270-8914 Fax: 732-914-3029 Phone: 610-449-5320 Fax: 610-449-5321

Charles DeVinney Harry F. Devlin, Jr., CLU, ChFC Curtis Financial Group, LLC Devlin & Associates Vice President Discipline: Insurance Discipline: Valuation/Appraisal 716 Hirst Avenue 2 Penn Center Plaza, Suite 1520 Havertown, PA 19083 Philadelphia, PA 19102-1728 Phone: 610-853-1247 Fax: 610-853-3621 Phone: 215-972-2341 Fax: 215-972-2388

Michael M. Dewey Donald P. DiCarlo, Jr., ESQ. JP Morgan Vangaurd Group Associate Associate Counsel, Legal Dept. Discipline: Banking/Trust & Estate Administration Discipline: Attorney One Liberty Place, 47th Floor, 1650 Market Street P.O. Box 709, 224 Philadelphia, PA 19103 Valley Forge, PA 19482 Phone: 215-640-3614 Fax: 215-640-3693 Phone: 610-503-7391 Fax: 610-503-7393

James B. Dierkes, CPA, CLU, ChFC Joseph G. DiGregorio Equitable Merrill Lynch Registered Representative Senior Financial Advisor Discipline: Insurance Discipline: Financial Planning 925 Denston Drive 300 West State Street Ambler, PA 19002 Media, PA 19063 Phone: 610-660-4144 Fax: 610-660-4309 Phone: 800-532-0654 Fax: 610-565-1642

Mark Dilts Joseph J. Dimaio, Jr., CFP Dilts, Macary, & Calvin Discipline: Banking/Trust & Estate Administration Discipline: Attorney P.O. Box 22609 540 Pennsylvania Ave. #318 Philadelphia, PA 19110 Fort Washington, PA 19034 Phone: 215 653-0202 Fax: 215-653-0400

Michael A. DiMedio, Esq. Frederick J. Dixon, Jr., CFRE Mellon Acts Retirement-Life Communities, Inc. Senior Director - Portfolio Management Director Funds Advancement Discipline: Investments Discipline: Charitable Planned Giving 1735 Market Street Room 193-0370 375 Morris Rd., PO Box 90 Philadelphia, PA 19101-0370 West Point, PA 19486 Phone: 215-553-3038 Fax: 215-553-4542 Phone: 215-661-8335 x395 Fax: 215-661-8344

Randi L. Dlott, Esq. Albert L. Doering, III, Esq. Discipline: Banking/Trust & Estate Administration American Refining Group, Inc. 75 Llanfair Circle Vice President and General Council Ardmore, PA 19003 Discipline: Attorney Phone: 610-642-3921 Fax: 610-642-3921 100 Four Falls Corporate Center, Suite 215 W. Conshohocken, PA 19428 Phone: 610-940-4420 Fax: 610-940-4422

Page 16 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Bruce M. Dolfman, Esq. Liz Donaghy Discipline: Attorney Clark Capital Management Group #1201, 1528 Walnut Street Vice President Philadelphia, PA 19102 Discipline: Investments Phone: 215-732-8110 Fax: 215-732-8194 Mellon Bank Center, 34th Floor, 1735 Market Street Philadelphia, PA 19103 Phone: 215-569-2224 Fax: 215-569-3639

F. Scott Donahue David Donaldson Donahue Battle Donahue Samuel T. Freeman & Co. Partner Vice President-Trusts & Estates Discipline: Attorney Discipline: Valuation/Appraisal 1515 Market Street #1540 1808 Chestnut Street Philadelphia, PA 19102 Philadelphia, PA 19103 Phone: 215-568-2100 Fax: 215-568-0853 Phone: 215-563-9275x3026 Fax: 215-563-8236

Norman E. Donoghue II P. Sharon Donohoe Dechert PNC Bank Partner Senior Vice President Discipline: Attorney Discipline: Banking/Trust & Estate Administration 1717 Arch Street P.O. Box 42933, 1600 Market Street Philadelphia, PA 19103-2793 Philadelphia, PA 19101 Phone: 215-994-2539 Fax: 215-994-2222 Phone: 215-585-5679 Fax: 215-585-8730

Christian F. Dougherty, CFE M. Eileen Dougherty, CTFA Grant Thornton LLP Semper Trust Company Senior Associate Senior Vice President Discipline: Valuation/Appraisal Discipline: Banking/Trust & Estate Administration Two Commerce Square 2001 Market Street, Ste. 3100 610 West Germantown Pike, #300 Philadelphia, PA 19103 Plymouth Meeting, PA 19462 Phone: 215-814-1703 Fax: 215-561-1057 Phone: 610-260-1591 Fax: 610-941-0330

William M. Dougherty Charles J. Dowds, ChFC, CLU, CFP Briggs Bunting & Dougherty Creative Financial Group Partner Senior Partner Discipline: Accountant Discipline: Insurance Two Penn Center Plaza, Suite 820 16 Campus Boulevard, #200 Philadelphia, PA 19102-1732 Newtown Square, PA 19073 Phone: 215-567-7770 Fax: 215-567-6081 Phone: 610-325-6226 Fax: 610-325-6220

David M. Drake, CLU Avri Dub, CPA Corporate Planning Group Avri Dub, CPA Discipline: Insurance Discipline: Accountant Silver Lake Executive Campus, 41 University Dr., Ste. 400 133 Overbrook Pkwy. Newtown, PA 18940 Wynnewood, PA 19096 Phone: 267-757-8759 Fax: 267-757-8767 Phone: 610-649-6952 Fax: 610-649-6699

Lowell H. Dubrow, Esq. J. Thomas Dunlevy Karafin Gruenstein & Dubrow Glenmede Trust Company Discipline: Attorney Executive Vice President 401 City Line Ave., #200 Discipline: Banking/Trust & Estate Administration Bala Cynwyd, PA 19004 1650 Market Street #1200 Phone: 610-664-9400 Fax: 610-664-9449 Philadelphia, PA 19103-7391 Phone: 215-419-6100 Fax: 215-419-6196

Page 17 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) John F. Dunn Robert B. Durham, Jr. PNC Advisors High Swartz Roberts & Seidel Vice President, Regional Tax Mgr. of Counsel Discipline: Banking/Trust & Estate Administration Discipline: Attorney 1600 Market Street, 4th Floor 40 E. Airy Street Philadelphia, PA 19103 Norristown, PA 19404 Phone: 215-585-6894 Fax: 215-585-6755 Phone: 610-275-0700 Fax: 610-275-5290

Ronald Duska Steven D. Earhart, CFP, MSFS, CLU, ChFC The American College Karr-Barth Associates Chair of Ethics Co-President/Managing Partner Discipline: Education Discipline: Insurance 270 S. Bryn Mawr Avenue 40 Monument Road Bryn Mawr, PA 19010 Bala Cynwyd, PA 19004-1797 Phone: 610-526-1387 Fax: 610-526-1359 Phone: 610-660-4500 Fax: 610-660-4035

Melanie Earle, JD, LLM David C. Eaton Hepburn Willcox Hamilton & Putman Stanley-Laman Group Discipline: Attorney Partner 1100 One Penn Center Discipline: Financial Planning Philadelphia, PA 19103 1235 Westlakes Drive, Suite 295 Phone: 215-496-7550 Fax: 215-751-9044 Berwyn, PA 19312 Phone: 610-993-9100 Fax: 610-993-8382

Stephen B. Ebbecke, CFP,CLU,ChFC Jon David Edelman Ebbecke-ECBM, Inc. Edelman's Coins & Stamps Discipline: Insurance President One Bala Plaza, Suite 640 Discipline: Valuation/Appraisal Bala Cynwyd, PA 19004 301 Old York Road Phone: 610-664-8299x1227 Fax: 610-664-3107 Jenkintown, PA 19046 Phone: 215-572-6480 Fax: 215-572-6482

Janine Ehsani Rochelle Eisenberg University of PA Art Directives Inc. Senior Assoc. Dir., Gift Planning President Discipline: Charitable Planned Giving Discipline: Valuation/Appraisal 618 Franklin Bldg., 3451 Walnut Street 455 Pennsylvania Ave., Suite 130 Philadelphia, PA 19104-6285 Fort Washington, PA 19034 Phone: 215-898-6171 Fax: 215-573-0197 Phone: 215-646-0233 Fax: 215-646-1894

Bernard Eizen, Esq. Alvin Elfand, CPA Eizen Fineburg & McCarthy Elfand & Associates, PC Discipline: Attorney President 2001 Market Street, #3410 Discipline: Accountant Philadelphia, PA 19103 501 Office Center Dr., #188 Phone: 215-751-9666 Fax: 215-751-9310 Ft. Washington, PA 19034 Phone: 215-653-0990 Fax: 215-653-0908

Jonathan H. Ellis, Esq. George H. Elser Discipline: Attorney First Mediate 261 Old York Road, #200 Discipline: Other Jenkintow, PA 19046-3254 130 W. Lancaster Avenue, #203 Phone: 215-576-8130 Fax: 215-576-8188 Wayne, PA 19087 Phone: 610-964-9627 Fax: 610-964-9769

Page 18 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) S. Jonathan Emerson Kelly Phillips Erb Monroe Professional Building Erb Law Firm, P.C. Discipline: Attorney Partner 117 North Monroe Street Discipline: Attorney Media, PA 19603-3037 5233 Ridge Avenue, 1st Floor Phone: 610-566-8007 Fax: 610-891-7960 Philadelphia, PA 19128-3711 Phone: 215-508-4419 Fax: 215-508-4428

Charles Ergood Otis Erisman, Esq. Heritage Resources Advisors, Inc. White & Williams LLP President Counsel Discipline: Financial Planning Discipline: Attorney P.O.Box 419 1650 Market St., #1800 Haddon Heights, NJ 08035 Philadelphia, PA 19103 Phone: 800-518-9999 Fax: 856-310-1284 Phone: 215-864-6282 Fax: 215-864-7123

Mark R. Eskin, Esq. John B. Eurell Janney Montgomerey Scott, LLC D'Angelo & Eurell Vice President/Investments Attorney Discipline: Investments Discipline: Attorney 1801 Market Street, 11th Floor 2226 Land Title Building Philadelphia, PA 19103 Philadelphia, PA 19110 Phone: 215-665-6394 Fax: 215-665-4546 Phone: 215-564-5022 Fax: 215-557-7651

Mark J. Evans, CPA Tonya M. Evans, Esquire PNC Investments Evans & Borden Evans, LLC Senior Financial Consultant Discipline: Attorney Discipline: Financial Planning 2043 Walnut Street, Suite 2000 1950 E. Route 70, 2nd Floor Philadelphia, PA 19103 Cherry Hill, NJ 08003-0016 Phone: 215-972-8001 Phone: 856-489-2909 Fax: 856-489-2926

Dave Ewall Joslyn G. Ewart notsoldseparately, LLC Entrust Financial, LLC Computer Progammer Certified Financial Planner Discipline: Accountant Discipline: Financial Planning 122 E Kings Hwy 44 W. Lancaster Ave., Ste. 200 Suite 503 Ardmoreq, PA 19003 Maple Shade, NJ 08052 Phone: 610-649-8703 Fax: 610-649-8803 Phone: 856-727-8200 Fax: 856-727-4131 [email protected] http://www.notsoldseparately.com

Letitia A. Ewing Karen A. Fahrner, Esq. Glenmede Trust Company Pelino & Lentz Vice President Discipline: Attorney Discipline: Banking/Trust & Estate Administration One Liberty Place 32nd Floor One Liberty Place, 1650 Market St.,Ste 1200 Philadelphia, PA 19103 Philadelphia, PA 19103 Phone: 215-246-3177 Fax: 215-665-1536 Phone: 215-419-6769 Fax: 215-419-6786

Ronald Fash, CLU ChFC Gene M. Fatula, MHA, MSPT Ronald L. Fash, Inc. Holy Redeemer Home Health & Hospice Services President Agency Relations Coordinator Discipline: Insurance Discipline: Other PMB 475 93 Old York Road, # 1-474 12265 Townsend Road, Suite 400 Jenkintown, PA 19046 Philadelphia, PA 19154 Phone: 215-635-0679 Fax: 215-635-0655 Phone: 215-698-3712 Fax: 215-671-1950

Page 19 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Francis X. Faulkner Senta Fean Wachovia Bank, NA CMS Companies Vice President Client Relationship Manager Discipline: Banking/Trust & Estate Administration Discipline: Insurance 123 S. Broad Street 1926 Arch Street Philadelphia, PA 19109 Philadelphia, PA 19103 Phone: 215-670-3413 Fax: 215-670-3419 Phone: 215-405-5011 Fax: 215-405-5031

Gilbert Feinberg Michael L. Feinman Discipline: Attorney Delaware Valley Financial Group Two Logan Square, Suite 660, 18th & Arch Streets Partner Philadelphia, PA 19103 Discipline: Insurance Phone: 215-988-0691 Fax: 215-563-8801 3200 Horizon Drive, Suite 100 King of Prussia, PA 19406 Phone: 610-233-1763 Fax: 610-270-1249

Eric Feldhake Michael Feldman PricewaterhouseCoopers LLP Capital Management Services Discipline: Financial Planning Discipline: Financial Planning 401 Maple Avenue P.O. Box 433 Haddonfield, NJ 08033 Southeastern, PA 19399 Phone: 856-616-1404 Phone: 610-254-0001 Fax: 610-254-0025

Paul L. Feldman, Esq. Kim D. Fetrow Feldman & Feldman Heckscher Teillon Terrill & Sager Discipline: Attorney Discipline: Attorney 820 Homestead Road 100 Four Falls Corp Center #300 Jenkintown, PA 19046 West Conshohocken, PA 19428 Phone: 215-887-5300 Fax: 215-887-1060 Phone: 610-940-2600 Fax: 610-940-6042

Gail D. Feustel John V. Field Pitcairn Trust Company Attorney Vice President Discipline: Attorney Discipline: Banking/Trust & Estate Administration 25 Lees Ave One Pitcairn Place, Suite 3000 Collingswood, NJ 08108 Jenkintown, PA 19046 Phone: 856-854-8700 Fax: 856-854-6980 Phone: 215-881-6091 Fax: 215-881-6191

Neil M. Fisch Ronald Fish, CFP, CRPC Linsco/Private Ledger American Express Financial Advisors Branch Manager Senior Financial Advisor Discipline: Investments Discipline: Financial Planning 102 N. Main Street, Unit A 1105 Laurel Oak Road, #142 Cape May Court House, NJ 08210 Voorhees, NJ 08043 Phone: 609-465-9960 Fax: 609-465-9962 Phone: 856-741-8000 Fax: 856-741-8001

Julie B. Fisher Linda A. Fisher, Esq. JP Morgan Private Bank Glenmede Trust Company Vice President Managing Director,Philanthropic Advisory Services Discipline: Banking/Trust & Estate Administration Discipline: Attorney 1650 Market Street, 47th Floor 1650 Market Street, Ste. 1200 Philadelphia, PA 19103-7305 Philadelphia, PA 19103 Phone: 215-640-3520 Fax: 215-640-3690 Phone: 215-419-6722 Fax: 215-419-6647

Page 20 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Alan J. Fishman, CLU, CFP Barbara R. Flacker, Esq. Key Advisors Group Fox Rothschild O'Brien & Frankel LLP Discipline: Insurance Discipline: Attorney 600 Reed Road 2000 Market Street, 10th Floor Broomall, PA 19008 Philadelphia, PA 19103 Phone: 610-359-1050 Fax: 610-353-5846 Phone: 215-299-2846 Fax: 215-299-2150

Gale R. Flandreau, Esq. Harold N. Fliegelman Bryn Mawr Trust Company Fliegelman ElderLaw Vice President Discipline: Attorney Discipline: Attorney 17 East Airy Street 10 S. Bryn Mawr Avenue Norristown, PA 19401 Bryn Mawr, PA 19010 Phone: 610-272-1928 Fax: 610-272-4425 Phone: 610-581-4755 Fax: 610-526-2076

Thomas W. Flynn, III, Esq. Lois R. Fogg, Crawford, Diamond & Flynn LLP PNC Bank N.A. Discipline: Attorney Senior Counsel 124 Bloomingdale Avenue, POB 8333 Discipline: Attorney Radnor, PA 19087 1600 Market Street Phone: 610-688-2727 Fax: 610-688-7802 Philadelphia, PA 19103 Phone: 215-585-7304 Fax: 215-585-7260

Sarah M. Ford, Esq. Thomas M. Forrest CPA, AEP Ford & Buckman P.C. US Trust Company of DE Managing Partner Senior Vice President Discipline: Attorney Discipline: Banking/Trust & Estate Administration 585 Skippack Pike, #100 1300 Market Street, #605 Blue Bell, PA 19422 Wilmington, DE 19801 Phone: 215-628-9000 Fax: 215-628-0205 Phone: 302-428-3510 Fax: 302-428-9615

Albert L. Foster Jr. Esq. Wendy Taylor Foulke McCarter & English, LLP Sotheby's Discipline: Attorney Discipline: Valuation/Appraisal Mellon Bank Center, 1735 Market Street, Ste. 700 18 Haverford Station Road Philadelphia, PA 19103 Haverford, PA 19041 Phone: 215-979-3844 Fax: 215-979-3899 Phone: 610-649-7721

Jill Fowler, Esq. Aaron H. Fox Drinker Biddle & Reath LLP Glenmede Trust Company Discipline: Attorney Senior Trust Officer One Logan Square, 18th & Cherry Streets Discipline: Banking/Trust & Estate Administration Philadelphia, PA 19103-6996 1650 Market Street, #1200 Phone: 215-988-2767 Fax: 215-988-2757 Philadelphia, PA 19103 Phone: 215-419-6161 Fax: 215-419-6198

Richard L. Fox L. Robert Frame Dilworth Paxson LLP Transon/Alderfer Discipline: Attorney Real Estate Consultant 3200 Mellon Bank Center Discipline: Valuation/Appraisal Philadelphia, PA 19103 113 W. Chestnut Street Phone: 215-575-7163 Fax: 215-575-7200 West Chester, PA 19380 Phone: 610-431-3458 Fax: 610-431-2147

Page 21 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) James M. Frank, Esq. Robert L. Franklin, Esq. AXA Advisors, LLC Huntingdon Hodge & Franklin, PC Director of Financial Planning Shareholder Discipline: Financial Planning Discipline: Attorney 40 Monument Road 1500 JFK Boulevard, #1032 Bala Cynwyd, PA 19004 Philadelphia, PA 19102 Phone: 610-660-4378 Fax: 610-668-2074 Phone: 215-523-7900 Fax: 215-523-7911

Robert L. Freedman, Esq. Marc R. Friedant Dechert Penn Hudson Financial Group, Inc. Discipline: Attorney Managing Director 1717 Arch Street, #4000 Discipline: Other Philadelphia, PA 19103 1515 Market Street, Suite 1225 Phone: 215-994-2558 Fax: 215-994-5125 Philadelphia, PA 19102 Phone: 215-568-4556 Fax: 215-568-4844

Robert I. Friedman, Esq. Sidney A. Friedman Wolf Block Corporate Financial Services Discipline: Attorney President 1650 Arch Street, 22nd Floor Discipline: Insurance Philadelphia, PA 19103 1700 Market Street, 32nd Floor Phone: 215-977-2090 Fax: 215-405-2990 Philadelphia, PA 19103 Phone: 215-875-8707 Fax: 215-875-8623

Stephen H. Frishberg, Esq. Vivian Yu-Ge Fu Flamm Boroff & Bacine, P.C. Fu's Insurance and Financial Services Discipline: Attorney Discipline: Insurance 925 Harvest Drive #200 10 Main Avenue, 1st Floor Blue Bell, PA 19422 Berwyn, PA 19312 Phone: 215-239-6005 Fax: 215-239-6060 Phone: 610-640-9822 Fax: 610-640-9826

David Fuhrman Jeffrey Fuller Fuhrman Management Associates Jeffrey Fuller Fine Art, Ltd. Discipline: Investments Discipline: Valuation/Appraisal 602 Office Center Drive, Suite 115 730-32 Carpenter Lane Fort Washington, PA 19034 Philadelphia, PA 19119 Phone: 215-619-4004 Fax: 215-619-3611 Phone: 215-991-1900 Fax: 215-991-0900

Brian J. Gabreski Christopher H. Gadsden, Esq. PNC Advisors Gadsden Schneider & Woodward LLP Vice President Partner Discipline: Banking/Trust & Estate Administration Discipline: Attorney 1600 Market Street, 6th Floor 700 South Henderson Road, Ste. 345 Philadelphia, PA 19103 King of Prussia, PA 19406 Phone: 215-585-4654 Fax: 215-585-8552 Phone: 484-683-2623 Fax: 484-683-7279

John J. Gallagher, Jr., RHU Robert J. Gallagher Securian Advisor Services First Union/Calibre Discipline: Insurance Vice President 800 Kings Highway North #100 Discipline: Banking/Trust & Estate Administration Cherry Hill, NJ 08034 1500 Market Street, Centre Square West, 20th Floor Phone: 609-482-8300 Fax: 609-482-6766 Philadelphia, PA 19102 Phone: 215-973-3143 Fax: 215-973-3191

Page 22 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Swati Gandhi, CPA Jane Gardner, CLU,ChFC Discipline: Accountant Baldwin Insurance Management LLC 5 Rogers Road Managing Director Far Hills, NJ 07931 Discipline: Insurance Phone: 908-781-7598 Fax: 908-781-7591 658 Lakeview Circle Newtown Square, PA 19073 Phone: 610-353-3746 Fax: 610-353-3764

David L. Garfield, CFP,CDP John C. Garner, Esq. Garfield Consulting Group, Inc. Rittenhouse Trust Company Discipline: Financial Planning Vice President 1307 Whitehorse Road, Bldg. B Discipline: Attorney Voorhees, NJ 08043 3 Radnor Corp. Center #420 Phone: 609-770-0009 Fax: 609-770-0053 Radnor, PA 19087-4599 Phone: 610-995-8720 Fax: 610-995-8796

John P. Garniewski, Jr. Herbert D. Gedrich, Esq. Gunnip & Company Herbert D. Gedrich, P.C. Discipline: Accountant Esquire 2751 Centerville Road, Suite 300 Discipline: Attorney Wilmington, DE 19808 2417 Spruce Street Phone: 302-225-5122 Fax: 302-225-5100 Philadelphia, PA 19103 Phone: 215-568-4443 Fax: 215-732-4533

Gayland T. Gee, Esq. Irv E. Geffen Charlestown Capital Management Jewish Federation of Greater Philadelphia Chief Investment Officer Vice President of Development and External Affairs Discipline: Investments Discipline: Charitable Planned Giving 28 Valley Beech Lane 2100 Arch Street Malvern, PA 19355 Philadelphia, PA 19103 Phone: 610-827-7872 Fax: 610-827-9235 Phone: 215-832-0860 Fax: 215-832-0510

Robert C. Gerhard III Mordecai Gerson, MSFS, ChFC, CLU Gerhard & Gerhard Law Offices John Hancock Financial Services Discipline: Attorney Brokerage Manager 222 S. Easton Road, Suite 104 Discipline: Insurance Phone: 215-885-6780 Fax: 215-885-6784 191 Presidential Blvd., Apt. 402 Bala Cynwyd, PA 19004 Phone: 610-940-1000 x121 Fax: 610-832-9873

Mitchell Gerstein, CPA Douglas Getty Ostroff Fair & Co., PC CMS Companies Shareholder Associate Discipline: Accountant Discipline: Financial Planning 2260 Butler Pike, #100 1926 Arch Street Plymouth Meeting, PA 19462-1422 Philadelphia, PA 19103 Phone: 610-260-9711 Fax: 484-530-1202 Phone: 215-246-3278 Fax: 215-405-5031

John P. Giangiulio, Jr., CPA, Esq. Albert E. Gibbons, CLU, CHFC, AEP Penn Hudson Financial Group AEG Financial Services Senior Vice President President Discipline: Other Discipline: Insurance 1515 Market Street, Suite 1225 1288 Valley Forge Road, #53 Philadelphia, PA 19102 Phoenixville, PA 19460 Phone: 215-568-4556 Fax: 215-568-4844 Phone: 610-917-8940 Fax: 610-917-8962

Page 23 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Lawrence F. Gilberti, Esq. Eugene H. Gillin, Esq. Reed Smith LLP Harkins and Harkins Discipline: Attorney Discipline: Attorney One Liberty Place, #2500 123 South Broad Street, #2102 Philadelphia, PA 19103 Philadelphia, PA 19109-1090 Phone: 215-851-8155 Fax: 215-851-1420 Phone: 215-546-2653 Fax: 215-546-5670

Jack Ginter Meyer S. Glasberg, Esq. First Union/Wachovia Wealth Management Discipline: Attorney Discipline: Banking/Trust & Estate Administration 5 St. James Court PA 1207, 123 S. Broad Street, 5th Floor Philadelphia, PA 19106 Philadelphia, PA 19109 Phone: 215-923-6886 Phone: 215-670-7540 Fax: 215-670-7580

Bernard Glassman, Esq. Christopher Gleeson,MSFS, CLU, ChFC, AEP Blank Rome Comisky & McCauley LLP Trinity Financial Planners Partner Principal Discipline: Attorney Discipline: Financial Planning One Logan Square 137 Pennsylvania Avenue Philadelphia, PA 19103-6998 Wayne, PA 19087 Phone: 215-569-5571 Fax: 215-832-5571 Phone: 610-687-8040 Fax: 610-687-8041

Edward Glickman Judith P Gloster Wolf Block Mellon Bank Partner Portfolio Officer Discipline: Attorney Discipline: Banking/Trust & Estate Administration 1650 Arch Street, 22nd Floor 1735 Market Street,AIM#193-0385 Philadelphia, PA 19103 Philadelphia, PA 19103 Phone: 215-977-2104 Fax: 215-405-3704 Phone: 215-553-3047 Fax: 215-553-2141

David R. Glyn Alan Marl Gochman Wolf Block Klaris Thomson & Schroeder, Inc. Attorney Senior Valuation Consultant Discipline: Attorney Discipline: Valuation/Appraisal 1650 Arch Street, 22nd Floor 229 Glen Arbor Road Philadelphia, PA 19103 Havertown, PA 19083 Phone: 215-977-2106 Fax: 215-405-3706 Phone: 610-446-8992 Fax: 610-446-7727

Barbara J. Gohn Marc Goldberg Deutsche Bank Trust Company Americas Rosenfelt Siegel & Goldberg Vice President President Discipline: Investments Discipline: Accountant 2 Logan Square, Suite 2424 33 Rock Hill Road, Ste. 100 Philadelphia, PA 19103 Bala Cynwyd, PA 19004 Phone: 215-832-3254 Fax: 215-864-9984 Phone: 610-667-2060 Fax: 610-667-5281

Michael S. Goldberg Michael Golden CMS Companies Shared Equity Strategies, Inc. Senior Associate Principal Discipline: Insurance Discipline: Other 1926 Arch Street 7318 Germantown Avenue Philadelphia, PA 19103 Philadelphia, PA 19119 Phone: 215-246-3008 Fax: 215-246-3083 Phone: 215-242-5200 Fax: 215-248-2288

Page 24 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Timothy P. Golden Sonny Goldfin Standard & Poor's Cooperate Value Consulting Goldfin, Jones & Associates, LLC Managing Director Discipline: Insurance Discipline: Valuation/Appraisal 532 Old Marlton Pike, #245 2001 Market Street, Suite 1700, Two Commerce Square Marlton, NJ 08053 Philadelphia, PA 19103 Phone: 609-330-6164 Fax: 609-797-6587 Phone: 267-330-3010 Fax: 267-330-4531

Andrew A. Goldman, CLU, ChFC Daphne Goldman, Esq. RubinGoldman & Associates Blank Rome Comisky & McCauley LLP Discipline: Insurance Discipline: Attorney 40 Monument Road One Logan Square Bala Cynwyd, PA 19004 Philadelphia, PA 19103-6998 Phone: 610-660-4498 Fax: 610-660-4017 Phone: 215-569-5574 Fax: 215-832-5574

Jerry S. Goldman Joel A. Goodhart, LUTCF, CLTC,RFC Law Offices of Jerry S. Goldman & Associates, P.C. Creative Financial Group Discipline: Attorney Senior Partner 111 Broadway, 13th Floor Discipline: Insurance New York, NY 10006 16 Campus Blvd, Suite 200 Phone: 212-242-2232 Fax: 212-346-4665 Newtown Square, PA 19073 Phone: 610-325-6283 Fax: 610-325-6230

Warren B. Goodman, Jr., CLU, CHFC Russell Gordon Executive Benefits Financial Group Goldenberg Rosenthal LLP Discipline: Insurance Discipline: Accountant 40 Monument Road 101 West Avenue Bala Cynwyd, PA 19004 Jenkintown, PA 19046 Phone: 610-660-4104 Fax: 610-660-4545 Phone: 215-881-8829 Fax: 215-881-8229

Robert Gorovitz Jan D. Gotshall, MSM, CFP KPMG LLP GM Financial Planners Tax Manager President Discipline: Financial Planning Discipline: Investments 1601 Market Street 49 Chestnut Road Philadelphia, PA 19103 Paoli, PA 19301 Phone: 267-256-1874 Fax: 267-256-8504 Phone: 610-644-0101 Fax: 610-640-9646

Ralph M. Gotshall, CFP, CSSC Charles Brown Grace, III GM Financial Planners Ashbridge Investment Management, LLC Vice President Discipline: Investments Discipline: Investments One South Broad Street, 223rd Floor 49 Chestnut Road Philadelphia, PA 19107 Paoli, PA 19301 Phone: 215-568-9919 Fax: 215-568-0558 Phone: 610-644-0101 Fax: 610-640-9646

Arnold Graf, CLU, CFP, ChFC,RFC Bayard M. Graf, Esq. NEBSCO Financial Services, Ltd. Graf & Graf President Discipline: Attorney Discipline: Financial Planning 162 Beaumont Road PO Box 397 Devon, PA 19333-1849 Newtown Square, PA 19073 Phone: 610-688-4849 Fax: 610-688-4945 Phone: 610-356-3332 Fax: 610-356-0308

Page 25 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Bayard H. Graf Brian Grant Graf & Graf, P.C. Premier Financial Group Attorney President Discipline: Attorney Discipline: Insurance 993 Old Eagle School Rd., #215 1522 Old York Road Wayne, PA 19089 Abington, PA 19001 Phone: 610-975-0122 Fax: 610-687-8830 Phone: 215-887-4750 Fax: 215-887-4754

Isla Grant Bonita Green U.S. Trust Company Mellon Bank Senior Vice President Portfolio Officer Discipline: Banking/Trust & Estate Administration Discipline: Banking/Trust & Estate Administration 100 West Lancaster Avenue, #200 1735 Market St AIM 193-0385 Wayne, PA 19087 Philadelphia, PA 19103 Phone: 610-971-7938 Fax: 610-902-9138 Phone: 215-553-4469 Fax: 215-553-2141

Dennis P. Green, Esq. Amy Greenberg PNC Advisors Fleet M&A Advisors Vice President Vice President Discipline: Banking/Trust & Estate Administration Discipline: Valuation/Appraisal 312 Route 38 1600 JFK Blvd., Suite 1200 Moorestown, NJ 08057 Philadelphia, PA 19102 Phone: 609-755-5706 Fax: 609-755-5075 Phone: 267-675-0286 Fax: 267-675-0312

Howard Greenberg J. Richard Greenstein, Esq. Semanoff, Ormsby, Greenberg, & Torchia LLC Hepburn Willcox Hamilton & Putnam Member Discipline: Attorney Discipline: Attorney 1100 One Penn Center 610 Old York Road Philadelphia, PA 19103 Jenkintown, PA 19046 Phone: 215-568-7500 Fax: 215-751-9044 Phone: 215-887-0200 Fax: 215-887-5356

Francis J. Grey, CPA John P. Grimes, CLU, ChFC Francis J. Grey, CPA American College Owner Associate Vice President Discipline: Accountant Discipline: Education 10 Manchester Ct. 270 Bryn Mawr Avenue Berwyn, PA 19312-1863 Bryn Mawr, PA 19010 Phone: 610-647-8925 Fax: 610-254-5290 Phone: 610-526-1455 Fax: 610-526-1215

Rachel Gross Sue Grovatt Jewish Federation of Greater Philadelphia Wachovia Bank Endowment Officer Assistant Vice President, Trust Advisor Discipline: Charitable Planned Giving Discipline: Banking/Trust & Estate Administration 2100 Arch Street, 6th Floor 123 S. Broad Street Philadelphia, PA 19103 Philadelphia, PA 19109 Phone: 215-832-0572 Fax: 216-832-0503 Phone: 215-670-4060 Fax: 215-670-4006

Arthur J. Grugan Linda Guendelsberger Fleet Bank Fishbein & Company, P.C. Senior Vice President Discipline: Accountant Discipline: Banking/Trust & Estate Administration 8080 Old York Road,Elkins Park Square,Ste 200 1600 JFK Blvd., Ste. 1100 Elkins Park, PA 19027 Philadelphia, PA 19103 Phone: 215-635-3100 Fax: 215-635-5788 Phone: 267-675-0370 Fax: 267-675-0398

Page 26 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Laurene Allison Gunther, Esq. R. Victor Haas, Jr. ASA CPA Alexander & Pelli, LLP Haas Business Valuation Services Discipline: Attorney President One Penn Center #1100 Discipline: Valuation/Appraisal Philadelphia, PA 19103 44 W. Lancaster Avenue, Suite 235 Phone: 215-564-6400 Fax: 215-564-6852 Ardmore, PA 19003 Phone: 610-642-5643 Fax: 610-642-5682

Margita Hablak Craig G. Hacker MetLife Financial Services Glenmede Trust Company Discipline: Financial Planning Vice President 10000 Lincoln Drive West Discipline: Banking/Trust & Estate Administration Marlton, NJ 08053 One Liberty Place,1650 Market Street, Suite 1200 Phone: 856-596-0351 Fax: 856-596-6539 Philadelphia, PA 19103 Phone: 215-419-6091 Fax: 215-419-6196

G. Victor Hallman III David Haman, CLU, ChFC, CFP Wharton School,Univ. of PA Eagles Strategies Corp. Lecturer & Associate Director Discipline: Financial Planning Discipline: Education 555 East City Ave., Suite 800 3641 Locust Walk Bala Cynwyd, PA 19004 Philadelphia, PA 19104-6218 Phone: 610-660-7172 Fax: 610-664-7270 Phone: 215-898-7764 Fax: 215-898-0310

Michael P. Haney, Esq. Michael Hanzelik, ASA Haney & Hecht Discipline: Valuation/Appraisal Discipline: Attorney 1955 Lycoming Avenue 70-5 E. Swedesford Road Abington, PA 19001 Malvern, PA 19355 Phone: 215-657-6862 Phone: 610-644-8812 Fax: 610-644-7988

Susan M. Harmon, Esq. Angelique R. Harris Discipline: Attorney The Vanguard Group One Belmont Avenue, #605 Discipline: Charitable Planned Giving Bala Cynwyd, PA 19004-1609 P.O. Box 709, 233 Phone: 610-668-5160 Fax: 610-667-3706 Valley Forge, PA 19482 Phone: 610-503-7021 Fax: 610-669-6766

Philip Harris John S. Harrison, Esq. Financial Integrity Resources Management LLP Glenmede Trust Company President Senior Trust Officer Discipline: Financial Planning Discipline: Banking/Trust & Estate Administration 1601 Market Street, Suite 1010 One Liberty Place, #1200 Philadelphia, PA 19103 Philadelphia, PA 19103 Phone: 215-557-7622 Fax: 215-557-7632 Phone: 215-419-6675 Fax: 215-419-6786

Sarah B. Harrity Edmund L. Harvey, Jr. Esq. The Rittenhouse Trust Company Teeters & Harvey Trust Administrator Discipline: Attorney Discipline: Banking/Trust & Estate Administration Eleven Penn Center,1835 Market Street 3 Radnor Corporate Center, Suite 450 Philadelphia, PA 19103-2968 Radnor, PA 19087 Phone: 215-567-2030 Fax: 215-567-0588 Phone: 610-995-8770 Fax: 610-995-8793

Page 27 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Mark W. Haslam, CFP Gerald M. Hatfield, Esq. PNC Advisors Fox Rothschild O'Brien & Frankel, LLP Vice President Discipline: Attorney Discipline: Banking/Trust & Estate Administration 2000 Market Street, 10th Floor 1600 Market Street, 6th Floor Philadelphia, PA 19103-3291 Philadelphia, PA 19103 Phone: 215-299-2174 Fax: 215-299-2150 Phone: 215-585-8789 Fax: 215-585-4793

J. Stoddard Hayes, Jr. Peter R. Hecht Gollatz Griffin & Ewing, PC UBS PaineWebber Discipline: Attorney Divisional Vice President-Investments POB 796, 213 W. Miner St. Discipline: Investments West Chester, PA 19381-0796 701 Rt. 73 So. #410, Marlton Executive Park Phone: 610-692-9116 Fax: 610-692-9177 Marlton, NJ 08053 Phone: 856-985-7905 Fax: 856-985-2040

Suzanne Hecht, Esq. Leslie Heffernen, Esq. Haney & Hecht Heffernen Law Offices Discipline: Attorney Discipline: Attorney 70-5 E. Swedesford Road, Trinity Corporate Center 1854 Sandy Hill Road, POB 773 Malvern, PA 19355 Plymouth Meeting, PA 19462-0773 Phone: 610-644-8060 Fax: 610-644-7988 Phone: 610-277-7400 Fax: 610-272-6297

Shirin Heidary Paul C. Heintz, Esq. Credit Suisse First Boston Obermayer Rebmann Maxwell & Hippel Discipline: Investments Discipline: Attorney 401 City Line Avenue, Suite 110 One Penn Center 19th floor Bala Cynwyd, PA 19004 Philadelphia, PA 19103 Phone: 610-617-5931 Fax: 610-617-5960 Phone: 215-665-3212 Fax: 215-665-3165

Christopher J. Heiser, CFP Eileen Heisman American Express Financial Advisors National Philanthropic Trust Senior Financial Advisor President Discipline: Financial Planning Discipline: Charitable Planned Giving 707 White Horse Road, Unit C102 165 Township Line Road, Suite 150 Voorhees, NJ 08043 Jenkintown, PA 19046 Phone: 856-784-7990x223 Fax: 856-784-7994 Phone: 215-277-3020 Fax: 215-277-3029

Rick Hellberg Jay L. Heller Peter Alexander Financial HJ Financial Group President President Discipline: Financial Planning Discipline: Accountant 15 Union Hill Road 1000 Germantown Pike, Suite H-1 Conshohocken, PA 19428 Plymouth Meeting, PA 19462 Phone: 610-940-1441 Fax: 610-940-1446 Phone: 610-272-4700 Fax: 610-272-6785

John E.Hempstead, ASA Raymond Hemstreet Hempstead & Co., Inc. Manulife Financial Managing Director Account Executive Discipline: Valuation/Appraisal Discipline: Investments 807 Haddon Avenue 701 Lee Road, Ste. 303 Haddonfield, NJ 08033 Wayne, PA 19087 Phone: 609-795-6026 Fax: 609-795-4911 Phone: 610-640-1220 ext. 203 Fax: 610-640-1830

Page 28 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Glenn A. Henkel David L. Herrmann Kulzer & DiPadova Archer & Greiner, PC Discipline: Attorney Discipline: Attorney 76 Euclid Ave One Centennial Square Haddonfield, NJ 08033 Haddonfield, NJ 08033 Phone: 856-795-7744 Fax: 856-795-8982 Phone: 856-354-3088 Fax: 856-795-0574

Carol Hershey Hal S. Hershgordon Northwestern Human Services Private Client Advisor Coordinator - SCA Discipline: Financial Planning Discipline: Other 1512 Aidenn Lair Road 370 Reed Road, Suite 214 Maple Glen, PA 19002 Bromall, PA 19008 Phone: 215-542-9564 Phone: 610-946-0100 Fax: 610-946-0102

John Heuisler, CLU Thomas P. Hewell, Jr., CLU, ChFC Salomon Smith Barney Jefferson Pilot Financial Vice President Sales Vice President Discipline: Investments Discipline: Insurance 1650 Market Street P.O. Box 3668 Philadelphia, PA 19103 Allentown, PA 18106 Phone: 215-854-6153 Fax: 215-854-6043 Phone: 800-399-0700 Fax: 610-966-2866

Frederick G. Higham, Jr. James W. Higley Trans America Eames Financial Agent Principal Discipline: Insurance Discipline: Financial Planning 23 Paoli Pike, P.O.Box 247 1922 Appaloosa Road Paoli, PA 19301 Warrington, PA 18976 Phone: 610-647-5015 x133 Fax: 610-647-2777 Phone: 215-491-9450 Fax: 215-491-9450

Thomas Hiscott, Esq. Jonathan R. Hoffman, CPA Heckscher Teillon Terrill & Sager Isdaner & Company LLC Discipline: Attorney Director-Trust Services 100 Four Falls Corporate Ctr., #300 Discipline: Accountant W. Conshohocken, PA 19428 Three Bala Plaza, #501W Phone: 610-940-4179 Fax: 610-940-6042 Bala Cynwyd, PA 19004 Phone: 610-668-4200 Fax: 610-667-4329

Charles Hollander Frank A.Hollick Corporate Financial Services Cradel of Liberty Council/ Boy Scouts Discipline: Financial Planning Vice President Planned Giving 1700 Market Street, 32nd Floor Discipline: Charitable Planned Giving Philadelphia, PA 19103 22nd & Winter Streets Phone: 215-875-8631 Fax: 215-599-4021 Philadelphia, PA 19103 Phone: 215-988-9811 Fax: 215-988-9825

Robert C. Holmes III CLU, ChFC,AEP Nicholas A. Holt Holmes Group Value Concepts Discipline: Insurance Managing Director 510 Walnut Street, Suite 999 Discipline: Valuation/Appraisal Philadelphia, PA 19106 8787 Duveen Drive Phone: 215-440-3630 Fax: 215-440-3689 Wyndmoor, PA 19038-7453 Phone: 215-836-0419 Fax: 215-836-0412

Page 29 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) John C. Hook, Esq. Colleen Horner Stradley Ronon Stevens & Young Nationwide Provident Discipline: Attorney Distribution Director 2600 One Commerce Square Discipline: Other Philadelphia, PA 19103 1000 Chesterbrook Blvd. Phone: 215-564-8057 Fax: 215-564-8120 Berwyn, PA 19312 Phone: 610-407-1031 Fax: 302-452-7232

Peter Horty Selwyn A. Horvitz, Esq. Commonwealth Trust Company Horvitz Richards LLP President Discipline: Attorney Discipline: Banking/Trust & Estate Administration 1800 JFK Blvd., #1601 P.O. Box 350 Philadelphia, PA 19103 Wilmington, DE 19899-0350 Phone: 215-564-8200 Fax: 215-564-9798 Phone: 302-658-7214 Fax: 302-658-7219

Cinde Houras Kelly C. Hourican, Esq. New York Life Reardon & Associates Financial Planner Discipline: Attorney Discipline: Insurance 995 Old Eagle School Rd., #301 555 E. City Line Avenue, 8th Floor Wayne, PA 19087 Bala Cynwyd, PA 19004 Phone: 610-687-3942 Fax: 610-687-5817 Phone: 610-660-7190 Fax: 610-660-7270

Kenneth W. Houser, Sr. P. Stephen Houser Lincoln Investment Planning Inc. Planning Solutions Advantage LLC Financial Representative President Discipline: Financial Planning Discipline: Financial Planning 3260 Hearthstone Pl. 909 Sumneytown Pike, Ste. 102 Bensalem, PA 19020 Spring House, PA 19477 Phone: 215-702-0428 Fax: 215-702-9583 Phone: 215-540-9260 Fax: 215-540-0129

Evelyn G. Howard Michael Howitz Brown Brothers Harriman Trust Company Of PA Glenmede Trust Company Vice President Vice-President Discipline: Attorney Discipline: Banking/Trust & Estate Administration 1531 Walnut Street One Liberty Place, #1200 Philadelphia, PA 19102-3098 Philadelphia, PA 19103-7391 Phone: 215-587-6314 Fax: 215-587-6319 Phone: 215-419-6143 Fax: 215-419-6198

Angela V. B. Hudson John B. Huffaker, Esq. Sotheby's Pepper Hamilton LLP Senior Vice President/Regional Director Discipline: Attorney Discipline: Valuation/Appraisal 899 Cassatt Rd., 400 Berwyn Park, 3rd Floor 18 Haverford Station Road Berwyn, PA 19312 Haverford, PA 19041 Phone: 610-640-7832 Fax: 610-640-7835 Phone: 610-649-2600 Fax: 610-649-7995

Cristina Hug Anne Marie Hughes Goldman, Sachs & Co. Wachovia Corporation Discipline: Investments Discipline: Banking/Trust & Estate Administration 1735 Market Street 123 So. Broad Street, PA 1207 Philadelphia, PA 19103 Philadelphia, PA 19109 Phone: 215-656-7843 Fax: 215-656-7853 Phone: 215-670-7518 Fax: 215-670-7580

Page 30 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Jean E. Hunt Jack E. Hunter, Jr., CPA Pennsylvania Trust Co. Howe Keller & Hunter P.C. Vice President Shareholder Discipline: Banking/Trust & Estate Administration Discipline: Accountant 5 Radnor Corporate Center, Suite 450 215 South Broad Street Radnor, PA 19087 Philadelphia, PA 19107 Phone: 610-975-4314 Fax: 610-975-4324 Phone: 215-893-9112 Fax: 215-893-9120

Susan Deane Hunter, Esq. Martha R. Hurt, Esq. Discipline: Attorney Saul Ewing LLP 100 Greenwood Avenue Discipline: Attorney Wyncote, PA 19095 Centre Square West, 38th Fl. Phone: 215-885-3301 Fax: 215-886-5030 Philadelphia, PA 19102 Phone: 215-972-7822 Fax: 215-972-1852

William C. Hussey, II, Esq. Ellen Iannelli White and Williams LLP Vanguard National Trust Co. Associate Trust Administrator Discipline: Attorney Discipline: Banking/Trust & Estate Administration 1800 One Liberty Place, 1650 Market Street P.O. Box 709, Mail Code- #225 Philadelphia, PA 19103 Valley Forge, PA 19482 Phone: 215-864-6257 Fax: 215-789-7657 Phone: 1-800-567-5163 ext37254 Fax: 1-800-549-9689

Jennifer J. Immel, Esq. Marianne Inforzato PNC Advisors The Fairman Group Vice President Principal Discipline: Attorney Discipline: Financial Planning 1600 Market Street 300 Berwyn Park, Suite 202 Philadelphia, PA 19103 Berwyn, PA 19312 Phone: 215-585-4122 Fax: 215-585-7268 Phone: 610-889-7300 Fax: 610-889-7326

Charles Ingersoll Michael Ingraham Rittenhouse Trust Company Citigroup Trust Executive Vice President Vice President Discipline: Banking/Trust & Estate Administration Discipline: Banking/Trust & Estate Administration 3 Radnor Corporate Center, #450 301 E. Germantown Pike, Suite 100 Radnor, PA 19087-4546 E. Norriton, PA 19401 Phone: 610-995-8716 Fax: 610-995-8793 Phone: 610-278-1900 Fax: 610-277-9869

Paul Irwin Lawrence A. Isdaner Pitcairn Trust Company Isdaner & Company LLC Senior Vice President Founding Member Discipline: Banking/Trust & Estate Administration Discipline: Accountant One Pitcairn Place, #3000 3 Bala Plaza # 501 West Jenkintown, PA 19046-3593 Bala Cynwyd, PA 19004-3484 Phone: 215-881-6147 Fax: 215-881-6092 Phone: 610-668-4200 Fax: 610-667-4329

Scott Isdaner Anthony Ivanoski, MST, CPA, CFS, CFP, CVA,CSA, CLU Isdaner & Company LLC Anthony Ivanoski Financial Services Tax Member Owner Discipline: Accountant Discipline: Financial Planning 3 Bala Plaza, # 501 West 589 Bethlehem Pike, Ste. 1500 Bala Cynwyd, PA 19004-3484 Montgomeryville, PA 18936 Phone: 610-668-4200 Fax: 610-667-4329 Phone: 215-822-8220 Fax: 215-822-8228

Page 31 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Ralph C. Ivory F. Warren Jacoby, Esq. Vanguard Group Cozen O'Conner Sales Executive Counsel Discipline: Investments Discipline: Attorney P.O. Box 709 1900 Market St., The Atrium Valley Forge, PA 19482-0709 Philadelphia, PA 19103 Phone: 800-567-5160x0709 Fax: 800-998-2618 Phone: 215-665-2154 Fax: 215-665-4798

Carolyn Jaeger Michael A. James Gift Planning Specialist PricewaterhouseCoopers LLP Discipline: Charitable Planned Giving Manager 825 Black Rock Road Discipline: Financial Planning Gladwyne, PA 19035 Two Commerce Sq.,Ste.1700 2001 Market St. Phone: 610-896-4644 Philadelphia, PA 19103 Phone: 267-330-6366 Fax: 267-330-4124

William James Madeline T. Janowski, CPA Smart Financial Advisors Asher & Company, LTD Vice President Discipline: Accountant Discipline: Financial Planning 1845 Walnut Street 92 W. Lancaster Avenue Philadelphia, PA 19103-4755 Devon, PA 19333 Phone: 215-564-1900 Fax: 215-564-3940 Phone: 610-947-2002 Fax: 610-947-1910

Anthony M. Jasienski Richard E. Javage, Jr. Esq. Mellon Discipline: Attorney Vice President 3350 Township Line Road Discipline: Banking/Trust & Estate Administration Drexel Hill, PA 19026 Two Greenville Crossing, 4005 Kennett Pike Phone: 610-449-1030 Fax: 610-789-4927 Greenville, DE 19807 Phone: 302-421-2306 Fax: 302-421-3531

Jeffrey Jenei Jerry Jevic MetLife Fahnestock & Co., Inc. Associate Counsel Financial Consultant Discipline: Attorney Discipline: Investments 440 US Highway 22, Ste. 301 1818 Market Street Bridgewater, NJ 08807 Philadelphia, PA 19103 Phone: 908-203-3560 Fax: 908-203-3678 Phone: 215-656-2800 Fax: 215-656-2835

Leanna Johannes, Esq. John J. McCreesh, IV Richard W. Stevens McCreesh McCreesh & McCreesh Associate Discipline: Attorney Discipline: Attorney 7053 Terminal Square One Jenkintown Station, 115 West Ave., Ste. 108 Upper Darby, PA 19082 Jenkintown, PA 19046-2031 Phone: 610-734-2160 Fax: 610-734-2165 Phone: 215-887-4600 Fax: 215-887-4604

Arnold W. Johnsen Charles H. Johnson Mellon Private Asset Management Matrix Capital Markets Group First Vice President Discipline: Investments Discipline: Banking/Trust & Estate Administration 1700 Market Street, Suite 1510 1735 Market Street, 3rd Floor Philadelphia, PA 19103 Philadelphia, PA 19103 Phone: 215-717-0401 x163 Fax: 215-557-7280 Phone: 215-553-2295 Fax: 215-553-2987

Page 32 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Beverly Bernstein Joie Janet Pilling Jolles Elder Connections Wachovia Bank President Vice President Discipline: Other Discipline: Banking/Trust & Estate Administration 433 Wooded Way 3 Beaver Valley Road, 4th Floor, DE 5135 Newtown Square, PA 19073 Wilmington, DE 19803 Phone: 610-355-0186 Fax: 610-355-0231 Phone: 302-477-7651 Fax: 302-477-7677

Martin Jolles Andrea L. Jones Discipline: Valuation/Appraisal Intervention Associates P.O. Box 4433 Executive Director Greenville, DE 19807 Discipline: Other Phone: 1-800-816-1166 Fax: 302-594-0879 P.O. Box 572 Wayne , PA 19087 Phone: 610-254-9001 Fax: 610-254-8916

Don R. Jones Jeffrey Jones Mellon Private Asset Management Goldfin, Jones & Associates, LLC Vice President Discipline: Financial Planning Discipline: Banking/Trust & Estate Administration 94 Dunns Mill Road 1735 Market Street Bordentown, NJ 08505 Philadelphia, PA 19103-7501 Phone: 609-291-1759 Fax: 609-291-8364 Phone: 215-553-3046 Fax: 215-553-2054

Paula M. Jones, Esq. Wanda Jones Davis Bennett Barr Spiess & Prendergast LLP Mellon Discipline: Attorney Asst. Trust Officer 130 West Lancaster Avenue Discipline: Banking/Trust & Estate Administration Wayne, PA 19087 1735 Market Street Phone: 610-688-6200 Fax: 610-688-3887 Philadelphia, PA 19103 Phone: 215-553-2394 Fax: 215-553-2631

C. Kathleen Jordan, CFP Betsy J. Joyce, CPA MBA, MT Prudential Financial Joyce & Associates P.C. Discipline: Investments President 30 South 17th Street 20th Floor Discipline: Accountant Philadelphia, PA 19103 One Glenhardie Corporate Center, 1275 Drummers Lane, #102 Phone: 215-636-1487 Fax: 215-564-7979 Wayne, PA 19087 Phone: 610-687-8200 Fax: 610-687-8224

Jacquelyn M. Steck Kafes Charles Kahn, Jr. Mellon Bank Kahn & Co. Vice President President Discipline: Banking/Trust & Estate Administration Discipline: Valuation/Appraisal 1735 Market Street, AIM #193-0379 1515 Locust Street, #301 Philadelphia, PA 19103 Philadelphia, PA 19102 Phone: 215-553-3041 Fax: 215-553-2141 Phone: 215-735-9800 Fax: 215-735-4717

Edward J. Kaier, Esq. Alan M. Kalish, CLU, RHU Hepburn Willcox Hamilton & Putnam Kalish Financial Services, LLC Discipline: Attorney President 1100 One Penn Center Discipline: Insurance Philadelphia, PA 19103 921 Tyson Ave. Phone: 215-568-7500 Fax: 215-751-9044 Philadelphia, PA 19111-4405 Phone: 215-742-2500 Fax: 215-742-2505

Page 33 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Matthew H. Kamens, Esq. Arnold Kaminer, CLU, ChFC, AEP, RHU Wolf Block Kaminer Financial Group Ltd Discipline: Attorney President 1650 Arch Street, 22nd Floor Discipline: Insurance Philadelphia, PA 19103 1415 Route 70 E. Suite PH-610 Phone: 215-977-2538 Fax: 215-977-2644 Cherry Hill, NJ 08034 Phone: 609-216-0200 Fax: 609-216-0906

James T. Kane, Jr., ChFC, CLU Bart S. Kaplow, MBA,CLU,ChFC,CSA Professional Assoc Consulting Capital Planning Corporation Discipline: Insurance President Two Penn Center Plaza #1820 Discipline: Financial Planning Philadelphia, PA 19102 437 Chestnut Street #608 Phone: 215-568-5230 Fax: 215-568-0204 Philadelphia, PA 19106 Phone: 215-922-5444 Fax: 215-451-6209

Michael Kapustin, CFP, RFC, ChFC Andrew C. Karnavas, CFP Society Hill Financial Planning Mellon Private Asset Mgmt. Principal Portfolio Officer Discipline: Financial Planning Discipline: Investments 10 Radcliffe Avenue 1735 Market Street, 3rd Floor Voorhees, NJ 08043 Philadelphia, PA 19103 Phone: 856-770-0220 Fax: 240-376-0453 Phone: 215-553-4637 Fax: 215-553-4542

Juliana Strong Karnavas David Karr, CFP, CLU, ChFC Glenmede Trust Company Karr Barth Associates Inc. First Vice President Co-President & Managing Partner Discipline: Investments Discipline: Insurance One Liberty Place, #1200 40 Monument Road Philadelphia, PA 19103 Bala Cynwyd, PA 19004 Phone: 215-419-6039 Fax: 215-419-6196 Phone: 610-660-4600 Fax: 610-660-4035

George W. Karr, Jr., CLU Leo J. Karwejna Equitable Life Assurance Society Rittenhouse Trust Company Discipline: Insurance Equity/Fixed Income Trader 40 Monument Road Discipline: Investments Bala Cynwyd, PA 19004 Three Radnor Corporate Center #450 Phone: 610-660-4200 Fax: 610-660-4067 Radnor, PA 19087-4546 Phone: 610-995-8725 Fax: 610-995-8797

Steven J. Katz Stuart Katz, CPA, MST Premier Brokerage Services, Inc. Cogen Sklar LLP President Sr, Manager Discipline: Insurance Discipline: Accountant 604 Harper Avenue 150 Monument Road, #500 Jenkintown, PA 19046 Bala Cynwyd, PA 19004 Phone: 215-517-4080 Fax: 215-517-4087 Phone: 610-668-9700 Fax: 610-668-2181

Warren J. Kauffman David J. Kaufman, Esq. White and Williams LLP Wolf Block Counsel Discipline: Attorney Discipline: Attorney 1650 Arch Street, 22nd Floor One Liberty Place, #1800 Philadelphia, PA 19103 Philadelphia, PA 19103-7395 Phone: 215-977-2148 Fax: 215-977-2334 Phone: 215-864-7092 Fax: 215-789-7594

Page 34 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Harry L. Kaufman, Esq. Susan H. Kavanagh Discipline: Attorney Kavanagh Solutions 1207 Chestnut St. Executive Director Philadelphia, PA 19107-4102 Discipline: Other Phone: 215-564-4905 Fax: 215-564-6516 23 Millstone Drive Newtown, PA 18940 Phone: 215-579-2220 Fax: 215-579-9381

Steven Kavanaugh William G. Kay Haverford College Credit Suisse First Boston Director of Gift Planning Private Advisor Discipline: Charitable Planned Giving Discipline: Investments 370 Lancaster Avenue 401 City Avenue Haverford, PA 19041 Bala Cynwyd, PA 19004 Phone: 610-896-1141 Fax: 610-896-2998 Phone: 610-617-5970 Fax: 610-617-5958

Adam S. Kazan Linda Kazmerski, Esq. Adam S. Kazan, CPA Fox Rothchild CPA Attorney Discipline: Accountant Discipline: Attorney 255 South 17th St., #2304 2000 Market Street, 10th Floor Philadelphia, PA 19103 Philadelphia, PA 19103 Phone: 215-731-0730 Fax: 215-731-0510 Phone: 215-299-2169 Fax: 215-299-2150

Charles P. Keates, Esq. Catherine Keating Hawthorn, PNC Advisors JP Morgan Private Bank Senior Portfolio Manager Managing Director Discipline: Investments Discipline: Banking/Trust & Estate Administration 6022 West Chester Pike One Liberty Place, 47th Floor 1650 Market Street Edgemont, PA 19028 Philadelphia, PA 19103 Phone: 610-640-9551 Fax: 610-640-9554 Phone: 215-640-3450 Fax: 215-640-3690

Stephen Keiser Joseph M. Keleher, CLU, ChFC Wilmington Trust Karr Barth Associates, Inc. Vice President Discipline: Insurance Discipline: Banking/Trust & Estate Administration 40 Monument Road 3rd Floor 1 Liberty Place, 1650 Market Street, Suite 3 Bala Cynwyd, PA 19004 Philadelphia, PA 19103 Phone: 610-660-4330 Fax: 610-660-4020 Phone: 215-419-6598 Fax: 215-419-6579

Harry E. Keller CPA CFP ChFC CLU MBA D. Scott Kelley, Esq. Keller Financial Network Discipline: Attorney President/Founder 21 Elliott Avenue Discipline: Financial Planning Bryn Mawr, PA 19010 4 Pear Tree Lane Phone: 610-525-4161 Fax: 610-525-4163 Lafayette Hill, PA 19444 Phone: 610-825-5521 Fax: 610-825-8782

Lawrence J. Kelly, CLU, ChFC Michael Kelly Discipline: Financial Planning Ashbridge Investment & Management P.O.Box 743 Discipline: Investments Gwynedd Valley, PA 19437 One S. Broad Street, 23rd Floor Phone: 215-957-6300 Fax: 215-654-7090 Philadelphia, PA 19107 Phone: 215-568-6610 Fax: 215-568-0558

Page 35 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) W. Thomas Kelly, ChFC, CLU Thomas P. Kelly Discipline: Insurance Financial Options Inc. P.O. Box 210 Discipline: Financial Planning Mirror Lake, New Hampshire 03853 3000 Atrium Way , Suite 249 Phone: 603-569-8283 Fax: 603-569-1595 Mt. Laurel, NJ 08054 Phone: 609-778-8200 Fax: 215-322-1755

William B. Kelly, III Joseph R. Kempter PNC Advisors Kempter Holdren & Associates Vice President Principal Discipline: Banking/Trust & Estate Administration Discipline: Accountant 1600 Markeet Street, 6th Floor 701 Lakeside Dr.POB 250 Philadelphia, PA 19103 Southampton, PA 18966 Phone: 215-585-8671 Fax: 215-585-8730 Phone: 215-953-0400 Fax: 215-953-1883

Peter W. Kendall, Esq. Michael B. Kennedy, CPA Peter W. Kendall, Esq., P.C. PricewaterhouseCoopers LLP Discipline: Attorney Tax Partner P.O. Box 619 Discipline: Accountant Fort Washington, PA 19034 Two Commerce Sq.,Ste.1700 2001 Market Street Phone: 215-643-7780 Fax: 215-643-7865 Philadelphia, PA 19103 Phone: 267-330-6075 Fax: 267-330-4124

George W. Kern, Esq. Edward Kessel, Esq. Swartz, Campbell, & Detweiler Pepper Hamilton LLP Associate of Counsel Discipline: Attorney Discipline: Attorney One South Church Street, Suite 400 3000 Two Logan Square, 18th & Arch Streets West Chester, PA 19382 Philadelphia, PA 19103-2799 Phone: 610-692-9500 Fax: 610-692-4936 Phone: 215-981-4519 Fax: 215-981-4750

William H. Ketterlinus, CPA Brenda Kincaid Discipline: Accountant Wachovia Bank 2539 South 16th Street Vice President, Personal Trust Administrator Philadelphia, PA 19145 Discipline: Banking/Trust & Estate Administration Phone: 215-463-8373 123 S. Broad St. Philadelphia, PA 19109 Phone: 215-670-4063 Fax: 215-670-4006

David H. Kinley, Jr., Esq. Steven R. Klammer, Esq. Discipline: Attorney Davidson Trust Company 263 Tulip Tree Court Executive Vice President Blue Bell, PA 19422 Discipline: Banking/Trust & Estate Administration Phone: 215-563-0467 Fax: 215-557-8006 20 North Waterloo Road Devon, PA 19333-1458 Phone: 610-254-2021 Fax: 610-975-0050

Brian Klazmer Marc S. Klebanoff, CPA Klazmer Financial Group Hoyt Devine & Company Ltd. Discipline: Insurance Tax Partner 123 Old York Road, Suite 200 Discipline: Accountant Jenkintown, PA 19046 Five Station Avenue, P.O. Box 551 Phone: 215-885-4555 Fax: 215-885-4888 Berwyn, PA 19312 Phone: 610-647-3910 x234 Fax: 610-647-2001

Page 36 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Martin I. Kleinman, Esq. Peter Lee Klenk, Esq. Martin I. Kleinman, P.C. Discipline: Attorney Discipline: Attorney 2206 Delancey Place 1518 Walnut Street, 18th Floor Philadelphia, PA 19103 Philadelphia, PA 19102 Phone: 215-790-1095 Fax: 215-790-1096 Phone: 215-790-0303 Fax: 215-732-2758

Phillip Knapper Grace P. Knight, CPA Freeman's Owner Sr. Vice President Discipline: Accountant Discipline: Valuation/Appraisal 3426 Conrad Street 1808 Chestnut Street Philadelphia, PA 19129 Philadelphia, PA 19103 Phone: 215-849-9006 Fax: 215-849-9005 Phone: 215-563-9275 Fax: 215-563-8236

Paul M. Kochis Rosa Kohler Mellon Private Wealth Management PNC Advisors Managing Director Sr. Financial Planner Discipline: Banking/Trust & Estate Administration Discipline: Financial Planning 1735 Market Street, 3rd Floor 1600 Market Street Philadelphia, PA 19103 Philadelphia, PA 19103 Phone: 215-553-1430 Fax: 215-553-1795 Phone: 215-585-6450 Fax: 215-585-7268

Bernice J. Koplin Joseph K. Koplin, CPA Schachtel Gerstley Levine & Koplin, P.C. Joseph K. Koplin, CPA Discipline: Attorney Discipline: Accountant 123 S. Broad Street, Suite 2170 123 S. Broad Street, 21st Fl., Ste 2170 Philadelphia, PA 19109 Philadelphia, PA 19109 Phone: 215-772-1700 Fax: 215-772-0312 Phone: 215-923-7644 Fax: 215-772-0312

Shauna Krupnick Henry M. Kuller, Esq. Drinker Biddle & Reath LLP Blank Rome Comisky & McCauley Esquire Partner Discipline: Attorney Discipline: Attorney One Logan Square, 18th & Cherry Sts. One Logan Square Philadelphia, PA 19103-6996 Philadelphia, PA 19103-6998 Phone: 215-988-3330 Fax: 215-988-2757 Phone: 215-569-5560 Fax: 215-569-5555

Theresa A. Kurek Ted Kurlowicz, JD, LLM, CLU, ChFC Mellon Private Asset Management American College Portfolio Officer Associate Professor of Taxation Discipline: Banking/Trust & Estate Administration Discipline: Education 1735 Market Street, 3rd Floor AIM #193-0379 270 Bryn Mawr Avenue Philadelphia, PA 19101 Bryn Mawr, PA 19010 Phone: 215-553-3215 Fax: 215-553-2141 Phone: 610-526-1334 Fax: 610-526-1310

Jill Kyle Linda La Vay Abington Memorial Hospital Wachovia National Bank Director, Fund Development Vice President Discipline: Charitable Planned Giving Discipline: Banking/Trust & Estate Administration 1200 Old York Road 2240 Butler Pike Abington, PA 19001 Plymouth Meeting, PA 19462 Phone: 215-481-4977 Fax: 215-481-8965 Phone: 610-941-6478 Fax: 610-941-3153

Page 37 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Ronald W. Laessig, CLU,ChFC Jane Laffend Fidelity Federal Financial Services Corp. Mellon Bank President Vice President Discipline: Insurance Discipline: Banking/Trust & Estate Administration 555 Virginia Drive P.O. Box 7899 AIM 193-0370 Fort Washington, PA 19034 Philadelphia, PA 19101 Phone: 215-283-9300 Fax: 215-283-9309 Phone: 215-553-3068 Fax: 215-553-4542

David Lafferty, CFP Alan Laken, ChFC, CLU, CFP,CSA Wescott Financial Advisory Group LLC Laken, Kramer, Cafiso, & Pearson Financial Advisor Discipline: Insurance Discipline: Financial Planning 100 West Third Ave., Suite 300, POB 346 One Liberty Place Conshohocken, PA 19428 Philadelphia, PA 19103 Phone: 610-940-1900x107 Fax: 610-940-1914 Phone: 215-979-1606 Fax: 215-979-1622

Michael J. LaMaina, CFP James J. Laman Cornerstone Financial Advisors Stanley Laman Group Financial Advisor Vice President Discipline: Financial Planning Discipline: Insurance 115 Black Horse Pike 1235 Westlakes Suite 295 Haddon Heights, NJ 08035 Berwyn, PA 19312 Phone: 856-546-6505 Fax: 856-546-6170 Phone: 610-993-9100 Fax: 610-993-8382

Mary Ann Lambert Jonathan H. Lander Salomon Smith Barney Inc. Blank Rome Comisky & McCauley LLP Sr. Vice President Partner Discipline: Investments Discipline: Attorney 1650 Maket Street, 45th Floor One Logan Square Philadelphia, PA 19103 Philadelphia, PA 19103 Phone: 215-854-6086 Fax: 215-854-6125 Phone: 215-569-5344 Fax: 215-832-5344

Mitchell D. Landin Gregg Landis Joseph K. Koplin, CPA Mellon Financial Accountant Vice President Discipline: Accountant Discipline: Banking/Trust & Estate Administration 123 S. Broad Street, 21st Floor Two Greenville Crossing, 4005 Kennett Pike Philadelphia, PA 19109 Greenville, DE 19807 Phone: 215-985-3900 Fax: 215-772-0312 Phone: 302-421-2207 Fax: 302-421-2323

Thomas Langdon Heather Lange American College Taylor Ganson & Perrin Professor Attorney Discipline: Attorney Discipline: Attorney 270 S. Bryn Mawr Avenue 160 Federal Street Bryn Mawr, PA 19010-2196 Boston, MA 02110 Phone: 610-526-1354 Fax: 610-526-1359 Phone: 617-772-0438

Robert Lankin Lisa H. Lanphear Raymond James Financial Services, Inc. Saul Ewing LLP Branch Manager Associate Discipline: Investments Discipline: Attorney 633 N. Easton Road Centre Square West, 1500 Market St., 38th Fl. Glenside, PA 19038-5126 Philadelphia, PA 19102 Phone: 215-887-9990 Fax: 215-887-9986 Phone: 215-972-7167 Fax: 215-972-2280

Page 38 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Joseph E. Lastowka, Jr., Esq. Pamela Laudadio CLU Lastowka & Messick P.C. Delaware Valley Financial Corp. Esquire Partner Discipline: Attorney Discipline: Insurance 108 Chesley Drive 2540 Renaissance Blvd. Media, PA 19063 King of Prussia, PA 19406 Phone: 610-565-0330 Fax: 610-565-9363 Phone: 484-322-4429 Fax: 484-322-4529

Andrea S. Lawrence, Esq. Deborah Layton, Esq. Calibre University of PA (Gift Planning) Discipline: Attorney Director of Estates & Trusts Center Square West, 1500 Market Street, 20th Floor Discipline: Charitable Planned Giving Philadelphia, PA 19102 3451 Walnut Street Phone: 215-973-3157 Fax: 215-973-3194 Philadelphia, PA 19104-6285 Phone: 215-898-6171 Fax: 215-573-0197

Frank Lazarus, CLU, ChFC Ronald Lebovits Flanagan Financial Group Zarwin Baum DeVito Kaplan O'Donnell Vice President Discipline: Other Discipline: Insurance 1515 Market Street, Suite 1200 3 Bala Plaza, #500West Phone: 215-569-2800 Fax: 215-569-1606 Bala Cynwyd, PA 19004 Phone: 610-766-3003 Fax: 240-248-1410

James R. Ledwith, Esq. Richard Ledwith, Jr.CLU Pepper Hamilton LLP Ledwith Insurance Corp. Partner Discipline: Insurance Discipline: Attorney Radnor Station Bldg II, #314 290 King of Prussia Road 400 Berwyn Park, 899 Cassatt Road Radnor, PA 19087 Berwyn, PA 19312 Phone: 610-964-8100 Fax: 610-964-8101 Phone: 610-640-7813 Fax: 610-640-7835

Charles T. Lee, III Maurice D. Lee, III, Esq. Brown Brothers Harriman Saul Ewing LLP Vice President Discipline: Attorney Discipline: Investments Centre Square West, 1500 Market St., 38th Fl. 1531 Market Street Philadelphia, PA 19102-2186 Philadelphia, PA 19102 Phone: 215-972-7746 Fax: 215-972-1862 Phone: 215-864-1873 Fax: 215-864-1853

William F. Lee, Jr.,CLU, ChFC Mary LeFever Lee Burke & Malarkey PLI Brokerage, Inc. Discipline: Insurance VP Sales One Radnor Corporate Center #530 Discipline: Insurance Radnor, PA 19087-4515 One Liberty Place, 1500 Market Street, Ste. 2720 Phone: 610-964-0330 Fax: 610-964-0147 Philadelphia, PA 19102 Phone: 267-238-2840 Fax: 267-238-2866

Norman Leibovitz, Esq. Stephen D. Leightman Fox Rothschild O'Brien & Frankel PNC Investments Discipline: Attorney VP/Branch Manager 2000 Market Street, 10th Floor Discipline: Investments Philadelphia, PA 19103 1950 Route 70 Phone: 215-299-2048 Fax: 215-299-2150 Cherry Hill, NJ 08003 Phone: 856-489-2912 Fax: 856-231-0274

Page 39 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Stephan R. Leimberg, Esq. C. Kenneth Leith, CLU, ChFC, AEP Leimberg Information Services, Inc. Leith Group Discipline: Attorney Discipline: Financial Planning 930 Mt. Pleasant Road 13 St. Albans Circle, 2nd Floor Bryn Mawr, PA 19010 Newtown, PA 19073 Phone: 610-527-4712 Fax: 610-525-7518 Phone: 610-359-0380 Fax: 610-359-0382

Judith Lepow, ASA Steven Leshner, MBA, CLU, ChFC,AEP Galman Lepow Assoc Inc. Commonwealth Consulting Group President President Discipline: Other Discipline: Insurance 1879 Old Cuthbert Road, #12 115 West Avenue, #115 Cherry Hill, NJ 08034 Jeninktown, PA 19046 Phone: 856-354-0771 Fax: 856-428-7559 Phone: 215-884-2600 Fax: 215-884-8055

Elizabeth A. Leska Mike Levandowski Wilmington Trust of PA USI Colburn Insurance Service Vice President Account Executive Discipline: Banking/Trust & Estate Administration Discipline: Insurance One Liberty Place, Suite 3150 One International Plaza Ste 400 Philadelphia, PA 19103 Philadelphia, PA 19113 Phone: 215-419-6572 Fax: 215-419-6579 Phone: 610-833-1800 Fax: 610-833-2738

Kenneth J. Levin Philip E. Levin, JD, CFP, AEP Pelino & Lentz, P.C. Provident Mutual Director Senior Advanced Sales Officer Discipline: Attorney Discipline: Insurance 1650 Market Street, 32nd floor 1000 Chesterbrook Blvd. Philadelphia, PA 19103 Berwyn, PA 19312 Phone: 215-246-3172 Fax: 215-665-1536 Phone: 610-407-1709 Fax: 610-407-1982

Robert Levin Ronald J. Levine Corporate Planning Group Schachtel Gerstley Levine & Koplin President Discipline: Attorney Discipline: Insurance 123 S. Broad Street, 21st Fl., Ste. 2170 305 Fellowship Road, Ste. 105 Philadelphia, PA 19109 Mt. Laurel, NJ 08054 Phone: 215-772-1700 Fax: 215-772-0312 Phone: 856-642-2088

Leon L. Levy, CLU, RHU Victor Levy, JD, LLM, CPA, CLU Leon L. Levy & Associates Leon L. Levy & Associates Discipline: Insurance Dir/Estate Plan./Advance Under. The Bellevue, 200 S. Broad St., Ste. 400 Discipline: Insurance Philadelphia, PA 19102 The Bellevue, 200 S. Broad St., Ste. 400 Phone: 215-875-8710 Fax: 215-875-8717 Philadelphia, PA 19102 Phone: 215-875-8710 Fax: 215-875-8717

William R. Levy, Esq. Lynne Rubin Lewitt, Esq. Brown Brothers Harriman Trust Company of PA Wachovia Bank, N.A. Executive Vice President Vice President Discipline: Attorney Discipline: Banking/Trust & Estate Administration 1531 Walnut Street PA 4312 123 S. Broad Street Philadelphia, PA 19102 Philadelphia, PA 19109 Phone: 215-587-6311 Fax: 215-587-6319 Phone: 215-670-3416 Fax: 215-670-3419

Page 40 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Howard Lieberman, CPA Scott M. Lillis Elfand & Associates, PC JP Morgan Private Bank Staff Accountant Vice President Discipline: Accountant Discipline: Investments 501 Office Center Dr., #188 One Liberty Pl., 47th Fl.,1650 Market St. Ft. Washington, PA 19034 Philadelphia, PA 19103 Phone: 215-653-0990 Fax: 215-653-0908 Phone: 215-640-3533 Fax: 215-640-3690

George Limbach Margaret Linette-Gallagher Emerging Growth Equities, Ltd. PNC Bank Senior Vice President Vice President Discipline: Investments Discipline: Banking/Trust & Estate Administration 1150 First Avenue, Suite 600 P.O. Box 42933 King of Prussia, PA 19406 Philadelphia, PA 19103 Phone: 610-783-4276 Fax: 610-783-4275 Phone: 215-585-5921 Fax: 215-585-8730

John Linvill Lester Lipschutz American Financial Group Wolf Block Discipline: Financial Planning Discipline: Attorney 1205 Westlakes Drive 1650 Arch Street, 22nd Floor Berwyn, PA 19312 Philadelphia, PA 19103 Phone: 610-640-7661 Fax: 610-640-7644 Phone: 215-977-2046 Fax: 215-405-2946

Jason P. Lisi Jonathan D. Liss, CLU Legal Internet Solutions, Inc. Financial Concepts & Strategies CEO Discipline: Insurance Discipline: Attorney 3 Bala Plaza, #500 West 217 S. Bonsall Street Bala Cynwyd, PA 19004 Philadelphia, PA 19103 Phone: 610-766-3004 Fax: 610-664-1220 Phone: 215-523-8580 Fax: 215-523-5349

Felicia Katz Livstone Paul Lockwood Jewish Federation of Gr. Philadelphia Prudential Securities Endowment Associate Senior Vice President Investments Discipline: Charitable Planned Giving Discipline: Investments 2100 Arch Street, 6th Floor 940 Haverford Rd., 2nd Floor Philadelphia, PA 19103 Bryn Mawr, PA 19010 Phone: 215-832-0891 Fax: 267-256-2082 Phone: 610-526-0257 Fax: 610-526-0202

Leonard LoDico Norman M. Loev, Esq. United States Trust Company of New York Freeman Rogers & Loev, PC Sr. Vice President Discipline: Attorney Discipline: Banking/Trust & Estate Administration 1767 Sentry Parkway West, #320 845 Alexander Road Blue Bell, PA 19422 Princeton, NJ 08543-5209 Phone: 215-542-9500 Fax: 215-542-9395 Phone: 609-734-7781 Fax: 609-919-8081

Joanne Logan Wendy Logan Bank of America Saul Ewing LLP Relationship Associate Senior Legal Assistant Discipline: Banking/Trust & Estate Administration Discipline: Attorney 100 Four Falls Corporate Center, S500 3800 Centre Square West W. Conshohocken, PA 19428 Philadelphia, PA 19102 Phone: 610-567-4724 Fax: 610-567-4719 Phone: 215-972-7849 Fax: 215-972-1832

Page 41 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Francis J. Lojewski Sue D. Lomas Delaware Valley Financial Group Inc. Wolf Block Financial Planner Esquire Discipline: Financial Planning Discipline: Attorney 220 Continential Drive #410 1650 Arch Street, 22nd Floor Newark, DE 19713 Philadelphia, PA 19103 Phone: 302-731-2173 Fax: 302-731-8358 Phone: 215-977-2379 Fax: 215-405-3979

Richard Loomis, CPA, MT Richard J. Loos, Jr. Creative Financial Group PNC Bank Senior Partner Vice President Discipline: Financial Planning Discipline: Banking/Trust & Estate Administration 16 Campus Boulevard, #200 P.O. Box 42933 Newtown Square, PA 19073 Philadelphia, PA 19101-2933 Phone: 610-325-6118 Fax: 610-325-6220 Phone: 215-585-5682 Fax: 215-585-4793

Robert H. Louis, Esq. Irwin Love Saul Ewing LLP PA Trust Company Partner Senior Vice President Discipline: Attorney Discipline: Banking/Trust & Estate Administration Centre Square West, 38th Floor 5 Radnor Corporate Center, Suite 450 Philadelphia, PA 19102 Radnor, PA 19087 Phone: 215-972-7155 Fax: 215-972-1826 Phone: 610-975-4333 Fax: 610-975-4324

Joel Luber, Esq. Anthony P. Lubrano, CPA Caplan & Luber, LLP A.P. Lubrano & Company, Inc. Partner Chief Executive Officer Discipline: Attorney Discipline: Investments 40 Darby Road 559 W. Uwchlan Avenue #210 Paoli, PA 19301 Lionville, PA 19341 Phone: 610-640-1200 Fax: 610-640-9865 Phone: 610-524-8266 Fax: 610-524-8553

Joseph A. Lukach Dorothy Fecht Luntey, Esq. Friends Life Care at Home JP Morgan Private Bank Vice President of Marketing Vice President Discipline: Other Discipline: Banking/Trust & Estate Administration 1777 Sentry Parkway West, 210 Dublin Hall One Liberty Place, 47th Floor,1650 Market Street Blue Bell, PA 19422 Philadelphia, PA 19103-7393 Phone: 215-628-8964 Fax: 215-628-9089 Phone: 215-640-3635 Fax: 215-640-3689

Gary P. Lux Wayne K. Lynch Fortune Strategies Regency Foundation President Executive Director Discipline: Insurance Discipline: Charitable Planned Giving 172 Churchville Lane 200 Manor Avenue Churchville, PA 18966 Langhorne, PA 19047 Phone: 215-396-9182 Fax: 215-396-9183 Phone: 215-702-4311 Fax: 215-702-4238

Jeff Macaluso Timothy P. Malarkey, ASA, MAAA, CLU, ChFC Merrill Lynch Lee, Burke & Malarkey, LLP Discipline: Investments Partner 827 Wright Drive Discipline: Insurance Ambler, PA 19002 1 Radnor Corp. Center #530 Phone: 215-587-4613 Radnor, PA 19087 Phone: 610-964-0330 Fax: 610-964-0147

Page 42 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Diane Malloy Michelle K. Malloy, Esq. Bank of America Fineman & Bach, P.C. Fiduciary Specialist Assoc. Attorney Discipline: Banking/Trust & Estate Administration Discipline: Attorney 100 Four Fall Corp. Ctr., Ste. 500 200 Four Falls Corporate Center, Suite 201 W. Conshohocken, PA 19428 West Conshohocken, PA 19428 Phone: 610-567-4721 Fax: 610-567-4719 Phone: 215-893-8720 Fax: 610-834-8550

Stephen B. Malter, CLU ChFC CFP Marcie O. Mancuso MassMutual Montgomery County Foundation Regional Director Discipline: Charitable Planned Giving Discipline: Financial Planning 2 West Lafayette Street PMB 215 64 E. Uwchlen Avenue Norristown, PA 19401 Exton, PA 19341-1203 Phone: 610-313-9838 Fax: 610-313-9839 Phone: 610-469-8840 Fax: 610-469-2711

Lynn Mander, CFA, CFP Joseph Maniaci, Esq. Bryn Mawr Trust Company Law Offices of Joseph G. Maniaci Vice President Discipline: Attorney Discipline: Investments 6720 Frankford Avenue 801 W. Lancaster Avenue Philadelphia, PA 19135 Bryn Mawr, PA 19010 Phone: 215-332-2626 Fax: 215-332-8118 Phone: 610-581-4944 Fax: 610-527-7148

Patrick J. Manion Robin Manix American Friends Service Committee Brown Brothers Harriman Assoc. Director of Gift Planning Senior Vice President Discipline: Charitable Planned Giving Discipline: Banking/Trust & Estate Administration 1501 Cherry Street 1531 Walnut Street Philadelphia, PA 19102-1479 Philadelphia, PA 19102 Phone: 215-241-7096 Fax: 215-241-7231 Phone: 215-864-3992 Fax: 215-864-3989

Ann Wengert Mann Kenneth Mann, CPA PNC Advisors Voynow Bayard & Co Trust Advisor Discipline: Accountant Discipline: Banking/Trust & Estate Administration 1530 Chestnut St., #200 1600 Market Street, 6th Floor Philadelphia, PA 19102 Philadelphia, PA 19103 Phone: 215-569-2600 Fax: 215-496-9320 Phone: 215-585-5715 Fax: 215-585-4793

Deborah D. Manning Daniel J. Marakowski, CTFA Rittenhouse Financial Services PNC Bank Managing Director Vice President Discipline: Investments Discipline: Banking/Trust & Estate Administration 5 Radnor Corporate Center, Suite 300, 100 Matsonford Road P.O.Box 42933 Radnor, PA 19087 Philadelphia, PA 19101 Phone: 800-847-6369 Fax: 610-225-3823 Phone: 215-585-5543 Fax: 215-585-8552

Don E. Marchione Sidney Margulies, Esq. Mellon Bank, NA Eckert Seamans Cherin & Mellott, LLC Vice President Outside Counsel Discipline: Banking/Trust & Estate Administration Discipline: Attorney P.O. Box 7899 1515 Market Street, 9th Floor Philadelphia, PA 19101-7899 Philadelphia, PA 19102-1933 Phone: 215-553-2546 Fax: 215-553-2631 Phone: 215-851-8426 Fax: 215-851-8383

Page 43 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Florence Marianni, LUTCF John K. Markman, CLU, CFP Marianni Associates Doctors Financial Corp Discipline: Insurance President 200 Locust Street, #7D Discipline: Insurance Philadelphia, PA 19106 120 Pennsylvania Avenue Phone: 215-925-2972 Fax: 215-925-7837 Oreland, PA 19075 Phone: 215-884-6110 Fax: 215-884-6290

Alan F. Markovitz, Esq. Michael E. Markovitz, Esq. Discipline: Attorney Michael E. Markovitz Law Offices 150 Monument Road, #603 Discipline: Attorney Bala Cynwyd, PA 19004 P.O. Box 43187 Phone: 610-660-6515 Fax: 610-664-7861 Philadelphia, PA 19129 Phone: 215-844-8080 Fax: 215-843-7720

Major D. Marks, CLU, ChFC Licia M. Ano Marrone Creative Financial Group Stradley Ronon Stevens & Young LLP Senior Partner Discipline: Attorney Discipline: Insurance 2600 One Commerce Square 16 Campus Blvd., Suite 200 Philadelphia, PA 19103 Newtown Square, PA 19073 Phone: 215-564-8015 Fax: 215-564-8120 Phone: 610-325-6156 Fax: 610-325-6230

Madeline M. Martin Stacy J. Martin Law Offices John D. Bernetich, Jr., LLC Bryn Mawr Trust Company Associate Vice President Discipline: Attorney Discipline: Banking/Trust & Estate Administration 2 Kings Highway West, Suite 101 801 Lancaster Avenue Haddonfield, NJ 08033 Bryn Mawr, PA 19010 Phone: 856-795-3535 Fax: 856-795-3322 Phone: 610-581-4935 Fax: 610-527-7148

Adelina Martorelli Paul Masalski CLU ChFC Mellon Private Asset Management Financial Growth Plans, Inc. Vice President President Discipline: Financial Planning Discipline: Insurance 1000 Old Lane Street 601 S. Henderson Road, Suite 150 Drexel Hill, PA 19026 King of Prussia, PA 19406 Phone: 215-553-8636 Fax: 215-553-4542 Phone: 610-337-2210 Fax: 610-337-0396

Skip Massengill Discipline: Attorney Commerce Wealth Advisors Vice President/Managing Director Discipline: Investments One Commerce Square, 2005 Market Street, Ste. 200 Philadelphia, PA 19103 Phone: 215-282-4452 Fax: 215-282-3864

Alfred Matarazzo, CPA,PFS,CFP Gilbert Mateer Main Line Financial Advisors, LLC U.S. Trust Company Senior Partner Senior Vice President Discipline: Financial Planning Discipline: Banking/Trust & Estate Administration 629A Swedesford Road 100 West Lancaster Avenue, Suite 200 Malvern, PA 19355 Wayne, PA 19087-4096 Phone: 610-648-9321 Fax: 610-648-9356 Phone: 610-971-7921 Fax: 610-989-0612

Page 44 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Victor Charles Mather, II Robert M. Maxwell Mather & Co. Glenmede Trust Company Executive Vice President Vice President Discipline: Insurance Discipline: Banking/Trust & Estate Administration Public Ledger Bldg., Ste 630, 150 S. Independence Mall West 1650 Market Street, #1200 Philadelphia, PA 19106 Philadelphia, PA 19103 Phone: 215-351-4700 Fax: 215-351-9012 Phone: 215-419-6914 Fax: 215-640-3753

Peter J. May Foster M. Mays Calibre Calibre Advisor Advisor Discipline: Financial Planning Discipline: Banking/Trust & Estate Administration Centre Sq. West, 20th Fl. 1500 Market Street Centre Sq. West, 20th Fl., 1500 Market St. Philadelphia, PA 19102 Philadelphia, PA 19102 Phone: 215-973-3155 Fax: 215-973-9194 Phone: 215-973-3145 Fax: 215-973-3191

McKinley C. McAdoo, Esq. Beth McCabe McCausland Keen & Buckman PNC Advisors Discipline: Attorney Portfolio Officer 259 Radnor-Chester Rd., #160 Discipline: Banking/Trust & Estate Administration Radnor, PA 19087-5240 1600 Market St., 6th Fl., F2-F070-06-1 Phone: 610-341-1000 Fax: 610-341-1099 Philadelphia, PA 19103 Phone: 215-585-1220 Fax: 215-585-4793

Denis J. McCartan Kit McCarty, CEBS, REBC CMS Companies Securian Financial Network Client Relationship Manager Regional Pension Manager Discipline: Insurance Discipline: Other 1926 Arch Street 655 Business Center Drive, Suite 125 Philadelphia, PA 19103 Horhsam, PA 19044 Phone: 215-405-2168 Fax: 215-405-5031 Phone: 215-441-4622 Fax: 215-441-4640

Stacey Willits McConnell, Esq. Deborah McCracken, Esq. McConnell & Associates P.C. Vanguard Group Discipline: Attorney Associate Counsel,Legal Department 353 W. Lancaster Avenue Discipline: Attorney Wayne, PA 19087 POB 709, 224 Phone: 610-687-1600 Valley Forge, PA 19482-0709 Phone: 610-503-7231 Fax: 610-503-7393

John J. McCreesh, IV Terri McDermott, CFP McCreesh McCreesh & Cannon Emerging Growth Equities, Ltd. Discipline: Attorney Vice President 7053 Terminal Square Discipline: Financial Planning Upper Darby, PA 19082 1150 First Avenue, Suite 600 Phone: 610-734-2160 Fax: 610-734-2165 King of Prussia, PA 19406 Phone: 610-783-4273 Fax: 610-483-4275

Graham McDonald Patrick McFadden, CFP Turner & McDonald Legg Mason Shareholder First Vice President Investments Discipline: Attorney Discipline: Investments 1725 Spruce Street Two Town Place, Suite 100 Philadelphia, PA 19103 Bryn Mawr, PA 19010 Phone: 215-546-9700 Fax: 215-546-9712 Phone: 610-527-7350 Fax: 610-520-2231

Page 45 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Dennis J.J. McGee, Jr., ChFC Charles E. McKee, Esq. USI Colburn Insurance Service Donohue McKee Mattson & Green Discipline: Insurance Partner One International Plaza Ste 400 Discipline: Attorney Philadelphia, PA 19113 1100 Township Line Road Phone: 610-833-1800 Fax: 610-833-2738 Havertown, PA 19083 Phone: 610-853-4400 Fax: 610-853-1801

Joseph J. McLaughlin, Jr. Robert McMenamin Rittenhouse Trust Company Bank of America Private Bank President & COO Senior Vice President Discipline: Investments Discipline: Banking/Trust & Estate Administration 3 Radnor Corp.Center Suite 450 100 Four Falls Corporate Center, Suite 500 Radnor, PA 19087-4599 W. Conshohocken, PA 19428 Phone: 610-995-8700 Fax: 610-995-8795 Phone: 610-567-4702 Fax: 610-567-4717

Marc McMullin J.P. McNichol Pennsylvania State University Schuylkill Capital Management Director of Major Gifts Vice President Discipline: Education Discipline: Investments 2583 Gateway Drive, Suite 160 1631 Locust Street State College, PA 16801 Philadelphia, PA 19103 Phone: 814-863-5581 Fax: 814-865-0628 Phone: 215-735-0299

Mary Margaret McWilliams Jacquelyn Meehan PNC Bank The Rittenhouse Trust Company Vice President Trust Officer Discipline: Banking/Trust & Estate Administration Discipline: Banking/Trust & Estate Administration P.O. Box 42933 3 Radnor Corporate Ctr., Ste. 450 Philadelphia, PA 19101-9934 Radnor, PA 19087-4546 Phone: 215-585-7414 Fax: 215-585-8730 Phone: 610-995-8747 Fax: 610-995-8793

John F. Meigs, Esq. Michael Meltzer Saul Ewing LLP Meltzer & Meltzer CPA Discipline: Attorney Discipline: Accountant 3800 Centre Square West 7900 Old York Road, C2 Philadelphia, PA 19102 Elkins Park, PA 19027 Phone: 215-972-7812 Fax: 215-972-1870 Phone: 215-887-7477 Fax: 215-887-7188

Joseph A. Meo Stanley Merves Meo Reno & Associates St. Calir CPAs, P.C. President Discipline: Accountant Discipline: Attorney 100 Grays Lane, Apt. 302 150 Monument Road, #603 Haverford, PA 19041 Bala Cynwyd, PA 19004 Phone: 610-668-1998 Fax: 610-668-3479 Phone: 610-660-6500 Fax: 610-664-7703

Marcie L.H. Merz, JD Mitchell Penn Medicine Pinnacle Financial Advisors, LLC Director of Planned Giving Member Discipline: Charitable Planned Giving Discipline: Financial Planning 3535 Market Street, Suite 750 Atriums at Greentree,11000 Lincoln Drive West, #8 Philadelphia, PA 19104-3309 Marlton, NJ 08053 Phone: 215-898-9486 Fax: 215-573-2186 Phone: 856-797-8082 Fax: 856-797-8086

Page 46 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Glenn D. Meyer, CPA,ChFC,CFP Nick H. Meyers, CFP, AEP GDM Advisory Group, Ltd Sagemark Consulting President Discipline: Financial Planning Discipline: Financial Planning 220 Lake Drive East, #300 123 Old York Road, Suite 200 Cherry Hill, NJ 08002 Jenkintown, PA 19046 Phone: 856-482-8169 Fax: 856-482-8141 Phone: 215-886-5800 Fax: 215-886-6575

Scott Michalek, CFP Jack Miciak, MT, CPA Wescott Financial Advisory Group LLC Miciak & Co. Financial Advisor President Discipline: Financial Planning Discipline: Accountant One Liberty Place, 38th Floor 301 Oxford Valley Road, #1901B Philadelphia, PA 19103-7396 Yardley, PA 19067 Phone: 215-979-1604 Fax: 215-979-1622 Phone: 215-369-1800 x14 Fax: 215-369-2871

Christine Mickletz Fred Milbert Philadelphia Orchestra New York Life Director Planned Giving & Stewardship Discipline: Insurance Discipline: Charitable Planned Giving 261 Old York Rd., #210 260 S. Broad Street Jenkintown, PA 19046 Philadelphia, PA 19102 Phone: 215-517-6876 Fax: 215-517-6875 Phone: 215-893-3146 Fax: 215-875-7648

Chloe D. Millea Clair D. Miller Dawson's Auctioneers & Appraisers Indicon Inc. Director, Trust & Estates President Discipline: Valuation/Appraisal Discipline: Insurance 128 American Road 682 N. Brookside Road Morris Plains, NJ 07950 Allentown, PA 18106 Phone: 973-984-6900x21 Fax: 973-984-6956 Phone: 610-398-9139 Fax: 610-398-9340

Lisa D. Miller, Esq. Louis Miller Discipline: Attorney Glenmede Trust Company 1122 Penshurst Lane Vice President Penn Valley, PA 19072 Discipline: Banking/Trust & Estate Administration Phone: 610-668-3662 Fax: 610-940-6665 One Liberty Place, #1200 Philadelphia, PA 19103 Phone: 215-419-6165 Fax: 215-419-6198

L. Martin Miller Robert A. Miller, CLU, ChFC Cogen Sklar LLP Charlap & Miller, Inc. Partner President Discipline: Accountant Discipline: Insurance 150 Monument Road #500 123 Bloomingdale Avenue, Suite 301 Bala Cynwyd, PA 19004 Wayne, PA 19087 Phone: 610-668-9700 Fax: 610-668-2181 Phone: 610-989-9310 Fax: 610-989-9323

Amy Millman Edward H. Mills, Jr. Mellon Swarthmore College Senior Director Director, Planned Giving Discipline: Charitable Planned Giving Discipline: Charitable Planned Giving 1735 Market Street, 3rd Floor 500 College Avenue Philadelphia, PA 19103 Swarthmore, PA 19081 Phone: 215-553-8411 Fax: 215-553-2981 Phone: 610-328-8334 Fax: 610-690-6897

Page 47 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Dean Mioli Vincent J. Mitchell, CLU, ChFC Discipline: Investments Manulife Financial 834 Chestnut Street, Apt. 1111 Regional Director Philadelphia, PA 19107 Discipline: Insurance Phone: 215-413-0208 701 Lee Road, Suite 303 Wayne, PA 19087 Phone: 610-407-3600 Fax: 610-407-3605

William P. Mitchell, CFA Alan J. Mittelman, Esq. Haverford Capital Advisors, Inc. Spector Gadon & Rosen P.C. Senior Manager Discipline: Attorney Discipline: Valuation/Appraisal 1635 Market St., 7th Floor 41 Leopard Road, Suite 305 Philadelphia, PA 19103 Paoli, PA 19301 Phone: 215-241-8888 Fax: 215-241-8844 Phone: 610-407-4020 x16 Fax: 610-407-4028

Anthony J. Molino, Jr., CFP, CLU Deborah A. Mondeaux Highland Capital Brokerage Marsh, Inc. Executive Vice President Vice President Discipline: Insurance Discipline: Insurance 20 Commerce Drive 2 Logan Square Cranford, NJ 07016 Philadelphia, PA 19103 Phone: 908-272-8870 Fax: 908-272-2163 Phone: 215-246-1083 Fax: 215-246-1399

Harry T. Mondoil James F. Monteith, Esq. Law Offices of Harry T. Mondoil, PC Dilworth Paxson Kalish et. al. President Discipline: Attorney Discipline: Attorney 1735 Market St #3200 Mellon Bldg The Bourse Building, #528, 111 S. Independence Mall East Philadelphia, PA 19103 Philadelphia, PA 19106 Phone: 215-575-7052 Fax: 215-575-7200 Phone: 215-751-9851 Fax: 215-829-8919

Thomas R. Mooers Toni Moore Mellon Bank Freedman & Lorry Assistant Vice President Discipline: Attorney Discipline: Banking/Trust & Estate Administration 400 Market Street, Ste. 900 1735 Market St. P.O. Box 7899 Philadelphia, PA 19106 Philadelphia, PA 19101 Phone: 215-931-2535 Fax: 215-925-7516 Phone: 215-553-2326 Fax: 215-553-2631

Peter J. Moran Thomas J. Morgan Turner Investment Partners Maasey, Morgan & Weidner, LLC Director of Intermediary & Mutual Funds President Discipline: Investments Discipline: Financial Planning 180 Country Lane 13 Treaty Elm Lane Phoenixville, PA 19460 Shamong, NJ 08088 Phone: 610-408-3233 Fax: 610-251-0822 Phone: 609-268-3115 Fax: 609-268-3225

John J. Morgenthaler Camie Morrison Wharton Business Group Philanthropic Advisor Discipline: Financial Planning Discipline: Other 740 Springdale Drive, Suite 208 118 Greensward Lane Exton, PA 19341-2835 Cherry Hill, NJ 08002 Phone: 610-594-7205 Fax: 610-594-9105 Phone: 856-482-0832

Page 48 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Jeff Morrison Gail Curtis Morse Kistler-Tiffany Cos. Mellon Private Asset Management Discipline: Insurance Vice President 500 E. Swedesford Road, #300 Discipline: Banking/Trust & Estate Administration Wayne, PA 19087 1735 Market Street Phone: 610-971-2800 Fax: 610-271-2801 Philadelphia, PA 19103 Phone: 215-553-2517 Fax: 215-553-2054

Happy V. Muir Owen Mulhern Teacher Insurance & Annuity Assoc.-CREF Key Advisors Group Consultant Internet Developer Discipline: Investments Discipline: Financial Planning 103 Raintree Lane 600 Reed Road #102 Malvern, PA 19355 Broomall, PA 19008 Phone: 215-587-8511 Fax: 215-587-0405 Phone: 610-359-1050 Fax: 610-353-5846

Gerald J. Mullaney, Esq. Thomas A. Mullin Mullaney Law Offices PNC Advisors Discipline: Attorney Vice President 598 Main Street Discipline: Financial Planning Red Hill, PA 18076 1600 Market Street Phone: 215-679-7931 Fax: 215-679-3345 Philadelphia, PA 19103 Phone: 215-585-8918 Fax: 215-585-4187

Lois Eisner Murphy Thomas J. Murphy, ChFC, CLU, MSFS Heckscher Teillon Terrill & Sager Karr Barth Associates, Inc. Discipline: Attorney Discipline: Insurance 100 Four Falls Corp. Ctr., #300 40 Monument Road W. Conshohocken, PA 19428-2983 Bala Cynwyd, PA 19004 Phone: 610-940-4174 Fax: 610-940-6042 Phone: 215-628-4311 Fax: 215-628-4252

Dennis J. Murray Scott H. Mustin, Esq. Murray Devine & Company Fineman & Bach P.C. President Discipline: Attorney Discipline: Valuation/Appraisal 200 Four Falls Corporate Ctr., Ste. 201 1650 Arch Street, #2700 W. Conshohocken, PA 19428 Philadelphia, PA 19103 Phone: 215-893-9300 Fax: 215-893-8719 Phone: 215-977-8700 Fax: 215-977-8181

Leonard P. Nalencz, Esq. Richard Nassau Blank Rome Comisky & McCauley, LLP Jewish Federation of Gr Phila Partner Development Counsel Discipline: Attorney Discipline: Attorney One Logan Square 2100 Arch Street Philadelphia, PA 19103-6998 Philadelphia, PA 19103 Phone: 215-569-5719 Fax: 215-569-5555 Phone: 215-832-0528 Fax: 215-832-0503

David Nave Amy B. Neifeld Pitcairn Trust Company Wolf Block Senior VP & Tax Director Associate Discipline: Accountant Discipline: Attorney 165 Township Line Road, Suite 3000 1650 Arch Street, 22nd Floor Jenkintown, PA 19046 Philadelphia, PA 19103 Phone: 215-881-6080 Fax: 215-881-6090 Phone: 215-977-2102 Fax: 215-405-3702

Page 49 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Amy Neifeld Benjamin Neilson, Esq. Wolf Block Ballard Spahr Andrews & Ingersoll, LLP Associate Partner Discipline: Attorney Discipline: Attorney 1650 Arch Street, 22nd Floor 1735 Market St., 51st Floor Philadelphia, PA 19103 Philadelphia, PA 19103-7599 Phone: 215-977-2102 Fax: 215-405-3702 Phone: 215-864-8308 Fax: 215-864-9479

Eric M. Newman, ChFC Josh Niles Newman Financial Group, Inc. Rittenhouse Trust Company Discipline: Financial Planning Vice President One Greentree Centre, Suite 201 Discipline: Banking/Trust & Estate Administration Marlton, NJ 08053 3 Radnor Corp Center #450 Phone: 856-988-5449 Fax: 856-753-6289 Radnor, PA 19087-4599 Phone: 610-995-8719 Fax: 610-995-8793

Lawrence C. Norford, Esq. P. Frank Norton, CLU, ChFC Saul Ewing LLP IFA Discipline: Attorney General Agent 1500 Market Street, 38th Floor Discipline: Insurance Philadelphia, PA 19102 150 Monument Road, Suite 310 Phone: 215-972-8417 Fax: 215-972-1869 Bala Cynwyd, PA 19004 Phone: 610-771-1010 Fax: 610-771-1000

Dale F. Nupp, EA Kathleen M O'Connell, Esq. Dale F. Nupp - Tax Accounting, Inc. Schubert Bellwoar Cahilla & Quinn Discipline: Accountant Discipline: Attorney 107 Eldon Avenue 1500 JFK Blvd, #1400 Lansdowne, PA 19050 Philadelphia, PA 19102 Phone: 610-623-2357 Fax: 610-623-6727 Phone: 215-587-0119 Fax: 215-557-7426

Patricia O'Donnell O. John Ohanian, Jr., ASA PNC Advisors Pritchard Bieler Gruver & Willison Vice President Director- Financial Valuation Services Discipline: Banking/Trust & Estate Administration Discipline: Valuation/Appraisal 1600 Market Street, 22nd Floor 590 Bethlehem Pike POB 485 Philadelphia, PA 19103 Colmar, PA 18915 Phone: 215-585-6421 Fax: 215-585-4187 Phone: 215-997-7220 Fax: 215-997-7208

Michael F. O'Neill Bonnie O'Rourke, ASA Mellon Bank Kroll Lindquist Avey Assistant Vice President Principal Discipline: Banking/Trust & Estate Administration Discipline: Valuation/Appraisal P.O. Box 7899 8 Penn Center 1628 JFK Blvd., #1600 Philadelphia, PA 19101-7899 Philadelphia, PA 19103 Phone: 215-553-3080 Fax: 215-553-2631 Phone: 215-568-2440 Fax: 215-564-9610

Weston C. Overholt, Jr., Esq. Patti Owens Abbott & Overholt LLP Bryn Mawr Trust Company Discipline: Attorney Seior Vice President 25 West Third Street Discipline: Banking/Trust & Estate Administration Media, PA 19063 10 South Bryn Mawr Avenue Phone: 610-892-9805 Fax: 610-892-9865 Bryn Mawr, PA 19010 Phone: 610-581-4770 Fax: 610-526-2076

Page 50 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Richard C. Padgham Sherry Pailet PNC Bank First Union Senior Portfolio Manager Senior Vice President Discipline: Investments Discipline: Banking/Trust & Estate Administration 1600 Market Street 123 South Broad Street Philadelphia, PA 19103 Phone: 215-670-4072 Fax: 215-670-7590 Phone: 215-585-5469 Fax: 215-585-6586

Christopher Paliani, PhD Shila Pandya, CPA MassMutual Financial Group Joyce & Associates, P.C. Discipline: Insurance Discipline: Accountant 1205 Hunt Club Lane One Glenhardie Corporate Center,1275 Drummers Lane, Suite 102 Media, PA 19063 Wayne, PA 19087 Phone: 610-565-7319 Fax: 610-565-4493 Phone: 610-687-8200 Fax: 610-687-8224

William Pantelides Stephen Pappaterra First Union National Bank PNC Advisors CTFA & Vice President Managing Director of Estate Planning Discipline: Banking/Trust & Estate Administration Discipline: Banking/Trust & Estate Administration 123 S. Broad Street 1600 Market Street, 7th Floor Philadelphia, PA 19109 Philadelphia, PA 19101 Phone: 215-670-4055 Fax: 215-670-4007 Phone: 215-585-6551 Fax: 215-585-7268

Marie K. Parrott, Esq. E. William Pastor, Esq., MLT, CFP Discipline: Attorney Discipline: Attorney 1420 Walnut Street #1107 1787 Sentry Pkwy W. Bldg 18 #1 Philadelphia, PA 19102 Blue Bell, PA 19422 Phone: 215-545-5858 Fax: 215-546-4211 Phone: 215-886-4822

Art Patten Michael S. Paul, JD, LLM, CFP PNC Advisors I. Fliegelman Associates, Inc. Investment Advisor Senior Vice President Discipline: Investments Discipline: Attorney 222 Delaware Avenue 1777 Sentry Parkway West, Merion Towle Building, #202 Wilmington, DE 19801 Blue Bell, PA 19422 Phone: 302-429-2159 Fax: 302-429-1270 Phone: 215-643-5500 Fax: 215-643-5962

Thomas D Paulus Stanley A. Pelli, Esq. Bonds & Paulus Associates Alexander & Pelli, LLP President Discipline: Attorney Discipline: Investments One Penn Center #1100 707 Eagleview Blvd., Ste. 104 Philadelphia, PA 19103 Exton, PA 19341 Phone: 215-564-6400 Fax: 215-564-6852 Phone: 610-458-3378 Fax: 610-458-3451

J. Mark Penny ASA James Peppelman Hempstead & Company, Inc. Wachovia Bank Managing Director Vice President Discipline: Valuation/Appraisal Discipline: Banking/Trust & Estate Administration 807 Haddon Avenue 298 East Court Street Haddonfield, NJ 08033 Doylestown, PA 18901 Phone: 856-795-6026 Fax: 856-795-4911 Phone: 215-345-4439

Page 51 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) J. Sergeant Pepper Thomas Sergeant Pepper, Esq. Glenmede Trust Company Hepburn Willcox Hamilton & Putnam Investment Officer Discipline: Attorney Discipline: Investments 1100 One Penn Center One Liberty Place, 1650 Market St., Ste. 1200 Philadelphia, PA 19103 Philadelphia, PA 19103 Phone: 215-568-7500 Fax: 215-751-9044 Phone: 215-419-6169 Fax: 215-419-6196

Delia G. Perez, CFRE Christopher M. Perhacs, LUTCF American Kidney Fund Independent Financial Advisors Director of Planned Giving Financial Advisor Discipline: Charitable Planned Giving Discipline: Investments 503 Wesley Avenue 1224 Lancaster Avenue National Park, NJ 08063 Berwyn, PA 19312 Phone: 800-795-3226 Fax: 856-251-1350 Phone: 610-695-9546 Fax: 610-644-2768

Ronald P. Perilstein CLU, ChFC Jeff Perkins The Arjay Group, Inc. Philadelphia Foundation President VP Finance & Administration Discipline: Insurance Discipline: Charitable Planned Giving 822 Montgomery Ave., #300 1234 Market St., Ste 1800 Narberth, PA 19072 Philadelphia, PA 19107 Phone: 610-664-8898 Fax: 610-664-8893 Phone: 215-563-6417 Fax: 215-563-6882

Jay Perlman Frank Peters, CLU, ChFC Brokers Insurance Services, Ltd. Delaware Valley Brokerage Services Variable Sales Director President Discipline: Insurance Discipline: Insurance 261 Old York Road, #814 1296 New Rodgers Rd., #C-3 Jenkintown, PA 19046 Bristol, PA 19007-2590 Phone: 215-572-6900 Fax: 215-572-9050 Phone: 215-781-3570 Fax: 215-781-3575

Kurt A. Peterson Gregory J. Petitti, CLU, ChFC, CFP KPMG Insurance Designers Phil. Practice Leader-P.F.P. Regional Sales Director Discipline: Accountant Discipline: Insurance 1601 Market Street One Cherry Hill, Suite 222 Philadelphia, PA 19103 Cherry Hill, NJ 08002 Phone: 267-256-2708 Fax: 267-256-8504 Phone: 856-667-5445x23 Fax: 856-667-1050

Ian P. Petropoulos Benjamin R. Pierce KPMG LLP Vanguard Charitable Endowment Program Staff Accountant Executive Director Discipline: Accountant Discipline: Charitable Planned Giving 1600 Market Street POB 3075, G19 Philadelphia, PA 19103 Southeastern, PA 19398 Phone: 215-299-1447 Fax: 215-299-5009 Phone: 610-503-2038 Fax: 888-426-3273

Thomas C. Piersanti, Sr., RHU, CLU William A. Pietrangelo Wachovia Trust Co. Kelly Grimes Pietrangelo & Vakil PC Vice President, Fiduciary Office Discipline: Attorney Discipline: Banking/Trust & Estate Administration 36 E. Second St., POB 1048 91 E. Main St., 2nd Floor Media, PA 19063-0848 Moorestown, NJ 08057 Phone: 610-565-0600 Fax: 610-565-0780 Phone: 856-787-2132 Fax: 856-642-6322

Page 52 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Jennifer M. Pigeon, Esq. B. Paul Pillion, Jr. Pepper Hamilton LLP Pacific Life Associate Branch Manager Discipline: Attorney Discipline: Insurance 3000 Two Logan Square, 18th & Arch Streets Five Tower Bridge, 300 Barr Harbor Drive, Suite 125 Philadelphia, PA 19103-2799 Conshohocken, PA 19428 Phone: 215-981-4916 Fax: 215-981-4750 Phone: 610-940-0554 Fax: 610-940-0533

Robert Pindle Murray H. Pinkus, Esq. Vanguard Group Bank of America Private Bank Associate Counsel, Legal Dept. Senior Vice President Discipline: Attorney Discipline: Banking/Trust & Estate Administration P.O. Box 709 224 100 Four Falls Corporate Center, Suite 500 Valley Forge, PA 19482 West Conshohocken, PA 19428 Phone: 610-503-7215 Fax: 610-503-7393 Phone: 610-567-4703 Fax: 610-567-4719

Michael T. Piotrowicz Kimberly Pittmann-Schulz Legacy Business Group Williamsport-Lycoming Foundation Discipline: Financial Planning President 500 E. Swedesford Rd., #303 Discipline: Charitable Planned Giving Wayne, PA 19087 220 West Fourth Street Phone: 610-254-5300 Fax: 610-254-5303 Williamsport, PA 17701 Phone: 570-321-1500 Fax: 570-321-6434

David K. Plotts Jeffrey J. Podraza, ASA, CLU, ChFC PricewaterhouseCoopers LLP ING Life Group Senior Associate Sales Vice President Discipline: Accountant Discipline: Insurance Two Commerce Sq., Ste. 1700 2001 Market St. 101 West Elm Street, Suite 100 Philadelphia, PA 19103-7042 Conshohocken, PA 19428 Phone: 267-330-6463 Fax: 267-330-4124 Phone: 610-260-2318 Fax: 610-260-2316

Nora E. Pomerantz, Esq. Murray Popkave Drinker Biddle & Reath Creative Tax Planners, Inc. Discipline: Attorney Corporate Counsel One Logan Square 18th & Cherry Streets Discipline: Attorney Philadelphia, PA 19107-6996 1215 W. Baltimore Pike, #8 Phone: 215-988-2950 Fax: 215-568-1933 Media, PA 19063-5540 Phone: 610-565-6900 Fax: 610-565-9444

Priscilla E. Porch Lawrence Portnoff Mellon Integrated Financial Resources Assistant Vice President President Discipline: Banking/Trust & Estate Administration Discipline: Financial Planning 1735 Market Street 308 East Lancaster Ave., Ste. 200 Philadelphia, PA 19103 Wynnewood, PA 19096 Phone: 215-553-3078 Fax: 215-553-2631 Phone: 610-649-9500 Fax: 610-649-6966

Robert C. Pozen Joseph R. Pozzuolo, Esq. Jewish Federation of Gr. Philadelphia Pozzuolo & Perkiss, P.C. Director of Endowment Development Discipline: Attorney Discipline: Charitable Planned Giving 2033 Walnut Street 2100 Arch Street Philadelphia, PA 19103 Philadelphia, PA 19103 Phone: 215-977-8200 Fax: 215-977-9663 Phone: 215-832-0519 Fax: 215-832-0503

Page 53 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Thomas F. Praiss, CFP, EA Robert W. Prischak Praiss Associates/Tax Consultants Wachovia Bank President Assistant Vice President, Charitable Services Group Discipline: Financial Planning Discipline: Banking/Trust & Estate Administration P.O. Box 348 PA 1279 123 S. Broad Street Collingswood, NJ 08108-0348 Philadelphia, PA 19109-1199 Phone: 856-854-4735 Fax: 856-854-4756 Phone: 215-670-4224 Fax: 215-670-4236

David G. Proctor Byron R. Prusky, Esq. AMC Capital Partners Prusky Law Associates, P.C. Managing Director President Discipline: Other Discipline: Attorney 555 Croton Road, #300 620 Two Penn Center Plaza King of Prussia, PA 19406 Philadelphia, PA 19102 Phone: 610-962-3780 Fax: 610-962-3797 Phone: 215-564-1991 Fax: 215-563-6100

David B. Pudlin, Esq. John S. Puia Hangley Aronchick Segal & Pudlin Mellon Bank President Assistant Vice President Discipline: Attorney Discipline: Banking/Trust & Estate Administration One Logan Square 27th Floor 1735 Market Street, 4th Floor Philadelphia, PA 19103 Philadelphia, PA 19103 Phone: 215-496-7004 Fax: 215-568-0300 Phone: 215-553-1157 Fax: 215-553-1128

Virendar K. Puri, CLU, ChFC Edward J. Quinn Karr Barth Associates, Inc. Quinn & Quinn Discipline: Insurance Discipline: Attorney 40 Monument Road 1430 Land Title Building Bala Cynwyd, PA 19004 Philadelphia, PA 19110 Phone: 610-660-4462 Fax: 610-668-2076 Phone: 215-563-5142 Fax: 215-563-2642

Margie Quinn, CFM Samuel N. Rabinowitz, Esq. Merrill Lynch Blank Rome Comisky & McCauley LLP Financial Advisor Partner Discipline: Investments Discipline: Attorney 1650 Market Street, 29th Floor One Logan Square Philadelphia, PA 19103 Philadelphia, PA 19103-6998 Phone: 215-587-4658 Fax: 215-587-4606 Phone: 215-569-5572 Fax: 215-832-5572

G. Bradley Rainer, Esq. Malka Kantor Rapkin Eckell Sparks Levy Auerbach et al Heritage Financial Advisors Discipline: Attorney Registered Principal 344 W. Front Street POB 319 Discipline: Financial Planning Media, PA 19063 2000 Valley Forge Cir., #1430 Phone: 610-565-3700 Fax: 610-565-1596 King of Prussia, PA 19406 Phone: 610-783-0245 Fax: 610-783-5221

Melinda G. Rath, Esq. Susan D. Ravenscroft Glenmede Trust Company Christie's First Vice President Head of Philadelphia Office Discipline: Banking/Trust & Estate Administration Discipline: Valuation/Appraisal 1650 Market St., #1200 800 Times Building, Suburban Square Philadelphia, PA 19103-7391 Ardmore, PA 19003 Phone: 215-419-6149 Fax: 215-419-6198 Phone: 610-642-3171 Fax: 610-642-6080

Page 54 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Grant Rawdin, Esq. CFP John Hutcheson Raymer CLU ChFC Wescott Financial Advisory Group LLC Northwestern Mutual Life President & CEO Discipline: Insurance Discipline: Financial Planning 1818 Market St. Ste 3010 One Liberty Place, 38th Floor Philadelphia, PA 19103 Philadelphia, PA 19103-7396 Phone: 215-981-1856 Fax: 215-563-2750 Phone: 215-979-1600 Fax: 215-979-1622

Dennis C. Reardon, Esq. Kirk A. Rebane, ASA, CFA Discipline: Attorney Haverford Valuation Associates 994 Old Eagle School Rd., #1000 Managing Director Wayne, PA 19087 Discipline: Valuation/Appraisal Phone: 610-687-3942 Fax: 610-687-5817 41 Leopard Road #305 Paoli, PA 19301 Phone: 610-407-4020 Fax: 610-407-4028

Walter Reed Warren A. Reintzel Butera Beausang Cohen & Brennan Glenmede Trust Company Discipline: Attorney Senior Vice President 630 Freedon Business Center, Ste. 212 Discipline: Banking/Trust & Estate Administration King of Prussia, PA 19406 1650 Market Street #1200 Phone: 610-265-0800 Fax: 610-265-7205 Philadelphia, PA 19103-7391 Phone: 215-419-6142 Fax: 215-419-6786

Peter Reiss John S. Renninger, Esq. Grim Biehn & Thatcher The Stocking Works Discipline: Attorney Discipline: Attorney 104 S. Sixth Street 301 South State Street Perkasie, PA 18944 Newtown, PA 18940 Phone: 215-257-6811 Fax: 215-257-7764 Phone: 215-579-6222 Fax: 215-579-6226

Robert B. Reno, Sr. Scott Repke Meo Reno & Assoc Bernstein Investments Discipline: Attorney Vice President 150 Monument Rd #603 Discipline: Investments Bala Cynwyd, PA 19004 1360 Eaves Spring Road Phone: 610-660-6501 Fax: 610-664-7703 Malvern, PA 19355 Phone: 610-613-1002 Fax: 610-296-5125

Lisa Watson Repko Russell J. Ressler, Esq. Thomas Jefferson University-Office of Institutional AdvancementStradley Ronon Stevens & Young LLP Director for Trust and Estates Lawyer Discipline: Charitable Planned Giving Discipline: Attorney 925 Chestnut Street, #110 2600 One Commerce Square Philadelphia, PA 19107 Philadelphia, PA 19103-7098 Phone: 215-955-2152 Fax: 215-923-5164 Phone: 215-564-8086 Fax: 215-564-8120

James Revels Glen Reyburn KPMG LLP Hudson United Bank Manager VP Wealth Management Discipline: Accountant Discipline: Investments 1601 Market St., 31st Floor 1845 Walnut Street, 10th Floor Philadelphia, PA 19103 Philadelphia, PA 19103 Phone: 267-256-2751 Fax: 267-256-7200 Phone: 267-256-5521 Fax: 267-256-5525

Page 55 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Herbert S. Riband,Jr.,Esq. Amanda Acker Rice Saul Ewing LLP The Glenmede Trust Company Discipline: Attorney VP/Senior Portfolio Manager 1500 Market Street, 38th Floor Centre Square Discipline: Investments Philadelphia, PA 19102 One Liberty Place, #1200 Phone: 215-972-7815 Fax: 215-972-1907 Philadelphia, PA 19103-7391 Phone: 215-419-6685 Fax: 215-419-6196

Bonnie E. Richards, Esq John G. Richter, MT, CFP, AEP, EA Horvitz Richards LLP Montgomery, McCracken et al Discipline: Attorney Discipline: Accountant 1800 JFK Boulevard, Suite 1601 123 S. Broad Street, 25th Floor Philadelphia, PA 19103 Philadelphia, PA 19109-1099 Phone: 215-564-8200 Fax: 215-564-9798 Phone: 215-772-7404 Fax: 215-772-7620

Theresa M. Richter Craig Riddell Bank of America Riddell Group Vice President Discipline: Other Discipline: Banking/Trust & Estate Administration One Raymond Drive 100 Four Falls Corporate Ctr.,Ste.500 Havertown, PA 19083 W. Conshohocken, PA 19428 Phone: 877-989-2100x20 Fax: 610-853-6502 Phone: 610-567-4713 Fax: 610-567-4719

Gregg Ridge, CLU, ChFC Phelps T. Riley, Esq. Ridge Insurance Company Phelps T. Riley, P.C. Discipline: Insurance President 801 Yale Avenue, Suite 626 Discipline: Attorney Swarthmore, PA 19081 1250 Broadcasting Road, Suite 103 Phone: 610-328-1490 Fax: 610-328-2510 Wyomissing, PA 19610 Phone: 610-378-9900 Fax: 610-378-9371

Joseph J. Rink, Esq. Mark Rioboli, CFP, CFS Discipline: Banking/Trust & Estate Administration Wescott Financial Advisory Group LLC 112 W. Plumstead Avenue Investment Advisor Lansdowne, PA 19050 Discipline: Investments Phone: 610-626-3886 One Liberty Palce Philadelphia, PA 19103 Phone: 215-979-1615 Fax: 215-979-1622

Bruce Risler, CLU, ChFC George M. Riter, Esq. LPL Financial Services Timoney, Knox, Hasson & Weand LLP Registered Principal Partner Discipline: Financial Planning Discipline: Attorney 1100 E. Hector Street, #235 POB 7544, 400 Maryland Drive Conshohocken, PA 19428 Fort Washington, PA 19034-7455 Phone: 610-825-5687 Fax: 610-825-5688 Phone: 215-646-6000 Fax: 215-646-0379

Miles B. Rittmaster Margaret M. Robus, CPA Law Offices of Miles B. Rittmaster Asher & Company, LTD Attorney at Law Tax Manager Discipline: Attorney Discipline: Accountant 454 Germantown Pike, 2nd Floor 1845 Walnut Street Lafayette Hill, PA 19444 Philadelphia, PA 19103-4755 Phone: 484-530-0351 Fax: 484-530-0359 Phone: 215-564-1900 Fax: 215-564-3940

Page 56 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Kathleen M. Rock Geoffrey M. Rogers Mellon Private Asset Management Glenmede Trust Company Vice President Executive Vice President Discipline: Banking/Trust & Estate Administration Discipline: Investments 1735 Market Street 1300 Market Street, #300 Philadelphia, PA 19103 Wilmington, DE 19801 Phone: 215-553-1204 Fax: 215-553-2054 Phone: 302-661-4554 Fax: 302-661-4550

James G. Rogers Jerry Rohrbach, CFRE Eastern University Temple University Director of Development Director, Planned Giving Discipline: Accountant Discipline: Charitable Planned Giving 1300 Eagle Road 1938 Liacouras Walk St. Davids, PA 19087 Philadelphia, PA 19122 Phone: 610-341-5908 Fax: 610-341-1727 Phone: 215-204-1001 Fax: 215-204-3479

Kevin N. Roller John G. Roman Roller Consulting Co., Inc. Bryn Mawr Trust Company President Senior Vice President Discipline: Insurance Discipline: Banking/Trust & Estate Administration 20 East Second Ave., #300 10 South Bryn Mawr Avenue Conshohocken, PA 19428 Bryn Mawr, PA 19010 Phone: 610-832-9880 Fax: 610-832-9888 Phone: 610-581-4733 Fax: 610-526-2076

Peter Rosenberg, Esq. Robert D. Rosenberg, CTFA Duane Morris LLP Glenmede Trust Company Member Vice President Discipline: Attorney Discipline: Banking/Trust & Estate Administration One Liberty Place 1300 N. Market Street, Suite 300 Philadelphia, PA 19103 Wilmington, DE 19801-1812 Phone: 215-979-1935 Fax: 215-979-1020 Phone: 302-661-4575 Fax: 302-661-4550

Morey S. Rosenbloom, Esq. Kenneth H. Rosenblum Blank Rome Comisky & McCauley KHR Planning Services Partner Discipline: Financial Planning Discipline: Attorney P.O. Box 4467 One Logan Square Cherry Hill, NJ 08034 Philadelphia, PA 19103-6998 Phone: 856-424-6895 Fax: 856-751-3848 Phone: 215-569-5599 Fax: 215-569-5399

Bruce A. Rosenfield, Esq. Matthew L. Rosin Schnader Harrison Segal & Lewis, LLP Drinker Biddle & Reath Discipline: Attorney Discipline: Attorney 1735 Market Street, Suite 3800 18th & Cherry Streets Philadelphia, PA 19103 Philadelphia, PA 19103 Phone: 215-751-2080 Fax: 215-972-7267 Phone: 215-988-3353 Fax: 215-988-2757

Kevin Ross Mary Phillips Ross CFP Wilmington Trust Company Salomon Smith Barney Portfolio Manager Vice President Discipline: Investments Discipline: Financial Planning 1100 North Market st. 3000 Atrium Way #500 Wilmington, DE 19801 Mt. Laurel, NJ 08054 Phone: 302-651-8052 Phone: 856-222-4534 Fax: 856-273-6407

Page 57 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Edwin H. Rouh, Jr. Patricia H. Rowan Mellon Bank PNC Bank NA Vice President Vice President Discipline: Banking/Trust & Estate Administration Discipline: Banking/Trust & Estate Administration 1735 Market Street, P.O. Box 7899 1600 Market Street Philadelphia, PA 19101-7899 Philadelphia, PA 19103 Phone: 215-553-3071 Fax: 215-553-2631 Phone: 215-585-5950 Fax: 215-585-4793

David S. Rowe Frederick Ruccius Mellon Private Wealth Mgmt. Thomas Jefferson University Vice President Associate Vice President Discipline: Banking/Trust & Estate Administration Discipline: Charitable Planned Giving 1735 Market Street 925 Chestnut St., #110 Philadelphia, PA 19103 Philadelphia, PA 19107-4216 Phone: 215-553-0734 Fax: 215-553-2054 Phone: 215-955-7990 Fax: 215-923-5164

Lance W. Rultenberg Lee C. Russell, CPA, ASA Portin Hoffmann Financial Group Ernst & Young LLP Discipline: Financial Planning Principal 115 East Glenside Avenue #10 Discipline: Valuation/Appraisal Glenside, PA 19038 2001 Market Street #4000 Phone: 215-887-5800 Fax: 215-887-5814 Philadelphia, PA 19103 Phone: 215-448-5099 Fax: 215-448-4069

Ronald W. Russell Angelo Sacco, CPA Ronald W. Russell Real Estate Sacco Sweeney LLP Owner Broker Partner Discipline: Investments Discipline: Accountant Two Penn Center, Suite 400 1653 The Fairway, Suite 201 Philadelphia, PA 19102 Jenkintown, PA 19046 Phone: 215-208-9936 Fax: 215-750-6276 Phone: 215-885-1660 Fax: 215-885-7545

Jennifer L. Safford, Esq. Margaret E.W. Sager, Esq. Deloitte & Touche Heckscher Teillon Terril & Sager Discipline: Attorney Discipline: Attorney 1700 Market St., 24th Floor 100 Four Falls Corp Center #300 Philadelphia, PA 19103 West Conshohocken, PA 19428 Phone: 215-405-7807 Fax: 215-405-3197 Phone: 610-940-4171 Fax: 610-940-6042

N. Ray Sague Marilyn Sanborne Mellon Private Asset Management Ballard Spahr Andrews & Ingersoll VP/Sr. Portfolio Manager Discipline: Attorney Discipline: Investments 1735 Market St., 51st Floor 1735 Market Street, POB 7899 Philadelphia, PA 19103 Philadelphia, PA 19101-7899 Phone: 215-864-8307 Fax: 215-864-9484 Phone: 215-553-3965 Fax: 215-553-4542

Jaime P. Santos, Esq. Katherine A. Sarlson Attorney at Law Jewish Federation of Greater Philadelphia Discipline: Attorney Endowment Officer 1878 East Route 70, #10 Discipline: Charitable Planned Giving Cherry Hill , NJ 08003 2100 Arch Street, 6th Floor Phone: 856-751-1919 Fax: 856-596-6979 Philadelphia, PA 19103 Phone: 215-832-0849 Fax: 215-832-0503

Page 58 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Leonard Sarner Sandra Sarojak Sarner & Associates Wilmington Trust Co. of PA President Vice President Discipline: Attorney Discipline: Banking/Trust & Estate Administration 11 Penn Center, 29th Floor 795 E. Lancaster Avenue Philadelphia, PA 19103 Villanova, PA 19085 Phone: 215-496-1396 Fax: 215-568-1044 Phone: 610-520-1461 Fax: 610-520-1427

Emanuel L. Sarris, Sr., RFC,CIS Martin J. Satinsky, CPA, PFS Sarris Financial Group, Inc. Isdaner & Company LLC President Discipline: Accountant Discipline: Financial Planning Three Bala Plaza, Suite 501W 6070 Atkinson Rd POBox 638 Bala Cynwyd, PA 19004 New Hope, PA 18938 Phone: 610-668-4200 Fax: 484-434-2050 Phone: 215-598-3080X210 Fax: 215-598-7177

Dorothy Scarlett E. Markley Schellenger, Jr., AEP Fiduciary Trust Internaitonal of DE Retired Sr. Vice President & Trust Counsel Discipline: Other Discipline: Banking/Trust & Estate Administration 19 Chetwynd Road 1220 N. Market St. Paoli, PA 19301 Wilmington, DE 19801 Phone: 610-644-1430 Phone: 302-429-0910 Fax: 302-429-0984

Marianna F. Schenk Harry Scheyer, CPA/PFS,CFP Wolf Block Pinnacle Financial Advisors Attorney President Discipline: Attorney Discipline: Financial Planning 1650 Arch Street, 22nd Floor Atriums at Greentree 11000 Lincoln Drive West, #8 Philadelphia, PA 19103 Marlton, NJ 08053 Phone: 215-977-2174 Fax: 215-405-3774 Phone: 856-797-8082 Fax: 856-797-8086

Clifford D. Schlesinger, Esq. Stephen M. Schlichter, MSFS Wolf Block Main Line Financial Advisors Partner/Practice Group Chairman Discipline: Financial Planning Discipline: Attorney 629A Swedesford Road 1650 Arch Street, 22nd Floor Malvern, PA 19355 Philadelphia, PA 19103 Phone: 610-983-3157 Fax: 610-917-9158 Phone: 215-977-2550 Fax: 215-405-2550

Richard Schmeltzer, CPA Pam H. Schneider Goldenberg Rosenthal LLP Gadsden Schneider & Woodward LLP Partner Partner Discipline: Accountant Discipline: Attorney 101 West Avenue.POB 458 700 South Henderson Road, Ste. 345 Jenkintown, PA 19046 King of Prussia , PA 19406 Phone: 215-881-8110 Fax: 215-881-8210 Phone: 484-683-2600 Fax: 484-683-7279

Ivan Schonfeld Janet Schumacher American Technion Society Wilmington Trust of PA Regional Director Vice President Discipline: Charitable Planned Giving Discipline: Banking/Trust & Estate Administration 150 Monument Road, #312 One Liberty Place, Suite 3150, 1650 Market St. Bala Cynwyd, PA 19004 Philadelphia, PA 19103 Phone: 610-667-6777 Fax: 610-667-6712 Phone: 215-419-6597 Fax: 215-419-6579

Page 59 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) David R. Schwartz Lewis M. Schwartz Glenmede Trust Company LMS Financial Services Vice President Financial Consultant Discipline: Banking/Trust & Estate Administration Discipline: Insurance 1650 Market St., #1200 25 South Main Street, #128 Philadelphia, PA 19103-7391 Yardley, PA 19067 Phone: 215-419-6151 Fax: 215-419-6198 Phone: 215-369-1115 Fax: 215-369-1116

Michael Schwartz, CLU, ChFC, MSFS David T. Scott Karr Barth Associates Delaney & Scott, P.C. Senior Vice President Discipline: Attorney Discipline: Insurance 1528 McDaniel Drive 40 Monument Road West Chester, PA 19380 Bala Cynwyd, PA 19004-1797 Phone: 610-344-9020 Fax: 610-344-0624 Phone: 610-667-8555 Fax: 610-667-2173

Kimberly J. Scott, Esq. Joseph Sedlack, Esq. Obermayer Rebmann Maxwell & Hippel Reed Smith LLP Discipline: Attorney Discipline: Attorney One Penn Center, 19th Fl 2500 One Liberty Place Philadelphia, PA 19103 Philadelphia, PA 19103 Phone: 215-665-3022 Fax: 215-665-3165 Phone: 215-851-8132 Fax: 215-851-1420

Steven M. Seide Joseph P. Sgro, CPA Seide Financial Group, Inc. Joyce & Associates P.C. President Shareholder Discipline: Financial Planning Discipline: Accountant 110 John Robert Thomas Drive One Glenhardie Corporate Center, 1275 Drummers Lane, #102 Exton, PA 19341 Wayne, PA 19087-1571 Phone: 610-280-9330 Fax: 610-280-9334 Phone: 610-687-8200 Fax: 610-687-8224

Nancy Beth Sheerr Adam T. Sherman, CLU,ChFC,CFP,MSFS Hawthorn/PNC Advisors Progress Financial Resourses, Inc. Senior Financial Advisor Discipline: Insurance Discipline: Investments 1818 Market St., 29th Floor 6022 West Chester Pike Philadelphia, PA 19103 Edgemont, PA 19028 Phone: 215-569-3110 Fax: 215-569-2680 Phone: 610-540-2027 Fax: 610-640-9554

Spencer D. Sherman Daniel M. Shevlin, CLU, CFP Sherman Financial Inc. Key Advisors Group President Certified Financial Planner Discipline: Financial Planning Discipline: Financial Planning 2 Logan Square, Ste. 1535 Rosetree Corp. Ctr. 1, 1400 N. Providence Rd., Ste. 411 Philadelphia, PA 19103 Media, PA 19063 Phone: 215-656-4280 Fax: 215-656-4281 Phone: 610-565-5657 Fax: 610-565-1709

Elizabeth D. Shevlin Philip M. Shiekman, Esq. Fox Rothschild O'Brien & Frankel, LLP Fox Rothschild O'Brien & Frankel Discipline: Attorney Senior Counsel 2000 Market Street, 10th Floor Discipline: Attorney Philadelphia, PA 19103 2000 Market Street, 10th Floor Phone: 215-299-2155 Fax: 215-299-2150 Philadelphia, PA 19103-3291 Phone: 215-299-2764 Fax: 215-299-2150

Page 60 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Alisa M. Shin Leonard L. Shober, Esq. Duane Morris LLP Law Offices of Leonard L. Shober Associate Discipline: Attorney Discipline: Attorney 593-4 Bethlehem Pike 4200 One Liberty Place Montgomeryville, PA 18936 Philadelphia, PA 19103 Phone: 215-822-4643 Phone: 215-979-1790 Fax: 215-979-1020

Eileen Shovlin Erik Shusted, JD Coventry First First Union National Bank Regional VP Fiduciary Sales Officer Discipline: Insurance Discipline: Banking/Trust & Estate Administration 7111 Valley Green Rd. 123 S. Broad Street PA 1208 Ft. Washington, PA 19034 Philadelphia, PA 19109 Phone: 215-836-8323 Fax: 215-402-8323 Phone: 215-266-1548 Fax: 215-670-7580

Jaime R. Shuster Richard I. Sichel Fox Rothschild O'Brien & Frankel Philadelphia Trust Company Esquire Chief Investment Officer Discipline: Attorney Discipline: Investments 2000 Market Street, 10th Floor 1735 Market Street Philadelphia, PA 19103-3291 Philadelphia, PA 19103 Phone: 215-299-2745 Fax: 215-299-2150 Phone: 215-979-3436 Fax: 215-979-3450

Aaron Siegel Mark L. Silow, Esq. Freedoms Foundation Fox Rothschild O'Brien & Frankel Discipline: Education Partner 1601 Valley Forge Road Discipline: Attorney Valley Forge, PA 19482 2000 Market Street Phone: 610-933-8825x242 Fax: 610-935-0522 Philadelphia, PA 19103 Phone: 215-299-2099 Fax: 215-299-2150

Terry D. Silver Howard Silverman, CLU, ChFC Yampolsky Mandeloff Silver & Co. HSA Corporation Discipline: Accountant Discipline: Insurance 1420 Walnut Street, #200 Three Bala Plaza East, Ste. 502 Philadelphia, PA 19102 Bala Cynwyd, PA 19004 Phone: 215-545-4800 Fax: 215-545-4810 Phone: 610-664-8000 Fax: 610-664-8373

Amelia M. Simeone William F. Simkiss, CPCU, CLU Mellon Financial Simkiss Agency Vice President Executive Vice President Discipline: Investments Discipline: Insurance 1735 Market St., POB 7899 2 Paoli Office Park, P.O. Box 1787 Philadelphia, PA 19101-7899 Paoli, PA 19301-0826 Phone: 215-553-4927 Fax: 215-553-4542 Phone: 610-727-5300 Fax: 610-727-5414

Douglas Simon, MD Norman Simon, ChFC, CLU, AEP Bernstein Investment Research & Management Corporate Planning Group Vice President Discipline: Insurance Discipline: Investments 1357 Hideaway Circle 102 Wisteria Lane Fort Washington, PA 19034-2817 Media, PA 19063 Phone: 215-542-1525 Fax: 215-643-8799 Phone: 610-357-6746 Fax: 212-407-5850

Page 61 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Robert Sims, ChFC, CLU, CFP Stanley A. Singer,CFP Sims Financial Services LLC Janney Montgomery Scott LLC Chairman Executive Vice President/Investments Discipline: Financial Planning Discipline: Financial Planning 531 E. Lancaster Ave., POB 75 1801 Market Street Wayne, PA 19087 Philadelphia, PA 19103-1675 Phone: 610-687-5050 Fax: 610-688-2198 Phone: 215-665-6232 Fax: 215-665-4546

Renato Sirianni, CLU, ChFC, LUTEF Robert M. Siwicki MONY Group Fleet M&A Advisors Assistant Managing Director Managing Director Discipline: Insurance Discipline: Valuation/Appraisal 401 City Avenue, Suite 723 4 Penn Center Plaza, 12th Floor, 1600 JFK Blvd. Bala Cynwyd, PA 19004 Philadelphia, PA 19103 Phone: 610-617-7149 Fax: 610-667-5694 Phone: 267-675-0293 Fax: 267-675-0312

Ellen Sklar Robert Slutsky Albert Einstein Healthcare Network Robert M. Slutsky Assoc. Discipline: Charitable Planned Giving Proprietor 5501 Old York Road Discipline: Attorney Philadelphia, PA 19141 102 C West Germantown Pike, #303 Phone: 215-456-7890 Norristown, PA 19401 Phone: 610-940-0650 Fax: 610-940-0638

Barry L. Small Scott S. Small Duane Morris LLP Mellon Financial Corporation Discipline: Attorney Vice President 4200 One Liberty Place Discipline: Banking/Trust & Estate Administration Philadelphia, PA 19103 1735 Market Street, POB 7899 Phone: 215-979-1771 Fax: 215-979-1020 Philadelphia, PA 19103 Phone: 215-553-3001 Fax: 215-553-2631

Walter Smedley, III James W. Smith Bryn Mawr Trust Company Stockton Bates LLP Senior Vice President Discipline: Accountant Discipline: Banking/Trust & Estate Administration 42 S. 15th St., #600 10 South Bryn Mawr Avenue Philadelphia, PA 19102 Bryn Mawr, PA 19010 Phone: 215-241-7500 Fax: 215-567-3813 Phone: 610-526-2330 Fax: 610-526-2487

Marc Smith Margerie A. Smith, Esq. Delaware Valley Financial Group Calibre Managing Partner Vice President/Advisor Discipline: Insurance Discipline: Banking/Trust & Estate Administration 2540 Renaissance Blvd. Centre Square West-20th Fl. 1500 Market Street King of Prussia, PA 19406-2673 Philadelphia, PA 19102 Phone: 484-322-4400 Fax: 484-322-4500 Phone: 267-321-5934 Fax: 267-321-5930

Terri L. Smith Lynn Smoker U.S. Trust Company American Cancer Society New Business Development Donor Development Officer Discipline: Investments Discipline: Charitable Planned Giving 100 West Lancaster Avenue, Suite 200 1626 Locust Street Wayne, PA 19087-4096 Philadelphia, PA 19103 Phone: 610-971-7924 Fax: 610-902-9126 Phone: 215-985-5350 Fax: 215-985-5343

Page 62 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Rebecca Rosenberger Smolen Colby H. Snyder, CBA Reed Smith LLP Snyder & Company Associate Managing Director Discipline: Attorney Discipline: Valuation/Appraisal 2500 One Liberty Pl. 1650 Market St. 1515 Market Street, #1220 Philadelphia, PA 19103-7301 Philadelphia, PA 19102 Phone: 215-851-8160 Fax: 215-851-1420 Phone: 215-564-4550 Fax: 215-564-4734

Howard Snyder Kathleen S. Snyder Matrix Capital Markets Group, Inc. Goldman Sachs Trust Co., N.A. Vice President Trust Officer Discipline: Investments Discipline: Banking/Trust & Estate Administration 1700 Market Street, Suite 1510 901 Market Street, Suite 400 Philadelphia, PA 19103 Wilmington, DE 19801 Phone: 215-717-0401x110 Fax: 215-557-7280 Phone: 302-778-5412 Fax: 302-778-5417

Mark Sobel Jonathan D. Sokoloff, Esq. Drucker & Scaccetti PC Diamond Polsky & Bauer Shareholder Discipline: Attorney Discipline: Accountant 1608 Walnut Street, Suite 900 1845 Walnut St., 14th Floor Philadelphia, PA 19103 Philadelphia, PA 19103 Phone: 215-732-4200 Fax: 215-735-1858 Phone: 215-665-3960 Fax: 215-665-3980

Arthur R. G. Solmssen, Jr. Esq. Howard M. Soloman, Esq. Dechert Abrahams Loewenstein & Bushman Discipline: Attorney Shareholder 1717 Arch Street, #4000 Discipline: Attorney Philadelphia, PA 19103-2793 One Liberty Place, #3100 Phone: 215-994-2303 Fax: 215-994-2222 Philadelphia, PA 19103-7392 Phone: 215-561-1030 Fax: 215-587-0888

Howard L. Soloway, CLU ChFC MSFS Lynne M. Spangler, Esq. Delaware Valley Financial Group U.S. Trust Co. Senior Partner Client Relationship Officer Discipline: Insurance Discipline: Banking/Trust & Estate Administration 2540 Renaissance Blvd. 100 W. Lancaster Avenue King of Prussia, PA 19406 Wayne, PA 19087 Phone: 484-322-4400 Fax: 484-322-4500 Phone: 610-971-7923 Fax: 610-989-0613

Patti Spencer Debra G. Speyer, Esq. Spencer Law Firm Law Offices of Debra G. Speyer Discipline: Attorney Discipline: Attorney 320 Race Avenue Two Penn Center Plaza, #200 Lancaster, PA 17603 Philadelphia, PA 19102 Phone: 717-394-1131 Fax: 717-509-2018 Phone: 215-238-1980 Fax: 215-238-1383

Frank Spezzano CLU ChFC, MSFS Nicole Splitter IRUS Corporation Management Planning, Inc. President Discipline: Valuation/Appraisal Discipline: Insurance 101 Poor Farm Rd. 923 Marlborough Street Princeton, NJ 08542 Philadelphia, PA 19125 Phone: 908-931-9115 Fax: 908-931-9688 Phone: 215-423-7400 Fax: 215-423-9556

Page 63 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Samuel A. Stafford, CLU, ChFC William J. Stallkamp Key Advisors Group Penn Hudson Financial Group Discipline: Financial Planning Managing Director 600 Reed Road Discipline: Other Broomall, PA 19008 1515 Market Street, Suite 1225 Phone: 610-359-1050 Fax: 610-353-5846 Philadelphia, PA 19102 Phone: 215-568-4556 Fax: 215-568-4844

Manuel N. Stamatakis William G. Stanley Stamatakis and Associates,Inc. The Stanley- Laman Group President President Discipline: Insurance Discipline: Financial Planning 1111 W. Dekalb Pike 1235 Westlakes Dr., Suite 295 Wayne, PA 19087 Berwyn, PA 19312 Phone: 610-265-9600 Fax: 610-337-4801 Phone: 610-993-9100 Fax: 610-993-8382

Robert M. Starr Michelle F. Stauffer Penn Hudson Financial Group Glenmede Trust Company Managing Director Vice President Discipline: Other Discipline: Banking/Trust & Estate Administration 1515 Market Street, Suite 1225 1650 Market Street, #1200 Philadelphia, PA 19102 Philadelphia, PA 19103 Phone: 215-568-4556 Fax: 215-568-4844 Phone: 215-419-6167 Fax: 215-419-6198

Brigham Stearns, Jr. Laura E. Stegossi, Esq. Mellon Bank Blank Rome Comisky & McCauley LLP Vice President Discipline: Attorney Discipline: Banking/Trust & Estate Administration One Logan Square 1735 Market St AIM 193-0379 Philadelphia, PA 19103 Philadelphia, PA 19101 Phone: 215-569-5659 Fax: 215-832-5659 Phone: 215-553-4744 Fax: 215-553-2141

Arthur L. Steiger James G. Steiker Seligman Cupersmith Wilensky & Co., LLP Shared Equity Strategies, Inc. Partner Principal Discipline: Accountant Discipline: Attorney 10 Grove Street 7318 Germantown Avenue Cherry Hill, NJ 08002 Philadelphia, PA 19119 Phone: 856-486-1818 Fax: 856-486-7965 Phone: 215-242-5200 Fax: 215-248-2288

Burton K. Stein, Esq. Judith B. Stein Cozen O'Connor Wilmington Trust Discipline: Attorney Vice President and Counsel 200 Four Falls Corporate Center, #400 Discipline: Attorney West Conshohocken, PA 19428 Rodney Sq North, 1100 N. Market St. 0500/WTC3 Phone: 610-941-2349 Fax: 877-295-6878 Wilmington, DE 19890 Phone: 302-651-1693 Fax: 302-427-4771

Jill B. Steinberg E. Matthew Steinberg Prudent Management Associates Fahnestock Managing Director Vice President/Financial Services Discipline: Investments Discipline: Investments 1735 Market Street, Suite 3902 500 Old York Road Philadelphia, PA 19103 Jenkintown, PA 19046 Phone: 215-994-1062 Fax: 215-994-1064 Phone: 215-576-3015 Fax: 888-800-1152

Page 64 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Mark N. Steinberger, Esq. Kathleen A. Stephenson, Esq. Pitcairn Trust Company Pepper Hamilton LLP General Counsel of Counsel Discipline: Banking/Trust & Estate Administration Discipline: Attorney One Pitcairn Place #3000 3000 Two Logan Square, 18th & Arch Streets Jenkintown, PA 19046 Philadelphia, Pa 19103 Phone: 215-881-6040 Fax: 215-881-6090 Phone: 215-981-4311 Fax: 215-981-4750

Charles Sterne, III James H. Stevens Curtis Institute of Music Strong Stevens & Wyant, P.C. Director of Major Gifts & Planned Giving Principal Discipline: Charitable Planned Giving Discipline: Attorney 1726 Locust Street 1250 Germantown Pike, Ste. 300 Philadelphia, PA 19103 Plymouth Meeting, PA 19462 Phone: 215-893-5279 Fax: 215-893-5258 Phone: 610-832-5900 Fax: 610-832-5914

Richard W. Stevens, Esq. Dana H. Stewardson Discipline: Attorney Logan Capital Management 115 West Avenue, #108 Managing Director Jenkintown, PA 19046 Discipline: Investments Phone: 215-887-4600 Fax: 215-887-4604 One Liberty Place, #5200 Philadelphia, PA 19103 Phone: 215-569-1414 Fax: 215-851-9444

Maurice L. Stewart, CLU, ChFC,CLF Karen M. Stockmal Penn Mutual Life Insurance Company Pepper Hamilton LLP Executive Consultant Associate Discipline: Insurance Discipline: Attorney 600 Dresher Road-C2B 400 Berwyn Pk., 899 Cassatt Road Horsham, PA 19044 Berywn, PA 19312-1183 Phone: 215-956-8350 Fax: 215-956-7508 Phone: 610-640-7828 Fax: 610-640-7835

Edward A. Stoeber, JD, CLU,CPC, ChFC, CFP Bonnie Stokes Discipline: Financial Planning HSBC Bank USA P.O. Box 272 First Vice President Valley Forge, PA 19481 Discipline: Investments Phone: 610-933-1988 Fax: 610-933-1988 452 Fifth Avenue, 26th Floor New York, NY 10018 Phone: 212-525-8478 Fax: 212-525-0296

Joseph J. Stoll Olivia H. Stoner The Glenmede Trust Co. Wilmington Trust of PA First Vice President Vice President Discipline: Banking/Trust & Estate Administration Discipline: Banking/Trust & Estate Administration One Liberty Place, Suite 1200 795 E. Lancaster Avenue, #6 Philadelphia, PA 19101 Villanova, PA 19085 Phone: 215-419-6623 Fax: 215-419-6786 Phone: 610-520-1492 Fax: 610-520-1427

Marian D. Strange, CPA Erik Strid Joyce & Associates P.C. Merrill Lynch Director of Taxes Financial Advisor Discipline: Accountant Discipline: Investments One Glenhardie Corporate Center, 1275 Drummers Lane, #102 724 W. Lancaster Avenue Wayne, PA 19087-1571 Wayne, PA 19087 Phone: 610-687-8200 Fax: 610-687-8224 Phone: 610-971-6263 Fax: 610-971-6277

Page 65 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Nina Booz Stryker, Esq. Nicole Stuart Obermayer Rebmann Maxwell & Hippel Wilmington Trust Company Discipline: Attorney Asst. Vice President One Penn Center, 19th Floor Discipline: Banking/Trust & Estate Administration Philadelphia, PA 19103 795 E. Lancaster Avenue Phone: 215-665-3000 Fax: 215-665-3165 Villanova, PA 19085 Phone: 610-520-8459 Fax: 610-520-1428

Quentin Sturm Stephen P. Sullivan Innovative Capital Partners, LLC Crozer-Chester & Delco Mem.Found. Discipline: Attorney Executive Director 16 Campus Blvd. Discipline: Charitable Planned Giving Newtown Square, PA 19073 501 N. Lansdowne Avenue Phone: 610-355-1811 Fax: 610-355-1810 Drexel Hill, PA 19026 Phone: 610-284-8127 Fax: 610-284-8993

Lynne M. Summers John R. Suria, Esq. The Glenmede Trust Company Saul Ewing LLP Estate Administrator Discipline: Attorney Discipline: Banking/Trust & Estate Administration Centre Square West, 38th Floor, 1500 Market Street 1650 Market St., Suite 1200 Philadelphia, PA 19102 Philadelphia, PA 19103 Phone: 215-972-7817 Fax: 215-972-1923 Phone: 215-419-6782 Fax: 215-419-6198

Lisa Susanto Gerald S. Susman PNC Advisors Susman Business & Estate Strategies Inc. Associate Wealth Planner President Discipline: Financial Planning Discipline: Financial Planning 1600 Market Street 1864 E. Route 70, #115 Philadelphia, PA 19103 Cherry Hill, NJ 08003 Phone: 215-585-6920 Fax: 215-585-7268 Phone: 856-424-2422 Fax: 856-424-2708

Samuel T. Swansen, Esq. Sharon Szalwinski Samuel T. Swansen, P.C. Hoyt Devine & Company Ltd. President Staff Accountant Discipline: Attorney Discipline: Accountant 610 Sentry Parkway,Suite 220 POB 551 Blue Bell, PA 19422 Berwyn, PA 19312 Phone: 610-834-9810 Fax: 610-834-9812 Phone: 610-647-3910 Fax: 610-647-2001

Donna F. Tait, CFP, CTFA Stephen C. Target, CLU The Rittenhouse Trust Company Northwestern Mutual Financial Network Vice President Financial Rep. Discipline: Banking/Trust & Estate Administration Discipline: Insurance 3 Radnor Corporate Ctr., Ste. 450 1818 Market St., #3010 Radnor, PA 19087-4546 Philadelphia, PA 19103 Phone: 610-995-8743 Fax: 610-995-8796 Phone: 215-569-1222 Fax: 215-972-2752

Stephen Tarr CLU ChFC Deborah Taylor American College Bank of America Trust Company of DE Vice President Discipline: Banking/Trust & Estate Administration Discipline: Education 4001 Kennett Pike, Suite 206 270 S. Bryn Mawr Avenue Greenville, DE 19807 Bryn Mawr, PA 19010 Phone: 302-652-6245 Fax: 302-657-5055 Phone: 610-526-1425 Fax: 610-526-1545

Page 66 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Victor A. Tedesco, CFP ChFC,MSFS Ralph N. Teeters, Esq. Strategic Financial Advisors Corp. Teeters & Harvey President Discipline: Attorney Discipline: Financial Planning Eleven Penn Center, 1835 Market Street 701 S. Rt. 73, #125, Bldg 2, Ste. 125 Philadelphia, PA 19103-2968 Marlton, NJ 08053 Phone: 215-567-2030 Fax: 215-567-0588 Phone: 856-983-1001 Fax: 856-596-5927

L. Pierre Teillon, Jr. John A. Terrill, Esq. Heckscher Teillon Terrill Sager Heckscher Teillon Terrill & Sager Discipline: Attorney Discipline: Attorney 100 Four Falls Corp Cntr #300 100 Four Falls Corp Center #300 West Conshohocken, PA 19428 West Conshohocken, PA 19428 Phone: 610-940-4169 Fax: 610-940-6042 Phone: 610-940-4172 Fax: 610-940-6042

Mauria E. Tesauro John Teti Wilmington Trust of PA Karr Barth Assoc., Inc. Vice President Executive Vice President Discipline: Banking/Trust & Estate Administration Discipline: Insurance 795 E. Lancaster Avenue, Suite 6 40 Monument Road Villanova, PA 19085 Bala Cynwyd, PA 19004 Phone: 610-520-1433 Fax: 610-520-1427 Phone: 610-660-4137 Fax: 610-660-4545

Doris P. Theune, CFP, AEP Allen F. Thomas Bryn Mawr Trust Company Devereux Foundation Senior Vice President VP/General Counsel Discipline: Financial Planning Discipline: Charitable Planned Giving 10 South Bryn Mawr Avenue 2012 Renaissance Blvd. Bryn Mawr, PA 19010 King of Prussia, PA 19406 Phone: 610-581-4725 Fax: 610-526-2076 Phone: 610-542-3040 Fax: 610-542-3141

Randy Gene Thomas Douglas Thompson Bryn Mawr Trust Company Shaker Investments Senior Vice President Vice President, Marketing Discipline: Banking/Trust & Estate Administration Discipline: Investments 10 South Bryn Mawr Avenue 1763 E. Route 70, #202 Bryn Mawr, PA 19010 Cherry Hill, NJ 08003 Phone: 610-581-4739 Fax: 610-525-3567 Phone: 856-761-0540 Fax: 856-489-7525

Radclyffe F. Thompson, CFP William Thompson Pennsylvania Trust Company Wachovia Securities Vice President Business Development Financial Advisor Discipline: Banking/Trust & Estate Administration Discipline: Investments 5 Radnor Corporate Center, Ste. 450, 100 Matsonford Road 2 Tower Bridge #200 Radnor, PA 19087 Conshohocken, PA 19428 Phone: 610-975-4317 Fax: 610-975-4324 Phone: 610-832-7627 Fax: 610-832-7679

Mark R. Threlfall Margaret Keene Tierney Smith Barney Inc. Christie's First Vice President Vice President Discipline: Financial Planning Discipline: Valuation/Appraisal 3 Bala Plaza East, #614 800 The Times Building, Suburban Square Bala Cynwyd, PA 19004 Ardmore, PA 19003 Phone: 610-660-6240 Fax: 610-668-1914 Phone: 610-642-3171 Fax: 610-642-6080

Page 67 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Carol A. Tino Angela C. Titus Fineman & Bach P.C. Archer & Greiner Discipline: Attorney Associate 200 Four Falls Corporate Ctr., Ste 201 Discipline: Attorney W. Conshohocken, PA 19428 One Centennial Square Phone: 215-893-8744 Fax: 215-893-8739 Haddonfield, NJ 08033 Phone: 856-354-3044 Fax: 856-795-0574

David M. Tobin Gilbert E. Toll Pitcairn Trust Co Meo Reno Associates Vice President Discipline: Attorney Discipline: Banking/Trust & Estate Administration 150 Monument Rd #603 1 Pitcairn Pl Ste 3000 Bala Cynwyd, PA 19004 Jenkintown, PA 19046 Phone: 610-660-6505 Fax: 610-664-7703 Phone: 215-881-6012 Fax: 215-881-6092

Richard Tonetti Chris Topolewski First Union/Wachovia West Capital Management Senior Vice President Discipline: Financial Planning Discipline: Banking/Trust & Estate Administration 2 Penn Center, Suite 605 123 S. Broad Street, PA1209 Philadelphia, PA 19102 Philadelphia, PA 19109 Phone: 215-564-6353 Phone: 215-670-4070 Fax: 215-670-4008

Steven J. Toto, CFP Frank B. Tracy, Esq. New England Financial Group Monteverde McAlee Fitzpatrick, et. al. Certified Financial Planner Discipline: Attorney Discipline: Financial Planning 1617 JFK Blvd, #1500 1255 Drummers Way Suite 30D Philadelphia, PA 19103-1815 Wayne, PA 19087 Phone: 215-577-2900 Fax: 215-557-2990 Phone: 800-984-8330 Fax: 215-504-1269

Mark R. Threlfall Robert N. Tropp, Jr. Smith Barney Inc. Hawthorn- A PNC Company Financial Consultant Vice President Discipline: Financial Planning Discipline: Banking/Trust & Estate Administration 3 Bala Plaza East, #614 1600 Market St., 29th Fl. Bala Cynwyd, PA 19004 Philadelphia, PA 19103 Phone: 610-660-6240 Fax: 610-668-1914 Phone: 215-585-5680 Fax: 215-585-5488

Jared Truban F.A. Tucker CLU PricewaterhouseCoopers LLP Biddle Insurance Services, Inc. Discipline: Attorney President Two Commerce Square, Suite 1300, 2001 Market Street Discipline: Insurance Philadelphia, PA 19103 993 Old Eagle School Rd., #407 Phone: 267-330-2536 Fax: 267-330-4125 Wayne, PA 19087 Phone: 610-687-0300 Fax: 610-687-1782

R. Noel Turner Lise Twiford, MBA,CFRE First Union National Bank Abington Memorial Hospital Vice President Planned Giving Officer Discipline: Banking/Trust & Estate Administration Discipline: Charitable Planned Giving 123 South Broad Street PA1210 1200 Old York Road Philadelphia, PA 19109 Abington, PA 19001 Phone: 215-670-4020 Fax: 215-670-4006 Phone: 215-481-4019 Fax: 215-481-8965

Page 68 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) John R. Twombly, Jr. Harry R. Tyler Discipline: Attorney Tyler Wealth Counselors, Inc. 22 West Second Street President Media, PA 19063 Discipline: Financial Planning Phone: 610-565-2036 Fax: 610-566-9460 1450 E. Boot Road, #200C West Chester, PA 19380 Phone: 610-344-0900 Fax: 610-344-7656

Ronald C. Unterberger Anthony C. Valentino Harper & Driver KPMG LLP Partner Tax Staff Accountant Discipline: Attorney Discipline: Accountant 121 S.Broad Street 1601 Market Street Philadelphia, PA 19107 Philadelphia, PA 19103 Phone: 215-735-3090 Fax: 215-735-3565 Phone: 267-256-3062

Michael J. Valoris, JD Walter H. Van Buren American Friends Service Committee CBIZ Benefits & Insurance Director of Gift Planning Executive Vice President Discipline: Charitable Planned Giving Discipline: Insurance 1501 Cherry Street 401 Plymouth Road, Ste. 200, POB 1000 Philadelphia, PA 19102 Plymouth Meeting, PA 19462 Phone: 215-241-7095 Fax: 215-241-7231 Phone: 610-862-2290 Fax: 610-862-2590

Thomas A. Varley Cole P. Vastine First Financial Bank Davidson Trust Company Senior Vice President Executive Vice President Discipline: Banking/Trust & Estate Administration Discipline: Banking/Trust & Estate Administration 100 East Lancaster Avenue 20 N. Waterloo Road Downingtown, PA 19335 Devon, PA 19333 Phone: 610-269-3700 Fax: 610-269-0455 Phone: 610-254-2015 Fax: 610-975-0050

Howard I. Verbofsky David Vermeil PNC Bank Wilmington Trust of PA PNC Advisors General Counsel Vice President Discipline: Attorney Discipline: Investments 1600 Market St., 28th Floor West Chester Financial Center, Two West Market Street Philadelphia, PA 19103 West Chester, PA 19380 Phone: 215-585-6814 Fax: 215-585-7260 Phone: 610-430-1020 Fax: 610-430-1472

Eva Marie Victor Louis R. Vilardo Penn Mutual Life Insurance Co Neuberger Berman LLC Discipline: Attorney Regional Vice President 600 Dresher Road Discipline: Investments Horsham, PA 19044 One Logan Square, Suite 2630 Phone: 215-956-8915 Fax: 215-956-7508 Philadelphia, PA 19103-6914 Phone: 215-832-0221 Fax: 215-751-9146

Alfred J. Vogel Warren Vogel M & T Bank Silverman, Bernheim & Vogel Vice President Shareholder Discipline: Banking/Trust & Estate Administration Discipline: Attorney 601 Dresher Road Ste. 910 Two Penn Center Horsham, PA 19044-2203 Philadelphia, PA 19102 Phone: 215-956-7107 Fax: 215-956-7113 Phone: 215-569-0000 Fax: 215-636-3999

Page 69 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Robert A. Wade, Esq. Matthew Walker Wade & Goldstein Landau Et. Al. Mellon Private Asset Mgmt. Discipline: Attorney First Vice President 61 Cassatt Ave. Discipline: Banking/Trust & Estate Administration Berwyn, PA 19312 1735 Market Street AIM # 193-0379 Phone: 610-296-1800 Fax: 610-296-1802 Philadelphia, PA 19101-7899 Phone: 215-553-4600 Fax: 215-553-2141

William T. Walsh, ChFC, CLU Brian P. Walsh, CLU, ChFC Equitable Life Assurance Society Walsh & Nicholson Financial Group Discipline: Insurance Discipline: Financial Planning 997 Old Eagle School Rd # 218 150 Monument Rd., #605 Wayne, PA 19087 Bala Cynwyd, PA 19004 Phone: 610-293-0527 Fax: 610-964-0142 Phone: 610-664-4400 Fax: 610-664-4470

Tracey Walsh Johanna L. Walters First Financial Networks, Inc. Entrust Financial, LLC Registered Representative Executive Associate Discipline: Financial Planning Discipline: Financial Planning 1000 Westlakes Drive, #120 44 W. Lancaster Avenue, Suite 200 Berwyn, PA 19312 Ardmore, PA 19003 Phone: 610-296-8700 Fax: 610-296-8719 Phone: 610-649-8703 Fax: 610-649-8803

Catherine Ward David Warner, CPA Bryn Mawr Trust Company Zelnick Mann & Winikur, PC Senior Vice President Shareholder Discipline: Investments Discipline: Accountant 10 South Bryn Mawr Avenue 10 N. Presidential Blvd., #120 Bryn Mawr, PA 19010 Bala Cynwyd, PA 19004 Phone: 610-581-4766 Fax: 610-526-2076 Phone: 610-664-0450 Fax: 610-664-0955

Matthew G. Waschull, CTFA Gordon Wase Wilmington Trust Co. Wase & Wase Vice President & Managing Director Discipline: Attorney Discipline: Banking/Trust & Estate Administration 123 South Broad Street, #1210 1100 N. Market Street Philadelphia, PA 19109 Wilmington, DE 19890 Phone: 215-732-3426 Fax: 215-545-6773 Phone: 302-651-1033 Fax: 302-651-1958

Christopher H. Washburn, CPA Andrea Lachman Wasser, Esq KPMG LLP Vanguard Group Retired Partner Associate Counsel, Legal Dept. Discipline: Accountant Discipline: Attorney 910 Malvern Drive P.O. Box 709, 224 Pottstown, PA 19465 Valley Forge, PA 19482 Phone: 610-326-7173 Fax: 610-327-9173 Phone: 610-669-0152 Fax: 610-503-7393

Margaret K. Wasson David S. Waters, CFP, RHU,ChFC,CLU Mellon Bank NA Professional Planning Associates Vice President Vice President Discipline: Banking/Trust & Estate Administration Discipline: Insurance P.O. Box 7899 AIM 193-0385 Bellevue/Broad & Walnut Sts., Ste. 400 Philadelphia, PA 19101-7899 Philadelphia, PA 19102 Phone: 215-553-4921 Fax: 215-553-2141 Phone: 215-875-8790 Fax: 215-875-8745

Page 70 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) David R. Watson, CLU, ChFC, AEP John J. Watson, CFP, CTFA,CLU,ChFC Phoenix Life Insurance Company Fleet Private Clients Group Discipline: Insurance Vice President 7 Elm Drive Discipline: Investments Medford, NJ 08055 1600 JFK Blvd. Phone: 609-654-8361 Fax: 609-654-8361(call first) Philadelphia, PA 19103 Phone: 267-675-0380 Fax: 267-675-0398

Edward McLain Watters,III, Esq. Paul Wechsler, III, CLU, ChFC Pepper Hamilton LLP Wechsler/Marsico Associates Partner Discipline: Insurance Discipline: Attorney 120 East State Street 400 Berwyn Pk, 899 Cassatt Rd. Media, PA 19063 Berwyn, PA 19312-1183 Phone: 610-565-9550 Fax: 610-892-0822 Phone: 610-640-7809 Fax: 610-640-7835

Pamela Weems Robert Weigner KPMG LLP Nationwide Life Insurance Tax Managing Director Discipline: Insurance Discipline: Accountant 1377 N. Charlotte Street 1601 Market Street Pottstown, PA 19464 Philadelphia, PA 19103 Phone: 610-323-2142 Fax: 610-326-6984 Phone: 267-256-2967 Fax: 267-256-7200

David A. Weinberg, CFA Robert J. Weinberg, Esq. Penn Hudson Financial Group, Inc. Pepper Hamilton LLP Managing Director Partner Discipline: Other Discipline: Attorney 1515 Market Street, Suite 1225 3000 Two Logan Square, 18th & Arch Streets Philadelphia, PA 19102 Philadelphia, PA 19103-2799 Phone: 215-568-4556 Fax: 215-568-4844 Phone: 215-981-4444 Fax: 215-981-4750

Donna Weintraub, ASA Alan Weissberger Management Planning, Inc. Blank Rome Comisky & McCauley Vice President Discipline: Attorney Discipline: Valuation/Appraisal One Logan Square 101 Poor Farm Rd., POB 611 Philadelphia, PA 19103 Princeton, NJ 08542 Phone: 215-569-5576 Fax: 215-832-5576 Phone: 609-924-4200 Fax: 609-924-4573

Frank B. Weisz, Esq. John A. Wetzel, Esq. Weisz & Associates Swartz Campbell & Detweiler President Partner Discipline: Attorney Discipline: Attorney 5 East Germantown Pike, #100 One South Church Street, Suite 400 Plymouth Meeting, PA 19462-1505 West Chester, PA 19382 Phone: 610-832-0540 Fax: 610-832-0548 Phone: 610-692-9500 Fax: 610-692-4936

Lisa M. Whitcomb, Esq. David R. White, Esq. The Glenmede Trust Co. Fineman & Bach Senior Vice President Discipline: Attorney Discipline: Banking/Trust & Estate Administration 200 Four Falls Corporate Ctr., Ste 201 1650 Market St., #1200 W. Conshohocken, PA 19428 Philadelphia, PA 19103 Phone: 215-893-8742 Fax: 215-893-8719 Phone: 215-419-6683 Fax: 215-419-6647

Page 71 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Kalimah White David Whitehead CLU, ChFC Saul Ewing LLP Reliance Standard Life Discipline: Attorney Asst. Vice President Accumulation Products Marketing 1500 Market Street Discipline: Insurance Philadelphia, PA 19102 2001 Market Street, #1500 Phone: 215-972-1886 Fax: 215-972-2282 Philadelphia, PA 19103 Phone: 267-256-3955 Fax: 267-256-3531

David H. Wice, Esq. Ronald M. Wiener, Esq. Alexander & Pelli, LLP Wolf Block Discipline: Attorney Partner 1617 JFK Blvd., One Penn Center, Ste. 1100 Discipline: Attorney Philadelphia, PA 19103 1650 Arch Street, 22nd Floor Phone: 215-564-6400 Fax: 215-564-6852 Philadelphia, PA 19103 Phone: 215-977-2266 Fax: 215-405-3866

Thomas E. Wiener, Esq. John W. Wiercinski Discipline: Attorney Christiana Bank & Trust Co. One Belmont Avenue, #605 Vice President Bala Cynwyd, PA 19004 Discipline: Banking/Trust & Estate Administration Phone: 610-667-8999 Fax: 610-667-3706 1314 King Street, PO Box 957 Wilmington, DE 19899-0957 Phone: 302-888-7425 Fax: 302-421-9015

Ralph C. Wileczek, CPA, CFP, CTFA Michael C.F. Williams, CFP Wilmington Trust First Financial Networks, Inc. Vice President President Discipline: Financial Planning Discipline: Financial Planning 1100 North Market Street, 8th Floor 1000 Westlakes Drive, #120 Wilmington, DE 19890 Berwyn, PA 19312 Phone: 302-651-1985 Fax: 302-651-1958 Phone: 610-296-8700 Fax: 610-296-8719

G. Thomas Williams, Esq. LL.M., AEP Howard E. N. Wilson Hepburn Willocx Hamilton & Putman U.S. Trust Discipline: Attorney President & CEO 1100 One Penn Center Discipline: Banking/Trust & Estate Administration Philadelphia, PA 19103 100 West Lancaster Avenue, #200 Phone: 215-568-7500 Fax: 215-751-9044 Wayne, PA 19087 Phone: 610-989-0600 Fax: 610-989-0613

Michael T. Wilson Robert S. Wilson Wilson's Auctioneers & Appraisers PACS, Inc. Auctioneer/Appraiser Reg. Representative Discipline: Valuation/Appraisal Discipline: Insurance 342-344 Valleybrook Rd., POB 478 Two Penn Center #1820 Chester Heights, PA 19017 Philadelphia, PA 19102 Phone: 610-565-1616 Fax: 610-565-5840 Phone: 215-568-5230 Fax: 215-568-0204

Andrew Wilusz Edward A. Wilusz, ASA, CFA Value Management Inc. Value Management, Inc. Director of Mergers & Acquisitions President Discipline: Valuation/Appraisal Discipline: Valuation/Appraisal 758 Durham Road 758 Durham Road Newtown, PA 18940 Newtown, PA 18940-9676 Phone: 215-598-9310 Fax: 215-598-0589 Phone: 215-598-9310 Fax: 215-598-0589

Page 72 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Alan Winikur, CPA Jeffrey Winkleman, CPA Zelnick Mann & Winikur, PC Margolies & Company P.C. President Principal Discipline: Accountant Discipline: Accountant 10 N. Presidential Blvd., #120 401 East City Line Avenue, #600 Bala Cynwyd, PA 19004 Bala Cynwyd, PA 19004 Phone: 610-664-0450 Fax: 610-664-0955 Phone: 610-667-6250 Fax: 610-668-8220

Steven G. Winters, Esq. D. Edward Wiser, CLU, ChFC Wolf Block New York Life Discipline: Attorney Discipline: Insurance 1650 Arch Street, 22nd Floor 555 East City Avenue, #800 Philadelphia, PA 19103 Bala Cynwyd, PA 19004 Phone: 215-977-2318 Fax: 215-405-3918 Phone: 610-617-4471 Fax: 610-667-2193

Barbara Wolf Martin L. Wolf J. Cole Financial Advisers, Inc. Wilmington Trust Co. Discipline: Financial Planning Vice President 450 N. Narberth Avenue Discipline: Investments Narberth, PA 19072 795 East Lancaster Avenue Phone: 610-949-9580 Villanova, PA 19085 Phone: 610-520-1462 Fax: 610-520-1428

Merle A. Wolfson, Esq. Suzanne L. Wolfson Kohn Swift & Graf, PC Discipline: Charitable Planned Giving Discipline: Attorney 237 W. Montgomery Avenue One South Broad Street, #2100 Haverford, PA 19401 Philadelphia, PA 19107-3389 Phone: 610-896-2878 Fax: 610-896-2878 Phone: 215-238-1700 Fax: 215-238-1968

Michael A. Woloshin Ronald I. Woodmansee ChFC CLU CEBS Fahnestock & Co., Inc. Fuller Woodmansee & Co. Senior Vice President Discipline: Insurance Discipline: Investments 204 W Rt. 38 PO Box 727 500 Old York Road Moorestown, NJ 08057 Jenkintown, PA 19046 Phone: 609-778-0200 Fax: 609-778-4961 Phone: 215-576-3048 Fax: 215-887-7680

David S. Workman, Esq. M. Donald Wright Astor Weiss & Kaplan, Mandel, LLP American College Discipline: Attorney Director Grad. School Fin. Services 200 South Broad Street, 6th Floor Discipline: Accountant Philadelphia, PA 19102 270 Bryn Mawr Avenue Phone: 215-790-0100 Fax: 215-790-0509 Bryn Mawr, PA 19010-2196 Phone: 610-526-1377 Fax: 610-526-1310

Karlyn J. Wright Samuel Wurtzel PricewaterhouseCoopers, LLP Financial Security Analysts Senior Associate Discipline: Financial Planning Discipline: Financial Planning Rydal Train St. Bldg., Box 4117 Two Commerce Sq., Ste. 1700, 2001 Market St. Rydal, PA 19046 Philadelphia, PA 19103-7042 Phone: 215-886-8434 Fax: 215-886-7461 Phone: 267-330-2136 Fax: 267-330-4125

Page 73 Use of this directory for mass solicitation is prohibited without expressed written consent of PEPC PEPC Membership Directory (sorted by last name) Carol Wyeth Susan Yeager, CLU, ChFC Pennsylvania Trust Company Marsh USA Inc. Vice President Client Executive Discipline: Banking/Trust & Estate Administration Discipline: Insurance 5 Radnor Corporate Center, #450 100 Matsonford Road 505 E. Willow Grove Ave. Radnor, PA 19087 Wyndmoor, PA 19038 Phone: 610-975-5982 Fax: 610-975-4324 Phone: 215-246-1037 Fax: 215-246-1399

John T. Yoder Michael B. Yulsman Morgan, Lewis & Bockius, LLP Yulsman & Company Estate Accountant Attorney at Law Discipline: Accountant Discipline: Attorney 1701 Market Street 1864 Horace Avenue Philadelphia, PA 19103 Abington, PA 19001 Phone: 215-963-5807 Fax: 215-963-5001 Phone: 215-379-0779 Fax: 215-379-1137

Lee B. Zeplowitz CPA, CFP Cynthia A. Zickel, ChFC Karr Barth Associates, Inc. Rittenhouse Trust Co. Executive Vice President Vice President Discipline: Insurance Discipline: Financial Planning 40 Monument Road 3 Radnor Corp. Center, #450 Bala Cynwyd, PA 19004 Radnor, PA 19087 Phone: 610-660-4463 Fax: 610-660-4079 Phone: 610-995-8700 Fax: 610-995-8796

Steven Zimmerman Jonathan S. Ziss Valley Forge Enterprises, Ltd. Silverman Bernheim & Vogel Senior Consultant Shareholder Discipline: Other Discipline: Attorney 998 Old Eagle School Road, Suite 1206 Two Penn Center, #910 Wayne, PA 19087 Philadelphia, PA 19102 Phone: 484-367-4444 Fax: 484-367-4450 Phone: 215-636-3962 Fax: 215-636-3999

Stephen C Zivitz, Esq. Jeanne Zweig, CPA White and Williams LLP Zweig Ramick & Associates Partner Discipline: Accountant Discipline: Attorney 2320 Faunce Street 1650 Market St., #1800 Philadelphia, PA 19152 Philadelphia, PA 19103-7395 Phone: 215-333-8246 Fax: 215-333-8489 Phone: 215-864-6240 Fax: 215-864-7123

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