Sean Mark Roberts

Wescott Financial Advisory Group LLC (Wescott) is a registered investment advisory and wealth management firm headquartered in Philadelphia, Pennsylvania. The firm was founded by Grant Rawdin in 1987 and is a subsidiary of Wescott Holding Co. LLC, which is owned by Duane Morris LLP. Wescott provides wealth and investment management services to high-net-worth individuals, families, trusts, foundations, pension plans, pooled investment vehicles, corporations and other businesses and institutions.

Asset Planning Services Ltd. (APS) is a fee-only, multi-faceted wealth management firm headquartered in Harleysville, Pennsylvania. The firm was founded by Richard J. Volpe in 1987. APS provides investment advice to high net worth individuals, irrevocable trusts, corporations, and charitable organizations.