Andrew directs the firm’s macro outlook, tactical trades, and cross-asset research, translating data into actionable strategy. He hosts “Two the Point,” a weekly two-minute macro video. Before joining WSFS, Andrew was a Portfolio Strategist at SEI Investments, and an Economist at Moody’s Analytics and the Bureau of Labor Statistics. Andrew earned an MBA from The Wharton School of the University of Pennsylvania, a Master’s in Applied Economics from Johns Hopkins University, and a Bachelor’s in Economics from Michigan State University. He holds the Chartered Financial Analyst® (CFA) designation and was recognized as a 2024 WealthManagement.com “Rising Star.”

Candice Caruso serves as Senior Vice President and Chief Business Banking Officer at WSFS Bank, growing the Bank’s Small Business and SBA Relationships. She leads the division with over 20 years of experience in financial services, including 16 years dedicated to business funding. Since joining WSFS in 2018 as Director of Government Guaranteed Lending, Candice has been instrumental in expanding access to capital for small businesses through innovative SBA and relationship-based lending solutions. Her leadership has helped position WSFS as a go-to partner for business owners seeking personalized, high-impact financial guidance. Candice’s career spans fintech innovation, franchise financing, and tailored funding solutions for both consumers and small businesses. She is a recognized voice in the industry, having been featured on Bloomberg Radio, CNBC’s Closing Bell, The Wall Street Journal, Franchising World, and Fox 29. In 2021, she was honored with the American Banker Next award as part of the Most Powerful Women in Banking.

Danielle Bateman Gironda is Chief Marketing Officer at Midwest BankCentre, where she leads the bank’s marketing, branding, and customer engagement strategies. With over 20years of experience spanning investment banking, private wealth management, casino operations, grocery retail, and community banking, the common thread throughout her career is guiding organizations through transition points, helping them scale for sustainable growth. Danielle’s data-driven and strategic approach has been instrumental in expanding the bank’s market presence and brand strength. Since joining MBC, she has built the marketing function from the ground up, assembling a high-performing team and implementing innovative strategies that drive both top- and bottom-line growth. She has successfully positioned the bank as a differentiated leader in a highly commoditized industry, spearheading initiatives that accelerate new customer acquisition, strengthen retention, and enhance brand equity. She holds an MBA from The Wharton School at the University of Pennsylvania and a BSBA, magna cum laude, from Washington University in St. Louis. Danielle has been recognized as one of the Most Influential Women in Business by the St. Louis Business Journal, a Top 100 Marketing Executive by the Path to Purchase Institute and a Top Women in Grocery by Progressive Grocer.

Ashleigh Ashbrook is a visionary leader at the intersection of member experience, digital innovation, and employee empowerment. As Vice President of Experience, she drives strategic transformation across the organization, blending human-centered design with cutting-edge technology to elevate both customer and employee journeys for more than 18 years. Ashleigh leads an AI team that has developed three virtual agents—each designed to streamline internal knowledge sharing and enhance member support. These intelligent systems are reshaping how teams collaborate and how customers engage with banking services, delivering faster, smarter, and more personalized experiences. Her work spans member experience redesign, digital banking innovation, and culture-building initiatives that foster agility and empathy. With a passion for scalable impact and a deep understanding of emerging tech, Ashleigh is helping redefine what service looks like in the modern financial landscape.

CEO of Biz2X and Biz2Credit, Rohit is one of America’s top experts in small business lending and the use of FinTech to streamline the funding process. He was named New York City’s “Top Entrepreneur” by Crain’s New York Business. He has met with top executives from the Federal Reserve and SBA and was invited to the White House by the President’s Council of Economic Advisors to update economists on matters related to small business lending.