Paul Jones is a financial advisor at Great Ocean Road Financial with 13 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to founding his current firm, he worked at Watchtower Wealth Management and held roles with various organizations including TransCore and the Commonwealth of Pennsylvania Comptroller's Office. Jones also owns and operates Jones Accounting Company LLC, providing accounting, bookkeeping, and tax preparation services. Great Ocean Road Financial is an independent advisory firm serving individual investors and plan sponsors with investment management, financial planning, and retirement plan consulting. The firm offers tailored portfolios using a mix of fundamental, technical, and quantitative analysis, and provides specialized ERISA advisory services, benefiting from the owner’s CPA background and affiliated accounting practice.

John Oxley is a financial advisor with Oxley Capital Management, LLC, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. Prior to founding his current firm in 2018, he worked at USA Financial Securities Corporation and Freedom Financial Strategies. He is also a licensed insurance agent involved in life insurance and annuity sales. Oxley Capital Management provides financial planning and investment consulting primarily to individual and high-net-worth clients. The firm recommends unaffiliated third-party managers and focuses on planning and monitoring rather than discretionary asset management.

John Rothe is the sole advisor at ARTAIS Capital Management, LLC in Lewes, Delaware, holding Series 63 and Series 65 registrations with 24 years of industry experience. He has worked at ARTAIS Capital Management since 2006. ARTAIS Capital Management provides ongoing portfolio management and project-based financial planning to individuals, including high net worth clients, corporate entities, trusts, estates, and charitable organizations. The firm combines fundamental, technical, cyclical, and charting analysis to construct portfolios and offers both research-driven model portfolios and individualized management, with a notable emphasis on non-discretionary assets and serving institutional-type clients alongside individual households.

Eric Stone is a CFP® with 17 years of industry experience and is the sole advisor at ECT Advisory, LLC. He has worked at ECT Financial since 2010. Outside of his advisory role, he is also involved in selling group insurance. ECT Advisory, LLC provides investment management, financial planning, and retirement plan consulting to individuals, estates, trusts, charitable organizations, and corporate pension and profit-sharing plans. The firm employs an asset-allocation approach using actively managed mutual funds, index funds, stocks, and bonds, and offers vendor due diligence and performance monitoring for retirement plans.

Kirsten Lopez is a CFP® and holds a Series 66 license, currently serving as the sole advisor at Metz Capital Management LLC in Lewes, DE. She has been working in the financial industry since 2015, including her current role at Metz Capital Management since 2024 and prior experience at Merrill. Metz Capital Management provides discretionary investment supervisory services and fee-based financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm focuses on diversified portfolios mainly composed of no-load mutual funds, certificates of deposit, bonds, equities, and ETFs, with an investment process that includes portfolio diversification, periodic rebalancing, and detailed risk and fee analysis.

Andrew Metz is the principal of Metz Capital Management LLC in Lewes, Delaware, with 26 years of industry experience. He holds a Series 65 designation and has led his firm since its founding in 1999. Metz Capital Management provides discretionary investment supervisory services and fee-based financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $86 million in client assets, offering portfolio management and comprehensive planning with a focus on diversified allocations primarily using no-load mutual funds, ETFs, individual equities, and fixed income securities.

Nicholas Burkholder is a CFP® with 22 years of industry experience, currently serving at Burkholder & Associates, LLC since 2021. Prior to founding his firm, he worked for Lincoln Financial Advisor and Lincoln National Life Insurance Co. for 17 years. He also offers seminars and writes articles on financial planning topics. Burkholder & Associates provides discretionary portfolio management, pension consulting, and financial planning to individuals, business owners, pension and profit-sharing plans, and charitable organizations. The firm uses fundamental analysis, modern portfolio theory, and quantitative methods in its investment approach and offers tailored investment policy statements and ongoing management under discretionary authority.

Bradley Kaplan is a CFP® with 28 years of industry experience, currently serving at Kaplan Wealth Management, Inc. since 1997 and associated with LPL Financial since 2013. He holds Series 63 and Series 65 licenses. Kaplan Wealth Management serves individuals, trusts, estates, and business entities, managing approximately $83.4 million on a discretionary basis for about 214 clients. The firm offers comprehensive financial planning and discretionary wealth management, tailoring portfolios primarily through mutual funds, ETFs, and a blend of fundamental and technical analysis across diversified investment strategies.

Eric Sjolund is a financial advisor at Altitude Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Altitude Capital Management since 2015. He also operates Sjolund Financial Services, which he founded in 2003. In addition to advisory work, Sjolund is licensed as an insurance agent and dedicates up to 30% of his time to selling insurance products. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm’s approach is tailored to client goals and risk tolerance, offering discretionary portfolio management and consulting without account minimums.

Ralph Schellinger is a financial advisor with PTS Brokerage, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has been with PTS Brokerage since 2005. In addition to his advisory role, he works as an independent contractor selling life and health insurance products. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm manages approximately $107 million in client assets and employs a multi-advisor team that utilizes both fundamental and technical analysis to tailor portfolios to client needs.

David Raymond is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Great Valley Advisor Group since 2015 and has also been associated with LPL Financial since 2014. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in assets and serving individual, high-net-worth clients, retirement plans, and trusts. The firm offers tailored portfolio management and comprehensive financial planning, utilizing both in-house and third-party strategies alongside ongoing portfolio monitoring and reviews.

Richard Callahan is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Great Valley Advisor Group, LLC. He has been with Great Valley since 2014 and has also worked at LPL Financial Corporation since 2008. In addition to his advisory work, he owns a CPA firm providing tax and accounting services. Great Valley Advisor Group manages approximately $9.7 billion in client assets, serving individual and high-net-worth clients, retirement plans, and trusts. The firm offers tailored portfolio management and financial planning, utilizing both in-house and third-party strategies with ongoing monitoring and annual reviews.

Sean Merlonghi is a CFP® with 12 years of industry experience, currently serving as an advisor at Dakota Wealth, LLC. He has previously worked with Lokken Investment Group, LLC and Wells Fargo Clearing Services, LLC. Mr. Merlonghi is dually registered with Dakota Wealth and Lokken Investment Group on a temporary basis. Dakota Wealth Management offers investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and business enterprises. The firm employs diversified, customized portfolio strategies using a range of investment vehicles and combines multiple research approaches while providing oversight of independent managers.

Jay Middleton is a financial advisor with Dakota Wealth, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience, with prior roles at Lokken Investment Group, LLC, Ocean View Advisory LLC, and One North Wealth Services, LLC. Mr. Middleton is currently dually registered with Dakota Wealth and Lokken Investment Group on a temporary basis. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, business enterprises, pooled investment vehicles, and registered investment companies. The firm offers customized portfolio construction using diversified allocations across multiple asset classes, combining fundamental and technical research, and manages various investment vehicles including registered mutual funds and ETFs.

Drew Nemeth is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Great Valley Advisor Group since 2014 and has been affiliated with Linsco Private Ledger since 2007. Nemeth also serves as an office manager for Doylestown Wealth Management, Inc. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in client assets. The firm serves individual and high-net-worth clients, retirement plans, and trusts, offering tailored portfolio management, comprehensive financial planning, and access to third-party advisory programs and alternative investments.

Carrie Ruark is a financial advisor at Dakota Wealth, LLC with 18 years of industry experience. She holds a Series 65 designation and previously worked at Lokken Investment Group, LLC. Ms. Ruark is currently dually registered with both Dakota Wealth, LLC and Lokken Investment Group, LLC on a temporary and transitional basis. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, business enterprises, and registered investment companies. The firm constructs customized portfolios using diversified allocations across various asset classes and employs a research process combining fundamental, technical, cyclical, and charting analysis. Dakota Wealth also serves as an investment manager to a registered mutual fund, acts as sub-adviser to an ETF, manages private funds, and accepts investment company clients.

Gregory Mallison is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Great Valley Advisor Group since 2014 and also maintains an affiliation with LPL Financial since 2008. Outside his advisory role, he is involved in a family partnership, Consanguinity Associates, which serves as a holding company for family assets. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in client assets. The firm serves individual and high-net-worth clients, retirement plans, and trusts, offering tailored portfolio management, financial planning, and access to third-party advisory programs and alternative investments.

Jessica Bimonte is a CFP®-credentialed financial advisor with six years of industry experience. She is currently with Dakota Wealth, LLC and is also registered with Lokken Investment Group, LLC. Her prior experience includes roles at Lokken Investment Group and work related to equestrian stables. Dakota Wealth Management provides investment advisory and wealth management services to a broad range of clients, including individuals, trusts, retirement plans, and charitable organizations. The firm uses diversified, customized portfolios with a long-term investment orientation and offers access to tax preparation services through an affiliated accounting entity.

Peter Augustine is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial, Wells Fargo Clearing, and WELLS FARGO Advisors, LLC. Augustine provides investment advisory services through Great Valley Advisor Group, an independent registered investment advisor. Great Valley Advisor Group manages approximately $9.7 billion in client assets, serving individual and high-net-worth clients, retirement plans, and trusts. The firm offers tailored portfolio management and financial planning, using a client-specific, multi-sourced investment approach that incorporates both in-house and third-party strategies.

Garrett Hudson is a financial advisor at Dakota Wealth, LLC with two years of industry experience. He previously worked at State Farm Investment Management for four years and has experience in the construction and agricultural sectors. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, and other entities. The firm uses diversified portfolios with a long-term orientation and integrates fundamental, technical, and cyclical analysis, while also managing registered mutual funds, ETFs, and private funds.