Sandra Goodstein is a CFP® with 23 years of industry experience. She has been with Wescott Financial Advisory Group LLC since 2015. Wescott Financial Advisory Group serves individual clients, family offices, charitable organizations, and retirement plans, providing wealth management, financial planning, trust services, and pension consulting. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies and emphasizes tax-sensitive portfolio construction.

Robert Milnes is a Series 65-licensed financial advisor with 14 years of industry experience. He has worked at Advisory Services Network since 2019 and previously spent eight years at DeWitt Capital Management. Based in North Wales, PA, Milnes provides investment advisory services through his role at Advisory Services Network. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets across various investment strategies and implementation options.

Lawrence Reitars is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked for Stifel Independent Advisors, LLC for 17 years before joining Lombard Advisers and Lombard Securities Incorporated. Lombard Advisers provides personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary programs, utilizing a variety of analytical approaches and offering clients a range of portfolio management options, with a notable emphasis on non-discretionary assets where clients retain final trading authority.

Ryan Barrett is a CFP® professional at JFS Wealth Advisors, LLC with 23 years of industry experience. He has been with JFS Wealth Advisors in various roles since 2015. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm offers wealth management and financial planning services guided by written Financial Goal Plans and employs a disciplined investment approach using Modern Portfolio Theory, mutual funds, ETFs, and private investments.

Gregory Mallison is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Great Valley Advisor Group since 2014 and is also associated with LPL Financial since 2008. Outside of his advisory roles, he is involved with Consanguinity Associates, a family partnership holding company for family assets. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and oversight, utilizing a combination of in-house strategies and third-party managers across various platforms, including LPL, Fidelity, and Schwab.

Brady Yohn is a financial advisor with Advisory Services Network and holds Series 63 and Series 65 designations. He has three years of industry experience, including prior roles at The Vanguard Group and a variety of positions outside finance such as at Harvey's Main Street Barbecue and the University of Scranton. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and uses a range of strategies across various asset classes to align portfolios with client objectives.

Adam Klazmer is a CFP® with 13 years of industry experience, currently serving as an advisor at Rockwood Wealth Management, LLC. He previously worked at Equitable Advisors and AXA Advisors, LLC. Klazmer holds board positions with Yashar Lachayal, the Jewish Federation of Greater Philadelphia, and the Anti-Defamation League. Rockwood Wealth Management serves individuals, families, and related entities with financial planning, wealth management, and investment management through personalized consultations and portfolios. The firm employs a structured, passive investment approach with global diversification and primarily uses mutual funds, ETFs, and Dimensional Fund Advisors strategies.

Jade Meier is a CFP® professional with three years of industry experience. She is currently with Rockwood Wealth Management, LLC, having joined in 2023 after working at Apex Financial Advisors from 2020 to 2022. Outside of her advisory role, she is involved in coaching girls' ice hockey at Princeton Day School and manages ice hockey camps through Hale Street Holdings LLC. Rockwood Wealth Management serves individuals, families, and related entities by providing financial planning, wealth management, and investment management through tailored portfolios. The firm employs a passive investment approach grounded in market efficiency and utilizes globally diversified allocations, primarily through mutual funds and ETFs.

Michael McGuire is a financial advisor at Girard Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Traynor Capital Management and Accelion. Prior to his advisory career, he gained experience in other fields including retail and education. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm emphasizes asset allocation and diversification through a proprietary research process and offers a range of investment strategies and retirement plan services, supported by its status as a wholly owned subsidiary of Univest Bank and Trust Co.

Viviana Salgado is a financial advisor at Rockwood Wealth Management, LLC with a Series 65 credential and one year of industry experience. Her prior roles include employment at RetireUS and USA Tax Services, as well as studies at La Salle University. Rockwood Wealth Management serves individuals, families, and related entities by providing financial planning, wealth management, and investment management through personalized consultations and tailored portfolios. The firm employs a passive investment approach focused on globally diversified allocations primarily using mutual funds and ETFs, including strategies from Dimensional Fund Advisors.

Barbara Glover is a CFP® professional with 10 years of experience at JFS Wealth Advisors, LLC, where she has worked since 2015. She is based in Doylestown, PA. JFS Wealth Advisors is a multi-team registered investment adviser that serves individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm provides wealth management, financial planning, and investment advisory services using a Financial Goal Plan and a committee-driven approach based on Modern Portfolio Theory.

Robert Stephenson is a CFP® and Series 65 licensed advisor with 10 years of industry experience. He has been with Rockwood Wealth Management, LLC since 2015. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses with comprehensive financial planning and investment management. The firm employs a structured, passive investment approach using globally diversified portfolios primarily composed of mutual funds and ETFs, emphasizing client relationships through annual reviews and tailored planning services.

Megan Lottier is a financial advisor at Rockwood Wealth Management, LLC with nine years of industry experience. She has been with Rockwood since 2015. Outside of her advisory role, Megan serves as Vice President and Treasurer for the New Hope Solebury Education Fund. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses with comprehensive financial planning and investment management. The firm employs a structured, passive investment approach using globally diversified portfolios primarily composed of mutual funds and ETFs.

Louis Depaul is a financial advisor at BLBB Advisors with 45 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial and Boenning & Scattergood. BLBB Advisors provides investment management and financial planning services to individuals, trusts, corporations, business owners, pension plans, and non-profits, managing approximately $3.25 billion in client assets. The firm emphasizes asset allocation and offers a range of risk-based investment objectives, utilizing models, individual securities, ETFs, select alternatives, and third-party managers as appropriate.

Michael Geraghty is a CFP® and CFA® with 11 years of industry experience. He is currently with BLBB Advisors and has previously worked at Janney Montgomery Scott and Boenning & Scattergood. BLBB Advisors provides investment management and financial planning services to individuals, trusts, corporations, business owners, pension plans, and non-profit organizations, managing approximately $3.25 billion in client assets. The firm emphasizes asset allocation across nine risk-based investment objectives, utilizing models, individual securities, ETFs, select alternatives, and third-party managers as appropriate.

John Sciarrone is a CFP® and holds a Series 65 license with four years of industry experience. He has been with JFS Wealth Advisors, LLC since 2020 and previously worked in management roles outside the financial industry. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal governments. The firm provides comprehensive wealth management through a structured Financial Goal Plan, utilizes Modern Portfolio Theory in its investment decisions, and offers various services including investment management, fiduciary retirement plan services, tax preparation, and bookkeeping.

Matthew Dewitt is a financial advisor with Advisory Services Network, holding a Series 65 credential and six years of industry experience. His professional background includes roles at McAdam, DeGroff Financial, Avalon Merchants, and West Virginia University. In addition to his advisory work, he is an independent insurance agent specializing in life, accident, and health insurance. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, investment consulting, and retirement plan consulting, with strategies tailored to clients’ objectives and risk tolerances.

Jessica Long is a financial advisor at BLBB Advisors with 17 years of industry experience. She holds a Series 66 designation and previously worked for over a decade at Cornerstone Institutional Investors, LLC and its affiliated entities. BLBB Advisors serves individuals, trusts, corporations, business owners, pension plans, and nonprofits, managing approximately $3.25 billion of client assets. The firm offers tailored investment management and financial planning services with an emphasis on asset allocation and risk-based investment objectives, utilizing a range of investment vehicles and strategies including a firm-supervised Global Macro ETF strategy and an equity covered-call overlay.

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. His prior work includes roles at LPL Financial, Wells Fargo Clearing, and WELLS FARGO Advisors, LLC. Augustine provides investment advisory services through Great Valley Advisor Group, an independent investment advisor firm. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a mix of in-house strategies and third-party managers across various platforms.

Brian Smith is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at LPL Financial LLC, QNB Bank, and Investment Professionals Inc. He is also a licensed insurance agent involved with B. Riley Wealth Insurance. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through about 274 advisors, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers a broad suite of advisory programs, financial planning, and retirement solutions, utilizing multiple program structures and both proprietary and third-party asset allocation models.