Matthew Charles is a financial advisor at Insight Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Insight Advisors since 2019. Prior to this, he spent eight years with The Philadelphia Foundation. Insight Advisors, LLC manages over $700 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities through a multi-advisor team. The firm provides portfolio management, financial planning, and pension consulting services, utilizing a range of investment strategies including stocks, bonds, options, and cryptocurrency.

Michael Carlucci is a financial advisor with PW Nova Financial Services LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Pwa Financial, LLC for 12 years before joining PW Nova Financial Services in 2026. PW Nova Financial Services LLC provides wrap-fee wealth management, pension consulting, and financial planning to individuals, high-net-worth clients, and institutional plans, including pension and profit-sharing plans as well as government entities. The firm employs a team approach, using a range of analytical methods to construct diversified portfolios that may include mutual funds, fixed income, alternative investments, and more complex strategies, while also serving as a wrap fee program sponsor.

Caeden Goering is a financial advisor with Diamond Client Group, LLC, holding a Series 66 designation and two years of industry experience. He previously worked at MML Investors Services, LLC and MassMutual Life Insurance Company. Outside his advisory role, Goering is also engaged in health insurance sales as an insurance broker. Diamond Client Group serves individual and high-net-worth clients as well as business entities, offering discretionary portfolio management, sub-advisor selection, alternative investment sourcing, and financial planning. The firm uses a blend of fundamental analysis, modern portfolio theory, and technical analysis, and supports client participation in private placements and alternative investments.

Brian Kuhns is a financial advisor with Andrew Garrett, Inc. in Perkasie, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Andrew Garrett, Inc. since 2007. Outside of his advisory role, Kuhns serves as a head wrestling coach at Penridge High School and as an assistant football coach and defensive coordinator at Penridge South Middle School. Andrew Garrett, Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-rollover advice. The firm employs a multi-platform investment model utilizing sub-advisers and program sponsors across major platforms, providing a range of strategies tailored to client suitability profiles.

Daniel Mcelwee is a CFP® professional with 18 years of industry experience, currently serving as Executive Vice President at Ventura Wealth Management. He has been with Ventura since 2010 and previously worked at American Portfolios Financial Services, Inc. from 2010 to 2024. Outside of his advisory role, he is active in nonprofit organizations, including serving as President of the Point Pleasant Beach Public Education Foundation and Treasurer of the MorDance Ballet company, and he also works as a freelance writer on non-financial topics. Ventura Wealth Management provides financial planning and discretionary portfolio management to a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a model-based investment approach combining fundamental, quantitative, and technical analysis with a focus on asset allocation and risk control.

Mark Forktus is a financial advisor with Cordatus Wealth Management LLC and holds Series 63 and Series 65 credentials. He has 37 years of industry experience, including prior roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Cordatus Wealth Management LLC serves individuals, trusts, charitable organizations, and businesses by providing wealth planning, asset management, retirement plan consulting, and executive services. The firm emphasizes discretionary account management built on financial planning and offers proprietary investment programs that use fundamental and trend analysis alongside risk mitigation strategies.

Nicholas Bucci is a CFP® with 17 years of industry experience, currently serving as a financial advisor at BLBB Advisors. He has previously worked at Hirtle Callaghan & Co. and holds teaching positions at West Chester University and Jefferson University. He also serves as an adjunct instructor at Immaculata College. BLBB Advisors provides investment management and financial planning to individuals, trusts, corporations, business owners, pension plans, and nonprofits, managing approximately $3.25 billion in client assets. The firm offers a range of risk-based investment strategies, personalized planning, and specialized services such as a Global Macro ETF strategy and an equity covered-call overlay.

Philip Rosenau is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 designations and 17 years of industry experience. He previously worked at LPL Financial and The Prudential Insurance Company of America. Rosenau is involved in multiple investment advisory activities through Great Valley Advisor Group and maintains additional business interests in insurance consulting. 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 blend of in-house strategies and third-party managers across various platforms.

Thomas Durkin is a financial advisor at Main Street Financial Solutions, LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for eight years. Main Street Financial Solutions serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach, combining passive and active management strategies while also providing fiduciary consulting and specialized services for employee benefit plans.

Samuel Feldbaum is a CFP® with 14 years of industry experience and has been with Rockwood Wealth Management, LLC since 2016. He serves as a member of the Finance Committee for the Bucks County Opportunity Council, a nonprofit organization that provides services such as financial literacy, free tax preparation, and food assistance. Rockwood Wealth Management serves individuals, families, and related entities with financial planning, wealth management, and investment management through tailored portfolios. The firm employs a structured, passive investment approach focused on globally diversified allocations and manages several billion dollars in client assets.

Carlie Shorr is a financial advisor at Rockwood Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Foundations Financial Partners and held roles in educational institutions including Temple University and Saint Joseph's University. 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 focusing on globally diversified portfolios primarily using mutual funds and ETFs.

Andrew Lein is a financial advisor at Girard Advisory Services, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at Girard Advisory Services since 2019, following prior roles at Univest Investments and Univest Bank and Trust Co. Girard Advisory Services is a fee-only registered investment adviser that provides wealth management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation, diversification, and tailored portfolios through a proprietary research process and an Investment Committee, offering both discretionary and non-discretionary management and specialized strategy options.

Gregory Locke is a financial advisor with Advisory Services Network and holds over six years of industry experience. He is also the owner and CPA of Locke and Welsh, P.C., a certified public accounting firm he has operated since 1998. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a broad network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, overseeing approximately $8.6 billion in client assets.

John Helvie is a financial advisor at Rockwood Wealth Management, LLC, holding a Series 65 designation with three years of industry experience. Prior to joining Rockwood Wealth Management in 2022, he worked in physical therapy roles at Fox Rehabilitation and Excel Physical Therapy. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses by providing comprehensive financial planning and investment management. The firm employs a structured, passive investment approach focused on globally diversified portfolios, primarily utilizing mutual funds and ETFs.

Michael Stewart is a CFP® with 30 years of industry experience, currently serving at Girard Advisory Services, LLC. He has worked with the firm and its affiliated entities since 2005. Girard Advisory Services, LLC is a fee-only registered investment adviser providing wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification through a proprietary research process and offers both discretionary and non-discretionary management, servicing high-net-worth clients and plan sponsors.

Brian Pultro is a financial advisor at Maridea Wealth Management with 10 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC for a decade. Pultro also serves in the United States Navy Reserve. Maridea Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm focuses on long-term investment strategies using diversified, low-cost mutual funds and ETFs, with portfolios managed on a discretionary basis and tailored to client objectives.

Travis Roe Raymond is a CFP®, CFA®, and Series 66-registered advisor with 14 years of industry experience. He has worked at Rockwood Wealth Management since 2019 and previously held roles at TIAA and BlackRock Investment Management. 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 passive, globally diversified investment approach and is notable for its multi-advisor team, single office platform, and policies such as refusing commission compensation.

Richard Simkus is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, Frontier Solutions, Prism Advisory Group, and Thomas Mcdonald Partners. Simkus has also served as managing member of Prism Advisory Group LLC and as investment manager of Prism Jade Fund LP, a hedge fund. Apollon Wealth Management is an SEC-registered multi-team advisor serving individuals, families, trusts, estates, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios and invests across a wide range of asset classes, including ESG models and Direct Indexing with tax management overlays.

Shelley Dimperio is a CFP® with seven years of industry experience, currently serving as an advisor at BLBB Advisors. Her prior experience includes over a decade at Valley National Investments, Inc. and Valley National Advisers Inc. BLBB Advisors provides investment management and financial planning services to individuals, trusts, corporations, business owners, pension plans, and non-profit organizations. The firm manages approximately $3.25 billion in client assets and emphasizes asset allocation across a range of risk-based investment objectives, utilizing models, individual securities, ETFs, select alternatives, and third-party managers.

Mark Arcidiacono is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Rockwood Wealth Management, LLC. His prior experience includes roles at Charles Schwab & Co., Inc. and A.P. Lubrano Co - AXA Advisors. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses with holistic financial planning and ongoing investment management. The firm employs a structured, passive investment approach focused on globally diversified portfolios, primarily using mutual funds and ETFs, and manages multi-billion assets under management with a large multi-advisor team.