Robert O'Reilly is a Series 66-licensed financial advisor with 20 years of industry experience. He has been with Great Valley Advisor Group, LLC since 2014 and is also affiliated with LPL Financial. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and uses a combination of in-house strategies and third-party managers, offering discretionary and non-discretionary investment management alongside financial planning and retirement-plan consulting.

Kelly Crisci is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Since 2017, he has served as president of American Endeavor, Inc., an investment-related advisory and insurance services firm. Outside of his advisory role, Crisci is involved in managing marketing services for credit unions through Empowerfi and participates in non-investment activities such as bookkeeping and administrative roles for various business ventures. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, consulting, portfolio management, fiduciary services, and access to proprietary advisory platforms, combining project-based planning with ongoing asset management and utilizing both internal models and external money managers.

David Raymond is a financial advisor with Great Valley Advisor Group, LLC, holding the Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Great Valley Advisor Group since 2015 and also maintains a relationship with LPL Financial starting in 2014. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management along with financial planning and retirement-plan consulting, utilizing a blend of in-house strategies and third-party managers across various platforms.

Richard Callahan is a CFP® with 30 years of industry experience, currently affiliated with Great Valley Advisor Group, LLC. He has been with Great Valley Advisor Group since 2014 and has worked at LPL Financial Corporation since 2008. Outside of his advisory role, he is a co-owner of Callahan & Associates, PC, a CPA firm providing tax and accounting services. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers a range of services including discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing both in-house strategies and third-party platforms.

Elizabeth Gosek is a financial advisor with Great Valley Advisor Group, LLC, holding Series 65 and Series 63 credentials and possessing 18 years of industry experience. She has worked with Optimal Wealth Services and related entities since 2012 and has experience with Centaurus Financial. Outside of advisory work, she serves on the audit committee of the Polish Slavic Center, a nonprofit organization involved in community events. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, combining in-house strategies with third-party platforms and conducting regular due diligence on external advisers.

Jordan Sowhangar is a CFP® with 12 years of industry experience, currently serving as an advisor at Girard Advisory Services, LLC since 2015. He also has experience with Girard Investment Services, LLC dating back to 2014. Outside of his advisory role, he owns rental properties unrelated to investment activities. Girard Advisory Services, LLC is a fee-only registered investment adviser providing wealth management, financial planning, retirement plan consulting, and related services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both individual clients, including high-net-worth households, and plan sponsors, employing a proprietary research process and diversified investment strategies to tailor portfolios to client objectives.

Thomas Hellings is a financial advisor with Girard Advisory Services, LLC, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has worked within affiliated firms including Girard Pension Services, Girard Advisory Services (formerly Girard Partners), and Girard Investment Services (formerly Univest Investments) since 2013. 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, employing a proprietary research process and an Investment Committee to tailor portfolios, while offering discretionary and non-discretionary management and specialized strategies supported by its structure as a subsidiary of Univest Bank and Trust Co.

Robert Maloney is a financial advisor at Rockwood Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Rockwood Wealth Management since 2024. Prior to this, he gained experience at Elliott-Lewis Corporation and CI Lawn Equipment. 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 focused on globally diversified portfolios and operates with multi-billion assets under management through a large multi-advisor team.

Thomas Remmey is a financial advisor with Girard Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Girard Advisory Services and affiliated Girard Investment Services since 2015. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, retirement plan consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both individuals, including high-net-worth households, and plan sponsors and participants, employing a proprietary research process and offering a range of investment strategies with ongoing oversight.

William Cuthbertson II is a CFP® with 19 years of industry experience. He is currently with Main Street Financial Solutions, LLC, where he has worked since 2023, following a 17-year tenure at Ameriprise Financial Services, Inc. Main Street Financial Solutions serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs an academic-based, multi-asset class investment approach, combining passive and active strategies tailored to clients’ objectives and risk profiles.

Jack Gawason is a CFP® and Series 65-licensed financial advisor with two years of industry experience, currently with Rockwood Wealth Management, LLC. Prior to joining Rockwood, he worked at Temple University and New Hope-Solebury High School. 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 using mutual funds and ETFs, with a multi-advisor team managing multi-billion dollars in assets from a single office.

Jack Ventresca is a financial advisor at Rockwood Wealth Management, LLC with a Series 65 designation and two years of industry experience. He has been with Rockwood Wealth Management since 2024. 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 using globally diversified portfolios primarily composed of mutual funds and ETFs.

Michael Pultro is a financial advisor with Maridea Wealth Management in New Britain, PA, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He worked at LPL Financial LLC for 17 years before joining Maridea Wealth Management in 2026. 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, alongside other securities, and offers additional services including retirement-plan fiduciary, cash management, and outsourced CFO services.

Drew Nemeth is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Great Valley Advisor Group since 2014 and has an extensive career background including roles at Linsco Private Ledger since 2007. Nemeth also manages operations at Doylestown Wealth Management, Inc. Great Valley Advisor Group is a multi-team SEC-registered 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.

Paul Gould is a financial advisor at Principal Advised Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors and Lincoln National Life for 15 years. Paul is involved in community activities, serving on the New Member Committee of the Beacon Networking for Life Association and holding leadership roles in the Newtown Presbyterian Church, including Stewardship Chairperson and Session Member. Principal Advised Services provides investment advice and related services mainly to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm integrates proprietary models with third-party tools and operates within the Principal Financial Group family, enabling access to a range of affiliated financial products and services.

Leigh Machion is a financial advisor at Rockwood Wealth Management, LLC in New Hope, PA. They hold a Series 65 designation and have been with Rockwood Wealth Management since 2025. Prior to joining the firm, Leigh worked at the Advertising Specialty Institute and Turning Point. 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 focused on globally diversified portfolios, primarily using mutual funds and ETFs.

Kimberly Evans is a CFP® and Series 65-licensed financial advisor at Rockwood Wealth Management, LLC with three years of industry experience. Prior to joining Rockwood in 2022, she worked at Wilmington Trust from 2018 to 2022. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses, providing comprehensive financial planning and investment management. The firm employs a structured, passive investment approach focused on globally diversified portfolios using primarily mutual funds and ETFs.

Steven Delaney is a financial advisor with Coppell Advisory Solutions LLC and holds a Series 65 designation. He has 13 years of industry experience and has worked at Fusion Investment Advisors, LLC since 2013. Delaney is also an officer and director at American Brokerage Services, where he has been involved in life insurance, annuities, and life settlements since 1997. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm employs a tailored investment approach combining internally developed and independent asset allocation models, utilizing fundamental and technical analysis to implement strategies consistent with client objectives.

Aarush Hatti is a financial advisor with Symphony Financial, Ltd. Co. in Lansdale, PA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., and Janssen Pharmaceutical Companies of Johnson & Johnson. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities through discretionary portfolio management, financial planning, and consulting, offering comprehensive multi-family office services and self-directed retirement account management. The firm uses a long-term investment approach combining fundamental and technical analysis and provides fiduciary services and coordination of specialty family financial matters.

Michael Minter is a CFP® with 24 years of industry experience, currently serving at Main Street Financial Solutions, LLC since 2008. He holds Series 63 and Series 66 licenses and is involved in broker education through the Financial Planning Resource Center. Main Street Financial Solutions serves a diverse client base including individuals, trusts, pension plans, and business entities. The firm employs an academic-based, multi-asset class investment approach, utilizing mutual funds, low-cost ETFs, and selectively recommending actively managed funds and alternative investments while providing both discretionary and non-discretionary wealth management and retirement consulting services.