James Smith is a financial advisor at Rockwood Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Bridgewater Associates and served in the U.S. Army. Outside of advising, he is a 10% shareholder and volunteer fundraiser for Bugle Volunteer Technologies, a nonprofit organization. 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 large multi-advisor team operating from a single office platform.

Jeffrey Donohue is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with Great Valley Advisor Group since 2014 and LPL Financial since 2011. He also sells health, life, disability, and fixed annuities as a sole proprietor. 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 ongoing oversight, utilizing both in-house strategies and third-party managers across various platforms.

Natalia Rybak is a CFP® with two years of industry experience, currently serving as a financial advisor at Rockwood Wealth Management, LLC. Her prior roles include positions at Highland Financial Advisors and Charles Schwab Co. She has also worked in academic settings at William Paterson University and Texas Tech 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 emphasizing globally diversified portfolios primarily using mutual funds and ETFs.

Kyle Quigley is a CFP® with four years of industry experience, currently serving as a financial advisor at Rockwood Wealth Management, LLC since 2021. His prior roles include positions at Stawnychy Financial Services and Lincoln Financial Advisors. Quigley also has teaching experience from William Paterson University. Rockwood Wealth Management serves individuals, families, and related entities with financial planning, wealth management, and investment management. The firm follows a passive, globally diversified investment approach and manages several billion dollars in client assets through tailored portfolios and ongoing monitoring.

Emily O'Connor is a CFA® charterholder affiliated with Rockwood Wealth Management, LLC, where she has worked since 2026. She has four years of prior experience at Andersen Tax. Emily is based in New Hope, PA. Rockwood Wealth Management serves individuals, families, trusts, estates, endowments, and family businesses by providing financial planning, wealth management, and investment management through personalized consultations and tailored portfolios. The firm employs a passive investment approach centered on market efficiency with globally diversified allocations, primarily using mutual funds, ETFs, and strategies from Dimensional Fund Advisors.

Christopher Lindenthal is a CFP® with 18 years of industry experience. He has worked at CW Advisors, LLC since 2025 and previously spent over a decade with Chb Investment Group, LLC and Wells Fargo Advisors. Lindenthal is also co-owner of Curious Finds, an antique goods business based in Doylestown, PA. CW Advisors serves a diverse client base including individuals, families, trusts, estates, and institutional entities, offering wealth management, financial planning, family office services, and retirement plan advisory. The firm employs a core-and-satellite investment approach that incorporates active, passive, quantitative, and ESG strategies, utilizing both third-party and internally managed money managers.

Joseph Benner is a CFP® professional with 20 years of experience in the financial services industry. He is affiliated with Girard Advisory Services, LLC and has worked with related firms including Girard Investment Services, LLC and Univest Bank and Trust Co since 2015. Girard Advisory Services, LLC is a fee-only registered investment adviser that offers wealth management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth households and plan sponsors, emphasizing asset allocation and diversification through a proprietary research process and an Investment Committee that manages a focused list of large-cap stocks.

Stephen Miller is a financial advisor at Composition Wealth, LLC with 16 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Composition Wealth in 2026, he worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company from 2009 to 2026. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, complemented by fundamental and technical analysis, and manages approximately $9.47 billion in discretionary assets.

Manish Upadhyay is a financial advisor at JFS Wealth Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations and has been with JFS Wealth Advisors since 2016. 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 comprehensive wealth management, investment advisory, and financial planning services, utilizing a written Financial Goal Plan and an internal Investment Committee that applies Modern Portfolio Theory to portfolio allocations.

Brandon George Slinn is an investment advisor representative with The AmeriFlex Group, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Cambridge Investment Research, Inc. and OSAIC. Outside of advisory services, he is involved with Knox Grove Financial LLC, focusing on paraplanning and insurance-related activities. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing model asset allocations, discretionary manager relationships, and multiple wrap program platforms.

Edward Barnes is a financial advisor at BLBB Advisors with 28 years of industry experience. He holds a Series 65 license and has previously worked at The Gwynedd Company for 24 years before joining BLBB in 2019. BLBB Advisors provides investment management and financial planning 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 and offers a range of risk-based investment objectives, employing models, individual securities, ETFs, select alternatives, and third-party managers as appropriate.

Sean Buchanan is a financial advisor with Great Valley Advisor Group, LLC in Doylestown, PA, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His previous roles include positions at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors. Buchanan provides investment advisory services through Great Valley Advisor Group, an independent investment adviser firm. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing both in-house strategies and third-party platforms with regular due diligence and portfolio oversight.

Jack Firriolo is a financial professional with Capital Analysts and holds a Series 66 credential. He has 10 years of industry experience, including over 11 years at Lincoln Investment Planning. He is involved with Encompass Wealth & Legacy Planning LLC, where he assists clients with financial planning. Capital Analysts serves a diverse client base ranging from individuals and high-net-worth investors to corporate and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, utilizing an in-house investment management team and proprietary screening processes to support its advisory services.

Lisa Broome is a CFP® with 18 years of industry experience and is currently with BLBB Advisors in Montgomeryville, PA. She has been involved with GoalQuesTe, LLC since 2014. BLBB Advisors serves individuals, trusts, corporations, business owners, pension plans, and non-profit organizations, managing approximately $3.25 billion in client assets. The firm emphasizes asset allocation with risk-based investment objectives and offers various strategies, including a Global Macro ETF approach and an equity covered-call overlay for income generation.

Charles Mcnamara III is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior career includes sixteen years at The Prudential Insurance Company of America and associated entities. Mcnamara also operates Employee Benefit Partner, LLC, which offers non-variable insurance services. Great Valley Advisor Group is an SEC-registered, multi-team 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, utilizing a combination of in-house strategies and third-party managers across various platforms.

John Lawton is a financial advisor at BLBB Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BLBB Advisors since 2006, following a prior role at Burke, Lawton, Brewer & Burke. His outside activities include serving as Chair of the Endowment Committee at the Presbyterian Church of Chestnut Hill and holding multiple trustee and finance roles at Williamson College of Trades and Camp Tecumseh. 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 through multiple risk-based investment objectives and employs a range of strategies including individualized portfolios, Global Macro ETF strategies, and an equity covered-call overlay option.

Catherine Morgan is a financial advisor at Rockwood Wealth Management, LLC with six years of industry experience. She holds the Series 65 designation and has worked at Rockwood Wealth Management since 2020. Prior to that, she was employed at Firmenich from 2016 to 2020. Morgan volunteers with Savvy Ladies, a free financial helpline for women. Rockwood Wealth Management serves individuals, families, and related entities by providing financial planning, wealth management, and investment management through customized portfolios. The firm follows a passive investment philosophy with globally diversified allocations and manages several billion dollars in client assets.

Benjamin Herman is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Rockwood Wealth Management, LLC. He has two years of industry experience, all with Rockwood, where he began his professional career after completing his studies. 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 with globally diversified portfolios, primarily using mutual funds and ETFs, and maintains a large multi-advisor team operating from a single office.

Michael Halvorsen is a CFP® professional with 10 years of industry experience, currently serving at Summit Financial, LLC since 2020. Prior to that, he spent 22 years with Asset Planning Services, Ltd. He owns MRK Wealth Advisors, LLC, through which he offers tax preparation services by a licensed CPA, a service requested by some clients. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers investment advisory, portfolio management, financial planning, and retirement plan advisory services through a combination of discretionary and consultative programs.

John Little is a Series 65-licensed advisor at Rockwood Wealth Management, LLC with one year of industry experience. He has been with Rockwood Wealth Management since 2025. 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 global diversification and ongoing portfolio monitoring.