Todd Wartman is a financial advisor at Capital Analysts with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Lincoln Investment and FIFTH THIRD SECURITIES, Inc. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

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.

Michael Vanni is an investment advisor with Siebert AdvisorNXT, LLC, holding Series 63, 65, and 66 credentials and bringing 31 years of industry experience. His career includes roles at Muriel Siebert & Co. LLC, Stockcross Financial Services, Inc., and Select Advisory Services, LLC. He divides his time between Siebert AdvisorNXT and Muriel Siebert & Co., both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm utilizes a web-based platform incorporating Modern Portfolio Theory and risk-tolerance assessments to construct and manage ETF/ETN portfolios, offering both discretionary and non-discretionary solutions with access to third-party and independent managers.

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.

Brian Pultro is a financial advisor with Maridea Wealth Management in New Britain, PA, holding a Series 66 designation and 10 years of industry experience. He previously worked at LPL Financial LLC for 10 years and serves in the United States Navy Reserve. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing approximately $1.97 billion in client assets across a 33-advisor team. The firm constructs diversified, tax-aware portfolios using low-cost mutual funds and ETFs, incorporating individual securities or sub-advisers as appropriate, and integrates AI tools under human oversight in its investment and administrative processes.

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 bringing 42 years of industry experience. His career includes roles at Prism Advisory Group, LLC, where he was a managing member, as well as Frontier Solutions, Purshe Kaplan Sterling Investments, and Wells Fargo Advisors. He also serves as an investment manager for the Prism Jade Fund LP, a hedge fund. Apollon Wealth Management is a multi-team SEC-registered investment adviser with approximately 145 advisors managing about $11.56 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth families, family offices, trusts, estates, businesses, and retirement plans, combining centrally managed strategies with locally managed portfolios and offering a range of financial planning and portfolio management services.

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.

Michael Schneider is a financial advisor at Capital Analysts with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Lincoln Investment since 2016. He also worked at Temple University from 2013 to 2017. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management through both discretionary and non-discretionary approaches, leveraging an in-house Investment Management & Research team and third-party managers.

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 18 years of industry experience. He has been with CreativeOne Securities since 2014 and also serves as president of American Endeavor, Inc. Outside of advisory work, he is involved in managing a marketing services business for credit unions and participates in various non-investment related ventures including bookkeeping and business operations. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, discretionary and non-discretionary portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through its proprietary advisory platform.

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.

Douglas Callan is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at XML Financial Group and XML Securities, where he has worked since 2022. Prior to that, he spent eight years with Wells Fargo Advisors Financial Network, LLC. XML Financial Group serves a broad retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm employs a multi-advisor team model and combines fundamental and technical analysis with third-party managers and an internal Investment Committee to tailor portfolios according to client objectives and risk tolerance.

Elizabeth Gosek is a financial advisor with Great Valley Advisor Group, LLC, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. She has worked with firms including Optimal Wealth Services and Centaurus Financial, and serves on the audit committee of the Polish Slavic Center, a nonprofit organization focused on community events. 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 through a network of roughly 190 advisors.

Joseph Sarappo is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. Prior to his current role, he worked at Comprehensive Asset Management & Servicing, Inc. and Retirement Planning Specialists, Inc., where he also serves as president and CEO. Outside of finance, Sarappo owns and oversees operations of Sarappo's Pizza locations in Pennsylvania. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary managed programs, emphasizing a predominance of non-discretionary assets, and uses a diversified mix of investment products and third-party manager oversight.

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.

Derek Petrella is a financial advisor at Ally Invest Advisors with eight years of industry experience. He holds the Series 66 designation and has worked previously at Lincoln Investment LLC and Cape Bank/Ocean First Bank. At Ally Invest, he supports both self-directed and advisory clients in a dually licensed capacity. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual platforms. The firm offers ETF-based Robo Portfolios and Financial Advisor-delivered Personal Advice, utilizing model portfolios with multiple risk tiers and tax-sensitive features.

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.

Beth Peckman is a financial advisor at Capital Analysts with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with Lincoln Investment Planning, Inc. since 1998. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisor representatives and in-house investment teams.