Thomas Griffiths is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked with LPL Financial and Associated Securities Corp. since 2008 and 2009, respectively. Outside of his advisory role, he is involved with T & Z Financial, LLC for tax purposes. 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 and financial planning, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Jeffrey Llewellyn is a CFP®, CFA®, and Series 66 holder with 13 years of industry experience. He has worked at Rockwood Wealth Management since 2022, with prior roles at Fidelity Investments and The Vanguard Group. He serves as the President and Chair of the Board for a local nonprofit organization on a volunteer basis. Rockwood Wealth Management serves individuals, families, and related entities, offering financial planning, wealth management, and investment management through tailored portfolios. The firm employs a passive investment approach focused on globally diversified allocations and utilizes strategies including those from Dimensional Fund Advisors.

Maxwell Dalavai is a CFP® and Series 66 licensed advisor at Rockwood Wealth Management, LLC with five years of industry experience. He has worked at Rockwood since 2022 and held prior roles at Crossgate Wealth Advisors and Thrivent Financial. Outside of advising, his background includes a range of professional experiences dating back to 2015. Rockwood Wealth Management serves individuals, families, and related entities by providing financial planning and investment management through tailored portfolios and ongoing monitoring. The firm employs a passive, globally diversified investment approach, focusing on mutual funds, ETFs, and Dimensional Fund Advisors strategies.

Keith Boyd is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Boyd is involved with Gladstone Institutional Advisory and other related entities, providing investment advisory services through independent firms. Gladstone Wealth Partners serves high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with investment approaches tailored at the representative level and supported by platform-level due diligence.

John Augenblick is a CFP® with 19 years of industry experience, currently serving at Rockwood Wealth Management, LLC since 2008. He is a School Director on the New Hope Solebury School Board. Rockwood Wealth Management provides holistic financial planning and investment management to individuals, high-net-worth clients, families, trusts, endowments, and family businesses. The firm employs a structured, passive investment approach with globally diversified portfolios primarily using mutual funds and ETFs.

Jackson West is a Series 65-licensed advisor at Rockwood Wealth Management, LLC with one year of industry experience. Prior to joining Rockwood Wealth Management, he was a student for ten years. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses with holistic financial planning and investment management. The firm employs a structured, passive investment approach emphasizing globally diversified portfolios primarily composed of mutual funds and ETFs.

Debra Jones is a financial advisor at CW Advisors, LLC with 18 years of industry experience. She holds the Series 66 designation and previously worked for CHB Investment Group, LLC and Wells Fargo Advisors. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, and business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, supported by both third-party money managers and internal risk-managed strategies.

Tevin Hill is a financial advisor at Merit Financial Advisors with nine years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Commonwealth Financial Network, GlennCo, LLC, and EisnerAmper Wealth Management. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm provides coordinated wealth-management services and employs a long-term, diversified investment approach using centrally managed model portfolios overseen by an internal Investment Management team.

John Hagan is a CFP® certificant with eight years of experience, currently serving as a financial advisor at Rockwood Wealth Management, LLC since 2018. Prior to this, he was involved with Hagan Home Building, LLC for 13 years. Rockwood Wealth Management serves individuals, families, trusts, estates, endowments, and family businesses by offering 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 market efficiency, managing several billion dollars in client assets across a multi-advisor practice.

Robert Vogel is a CFP® professional with 22 years of industry experience, currently serving at Rockwood Wealth Management, LLC since 2020. He previously worked at Mariner Wealth Advisors and JFS Wealth Advisors. Vogel serves on the board of directors and finance committee for Theatre Horizon in Norristown, PA. Rockwood Wealth Management provides comprehensive financial planning and investment management to individuals, families, trusts, endowments, and family businesses. The firm employs a structured, passive investment approach with globally diversified portfolios and emphasizes operational policies such as refusing commission compensation and maintaining a formal Code of Ethics.

Courtney Durham is a CFP® with seven years of industry experience, currently serving as a financial advisor at Rockwood Wealth Management, LLC since 2018. Prior to joining Rockwood, she worked at Merrill Lynch in 2017 and spent ten years with the Hatboro-Horsham School District. Rockwood Wealth Management provides financial planning, wealth management, and investment management services to individuals, families, and related entities, employing a passive investment approach with globally diversified portfolios primarily using mutual funds and ETFs. The firm operates as a multi-advisor practice from a single office and manages several billion dollars in client assets on a fee-only basis.

Jay Thompson is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked at Great Valley Advisor Group since 2017 and also maintains roles at Newtown Wealth Management Inc. and Thompson Financial Inc. Additionally, Thompson is a fixed insurance and annuity agent with Creative One. 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 combination of in-house strategies and third-party managers.

Jonathan Childs is a financial advisor with Great Valley Advisor Group, LLC, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. His work history includes roles at LPL Financial, The Leaders Group Inc, PRUCO Securities, LLC, and The Prudential Insurance Company of America. Childs also manages non-variable insurance businesses alongside his advisory practice. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm employs individualized portfolio construction with ongoing oversight, combining in-house strategies and third-party managers across various platforms.

Robert Flood III is a ChFC® credentialed financial advisor with 41 years of industry experience. He is currently affiliated with BLBB Advisors and has previously worked with The Leaders Group Inc, The Gwynedd Company, and Fidelity Federal Planning Corp. Flood is also the owner and principal of LC Advisor, a business involved in marketing and insurance services. BLBB Advisors provides investment management and financial planning to individuals, trusts, corporations, business owners, pension plans, and nonprofit organizations, managing approximately $3.25 billion in client assets. The firm emphasizes asset allocation using a range of risk-based investment objectives and offers specialized strategies such as a Global Macro ETF strategy and an optional equity covered-call overlay.

Theodore Rhinehart is a financial advisor at JFS Wealth Advisors, LLC with 21 years of industry experience. He holds the Series 66 designation and has been with JFS Wealth Advisors in various capacities since 2016. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm offers comprehensive wealth management and financial planning services, utilizing a written Financial Goal Plan and an internal Investment Committee that applies Modern Portfolio Theory to portfolio allocations.

Siddhi Malvankar is a financial advisor at Rockwood Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Rockwood, Siddhi worked at Freudigman and Billings and also serves as an instructional coach providing tutoring in physics, math, and economics through an educational services company. Rockwood Wealth Management serves individuals, 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 a large multi-advisor team from a single office platform.

John Stanojev is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked at Kingswood Wealth Advisors since 2025 and previously spent 15 years with Cadaret, Grant & Co., Inc. Outside of his advisory work, he serves on the development committee of the Pearl S. Buck Foundation, is an adjunct professor at the Community College of Philadelphia, and participates in several community activities including fundraising for the Mercer Museum and organizing local fishing derbies. Kingswood Wealth Advisors serves a diverse client base including retail and institutional investors and provides services such as portfolio management, financial planning, and ERISA plan advisory. The firm employs an open-architecture investment platform, frequently using third-party managers, and integrates insurance-linked account management within its operational model.

Phoebe O'Malley is a financial advisor with Rockwood Wealth Management, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. She previously worked at LPL Financial LLC, Kemp Harvest Financial Group, and Archer Investment Advisors. Rockwood Wealth Management serves individuals, families, and related entities by providing financial planning, wealth management, and investment management through tailored portfolios. The firm follows a passive investment approach with globally diversified allocations, primarily using mutual funds, ETFs, and Dimensional Fund Advisors strategies.

Robert Savino is a financial advisor at Apollon Wealth Management, LLC with 39 years of industry experience. He holds the ChFC®, Series 63, and Series 66 credentials. His work history includes roles at Apollon Wealth Management since 2021, Purshe Kaplan Sterling Investments since 2021, Prism Advisory Group, LLC since 2009, and prior experience with Frontier Solutions, LLC and Thomas McDonald Partners LLC. He is a managing member of Prism Advisory Group, LLC, providing investment advice and financial planning. Apollon Wealth Management, LLC is a multi-team SEC-registered adviser serving individuals, high-net-worth clients, families, businesses, trusts, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, employing a combination of centrally managed strategies and locally managed portfolios tailored through various investment vehicles and specialized solutions.

Daniel Shaifer is a CFP® affiliated with BLBB Advisors and has three years of combined experience in real estate and financial advisory roles. His prior work includes positions at ReMax Realty and Keller Williams Philadelphia. BLBB Advisors provides investment management and financial planning services to individuals, trusts, corporations, business owners, pension plans, and nonprofit organizations, managing approximately $3.25 billion in client assets. The firm emphasizes asset allocation across nine risk-based investment objectives and offers strategies including a Global Macro ETF approach and an equity covered-call overlay.