Russell Parsons is a CFP® and ChFC® with 36 years of industry experience. He is currently with CW Advisors, LLC and previously worked at Purshe Kaplan Sterling Investments and Parsons Capital Management, LLC. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, and business entities. The firm employs a core-and-satellite investment approach utilizing active, passive, quantitative, and ESG strategies, and offers wealth management, family office services, retirement plan advisory, and portfolio management.

Jeremy Kerr is a financial advisor with Great Valley Advisor Group, LLC holding a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Financial, The Prudential Insurance Company of America, Nexa Mortgage, and Quicken Loans. 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 combination of in-house strategies and third-party managers with ongoing portfolio oversight.

Casey Baker is an advisor at Rockwood Wealth Management, LLC in New Hope, PA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Rockwood Wealth Management, he was a student from 2016 to 2026. Rockwood Wealth Management serves individuals, families, and related entities by providing financial planning, wealth management, and investment management through tailored portfolios and one-on-one consultations. The firm follows a passive investment philosophy with globally diversified allocations and manages several billion dollars in client assets.

Zachary Renna is a CFP® professional at BLBB Advisors with one year of industry experience. His prior roles include positions at BNY Securities Corporation, BNY, SEI Investments, and UBS Wealth Management. 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 offers a range of risk-based investment objectives and incorporates both traditional and alternative strategies, including a firm-supervised Global Macro ETF strategy and an equity covered-call overlay.

Brian Gallagher is a CFP® with 11 years of experience in financial advising. He has been with BLB & B Advisors, LLC since 2015, including its successor BLBB Advisors, and previously worked at Burke, Lawton, Brewer & Burke, LLC from 2015 to 2019. BLBB Advisors manages approximately $3.25 billion in client assets and serves individuals, trusts, corporations, business owners, pension plans, and non-profit organizations. The firm emphasizes asset allocation through risk-based investment objectives and offers specialized strategies including a Global Macro ETF approach and an equity covered-call overlay for income generation.

Kenneth Paul is a financial advisor with Main Street Financial Solutions, LLC, holding the CFP® designation and securities licenses Series 63, 65, and 66. He has 25 years of industry experience, including roles at Purshe Kaplan Sterling Investments and Alliance Wealth Management Group, LLC. He has been with Main Street Financial Solutions since 2018. Main Street Financial Solutions serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses an academic-based, multi-asset class investment approach emphasizing mutual funds and low-cost passive ETFs, while also offering actively managed funds and alternative investments.

Chris Nelson is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He worked at Cantella & Co Inc for 16 years before joining Vanderbilt Advisory Services and Vanderbilt Securities, LLC in 2019. Nelson also serves as President of Afton Capital Management and as an Investment Advisor Representative for the Intercollegiate Tennis Association. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, third-party sub-advisors, and financial planning services, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.

Joseph Bates is a CFP® professional with seven years of experience in the financial industry. He has worked at Summit Financial, LLC since 2020 and previously at Asset Planning Services LTD. from 2016 to 2020. Outside of advisory work, he serves as Treasurer for Healing Hearts, a foster/adoption ministry nonprofit, and is involved with MRK Wealth Advisors, LLC, providing oversight for income tax preparation services offered to clients. Summit Financial, LLC is a multi-team SEC-registered advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs with a mix of discretionary and consultative services tailored to client needs.

Andrew Mcdonough is a financial advisor at Girard Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Annuities Distributors and Prudential Insurance Company of America. 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 focuses on asset allocation, diversification, and tailored portfolios through a proprietary research process and an Investment Committee, offering a range of investment strategies and retirement plan services.

James Jacobson is a CFP® professional with 34 years of industry experience. He has been with Girard Advisory Services, LLC since 2015 and has also worked with Girard Investment Services, LLC since 2002. Outside of his advisory roles, he serves as an officer of Sted i Skogen, LLC, a company involved in real estate property maintenance. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, and business entities. The firm emphasizes asset allocation, diversification, and tailored portfolios using a proprietary research process and a broad range of investment strategies, supported by its affiliation with Univest Bank and Trust Co.

Sandra Goodstein is a CFP® with 23 years of industry experience. She has been with Wescott Financial Advisory Group LLC since 2015. Wescott Financial Advisory Group serves individual clients, family offices, charitable organizations, and retirement plans, providing wealth management, financial planning, trust services, and pension consulting. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies and emphasizes tax-sensitive portfolio construction.

Robert Milnes is a Series 65-licensed financial advisor with 14 years of industry experience. He has worked at Advisory Services Network since 2019 and previously spent eight years at DeWitt Capital Management. Based in North Wales, PA, Milnes provides investment advisory services through his role at Advisory Services Network. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets across various investment strategies and implementation options.

Shawn Seilback is a financial advisor with Csenge Advisory Group, LLC and holds a Series 63 designation. He has 42 years of industry experience and has worked at firms including FSC Securities Corporation and Travelers. Outside of his advisory role, he serves as Treasurer for the Longport Citizens Alliance, a volunteer board focused on community improvement. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, asset-allocation advice, financial planning, and corporate retirement plan consulting through a network of independent advisors, using a top-down investment approach that combines fundamental, technical, and relative-strength analysis.

Ryan Barrett is a CFP® professional at JFS Wealth Advisors, LLC with 23 years of industry experience. He has been with JFS Wealth Advisors in various roles since 2015. 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 wealth management and financial planning services guided by written Financial Goal Plans and employs a disciplined investment approach using Modern Portfolio Theory, mutual funds, ETFs, and private investments.

Gregory Mallison is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Great Valley Advisor Group since 2014 and is also associated with LPL Financial since 2008. Outside of his advisory roles, he is involved with Consanguinity Associates, a family partnership holding company for family assets. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and oversight, utilizing a combination of in-house strategies and third-party managers across various platforms, including LPL, Fidelity, and Schwab.

Brady Yohn is a financial advisor with Advisory Services Network and holds Series 63 and Series 65 designations. He has three years of industry experience, including prior roles at The Vanguard Group and a variety of positions outside finance such as at Harvey's Main Street Barbecue and the University of Scranton. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and uses a range of strategies across various asset classes to align portfolios with client objectives.

Adam Klazmer is a CFP® with 13 years of industry experience, currently serving as an advisor at Rockwood Wealth Management, LLC. He previously worked at Equitable Advisors and AXA Advisors, LLC. Klazmer holds board positions with Yashar Lachayal, the Jewish Federation of Greater Philadelphia, and the Anti-Defamation League. Rockwood Wealth Management serves individuals, families, and related entities with financial planning, wealth management, and investment management through personalized consultations and portfolios. The firm employs a structured, passive investment approach with global diversification and primarily uses mutual funds, ETFs, and Dimensional Fund Advisors strategies.

Jade Meier is a CFP® professional with three years of industry experience. She is currently with Rockwood Wealth Management, LLC, having joined in 2023 after working at Apex Financial Advisors from 2020 to 2022. Outside of her advisory role, she is involved in coaching girls' ice hockey at Princeton Day School and manages ice hockey camps through Hale Street Holdings LLC. Rockwood Wealth Management serves individuals, families, and related entities by providing financial planning, wealth management, and investment management through tailored portfolios. The firm employs a passive investment approach grounded in market efficiency and utilizes globally diversified allocations, primarily through mutual funds and ETFs.

Michael McGuire is a financial advisor at Girard Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Traynor Capital Management and Accelion. Prior to his advisory career, he gained experience in other fields including retail and education. 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 through a proprietary research process and offers a range of investment strategies and retirement plan services, supported by its status as a wholly owned subsidiary of Univest Bank and Trust Co.

Sean Coyle is a financial advisor at Main Street Financial Solutions, LLC with two years of industry experience. He holds a Series 65 designation. Prior to joining Main Street Financial Solutions in 2023, he worked at CFGI from 2021 to 2023 and has experience at Temple University and the Baltimore Orioles. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers financial planning, investment management, and retirement plan consulting, using an academic-based, multi-asset class investment approach tailored to clients’ objectives and risk profiles.