Mark Maggioncalda is a financial advisor at Girard Advisory Services, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Wilmington Trust and Dreyfus Service Corporation. 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 both discretionary and non-discretionary management alongside financial planning and retirement consulting services.

David Locher is a financial advisor at CW Advisors, LLC with 16 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining CW Advisors in 2025, he spent 15 years at Cms Wealth Management. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, utilizing both third-party managers and internally managed strategies overseen by an Investment Oversight Committee.

Mark Kelly is a financial advisor with Rockwood Wealth Management, LLC, based in New Hope, PA. He holds 21 years of industry experience and has been with Hirtle Callaghan & Co. LLC since 2011. 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 focused on globally diversified portfolios and typically uses Dimensional Fund Advisors products.

Mark Kruman is the principal of Bryce Wealth Management in Washington Crossing, PA, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Madison Avenue Securities, Gradient Wealth Management, and operates a legal practice focused on drafting wills and related documents. In addition to financial advising, he maintains an active estate planning attorney practice. Bryce Wealth Management provides financial planning, consulting, and educational seminars to high-net-worth individuals, families, businesses, and charitable organizations. The firm facilitates relationships with third-party money managers, assists with manager selection and paperwork, and monitors manager performance without directly managing client portfolios.

Samuel Newsham is a financial advisor with Capital Analysts and holds Series 63 and Series 65 licenses. He has 13 years of industry experience, including a long tenure at Lincoln Investment. Outside of his advisory work, he is active as a bass player and multi-instrumentalist in a performance ensemble, serves as Vice President of the Golden Slipper Club & Charities, coaches middle school wrestling, and participates in the Masonic fraternity as Chairman of the Trustees. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with an in-house investment team and proprietary screening tools, and maintains a close affiliation with Lincoln Investment to support its advisory network.

Brianna March is a financial advisor at BLBB Advisors with 11 years of industry experience. She holds a Series 65 designation and has worked at BLB&B Advisors, LLC since 2019 and previously at Gwynedd Company from 2005 to 2018. BLBB Advisors provides investment management and financial planning to a diverse client base including individuals, trusts, corporations, business owners, pension plans, and non-profit organizations. The firm manages approximately $3.25 billion in client assets and offers a range of services such as portfolio structuring, personalized financial planning, and educational seminars, with an emphasis on asset allocation and risk-based investment objectives.

Bryan Pecherek is a financial advisor with The AmeriFlex Group, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include positions at LPL Financial and Invest Financial Corporation. Outside of his advisory work, he serves as an umpire for high school baseball games and is a panel member on AssetMark Inc.'s Field Advisory Board. 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 and both discretionary and non-discretionary manager relationships.

Brett Danko is a CFP® professional with 18 years of industry experience, currently serving at Main Street Financial Solutions, LLC since 2002. He is also the managing member of Brett Danko, LLC, through which he provides educational and instructional services to financial planning candidates and those interested in learning financial planning. Main Street Financial Solutions serves a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm employs an academic-based, multi-asset investment approach that emphasizes low-cost passive ETFs alongside active management, tailoring portfolios to client objectives and risk profiles.

Michael Flaten is a financial advisor at Rockwood Wealth Management, LLC with eight years of industry experience. He previously worked at BlackRock Inc. and PNC Capital Markets. 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 focuses on a passive investment approach using globally diversified allocations primarily through mutual funds and ETFs, including Dimensional Fund Advisors strategies.

James Gilmore is a financial advisor at Rockwood Wealth Management, LLC in New Hope, PA, holding a Series 65 designation. He has been with Rockwood Wealth Management since 2025. Prior to his advisory role, he was involved with My Cooking Party from 2023 to 2025 and held positions at CloudKitchens and Gopuff. 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 while maintaining policies such as refusing commission compensation.

Isaac Keil is a CFP® with 16 years of industry experience. He has worked at Fortis Capital Advisors, LLC since 2024 and previously spent 11 years with Bank of America and Merrill. Outside of his advisory role, he operates Isaac Financial, a business offering insurance and investment services. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring, implementing a variety of strategies across passive, active, tactical, blended, and ESG-integrated approaches.

Stephen Schultz is a financial advisor with Capital Analysts who holds a Series 66 designation and has 12 years of industry experience. He has been with Capital Analysts since 2023 and previously worked at Lincoln Investment Planning. Capital Analysts serves a diverse client base including individual investors, retirement plans, trusts, and corporate clients, providing discretionary and non-discretionary portfolio management through various programs and custom solutions. The firm’s investment decisions are guided by an in-house Investment Management & Research team using proprietary screening tools, and it maintains a fiduciary role with options for automated rebalancing and tax-aware strategies.

Larry Jenkins is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Client One Securities since 2012 and operates Jenkins And Associates, where he provides sales and service related to fixed, indexed, and life insurance. In addition to his advisory roles, Jenkins is involved in tax preparation through Best Accounting, Inc. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management via its proprietary platforms.

Jason Cooper is a CFP® and CFA® credentialed advisor at Rockwood Wealth Management, LLC with one year of industry experience. He previously worked at Pathstone for 11 years. Rockwood Wealth Management serves individuals, families, trusts, estates, endowments, and family businesses by providing financial planning, wealth management, and investment management with tailored portfolios. The firm employs a passive investment approach emphasizing market efficiency and diversified global allocations, primarily using mutual funds, ETFs, and Dimensional Fund Advisors strategies.

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.

Alexis Cain is a financial advisor at Capital Analysts with eight years of industry experience. She holds a Series 66 designation and has worked with Lincoln Investment Planning, LLC since 2016. Outside of her advisory role, she has been involved with Retro Fitness of Fairless Hills for over a decade. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, utilizing an in-house investment management team and proprietary screening processes, and provides various advisory services through a network of several hundred advisors.

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.

William Artzerounian is a CFP® and PFS™ with eight years of industry experience. He has worked at Ritholtz Wealth Management since 2021 and previously held roles at Integer Wealth Advisors Group LLC, Grove Street Fiduciary, LLC, Compass Ion Advisors, LLC, MyCIO WEALTH PARTNERS, LLC, and Deloitte & Touche, LLP. He is also the owner of RWM Tax LLC, which provides tax planning services. Ritholtz Wealth Management advises individual and institutional clients, including high-net-worth individuals and retirement plans, offering comprehensive portfolio management and financial planning. The firm employs a goal-based investment process focusing on asset allocation and behavioral finance, utilizing diversified, low-cost ETFs along with tactical overlays and alternative investments, and provides both advisor-led and digital platform services.