Glenn Eckstut is a financial advisor with ON Investment Management Company, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His career includes roles at THE O.N. Equity Sales Company, Ohio National Financial Services, and Key Bank/First Niagara/LPL Financial. He is also involved in the sale of life insurance, disability insurance, long-term care, and fixed annuities through affiliated agencies. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services with access to various third-party investment programs and a mix of discretionary and non-discretionary management approaches.

Branden Sacks is a Certified Financial Planner™ with 16 years of industry experience. He currently works at Main Street Financial Solutions, LLC and previously spent over a decade with Bank of America, N.A. and Merrill. Main Street Financial Solutions serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs an academic-based, multi-asset class investment approach with a focus on low-cost ETFs and mutual funds, while integrating active management and alternative investments tailored to client objectives and risk profiles.

Susan Allen is a CFP® professional with 45 years of experience in the financial industry. She has been with Great Valley Advisor Group, LLC since 2015 and has also maintained a long-term affiliation with LPL Financial since 2009. Outside of her advisory role, she is involved in non-variable insurance activities through her firm, The Capital Legacy, LLC. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts. 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 as well as sponsored platforms.

Kyle Jennings is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 65 designation and seven years of industry experience. He previously worked at Retirement Planning Specialists, Inc. for three years and has been involved with Chickies N' Petes since 2013. LaSalle St. Investment Advisors offers fee-based financial planning and investment supervisory services to a range of clients including individuals, trusts, pension plans, and small businesses. The firm provides both non-discretionary and discretionary management programs, utilizing asset-allocation models and a variety of investment vehicles.

Renee Schuster is a CFP® with 15 years of industry experience, currently serving at Rockwood Wealth Management, LLC since 2019. Her prior experience includes roles at TIAA-CREF and Edward Jones. Rockwood Wealth Management serves individuals, families, and related entities by providing financial planning and investment management through personalized consultations and tailored portfolios. The firm employs a passive investment approach with globally diversified allocations and manages several billion dollars in client assets.

Ernest Cruikshank III is a financial advisor at Silvercrest Asset Management Group LLC in Princeton, NJ, holding Series 63 and Series 65 designations with 23 years of industry experience. He has been with Silvercrest since 2015. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, offering both discretionary and non-discretionary portfolio management along with family office services. The firm manages approximately $36.5 billion in assets under advisement and employs a combination of proprietary equity and fixed-income strategies alongside outsourced CIO, due diligence, and quantitative risk analytics for institutional clients.

Mark Fried is a financial advisor at Merit Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at TFG Wealth Management and as a sole proprietor. Outside of advising, he writes and publishes books and creates online educational content through his digital production company. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a long-term, diversified investment approach with customizable model portfolios and offers specialized services such as fiduciary and ESOP trustee work.

James Smith is a financial advisor at Rockwood Wealth Management, LLC, holding a Series 65 license with five years of industry experience. Prior to joining Rockwood in 2021, he worked for Bridgewater Associates for four years and served in the U.S. Army for five years. He is an unpaid 10% shareholder in Bugle Volunteer Technologies, a fundraising organization. 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 diversified allocations, primarily using mutual funds, ETFs, and Dimensional Fund Advisors strategies, managing several billion dollars in assets.

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.

Tyrone Robinson is a CFP® professional with 19 years of industry experience. He is currently an advisor at Kingsview Wealth Management, LLC and previously spent 18 years with Edward Jones. Outside of his advisory role, Robinson serves as Treasurer and board member of the Mercer County College Foundation, where he participates in finance and investment committees. Kingsview Wealth Management is a multi-advisor, SEC-registered firm serving individuals, retirement plans, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management through internal and third-party strategies, including model portfolios and registered investment products.

Shrikant Nadkarni is a CFP® with 23 years of industry experience, currently serving as an advisor at Fortis Capital Advisors, LLC since 2022. He is an Emeritus Partner at Withum Smith + Brown, an accounting firm where he provides business advisory, accounting, and tax services. Nadkarni is also an investment committee member of Marathi Vishwa, Inc., a not-for-profit cultural organization. Fortis Capital Advisors offers investment advisory and financial planning services to individuals, trusts, businesses, retirement plans, and institutional clients. The firm emphasizes customized portfolio construction and ongoing monitoring, employing a range of strategies including passive, active, tactical, blended, and ESG-integrated approaches.

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.

Kenneth Kamen is a financial advisor at CW Advisors, LLC with 44 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Mercadien Asset Management, LLC, and Mercadien Securities, LLC for more than two decades. CW Advisors, LLC is a multi-team advisory firm serving a broad client base including individuals, trusts, charitable organizations, pension plans, and business entities. The firm uses a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides services ranging from wealth management and financial planning to family office support.

Marc Rosenblum is a financial advisor at Silver Oak Securities, Inc. with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes ten years at Lincoln Financial Securities Corp and six years at Transamerica Financial Advisors. Additionally, Rosenblum serves as president of American Cornerstone Group, an insurance-related business. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and business entities through a network of over 100 financial professionals. The firm manages approximately $2.4 billion in discretionary assets, offering various advisory programs that emphasize customized, primarily discretionary investment management aligned with client objectives and risk tolerances.

Morris Licciardello Jr. is a financial advisor at Main Street Financial Solutions, LLC with 26 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Purshe Kaplan Sterling Investments and H. Beck, Inc. Licciardello also operates a certified tax preparation service. Main Street Financial Solutions serves a diverse range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs an academic-based, multi-asset class investment approach focused on mutual funds and low-cost ETFs, while also offering access to actively managed funds, individual securities, and alternative investment platforms.

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 joined CW Advisors, LLC in 2025 after serving at Chb Investment Group, LLC for 14 years and Wells Fargo Advisors for 10 years. He is co-owner of Curious Finds, a business that organizes and sells antique goods. CW Advisors, LLC is a multi-team firm offering investment management, comprehensive wealth management, and family office services to individuals, trusts, charitable organizations, pension plans, corporations, and other entities. The firm employs a Core-and-Satellite investment approach using a mix of active, passive, quantitative, and ESG strategies and serves other registered investment advisers through its CW Advisor Solutions division.

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.

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.

Brian Nolan is a financial advisor at Summit Financial, LLC with 24 years of industry experience. He has held positions at Summit Financial, Summit Equities, and Purshe Kaplan Sterling Investments. Nolan is licensed with Series 63 and Series 65 credentials. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through both discretionary and consultative platforms.