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 at Capital Analysts with 12 years of industry experience. He holds the Series 66 designation and has worked at Lincoln Investment Planning since 2014 and at Capital Analysts since 2023. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm’s investment approach combines discretionary and non-discretionary portfolio management with custom portfolios and access to third-party managers, supported by an in-house Investment Management & Research team.

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.

John Einspanier is a CFP® and Series 66 licensed financial advisor with 10 years of industry experience. He has been with Legacy Advisors, LLC since 2020 and previously worked at Oakwood Capital Management LLC, Northwestern Mutual Wealth Management Company, and TD Ameritrade. Legacy Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm offers modular financial planning and portfolio management, tailoring advice and portfolios to client objectives using a mix of mutual funds, ETFs, independent managers, and other 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.

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.

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.

Nicholas Towey is a CFP® with 11 years of industry experience, currently serving at Lincoln Investment since 2014. He is affiliated with Capital Analysts, a multi-team firm based in Horsham, PA. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs and access to third-party managers. The firm’s investment decisions are guided by an in-house team using proprietary tools, and it maintains a fiduciary role with options for automated rebalancing and tax-aware strategies.

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.

Alex Picone is a financial advisor with StoneX Advisors Inc. holding Series 63 and Series 66 licenses and has three years of industry experience. His prior roles include positions at IM Wealth Partners, Stonex Securities Inc., SMBC Nikko Securities America, Inc., and Costello Asset Management. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services through independent advisors and an in-house Private Client Group, using a combination of proprietary models, third-party managers, and technology platforms.

Robert Castellani Sr. is a financial advisor with Capital Analysts and holds the Series 63 and Series 66 designations. He has 37 years of industry experience, including roles at Lincoln Investment Planning, Castellani Wealth Management, and Principal Life Insurance. He is the sole owner and managing member of The Castellani Group, LLC, a financial services business that operates as a DBA for Lincoln. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm employs an in-house Investment Management & Research team and offers discretionary and non-discretionary portfolio management with a variety of program options.