Jonathan Childs is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 designations and 12 years of industry experience. His prior roles include positions at LPL Financial, The Leaders Group Inc, PRUCO Securities, LLC, and The Prudential Insurance Company of America. Childs is involved in non-variable insurance services through various affiliated entities. 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, emphasizing individualized portfolio construction and ongoing oversight using a blend of in-house strategies, third-party managers, and sponsored platforms.

Kathleen Robins is a CFA® charterholder with 13 years of industry experience, currently serving at Consolidated Portfolio Review Corp. Her prior experience includes roles at Vanderbilt Securities, Charles Schwab & Co., Morgan Stanley, and Thrivent Financial. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, model portfolios, and access to third-party sub-advisors, with a platform supporting strategic asset allocation and multiple investment approaches tailored to client objectives.

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.

Henry Angelucci Jr. is a financial advisor with Portfolio Medics, LLC, holding Series 65 and Series 66 licenses and six years of industry experience. His previous roles include positions at Signal Advisors, Magellan Financial, and Knights of Columbus, among others. In addition to his advisory work, he operates as an independent insurance agent through Signal Advisors, focusing on life insurance and annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm employs a range of investment strategies combining fundamental, technical, and cyclical analysis to create customized portfolios.

Robert Savino is a ChFC® credentialed financial advisor with 39 years of industry experience. He is currently with Apollon Wealth Management, LLC and has held previous roles at Purshe Kaplan Sterling Investments, Prism Advisory Group, and several other firms. Savino is also a managing member of Prism Advisory Group, LLC, where he provides investment advice and financial planning. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, businesses, and other clients, offering financial planning, portfolio management, and retirement plan advisory services. Its approach combines centrally managed strategies with locally managed portfolios and incorporates fundamental analysis, tactical allocations, ESG risk models, and technology tools including generative AI.

Scott Hynson is a financial advisor with Commonwealth Financial Network in Doylestown, PA, holding a Series 66 designation and 24 years of industry experience. He worked at Axa Advisors, LLC from 2001 to 2020 before joining Commonwealth in 2020. Hynson is a part-owner and member of True North Financial Planning, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, investment management, and compliance support. The firm offers customizable investment solutions and operates as a platform provider supporting affiliated advisors under Commonwealth’s supervision.

Jordan Alexander is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Rockefeller Capital Management. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services through a Private Advisor model and a consolidated investment platform.

Ray Tucholski III is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at Rock & Co LLC since 2019 and has prior experience with Bank of America, N.A. and Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Charles Mcglynn is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and over 25 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012 and previously worked at Merrill from 2010 to 2012. Mcglynn operates his advisory services through New Vintage Capital, LLC, a business he established in Philadelphia. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based model and offers proprietary and third-party managed account solutions supported by technology platforms and a range of investment strategies.

Diane Boen is a financial advisor with Kestra Advisory in Warrington, PA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked with Kestra entities since 2011 and currently addresses client questions regarding life insurance products as part of her role. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional investors. The firm offers comprehensive fiduciary and plan-level consulting services and serves a broad range of clients with approximately $79.8 billion in assets under management.

Debra Osifat is a financial advisor with Commonwealth Financial Network, holding Series 63 and 65 licenses and bringing 24 years of industry experience. She has worked at JRB Wealth Management and Ameriprise Financial Services, Inc. Prior to her current role, she has also provided tax preparation and general accounting services through JRB Wealth Management. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm supports its advisors with a range of managed account programs, access to third-party asset managers, and custody and clearing services.

Matthew Marcolina is a financial advisor at Oppenheimer with 25 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Marcolina has been with Oppenheimer & Co Inc since 2001. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a range of programs including asset management, consulting, and retirement services, with advisory services covering equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

Colin Stevens is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. He has held various positions prior to his advisory role, including a brief tenure as a food delivery driver for Door Dash. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services, with a notable portion of assets managed on a non-discretionary basis.

Shane Ennis is a financial advisor at Janney Montgomery Scott with 18 years of industry experience and holds a Series 66 designation. He has worked at Janney Montgomery Scott since 2012. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Bruce Glider is a ChFC® credentialed financial advisor with 27 years of industry experience, currently with Bankers Life Advisory Services, Inc. He has been associated with Bankers Life and its affiliates since 2009. Outside of his advisory work, he teaches courses for The American College unrelated to securities. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to clients’ goals and risk tolerances.

Kenneth Kovalik is a financial advisor at Guardian Life with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he provides management consulting services and serves in leadership roles with local nonprofit organizations and his church. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions tailored to client needs.

Bret Berg is a CFP® with eight years of industry experience, currently serving at Commonwealth Financial Network since 2023. He has also worked at Foundations Financial Partners, Minnesota Life Insurance Co, and Securian Financial Services Inc. Outside of advising, he spends a portion of his time selling fixed insurance products. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a nationwide network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad platform including managed-account programs, third-party asset manager access, and custody services, enabling advisors to implement portfolios through internal models or external platforms.