Jacob Stull is a financial advisor at Ethos Financial Group, LLC with five years of industry experience. He holds a Series 65 designation and has prior experience at Almanack Investment Partners. Outside of advising, he works as a law special agent with D.H.S., focusing on investigations and physical protection. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, providing investment management and financial planning services. The firm employs a diversified, risk-conscious approach using model portfolios and multiple investment vehicles, supplemented by third-party research and optional tax-overlay management.

Steven Mignogna is a financial advisor with Legacy Advisors, LLC in Plymouth Meeting, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Legacy Advisors and M Holdings Securities, Inc. since 2011. Outside of his advisory roles, he serves as a non-compensated search committee member for The Legacy Foundation. Legacy Advisors, LLC oversees approximately $4.18 billion in client assets and provides portfolio management, financial planning, and retirement plan consulting services to a diverse client base including pension plans, charitable organizations, and individual investors. The firm combines fund, fundamental, and technical analysis with manager monitoring and offers both discretionary and non-discretionary management.

Nicholas Bucci is a CFP® and holds a Series 65 designation, with 18 years of industry experience. He has worked at BLBB Advisors since 2019 and previously spent 11 years with Hirtle Callaghan & Co. In addition to his advisory role, he serves as an adjunct instructor at Immaculata College. 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 emphasizes asset allocation through risk-based investment objectives and offers specialized strategies including a Global Macro ETF approach and an equity covered-call overlay.

Philip Rosenau is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 designations and 17 years of industry experience. He previously worked at LPL Financial and The Prudential Insurance Company of America. Rosenau is involved in multiple investment advisory activities through Great Valley Advisor Group and maintains additional business interests in insurance consulting. 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, utilizing a blend of in-house strategies and third-party managers across various platforms.

Scott Merkel is a financial advisor at Capital Analysts with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Lincoln Investment Planning, Inc. since 2004. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm provides investment management both on a discretionary and non-discretionary basis, supported by an in-house Investment Management & Research team that utilizes a proprietary mutual fund screening process.

Vincent Capone is a financial advisor at StoneX Advisors Inc. with three years of industry experience and holds the Series 66 designation. His prior roles include positions at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. He also assists clients with investments and insurance through a junior advisor role at IM Wealth Partners. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group, utilizing multiple account structures and model-based solutions.

Aaron Stolpen is a CFA® charterholder with nine years of industry experience. He currently serves as a financial advisor at Legacy Advisors, LLC, where he has worked since 2023. Prior to joining Legacy Advisors, Stolpen held roles at Domani Wealth LLC and Tarbox Family Office, Inc. Legacy Advisors serves individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm offers modular financial planning and portfolio management tailored to clients' objectives and risk tolerance, using a combination of fundamental and technical analysis alongside mutual funds, ETFs, independent managers, and select private funds and derivatives.

Kevin Piotrowicz is a CFA® charterholder with 11 years of industry experience. He is currently affiliated with Legacy Advisors, LLC and M Holdings Securities, Inc., having worked at both firms since 2018. Prior to that, he held positions at J.P. Morgan Chase Bank NA and J.P. Morgan Securities from 2015 to 2018. Legacy Advisors serves individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm provides modular financial planning, portfolio management, retirement plan consulting, and oversight of third-party managers, tailoring advice and portfolios to client objectives and risk tolerance using a variety of investment strategies.

Robert Cawley is a financial advisor at Ethos Financial Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at BCJL Management LLC, Peerless Business Advisors, and Mass Mutual. In addition to his advisory role, Cawley is involved in insurance sales, focusing on life, disability, and long-term care products. Ethos Financial Group serves individuals, trusts, estates, state and municipal entities, and charitable organizations by providing investment management, financial planning, estate planning, and insurance consulting. The firm employs a model portfolio approach emphasizing diversified, risk-conscious allocations using indexed and actively managed products.

Nellie Forst is a financial advisor with Capital Analysts in Fort Washington, PA. She holds Series 63 and Series 66 registrations and has 11 years of industry experience, including time at Lincoln Investment. Outside of her advisory role, she manages a rental property as a landlord. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of advisors and in-house investment management.

James Verros is a CFP® professional with 44 years of industry experience, currently advising through Capital Analysts. He has been with Lincoln Investment Planning, Inc. since 1982. Outside of advisory work, he serves as a co-trustee for family trusts, offers individual tax preparation services, and is involved in land development through ownership of a property development LLC. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and charitable organizations. The firm provides portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Thomas Durkin is a financial advisor at Main Street Financial Solutions, LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for eight years. Main Street Financial Solutions serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach, combining passive and active management strategies while also providing fiduciary consulting and specialized services for employee benefit plans.

Samuel Feldbaum is a CFP® with 14 years of industry experience and has been with Rockwood Wealth Management, LLC since 2016. He serves as a member of the Finance Committee for the Bucks County Opportunity Council, a nonprofit organization that provides services such as financial literacy, free tax preparation, and food assistance. Rockwood Wealth Management serves individuals, families, and related entities with financial planning, wealth management, and investment management through tailored portfolios. The firm employs a structured, passive investment approach focused on globally diversified allocations and manages several billion dollars in client assets.

Charles Barrett is a financial advisor at Copeland Capital Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Copeland since 2010. Prior to that, he was with Northern Lights Distributors, LLC and Vigilant Distributors, LLC. Copeland Capital Management offers discretionary and non-discretionary portfolio management, model delivery, and sub-advisory services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm employs a conservative, dividend-growth oriented investment approach that integrates fundamental, quantitative, macroeconomic, and technical analysis across various market-cap strategies.

Mark Giovanniello is a CFA® charterholder with 23 years of industry experience. He is a financial advisor at Copeland Capital Management, LLC and previously worked at The Colony Group, LLC and Rorer Asset Management, LLC. Copeland Capital Management is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a conservative, disciplined dividend-growth investment philosophy and manages both discretionary portfolios and non-discretionary model advice across a range of domestic and international strategies.

Todd Wartman is a financial advisor at Capital Analysts with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Lincoln Investment and FIFTH THIRD SECURITIES, Inc. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Andrew Lein is a financial advisor at Girard Advisory Services, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at Girard Advisory Services since 2019, following prior roles at Univest Investments and Univest Bank and Trust Co. Girard Advisory Services is a fee-only registered investment adviser that provides wealth management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation, diversification, and tailored portfolios through a proprietary research process and an Investment Committee, offering both discretionary and non-discretionary management and specialized strategy options.

Gregory Locke is a financial advisor with Advisory Services Network and holds over six years of industry experience. He is also the owner and CPA of Locke and Welsh, P.C., a certified public accounting firm he has operated since 1998. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a broad network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, overseeing approximately $8.6 billion in client assets.

Michael Vanni is an investment advisor with Siebert AdvisorNXT, LLC, holding Series 63, 65, and 66 credentials and bringing 31 years of industry experience. His career includes roles at Muriel Siebert & Co. LLC, Stockcross Financial Services, Inc., and Select Advisory Services, LLC. He divides his time between Siebert AdvisorNXT and Muriel Siebert & Co., both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm utilizes a web-based platform incorporating Modern Portfolio Theory and risk-tolerance assessments to construct and manage ETF/ETN portfolios, offering both discretionary and non-discretionary solutions with access to third-party and independent managers.

John Helvie is a financial advisor at Rockwood Wealth Management, LLC, holding a Series 65 designation with three years of industry experience. Prior to joining Rockwood Wealth Management in 2022, he worked in physical therapy roles at Fox Rehabilitation and Excel Physical Therapy. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses by providing comprehensive financial planning and investment management. The firm employs a structured, passive investment approach focused on globally diversified portfolios, primarily utilizing mutual funds and ETFs.