Harry Forst is a CFP® with over 42 years of experience in the financial industry, currently serving at Capital Analysts. He has been with Lincoln Investment Planning, Inc. since 1983. Capital Analysts provides portfolio management and retirement-plan advice to a diverse client base that includes individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers both discretionary and non-discretionary investment management through an in-house research team and a nationwide network of independent advisors.

Robert Stephenson is a CFP® and Series 65 licensed advisor with 10 years of industry experience. He has been with Rockwood Wealth Management, LLC since 2015. 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 using globally diversified portfolios primarily composed of mutual funds and ETFs, emphasizing client relationships through annual reviews and tailored planning services.

Megan Lottier is a financial advisor at Rockwood Wealth Management, LLC with nine years of industry experience. She has been with Rockwood since 2015. Outside of her advisory role, Megan serves as Vice President and Treasurer for the New Hope Solebury Education Fund. 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 using globally diversified portfolios primarily composed of mutual funds and ETFs.

Louis Depaul is a financial advisor at BLBB Advisors with 45 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial and Boenning & Scattergood. BLBB Advisors provides investment management and financial planning services to individuals, trusts, corporations, business owners, pension plans, and non-profits, managing approximately $3.25 billion in client assets. The firm emphasizes asset allocation and offers a range of risk-based investment objectives, utilizing models, individual securities, ETFs, select alternatives, and third-party managers as appropriate.

Michael Geraghty is a financial advisor at BLBB Advisors with 12 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. His prior experience includes roles at Janney Montgomery Scott and Boenning & Scattergood. BLBB Advisors provides investment management and financial planning services to individuals, trusts, corporations, business owners, pension plans, and nonprofit organizations, managing approximately $3.25 billion in client assets. The firm offers a range of risk-based investment strategies and specialized services such as a Global Macro ETF strategy and an equity covered-call overlay.

John Sciarrone is a CFP® and holds a Series 65 license with four years of industry experience. He has been with JFS Wealth Advisors, LLC since 2020 and previously worked in management roles outside the financial industry. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal governments. The firm provides comprehensive wealth management through a structured Financial Goal Plan, utilizes Modern Portfolio Theory in its investment decisions, and offers various services including investment management, fiduciary retirement plan services, tax preparation, and bookkeeping.

Matthew Dewitt is a financial advisor with Advisory Services Network, holding a Series 65 credential and six years of industry experience. His professional background includes roles at McAdam, DeGroff Financial, Avalon Merchants, and West Virginia University. In addition to his advisory work, he is an independent insurance agent specializing in life, accident, and health insurance. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, investment consulting, and retirement plan consulting, with strategies tailored to clients’ objectives and risk tolerances.

Jessica Long is a financial advisor at BLBB Advisors with 17 years of industry experience. She holds a Series 66 designation and previously worked for over a decade at Cornerstone Institutional Investors, LLC and its affiliated entities. BLBB Advisors serves individuals, trusts, corporations, business owners, pension plans, and nonprofits, managing approximately $3.25 billion of client assets. The firm offers tailored investment management and financial planning services with an emphasis on asset allocation and risk-based investment objectives, utilizing a range of investment vehicles and strategies including a firm-supervised Global Macro ETF strategy and an equity covered-call overlay.

Peter Augustine is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes roles at LPL Financial, Wells Fargo Clearing, and WELLS FARGO Advisors, LLC. Augustine provides investment advisory services through Great Valley Advisor Group, an independent investment advisor firm. 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 mix of in-house strategies and third-party managers across various platforms.

Brian Smith is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at LPL Financial LLC, QNB Bank, and Investment Professionals Inc. He is also a licensed insurance agent involved with B. Riley Wealth Insurance. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through about 274 advisors, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers a broad suite of advisory programs, financial planning, and retirement solutions, utilizing multiple program structures and both proprietary and third-party asset allocation models.

Michael Maher is a financial advisor at B. Riley Wealth Advisors, Inc. with 39 years of industry experience. He has held roles at B. Riley Wealth Advisors and B. Riley Wealth Management since 2022, following six years at Ameriprise Financial Services, Inc. Michael holds Series 63 and Series 65 licenses. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers various program options, including advisor-managed accounts and third-party managed programs, and manages approximately $4.21 billion in client assets.

Courtney Krzaczyk is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Rockwood Wealth Management, LLC since 2021. Prior to joining Rockwood, she held roles at KPMG in 2019 and 2021. Rockwood Wealth Management provides comprehensive financial planning and investment management services to individuals, high-net-worth clients, families, trusts, endowments, and family businesses. The firm employs a structured, passive investment approach focused on globally diversified portfolios and emphasizes policies such as refusing commission compensation and maintaining a formal Code of Ethics.

Paige Marlow is a Series 66-licensed financial advisor with 17 years of industry experience. She has worked at Rockwood Wealth Management since 2017 and previously spent a year with Leonard Brodsky & Associates/Commonwealth Financial. 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 structured, passive investment philosophy focused on globally diversified allocations, primarily using mutual funds, ETFs, and Dimensional Fund Advisors strategies.

Patrick Forst is a financial advisor with Capital Analysts in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 1986. 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, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Christopher Cortese is a CFP® with 13 years of industry experience. He has been with Wescott Financial Advisory Group LLC since 2010. Wescott Financial Advisory Group provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm uses an open-architecture, multi-manager investment approach that combines passive and active strategies within a tax-sensitive, disciplined process.

Zachary Carr is a financial advisor at Capital Analysts with two years of industry experience. He holds the Series 66 designation and has worked at both Capital Analysts and Lincoln Investment since 2023. Prior to his advisory career, he spent 14 years in primary education and four years in college education. 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, delivering investment management through both discretionary and non-discretionary approaches supported by an in-house Investment Management & Research team.

Bruce Freeston is a CFP® professional with 12 years of experience in financial advising. He has worked at Girard Advisory Services, LLC since 2019 and has been employed by Univest Bank and Trust Co. since 2007. His earlier experience includes five years at Vanguard Advisers. 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 offers wealth management, financial planning, and retirement plan consulting, emphasizing asset allocation and diversification through a proprietary research process and an Investment Committee.

Jennifer Telesca is a financial advisor at XML Financial Group with 25 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Wells Fargo Advisors Financial Network, John Hancock Advisers, and MFC Global Investment Management. XML Financial Group provides investment management, financial planning, retirement plan consulting, and wrap fee programs to a diverse retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates a multi-advisor team model and uses a blend of fundamental and technical analysis, incorporating third-party managers and an internal Investment Committee to tailor portfolios to client needs.

Brian Ruht is a financial advisor at Santander Securities LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Santander Securities and Santander Bank since 2017, as well as at Citizens Securities, Inc. from 2016 to 2017. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning, primarily serving retail investors through multiple managed account strategies implemented by third-party managers.

Clifford Haugen is a CFA® charterholder and holds a Series 66 license, with 25 years of industry experience. He has been with BLBB Advisors since 2008 and previously worked at Burke, Lawton, Brewer & Burke, LLC. Outside of his advisory role, he serves as a general partner in Haugen Agro, LLLP and is involved as a trustee and finance committee member for Silver Springs/Martin Luther School in Plymouth Meeting, PA. BLBB Advisors manages approximately $3.25 billion in client assets, providing investment management and financial planning to individuals, trusts, corporations, business owners, pension plans, and non-profit organizations. The firm emphasizes asset allocation and offers multiple risk-based investment objectives using a range of investment vehicles, including a firm-supervised Global Macro ETF strategy and an optional equity covered-call overlay.