Najeedah Ghias is a CFP® with six years of industry experience, currently serving at Rockwood Wealth Management, LLC since 2019. She has prior experience at Financial Compass, LLC and CURO Wealth Management. Outside of her advisory role, she volunteers with Savvy Ladies, providing financial guidance to women on budgeting and investing. Rockwood Wealth Management serves individuals, families, trusts, and endowments with comprehensive financial planning and investment management. The firm employs a structured, passive investment approach with globally diversified portfolios and operates a large multi-advisor team from a single office platform.

Patricia Angelozzi is a financial advisor with United Capital Financial Advisors, holding a Series 65 designation and 10 years of industry experience. She has been with United Capital Financial Advisors since 2011. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models developed by an Investment Policy Committee and offers portfolio customization for ESG and faith-based preferences.

Robert Wurster is a financial advisor at Legacy Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Savant Wealth Management and Domani Wealth. Outside of his advisory work, he serves as Treasurer of the Lancaster Polo Club. 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, discretionary and non-discretionary portfolio management, and retirement plan consulting, tailoring advice and portfolios to clients’ objectives using a variety of investment strategies.

Richard Pearson Jr. is a financial advisor at Simplicity Wealth with over 18 years of industry experience. He holds a Series 66 designation and has worked previously at Integrated Financial Services and Newcleus. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporations, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, along with model portfolios that are continuously monitored and rebalanced.

Ricardo Ferreira is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Great Valley Advisor Group and LPL Financial since 2017 and was previously affiliated with The Prudential Insurance Company of America and Pruco Securities. He is also involved with McNamara Financial Group, an affiliated business. Great Valley Advisor Group is a 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, using a combination of in-house strategies and third-party managers across various platforms.

Daphne Smoley is a financial advisor at Rockwood Wealth Management, LLC with a Series 65 designation and one year of industry experience. Her background includes roles at Ameriprise Financial Services, ENSPYRE Wealth Advisors, and various educational and community organizations. Rockwood Wealth Management serves individuals, families, trusts, endowments, and family businesses with comprehensive financial planning and investment management. The firm employs a passive, globally diversified investment approach primarily using mutual funds and ETFs, and is notable for its large multi-advisor team, single office platform, and policies such as refusing commission compensation.

Gregory Dupee is a financial advisor at Aegis Capital Corp. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Janney Montgomery Scott for ten years. Outside of his advisory role, he serves as Secretary of the Board for the Camp Fire Conservation Fund, a nonprofit organization focused on conservation issues. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options across multiple managed account programs and supports trade execution, clearing, custody, and reporting services.

Steven Harrigan is a financial advisor at Regal Investment Advisors LLC with six years of industry experience. He holds a Series 65 designation and has worked at Regal since 2019. Harrigan also serves as an insurance agent with American Senior Advisors, a role he has held since 2009. Regal Investment Advisors, operating as LionShare, provides discretionary investment management services through independent advisers to a diverse client base including individual, charitable, and corporate clients. The firm offers proprietary and third-party model portfolios with discretionary implementation and rebalancing.

Christopher Tamagno is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 designations and 22 years of industry experience. He has been with Great Valley Advisor Group since 2015 and also has ongoing affiliations with LPL Financial and Associated Securities Corp. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts. The firm provides discretionary and non-discretionary investment management and financial planning, utilizing a blend of in-house strategies and third-party managers, with a focus on individualized portfolio construction and ongoing oversight.

Jonathan Bernstein is a CFP®, CFA®, and holds a Series 66 license with 10 years of industry experience. He is currently with CGN Advisors, LLC and Bernstein Planning and Investment Management, having previously worked at Robert W. Baird & Co. Incorporated and Hefren-Tillotson. Bernstein is also an author and serves on the finance and investment committees of the Kohelet School and the Joseph Slifka Center for Jewish Life at Yale. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and tax-aware investment vehicles, frequently engaging institutional third-party managers and conducting ongoing portfolio reviews.

Brian Hansen is a CFP® and holds a Series 65 license, with five years of industry experience. He has worked at Rockwood Wealth Management since 2020 and previously spent nine years at Horvath & Giacin, P.C., and one year at EisnerAmper. Hansen serves as the Secretary of the Bucks County Estate Planning Council Board. 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 focused on globally diversified portfolios, primarily using Dimensional Fund Advisors products, and is known for its multi-advisor team and firm policies such as refusing commission compensation.

Peter May is a CFP® professional with 10 years of industry experience. He is currently with AlphaStar Capital Management, where he has worked since 2018, following a prior role at Belpointe Asset Management. In addition to his advisory role, he operates a part-time insurance and financial planning business and facilitates client referrals to 1031 Sherpa, LLC. AlphaStar Capital Management serves individual, corporate, and retirement plan clients by providing discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through proprietary model portfolios and third-party technology, managing approximately $2.5 billion in assets across over 8,400 client relationships.

Glenn Eckstut is a financial advisor with On Investment Management Company, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at THE O.N. Equity Sales Company, Ohio National Financial Services, and Key Bank/First Niagara/LPL Financial. Outside of advisory work, he is active as an independent agent in life, disability, and long-term care insurance sales. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individuals, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs, combining fee-based planning with access to third-party investment platforms and both discretionary and non-discretionary portfolio management options.

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 at LaSalle St. Investment Advisors, L.L.C., holding a Series 65 credential with six years of industry experience. He has worked at LaSalle St. Investment Advisors since 2021 and is also involved with Retirement Planning Specialists, Inc. Outside of his advisory roles, he has experience in the food service industry, including work with Chickies N' Petes and Sarrapo's Pizza. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies using mutual funds, ETFs, equities, fixed income, options, and alternative vehicles, offering both non-discretionary and discretionary management.

Renee Schuster is a CFP® and Series 66 licensed financial advisor with 14 years of industry experience. She has worked at Rockwood Wealth Management, LLC since 2019 and has also been affiliated with TIAA-Cref Individual & Institutional Services, LLC since 2013. 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 and primarily utilizes Dimensional Fund Advisors products.

John Porrecca is a financial advisor with StoneX Advisors Inc. in Blue Bell, PA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has previously worked at Metlife Securities, Inc. for 13 years and has been with StoneX Advisors and related entities since 2017. Outside of his advisory role, he serves as secretary and board member of Aidan’s Heart Foundation, assisting with quarterly meetings and an annual 5K event. StoneX Advisors Inc. provides services to individuals, including high-net-worth clients, corporations, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, ERISA consulting, and annuity allocation through independent advisors and an in-house Private Client Group, utilizing various model-based solutions and third-party money managers.

John Steigerwald is a CFP® professional with 21 years of industry experience, currently serving as a client advisor at Legacy Advisors, LLC. He has worked at Legacy Advisors and M Holdings Securities, Inc. since 2012. Outside of his advisory roles, Steigerwald serves as treasurer for Saint Anthony Youth, a nonprofit organization. Legacy Advisors, LLC manages approximately $4.18 billion in client assets and provides portfolio management, financial planning, retirement plan consulting, and selection-of-other-advisor services. The firm serves pension and corporate retirement plans, charitable organizations, and individual investors, employing both discretionary and non-discretionary management with a combination of fund, fundamental, and technical analysis.

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.