Jordan Sowhangar is a CFP® with 12 years of industry experience, currently serving as an advisor at Girard Advisory Services, LLC since 2015. He also has experience with Girard Investment Services, LLC dating back to 2014. Outside of his advisory role, he owns rental properties unrelated to investment activities. Girard Advisory Services, LLC is a fee-only registered investment adviser providing wealth management, financial planning, retirement plan consulting, and related services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both individual clients, including high-net-worth households, and plan sponsors, employing a proprietary research process and diversified investment strategies to tailor portfolios to client objectives.

Thomas Hellings is a financial advisor with Girard Advisory Services, LLC, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has worked within affiliated firms including Girard Pension Services, Girard Advisory Services (formerly Girard Partners), and Girard Investment Services (formerly Univest Investments) since 2013. 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 emphasizes asset allocation and diversification, employing a proprietary research process and an Investment Committee to tailor portfolios, while offering discretionary and non-discretionary management and specialized strategies supported by its structure as a subsidiary of Univest Bank and Trust Co.

Robert Maloney is a financial advisor at Rockwood Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Rockwood Wealth Management since 2024. Prior to this, he gained experience at Elliott-Lewis Corporation and CI Lawn Equipment. 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 and operates with multi-billion assets under management through a large multi-advisor team.

Derek Petrella is a financial advisor at Ally Invest Advisors with eight years of industry experience. He holds the Series 66 designation and has worked previously at Lincoln Investment LLC and Cape Bank/Ocean First Bank. At Ally Invest, he supports both self-directed and advisory clients in a dually licensed capacity. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual platforms. The firm offers ETF-based Robo Portfolios and Financial Advisor-delivered Personal Advice, utilizing model portfolios with multiple risk tiers and tax-sensitive features.

Francis Lapowsky is a financial advisor with Main Street Financial Solutions, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America and Merrill. Main Street Financial Solutions serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, offering financial planning, investment management, and retirement plan consulting. The firm employs an academic-based, multi-asset class investment approach, combining passive and active strategies while providing ERISA fiduciary consulting and institutional advisor-facing services.

Ross Cohn is a CFP® and holds a Series 66 license, with six years of industry experience. He has worked at Sage Financial Group Inc. since 2019, following prior roles at UBS Financial Services, PitchBook Data Inc., the National Basketball Association, and the Philadelphia 76ers. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors by providing investment management and financial planning, including family office services. The firm emphasizes fundamental analysis and long-term investment strategies, and it is notable for advising affiliated private pooled real-estate funds and providing related estate-planning services through a law firm partnership.

Charlie Cho is a financial advisor at Santander Securities LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities, Santander Bank, Key Investment Services, KeyBank, Wells Fargo, and Hartford Insurance Co. Cho is based in York, PA. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party investment managers and centralized client support.

Daphne Hu is a CFP® and holds a Series 65 license with 13 years of experience in financial advising. She has been with United Capital Financial Advisors since 2013. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization including ESG and faith-based preferences.

Thomas Remmey is a financial advisor with Girard Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Girard Advisory Services and affiliated Girard Investment Services since 2015. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, retirement plan consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both individuals, including high-net-worth households, and plan sponsors and participants, employing a proprietary research process and offering a range of investment strategies with ongoing oversight.

William Cuthbertson II is a CFP® with 19 years of industry experience. He is currently with Main Street Financial Solutions, LLC, where he has worked since 2023, following a 17-year tenure at Ameriprise Financial Services, Inc. Main Street Financial Solutions serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs an academic-based, multi-asset class investment approach, combining passive and active strategies tailored to clients’ objectives and risk profiles.

Patrick Devlin is a financial advisor at Legacy Advisors, LLC in Plymouth Meeting, PA, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at Ironview Capital Management and Sei, as well as a role at the University of Delaware. Legacy Advisors serves individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors with customized financial planning and portfolio management. The firm uses a combination of fundamental and technical analysis across various investment vehicles, offering ongoing monitoring, rebalancing, and comprehensive planning engagements.

Marc Bernstein is a financial advisor with Diversify Advisory Services, LLC, holding the ChFC® designation and Series 63 license. He has 42 years of industry experience, including roles at DFPG Investments, LLC, Hornor, Townsend & Kent, Inc, and Penn Mutual Life Insurance Company. Outside of advising, he is an attorney specializing in civil litigation and personal injury cases, serves on the endowment committee for Tiferet Bet Israel, is a board member of the American Technion Society Eastern Seaboard Region, and is an author working on a financial book. Diversify Advisory Services is an SEC-registered enterprise advisor serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management and consulting services tailored to client goals and risk tolerance.

Ryan Rabinowitz is a financial advisor at Legacy Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Legacy Advisors since 2014. Rabinowitz also works as a registered representative with M Holdings Securities, Inc. Legacy Advisors, LLC is a registered investment adviser managing approximately $4.18 billion in client assets. The firm serves pension and corporate retirement plans, charitable organizations, and both high-net-worth and non-high-net-worth individuals, offering portfolio management, financial planning, and retirement plan consulting with a combination of fund, fundamental, and technical analysis.

William Malloy is a CFA® charterholder with six years of industry experience, currently advising at Sage Financial Group Inc. since 2022. Prior to joining Sage, he worked at Reliance Standard Life Insurance and Janney Montgomery Scott. He also has a background in academia, having been affiliated with Temple University for five years. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors, offering investment management and financial planning with a focus on fundamental analysis and long-term strategies. The firm provides family office services and manages affiliated private pooled real-estate funds, utilizing performance-based compensation structures uncommon among similar multi-team advisors.

Beth Peckman is a financial advisor at Capital Analysts with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with Lincoln Investment Planning, Inc. since 1998. 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 advisor representatives and in-house investment teams.

Jack Ventresca is a financial advisor at Rockwood Wealth Management, LLC with a Series 65 designation and two years of industry experience. He has been with Rockwood Wealth Management since 2024. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses with holistic financial planning and ongoing investment management. The firm employs a structured, passive investment approach using globally diversified portfolios primarily composed of mutual funds and ETFs.

Ryan Becker is a financial advisor at Legacy Advisors, LLC with Series 66 credentials and five years of industry experience. His prior roles include positions at SEI Investments and M Holdings Securities, Inc., as well as a four-year tenure at the University of Florida. Legacy Advisors, LLC manages approximately $4.18 billion in client assets and serves pension and corporate retirement plans, charitable organizations, and individual investors. The firm provides portfolio management, financial planning, and retirement plan consulting, combining various analytical approaches with ongoing manager monitoring and modular planning services.

Shanor Hawkins is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Santander Securities LLC since 2022 and previously spent 17 years at Citizens Investment Services Corp. Hawkins is part owner of Wealth Hawkins Group LLC, an entity created for owning real estate unrelated to his investment advisory work. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and other institutional clients. The firm offers wrap-fee advisory programs and financial planning services through a managed-account platform with third-party investment managers and centralized support.

Joseph Braut is a financial advisor with Santander Securities LLC, holding CFP® and ChFC® designations and over 30 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, LPL Enterprise, and Merrill Lynch. He has longstanding involvement with Genworth and John Hancock related to long-term insurance trails. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory AUM and provides investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to securities-based lending and insurance products. The firm’s investment management is delivered largely through the FMAX wrap-fee platform, which includes third-party discretionary managers and offers various overlay and ESG model options.

Kenneth Cordella is a financial advisor with Advisory Services Network holding Series 63 and Series 66 credentials and 14 years of industry experience. His work history includes roles at Platinum Wealth Advisors, The Vanguard Group, MUFG Union Bank, and Ascend Learning. 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, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.