Brian Dobisch is a financial advisor at Blackridge Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Concourse Financial Group Securities Inc for over 16 years before joining Blackridge. In addition to his advisory role, he is a licensed insurance agent selling life and health insurance. Blackridge Asset Management provides personalized financial planning, asset management, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and small businesses. The firm employs a client-driven investment process with a multiphase due diligence approach and offers both discretionary and non-discretionary portfolio management through various custodians.

Glenn Cohen is a financial advisor at Merit Financial Advisors with over 26 years of industry experience. He holds a Series 66 designation and has previously worked at Commonwealth Financial Network and HD Vest Advisory Services. In addition to his advisory role, he owns a CPA firm that provides accounting and tax services for businesses and individuals. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by an investment committee, while allowing advisors flexibility in portfolio management.

Danielle Ives is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Great Valley Advisor Group and LPL Financial since 2015. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing both in-house strategies and third-party managers across various platforms.

Luisa Sorkness is a CFP®-certified financial advisor with five years of industry experience. She is currently with Girard Advisory Services, LLC, where she has worked since 2023. Her prior experience includes roles at The Vanguard Group, Inc. and Walmart. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes asset allocation and diversification, using a proprietary research process and a range of investment strategies, while also leveraging affiliated entities to offer banking, brokerage, and insurance services.

Thomas Holt Jr. is a CFA® charterholder with 24 years of industry experience. He is a principal at Legacy Advisors, LLC and has been affiliated with both Legacy Advisors and M HOLDINGS SECURITIES, Inc. for over 20 years. 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 individual investors by providing portfolio management, financial planning, and retirement plan consulting, combining multiple analysis techniques with manager monitoring and offering both discretionary and non-discretionary management.

Joseph Hidalgo is a financial advisor with Creative Financial Designs, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, and has 23 years of industry experience. He has been with Creative Financial Designs since 2008 and also operates Hidalgo Financial Services and CFD Investments Inc. Additionally, he works as an independent insurance agent. Creative Financial Designs serves individual (including high-net-worth) clients, charitable organizations, corporate and business clients, and employer retirement plans with investment management and financial planning services. The firm’s investment approach includes asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Kenny Bauer is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Rockwood Wealth Management, LLC in New Hope, PA since 2017. He has also been associated with The Marshall Financial Group, Inc. since 2000. Outside of his advisory work, Bauer is a certified boys lacrosse official through US Lacrosse and the Pennsylvania Interscholastic Athletic Association, and he serves as Corporate Secretary and board member for the Captain Connor J. Bednarzyk, USA Memorial Fund. He is also an executive board member for the Washington Crossing Council, Boy Scouts of America. Rockwood Wealth Management serves individuals, families, and related entities by providing financial planning, wealth management, and investment management with a structured, passive investment approach emphasizing globally diversified portfolios primarily through mutual funds and ETFs, including Dimensional Fund Advisors strategies. The firm operates as a multi-advisor practice from a single office and manages several billion dollars in client assets on a fee-only basis.

Paul Miller is a financial advisor at StoneX Advisors Inc. with four years of industry experience. He holds a Series 66 designation and has worked at firms including IM Wealth Partners and Stonex Securities Inc. Outside of advising, he provides administrative support for Covenant Home Care. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and ERISA consulting through a mix of independent advisors and an in-house Private Client Group. The firm utilizes multiple account structures and model-based solutions, integrating several third-party money managers and proprietary strategies.

Alec Goldberg is a financial advisor at Kingswood Wealth Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has worked previously at Cadaret, Grant & Co., Inc. and Broad Street Financial LLC. Outside of his advisory role, he is involved with Capital Insurance & Investment Planning, Inc. as an agent and representative focusing on life and health insurance, long-term care, fixed annuities, and disability. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach, tailoring strategies to client goals and risk tolerance while providing portfolio management, third-party manager oversight, and ERISA plan consulting.

John Collins III is a CFP® and Series 66 licensed advisor with Rockwood Wealth Management, LLC, based in New Hope, PA. He has two years of industry experience and has previously worked at firms including Equitable Advisors, LLC and Karr Barth Associates. 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 using globally diversified allocations primarily through mutual funds and ETFs, including strategies from Dimensional Fund Advisors.

Christopher Gatsch is a financial advisor with OneSeven who holds a Series 66 designation and has 13 years of industry experience. His prior work includes roles at JP Morgan Chase Bank, JP Morgan Securities, Bank of America, and Merrill. He is also the founder of Alta Vera Securities d/b/a SH Summit, Inc., focusing on sourcing and selling private investment offerings to qualified investors. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes diversified portfolios with a primarily long-term investment approach and utilizes a mix of discretionary and non-discretionary management strategies.

Mark Maggioncalda is a financial advisor at Girard Advisory Services, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Wilmington Trust and Dreyfus Service Corporation. 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 through a proprietary research process and offers both discretionary and non-discretionary management alongside financial planning and retirement consulting services.

David Locher is a financial advisor at CW Advisors, LLC with 16 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining CW Advisors in 2025, he spent 15 years at Cms Wealth Management. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, utilizing both third-party managers and internally managed strategies overseen by an Investment Oversight Committee.

Mark Kelly is a financial advisor with Rockwood Wealth Management, LLC, based in New Hope, PA. He holds 21 years of industry experience and has been with Hirtle Callaghan & Co. LLC since 2011. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses with holistic financial planning and investment management. The firm employs a structured, passive investment approach focused on globally diversified portfolios and typically uses Dimensional Fund Advisors products.

Mark Kruman is the principal of Bryce Wealth Management in Washington Crossing, PA, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Madison Avenue Securities, Gradient Wealth Management, and operates a legal practice focused on drafting wills and related documents. In addition to financial advising, he maintains an active estate planning attorney practice. Bryce Wealth Management provides financial planning, consulting, and educational seminars to high-net-worth individuals, families, businesses, and charitable organizations. The firm facilitates relationships with third-party money managers, assists with manager selection and paperwork, and monitors manager performance without directly managing client portfolios.

Cassandra Alleyne is a financial advisor at Santander Securities LLC with 19 years of industry experience. She holds the Series 66 designation and has worked within the Santander organization since 2016, including roles at Santander Bank, NA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to securities-based lending and insurance products.

Brianna March is a financial advisor at BLBB Advisors with 11 years of industry experience. She holds a Series 65 designation and has worked at BLB&B Advisors, LLC since 2019 and previously at Gwynedd Company from 2005 to 2018. BLBB Advisors provides investment management and financial planning to a diverse client base including individuals, trusts, corporations, business owners, pension plans, and non-profit organizations. The firm manages approximately $3.25 billion in client assets and offers a range of services such as portfolio structuring, personalized financial planning, and educational seminars, with an emphasis on asset allocation and risk-based investment objectives.

Rita Camp is a financial advisor at Santander Securities LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Santander Securities and Santander Bank since 2015, with prior experience at Wells Fargo and Uber. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and centralized client support.

Bryan Pecherek is a financial advisor with The AmeriFlex Group, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include positions at LPL Financial and Invest Financial Corporation. Outside of his advisory work, he serves as an umpire for high school baseball games and is a panel member on AssetMark Inc.'s Field Advisory Board. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing model asset allocations and both discretionary and non-discretionary manager relationships.

Michael Butrica is a financial advisor at Great Valley Advisor Group, LLC with 14 years of experience at Butrica and Associates LLC and one year at Great Valley Advisor Group. He is also active as a real estate agent outside of his advisory work. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and ongoing oversight, utilizing both in-house and third-party strategies.