Brian Levy is a CFP® with 10 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors since 2015. He holds a Series 63 license and is also a licensed insurance agent for life, health, and annuity products. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs a discretionary asset allocation approach using proprietary models and third-party managers, offering portfolio customization and technology-driven client reporting.

Michael Halvorsen is a CFP® professional with 10 years of industry experience, currently serving at Summit Financial, LLC since 2020. Prior to that, he spent 22 years with Asset Planning Services, Ltd. He owns MRK Wealth Advisors, LLC, through which he offers tax preparation services by a licensed CPA, a service requested by some clients. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers investment advisory, portfolio management, financial planning, and retirement plan advisory services through a combination of discretionary and consultative programs.

John Little is a Series 65-licensed advisor at Rockwood Wealth Management, LLC with one year of industry experience. He has been with Rockwood Wealth Management since 2025. Rockwood Wealth Management serves individuals, families, and related entities by providing financial planning, wealth management, and investment management through personalized consultations and tailored portfolios. The firm employs a passive investment approach focused on global diversification and ongoing portfolio monitoring.

Thomas Griffiths is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked with LPL Financial and Associated Securities Corp. since 2008 and 2009, respectively. Outside of his advisory role, he is involved with T & Z Financial, LLC for tax purposes. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Jeffrey Llewellyn is a CFP®, CFA®, and Series 66 holder with 13 years of industry experience. He has worked at Rockwood Wealth Management since 2022, with prior roles at Fidelity Investments and The Vanguard Group. He serves as the President and Chair of the Board for a local nonprofit organization on a volunteer basis. Rockwood Wealth Management serves individuals, families, and related entities, offering financial planning, wealth management, and investment management through tailored portfolios. The firm employs a passive investment approach focused on globally diversified allocations and utilizes strategies including those from Dimensional Fund Advisors.

Peter Conte is a financial advisor with Girard Advisory Services, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at Univest Bank and Trust Co. since 1989, serving as a Trust Investment Officer. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, and business entities. The firm emphasizes asset allocation, diversification, and tailored portfolios through a proprietary research process, and is a wholly owned subsidiary of Univest Bank and Trust Co., offering integrated banking, trust, brokerage, and insurance services.

Donald Antonacio is a financial advisor at BCG Securities, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BCG Securities since 2003. BCG Securities serves institutional retirement plans and individual clients, providing portfolio management, financial planning, pension consulting, and wealth management services. The firm focuses on developing or reviewing written investment policy statements and often implements advice on a non-discretionary basis, using third-party managers and various analytical approaches across multiple strategies.

Maxwell Dalavai is a CFP® and Series 66 licensed advisor at Rockwood Wealth Management, LLC with five years of industry experience. He has worked at Rockwood since 2022 and held prior roles at Crossgate Wealth Advisors and Thrivent Financial. Outside of advising, his background includes a range of professional experiences dating back to 2015. Rockwood Wealth Management serves individuals, families, and related entities by providing financial planning and investment management through tailored portfolios and ongoing monitoring. The firm employs a passive, globally diversified investment approach, focusing on mutual funds, ETFs, and Dimensional Fund Advisors strategies.

Charles Porter Jr. is a financial advisor with Summit Financial, LLC, holding a Series 66 designation and 20 years of industry experience. He was previously with Canon Capital Investment Advisory for 18 years before joining Summit Financial. In addition to his advisory role, Mr. Porter provides exit planning consulting for business owners through Kaboo Consulting, LLC. Summit Financial, LLC is a multi-team SEC-registered advisory firm with over $26 billion in assets under management. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services for approximately 17,800 clients.

Keegan Billie is a financial advisor at Girard Advisory Services, LLC with one year of industry experience. He holds the Series 66 designation and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Equitable Advisors. Outside of financial services, his background includes roles in video production and event management. 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 focuses on asset allocation and diversification through a proprietary research process and invests in a mix of domestic and international equities, fixed income, mutual funds, ETFs, and model allocations, while leveraging affiliated relationships to offer a broad range of financial services.

Daniel Baxter is a financial advisor at Ritholtz Wealth Management with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Ritholtz Wealth Management, he worked at The Vanguard Group and has a background including roles outside the financial sector. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm emphasizes a goal-based investment approach using diversified, low-cost ETFs and incorporates behavioral finance principles alongside digital platforms for portfolio implementation and management.

William Walker is a financial advisor with United Capital Financial Advisors in Langhorne, PA. He holds the CFP® and ChFC® designations, as well as a Series 66 license, and has 15 years of industry experience. His prior work includes positions at Mass Mutual Investors Services and METLIFE SECURITIES Inc. He is also involved in selling fixed insurance products including life, health, disability, annuities, and long-term care. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, supported by client-facing technology and research.

Curtis Johnston is a financial advisor at Girard Advisory Services, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Girard Advisory Services since 2015, also working with Girard Investment Services since 2012. Girard Advisory Services is a fee-only registered investment adviser that provides wealth management, portfolio management, financial planning, and retirement plan consulting 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 various strategies, including tax-managed direct indexing and options overlays, with oversight by an Investment Committee.

John Augenblick is a CFP® with 19 years of industry experience, currently serving at Rockwood Wealth Management, LLC since 2008. He is a School Director on the New Hope Solebury School Board. Rockwood Wealth Management provides holistic financial planning and investment management to individuals, high-net-worth clients, families, trusts, endowments, and family businesses. The firm employs a structured, passive investment approach with globally diversified portfolios primarily using mutual funds and ETFs.

Jackson West is a Series 65-licensed advisor at Rockwood Wealth Management, LLC with one year of industry experience. Prior to joining Rockwood Wealth Management, he was a student for ten years. 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 emphasizing globally diversified portfolios primarily composed of mutual funds and ETFs.

Adam Etzel is a financial advisor at JFS Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at PNC Bank for three years. His background also includes roles at Elon University and Elon University School of Law. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm employs a Financial Goal Plan process combined with Modern Portfolio Theory and offers a range of services including continuous investment management, retirement plan fiduciary services, tax preparation, and access to private investment funds.

Gregory Stein is a CFP® professional based in Lansdale, PA, with 26 years of industry experience. He has worked at Advisory Services Network since 2018 and previously spent 12 years with RSM US Wealth Management LLC. Stein is a partner in Hinkle, Stein & Associates, LLC, a role he has held since 2018. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. The firm provides a range of portfolio management, financial planning, and consulting services, utilizing various securities and third-party managers to align with clients’ objectives and risk tolerances.

Kenneth Kideckel is a financial advisor with Wealthcare Capital Management LLC, holding 13 years of industry experience. He has been with Wealthcare Capital Management since 2014 and is also affiliated with Sightline Investments LLC since 2010. Wealthcare Capital Management LLC is an SEC-registered multi-team firm managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm offers a range of advisory services and implements model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with investment decisions guided by an Investment Policy Committee using an evidence-based framework.

Amy Armstrong is a financial advisor at Summit Financial, LLC with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Persimmon Capital Management, L.P. for over two decades before joining Summit Financial. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary authority with consultative services that emphasize advisor-led monitoring and client trade approvals.

Peter Roland is a CFP® with 35 years of industry experience, currently serving at Summit Financial, LLC since 2024. He has an extensive background in education, teaching at DeSales University since 1991 and Kutztown University since 2016. In addition to his advisory role, he is the founder of a business consulting firm specializing in M&A and exit planning. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets, serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, operating both discretionary and consultative platforms.