John Lowry is a financial advisor at Advisor Share Wealth Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Redhawk Wealth Advisors, Inc. since 2011. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, a web-based asset management platform for independent advisers, and access to alternative and private investment options.

Robert Vogel is a CFP® professional with 22 years of industry experience, currently serving at Rockwood Wealth Management, LLC since 2020. He previously worked at Mariner Wealth Advisors and JFS Wealth Advisors. Vogel serves on the board of directors and finance committee for Theatre Horizon in Norristown, PA. Rockwood Wealth Management provides comprehensive financial planning and investment management to individuals, families, trusts, endowments, and family businesses. The firm employs a structured, passive investment approach with globally diversified portfolios and emphasizes operational policies such as refusing commission compensation and maintaining a formal Code of Ethics.

Courtney Durham is a CFP® with seven years of industry experience, currently serving as a financial advisor at Rockwood Wealth Management, LLC since 2018. Prior to joining Rockwood, she worked at Merrill Lynch in 2017 and spent ten years with the Hatboro-Horsham School District. Rockwood Wealth Management provides financial planning, wealth management, and investment management services to individuals, families, and related entities, employing a passive investment approach with globally diversified portfolios primarily using mutual funds and ETFs. 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.

Jay Thompson is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked at Great Valley Advisor Group since 2017 and also maintains roles at Newtown Wealth Management Inc. and Thompson Financial Inc. Additionally, Thompson is a fixed insurance and annuity agent with Creative One. 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 combination of in-house strategies and third-party managers.

Harry Forst Jr. is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Capital Analysts and Lincoln Investment, where he has worked since 2020. His prior experience includes roles at Bank of America, Merrill, and the County of Bucks Controller's Office. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and employs an in-house Investment Management & Research team to support its investment decisions.

Shashi Mehrotra is a CFA® charterholder with 30 years of experience in the financial industry. He has worked at Lincoln Investment since 2017 and previously spent 22 years at Legend Equities Corporation. Mehrotra serves on the board of Aqua Pulsar, advising on technology and strategic decisions, and is a member of the investment committee at Encompass Wealth & Legacy Planning. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a variety of programs and utilizes an in-house investment management team that employs proprietary screening processes and model portfolios.

Barry Metrokas Kamison is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Redwood Private Wealth, CoreCap Investments, and CoreCap Advisors, along with operating Metrokas Kamison Associates since 1982. He is also a licensed insurance producer offering fixed annuities and various insurance products. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, using a range of investment strategies and offering negotiable advisor-level fee arrangements.

Benjamin Kollender is a financial advisor at XML Financial Group with one year of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory career, he has been involved in youth sports organizations, including Philadelphia Athletics Youth Sports and Philadelphia Prime Baseball. XML Financial Group provides investment management, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates through a multi-advisor team model and combines fundamental and technical analysis with third-party managers and an internal Investment Committee to tailor portfolios to client objectives.

Larry Sfinas is a financial advisor with Secure Asset Management, L.L.C. and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 55 years of industry experience and has previously worked at firms including MML Investors Services LLC, Mass Mutual Life Insurance Company, and Securities America, Inc. Outside of his advisory role, he is CEO and salesman of Guardian Academy & Indoor Range, Inc., a gun range and training facility. Secure Asset Management, LLC primarily serves individual clients with personalized financial planning and discretionary investment management, in addition to providing pension consulting for retirement plans. The firm uses a mix of fundamental, technical, and cyclical analysis across various asset classes and often exercises discretionary trading authority, focusing on individual and plan-level consulting rather than traditional corporate clients.

Jonathan Childs is a financial advisor with Great Valley Advisor Group, LLC, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. His work history includes roles at LPL Financial, The Leaders Group Inc, PRUCO Securities, LLC, and The Prudential Insurance Company of America. Childs also manages non-variable insurance businesses alongside his advisory practice. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm employs individualized portfolio construction with ongoing oversight, combining in-house strategies and third-party managers across various platforms.

Tamara Indianer is a CFP® professional with over 31 years of experience in the financial industry. She is currently with Capital Analysts and has held long-term positions at Lincoln Investment and Managed Benefits Group. Indianer serves on the CRES Committee to promote financial literacy in public schools and is a board member of Neurofibromatosis Northeast, a nonprofit focused on research and clinical care for NF. She also chairs the Vendor Advisory Committee for MASBO, an organization for school business officials. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team, with services ranging from model portfolios to ERISA retirement plan advisory.

Mark Ayers is a CFP® with 17 years of industry experience. He is currently with Capital Analysts and Lincoln Investment, having previously worked for The Vanguard Group for 15 years. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm utilizes an in-house investment management team to support discretionary and non-discretionary portfolio management, offering model and custom portfolios, third-party manager access, and ERISA retirement plan advisory services.

Robert Flood III is a ChFC® credentialed financial advisor with 41 years of industry experience. He is currently affiliated with BLBB Advisors and has previously worked with The Leaders Group Inc, The Gwynedd Company, and Fidelity Federal Planning Corp. Flood is also the owner and principal of LC Advisor, a business involved in marketing and insurance services. BLBB Advisors provides investment management and financial planning to individuals, trusts, corporations, business owners, pension plans, and nonprofit organizations, managing approximately $3.25 billion in client assets. The firm emphasizes asset allocation using a range of risk-based investment objectives and offers specialized strategies such as a Global Macro ETF strategy and an optional equity covered-call overlay.

Robert Donnelly is a ChFC® credentialed financial advisor with 37 years of industry experience. He is currently with Kovack Advisors, Inc. and has held roles at Alpha Advisors Alliance, LLC, Woodbury Financial Services, Inc., Questar Asset Management, Questar Capital Corporation, and ProEquities, Inc. Outside of his advisory work, he serves as vice president of the Southhampton Business Association, engaging in local business networking. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, and financial institutions. The firm offers discretionary and non-discretionary asset management with an emphasis on diversified asset-class exposure through mutual funds, ETFs, and other vehicles tailored to client objectives.

Theodore Rhinehart is a financial advisor at JFS Wealth Advisors, LLC with 21 years of industry experience. He holds the Series 66 designation and has been with JFS Wealth Advisors in various capacities since 2016. 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 offers comprehensive wealth management and financial planning services, utilizing a written Financial Goal Plan and an internal Investment Committee that applies Modern Portfolio Theory to portfolio allocations.

Siddhi Malvankar is a financial advisor at Rockwood Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Rockwood, Siddhi worked at Freudigman and Billings and also serves as an instructional coach providing tutoring in physics, math, and economics through an educational services company. Rockwood Wealth Management serves individuals, 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 a large multi-advisor team from a single office platform.

John Stanojev is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked at Kingswood Wealth Advisors since 2025 and previously spent 15 years with Cadaret, Grant & Co., Inc. Outside of his advisory work, he serves on the development committee of the Pearl S. Buck Foundation, is an adjunct professor at the Community College of Philadelphia, and participates in several community activities including fundraising for the Mercer Museum and organizing local fishing derbies. Kingswood Wealth Advisors serves a diverse client base including retail and institutional investors and provides services such as portfolio management, financial planning, and ERISA plan advisory. The firm employs an open-architecture investment platform, frequently using third-party managers, and integrates insurance-linked account management within its operational model.

Phoebe O'Malley is a financial advisor with Rockwood Wealth Management, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. She previously worked at LPL Financial LLC, Kemp Harvest Financial Group, and Archer Investment Advisors. 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 with globally diversified allocations, primarily using mutual funds, ETFs, and Dimensional Fund Advisors strategies.

Robert Savino is a financial advisor at Apollon Wealth Management, LLC with 39 years of industry experience. He holds the ChFC®, Series 63, and Series 66 credentials. His work history includes roles at Apollon Wealth Management since 2021, Purshe Kaplan Sterling Investments since 2021, Prism Advisory Group, LLC since 2009, and prior experience with Frontier Solutions, LLC and Thomas McDonald Partners LLC. He is a managing member of Prism Advisory Group, LLC, providing investment advice and financial planning. Apollon Wealth Management, LLC is a multi-team SEC-registered adviser serving individuals, high-net-worth clients, families, businesses, trusts, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, employing a combination of centrally managed strategies and locally managed portfolios tailored through various investment vehicles and specialized solutions.

Daniel Shaifer is a CFP® affiliated with BLBB Advisors and has three years of combined experience in real estate and financial advisory roles. His prior work includes positions at ReMax Realty and Keller Williams Philadelphia. 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 emphasizes asset allocation across nine risk-based investment objectives and offers strategies including a Global Macro ETF approach and an equity covered-call overlay.