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® and Series 65 credentialed advisor with eight years at Rockwood Wealth Management and six years of overall industry experience. Prior to joining Rockwood, she worked at Merrill Lynch and spent ten years with the Hatboro-Horsham School District. Rockwood Wealth Management serves individuals, families, and related entities with financial planning, wealth management, and investment management. The firm uses a passive, globally diversified investment approach primarily through mutual funds and ETFs, managing several billion dollars across its multi-advisor practice.

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.

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.

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 20 years of industry experience. He holds the Series 66 designation and has been with JFS Wealth Advisors since 2016. JFS Wealth Advisors is a multi-team registered investment adviser that serves individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm employs a financial goal planning approach combined with portfolio management and utilizes Modern Portfolio Theory to guide investment decisions through an internal Investment Committee.

Deepak Appaya is a financial advisor with On Investment Management Company, holding a Series 63 designation and 39 years of industry experience. He has worked at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of his advisory role, he serves as president of Appaya Financial, which sells and services non-registered insurance products including property and casualty, life, and health insurance. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, and retirement plan sponsors. The firm offers a combination of fee-based planning, third-party investment programs, and both discretionary and non-discretionary managed account options.

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.

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.

Henry Angelucci Jr. is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds Series 66 and Series 65 licenses and has worked previously at Signal Advisors, Magellan Financial, Knights of Columbus, and Thrivent Financial. Outside of his advisory role, Mr. Angelucci operates as an independent insurance agent through Signal Advisors, focusing on life insurance and annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers diversified portfolio management using mutual funds, ETFs, individual securities, and independent managers, combining fundamental, technical, and cyclical analysis with various trading strategies tailored to client objectives.

Robert Savino is a financial advisor at Apollon Wealth Management, LLC with 38 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Purshe Kaplan Sterling Investments, Frontier Solutions, LLC, Prism Advisory Group, LLC, and Thomas Mcdonald Partners LLC. He is also the managing member of Prism Advisory Group, LLC. Apollon Wealth Management serves a diverse client base including individuals, families, businesses, and charitable organizations, offering comprehensive advisory services such as portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach combines centrally managed strategies with local portfolio oversight, employing quantitative and qualitative methods alongside tax-aware tools and independent sub-managers.

Scott Hynson is a financial advisor with Commonwealth Financial Network in Doylestown, PA, holding a Series 66 designation and 24 years of industry experience. He worked at Axa Advisors, LLC from 2001 to 2020 before joining Commonwealth in 2020. Hynson is a part-owner and member of True North Financial Planning, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, investment management, and compliance support. The firm offers customizable investment solutions and operates as a platform provider supporting affiliated advisors under Commonwealth’s supervision.

Jordan Alexander is a financial advisor with Rockefeller Financial LLC and Rockefeller Capital Management, holding a Series 66 designation and seven years of industry experience. Prior to joining Rockefeller in 2022, he worked at Merrill from 2016 to 2022. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans with wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, provides access to alternative and private investments, and operates under a recapitalized ownership structure with significant institutional minority owners.

Ray Tucholski III is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Rock & Co LLC, Bank of America, and Merrill. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and distinguishes itself through its recapitalized ownership structure, active role in private fund distribution, and integration of wealth, trust, and insurance capabilities under the Rockefeller Global Family Office platform.

Charles Mcglynn is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012. Mcglynn operates under the DBA New Vintage Capital, LLC. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management, financial planning, and retirement consulting services through various platforms and third-party asset managers.

Gregory Larson is a financial advisor with LPL Financial in Huntingdon Valley, PA, holding a Series 66 designation and 23 years of industry experience. He has been associated with LPL Financial since 2007 and also provides investment advisory services through Private Advisor Group, an independent firm. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by in-house research and model portfolios, allowing advisors to tailor solutions across various investment strategies and client needs.

Diane Boen is a financial advisor with Kestra Advisory in Warrington, PA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked with Kestra entities since 2011 and currently addresses client questions regarding life insurance products as part of her role. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional investors. The firm offers comprehensive fiduciary and plan-level consulting services and serves a broad range of clients with approximately $79.8 billion in assets under management.

Debra Osifat is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at JRB Wealth Management and Ameriprise Financial Services, Inc. Outside of advising, she provides tax preparation and general accounting services through JRB Wealth Management. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and back-office support, including investment management, technology, and compliance services, while allowing advisors discretion in portfolio construction.

Matthew Marcolina is a ChFC® credentialed financial advisor at Oppenheimer with 25 years of industry experience. He has been with Oppenheimer & Co Inc since 2001. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, using strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.