Tevin Hill is a financial advisor at Merit Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Commonwealth Financial Network, GlennCo, LLC, Prosperity - An EisnerAmper Company, and several other firms. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving approximately 20,040 clients across 66 offices and managing about $23.9 billion in client assets. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach using centrally managed sleeves and model allocations overseen by an internal Investment Management team and Investment Committee.

John Hagan is a CFP® certificant with eight years of experience, currently serving as a financial advisor at Rockwood Wealth Management, LLC since 2018. Prior to this, he was involved with Hagan Home Building, LLC for 13 years. Rockwood Wealth Management serves individuals, families, trusts, estates, endowments, and family businesses by offering 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 market efficiency, managing several billion dollars in client assets across a multi-advisor practice.

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 designations and previously worked at Redhawk Wealth Advisors, Inc. for 12 years and Newtown Wealth Management Inc. for one year. Advisor Share Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, typically implementing client strategies through third-party sub-advisers and model portfolios on a discretionary or non-discretionary basis.

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 bringing 18 years of industry experience. He has worked at Great Valley Advisor Group since 2017 and previously at Newtown Wealth Management Inc. for 10 years. He is also involved with Thompson Financial Inc. and serves as 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, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Harry Forst Jr. is a financial advisor at Capital Analysts with nine years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and the County of Bucks Controller's Office. He has been with Capital Analysts and Lincoln Investment since 2020. Capital Analysts serves a range of clients 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 advisors and firm-managed programs.

Shashi Mehrotra is a CFA® charterholder with 30 years of industry experience. He is currently with Lincoln Investment since 2017 and previously worked at Legend Equities Corporation for 22 years. Mehrotra serves as a board member of Aqua Pulsar, a water treatment company, providing strategic and financial advice, and participates on the investment committee of Encompass Wealth & Legacy Planning, contributing to client presentations and decision-making processes. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisors, utilizing both discretionary and non-discretionary investment management supported by proprietary mutual-fund screening and institutional relationships.

Barry Metrokas Kamison is a financial advisor at Brookwood Investment Group with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Redwood Private Wealth LLC and CoreCap Investments. In addition to his advisory role, he is a licensed insurance producer offering fixed annuities and various insurance products. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans with portfolio management, financial planning, and retirement plan advisory services. The firm employs a customized investment approach using a mix of passive, active, tactical, and blended strategies, and offers both discretionary and non-discretionary management options.

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 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at LPL Financial, The Leaders Group Inc, and Prudential Insurance Company of America. He is involved in providing non-variable insurance products 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 offers both discretionary and non-discretionary investment management and emphasizes individualized portfolio construction using a combination of in-house strategies and third-party managers.

Tamara Indianer is a CFP®-certified financial advisor with over 31 years of industry experience. She is currently with Capital Analysts and has previously worked extensively with Lincoln Investment and Managed Benefits Group. Indianer serves on several committees and boards focused on financial literacy, education, and nonprofit advocacy, including the CRES Committee, Neurofibromatosis Northeast, and MASBO’s Vendor Advisory Committee. Capital Analysts serves a range of retail and institutional clients, providing portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisor representatives and in-house investment management. The firm integrates institutional resources and proprietary investment screening processes to support its client offerings.

Mark Ayers is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Capital Analysts since 2023. He previously worked for The Vanguard Group for 15 years and holds a Series 63 license. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm offers portfolio management, advisor-managed and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

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 38 years of industry experience. He is currently with Kovack Advisors, Inc., joining the firm in 2023 after roles with 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 Southampton Business Association, engaging in local business networking. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, banks, and municipal entities, utilizing a range of internally created and third-party investment models supported by a technology-driven workflow.

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.