Marc Rosenblum is a financial advisor with Silver Oak Securities, Incorporated, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience, including ten years at Lincoln Financial Securities Corp before joining Silver Oak Securities in 2018. Outside of his advisory role, he serves as president of American Cornerstone Group and works as an insurance agent selling life, health, and long-term care insurance. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers tailored portfolio management, financial planning, and solutions for held-away retirement plan assets through a network of more than 100 financial professionals.

Morris Licciardello Jr. is a financial advisor at Main Street Financial Solutions, LLC with 26 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Purshe Kaplan Sterling Investments and H. Beck, Inc. Licciardello also operates a certified tax preparation service. Main Street Financial Solutions serves a diverse range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs an academic-based, multi-asset class investment approach focused on mutual funds and low-cost ETFs, while also offering access to actively managed funds, individual securities, and alternative investment platforms.

Gregory Horn is a financial advisor at Summit Financial, LLC with 27 years of industry experience. He has held positions at Persimmon Capital Management, LP, Alphahedge Capital Partners, LLC, and Dakota Wealth, LLC. Mr. Horn is in the process of transitioning his book of business from Dakota Wealth to Persimmon Capital Management. Summit Financial, LLC is a multi-team advisory firm with over 200 advisors and nearly $26.4 billion in assets under management. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultant approaches tailored to client needs.

Clarence Krepps Jr. is a financial advisor at Geneos Wealth Management, Inc. with 43 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Geneos Wealth Management since 2004. He previously worked at Financial Strategies Advisory and currently serves on the boards of Gemma Services and the Gemma Foundation. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, using a range of analytic approaches and investment strategies tailored to client needs.

Richard Suro is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His career includes roles at Lincoln Investment, Questar Asset Management, and Questar Capital Corporation. He is also president of Richard T. Suro Associates, Inc., and works as a real estate referral agent. Capital Analysts serves a broad client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs, supported by an in-house investment management and research team that uses proprietary screening methods and offers multiple advisory options.

Thomas Flynn is a CFP®-certified financial advisor with eight years of industry experience. He currently works at Girard Advisory Services, LLC and has been with affiliated firms since 2017. His background includes roles at Univest Bank and Trust Co. and the Manoa Tavern. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm provides wealth management, retirement plan consulting, and related services using a proprietary research process and a wide range of investment strategies, supported by its affiliation with Univest Bank and Trust Co. and related entities.

Jonathan Zerges is a financial advisor with StoneX Advisors Inc. and holds a Series 66 designation. He has 17 years of industry experience and has been with StoneX Advisors since 2016. Outside of his advisory role, he serves as Board President of Friends of Merion Gateway Park and is a board member of the Merion Civic Association. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA plan consulting. The firm utilizes multiple account structures and model-based solutions delivered through independent advisors and an in-house Private Client Group.

Emily O'Connor is a CFA® charterholder affiliated with Rockwood Wealth Management, LLC, where she has worked since 2026. She has four years of prior experience at Andersen Tax. Emily is based in New Hope, PA. Rockwood Wealth Management serves individuals, families, trusts, estates, endowments, and family businesses by providing financial planning, wealth management, and investment management through personalized consultations and tailored portfolios. The firm employs a passive investment approach centered on market efficiency with globally diversified allocations, primarily using mutual funds, ETFs, and strategies from Dimensional Fund Advisors.

Michael Neill is a CFP® and ChFC® with 22 years of experience in the financial services industry. He currently works at Gladstone Wealth Partners and LPL Financial, having joined Gladstone in 2021. His prior experience includes over a decade at Morgan Stanley in various roles. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individual and high-net-worth investors, corporations, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and use third-party managers and model portfolios to meet client needs.

Christopher Lindenthal is a CFP® with 18 years of industry experience. He has worked at CW Advisors, LLC since 2025 and previously spent over a decade with Chb Investment Group, LLC and Wells Fargo Advisors. Lindenthal is also co-owner of Curious Finds, an antique goods business based in Doylestown, PA. CW Advisors serves a diverse client base including individuals, families, trusts, estates, and institutional entities, offering wealth management, financial planning, family office services, and retirement plan advisory. The firm employs a core-and-satellite investment approach that incorporates active, passive, quantitative, and ESG strategies, utilizing both third-party and internally managed money managers.

Joseph Benner is a CFP® professional with 20 years of experience in the financial services industry. He is affiliated with Girard Advisory Services, LLC and has worked with related firms including Girard Investment Services, LLC and Univest Bank and Trust Co since 2015. Girard Advisory Services, LLC is a fee-only registered investment adviser that offers wealth management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth households and plan sponsors, emphasizing asset allocation and diversification through a proprietary research process and an Investment Committee that manages a focused list of large-cap stocks.

Manish Upadhyay is a financial advisor at JFS Wealth Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations and has been with JFS Wealth Advisors since 2016. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm offers comprehensive wealth management, investment advisory, and financial planning services, utilizing a written Financial Goal Plan and an internal Investment Committee that applies Modern Portfolio Theory to portfolio allocations.

Michael Koerick is a CFP® with six years of industry experience, currently serving as a financial advisor at Capital Analysts. Before joining Capital Analysts in 2020, he worked with 3Step Sports LLC in sports videography sales. He continues to engage in sports video sales during events as a side activity. Capital Analysts serves a broad client base, including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and employs proprietary screening processes and various portfolio options tailored to client needs.

Rand Siegel is a financial advisor at Bison Wealth, LLC, holding Series 66 and Series 63 licenses with seven years of industry experience. His prior work includes Key Investment Services LLC and a thirteen-year tenure at Key Bank. Bison Wealth serves a diverse client base including individuals, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and a turnkey asset management platform for other advisers. The firm employs both tactical and strategic investment approaches across liquid and private-market assets, incorporating alternative investments and option-based overlay strategies.

Edward Barnes is a financial advisor at BLBB Advisors with 28 years of industry experience. He holds a Series 65 license and has previously worked at The Gwynedd Company for 24 years before joining BLBB in 2019. BLBB Advisors provides investment management and financial planning to individuals, trusts, corporations, business owners, pension plans, and non-profit organizations, managing approximately $3.25 billion in client assets. The firm emphasizes asset allocation and offers a range of risk-based investment objectives, employing models, individual securities, ETFs, select alternatives, and third-party managers as appropriate.

Stephen Clubb is a financial advisor at IAMS Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing, Delaware Valley Advisors, and Minnesota Life Insurance Company. He is also an independent insurance agent specializing in life, health, disability, long-term care, and annuities. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily uses discretionary portfolio management tailored to client objectives and risk tolerances, employing proprietary and third-party model portfolios along with an asset-allocation approach.

Sean Buchanan is a financial advisor with Great Valley Advisor Group, LLC in Doylestown, PA, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His previous roles include positions at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors. Buchanan provides investment advisory services through Great Valley Advisor Group, an independent investment adviser firm. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing both in-house strategies and third-party platforms with regular due diligence and portfolio oversight.

Thomas Walls is a financial advisor with Lombard Advisers Incorporated in Plymouth Meeting, PA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Lombard Advisers since 2000 and has prior experience with North American Life Assurance Co and Mutual of New York dating back to the early 1980s. Outside of his advisory role, he operates Thomas Walls & Associates for tax purposes. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary programs and uses a combination of fundamental, technical, charting, and cyclical analysis to construct and monitor portfolios.

Jack Firriolo is a financial professional with 10 years of industry experience, currently affiliated with Capital Analysts and holding the Series 66 designation. He has been with Lincoln Investment Planning since 2015. Firriolo is also involved with Encompass Wealth & Legacy Planning LLC, where he assists clients with financial planning. Capital Analysts serves a diverse clientele including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm provides both discretionary and non-discretionary portfolio management through various programs and employs an in-house Investment Management & Research team that manages model portfolios using a proprietary mutual fund screening process.

Gregory Bender is a financial advisor at Capital Analysts with 14 years of industry experience and holds the Series 66 designation. He has been with Lincoln Investment Planning since 2015 and joined Capital Analysts in 2026. 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 various programs and utilizes an in-house Investment Management & Research team to guide investment decisions.