Gary Johnston is a CFP® professional with eight years of industry experience. He has worked at Facet Wealth Management since 2019 and previously held roles at SEI Investments Management Corp and SEI Investments Distribution Co. Johnston is based in Perkasie, PA. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients across a range of wealth levels. The firm employs model-based asset allocations primarily using exchange-traded funds and leverages technology-driven processes for tax optimization and portfolio management.

Jennifer Strawser is a financial advisor with Girard Advisory Services, LLC, holding a Series 65 designation and seven years of industry experience. She has been with Girard Advisory Services since 2019 and has worked at Univest Bank and Trust Co. since 2005. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth clients and plan sponsors, emphasizing asset allocation and diversification through a proprietary research process and a comprehensive investment committee.

Brian Dobisch is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. Prior to joining Blackridge, he spent over two decades at Concourse Financial Group Securities Inc. He also operates as a self-employed insurance agent, selling life and health insurance. Blackridge Asset Management provides financial planning, investment management, and related consulting through a network of investment adviser representatives serving individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a turnkey asset management platform and a multi-strategy investment approach including asset allocation, rebalancing, and diversification.

Glenn Cohen is a financial advisor at Merit Financial Advisors with over 26 years of industry experience. He holds a Series 66 designation and has previously worked at Commonwealth Financial Network and HD Vest Advisory Services. In addition to his advisory role, he owns a CPA firm that provides accounting and tax services for businesses and individuals. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by an investment committee, while allowing advisors flexibility in portfolio management.

Patrick Gano is a financial advisor at HBKS Wealth Advisors with 13 years of industry experience. He has previously worked at Liberty Partners Financial Services, Fiduciary Advisors, and Professional Capital Services. Gano holds Series 63 and Series 65 licenses. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm uses tailored portfolios managed on a discretionary basis through proprietary models and multiple platform arrangements, providing a broad range of investment strategies without specializing in any single area.

Danielle Ives is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Great Valley Advisor Group and LPL Financial since 2015. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing both in-house strategies and third-party managers across various platforms.

David Barol is a CFP® and ChFC® with 32 years of industry experience. He is currently with CreativeOne Securities, LLC and has previously worked at Securities America Advisors, Questar Asset Management, and Lincoln Financial Advisors. Outside of his advisory work, he hosts the podcast "Bridge to Knowledge by David Barol" and is involved in book publishing through Bala House Publishing. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management and offers a variety of financial services including fiduciary retirement-plan support and access to third-party manager programs.

Luisa Sorkness is a CFP®-certified financial advisor with five years of industry experience. She is currently with Girard Advisory Services, LLC, where she has worked since 2023. Her prior experience includes roles at The Vanguard Group, Inc. and Walmart. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes asset allocation and diversification, using a proprietary research process and a range of investment strategies, while also leveraging affiliated entities to offer banking, brokerage, and insurance services.

Thomas Holt Jr. is a CFA® charterholder with 24 years of industry experience. He is a principal at Legacy Advisors, LLC and has been affiliated with both Legacy Advisors and M HOLDINGS SECURITIES, Inc. for over 20 years. Legacy Advisors, LLC is a registered investment adviser managing approximately $4.18 billion in client assets. The firm serves pension and corporate retirement plans, charitable organizations, and individual investors by providing portfolio management, financial planning, and retirement plan consulting, combining multiple analysis techniques with manager monitoring and offering both discretionary and non-discretionary management.

Joseph Hidalgo is a financial advisor with Creative Financial Designs, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, and has 23 years of industry experience. He has been with Creative Financial Designs since 2008 and also operates Hidalgo Financial Services and CFD Investments Inc. Additionally, he works as an independent insurance agent. Creative Financial Designs serves individual (including high-net-worth) clients, charitable organizations, corporate and business clients, and employer retirement plans with investment management and financial planning services. The firm’s investment approach includes asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Kenny Bauer is a CFP® professional with 26 years of industry experience, currently with Rockwood Wealth Management, LLC since 2017. Prior to that, he worked at The Marshall Financial Group, Inc. for 17 years. Outside of his advisory role, he serves as a certified boys lacrosse official and holds board positions with the Captain Connor J. Bednarzyk, USA Memorial Fund and the Washington Crossing Council, Boy Scouts of America. Rockwood Wealth Management serves individuals, families, and related entities by providing financial planning and investment management through tailored portfolios. The firm employs a passive investment philosophy focused on globally diversified allocations and manages several billion dollars in client assets across its multi-advisor practice.

Paul Miller is a financial advisor with Stonex Advisors Inc. based in Blue Bell, PA, holding a Series 66 designation and four years of industry experience. His work history includes roles at IM Wealth Partners and several other financial firms. Outside of his advisory duties, he provides administrative support for Covenant Home Care. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm employs a variety of investment strategies through independent advisors and in-house teams, utilizing multiple platforms and third-party money managers.

Alec Goldberg is a Series 66-credentialed financial advisor with three years of industry experience. He has worked at Kingswood Wealth Advisors, Kingswood Capital Partners LLC, Cadaret, Grant & Co., Inc., and Broad Street Financial LLC. Outside of his advisory roles, Goldberg is involved as an agent and representative at Capital Insurance & Investment Planning, Inc., where he engages in sales and operations related to life and health insurance products. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform and incorporates affiliated and unaffiliated managers while maintaining a distinctive operational model integrating insurance-linked account management.

John Collins III is a CFP® with two years of industry experience, currently with Rockwood Wealth Management, LLC. His prior roles include positions at Equitable Advisors, Karr Barth Associates, and Susquehanna International Group. 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 follows a structured, passive investment approach emphasizing globally diversified allocations and uses strategies such as those from Dimensional Fund Advisors.

Alan Cohn is a CFP® with 27 years of experience, serving as co-president of Sage Financial Group Inc. since 1991. He leads multiple affiliated investment-related businesses, including private equity and real estate partnerships. Additionally, he serves on the advisory committee of an unaffiliated venture capital fund. Sage Financial Group provides investment management and financial planning to individuals, plans, trusts, and private fund investors. The firm’s approach emphasizes fundamental analysis and long-term investments, with a notable focus on affiliated private pooled real-estate funds and family office services.

Christopher Gatsch is a financial advisor with OneSeven who holds a Series 66 designation and has 13 years of industry experience. His prior work includes roles at JP Morgan Chase Bank, JP Morgan Securities, Bank of America, and Merrill. He is also the founder of Alta Vera Securities d/b/a SH Summit, Inc., focusing on sourcing and selling private investment offerings to qualified investors. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes diversified portfolios with a primarily long-term investment approach and utilizes a mix of discretionary and non-discretionary management strategies.

Mark Maggioncalda is a financial advisor at Girard Advisory Services, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Wilmington Trust, Dreyfus Service Corporation, MBSC, LLC, and Wells Fargo Clearing. Girard Advisory Services is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm emphasizes asset allocation, diversification, and tailored portfolios through a proprietary research process and an Investment Committee, offering both discretionary and non-discretionary management along with retirement plan consulting and participant-level advice.

David Locher is a financial advisor with CW Advisors, LLC in New Hope, PA. He holds Series 63 and Series 65 credentials and has 16 years of industry experience, including 15 years at Cms Wealth Management prior to joining CW Advisors in 2025. CW Advisors is a multi-team advisory firm serving a wide range of clients, including individuals, high-net-worth clients, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs a Core-and-Satellite investment approach, combining active, passive, quantitative, and ESG strategies across various investment vehicles.

Kevin Clark is a financial advisor at Capital Analysts with 12 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment Planning since 2012. Clark is also involved as a partner and co-founder of MC Capital Management, LLC, a financial services firm. 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, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Mark Kelly is a financial advisor with Rockwood Wealth Management, LLC, based in New Hope, PA. He holds 21 years of industry experience and has been with Hirtle Callaghan & Co. LLC since 2011. 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 focused on globally diversified portfolios and typically uses Dimensional Fund Advisors products.