Lisa Broome is a CFP® with 18 years of industry experience and is currently with BLBB Advisors in Montgomeryville, PA. She has been involved with GoalQuesTe, LLC since 2014. BLBB Advisors serves individuals, trusts, corporations, business owners, pension plans, and non-profit organizations, managing approximately $3.25 billion in client assets. The firm emphasizes asset allocation with risk-based investment objectives and offers various strategies, including a Global Macro ETF approach and an equity covered-call overlay for income generation.

Charles Mcnamara III is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior career includes sixteen years at The Prudential Insurance Company of America and associated entities. Mcnamara also operates Employee Benefit Partner, LLC, which offers non-variable insurance services. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.

Benjamin Fair is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2008. 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, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Kenneth Mcandress is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining B. Riley in 2022, he worked for Stifel Nicolaus & Co Inc from 2010 to 2022. He is also a licensed insurance agent involved with B. Riley Wealth Insurance. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through 274 advisors, providing a wide range of services including advisory programs, financial planning, and retirement solutions. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans using multiple program structures and both proprietary and third-party asset allocation models.

John Lawton is a financial advisor at BLBB Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BLBB Advisors since 2006, following a prior role at Burke, Lawton, Brewer & Burke. His outside activities include serving as Chair of the Endowment Committee at the Presbyterian Church of Chestnut Hill and holding multiple trustee and finance roles at Williamson College of Trades and Camp Tecumseh. BLBB Advisors provides investment management and financial planning services 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 through multiple risk-based investment objectives and employs a range of strategies including individualized portfolios, Global Macro ETF strategies, and an equity covered-call overlay option.

Cynthia Miller is a CFP® with 14 years of experience in financial advising. She is currently with Capital Analysts and has also worked with Lincoln Investment Planning since 2011. Early in her career, she was briefly a captive agent for Genworth Financial, involved in long-term care insurance sales. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and its in-house Investment Management & Research team, which employs a proprietary mutual-fund screening process.

Catherine Morgan is a financial advisor at Rockwood Wealth Management, LLC with six years of industry experience. She holds the Series 65 designation and has worked at Rockwood Wealth Management since 2020. Prior to that, she was employed at Firmenich from 2016 to 2020. Morgan volunteers with Savvy Ladies, a free financial helpline for women. Rockwood Wealth Management serves individuals, families, and related entities by providing financial planning, wealth management, and investment management through customized portfolios. The firm follows a passive investment philosophy with globally diversified allocations and manages several billion dollars in client assets.

Benjamin Herman is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Rockwood Wealth Management, LLC. He has two years of industry experience, all with Rockwood, where he began his professional career after completing his studies. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses with comprehensive financial planning and investment management. The firm employs a structured, passive investment approach with globally diversified portfolios, primarily using mutual funds and ETFs, and maintains a large multi-advisor team operating from a single office.

Michael Halvorsen is a CFP® professional with 10 years of industry experience, currently serving at Summit Financial, LLC since 2020. Prior to that, he spent 22 years with Asset Planning Services, Ltd. He owns MRK Wealth Advisors, LLC, through which he offers tax preparation services by a licensed CPA, a service requested by some clients. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers investment advisory, portfolio management, financial planning, and retirement plan advisory services through a combination of discretionary and consultative programs.

Christopher Coolidge is a CFA® charterholder with five years of industry experience. He has worked at Brookwood Investment Group since 2023 and previously held roles at Clearview Portfolio Consulting, Ambassador Advisors, Bluestone Capital Management, Oceansquare Asset Management, BPU Investment Management, and Solenture Advisors. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a combination of passive, active, tactical, and blended strategies, and offers both discretionary and non-discretionary management while maintaining multiple affiliated businesses and platform relationships.

John Little is a Series 65-licensed advisor at Rockwood Wealth Management, LLC with one year of industry experience. He has been with Rockwood Wealth Management since 2025. Rockwood Wealth Management serves individuals, families, and related entities by providing 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 ongoing portfolio monitoring.

Jeffrey Llewellyn is a CFP®, CFA®, and Series 66 holder with 13 years of industry experience. He has worked at Rockwood Wealth Management since 2022, with prior roles at Fidelity Investments and The Vanguard Group. He serves as the President and Chair of the Board for a local nonprofit organization on a volunteer basis. Rockwood Wealth Management serves individuals, families, and related entities, offering financial planning, wealth management, and investment management through tailored portfolios. The firm employs a passive investment approach focused on globally diversified allocations and utilizes strategies including those from Dimensional Fund Advisors.

Peter Conte is a financial advisor with Girard Advisory Services, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at Univest Bank and Trust Co. since 1989, serving as a Trust Investment Officer. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, and business entities. The firm emphasizes asset allocation, diversification, and tailored portfolios through a proprietary research process, and is a wholly owned subsidiary of Univest Bank and Trust Co., offering integrated banking, trust, brokerage, and insurance services.

Donald Antonacio is a financial advisor at BCG Securities, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BCG Securities since 2003. BCG Securities serves institutional retirement plans and individual clients, providing portfolio management, financial planning, pension consulting, and wealth management services. The firm focuses on developing or reviewing written investment policy statements and often implements advice on a non-discretionary basis, using third-party managers and various analytical approaches across multiple strategies.

Maxwell Dalavai is a CFP® and Series 66 licensed advisor at Rockwood Wealth Management, LLC with five years of industry experience. He has worked at Rockwood since 2022 and held prior roles at Crossgate Wealth Advisors and Thrivent Financial. Outside of advising, his background includes a range of professional experiences dating back to 2015. Rockwood Wealth Management serves individuals, families, and related entities by providing financial planning and investment management through tailored portfolios and ongoing monitoring. The firm employs a passive, globally diversified investment approach, focusing on mutual funds, ETFs, and Dimensional Fund Advisors strategies.

Charles Porter Jr. is a financial advisor with Summit Financial, LLC, holding a Series 66 designation and 21 years of industry experience. His prior work includes roles at Canon Capital Investment Advisory, PNC Wealth Management, and TD Wealth Management Services. Outside of investment advisory, he is involved in exit planning for business owners through Kaboo Consulting, LLC. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment management, financial planning, and retirement advisory services, blending discretionary and consultative approaches tailored to client needs.

Thomas Riley is a financial advisor at Legacy Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Legacy Advisors since 2013. Riley also retains a life insurance agent role related to renewal commissions from prior self-employment. Legacy Advisors, LLC manages approximately $4.18 billion in client assets and serves pension and corporate retirement plans, charitable organizations, and both high-net-worth and non-high-net-worth individual investors. The firm provides portfolio management, financial planning, and retirement plan consulting, combining fund, fundamental, and technical analysis with ongoing manager monitoring and offers both discretionary and non-discretionary management services.

Muhammad Sheikh is a financial advisor with Santander Securities LLC in Conshohocken, PA, holding Series 63 and Series 66 designations and three years of industry experience. His background includes roles at Santander Bank, JP Morgan Chase, Lasership, and Bleu Cafe. Outside of advisory work, he is a licensed notary. Santander Securities LLC serves a broad retail client base, offering investment advisory services, portfolio management through wrap-fee programs, and financial planning. The firm employs third-party discretionary managers and provides clients access to securities-based lending and insurance products.

Keegan Billie is a financial advisor at Girard Advisory Services, LLC with one year of industry experience. He holds the Series 66 designation and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Equitable Advisors. Outside of financial services, his background includes roles in video production and event management. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm focuses on asset allocation and diversification through a proprietary research process and invests in a mix of domestic and international equities, fixed income, mutual funds, ETFs, and model allocations, while leveraging affiliated relationships to offer a broad range of financial services.

Daniel Baxter is a financial advisor at Ritholtz Wealth Management with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Ritholtz Wealth Management, he worked at The Vanguard Group and has a background including roles outside the financial sector. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm emphasizes a goal-based investment approach using diversified, low-cost ETFs and incorporates behavioral finance principles alongside digital platforms for portfolio implementation and management.