Joseph Fabrizio Jr. is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Legacy Advisors, LLC. His prior experience includes roles at myCIO Wealth Partners and M Holdings Securities, Inc. 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, offering portfolio management, financial planning, and retirement plan consulting with a combination of fund, fundamental, and technical analysis.

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 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.

Joshua Barnes is a financial advisor at Legacy Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Legacy Advisors, he worked at SEI Investments for two years and has an educational background including four years at Boston College and Ocean City High School. Legacy Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm offers modular financial planning and portfolio management, tailoring advice to client objectives using a combination of fundamental and technical analysis across various investment vehicles.

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 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 at Kingswood Wealth Advisors, LLC with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cadaret, Grant & Co., Inc. and Capital Insurance & Investment Planning. Outside of his advisory role, he serves on fundraising committees for the Mercer Museum and the Pearl S. Buck Foundation, teaches as an adjunct professor at the Community College of Philadelphia, and participates in local community events such as organizing fishing derbies and acting as Santa Claus for holiday activities. Kingswood Wealth Advisors provides investment advisory and consulting services to individuals, corporations, pension plans, and institutional investors, utilizing an open-architecture approach tailored to client objectives and risk tolerance. The firm offers portfolio management, financial planning, third-party manager selection, and fiduciary plan advisory services through a network of financial advisors.

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.

Robert Savino is a financial advisor at Apollon Wealth Management, LLC with 39 years of industry experience. He holds the ChFC®, Series 63, and Series 66 credentials. His work history includes roles at Apollon Wealth Management since 2021, Purshe Kaplan Sterling Investments since 2021, Prism Advisory Group, LLC since 2009, and prior experience with Frontier Solutions, LLC and Thomas McDonald Partners LLC. He is a managing member of Prism Advisory Group, LLC, providing investment advice and financial planning. Apollon Wealth Management, LLC is a multi-team SEC-registered adviser serving individuals, high-net-worth clients, families, businesses, trusts, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, employing a combination of centrally managed strategies and locally managed portfolios tailored through various investment vehicles and specialized solutions.

Jared Uribe Sullivan is a CFP® with 11 years of industry experience, currently serving as an advisor at Legacy Advisors, LLC since 2018. Prior to that, he worked at Greenspring Associates and Threshold Group LLC. Legacy Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm offers modular financial planning and portfolio management tailored to client objectives and risk tolerance, utilizing a combination of mutual funds, ETFs, independent managers, and private funds.

Daniel Shaifer is a CFP® affiliated with BLBB Advisors and has three years of combined experience in real estate and financial advisory roles. His prior work includes positions at ReMax Realty and Keller Williams Philadelphia. BLBB Advisors provides investment management and financial planning services to individuals, trusts, corporations, business owners, pension plans, and nonprofit organizations, managing approximately $3.25 billion in client assets. The firm emphasizes asset allocation across nine risk-based investment objectives and offers strategies including a Global Macro ETF approach and an equity covered-call overlay.

Rodney Macintyre is a CFP® with 44 years of experience in the financial industry. He has been with StoneX Advisors Inc. since 2015 and StoneX Securities Inc. since 2014. In addition to his advisory role, he is the owner of a life insurance sales business and serves as an agent for fixed annuities with long-term care features. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm offers a range of investment solutions through independent advisors, a private client group, and third-party managers, supported by integrated platforms and comprehensive operational capabilities.

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.

Robin Fine is a financial advisor at Hornor, Townsend & Kent, LLC with 39 years of industry experience. He holds the ChFC® designation and has been with Hornor, Townsend & Kent since 1989. In addition to his advisory role, Fine serves on the Board of Trustees and the Investment Committee of Reform Congregation Keneseth Israel. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms and emphasizing client-directed implementation and oversight.

Marne De Santis is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. Prior to joining Lincoln Investment in 2019, she worked at Rice Financial Products Company, CV Brokerage, Valdes & Moreno, Bluestone Capital Management, and Dautrich Seiler Financial Services. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of managed portfolio programs, employing both strategic and tactical investment approaches overseen by an investment management and research team.

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.

Scott Merkel is a financial advisor at Lincoln Investment in Horsham, PA, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2004. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment programs utilizing both strategic and dynamic approaches, managing approximately $22.9 billion in advisory assets.

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.