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® professional with three years of industry experience, currently serving as a financial advisor at Rockwood Wealth Management, LLC. His prior experience includes roles at Equitable Advisors, LLC, Karr Barth Associates, and Susquehanna International Group. Rockwood Wealth Management serves individuals, families, and related entities by providing financial planning, wealth management, and investment management through tailored portfolios and one-on-one consultations. The firm follows a passive investment approach with diversified allocations and employs a fee-only, multi-advisor practice model.

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.

Mark Maggioncalda is a financial advisor with Girard Advisory Services, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Girard Advisory Services in 2026, he worked at Wilmington Trust for four years and Dreyfus Service Corporation for fourteen years. Girard Advisory Services, LLC is a fee-only registered investment adviser offering wealth management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a proprietary research process and an Investment Committee to tailor diversified portfolios using a range of domestic and international assets, and is a wholly owned subsidiary of Univest Bank and Trust Co., enabling it to provide an integrated suite of financial services.

David Locher is a financial advisor at CW Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for 15 years at Cms Wealth Management before joining CW Advisors in 2025. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves individuals, families, trusts, estates, charitable organizations, pension plans, corporations, and other investment advisers, offering wealth management, financial planning, retirement plan advisory, family-office services, portfolio management, and sub-advisory solutions.

Brian Fenlin is a financial advisor at Kathmere Capital Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer & Co for 11 years before joining Kathmere in 2024. Kathmere Capital Management provides investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional sponsors. The firm employs a top-down, model-portfolio approach primarily using ETFs and no-load mutual funds, and also manages pooled investment vehicles such as the Kathmere Private Markets Fund 2024 LP.

Kevin Clark is a financial advisor at Capital Analysts with 12 years of industry experience. He holds the Series 66 designation and has worked at Lincoln Investment Planning since 2012. Clark is also involved in a financial services venture as a partner and co-founder of MC Capital Management, LLC. 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 through both discretionary and non-discretionary approaches, utilizing proprietary mutual fund screening tools and maintaining institutional relationships to support a range of investment products and retirement-plan advice.

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.

Duong Nguyen is a CFA® charterholder at Index Fund Advisors, Inc. with two years of industry experience. Prior to joining Index Fund Advisors in 2026, he worked at Mercer Investments, The Vanguard Group, and CenterSquare Investment Management. Index Fund Advisors, Inc. provides discretionary investment management and financial planning to a range of clients including individuals, high-net-worth clients, retirement plans, and charitable organizations. The firm uses globally diversified, passively managed portfolios based on modern portfolio theory and multi-factor concepts, and distinguishes itself by integrating in-house tax services alongside advisory offerings.

Jesse Levy is a financial advisor at Independence Square Holdings, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at several firms, including UBS Financial Services and Merrill. Outside of his advisory role, he has been involved as a ride-sharing driver since 2022. Independence Square Holdings serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, and pension consulting. The firm operates as a multi-team adviser offering customized portfolios, third-party solutions, and digital platform services to support a broad range of investment strategies.

Samuel Newsham is a financial advisor with Capital Analysts and holds Series 63 and Series 65 licenses. He has 13 years of industry experience, including roles at Capital Analysts since 2023 and Lincoln Investment since 2013. Outside of his advisory work, he is active as a bass player in a performance ensemble, serves as Vice President of the Golden Slipper Club & Charities, coaches middle school wrestling, and is Chairman of the Trustees for the Williamson-Corinthian Lodge of Freemasons #368. Capital Analysts serves retail and institutional clients, including high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers 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.

Andrew Ferraro is a financial advisor at PKS Advisory Services, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Equitable Advisors, and MCG Securities. PKS Advisory Services provides financial planning, consulting, and investment management to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets and offers tailored portfolios using mutual funds, ETFs, independent managers, and individual securities.

Cassandra Alleyne is a financial advisor at Santander Securities LLC with 19 years of industry experience. She holds the Series 66 designation and has worked within the Santander organization since 2016, including roles at Santander Bank, NA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to securities-based lending and insurance products.

Brianna March is a financial advisor at BLBB Advisors with 12 years of industry experience. She holds a Series 65 designation and has worked at BLB&B Advisors, LLC since 2019 and previously at Gwynedd Company from 2005 to 2018. 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 with multiple risk-based investment objectives and offers specialized strategies including a Global Macro ETF approach and an equity covered-call overlay.

Douglas Sweeney is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes roles at Private Advisor Group, LLC, LPL Financial, Wells Fargo Clearing, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. Independence Square Holdings serves individuals, retirement plans, and institutional clients, offering financial planning, portfolio management, pension consulting, and ERISA advisory services. The firm employs a multi-team approach with about 40 advisors, utilizing customized and model portfolios, third-party solutions, and digital platform services to implement client strategies.

Mark McMahon is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 licenses and 30 years of industry experience. His prior roles include positions at LPL Financial, Private Advisor Group, Raymond James & Associates, and Wells Fargo Clearing. Independence Square Holdings serves individual, retirement plan, and institutional clients through financial planning, portfolio management, and pension consulting. The firm employs a multi-team approach with about 40 advisors, offering discretionary and non-discretionary management, model portfolios, and access to third-party managers, integrating digital platforms and alternative investment options.