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-registered financial advisor with six years of industry experience. He joined Rockwood Wealth Management, LLC in 2022 after working at Crossgate Wealth Advisors, Thrivent Financial, and other firms. Maxwell has a background that includes roles in investment advisory and financial services. 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 predominantly uses mutual funds, ETFs, and Dimensional Fund Advisors strategies.

Kevin Crowley is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. He has previously worked at DFPG Investments, LLC, Penn Mutual Life Insurance Company, and Hornor, Townsend & Kent, Inc. Outside of his advisory role, Crowley is involved in operating March FWD LLC, a securities business, and also writes traditional insurance through Fixed Insurance. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base including individuals, corporations, pension plans, and small business owners. The firm employs a tactical diversification investment approach using a mix of internal models and third-party solutions across multiple platforms and offers a broad range of portfolio management and consulting services.

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 licenses and three years of industry experience. His prior work includes roles at JP Morgan Chase and Santander Bank, NA. He is also a licensed notary. Santander Securities LLC serves a broad retail client base, offering investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm provides investment management mainly via the FMAX wrap-fee platform in partnership with Fidelity Institutional Wealth Adviser and Envestnet Asset Management.

Daniel Guy is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Ethos Financial Group, LLC since 2022. Prior to joining Ethos, he worked for six years at Almanack Investment Partners. Outside the financial industry, he manages an online hobby site through TCIS, LLC. Ethos Financial Group provides investment management and financial planning services to individuals, trusts, estates, municipal entities, and charitable organizations. The firm employs a model portfolio approach combining index-based exposures and offers both discretionary and non-discretionary management, supplemented by third-party research and tax-overlay options.

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.

William Walker is a financial advisor with United Capital Financial Advisors in Langhorne, PA. He holds the CFP® and ChFC® designations, as well as a Series 66 license, and has 15 years of industry experience. His prior work includes positions at Mass Mutual Investors Services and METLIFE SECURITIES Inc. He is also involved in selling fixed insurance products including life, health, disability, annuities, and long-term care. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, supported by client-facing technology and research.

Paula Hocker is a financial advisor with Capital Analysts in Jenkintown, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1992. Outside of her advisory role, she owns an antiques business. Capital Analysts serves retail and institutional clients, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisors and firm-managed programs. The firm utilizes both discretionary and non-discretionary investment approaches supported by an in-house research team and proprietary screening processes.

Curtis Johnston is a financial advisor at Girard Advisory Services, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Girard Advisory Services since 2015, also working with Girard Investment Services since 2012. Girard Advisory Services is a fee-only registered investment adviser that provides wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both individual clients, including high-net-worth households, and plan sponsors, employing a proprietary research process and various strategies, including tax-managed direct indexing and options overlays, with oversight by an Investment Committee.

John Augenblick is a CFP® with 19 years of industry experience, currently serving at Rockwood Wealth Management, LLC since 2008. He is a School Director on the New Hope Solebury School Board. Rockwood Wealth Management provides holistic financial planning and investment management to individuals, high-net-worth clients, families, trusts, endowments, and family businesses. The firm employs a structured, passive investment approach with globally diversified portfolios primarily using mutual funds and ETFs.

Kelly Hansen is a financial advisor with Legacy Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Legacy Advisors, Hansen worked at PFS Investments Inc. and has been involved in the restaurant industry, including ownership of Craneo Rose Decor. Legacy Advisors serves individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors with tailored financial planning and portfolio management services. The firm employs a mix of fundamental and technical analysis, utilizing mutual funds, ETFs, independent managers, and private funds to meet client objectives.

Jackson West is a Series 65-licensed advisor at Rockwood Wealth Management, LLC with one year of industry experience. Prior to joining Rockwood Wealth Management, he was a student for ten years. 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 emphasizing globally diversified portfolios primarily composed of mutual funds and ETFs.

Adam Etzel is a financial advisor at JFS Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at PNC Bank for three years. His background also includes roles at Elon University and Elon University School of Law. 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 employs a Financial Goal Plan process combined with Modern Portfolio Theory and offers a range of services including continuous investment management, retirement plan fiduciary services, tax preparation, and access to private investment funds.

Gregory Stein is a CFP® professional based in Lansdale, PA, with 26 years of industry experience. He has worked at Advisory Services Network since 2018 and previously spent 12 years with RSM US Wealth Management LLC. Stein is a partner in Hinkle, Stein & Associates, LLC, a role he has held since 2018. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. The firm provides a range of portfolio management, financial planning, and consulting services, utilizing various securities and third-party managers to align with clients’ objectives and risk tolerances.

Kenneth Kideckel is a financial advisor with Wealthcare Capital Management LLC, holding 14 years of industry experience. He has been with Wealthcare Capital Management since 2014 and previously worked at Sightline Investments LLC from 2010 to 2014. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser managing approximately $3.93 billion for over 5,600 clients. The firm offers comprehensive financial planning and discretionary portfolio management for individual and high-net-worth clients, as well as retirement plan advisory and investment strategist/model services to intermediaries, utilizing a long-term, evidence-based investment approach that incorporates behavioral economics and model portfolios primarily consisting of ETFs and indexed mutual funds.

Amy Armstrong is a financial advisor at Summit Financial, LLC with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Persimmon Capital Management, L.P. for over two decades before joining Summit Financial. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary authority with consultative services that emphasize advisor-led monitoring and client trade approvals.

Debra Jones is a financial advisor at CW Advisors, LLC with 18 years of industry experience. She holds the Series 66 designation and has worked at CW Advisors since 2025. Her prior experience includes roles at Chb Investment Group, LLC and Wells Fargo Advisors. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, estates, and various institutional entities, offering wealth management, retirement plan advisory, family-office services, and sub-advisory solutions through a Core-and-Satellite investment framework.

Tevin Hill is a financial advisor with Merit Financial Advisors in Newtown, PA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include multiple positions at Commonwealth Financial Network and EisnerAmper Wealth Management. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy managed by an internal investment team and offers customizable model portfolios alongside third-party investment options.