Gregory Bender is a financial advisor with Capital Analysts, holding a Series 66 designation and 14 years of industry experience. He has worked at Capital Analysts since 2026 and has been with Lincoln Investment Planning since 2015. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management through various programs and focuses its investment decisions on an in-house research team that manages proprietary model portfolios.

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 at Capital Analysts with 27 years of industry experience. He has held his current role since 2008 and holds Series 63 and Series 65 licenses. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and emphasizes a fiduciary role, supported by an in-house investment management and research team.

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® professional with 14 years of industry experience. She has worked at Capital Analysts since 2018 and has been associated with Lincoln Investment Planning since 2011. She briefly worked as a captive agent for Genworth Financial in long-term care insurance sales. Capital Analysts serves a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and various institutional clients. The firm offers discretionary and non-discretionary portfolio management through multiple programs supported by an in-house Investment Management & Research team using proprietary screening tools.

James Fives is a financial advisor at Zacks Investment Management, Inc. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at LBMZ Securities, Inc., Orion Portfolio Solutions, and Brinker Capital, as well as a four-year tenure at Loyola University Maryland. Zacks Investment Management provides discretionary portfolio management to a broad client base, including individuals, trusts, retirement plans, and institutional investors. The firm uses proprietary quantitative and qualitative models centered on earnings-estimate revisions across a wide range of strategies and serves both as a direct manager and a provider of indices, model portfolios, and alternative private funds.

John Santini is a senior advisor at Ethos Financial Group, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Innovation Partners LLC, Bank of America, Merrill, and Mass Mutual Investors Services. In addition to his advisory role, he is involved in insurance brokerage focusing on individual life, property casualty, and group health insurance. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering investment management and financial planning services. The firm uses model portfolios with diversified, risk-conscious allocations and incorporates third-party research, with some advisors also licensed to implement commission-based products.

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 Bukowski is a CFP® with 20 years of industry experience, currently advising at Main Street Financial Solutions, LLC since 2016. He holds a Series 66 license and is based in Newtown, PA. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach that emphasizes low-cost passive ETFs while also incorporating actively managed funds and alternative investments.

Brian Levy is a CFP® with 10 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors since 2015. He holds a Series 63 license and is also a licensed insurance agent for life, health, and annuity products. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs a discretionary asset allocation approach using proprietary models and third-party managers, offering portfolio customization and technology-driven client reporting.

Joseph Cafiso is a ChFC® credentialed financial advisor with 37 years of industry experience. He has been with The O.N. Equity Sales Company since 2003. Outside of his advisory role, he is involved as a co-captain of Jewel Charters LLC, offering inshore and offshore fishing trips. He works with ON Investment Management Company, a registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm utilizes a mix of discretionary and non-discretionary management and operates under a dual-registered broker-dealer model.

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.

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.

Thomas Griffiths is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked with LPL Financial and Associated Securities Corp. since 2008 and 2009, respectively. Outside of his advisory role, he is involved with T & Z Financial, LLC for tax purposes. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

James Gonnason is a financial advisor with Ethos Financial Group, LLC, holding the ChFC® designation and Series 63 license. He has 12 years of industry experience, including roles at Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, Inc. Outside of advisory work, he is involved in life insurance brokerage through his agency, 1847 Financial. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, providing investment management, financial planning, estate planning, and insurance consulting. The firm employs a model portfolio approach with diversified, risk-conscious allocations and supplements its process with third-party research and optional tax overlay management.

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.