Mark Baran is a financial advisor at McDermott Investment Advisors, LLC with 37 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Woodbury Financial Services and Silber Bennett Financial. In addition to his advisory role, he serves as President of NL1031, a business focused on 1031 exchanges and Opportunity Zone funds. McDermott Investment Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately 700 accounts with about $211 million in assets, utilizing both firm-developed and third-party model portfolios across a range of investment instruments.

Thomas Blachek is an investment advisor at Valor Investments and Planning LLC with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Albemarle Capital Management and Purshe Kaplan Sterling Investments. Blachek is also the Chief Investment Officer at Valor Capital Management LLC, where he focuses on building investment models and strategy execution. Valor Investments and Planning LLC provides discretionary portfolio management, financial planning, retirement plan consulting, and business planning to individuals, pension and profit-sharing plans, trusts, and corporations. The firm constructs portfolios using third-party managers, mutual funds, ETFs, and individual securities, with ongoing reviews and rebalancing aligned with client objectives and risk tolerance.

Johnathon Rosica is a Series 65–licensed financial advisor with Alliance Wealth Management Group, LLC, where he has worked since 2019. He has seven years of industry experience, including prior roles at McAdam Financial and Neato/Aneheuser Busch. Outside of finance, he has long-term involvement with Five Ponds Golf Course. Alliance Wealth Management Group serves individual and high-net-worth clients, trusts, pension plans, and businesses by providing discretionary wealth management, investment consulting, and standalone financial planning. The firm employs a fundamental analysis and asset-allocation approach based on Modern Portfolio Theory, tailoring portfolios to clients’ risk profiles and conducting regular reviews.

Thomas Rutherford is a financial advisor with Valor Investments and Planning LLC, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has worked at Albemarle since 2004 and joined Valor Investments and Planning in 2024. Valor Investments and Planning LLC provides discretionary portfolio management, financial planning, retirement plan consulting, and business planning to individuals, pension and profit-sharing plans, trusts, and corporations. The firm manages approximately $80.7 million in discretionary assets and constructs portfolios using third-party managers, mutual funds, ETFs, and individual securities, with ongoing reviews aligned to client objectives and risk tolerance.

Joseph Digangi is a CFP® with 19 years of experience currently serving as a financial advisor at Amicus Financial Advisors, LLC. His prior roles include work with ELANA Advisory Services, LLC and several affiliated ELANA companies, where he has also been involved in settlement planning and franchising activities. Outside of his advisory work, he is a 90% owner of NextPhase Community, LLC, an online educational platform for injured plaintiffs and their families. Amicus Financial Advisors, LLC provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a multi-cap, multi-style investment approach blending active and passive strategies, managing approximately $511 million on a discretionary basis.

Anna Stratton is a Certified Financial Planner® (CFP®) with nine years of industry experience. She is currently with Three Sixty Wealth Management, LLC, where she has worked since 2026. Prior to that, she was with Empower Financial Services, Inc. and has been involved with Cultural Care Au Pair since 2013. Three Sixty Wealth Management is a small team RIA managing approximately $190 million for individuals, trusts, estates, businesses, and retirement plans. The firm offers comprehensive wealth management services with a client-customized, long-term investment approach that includes discretionary management and periodic reviews.

Christopher Brindle is a financial advisor at Valor Investments and Planning LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Northwestern Mutual and Lumen Technologies, where he serves as an account manager in IT sales. Valor Investments and Planning LLC provides discretionary portfolio management, financial planning, retirement plan consulting, and business planning to individuals, pension and profit-sharing plans, trusts, and corporations. The firm manages approximately $80.7 million in discretionary assets and constructs portfolios using third-party managers, mutual funds, ETFs, and individual securities, with regular reviews and rebalancing aligned with client objectives.

Michael Snyder is a financial advisor with Valor Investments and Planning LLC, holding a Series 66 designation and bringing 25 years of industry experience. His work history includes roles at Kestra Advisory and Purshe Kaplan Sterling Investments. In addition to his advisory work, he is involved in insurance sales through affiliated entities. Valor Investments and Planning LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plan sponsors, trusts, estates, and corporations. The firm offers discretionary portfolio management, financial and business planning, and retirement plan consulting, utilizing a mix of active and passive investment strategies implemented through third-party managers and platforms.

Nathaniel Hodgson is a financial advisor at Prestige Wealth Management Group, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Osaic Wealth, Inc., Triad Advisors, and Applegate. In addition to his advisory role, Hodgson serves as a notary and works in operations and compliance for Prestige Wealth Management Group. Prestige Wealth Management Group serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management and financial planning. The firm employs a range of investment strategies across multiple asset classes and has affiliations with an accounting firm and an SEC-registered adviser sponsoring Unified Managed Accounts.

Eric Lathrop is a financial advisor with Aurora Private Wealth, Inc., holding a Series 66 credential and 16 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Insight Private Advisors. Outside of his advisory role, Lathrop is a Senior Wealth Advisor involved in fixed insurance and fixed annuities. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, consulting, and investment management through a team of 18 advisors managing approximately $374 million in assets, utilizing both individual and model portfolios as well as third-party platforms.

Jason Zalarick is a financial advisor at Synergy Asset Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Equity Advisor Solutions from 2012 to 2020 before joining Synergy Financial Management in 2020. Synergy Asset Management provides wealth management and financial planning services to individual and high-net-worth investors, business owners, trusts, retirement plans, and other financial advisors. The firm employs a combination of tactical asset allocation and fundamental and technical analysis across proprietary strategies, managing both separately managed accounts and pooled investment vehicles.

Nalby Nouh is a financial advisor at Prestige Wealth Management Group, LLC with one year of industry experience. He previously worked at Beacon Trust for four years and attended Seton Hall University. Prestige Wealth Management Group serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing discretionary investment management and standalone financial planning. The firm offers a variety of strategies and investment vehicles, and is affiliated with other financial and accounting service providers.

Alexander Gunbymerriman is a financial advisor at Valor Investments and Planning LLC with a Series 65 designation and two years of industry experience. Prior to joining Valor in 2023, he worked at New York Life Insurance Company for one year. Valor Investments and Planning LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plan sponsors, trusts, estates, and corporations. The firm provides discretionary portfolio management, financial and business planning, and retirement plan consulting, typically implementing client portfolios through third-party managers and model solutions using both active and passive strategies.

Caeden Goering is a financial advisor with Diamond Client Group, LLC, holding a Series 66 designation and two years of industry experience. He previously worked at MML Investors Services, LLC and MassMutual Life Insurance Company. Outside his advisory role, Goering is also engaged in health insurance sales as an insurance broker. Diamond Client Group serves individual and high-net-worth clients as well as business entities, offering discretionary portfolio management, sub-advisor selection, alternative investment sourcing, and financial planning. The firm uses a blend of fundamental analysis, modern portfolio theory, and technical analysis, and supports client participation in private placements and alternative investments.

Samuel Feldbaum is a CFP® with 14 years of industry experience and has been with Rockwood Wealth Management, LLC since 2016. He serves as a member of the Finance Committee for the Bucks County Opportunity Council, a nonprofit organization that provides services such as financial literacy, free tax preparation, and food assistance. Rockwood Wealth Management serves individuals, families, and related entities with financial planning, wealth management, and investment management through tailored portfolios. The firm employs a structured, passive investment approach focused on globally diversified allocations and manages several billion dollars in client assets.

Carlie Shorr is a financial advisor at Rockwood Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Foundations Financial Partners and held roles in educational institutions including Temple University and Saint Joseph's University. 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 focusing on globally diversified portfolios primarily using mutual funds and ETFs.

John Helvie is a financial advisor at Rockwood Wealth Management, LLC, holding a Series 65 designation with three years of industry experience. Prior to joining Rockwood Wealth Management in 2022, he worked in physical therapy roles at Fox Rehabilitation and Excel Physical Therapy. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses by providing comprehensive financial planning and investment management. The firm employs a structured, passive investment approach focused on globally diversified portfolios, primarily utilizing mutual funds and ETFs.

Travis Roe Raymond is a CFP®, CFA®, and Series 66-registered advisor with 14 years of industry experience. He has worked at Rockwood Wealth Management since 2019 and previously held roles at TIAA and BlackRock Investment Management. 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 passive, globally diversified investment approach and is notable for its multi-advisor team, single office platform, and policies such as refusing commission compensation.

Keith Hawk is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with Royal Fund Management since 2013 and also operates Hawk Financial Group, an insurance agency he owns and manages. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs fundamental, technical, and cyclical analyses to implement varied investment strategies and offers specialized services such as options-writing overlays and access to select non-traded REITs.

Mark Arcidiacono is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Rockwood Wealth Management, LLC. His prior experience includes roles at Charles Schwab & Co., Inc. and A.P. Lubrano Co - AXA Advisors. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses with holistic financial planning and ongoing investment management. The firm employs a structured, passive investment approach focused on globally diversified portfolios, primarily using mutual funds and ETFs, and manages multi-billion assets under management with a large multi-advisor team.