Roberta Kessler is a financial advisor with Girard Advisory Services, LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has worked at Girard Advisory Services since 2015 and at Girard Investment Services, formerly Univest Investments, since 2012. Girard Advisory Services, LLC is a fee-only registered investment adviser providing wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs a proprietary research process and an Investment Committee to tailor diversified portfolios, using a variety of investment vehicles and strategy-specific approaches, and benefits from its affiliation with Univest Bank and Trust Co., allowing it to offer a broad range of financial services.

George Harris III is a financial advisor with Sage Financial Group Inc. in West Conshohocken, PA, holding a Series 65 designation and 14 years of industry experience. He has worked at Sage Financial Group since 2012. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors, providing discretionary and non-discretionary investment management and financial planning. The firm offers family office services and is noted for its advisory role to affiliated private pooled real estate funds, employing a long-term, fundamental investment approach.

John Porrecca is a financial advisor with StoneX Advisors Inc. in Blue Bell, PA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has previously worked at Metlife Securities, Inc. for 13 years and has been with StoneX Advisors and related entities since 2017. Outside of his advisory role, he serves as secretary and board member of Aidan’s Heart Foundation, assisting with quarterly meetings and an annual 5K event. StoneX Advisors Inc. provides services to individuals, including high-net-worth clients, corporations, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, ERISA consulting, and annuity allocation through independent advisors and an in-house Private Client Group, utilizing various model-based solutions and third-party money managers.

John Steigerwald is a CFP® professional with 21 years of industry experience, currently serving as a client advisor at Legacy Advisors, LLC. He has worked at Legacy Advisors and M Holdings Securities, Inc. since 2012. Outside of his advisory roles, Steigerwald serves as treasurer for Saint Anthony Youth, a nonprofit organization. Legacy Advisors, LLC manages approximately $4.18 billion in client assets and provides portfolio management, financial planning, retirement plan consulting, and selection-of-other-advisor services. The firm serves pension and corporate retirement plans, charitable organizations, and individual investors, employing both discretionary and non-discretionary management with a combination of fund, fundamental, and technical analysis.

Michael McAdam is a financial advisor with McAdam LLC in Radnor, PA, holding a Series 66 designation and 24 years of industry experience. He has worked at McAdam LLC since 2014 and previously at Purshe Kaplan Sterling Investments. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides financial planning, investment management, and retirement-plan consulting through a multi-advisor platform, implementing portfolios with fundamental analysis and offering a range of investment strategies including alternative and specialized products.

Mark Fried is a financial advisor at Merit Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at TFG Wealth Management and as a sole proprietor. Outside of advising, he writes and publishes books and creates online educational content through his digital production company. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a long-term, diversified investment approach with customizable model portfolios and offers specialized services such as fiduciary and ESOP trustee work.

James Smith is a financial advisor at Rockwood Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Bridgewater Associates and served in the U.S. Army. Outside of advising, he is a 10% shareholder and volunteer fundraiser for Bugle Volunteer Technologies, a nonprofit organization. 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 large multi-advisor team operating from a single office platform.

Jeffrey Donohue is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with Great Valley Advisor Group since 2014 and LPL Financial since 2011. He also sells health, life, disability, and fixed annuities as a sole proprietor. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and ongoing oversight, utilizing both in-house strategies and third-party managers across various platforms.

Thomas Foglia III is a financial advisor at JFS Wealth Advisors, LLC with 26 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Prior to joining JFS Wealth Advisors in 2021, he spent 14 years at Integer Wealth Advisors Group, LLC, and 15 years with TAF Associates, LLC/IWA Group, LLC. JFS Wealth Advisors is a multi-team registered investment adviser that provides wealth management, investment advisory, and financial planning services to individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal governments. The firm uses a client-specific Financial Goal Plan supported by an internal Investment Committee and employs Modern Portfolio Theory to guide portfolio allocations.

Natalia Rybak is a CFP® with two years of industry experience, currently serving as a financial advisor at Rockwood Wealth Management, LLC. Her prior roles include positions at Highland Financial Advisors and Charles Schwab Co. She has also worked in academic settings at William Paterson University and Texas Tech 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 emphasizing globally diversified portfolios primarily using mutual funds and ETFs.

Kyle Quigley is a CFP® with four years of industry experience, currently serving as a financial advisor at Rockwood Wealth Management, LLC since 2021. His prior roles include positions at Stawnychy Financial Services and Lincoln Financial Advisors. Quigley also has teaching experience from William Paterson University. Rockwood Wealth Management serves individuals, families, and related entities with financial planning, wealth management, and investment management. The firm follows a passive, globally diversified investment approach and manages several billion dollars in client assets through tailored portfolios and ongoing monitoring.

Marc Rosenblum is a financial advisor with Silver Oak Securities, Incorporated, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience, including ten years at Lincoln Financial Securities Corp before joining Silver Oak Securities in 2018. Outside of his advisory role, he serves as president of American Cornerstone Group and works as an insurance agent selling life, health, and long-term care insurance. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers tailored portfolio management, financial planning, and solutions for held-away retirement plan assets through a network of more than 100 financial professionals.

Morris Licciardello Jr. is a financial advisor at Main Street Financial Solutions, LLC with 26 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Purshe Kaplan Sterling Investments and H. Beck, Inc. Licciardello also operates a certified tax preparation service. Main Street Financial Solutions serves a diverse range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs an academic-based, multi-asset class investment approach focused on mutual funds and low-cost ETFs, while also offering access to actively managed funds, individual securities, and alternative investment platforms.

Gregory Horn is a financial advisor at Summit Financial, LLC with 27 years of industry experience. He has held positions at Persimmon Capital Management, LP, Alphahedge Capital Partners, LLC, and Dakota Wealth, LLC. Mr. Horn is in the process of transitioning his book of business from Dakota Wealth to Persimmon Capital Management. Summit Financial, LLC is a multi-team advisory firm with over 200 advisors and nearly $26.4 billion in assets under management. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultant approaches tailored to client needs.

Clarence Krepps Jr. is a financial advisor at Geneos Wealth Management, Inc. with 43 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Geneos Wealth Management since 2004. He previously worked at Financial Strategies Advisory and currently serves on the boards of Gemma Services and the Gemma Foundation. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, using a range of analytic approaches and investment strategies tailored to client needs.

Patrick Aitcheson is a financial advisor with Santander Securities LLC, holding a Series 66 designation and 17 years of industry experience. His career includes roles at J.P. Morgan Securities and Santander Bank, NA. He is currently based in Newtown, PA. Santander Securities LLC provides investment advisory services to a diverse client base, including individuals, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and centralized client support.

Christopher Vorgity is a financial advisor with Santander Securities LLC in Philadelphia, PA, holding Series 63 and Series 65 credentials and with 10 years of industry experience. His prior roles include positions at DoorDash, Citizens Securities Inc., and Citizens Bank. Santander Securities LLC provides investment advisory services to a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and providing ongoing compliance and suitability reviews.

Vincent Panvini Jr. is a financial advisor with Legacy Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Legacy Advisors since 2003 and with M Holdings Securities, Inc. since 2006. Panvini serves on the board of The Legacy Foundation, a charitable organization involved in grant voting. Legacy Advisors, LLC manages approximately $4.18 billion in client assets, serving pension and corporate retirement plans, charitable organizations, and individual investors. The firm offers both discretionary and non-discretionary portfolio management and provides pension consulting, participant education, and modular planning services alongside ongoing oversight of third-party managers.

Edward Rorer is a financial advisor at Copeland Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Rorer Asset Management, LLC since 1999. Copeland Capital Management provides discretionary and non-discretionary portfolio management, model-delivery, and sub-advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, trusts, foundations, corporations, and institutional investors. The firm employs a conservative, dividend-growth oriented investment approach that integrates fundamental, quantitative, macroeconomic, and technical analysis across multiple market-cap strategies and asset classes.

Matthew Mcclendon is a Certified Financial Planner® (CFP®) and Chartered Financial Analyst (CFA®) with 20 years of industry experience. He has been with Ethos Financial Group, LLC since 2026 and previously worked at The Vanguard Group, Inc. for 11 years. Ethos Financial Group serves individuals—including high-net-worth clients—trusts, estates, governmental entities, and charitable organizations, offering investment management, financial planning, estate planning, and consulting services. The firm uses model portfolios and a core allocation strategy focused on diversified, risk-conscious investments and incorporates third-party research alongside AI tools for operational support.