Viviana Salgado is a financial advisor at Rockwood Wealth Management, LLC with a Series 65 credential and one year of industry experience. Her prior roles include employment at RetireUS and USA Tax Services, as well as studies at La Salle University. 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 globally diversified allocations primarily using mutual funds and ETFs, including strategies from Dimensional Fund Advisors.

Ian Meierdiercks is a financial advisor with StoneX Advisors Inc. and holds Series 63 and Series 65 designations. He has 27 years of industry experience, including over 10 years at StoneX Advisors and 1 year at IM Wealth Partners Investment Advisors LLC. Outside of advisory work, he is involved as a member of a scholarship program LLC supporting children's education. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house private client group. The firm uses a variety of model-based and third-party manager solutions and is part of the broader StoneX Group, which offers integrated clearing, custody, and lending capabilities.

Theodore Piotrowicz is a CFA® charterholder and holds a Series 66 license, with 13 years of industry experience. He has been with Legacy Advisors, LLC since 2012. Outside of his advisory role, he serves on the boards of several charitable foundations, including the Cabot-Kjellerup Foundation and the Abele Family Foundation, where he contributes to governance and funding decisions. Legacy Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm provides modular financial planning, discretionary and non-discretionary portfolio management, retirement plan consulting, and third-party manager oversight, tailoring advice and portfolios to each client’s objectives and risk tolerance.

Sean Duffy is a financial advisor at Copeland Capital Management, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Vigilant Distributors, LLC. Sean was a full-time student for ten years prior to entering the industry. Copeland Capital Management provides discretionary and non-discretionary portfolio management, model-delivery, and sub-advisory services to a diverse client base including individuals, institutions, and pension plans. The firm employs a conservative, dividend-growth oriented investment approach using fundamental, quantitative, macroeconomic, and technical analysis across various market-cap strategies.

Barbara Glover is a CFP® professional with 10 years of experience at JFS Wealth Advisors, LLC, where she has worked since 2015. She is based in Doylestown, PA. JFS Wealth Advisors is a multi-team registered investment adviser that serves individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm provides wealth management, financial planning, and investment advisory services using a Financial Goal Plan and a committee-driven approach based on Modern Portfolio Theory.

Ray Massey is a CFP® certificant and holds Series 63 and Series 66 licenses, with 10 years of experience in the financial services industry. He has worked at Merit Financial Advisors and PKS Investments since 2026, and previously held roles at GlennCo, LLC., Commonwealth Financial Network, and The Vanguard Group, Inc. Massey has experience in both investment advising and financial planning. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach managed by internal teams with customization options for advisors.

Timothy Dorazio is a financial advisor at Independence Square Holdings, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including LPL Financial, KeyBank, and PNC Bank. Outside of his advisory work, Dorazio serves as a referee for the USA Hockey League. Independence Square Holdings, LLC provides investment advisory, financial planning, pension consulting, and portfolio management services to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm employs a variety of investment strategies combining fundamental, quantitative, technical, and modern portfolio theory approaches, and offers digital platform access alongside model and customized portfolios.

James Judge IV is a CFA® charterholder with 13 years of industry experience. He has worked at Ethos Financial Group, LLC since 2022 and previously held roles at Almanack Investment Partners and Gadsden. He serves as a volunteer member of an investment committee in Villanova, PA, participating in advisor hiring and investment oversight. 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 with diversified, risk-conscious allocations and incorporates third-party research and tax-overlay management in its process.

Robert Stephenson is a CFP® and Series 65 licensed advisor with 10 years of industry experience. He has been with Rockwood Wealth Management, LLC since 2015. 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 using globally diversified portfolios primarily composed of mutual funds and ETFs, emphasizing client relationships through annual reviews and tailored planning services.

Megan Lottier is a financial advisor at Rockwood Wealth Management, LLC with nine years of industry experience. She has been with Rockwood since 2015. Outside of her advisory role, Megan serves as Vice President and Treasurer for the New Hope Solebury Education Fund. 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 using globally diversified portfolios primarily composed of mutual funds and ETFs.

Robert Bagonis Jr. is a financial advisor with Ethos Financial Group, LLC, holding a Series 65 license and five years of industry experience. He has been affiliated with Tritium Private Wealth since 2014, where he is a principal involved in estate, business succession, and insurance planning. Outside of financial advising, he is a CFO and owner of Trestle Beer Company LLC, also known as Wrong Crowd Beer Company. Ethos Financial Group serves individuals, trusts, estates, state and municipal entities, and charitable organizations, providing investment management, financial planning, estate planning, and related consulting. The firm uses a model portfolio approach with diversified, risk-conscious strategies implemented through various investment vehicles and supplements its process with third-party research and optional tax-overlay management.

David Hill Jr. is a CFP® and CFA® with 14 years of industry experience. He is currently an advisor at Kathmere Capital Management, LLC and has previously worked at firms including LNW Wealth Management and Miller Investment Management. Kathmere Capital Management provides investment management, financial planning, family office services, and retirement plan consulting to individuals and institutional sponsors. The firm employs a top-down, model-portfolio approach primarily using ETFs and no-load mutual funds, while also managing private fund investments such as the Kathmere Private Markets Fund 2024 LP.

Louis Depaul is a financial advisor at BLBB Advisors with 45 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial and Boenning & Scattergood. BLBB Advisors provides investment management and financial planning services to individuals, trusts, corporations, business owners, pension plans, and non-profits, managing approximately $3.25 billion in client assets. The firm emphasizes asset allocation and offers a range of risk-based investment objectives, utilizing models, individual securities, ETFs, select alternatives, and third-party managers as appropriate.

William Fox is a Series 65-licensed financial advisor with McAdam LLC, based in Radnor, PA, bringing seven years of industry experience. Prior to joining McAdam, he worked at Penn Dot and Indiana University Pennsylvania. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client portfolios using fundamental analysis and offers diversified investment options, including less liquid assets and digital exposures, while also providing subscription-based planning products and estate-document services.

Michael Geraghty is a CFP® and CFA® with 11 years of industry experience. He is currently with BLBB Advisors and has previously worked at Janney Montgomery Scott and Boenning & Scattergood. 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 across nine risk-based investment objectives, utilizing models, individual securities, ETFs, select alternatives, and third-party managers as appropriate.

Benjamin Kogan is a CFP® professional at Sage Financial Group Inc. with four years of industry experience. His prior roles include work at the U.S. Small Business Administration and Greenberg Traurig LLP, as well as running his own law office. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors with investment management and financial planning, including family office services. The firm employs a fundamental, long-term investment approach and is known for advising affiliated private pooled real-estate funds and offering estate-planning in partnership with a law firm.

Mark Gombita is a CFP® professional with 12 years of experience in the financial services industry. He currently works at Main Street Financial Solutions, LLC and previously held positions at Merrill, Bank of America, N.A., and The Vanguard Group, Inc. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, and corporations, offering financial planning, wealth management, and retirement plan consulting. The firm employs an academic-based, multi-asset investment approach with a focus on mutual funds and low-cost ETFs, while also incorporating actively managed funds, individual securities, and alternative investments.

John Sciarrone is a CFP® and holds a Series 65 license with four years of industry experience. He has been with JFS Wealth Advisors, LLC since 2020 and previously worked in management roles outside the financial industry. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal governments. The firm provides comprehensive wealth management through a structured Financial Goal Plan, utilizes Modern Portfolio Theory in its investment decisions, and offers various services including investment management, fiduciary retirement plan services, tax preparation, and bookkeeping.

Matthew Dewitt is a financial advisor with Advisory Services Network, holding a Series 65 credential and six years of industry experience. His professional background includes roles at McAdam, DeGroff Financial, Avalon Merchants, and West Virginia University. In addition to his advisory work, he is an independent insurance agent specializing in life, accident, and health insurance. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, investment consulting, and retirement plan consulting, with strategies tailored to clients’ objectives and risk tolerances.

Jessica Long is a financial advisor at BLBB Advisors with 17 years of industry experience. She holds a Series 66 designation and previously worked for over a decade at Cornerstone Institutional Investors, LLC and its affiliated entities. BLBB Advisors serves individuals, trusts, corporations, business owners, pension plans, and nonprofits, managing approximately $3.25 billion of client assets. The firm offers tailored investment management and financial planning services with an emphasis on asset allocation and risk-based investment objectives, utilizing a range of investment vehicles and strategies including a firm-supervised Global Macro ETF strategy and an equity covered-call overlay.