Larry Sfinas is a financial advisor with Secure Asset Management, L.L.C. and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 55 years of industry experience and has previously worked at firms including MML Investors Services LLC, Mass Mutual Life Insurance Company, and Securities America, Inc. Outside of his advisory role, he is CEO and salesman of Guardian Academy & Indoor Range, Inc., a gun range and training facility. Secure Asset Management, LLC primarily serves individual clients with personalized financial planning and discretionary investment management, in addition to providing pension consulting for retirement plans. The firm uses a mix of fundamental, technical, and cyclical analysis across various asset classes and often exercises discretionary trading authority, focusing on individual and plan-level consulting rather than traditional corporate clients.

Joseph Fabrizio Jr. is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Legacy Advisors, LLC. His prior experience includes roles at myCIO Wealth Partners and M Holdings Securities, Inc. Legacy Advisors, LLC is a registered investment adviser managing approximately $4.18 billion in client assets. The firm serves pension and corporate retirement plans, charitable organizations, and individual investors, offering portfolio management, financial planning, and retirement plan consulting with a combination of fund, fundamental, and technical analysis.

Jonathan Childs is a financial advisor with Great Valley Advisor Group, LLC, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. His work history includes roles at LPL Financial, The Leaders Group Inc, PRUCO Securities, LLC, and The Prudential Insurance Company of America. Childs also manages non-variable insurance businesses alongside his advisory practice. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm employs individualized portfolio construction with ongoing oversight, combining in-house strategies and third-party managers across various platforms.

William Dulin is a Series 65 registered advisor with McAdam LLC in Radnor, PA, where he has worked since 2018. He has seven years of industry experience, including prior roles at Berkley Redirect and the University of Hartford. Outside of finance, Dulin serves as an assistant youth lacrosse coach. McAdam LLC provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm manages portfolios using fundamental analysis with a range of traditional and specialized investments, and offers unique services such as a tiered subscription planning product and AI-monitored advisory tools.

Christopher Briscoe is a CFP® professional with 16 years of experience in financial advising. He has been with Girard Advisory Services, LLC since 2014, serving in roles across affiliated entities including Girard Investment Services. Girard Advisory Services, LLC is a fee-only registered investment adviser offering wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation, diversification, and customized portfolios through a proprietary research process, with investment options spanning equities, fixed income, mutual funds, ETFs, and specialized strategies.

David Geibel is a financial advisor at Girard Advisory Services, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Girard entities since 2005. Girard Advisory Services, LLC 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 high-net-worth individuals and plan sponsors, emphasizing asset allocation, diversification, and tailored portfolios through a proprietary research process and an Investment Committee.

Kyle Stuckey is a CFP® and PFS™ with 12 years of industry experience. He currently serves as an advisor at Ethos Financial Group, LLC and has previously worked at Almanack Investment Partners, JFS Wealth Advisors, Keller Financial Group, and INVEST Financial Corp. Ethos Financial Group serves individuals, trusts, estates, state and municipal entities, and charitable organizations, providing investment management, financial planning, estate planning, insurance recommendations, and consulting. The firm employs a model portfolio approach with diversified, risk-conscious allocations and incorporates third-party research and optional tax-overlay management in its process.

Nicholas Plawa is a financial advisor at Girard Advisory Services, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Girard Pension Services, LLC, Girard Advisory Services, LLC, and Univest Bank and Trust Co. since 2012. 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 emphasizes asset allocation, diversification, and tailored portfolios through a proprietary research process and offers a range of strategies, including tax-managed direct indexing and options overlays, supported by an Investment Committee and affiliated financial services.

Robert Flood III is a ChFC® credentialed financial advisor with 41 years of industry experience. He is currently affiliated with BLBB Advisors and has previously worked with The Leaders Group Inc, The Gwynedd Company, and Fidelity Federal Planning Corp. Flood is also the owner and principal of LC Advisor, a business involved in marketing and insurance services. BLBB Advisors provides investment management and financial planning to individuals, trusts, corporations, business owners, pension plans, and nonprofit organizations, managing approximately $3.25 billion in client assets. The firm emphasizes asset allocation using a range of risk-based investment objectives and offers specialized strategies such as a Global Macro ETF strategy and an optional equity covered-call overlay.

Joshua Barnes is a financial advisor at Legacy Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Legacy Advisors, he worked at SEI Investments for two years and has an educational background including four years at Boston College and Ocean City High School. Legacy Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm offers modular financial planning and portfolio management, tailoring advice to client objectives using a combination of fundamental and technical analysis across various investment vehicles.

Robert Donnelly is a ChFC® credentialed financial advisor with 37 years of industry experience. He is currently with Kovack Advisors, Inc. and has held roles at Alpha Advisors Alliance, LLC, Woodbury Financial Services, Inc., Questar Asset Management, Questar Capital Corporation, and ProEquities, Inc. Outside of his advisory work, he serves as vice president of the Southhampton Business Association, engaging in local business networking. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, and financial institutions. The firm offers discretionary and non-discretionary asset management with an emphasis on diversified asset-class exposure through mutual funds, ETFs, and other vehicles tailored to client objectives.

Theodore Rhinehart is a financial advisor at JFS Wealth Advisors, LLC with 21 years of industry experience. He holds the Series 66 designation and has been with JFS Wealth Advisors in various capacities since 2016. 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 offers comprehensive wealth management and financial planning services, utilizing a written Financial Goal Plan and an internal Investment Committee that applies Modern Portfolio Theory to portfolio allocations.

Siddhi Malvankar is a financial advisor at Rockwood Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Rockwood, Siddhi worked at Freudigman and Billings and also serves as an instructional coach providing tutoring in physics, math, and economics through an educational services company. Rockwood Wealth Management serves individuals, families, trusts, endowments, and family businesses with comprehensive financial planning and investment management. The firm employs a structured, passive investment approach focused on globally diversified portfolios and operates with a large multi-advisor team from a single office platform.

John Stanojev is a financial advisor at Kingswood Wealth Advisors, LLC with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cadaret, Grant & Co., Inc. and Capital Insurance & Investment Planning. Outside of his advisory role, he serves on fundraising committees for the Mercer Museum and the Pearl S. Buck Foundation, teaches as an adjunct professor at the Community College of Philadelphia, and participates in local community events such as organizing fishing derbies and acting as Santa Claus for holiday activities. Kingswood Wealth Advisors provides investment advisory and consulting services to individuals, corporations, pension plans, and institutional investors, utilizing an open-architecture approach tailored to client objectives and risk tolerance. The firm offers portfolio management, financial planning, third-party manager selection, and fiduciary plan advisory services through a network of financial advisors.

Phoebe O'Malley is a financial advisor with Rockwood Wealth Management, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. She previously worked at LPL Financial LLC, Kemp Harvest Financial Group, and Archer Investment Advisors. Rockwood Wealth Management serves individuals, families, and related entities by providing financial planning, wealth management, and investment management through tailored portfolios. The firm follows a passive investment approach with globally diversified allocations, primarily using mutual funds, ETFs, and Dimensional Fund Advisors strategies.

Nicholas Filano is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at McAdam LLC. He has worked at Madison Avenue Securities and Purshe Kaplan Sterling Investments prior to his current role. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a tiered weekly financial-planning subscription alongside access to alternative and specialized investment strategies.

L Faulkner is a financial advisor at Girard Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Girard Advisory Services since 2015 and at Girard Investment Services (formerly Univest Investments, Inc.) since 2012. Faulkner also served with the Borough of Perkasie for seven years. 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 employs a proprietary research process and an Investment Committee to tailor diversified portfolios, offering both discretionary and non-discretionary management with specialized strategies and ongoing client oversight.

William Casey III is a financial advisor at HBKS Wealth Advisors with 17 years of industry experience. He holds a Series 65 credential and has worked at HBKS since 2006. Prior to that, he spent 11 years at Locust Capital Management LLC. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm employs a range of strategies across multiple platforms and provides specialized high-net-worth services alongside educational resources and affiliated business services.

James Mc Carthy is a Series 65 licensed financial advisor with five years of industry experience. He has worked at McAdam LLC since 2020 and previously operated McCarthy's Services from 2015 to 2020. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting, employing fundamental analysis to allocate assets among mutual funds, ETFs, independent managers, and individual securities tailored to client objectives.

Robert Savino is a financial advisor at Apollon Wealth Management, LLC with 39 years of industry experience. He holds the ChFC®, Series 63, and Series 66 credentials. His work history includes roles at Apollon Wealth Management since 2021, Purshe Kaplan Sterling Investments since 2021, Prism Advisory Group, LLC since 2009, and prior experience with Frontier Solutions, LLC and Thomas McDonald Partners LLC. He is a managing member of Prism Advisory Group, LLC, providing investment advice and financial planning. Apollon Wealth Management, LLC is a multi-team SEC-registered adviser serving individuals, high-net-worth clients, families, businesses, trusts, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, employing a combination of centrally managed strategies and locally managed portfolios tailored through various investment vehicles and specialized solutions.