Jay Thompson is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Great Valley Advisor Group since 2017 and previously at Newtown Wealth Management Inc. for 10 years. He is also involved with Thompson Financial Inc. and serves as a fixed insurance and annuity agent with Creative One. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Todd Feder is a financial advisor at Girard Advisory Services, LLC with 24 years of industry experience. He holds the CFP® and CFA® designations and has worked at firms including The Vanguard Group, Inc. and National Life Group. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers wealth management, financial planning, and retirement plan consulting using a research-driven approach that emphasizes asset allocation and diversification, supported by an Investment Committee and a range of specialized strategies.

Zachary Mineur is a CFA® charterholder with 11 years of industry experience. He has worked at Independence Square Holdings, LLC since 2019 and previously held roles at The Philadelphia Group and Private Advisor Group, LLC. Outside of his advisory work, he is president and sole owner of Skycity Holdings Ltd, a business involved in land investing and leasing. Independence Square Holdings (dba Independence Square Advisors) serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, and ERISA advisory services. The firm employs a multi-team approach with approximately 40 advisors and uses a combination of customized portfolios, model portfolios, and third-party solutions, including digital platforms and alternative investments.

Harry Forst Jr. is a financial advisor at Capital Analysts with nine years of industry experience. He holds the Series 66 credential and has worked at Capital Analysts and Lincoln Investment since 2017, previously gaining experience at Bank of America and Merrill. Capital Analysts serves a range of retail and institutional clients, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm combines discretionary investment management from an in-house team with advisor-supported strategies and third-party managers.

Shashi Mehrotra is a CFA® charterholder with 30 years of industry experience, currently serving at Capital Analysts. His prior work includes 22 years at Legend Equities Corporation and nine years at Lincoln Investment. Mehrotra serves on the investment committee of Encompass Wealth & Legacy Planning, contributing to presentations and strategic discussions. Capital Analysts provides portfolio management and retirement-plan advice to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers discretionary and non-discretionary investment management through proprietary screening processes and maintains institutional relationships supporting its product offerings.

Barry Metrokas Kamison is a financial advisor at Brookwood Investment Group with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Redwood Private Wealth LLC and CoreCap Investments. In addition to his advisory role, he is a licensed insurance producer offering fixed annuities and various insurance products. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans with portfolio management, financial planning, and retirement plan advisory services. The firm employs a customized investment approach using a mix of passive, active, tactical, and blended strategies, and offers both discretionary and non-discretionary management options.

Benjamin Kollender is a financial advisor at XML Financial Group with one year of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory career, he has been involved in youth sports organizations, including Philadelphia Athletics Youth Sports and Philadelphia Prime Baseball. XML Financial Group provides investment management, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates through a multi-advisor team model and combines fundamental and technical analysis with third-party managers and an internal Investment Committee to tailor portfolios to client objectives.

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® and holds a Series 66 license with 12 years of industry experience. He currently works with Legacy Advisors, LLC, where he has been since 2021, and previously spent five years at myCIO Wealth Partners. His professional experience also includes two years at M Holdings Securities, Inc. Legacy Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm offers customized financial planning and portfolio management services, utilizing a mix of fundamental and technical analysis along with various investment vehicles to align with client objectives and risk tolerance.

Jonathan Childs is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 designations and 12 years of industry experience. His prior roles include positions at LPL Financial, The Leaders Group Inc, PRUCO Securities, LLC, and The Prudential Insurance Company of America. Childs is involved in non-variable insurance services through various affiliated entities. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight using a blend of in-house strategies, third-party managers, and sponsored platforms.

Tamara Indianer is a CFP®-certified financial advisor with over 31 years of industry experience. She is currently with Capital Analysts and has previously worked extensively with Lincoln Investment and Managed Benefits Group. Indianer serves on several committees and boards focused on financial literacy, education, and nonprofit advocacy, including the CRES Committee, Neurofibromatosis Northeast, and MASBO’s Vendor Advisory Committee. Capital Analysts serves a range of retail and institutional clients, providing portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisor representatives and in-house investment management. The firm integrates institutional resources and proprietary investment screening processes to support its client offerings.

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.

Mark Ayers is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Capital Analysts. He previously worked for 15 years at The Vanguard Group, INC. before joining Capital Analysts and Lincoln Investment in 2023. Capital Analysts serves both retail and institutional clients, including high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

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™ credentialed financial advisor with 13 years of industry experience. He is currently with Ethos Financial Group, LLC and previously worked at Almanack Investment Partners, JFS Wealth Advisors, Keller Financial Group, INVEST Financial Corp, and Concourse Financial Group Securities. Ethos Financial Group serves individuals, trusts, estates, state and municipal entities, and charitable organizations by providing investment management, financial planning, estate planning, insurance recommendations, and related consulting. The firm uses a model portfolio approach with diversified, risk-conscious allocations implemented through various investment vehicles and supplements this process with third-party research and operational AI support.

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.

Kevin Mc Dermott is a CFP® with 25 years of experience in the financial industry. He is currently with Kathmere Capital Management, LLC, where he has worked since 2019. Previously, he was affiliated with Private Advisor Group, LLC and LPL Financial. Mc Dermott also has experience providing fixed insurance solutions to clients. Kathmere Capital Management, LLC offers investment management, financial planning, family office services, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional sponsors such as pension plans, endowments, and foundations. The firm employs a top-down, model-portfolio approach primarily using ETFs and no-load mutual funds, and it manages client accounts on both discretionary and non-discretionary bases.

Robert Donnelly is a ChFC® credentialed financial advisor with 38 years of industry experience. He is currently with Kovack Advisors, Inc., joining the firm in 2023 after roles with 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 Southampton Business Association, engaging in local business networking. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, banks, and municipal entities, utilizing a range of internally created and third-party investment models supported by a technology-driven workflow.