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.

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.

Eric Parnell is a CFA® charterholder with 21 years of industry experience. He is currently an advisor at Great Valley Advisor Group, LLC, where he has worked since 2022. Prior to this, he was with Gerring Capital Partners, LLC for 17 years. Outside of his advisory role, Parnell serves as an Assistant Professor of Business and Economics at Ursinus College, teaching courses in economics, finance, and research methods. Great Valley Advisor Group is a 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 with a focus on individualized portfolio construction and ongoing oversight.

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 with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked at Kingswood Wealth Advisors since 2025 and previously spent 15 years with Cadaret, Grant & Co., Inc. Outside of his advisory work, he serves on the development committee of the Pearl S. Buck Foundation, is an adjunct professor at the Community College of Philadelphia, and participates in several community activities including fundraising for the Mercer Museum and organizing local fishing derbies. Kingswood Wealth Advisors serves a diverse client base including retail and institutional investors and provides services such as portfolio management, financial planning, and ERISA plan advisory. The firm employs an open-architecture investment platform, frequently using third-party managers, and integrates insurance-linked account management within its operational model.

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.

Kate Templeton is a financial advisor with Great Valley Advisor Group, LLC and holds a Series 65 credential. She joined Great Valley Advisor Group in 2025 and has prior experience at Sei and in educational roles. Great Valley Advisor Group is a multi-team SEC-registered 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 through a range of proprietary and third-party strategies.

James Shoup is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Great Valley Advisor Group, LLC and has held prior roles at firms including Brinker Capital and Prepared Retirement Institute LLC. He has also conducted fixed insurance sales as an independent representative with various insurance carriers. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, employing both in-house strategies and third-party managers to tailor portfolios and conduct ongoing oversight.

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.