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 over 21 years of experience in the financial industry. He is currently with Great Valley Advisor Group, LLC and has been an assistant professor of business and economics at Ursinus College since 2014, where he teaches courses in economics, finance, and research methods. He also contributes to Seeking Alpha and has been involved with Gerring Capital Partners, LLC since 2005. 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, utilizing a combination of in-house strategies, third-party managers, and digital platforms to construct and oversee individualized portfolios.

Timothy Seiders is an investment adviser representative at The Ascent Group, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including OSAIC, Triad Advisors, and Ameritas Life Insurance Corp. He also owns One Stop Financial Services, a sole proprietorship providing insurance sales and fixed insurance products. The Ascent Group is a registered investment adviser managing approximately $4.93 billion and offers a range of services including discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm serves individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans through a network of advisor representatives and third-party platforms.

William Werner is a CFP® professional at Mission Wealth Management, LP with 16 years of industry experience. His prior roles include positions at The Vanguard Group, Facet Wealth, Clarfeld Financial Advisors, and TIAA. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients with wealth management, financial planning, and personalized portfolio management. The firm emphasizes customized, long-term strategies using a broad range of investment options including ETFs, mutual funds, and alternative investments.

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.

Nicholas Filano is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently associated with McAdam LLC and previously worked at Purshe Kaplan Sterling Investments and Madison Avenue Securities. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, employing a discretionary investment approach that combines mutual funds, ETFs, individual securities, and specialized exposures tailored to client objectives.

James Shoup is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Great Valley Advisor Group, LLC. His career includes roles at Brinker Capital, Financial Strategies Advisory LLC, and Geneos Wealth Management Inc. In addition to his advisory work, he has acted as an independent representative for various insurance carriers in fixed insurance sales. Great Valley Advisor Group is a multi-team SEC-registered investment adviser supporting approximately 190 advisors. The firm serves individuals, retirement plans, trusts, and other entities by providing discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party platforms.

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.

Brian Lynch is a CFP® and ChFC® with 19 years of industry experience. He is a Senior Vice President at Kathmere Capital Management, LLC and has previously worked with Purshe Kaplan Sterling Investments, Private Advisor Group, and LPL Financial. Lynch also provides fixed insurance advice as a sole proprietor. Kathmere Capital Management, LLC offers investment management, financial planning, family office services, and retirement plan consulting to both individual clients, including high-net-worth individuals, and institutional sponsors. The firm employs a top-down, model-portfolio approach focused on ETFs and no-load mutual funds while accommodating tailored allocations, with oversight by an Investment Department and Committee.

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.

Jared Uribe Sullivan is a CFP® with 11 years of industry experience, currently serving as an advisor at Legacy Advisors, LLC since 2018. Prior to that, he worked at Greenspring Associates and Threshold Group LLC. 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 tailored to client objectives and risk tolerance, utilizing a combination of mutual funds, ETFs, independent managers, and private funds.

Nicholas Dalessandro is a financial advisor at Great Valley Advisor Group, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Equitable Advisors, and Royal Alliance Associates. 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 oversight, utilizing both in-house strategies and third-party managers across various platforms.

Daniel Shaifer is a CFP® affiliated with BLBB Advisors and has three years of combined experience in real estate and financial advisory roles. His prior work includes positions at ReMax Realty and Keller Williams Philadelphia. BLBB Advisors provides investment management and financial planning services to individuals, trusts, corporations, business owners, pension plans, and nonprofit organizations, managing approximately $3.25 billion in client assets. The firm emphasizes asset allocation across nine risk-based investment objectives and offers strategies including a Global Macro ETF approach and an equity covered-call overlay.

Jennifer Ashley is a financial advisor with Girard Advisory Services, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Girard, she worked at Univest Corporation for ten years and held positions at TRC Staffing and Kohls Department Stores. Girard Advisory Services, LLC is a fee-only registered investment adviser that offers wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a proprietary research process and an Investment Committee to manage tailored portfolios and utilizes a range of strategies including tax-managed direct indexing and options overlays, supported by its structure as a subsidiary of Univest Bank and Trust Co.

Samuel Good is a financial advisor with Bryn Mawr Trust Advisors, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Bryn Mawr Capital Management in 2024, he worked at ACNB Bank and held various roles including a decade-long position with the Gettysburg Area School District. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and subsidiary of WSFS Financial Corporation that offers discretionary investment management, financial planning, and fiduciary services to individuals, trusts, foundations, corporations, and institutional clients. The firm employs a proprietary multi-asset investment approach combining strategic allocation, tactical adjustments, and a mix of active and passive managers, serving a broad client base including high-net-worth individuals.

Stephen Walker is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Kingswood Wealth Advisors, Aegis Capital Corp, and RBC Capital Markets. Outside of advising, he is an author of two finance books on alternative investments and engages in research consulting and public speaking through his company Stratosphere, LLC. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.