George Thomas Mantzoros

Jamie Dunn is a CFP® with 12 years of experience in the financial services industry. He has worked at LPL Enterprise since 2024 and previously held positions at The Prudential Insurance Company of America, Pruco Securities LLC, Facet Wealth, and The Vanguard Group, Inc. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm’s approach is model-driven, offering access to third-party asset managers, financial planning, and a variety of non-securities products and services.

Edward Komito is a financial advisor with Elk Capital Advisors, LLC, holding a Series 66 designation and 23 years of industry experience. He has led Elk Capital Advisors since 2011 and has also served as president of ELK Financial Investments since 2004. Outside of financial advising, Komito owns Elk Capital Expeditors, LLC, a logistics and expediting business. Elk Capital Advisors provides asset management and advisory services to individuals, high-net-worth clients, trusts, business entities, and defined contribution retirement plans. The firm offers tailored portfolio management on a discretionary or non-discretionary basis, with investment strategies ranging from long-term holdings to frequent trading across a variety of securities. Elk Capital Advisors also provides pension consulting for 401(k) plans, advising plan sponsors on service provider selection and investment options.

Raymond Zong is a financial advisor with Global Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Global Wealth Management in 2024, he worked at Ni Advisors and Nationwide Planning Associates, Inc. He is also involved in real estate and life and health insurance activities outside of his advisory role. Global Wealth Management provides asset management, financial planning, and capital-raising services to high-net-worth individuals and businesses. The firm constructs portfolios based on market trends and economic conditions, managing accounts primarily on a discretionary basis while allowing clients input on asset selection.

William Sands Jr is a financial advisor at DEL VAL Retirement and Investment Services Inc with 13 years of industry experience. He holds Series 65 and Series 66 designations and has worked at several firms including PNC Investments and Winthrop Partners. Sands also serves as a board member of the Plumstead Historical Society and is involved in charitable fundraising through the Willow Charitable Fund. DEL VAL Retirement and Investment Services Inc provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, small businesses, and estates. The firm employs a tailored investment approach using fundamental, technical, charting, and cyclical analysis and manages approximately $1.9 million in discretionary assets across a small client base.

Michael Guarracino is the sole advisor at MG Financial Management, LLC, an independent registered investment adviser based in Doylestown, PA. He holds Series 63 and Series 65 designations and has 15 years of industry experience, including six years at Concert Wealth Management, Inc. He serves as a board member of Forest Grove Presbyterian Church. MG Financial Management provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations. The firm uses a technical-analysis approach to tailor portfolios based on client objectives, time horizons, and risk tolerance, with regular account reviews and a focus on accommodating client-imposed investment restrictions.

Michael Scavullo is a financial advisor at Solebury Asset Management LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Summit Financial Group Inc., and Cetera. His activities include licensed insurance sales alongside his advisory role. Solebury Asset Management provides investment advisory services primarily to high-net-worth individuals and corporate clients, including pension and profit-sharing plans. The firm offers tailored portfolio management using a variety of analytical approaches and a broad range of securities, with additional services such as pension consulting and a wrap-fee program.