James Patrick Wade

Jason Pepe is a financial advisor with Stifel in Conshohocken, PA, holding a AIF designation and Series 7, 24, 55, 63 and 66 designations and 23 years of industry experience. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Matthew Conroy is a financial advisor at Conroy Capital LLC with two years of industry experience. He holds a Series 66 license and has previously worked at Fortis Group Advisors, LPL Financial, and Prudential. Outside of his advisory role, he is employed by Pro Football Focus, a sports analytics company. Conroy Capital LLC provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations, and manages a privately offered pooled investment vehicle. The firm employs both fundamental and technical analysis across a range of asset classes and offers customized, discretionary account management with regular portfolio monitoring and reporting.

Adam Amorn is a financial advisor at Premier Prosperity Advisors LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch for five years before founding his current firm in 2017. He is also a licensed independent insurance agent. Premier Prosperity Advisors LLC is a single-advisor independent registered investment adviser managing over $17 million in client assets. The firm serves individuals, high net worth clients, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and pension consulting services.

Jeffrey Beyer Jr. is the sole advisor at Paladin Retirement Advisors, an independent registered investment adviser based in Newtown, PA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to founding Paladin, he worked at AE Wealth Management, USA Financial Securities Corporation, and United Planners' Financial Services of America. In addition to his advisory role, he conducts insurance sales and service as a sole proprietor. Paladin Retirement Advisors provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm utilizes a combination of in-house management, sub-advisors, and co-advisor relationships to implement model portfolios and offers pension consulting services under ERISA fiduciary standards.

Eric Tornoe is a financial advisor at Acadia Investment Advisors LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Pfizer Inc. for 26 years before joining Acadia in 2019. His background also includes a brief tenure at Randstat Sourcing in 2019. Acadia Investment Advisors provides discretionary portfolio management to individual and high-net-worth clients, focusing on a small and concentrated client roster. The firm employs a blend of cyclical, fundamental, and quantitative analysis across equity-focused portfolios, using a variety of long-term, short-term, and options strategies.

Gerald Levin is the sole advisor at GBL Asset Management, Inc., an independent firm based in Huntingdon Valley, PA. He holds 35 years of industry experience and has led the firm since 1985. Levin serves as Secretary of the Philadelphia Chapter of the American Association of Individual Investors, a nonprofit focused on investment education. GBL Asset Management manages approximately $34.3 million for individual and select institutional clients, employing a value-oriented, income-aware investment approach centered on mutual and closed-end funds, fixed-income instruments, and occasional equities. The firm operates primarily on a non-discretionary basis and utilizes block trading and a family-group fee structure.