Richard Douglas Weinstein

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 a financial advisor at Paladin Retirement Advisors with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AE Wealth Management and USA Financial Securities Corporation. In addition to his advisory role, he operates an insurance agency as a sole proprietor, focusing on the sale of fixed insurance products. Paladin Retirement Advisors provides asset management, financial planning, and educational workshops to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm is recognized for its pension consulting services, offering ERISA 3(21) advisory and 3(38) investment management roles, and employs a client-specific investment approach that incorporates fundamental and technical analysis.

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.

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 with DEL VAL Retirement and Investment Services Inc and holds Series 65 and Series 66 licenses. He has 13 years of industry experience, including prior roles at PNC Investments and Winthrop Partners. Outside of financial advising, Sands serves on the board of the Plumstead Historical Society and is involved with the Willow Charitable Fund; he also manages a home construction project management business and leads a commercial real estate inspection company. DEL VAL Retirement and Investment Services provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, small businesses, and estates. The firm customizes investment strategies based on client objectives and uses a range of securities, maintaining discretionary trading authority and quarterly account reviews.

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.