Shaun Patrick Conahan

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.

Hi there! I'm Alex, a CPA and CERTIFIED FINANCIAL PLANNER® in Phoenixville, PA. I help families navigate complex tax & estate issues so they can accelerate their wealth-building journey & transfer their wealth to the next generation efficiently. My approach blends technical expertise with practical, real-world planning to make sure clients feel confident, informed, and fully supported at every stage of their financial lives. As both a CPA and CFP®, I focus on strategies that go far beyond investment management. Tax planning, estate structuring, retirement income optimization, equity compensation guidance, and multigenerational wealth transfer are at the core of my practice. I believe that true financial planning is proactive, not reactive. That means helping clients reduce lifetime taxes, avoid costly estate mistakes, and organize their financial lives so that everything works together—efficiently and intentionally. My practice is built on clarity, education, and long-term relationships. I take the time to understand what matters most to each family, then create a plan that aligns with their values, their goals, and their legacy. Whether you're navigating a major financial decision, preparing to retire, or planning for the next generation, I’m here to guide you through the complexities so you can focus on living the life you’ve worked hard to build.

Jonathan Monroe is a financial advisor at New Wave Financial LLC with 10 years of industry experience. He holds the Series 66 designation and has worked in various roles including a senior account director position at Viant Technology Inc, an advertising technology firm. His background also includes positions at Amazon, The Trade Desk, and SEI Investments Distribution Co. New Wave Financial provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a long-term, discretionary investment approach combining fundamental, quantitative, technical, and modern portfolio theory methods, and often utilizes third-party money managers and model portfolios from SEI Private Trust Company.

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.