William Evans III

Jeffrey Beyer Jr. is a financial advisor at Paladin Retirement Advisors with 15 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 work, he is also licensed to sell fixed insurance products. Paladin Retirement Advisors focuses on retirement plans and plan sponsors, providing both asset management and financial planning services. The firm offers ERISA fiduciary roles, investment policy development, and participant education, with a distinctive emphasis on pension consulting through both 3(21) and 3(38) plan services.

William Sands Jr is a financial advisor at DEL VAL Retirement and Investment Services Inc with 12 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Winthrop Partners and PNC Investments. Outside of financial advising, he serves as a board member of the Plumstead Historical Society and is involved in local 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 combines fundamental and technical analysis in its investment approach and manages portfolios on a discretionary basis with documented client goals and restrictions.

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 with Solebury Asset Management LLC in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Summit Financial Group Inc., and Cetera Investment Advisers LLC. He is also licensed as an insurance agent and engages in insurance sales and advisory activities. Solebury Asset Management provides discretionary and non-discretionary portfolio management primarily to high-net-worth individuals and corporate clients, including pension and profit-sharing plans. The firm offers tailored portfolios that incorporate a range of investment strategies and serves as a wrap fee program sponsor with affiliations in insurance and brokerage channels.

Thomas Laessig is a financial advisor with Fidelity Federal Planning Corp. in Montgomeryville, PA. He holds the ChFC® and Series 63 designations and has 22 years of industry experience. In addition to his advisory role, he serves as general manager of 401K Data Warehouse, LLC, a software provider he helped establish in 2000. Fidelity Federal Planning Corp. provides investment advisory and portfolio management services to individuals, trusts, corporations, and qualified retirement plans, acting as a 3(21) ERISA fiduciary for plan clients. The firm manages a modest number of accounts and emphasizes a non-discretionary approach, allowing clients to implement or decline recommendations and retain proxy-voting authority.

Kristopher Wallick is the principal advisor at Wallick Wealth Management in Perkasie, PA. He holds Series 63 and Series 66 licenses and has 17 years of industry experience, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Wallick Wealth Management is an independent registered investment adviser serving primarily individual clients, including high-net-worth individuals, as well as small businesses and corporations. The firm offers discretionary wealth management and integrated financial planning, employing a range of investment strategies tailored to clients’ objectives and risk tolerance.