Peter Conte is a financial advisor with Girard Advisory Services, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at Univest Bank and Trust Co. since 1989, serving as a Trust Investment Officer. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, and business entities. The firm emphasizes asset allocation, diversification, and tailored portfolios through a proprietary research process, and is a wholly owned subsidiary of Univest Bank and Trust Co., offering integrated banking, trust, brokerage, and insurance services.

Keegan Billie is a financial advisor at Girard Advisory Services, LLC with one year of industry experience. He holds the Series 66 designation and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Equitable Advisors. Outside of financial services, his background includes roles in video production and event management. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm focuses on asset allocation and diversification through a proprietary research process and invests in a mix of domestic and international equities, fixed income, mutual funds, ETFs, and model allocations, while leveraging affiliated relationships to offer a broad range of financial services.

Curtis Johnston is a financial advisor at Girard Advisory Services, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Girard Advisory Services since 2015, also working with Girard Investment Services since 2012. Girard Advisory Services is a fee-only registered investment adviser that provides wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both individual clients, including high-net-worth households, and plan sponsors, employing a proprietary research process and various strategies, including tax-managed direct indexing and options overlays, with oversight by an Investment Committee.

Blaine Mooney is a CFP® with four years of industry experience, currently serving as a financial advisor at Girard Advisory Services, LLC. His prior experience includes roles at Roffman Miller Associates, Inc., KBW, and Natixis. Girard Advisory Services, LLC is a fee-only registered investment adviser providing wealth management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification, utilizing a proprietary research process and an Investment Committee to tailor portfolios, and is a wholly owned subsidiary of Univest Bank and Trust Co.

Cathy Rahab is a financial advisor with Girard Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with GIRARD Partners, Ltd since 2014. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification through a proprietary research process and utilizes a range of investment strategies, including tax-managed direct indexing and options overlays, supported by an Investment Committee and affiliated banking and insurance services.

Todd Feder is a financial advisor at Girard Advisory Services, LLC with 24 years of industry experience. He holds the CFP® and CFA® designations and has worked at firms including The Vanguard Group, Inc. and National Life Group. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers wealth management, financial planning, and retirement plan consulting using a research-driven approach that emphasizes asset allocation and diversification, supported by an Investment Committee and a range of specialized strategies.

Christopher Briscoe is a CFP® professional with 16 years of experience in financial advising. He has been with Girard Advisory Services, LLC since 2014, serving in roles across affiliated entities including Girard Investment Services. Girard Advisory Services, LLC is a fee-only registered investment adviser offering wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation, diversification, and customized portfolios through a proprietary research process, with investment options spanning equities, fixed income, mutual funds, ETFs, and specialized strategies.

David Geibel is a financial advisor at Girard Advisory Services, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Girard entities since 2005. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both high-net-worth individuals and plan sponsors, emphasizing asset allocation, diversification, and tailored portfolios through a proprietary research process and an Investment Committee.

Nicholas Plawa is a financial advisor at Girard Advisory Services, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Girard Pension Services, LLC, Girard Advisory Services, LLC, and Univest Bank and Trust Co. since 2012. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm emphasizes asset allocation, diversification, and tailored portfolios through a proprietary research process and offers a range of strategies, including tax-managed direct indexing and options overlays, supported by an Investment Committee and affiliated financial services.

L Faulkner is a financial advisor at Girard Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Girard Advisory Services since 2015 and at Girard Investment Services (formerly Univest Investments, Inc.) since 2012. Faulkner also served with the Borough of Perkasie for seven years. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, and business entities. The firm employs a proprietary research process and an Investment Committee to tailor diversified portfolios, offering both discretionary and non-discretionary management with specialized strategies and ongoing client oversight.