John Levis Jr. is a CFP® with 20 years of industry experience. He has worked at MB, Levis & Associates, LLC since 2012 and previously spent 15 years at Mcqueen Ball & Associates, Inc. He holds a Series 63 license and is based in Center Valley, PA. MB, Levis & Associates, LLC is a fee-only registered investment adviser serving individual clients, including high-net-worth households, as well as corporate pension and profit-sharing plans, charitable organizations, and trusts and estates. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to manage both long- and short-term equity and fixed-income portfolios, with discretionary portfolio management and ongoing reviews.

Jason Henninger is a CFP® with 20 years of industry experience, currently serving as an advisor at MB, Levis & Associates, LLC since 2012. Prior to this, he worked at McQueen, Ball & Associates for 13 years. MB, Levis & Associates, LLC is a fee-only registered investment adviser serving individual clients, including high-net-worth households, as well as corporate pension and profit-sharing plans, charitable organizations, and trusts. The firm employs a blend of fundamental, technical, charting, and cyclical analysis across long-term and short-term equity and fixed-income strategies, managing over $400 million in assets with a two-advisor team.