Nicholas Weidman is a Series 66-licensed financial advisor with 12 years of industry experience. He is affiliated with Great Valley Advisor Group, LLC and has worked at LPL Financial, Penn Mutual Life Insurance Company, and Hornor, Townsend & Kent, Inc. Outside of his advisory role, he is the sole owner of Dream Strategies Group, LLC, a non-investment business entity. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a mix of in-house strategies and third-party managers across various platforms.

Alec Goldberg is a Series 66-credentialed financial advisor with three years of industry experience. He has worked at Kingswood Wealth Advisors, Kingswood Capital Partners LLC, Cadaret, Grant & Co., Inc., and Broad Street Financial LLC. Outside of his advisory roles, Goldberg is involved as an agent and representative at Capital Insurance & Investment Planning, Inc., where he engages in sales and operations related to life and health insurance products. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform and incorporates affiliated and unaffiliated managers while maintaining a distinctive operational model integrating insurance-linked account management.

Jacob Bobick is a financial advisor with Calton & Associates, Inc., holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Cetera Advisors LLC, G.S. Newborn and Associates, Inc., and First Allied Securities, Inc. In addition to his advisory work, he is a licensed insurance agent specializing in fixed, life, health, and property and casualty insurance. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing a range of analytical strategies and third-party money managers through its proprietary platforms.

Mark Maggioncalda is a financial advisor with Girard Advisory Services, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Girard Advisory Services in 2026, he worked at Wilmington Trust for four years and Dreyfus Service Corporation for fourteen years. Girard Advisory Services, LLC is a fee-only registered investment adviser offering wealth management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a proprietary research process and an Investment Committee to tailor diversified portfolios using a range of domestic and international assets, and is a wholly owned subsidiary of Univest Bank and Trust Co., enabling it to provide an integrated suite of financial services.

Matthew Mongon is a CFP® professional with 15 years of experience in the financial services industry. He is currently with NewEdge Wealth and has prior experience at Morgan Stanley Private Bank, N.A. and Morgan Stanley. Before entering finance, he worked at Lehigh University. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm provides comprehensive advisory services and manages approximately $12 billion in regulatory assets, utilizing a diversified investment approach that includes proprietary solutions and third-party managers across multiple asset classes.

Karsten Lusk is a financial advisor at OnePoint BFG Wealth Partners with a Series 65 designation and one year of industry experience. His prior work includes roles at Merrill Lynch, KeyBank, and Lakeland Bank, as well as positions outside finance at Elmhurst Country Club and Hollow Brook Golf Club. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of portfolio management approaches using third-party managers, proprietary models, and technology-integrated operational support.

Bryan Pecherek is a financial advisor with The AmeriFlex Group, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include positions at LPL Financial and Invest Financial Corporation. Outside of his advisory work, he serves as an umpire for high school baseball games and is a panel member on AssetMark Inc.'s Field Advisory Board. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing model asset allocations and both discretionary and non-discretionary manager relationships.

Kevin Rhodes is a CFP® professional with 37 years of industry experience. He is currently affiliated with OneAscent Financial Services LLC and PKS Investments, having previously worked at StoneX Securities Inc. and StoneX Advisors Inc. since 2016. Rhodes holds Series 63 and Series 66 licenses. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and consulting, utilizing both advisor-managed and model-based platforms along with additional services such as outsourced CIO and CCO support.

Paul Emrick is a financial advisor at New Edge Wealth with 34 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior experience includes more than a decade at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutions, offering wealth strategy, portfolio management, and consulting services. The firm emphasizes asset allocation and investor behavior, combining independent managers and proprietary solutions with AI-assisted analytics to tailor portfolios.

William Trembler is a financial advisor with Capital Analysts in Bethlehem, PA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 1994. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, customized and model portfolios, and retirement-plan advice. The firm combines discretionary and non-discretionary investment management through an in-house research team and third-party managers, utilizing a proprietary mutual fund screening process.

Daniel Rhoads is a financial advisor at Simplicity Wealth with a Series 65 designation and five years of industry experience. He has worked at Simplicity Wealth since 2021 and previously operated independently as Daniel Scott Rhoads starting in 2018. Outside of his advisory role, he owns and operates an insurance agency where he is a licensed agent focusing on health insurance products. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside model portfolios that are actively monitored and rebalanced, while also offering technology and operational services for other advisors through its managed account platform.

Andrei Weber is a financial advisor with UMB Financial Services, Inc. in Allentown, PA, holding Series 63 and Series 66 registrations with 15 years of industry experience. His prior firms include Ameriprise Financial Services and Investment Professionals Inc. Outside of advising, he is involved in beekeeping with periodic sales from his apiary. UMB Financial Services, Inc. offers advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm employs a model-based portfolio construction process and provides multiple managed account options, operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor affiliated with UMB Bank.

Joseph Bates is a CFP® professional with seven years of experience in the financial industry. He has worked at Summit Financial, LLC since 2020 and previously at Asset Planning Services LTD. from 2016 to 2020. Outside of advisory work, he serves as Treasurer for Healing Hearts, a foster/adoption ministry nonprofit, and is involved with MRK Wealth Advisors, LLC, providing oversight for income tax preparation services offered to clients. Summit Financial, LLC is a multi-team SEC-registered advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs with a mix of discretionary and consultative services tailored to client needs.

Andrew Mcdonough is a financial advisor at Girard Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Annuities Distributors and Prudential Insurance Company of America. 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, diversification, and tailored portfolios through a proprietary research process and an Investment Committee, offering a range of investment strategies and retirement plan services.

Amara Del Serro is a financial advisor at OnePoint BFG Wealth Partners with four years of industry experience. She holds a Series 65 designation and has held roles at Private Advisor Group, LPL Financial LLC, and Bleakley Financial Group. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of portfolio management approaches using third-party managers, proprietary strategies, and technology integration to support client objectives.

James Jacobson is a CFP® professional with 34 years of industry experience. He has been with Girard Advisory Services, LLC since 2015 and has also worked with Girard Investment Services, LLC since 2002. Outside of his advisory roles, he serves as an officer of Sted i Skogen, LLC, a company involved in real estate property maintenance. 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 using a proprietary research process and a broad range of investment strategies, supported by its affiliation with Univest Bank and Trust Co.

Michael Sliney is a financial advisor with Capital Analysts in Bethlehem, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior work includes positions at Lincoln Investment, LLC, Franklin/Templeton Distributors, Inc., and Putnam Investment Management, LLC. He is also co-owner of TS ADVISORS, LLC, a firm involved in employee management services. Capital Analysts serves a diverse client base of retail and institutional investors, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management. The firm employs a proprietary mutual-fund screening process and partners with institutional entities to support a broad range of investment solutions.

Lawrence Reitars is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked for Stifel Independent Advisors, LLC for 17 years before joining Lombard Advisers and Lombard Securities Incorporated. Lombard Advisers provides personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary programs, utilizing a variety of analytical approaches and offering clients a range of portfolio management options, with a notable emphasis on non-discretionary assets where clients retain final trading authority.

David Givler II is a Certified Financial Planner® with 11 years of industry experience. He is currently with Savvy and has previously worked at Mariner Wealth Advisors, Corbenic Partners, LLC, and Valley National Advisers Inc. Givler serves on the board of the Estate Planning Council of the Lehigh Valley and is president of the Moravian University Blue and Grey Club, a nonprofit organization. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach, supplemented by active equity portfolios and tax-aware direct indexing, and integrates third-party fintech tools and specialized sub-adviser strategies.

Ryan Barrett is a CFP® professional at JFS Wealth Advisors, LLC with 23 years of industry experience. He has been with JFS Wealth Advisors in various roles since 2015. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm offers wealth management and financial planning services guided by written Financial Goal Plans and employs a disciplined investment approach using Modern Portfolio Theory, mutual funds, ETFs, and private investments.