Andrew Lein is a financial advisor at Girard Advisory Services, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at Girard Advisory Services since 2019, following prior roles at Univest Investments and Univest Bank and Trust Co. Girard Advisory Services is a fee-only registered investment adviser that provides wealth management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation, diversification, and tailored portfolios through a proprietary research process and an Investment Committee, offering both discretionary and non-discretionary management and specialized strategy options.

Gregory Locke is a financial advisor with Advisory Services Network and holds over six years of industry experience. He is also the owner and CPA of Locke and Welsh, P.C., a certified public accounting firm he has operated since 1998. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a broad network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, overseeing approximately $8.6 billion in client assets.

John Helvie is a financial advisor at Rockwood Wealth Management, LLC, holding a Series 65 designation with three years of industry experience. Prior to joining Rockwood Wealth Management in 2022, he worked in physical therapy roles at Fox Rehabilitation and Excel Physical Therapy. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses by providing comprehensive financial planning and investment management. The firm employs a structured, passive investment approach focused on globally diversified portfolios, primarily utilizing mutual funds and ETFs.

Michael Stewart is a CFP® with 30 years of industry experience, currently serving at Girard Advisory Services, LLC. He has worked with the firm and its affiliated entities since 2005. Girard Advisory Services, LLC is a fee-only registered investment adviser providing wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification through a proprietary research process and offers both discretionary and non-discretionary management, servicing high-net-worth clients and plan sponsors.

Brian Pultro is a financial advisor with Maridea Wealth Management in New Britain, PA, holding a Series 66 designation and 10 years of industry experience. He previously worked at LPL Financial LLC for 10 years and serves in the United States Navy Reserve. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing approximately $1.97 billion in client assets across a 33-advisor team. The firm constructs diversified, tax-aware portfolios using low-cost mutual funds and ETFs, incorporating individual securities or sub-advisers as appropriate, and integrates AI tools under human oversight in its investment and administrative processes.

Travis Roe Raymond is a CFP®, CFA®, and Series 66-registered advisor with 14 years of industry experience. He has worked at Rockwood Wealth Management since 2019 and previously held roles at TIAA and BlackRock Investment Management. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses with comprehensive financial planning and investment management. The firm employs a passive, globally diversified investment approach and is notable for its multi-advisor team, single office platform, and policies such as refusing commission compensation.

Shelley Dimperio is a CFP® with seven years of industry experience, currently serving as an advisor at BLBB Advisors. Her prior experience includes over a decade at Valley National Investments, Inc. and Valley National Advisers Inc. BLBB Advisors provides investment management and financial planning services to individuals, trusts, corporations, business owners, pension plans, and non-profit organizations. The firm manages approximately $3.25 billion in client assets and emphasizes asset allocation across a range of risk-based investment objectives, utilizing models, individual securities, ETFs, select alternatives, and third-party managers.

Mark Arcidiacono is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Rockwood Wealth Management, LLC. His prior experience includes roles at Charles Schwab & Co., Inc. and A.P. Lubrano Co - AXA Advisors. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses with holistic financial planning and ongoing investment management. The firm employs a structured, passive investment approach focused on globally diversified portfolios, primarily using mutual funds and ETFs, and manages multi-billion assets under management with a large multi-advisor team.

Robert O'Reilly is a Series 66-licensed financial advisor with 20 years of industry experience. He has been with Great Valley Advisor Group, LLC since 2014 and is also affiliated with LPL Financial. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and uses a combination of in-house strategies and third-party managers, offering discretionary and non-discretionary investment management alongside financial planning and retirement-plan consulting.

David Raymond is a financial advisor with Great Valley Advisor Group, LLC, holding the Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Great Valley Advisor Group since 2015 and also maintains a relationship with LPL Financial starting in 2014. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management along with financial planning and retirement-plan consulting, utilizing a blend of in-house strategies and third-party managers across various platforms.

Richard Callahan is a CFP® with 30 years of industry experience, currently affiliated with Great Valley Advisor Group, LLC. He has been with Great Valley Advisor Group since 2014 and has worked at LPL Financial Corporation since 2008. Outside of his advisory role, he is a co-owner of Callahan & Associates, PC, a CPA firm providing tax and accounting services. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers a range of services including discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing both in-house strategies and third-party platforms.

Jordan Sowhangar is a CFP® with 12 years of industry experience, currently serving as an advisor at Girard Advisory Services, LLC since 2015. He also has experience with Girard Investment Services, LLC dating back to 2014. Outside of his advisory role, he owns rental properties unrelated to investment activities. Girard Advisory Services, LLC is a fee-only registered investment adviser providing wealth management, financial planning, retirement plan consulting, and related services 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 diversified investment strategies to tailor portfolios to client objectives.

Thomas Hellings is a financial advisor with Girard Advisory Services, LLC, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has worked within affiliated firms including Girard Pension Services, Girard Advisory Services (formerly Girard Partners), and Girard Investment Services (formerly Univest Investments) since 2013. 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 and diversification, employing a proprietary research process and an Investment Committee to tailor portfolios, while offering discretionary and non-discretionary management and specialized strategies supported by its structure as a subsidiary of Univest Bank and Trust Co.

Robert Maloney is a financial advisor at Rockwood Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Rockwood Wealth Management since 2024. Prior to this, he gained experience at Elliott-Lewis Corporation and CI Lawn Equipment. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses with comprehensive financial planning and investment management. The firm employs a structured, passive investment approach focused on globally diversified portfolios and operates with multi-billion assets under management through a large multi-advisor team.

Victoria Mercado is a financial advisor at Summit Financial, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Summit Financial, she worked at Kutztown University and was involved with the 1760 Pub and Grill. Additionally, she offers insurance brokerage services through multiple insurance companies, earning compensation based on sales of these products. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm provides investment advisory, portfolio management, financial planning, and retirement plan advisory services through a mix of discretionary and consultative platforms.

Daphne Hu is a CFP® and holds a Series 65 license with 13 years of experience in financial advising. She has been with United Capital Financial Advisors since 2013. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization including ESG and faith-based preferences.

Thomas Remmey is a financial advisor with Girard Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Girard Advisory Services and affiliated Girard Investment Services since 2015. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, retirement plan consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both individuals, including high-net-worth households, and plan sponsors and participants, employing a proprietary research process and offering a range of investment strategies with ongoing oversight.

Jack Gawason is a CFP® and Series 65-licensed financial advisor with two years of industry experience, currently with Rockwood Wealth Management, LLC. Prior to joining Rockwood, he worked at Temple University and New Hope-Solebury High School. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses with holistic financial planning and ongoing investment management. The firm employs a structured, passive investment approach focused on globally diversified portfolios using mutual funds and ETFs, with a multi-advisor team managing multi-billion dollars in assets from a single office.

Jack Ventresca is a financial advisor at Rockwood Wealth Management, LLC with a Series 65 designation and two years of industry experience. He has been with Rockwood Wealth Management since 2024. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses with holistic financial planning and ongoing investment management. The firm employs a structured, passive investment approach using globally diversified portfolios primarily composed of mutual funds and ETFs.

Kenneth Cordella is a financial advisor with Advisory Services Network holding Series 63 and Series 66 credentials and 14 years of industry experience. His work history includes roles at Platinum Wealth Advisors, The Vanguard Group, MUFG Union Bank, and Ascend Learning. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.