Clarence Krepps Jr. is a financial advisor at Geneos Wealth Management, Inc. with 43 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Geneos Wealth Management since 2004. He previously worked at Financial Strategies Advisory and currently serves on the boards of Gemma Services and the Gemma Foundation. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, using a range of analytic approaches and investment strategies tailored to client needs.

Stephen Peters is a financial advisor with IPI Wealth Management, Inc. in Pottstown, PA, holding a Series 66 designation and two years of industry experience. He has operated Advantage Tax Prep & Services as a partner and tax accountant since 2014 and serves as an insurance agent and controller at Advantage Insurance Group since 2013. IPI Wealth Management provides investment management, financial planning, and access to third-party asset managers and TAMP programs for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets through a team of 66 advisors and offers a range of proprietary, risk-based model portfolios managed on a discretionary basis with quarterly Investment Committee reviews.

Thomas Flynn is a CFP®-certified financial advisor with eight years of industry experience. He currently works at Girard Advisory Services, LLC and has been with affiliated firms since 2017. His background includes roles at Univest Bank and Trust Co. and the Manoa Tavern. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm provides wealth management, retirement plan consulting, and related services using a proprietary research process and a wide range of investment strategies, supported by its affiliation with Univest Bank and Trust Co. and related entities.

Thomas Ervolina is a Series 66 licensed financial advisor with LaSalle St. Investment Advisors, L.L.C., where he has worked since 2007. He has 21 years of industry experience and also has a background with LaSalle St. Securities. Outside of advisory work, he is involved in preparing tax returns during tax season through Lifetime Tax Service in Allentown, PA. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, managing a notable predominance of non-discretionary assets alongside discretionary portfolios.

Edward Barnes is a financial advisor at BLBB Advisors with 28 years of industry experience. He holds a Series 65 license and has previously worked at The Gwynedd Company for 24 years before joining BLBB in 2019. BLBB Advisors provides investment management and financial planning to individuals, trusts, corporations, business owners, pension plans, and non-profit organizations, managing approximately $3.25 billion in client assets. The firm emphasizes asset allocation and offers a range of risk-based investment objectives, employing models, individual securities, ETFs, select alternatives, and third-party managers as appropriate.

David Guensch is a financial advisor at Lombard Advisers Incorporated with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lombard Securities Incorporated since 2016 and at Cornerstone Portfolios, LLC since 2007. He is also involved in outside insurance sales through Cornerstone Portfolios. Lombard Advisers provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary portfolio management solutions using fundamental, technical, charting, and cyclical analysis, with approximately $670 million in assets under management as of the end of 2025.

Scott Brown is a financial advisor at Arkadios Wealth Advisors with 35 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Arkadios in 2022, he worked at Triad Advisors, Inc. for 11 years. Outside of his advisory role, Brown is involved in fixed insurance brokerage, providing term life insurance and fixed indexed annuities when clients have such needs. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through a variety of investment management and financial planning solutions, including advisor-managed accounts, wrap programs, third-party manager access, and retirement plan consulting. The firm integrates fundamental, technical, and cyclical analysis with discretionary portfolio management supported by an internal portfolio team.

Charlou Peterson is a financial advisor at 49 Financial with Series 65 and Series 63 credentials. Peterson has held positions at TIFF Investment Management, Ascensus, The Vanguard Group, and other firms, accumulating several years of industry-related experience. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and both discretionary and non-discretionary investment management. The firm emphasizes disciplined, long-term diversified asset allocation using a model that integrates fundamental, cyclical, technical, and behavioral analysis.

Lisa Broome is a CFP® with 18 years of industry experience and is currently with BLBB Advisors in Montgomeryville, PA. She has been involved with GoalQuesTe, LLC since 2014. BLBB Advisors serves individuals, trusts, corporations, business owners, pension plans, and non-profit organizations, managing approximately $3.25 billion in client assets. The firm emphasizes asset allocation with risk-based investment objectives and offers various strategies, including a Global Macro ETF approach and an equity covered-call overlay for income generation.

Kenneth Mcandress is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining B. Riley in 2022, he worked for Stifel Nicolaus & Co Inc from 2010 to 2022. He is also a licensed insurance agent involved with B. Riley Wealth Insurance. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through 274 advisors, providing a wide range of services including advisory programs, financial planning, and retirement solutions. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans using multiple program structures and both proprietary and third-party asset allocation models.

John Lawton is a financial advisor at BLBB Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BLBB Advisors since 2006, following a prior role at Burke, Lawton, Brewer & Burke. His outside activities include serving as Chair of the Endowment Committee at the Presbyterian Church of Chestnut Hill and holding multiple trustee and finance roles at Williamson College of Trades and Camp Tecumseh. BLBB Advisors provides investment management and financial planning services to individuals, trusts, corporations, business owners, pension plans, and non-profit organizations, managing approximately $3.25 billion in client assets. The firm emphasizes asset allocation through multiple risk-based investment objectives and employs a range of strategies including individualized portfolios, Global Macro ETF strategies, and an equity covered-call overlay option.

Stephen Virkler is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 designation and 10 years of industry experience. He has worked concurrently with Geneos Wealth Management and The Life Financial Group Inc since 2016. Outside of his advisory role, Virkler serves as a ministry coordinator for Life Institute Seminars. Geneos Wealth Management is an SEC-registered investment adviser managing over $5.5 billion in client assets. The firm serves individuals, trusts, estates, corporations, and institutional clients, offering financial planning and portfolio management through a variety of traditional and wrap-fee programs.

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.

Charles Porter Jr. is a financial advisor with Summit Financial, LLC, holding a Series 66 designation and 21 years of industry experience. His prior work includes roles at Canon Capital Investment Advisory, PNC Wealth Management, and TD Wealth Management Services. Outside of investment advisory, he is involved in exit planning for business owners through Kaboo Consulting, LLC. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment management, financial planning, and retirement advisory services, blending discretionary and consultative approaches tailored to client needs.

Guido Jaramillo Blum is a financial advisor at Fiduciary Financial Advisors with Series 65 credentials and one year of industry experience. Prior to joining Fiduciary Financial Advisors in 2026, he worked at Prospect Financial Group LLC for one year and spent 17 years at Johnson & Johnson. Outside of his advisory role, he owns and manages a real estate business involved in property maintenance and tenant management. Fiduciary Financial Advisors serves a diverse client base, including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management and financial planning, with an investment approach that combines strategic and tactical asset allocation using fundamental, quantitative, and technical analysis tailored to client needs.

Michael Insogna is a CFP® with five years of industry experience, currently serving as an advisor at Modera Wealth Management, LLC since 2023. His prior work includes roles at Baldrige Asset Management LLC and Accenture, LLP. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and a range of strategies tailored to client objectives and risk tolerance.

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.

Brad Schneider is a financial advisor with Good Life Advisors, LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Good Life Advisors since 2014 and has also worked at LPL Financial since 2012. Schneider is involved in selling Medicare supplement and Part D Prescription policies as part of his business activities. Good Life Advisors is a large registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, comprehensive financial planning, retirement plan consulting, and access to third-party asset managers. Their investment approach combines fundamental, technical, and cyclical analysis tailored to each client’s objectives and risk tolerance, utilizing a mix of direct management, model portfolios, and sponsored advisory programs.

Gregory Stein is a CFP® professional based in Lansdale, PA, with 26 years of industry experience. He has worked at Advisory Services Network since 2018 and previously spent 12 years with RSM US Wealth Management LLC. Stein is a partner in Hinkle, Stein & Associates, LLC, a role he has held since 2018. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. The firm provides a range of portfolio management, financial planning, and consulting services, utilizing various securities and third-party managers to align with clients’ objectives and risk tolerances.