Michael Maher is a financial advisor at B. Riley Wealth Advisors, Inc. with 39 years of industry experience. He has held roles at B. Riley Wealth Advisors and B. Riley Wealth Management since 2022, following six years at Ameriprise Financial Services, Inc. Michael holds Series 63 and Series 65 licenses. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers various program options, including advisor-managed accounts and third-party managed programs, and manages approximately $4.21 billion in client assets.

Patrick Sabol is a CFP® professional with 10 years of experience in financial advising. He is currently with Facet Wealth, where he has worked since 2021. His prior roles include positions at Traphagen Investment Advisors LLC, Univest Corporation of Pennsylvania, and Girard Partners. Facet Wealth serves individual members across a broad range of wealth levels through tiered, subscription-based financial planning and implementation services. The firm provides holistic financial planning using a Total Financial Life Resources framework and discretionary asset-allocation programs primarily focused on ETFs, utilizing fixed subscription fees rather than percentage-of-AUM charges.

Courtney Krzaczyk is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Rockwood Wealth Management, LLC since 2021. Prior to joining Rockwood, she held roles at KPMG in 2019 and 2021. Rockwood Wealth Management provides comprehensive financial planning and investment management services to individuals, high-net-worth clients, families, trusts, endowments, and family businesses. The firm employs a structured, passive investment approach focused on globally diversified portfolios and emphasizes policies such as refusing commission compensation and maintaining a formal Code of Ethics.

Paige Marlow is a Series 66-licensed financial advisor with 17 years of industry experience. She has worked at Rockwood Wealth Management since 2017 and previously spent a year with Leonard Brodsky & Associates/Commonwealth Financial. Rockwood Wealth Management serves individuals, families, and related entities by providing financial planning, wealth management, and investment management through tailored portfolios and one-on-one consultations. The firm follows a structured, passive investment philosophy focused on globally diversified allocations, primarily using mutual funds, ETFs, and Dimensional Fund Advisors strategies.

Christopher Cortese is a CFP® with 13 years of industry experience. He has been with Wescott Financial Advisory Group LLC since 2010. Wescott Financial Advisory Group provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm uses an open-architecture, multi-manager investment approach that combines passive and active strategies within a tax-sensitive, disciplined process.

Bruce Freeston is a CFP® professional with 11 years of industry experience, currently with Girard Advisory Services, LLC where he has worked since 2019. He also has a long tenure with Univest Bank and Trust Co., dating back to 2007. 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, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification, using a proprietary research process and a broad range of investment strategies, including tax-managed direct indexing and options overlay strategies, supported by its status as a subsidiary of Univest Bank and Trust Co.

Clifford Haugen is a CFA® charterholder and holds a Series 66 license, with 25 years of industry experience. He has been with BLBB Advisors since 2008 and previously worked at Burke, Lawton, Brewer & Burke, LLC. Outside of his advisory role, he serves as a general partner in Haugen Agro, LLLP and is involved as a trustee and finance committee member for Silver Springs/Martin Luther School in Plymouth Meeting, PA. BLBB Advisors manages approximately $3.25 billion in client assets, providing investment management and financial planning to individuals, trusts, corporations, business owners, pension plans, and non-profit organizations. The firm emphasizes asset allocation and offers multiple risk-based investment objectives using a range of investment vehicles, including a firm-supervised Global Macro ETF strategy and an optional equity covered-call overlay.

Brian Pilon is a financial advisor with Prosperity Wealth Management, Inc. in Pipersville, PA, holding a Series 63 designation and 48 years of industry experience. He has worked with Prosperity since 2016 and has been affiliated with Fortune Financial Services Inc. since 2004. Outside of his advisory role, he serves as president and manager of FFMS, Inc., and works as a regional wholesaler for Beacon Capital Management through First Avenue, Inc. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, pensions consulting, and referrals to third-party managers. The firm manages approximately $442 million across 1,600 clients and emphasizes tailored portfolio supervision with quarterly reviews, employing multiple analysis methods and ongoing oversight of recommended third-party managers.

Robert Dusek III is a Series 65-licensed advisor with Rockwood Wealth Management, LLC in New Hope, PA, and has one year of industry experience. Prior to joining Rockwood, he worked at the Royal Bank of Canada and has experience in education. He serves as a board member of the New Hope Auto Show. Rockwood Wealth Management serves individuals, families, and related entities by providing financial planning, wealth management, and investment management through personalized consultations and tailored portfolios. The firm uses a passive investment philosophy centered on market efficiency and diversified global allocations, primarily employing mutual funds, ETFs, and Dimensional Fund Advisors strategies.

Andrew Stein is a financial advisor at Summit Financial, LLC with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Canon Capital Investment Advisory, Kemp Harvest Financial Group, and LPL Financial, LLC. Before his financial career, he worked in various roles including at Domino’s and Indian Valley Country Club. 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 offers investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches tailored to client needs.

William Karrash is a financial advisor with BLBB Advisors in Montgomeryville, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with BLBB Advisors since 2006 and previously worked at Burke, Lawton, Brewer & Burke from 2004 to 2019. Karrash is also a CPA and occasionally assists individuals with tax return preparation and filing. BLBB Advisors manages approximately $3.25 billion in client assets, providing investment management and financial planning to individuals, trusts, corporations, business owners, pension plans, and non-profit organizations. The firm emphasizes asset allocation across nine risk-based objectives and offers a variety of strategies, including a firm-supervised Global Macro ETF approach and an optional equity covered-call overlay for additional portfolio income.

Laura Brewer is a financial advisor at BLBB Advisors with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with BLBB Advisors since 2006, following prior work at Burke, Lawton, Brewer & Burke. Brewer serves as a director and treasurer of Boardwalk Securities Corporation, a privately-held investment management firm for certain family shareholders. BLBB Advisors provides investment management and financial planning services to individuals, trusts, corporations, business owners, pension plans, and nonprofit organizations, managing approximately $3.25 billion in client assets. The firm emphasizes asset allocation, offering multiple risk-based investment objectives and specialized strategies such as a Global Macro ETF approach and an equity covered-call overlay.

Robb Parlanti is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at BLBB Advisors since 2013. He participates in community activities as an Investment Committee Member for the Overbrook School for the Blind and serves on the Finance Committee of Visitation Blessed Virgin Mary Church. 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 offers a range of risk-based investment strategies, including a Global Macro ETF strategy and an equity covered-call overlay, with a focus on asset allocation and personalized financial planning.

John Trevisan is a financial advisor at Portfolio Medics, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Porto Financial, Vuori, Lumis Consulting, and Trev Customs. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses and charitable organizations. The firm offers customized portfolios utilizing diversified mutual funds, ETFs, stocks, bonds, and independent managers, employing a range of investment strategies tailored to client objectives and risk tolerance.

Christopher Duke is a CFA® charterholder with 14 years of industry experience. He is currently with Choreo, LLC and previously worked at Mass Mutual and Miller Investment Management, LP. Choreo serves a diverse client base, including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence to manage portfolios through various vehicles, including separately managed accounts and private funds.

Robert Podraza is a financial advisor with Prospera Financial Services, Inc., holding a Series 66 designation and 15 years of industry experience. He previously worked at Edward Jones for 10 years before joining Prospera in 2021. Outside of his advisory role, he serves as chairman of the finance committee at St. Matthews Lutheran Church in Perkasie and is a board member of the Upper Bucks Chamber of Commerce. Prospera Financial Services, Inc. is a multi-team firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through over 200 advisors and offers a range of investment advisory and financial planning services utilizing various platforms and portfolio management approaches.

Theodore Moyer is a financial advisor at Gibbs Wealth Management, LLC with 12 years of industry experience. He holds the Series 65 and Series 63 designations and has worked with several firms, including Legacy 360 Financial and Questar Asset Management. In addition to his advisory role, he is an insurance agent with a majority ownership in Legacy 360 Financial LLC. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that uses third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios tailored to clients' financial situations, goals, and risk tolerance.

Najeedah Ghias is a CFP® with six years of industry experience, currently serving at Rockwood Wealth Management, LLC since 2019. She has prior experience at Financial Compass, LLC and CURO Wealth Management. Outside of her advisory role, she volunteers with Savvy Ladies, providing financial guidance to women on budgeting and investing. Rockwood Wealth Management serves individuals, families, trusts, and endowments with comprehensive financial planning and investment management. The firm employs a structured, passive investment approach with globally diversified portfolios and operates a large multi-advisor team from a single office platform.

Patricia Angelozzi is a financial advisor with United Capital Financial Advisors, holding a Series 65 designation and 10 years of industry experience. She has been with United Capital Financial Advisors since 2011. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models developed by an Investment Policy Committee and offers portfolio customization for ESG and faith-based preferences.

Karen Tejkl is a financial advisor at Girard Advisory Services, LLC with 25 years of industry experience. She holds the Series 66 designation and has worked with Girard Advisory Services since 2019, Girard Investment Services since 2000, and Univest Financial Corporation since 1992. Girard Advisory Services, LLC is a fee-only registered investment adviser offering wealth management, financial planning, retirement plan consulting, and related services to individuals, trusts, charitable organizations, and business entities. The firm serves both individual clients, including high-net-worth households, and plan sponsors with a focus on asset allocation, diversification, and tailored portfolios, supported by a proprietary research process and an Investment Committee. Girard is a wholly owned subsidiary of Univest Bank and Trust Co., which allows it to provide integrated banking, trust, brokerage, and insurance services alongside its advisory capabilities.