Patrick Sabol is a CFP® with 10 years of industry experience. He has worked at Facet Wealth since 2019, previously holding roles at Traphagen Investment Advisors LLC, Univest Corporation of Pennsylvania, and Girard Partners. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, serving a range of households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations with a focus on ETFs and uses technology-driven processes, including machine-learning algorithms, to provide tax-optimized portfolio implementation and ongoing account management.

William Weber is a financial advisor with Capital Analysts in Bethlehem, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has spent 15 years with Lincoln Investment Planning and previously worked at Wells Fargo Clearing. Outside of his advisory role, he has been involved with She Said Sunday since 2007. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Victoria Peters is a financial advisor with Latitude Advisors, LLC, holding Series 65 and Series 63 licenses and 12 years of industry experience. She has worked at GWN Securities Inc. and Serfass and Serfass, P.C. in addition to her current role. Outside of finance, she is involved in furniture refurbishing and resale, operates an Etsy shop creating digital templates, and runs an email subscription service focused on motherhood topics. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients, offering financial planning, discretionary portfolio management, and pension consulting. The firm employs a range of model strategies that combine client goals with tactical and quantitative approaches and provides continuous portfolio monitoring and rebalancing.

Bruce Freeston is a CFP® professional with 12 years of experience in financial advising. He has worked at Girard Advisory Services, LLC since 2019 and has been employed by Univest Bank and Trust Co. since 2007. His earlier experience includes five years at Vanguard Advisers. 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 offers wealth management, financial planning, and retirement plan consulting, emphasizing asset allocation and diversification through a proprietary research process and an Investment Committee.

Martin Lang is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and 25 years of industry experience. He has been with Latitude Advisors since 2009 and also maintains a CPA practice at Lang, Faylor, Chomo & Company P.C. Outside of his advisory and accounting roles, Lang serves as president of the Sights for Hope Endowment Foundation, a nonprofit organization. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Nathan Emrick is a Series 66 registered financial advisor with New Edge Wealth, where he has worked since 2024. He has six years of industry experience, including four years with Morgan Stanley. Emrick serves as Investment Committee Chairman and is a member of the Board of Trustees for Good Shepherd Rehabilitation Network. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, and institutional clients, offering wealth strategy, portfolio management, and institutional consulting. The firm combines independent managers, model strategies, and proprietary investment solutions, supplemented by AI-assisted analytics, to tailor portfolios for its clients.

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.

Jonathan Sliney is a financial advisor at Capital Analysts with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at State Street Bank & Trust and State Street Global Advisors in various roles. In addition to his advisory duties, he serves as Managing Director of T & S Advisors, where he manages payroll operations. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

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.

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. In addition to his advisory role, Mr. Podraza serves as chairman of the finance committee at St. Matthews Lutheran Church in Perkasie, PA, and is a member of the board of directors for the Upper Bucks Chamber of Commerce. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Marilee Falco is a financial advisor at CW Advisors, LLC with 15 years of industry experience. She holds the CFP® and ChFC® designations and has previously worked at Agili, P.C. and LPL Financial. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, charitable organizations, and pension plans, offering wealth management, financial planning, retirement plan advisory, and family-office services through a Core-and-Satellite investment framework that integrates active, passive, quantitative, and ESG strategies.

Theodore Moyer is a financial advisor at Gibbs Wealth Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Legacy 360 Financial and Questar Asset Management. In addition to his advisory role, he is a 51% owner and insurance agent at Legacy 360 Financial LLC. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios tailored to clients’ financial situations, goals, and risk tolerance.

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.

Karen Latourette is a financial advisor at Girard Advisory Services, LLC with 41 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Girard Advisory Services since 2020, following nearly two decades at SEI Investments Distribution Co. 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, using a proprietary research process and offering a range of investment strategies including tax-managed direct indexing and options overlays, supported by its status as a wholly owned subsidiary of Univest Bank and Trust Co.

Joseph Smith is a financial advisor at Girard Advisory Services, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Girard Advisory Services since 2016, following two years at Univest Bank & Trust Co. 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 employs a proprietary research process and an Investment Committee to tailor diversified portfolios, using a range of investment vehicles and specialized strategies, and benefits from its corporate affiliation with Univest Bank and Trust Co., which supports a broad range of financial services.

Ricardo Ferreira is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has worked with firms including LPL Financial and PRUCO Securities. Ferreira is also involved in McNamara Financial Group, a non-variable insurance business. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers a range of investment management and financial planning services, emphasizing individualized portfolio construction and ongoing oversight through both in-house and third-party strategies.

Craig Wisner is a financial advisor at Exodus Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Prosperity Wealth Management, Inc., Fortune Financial Services, Inc., and The Paragon Alliance Group. He is also employed full-time as a Business Development Coordinator at The Paragon Alliance Group, a third-party administrator focused on retirement plans in a non-investment capacity. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, consulting, and referrals to third-party money managers. The firm manages discretionary portfolios using a range of investment strategies and emphasizes tailored account supervision and ongoing due diligence.

Roberta Kessler is a financial advisor with Girard Advisory Services, LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has worked at Girard Advisory Services since 2015 and at Girard Investment Services, formerly Univest Investments, since 2012. 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, pension plans, and business entities. The firm employs a proprietary research process and an Investment Committee to tailor diversified portfolios, using a variety of investment vehicles and strategy-specific approaches, and benefits from its affiliation with Univest Bank and Trust Co., allowing it to offer a broad range of financial services.

Daniel Nigito is a CFP® with 40 years of industry experience, currently affiliated with SEIA. His prior roles include positions at Cedar Brook Financial, Cadaret, Grant & Co., Inc., Mercap Advisors, Inc., and Market Street Financial Advisors, LLC. He also owns and operates American Philanthropic Advisors, LLC, a charitable trust design and administration firm. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a combination of strategic and tactical investment approaches, offering a range of portfolio management and financial planning services, with a notable emphasis on non-discretionary management.

Jeffrey Donohue is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with Great Valley Advisor Group since 2014 and LPL Financial since 2011. He also sells health, life, disability, and fixed annuities as a sole proprietor. 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 ongoing oversight, utilizing both in-house strategies and third-party managers across various platforms.