Donald Antonacio is a financial advisor at BCG Securities, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BCG Securities since 2003. BCG Securities serves institutional retirement plans and individual clients, providing portfolio management, financial planning, pension consulting, and wealth management services. The firm focuses on developing or reviewing written investment policy statements and often implements advice on a non-discretionary basis, using third-party managers and various analytical approaches across multiple strategies.

Charles Porter Jr. is a financial advisor with Summit Financial, LLC, holding a Series 66 designation and 20 years of industry experience. He was previously with Canon Capital Investment Advisory for 18 years before joining Summit Financial. In addition to his advisory role, Mr. Porter provides exit planning consulting for business owners through Kaboo Consulting, LLC. Summit Financial, LLC is a multi-team SEC-registered advisory firm with over $26 billion in assets under management. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services for approximately 17,800 clients.

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.

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.

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.

Peter Roland is a CFP® with 35 years of industry experience, currently serving at Summit Financial, LLC since 2024. He has an extensive background in education, teaching at DeSales University since 1991 and Kutztown University since 2016. In addition to his advisory role, he is the founder of a business consulting firm specializing in M&A and exit planning. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets, serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, operating both discretionary and consultative platforms.

Jay Thompson is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked at Great Valley Advisor Group since 2017 and also maintains roles at Newtown Wealth Management Inc. and Thompson Financial Inc. Additionally, Thompson is a fixed insurance and annuity agent with Creative One. 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 combination of in-house strategies and third-party managers.

Todd Feder is a financial advisor at Girard Advisory Services, LLC with 24 years of industry experience. He holds the CFP® and CFA® designations and has worked at firms including The Vanguard Group, Inc. and National Life Group. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers wealth management, financial planning, and retirement plan consulting using a research-driven approach that emphasizes asset allocation and diversification, supported by an Investment Committee and a range of specialized strategies.

Larry Sfinas is a financial advisor with Secure Asset Management, L.L.C. and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 55 years of industry experience and has previously worked at firms including MML Investors Services LLC, Mass Mutual Life Insurance Company, and Securities America, Inc. Outside of his advisory role, he is CEO and salesman of Guardian Academy & Indoor Range, Inc., a gun range and training facility. Secure Asset Management, LLC primarily serves individual clients with personalized financial planning and discretionary investment management, in addition to providing pension consulting for retirement plans. The firm uses a mix of fundamental, technical, and cyclical analysis across various asset classes and often exercises discretionary trading authority, focusing on individual and plan-level consulting rather than traditional corporate clients.

Jonathan Childs is a financial advisor with Great Valley Advisor Group, LLC, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. His work history includes roles at LPL Financial, The Leaders Group Inc, PRUCO Securities, LLC, and The Prudential Insurance Company of America. Childs also manages non-variable insurance businesses alongside his advisory practice. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm employs individualized portfolio construction with ongoing oversight, combining in-house strategies and third-party managers across various platforms.

Nicholas Plawa is a financial advisor at Girard Advisory Services, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Girard Pension Services, LLC, Girard Advisory Services, LLC, and Univest Bank and Trust Co. since 2012. 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, diversification, and tailored portfolios through a proprietary research process and offers a range of strategies, including tax-managed direct indexing and options overlays, supported by an Investment Committee and affiliated financial services.

Robert Flood III is a ChFC® credentialed financial advisor with 41 years of industry experience. He is currently affiliated with BLBB Advisors and has previously worked with The Leaders Group Inc, The Gwynedd Company, and Fidelity Federal Planning Corp. Flood is also the owner and principal of LC Advisor, a business involved in marketing and insurance services. BLBB Advisors provides investment management and financial planning to individuals, trusts, corporations, business owners, pension plans, and nonprofit organizations, managing approximately $3.25 billion in client assets. The firm emphasizes asset allocation using a range of risk-based investment objectives and offers specialized strategies such as a Global Macro ETF strategy and an optional equity covered-call overlay.

Theodore Rhinehart is a financial advisor at JFS Wealth Advisors, LLC with 21 years of industry experience. He holds the Series 66 designation and has been with JFS Wealth Advisors in various capacities since 2016. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm offers comprehensive wealth management and financial planning services, utilizing a written Financial Goal Plan and an internal Investment Committee that applies Modern Portfolio Theory to portfolio allocations.

John Stanojev is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked at Kingswood Wealth Advisors since 2025 and previously spent 15 years with Cadaret, Grant & Co., Inc. Outside of his advisory work, he serves on the development committee of the Pearl S. Buck Foundation, is an adjunct professor at the Community College of Philadelphia, and participates in several community activities including fundraising for the Mercer Museum and organizing local fishing derbies. Kingswood Wealth Advisors serves a diverse client base including retail and institutional investors and provides services such as portfolio management, financial planning, and ERISA plan advisory. The firm employs an open-architecture investment platform, frequently using third-party managers, and integrates insurance-linked account management within its operational model.

L Faulkner is a financial advisor at Girard Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Girard Advisory Services since 2015 and at Girard Investment Services (formerly Univest Investments, Inc.) since 2012. Faulkner also served with the Borough of Perkasie for seven years. 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 employs a proprietary research process and an Investment Committee to tailor diversified portfolios, offering both discretionary and non-discretionary management with specialized strategies and ongoing client oversight.

Daniel Shaifer is a CFP® affiliated with BLBB Advisors and has three years of combined experience in real estate and financial advisory roles. His prior work includes positions at ReMax Realty and Keller Williams Philadelphia. 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 across nine risk-based investment objectives and offers strategies including a Global Macro ETF approach and an equity covered-call overlay.

Rodney Macintyre is a CFP® with 44 years of experience in the financial industry. He has been with StoneX Advisors Inc. since 2015 and StoneX Securities Inc. since 2014. In addition to his advisory role, he is the owner of a life insurance sales business and serves as an agent for fixed annuities with long-term care features. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm offers a range of investment solutions through independent advisors, a private client group, and third-party managers, supported by integrated platforms and comprehensive operational capabilities.

Scott Hynson is a financial advisor with Commonwealth Financial Network in Doylestown, PA, holding a Series 66 designation and 24 years of industry experience. He worked at Axa Advisors, LLC from 2001 to 2020 before joining Commonwealth in 2020. Hynson is a part-owner and member of True North Financial Planning, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, investment management, and compliance support. The firm offers customizable investment solutions and operates as a platform provider supporting affiliated advisors under Commonwealth’s supervision.

Charles Mcglynn is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012. Mcglynn operates under the DBA New Vintage Capital, LLC. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management, financial planning, and retirement consulting services through various platforms and third-party asset managers.