Kathryn Kuzo is a financial advisor at Capital Analysts with 26 years of industry experience. She holds a Series 66 designation and has worked with Lincoln Investment Planning, Inc. for 20 years. Outside of her advisory role, she serves as the director and a board member of Itty Bitty Kitty, Inc., a nonprofit organization where she organizes events and manages accounting. Capital Analysts serves a diverse client base including retail and institutional investors, offering portfolio management, custom model portfolios, and retirement-plan advice. The firm combines discretionary investment management by an in-house team with advisor-managed strategies and emphasizes fiduciary responsibilities for retirement and tax-advantaged accounts.

Jay Thompson is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Great Valley Advisor Group since 2017 and previously at Newtown Wealth Management Inc. for 10 years. He is also involved with Thompson Financial Inc. and serves as 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, emphasizing individualized portfolio construction and ongoing oversight through 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.

Jonathan Childs is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 designations and 12 years of industry experience. His prior roles include positions at LPL Financial, The Leaders Group Inc, PRUCO Securities, LLC, and The Prudential Insurance Company of America. Childs is involved in non-variable insurance services through various affiliated entities. 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, emphasizing individualized portfolio construction and ongoing oversight using a blend of in-house strategies, third-party managers, and sponsored platforms.

Gulam Fazel is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Asset & Income Protection, LLC and the Society of Financial Awareness (SOFA). He also manages a tax preparation business, USA Tax & Income Planning. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset-allocation process and integrates alternative investments, including private and non-liquid strategies, through a network of independent investment adviser representatives.

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.

James Faylor is a financial advisor at Latitude Advisors, LLC with 25 years of industry experience. He holds a Series 63 designation and has been with Latitude Advisors since 2009. In addition to his advisory role, he is a CPA at Lang, Faylor, Chomo & Company, P.C., where he prepares tax and financial statements. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients with services including financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs valuation-driven and momentum-based multi-asset model strategies, managing the majority of accounts on a discretionary basis with continuous monitoring and rebalancing.

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.

Jennifer Pieson is a financial advisor at CW Advisors, LLC with a Series 65 designation and over 20 years of industry experience. She previously worked at Agili for 21 years before joining CW Advisors in 2024. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a variety of clients, including individuals, families, trusts, estates, and organizations, offering wealth management, financial planning, retirement plan advisory, and family-office services, utilizing a Core-and-Satellite investment approach across multiple asset classes.

Monica Dougherty is a financial advisor at New Edge Wealth with six years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley Smith Barney LLC and J O Hambro Capital Management. Outside of her advisory role, she assists as a studio experience team member at a Philadelphia yoga studio. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, offering tailored portfolio management and integrating AI-assisted analytics alongside adviser judgment.

Arthur Smith is a financial advisor with Capital Analysts based in Bethlehem, PA. He holds Series 63 and Series 65 designations and has 21 years of industry experience. Prior to joining Capital Analysts, he worked at Lincoln Investment Planning, LLC, LPL Financial, QNB Bank, and Investment Professionals Inc. Outside of his advisory role, he manages a short-term rental business, including hosting and maintaining a sailboat for overnight stays in Key West. Capital Analysts serves retail and institutional clients, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm employs both discretionary and non-discretionary investment management supported by an in-house research team using a proprietary mutual fund screening process, and it maintains institutional relationships to support its investment and sweep products.

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.

Eric Dorman is a CFP® with 34 years of industry experience. He is currently affiliated with OneAscent Financial Services LLC and has prior experience at Stonex Advisors Inc. and Purshe Kaplan Sterling Investments. He serves on the board of Bloom for Women, a faith-based nonprofit charity supporting survivors of abuse. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, consulting, and back-office support for other RIAs.

Rodney Macintyre is a CFP® with 45 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. He has worked with StoneX Advisors since 2015 and previously spent 11 years at Wrp Investments, Inc. Outside of his advisory role, he owns and operates a life insurance sales business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting services. The firm offers a range of investment solutions through independent advisors and in-house teams, utilizing multiple platforms and third-party managers.

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.

Mathew Parsons is a financial advisor with Private Advisor Group, LLC in Allentown, PA, holding Series 65 and Series 63 credentials and 10 years of industry experience. His prior work includes roles at LPL Financial and Citizens Securities, Inc. Parsons provides investment advisory services exclusively through Private Advisor Group, an independent registered investment advisor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model that leverages technology platforms and both third-party and proprietary strategies to meet client goals.

Duane Peoples is a financial advisor with Commonwealth Financial Network based in Allentown, PA. He holds the CFP® designation and has 15 years of industry experience. Prior to joining Commonwealth and founding Peoples & Co Private Wealth Stewardship, he spent eight years with Morgan Stanley and Morgan Stanley Private Bank. Peoples has been involved with Cedar Crest College since 2013. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports advisors with operations, technology, investment management, and compliance while offering various discretionary and non-discretionary investment solutions.

Brian Cressman is a financial advisor with Key Investment Services LLC, holding Series 66 and Series 63 designations and two years of industry experience. He has previously worked at KeyBank and Mariner Finance Company. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm employs a multi-provider model combining portfolio management and model-based advisory products, with a notable integration of affiliates such as KeyBank and KeyBanc Capital Markets.

Diana Colahan is a CFP®-certified financial advisor with 22 years of industry experience. She has been with Private Advisor Group, LLC since 2013 and has also worked with LPL Financial since 2008. In addition to her advisory role, she provides administrative support to Pinnacle Advisor Group, an independent investment advisor firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while providing clients access to proprietary and third-party managed account solutions.