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® 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.

Christine Pollock is a CFP® and Series 66 licensed advisor with 23 years of industry experience. She is affiliated with John Hancock Personal Financial Services, LLC and has worked at Manulife Asset Management and Merrill. Outside of her financial advisory work, she is a certified yoga teacher and teaches classes at local studios in Newtown, PA. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a diverse client base including individuals, trusts, estates, non-profits, and businesses. The firm utilizes technology-driven, generally framed financial plans reviewed by advisers, supporting both high-net-worth and non-high-net-worth clients.

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 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.

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 financial advisor at Rockwood Wealth Management, LLC, holding a Series 65 credential with two years of industry experience. Prior to joining Rockwood Wealth Management, he worked at the Royal Bank of Canada and has a background that includes teaching positions at Rutgers University and The Pennington School. He serves as a board member of the New Hope Auto Show. Rockwood Wealth Management provides financial planning, wealth management, and investment management services to individuals, families, and related entities. The firm employs a passive investment approach focused on global diversification and primarily uses mutual funds, ETFs, and Dimensional Fund Advisors strategies within a multi-advisor, fee-only structure.

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.

Matthew Mehring is a CFP® and CFA® charterholder at BLBB Advisors with three years of industry experience. He previously worked at Glenmede Trust and Boenning & Scattergood. 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 through risk-based investment objectives and offers strategies including a Global Macro ETF approach and an equity covered-call overlay.

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.

Christopher Brashier is a financial advisor with CW Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors, where he worked for over two decades, as well as at Chb Investment Group, LLC. CW Advisors, LLC is a multi-team firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base, including high-net-worth individuals, trusts, charitable organizations, and business entities. The firm uses a Core-and-Satellite investment approach with a blend of active, passive, quantitative, and ESG strategies, supported by centralized investment oversight and integrated services through its affiliation with the larger Osaic corporate group.

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. 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.

Theodore Moyer is a financial advisor with Gibbs Wealth Management, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at 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 interest 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 utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios tailored to clients’ financial situations, goals, and risk tolerances.