Gerald Burhop is a CFA® charterholder with 29 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1999. In addition to his advisory role, he serves on the boards of two charitable organizations, Women in Transition as Treasurer and Methodist Services/Methodist Home for Children, providing oversight and direction. 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, custom and model portfolios, access to third-party managers, and retirement plan advice, delivering services through a nationwide network of independent advisors and in-house investment management.

Thomas Damasco is a CFA® charterholder with 15 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. since 2022. His prior roles include positions at TD Private Client Wealth LLC, TD Bank, N.A., TD Ameritrade, Merrill, and Ameriprise. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, emphasizing a predominantly non-discretionary asset mix.

Jerry Glasser is a financial advisor with Capital Analysts based in Horsham, PA. He holds a Series 66 designation and has seven years of industry experience. His prior roles include positions at Edward Jones and Lincoln Investment. Glasser also owns Guardian Path Wealth Management LLC, a marketing business related to his Lincoln Investment activities. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Jason Birdwell is a financial advisor with Main Street Financial Solutions, LLC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. His prior roles include positions at SagePoint Financial, Hd Vest Advisory Services, and OSAIC. Main Street Financial Solutions serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach with a focus on mutual funds and low-cost ETFs, while also utilizing independent managers and alternative investment platforms.

Leonard Rizzotti is a CFP®-designated financial advisor with Capital Analysts, based in Horsham, PA, and has 42 years of industry experience. He has been with Lincoln Investment Planning, Inc. for 22 years. Rizzotti serves as a board member for the PSADA Foundation, a nonprofit organization, where he provides investment recommendations for their scholarship mutual fund portfolio without compensation. Capital Analysts serves both retail and institutional clients, including high-net-worth individuals, trusts, foundations, and businesses. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisors, combining discretionary and non-discretionary investment management supported by proprietary research and screening processes.

Aziza El Harre Bey is a financial advisor with Capital Analysts in Fort Washington, PA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her career includes roles at Lincoln Investment, Santander Securities, Santander Bank, and Fidelity Brokerage Services. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and businesses, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Chad Polin is a financial advisor with Kingswood Wealth Advisors, LLC, and holds Series 63 and Series 65 licenses. He has 26 years of industry experience and has previously worked at firms including Truist Advisory Services, LPL Financial, and Cetera Investment Services. Outside of his advisory role, he serves as an assistant football coach for a high school freshman team and is involved in volunteer recordkeeping. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers customized investment advice on both discretionary and non-discretionary bases through an open-architecture platform and integrates insurance-linked account management alongside traditional portfolio management and financial planning services.

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.

Michael Delehanty is a Certified Financial Planner (CFP®) with 39 years of industry experience. He has been with Berthel, Fisher & Company Financial Services, Inc. since 2003. Outside of his primary role, he is involved in financial planning and advisory services through 21st Century Advisors in Princeton, NJ, focusing on fixed insurance products and securities sales. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and other institutional clients. The firm supports approximately 100 independent investment adviser representatives who offer a variety of portfolio management and advisory services across multiple platforms and investment strategies.

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.

Alani Sewell is a financial advisor at Capital Analysts with 17 years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise and Lincoln Investment Planning, Inc. She has been with Lincoln Investment Planning, Inc. since 2009. 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, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

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.

Kyle Webster is a Certified Financial Planner (CFP®) with 13 years of industry experience. He is currently affiliated with Capital Analysts and Lincoln Investment, having previously worked at Ascensus LLC and The Vanguard Group, Inc. Webster is based in Fort Washington, PA. 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, custom and model portfolios, access to third-party managers, and retirement plan advice through a nationwide network of independent advisors and firm-managed programs.

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.

Richard Pearson Jr. is a financial advisor at Simplicity Wealth with over 18 years of experience in the industry. He holds a Series 66 designation and has worked at Integrated Financial Services and Newcleus prior to joining Simplicity Wealth and Simplicity Investments in 2026. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational support for other advisers.

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.

Gregory Dupee is a financial advisor at Aegis Capital Corp. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Janney Montgomery Scott for ten years. Outside of his advisory role, he serves as Secretary of the Board for the Camp Fire Conservation Fund, a nonprofit organization focused on conservation issues. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options across multiple managed account programs and supports trade execution, clearing, custody, and reporting services.

Steven Harrigan is a financial advisor at Regal Investment Advisors LLC with six years of industry experience. He holds a Series 65 designation and has worked with Regal since 2019. Prior to that, he was associated with American Senior Advisors for sixteen years, where he also served as an insurance agent. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers, serving their individual, high-net-worth, and corporate clients through a sub-advisory platform managing approximately $2.88 billion across proprietary and third-party strategies.

Christopher Tamagno is a financial advisor with Great Valley Advisor Group, LLC in Newtown, PA, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at Great Valley Advisor Group since 2015 and has also been affiliated with LPL Financial since 2009. Tamagno is involved in insurance-related activities, including long-term care insurance. 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 and financial planning, emphasizing individualized portfolio construction and ongoing oversight through a blend of in-house strategies and third-party managers.