Michael Geraghty is a CFP® and CFA® with 11 years of industry experience. He is currently with BLBB Advisors and has previously worked at Janney Montgomery Scott and Boenning & Scattergood. BLBB Advisors provides investment management and financial planning services to individuals, trusts, corporations, business owners, pension plans, and non-profit organizations, managing approximately $3.25 billion in client assets. The firm emphasizes asset allocation across nine risk-based investment objectives, utilizing models, individual securities, ETFs, select alternatives, and third-party managers as appropriate.

John Sciarrone is a CFP® and holds a Series 65 license with four years of industry experience. He has been with JFS Wealth Advisors, LLC since 2020 and previously worked in management roles outside the financial industry. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal governments. The firm provides comprehensive wealth management through a structured Financial Goal Plan, utilizes Modern Portfolio Theory in its investment decisions, and offers various services including investment management, fiduciary retirement plan services, tax preparation, and bookkeeping.

Jessica Long is a financial advisor at BLBB Advisors with 17 years of industry experience. She holds a Series 66 designation and previously worked for over a decade at Cornerstone Institutional Investors, LLC and its affiliated entities. BLBB Advisors serves individuals, trusts, corporations, business owners, pension plans, and nonprofits, managing approximately $3.25 billion of client assets. The firm offers tailored investment management and financial planning services with an emphasis on asset allocation and risk-based investment objectives, utilizing a range of investment vehicles and strategies including a firm-supervised Global Macro ETF strategy and an equity covered-call overlay.

Peter Augustine is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes roles at LPL Financial, Wells Fargo Clearing, and WELLS FARGO Advisors, LLC. Augustine provides investment advisory services through Great Valley Advisor Group, an independent investment advisor firm. 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 mix of in-house strategies and third-party managers across various platforms.

Therese O’Connell is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and bringing 21 years of industry experience. She has worked at Great Valley Advisor Group since 2017 and previously held roles at LPL Financial, Securities America Advisors, Securities America, and Augustine Associates. Outside of her advisory work, she serves as a girls high school lacrosse coach. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, employing individualized portfolio construction and ongoing oversight using a combination of in-house strategies and third-party managers.

Christine Pollock is a CFP®-credentialed financial advisor with John Hancock Personal Financial Services, LLC, and has 22 years of industry experience. She has worked with Manulife Asset Management and John Hancock since 2013. Outside of her advisory role, Christine 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 individual clients, trusts, estates, non-profits, and businesses, using technology-assisted processes to deliver written recommendations primarily focused on asset allocation, retirement, and estate planning.

Jennifer Telesca is a financial advisor at XML Financial Group with 25 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Wells Fargo Advisors Financial Network, John Hancock Advisers, and MFC Global Investment Management. XML Financial Group provides investment management, financial planning, retirement plan consulting, and wrap fee programs to a diverse retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates a multi-advisor team model and uses a blend of fundamental and technical analysis, incorporating third-party managers and an internal Investment Committee to tailor portfolios to client needs.

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.

Erik Kalfus is a financial advisor at Main Street Financial Solutions, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial LLC and Hobbs Group Advisors, LLC. Prior to his advisory career, he spent time in full-time education and was associated with Good Life Cafe. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm uses an academic-based, multi-asset class investment approach, combining passive and active strategies while providing fiduciary consulting, wealth management, and retirement plan services.

Thomas Damasco is a CFA® charterholder with 15 years of industry experience. He is currently with LaSalle St. Investment Advisors, L.L.C., where he has worked since 2022. His prior roles include positions at TD Private Client Wealth LLC, TD Bank, N.A., and TD Ameritrade. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and a variety of portfolio management services. The firm employs both active and passive investment strategies across multiple asset classes and is notable for its predominance of non-discretionary asset management and use of co-advisor and fee-sharing arrangements.

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.

Chad Polin is a financial advisor at Kingswood Wealth Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Truist Advisory Services, BB&T Securities, and Key Investment Services. Outside of advising, Polin is an assistant football coach for a high school freshmen team and is involved in volunteer recordkeeping. Kingswood Wealth Advisors provides investment advisory and consulting services to individuals, corporations, pension plans, and other institutional clients. The firm uses an open-architecture approach, tailoring strategies to client objectives and risk tolerance while conducting due diligence on third-party managers and sub-advisors.

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.

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.

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 industry experience. He holds a Series 66 designation and has worked previously at Integrated Financial Services and Newcleus. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporations, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, along with model portfolios that are continuously monitored and rebalanced.

Ricardo Ferreira is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Great Valley Advisor Group and LPL Financial since 2017 and was previously affiliated with The Prudential Insurance Company of America and Pruco Securities. He is also involved with McNamara Financial Group, an affiliated business. Great Valley Advisor Group is a 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, using a combination of in-house strategies and third-party managers across various platforms.

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.