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.

Michael Cianci is a CFP® professional with 21 years of industry experience, currently serving with StoneX Advisors Inc. since 2018. He has prior experience with Stonex Securities Inc. and most recently with IM Wealth Partners. Outside of financial advising, Cianci serves as an online adjunct professor and works as a basketball official. StoneX Advisors Inc. provides portfolio management, financial planning, 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 affiliated clearing and custody operations.

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.

Robert Dusek III is a Series 65-licensed advisor with Rockwood Wealth Management, LLC in New Hope, PA, and has one year of industry experience. Prior to joining Rockwood, he worked at the Royal Bank of Canada and has experience in education. He serves as a board member of the New Hope Auto Show. Rockwood Wealth Management serves individuals, families, and related entities by providing financial planning, wealth management, and investment management through personalized consultations and tailored portfolios. The firm uses a passive investment philosophy centered on market efficiency and diversified global allocations, primarily employing mutual funds, ETFs, and Dimensional Fund Advisors strategies.

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.

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.

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 at CW Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Chb Investment Group, LLC and Wells Fargo Advisors. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, pension plans, and corporations. The firm employs a core-and-satellite investment strategy combining active, passive, quantitative, and ESG approaches, utilizing both third-party and internally managed strategies.

Stephen Ference Jr. is a financial advisor at StoneX Advisors Inc. with 10 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at StoneX Advisors since 2017. He also assists with financial advising at IM Wealth Partners. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses a combination of independent advisors and in-house teams, employing proprietary and third-party investment solutions across multiple platforms.

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.

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. Outside of his advisory role, he serves as chairman of the finance committee at St. Matthews Lutheran Church in Perkasie and is a board member of the Upper Bucks Chamber of Commerce. Prospera Financial Services, Inc. is a multi-team firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through over 200 advisors and offers a range of investment advisory and financial planning services utilizing various platforms and portfolio management approaches.

Najeedah Ghias is a CFP® with six years of industry experience, currently serving at Rockwood Wealth Management, LLC since 2019. She has prior experience at Financial Compass, LLC and CURO Wealth Management. Outside of her advisory role, she volunteers with Savvy Ladies, providing financial guidance to women on budgeting and investing. Rockwood Wealth Management serves individuals, families, trusts, and endowments with comprehensive financial planning and investment management. The firm employs a structured, passive investment approach with globally diversified portfolios and operates a large multi-advisor team from a single office platform.

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.

Karen Tejkl is a financial advisor at Girard Advisory Services, LLC with 25 years of industry experience. She holds the Series 66 designation and has worked with Girard Advisory Services since 2019, Girard Investment Services since 2000, and Univest Financial Corporation since 1992. Girard Advisory Services, LLC is a fee-only registered investment adviser offering wealth management, financial planning, retirement plan consulting, and related services to individuals, trusts, charitable organizations, and business entities. The firm serves both individual clients, including high-net-worth households, and plan sponsors with a focus on asset allocation, diversification, and tailored portfolios, supported by a proprietary research process and an Investment Committee. Girard is a wholly owned subsidiary of Univest Bank and Trust Co., which allows it to provide integrated banking, trust, brokerage, and insurance services alongside its advisory capabilities.

Karen Latourette is a financial advisor at Girard Advisory Services, LLC with 41 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Girard Advisory Services since 2020, following nearly two decades at SEI Investments Distribution Co. 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 and diversification, using a proprietary research process and offering a range of investment strategies including tax-managed direct indexing and options overlays, supported by its status as a wholly owned subsidiary of Univest Bank and Trust Co.

Timothy Williams is a Series 66-credentialed financial advisor with 22 years of industry experience. He has worked at Merit Financial Advisors since 2026 and previously held roles at Wealth Enhancement Advisory Services, LPL Financial, and Pacific Life Insurance, among others. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach supported by an internal Investment Management team and various customizable portfolio options.

Joseph Smith is a financial advisor at Girard Advisory Services, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Girard Advisory Services since 2016, following two years at Univest Bank & Trust Co. 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 employs a proprietary research process and an Investment Committee to tailor diversified portfolios, using a range of investment vehicles and specialized strategies, and benefits from its corporate affiliation with Univest Bank and Trust Co., which supports a broad range of financial services.