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.

Gerald Burhop is a CFA charterholder and financial advisor at Capital Analysts with 29 years of industry experience. He has been with Lincoln Investment Planning, Inc. for 27 years. He serves as board member and treasurer for the charitable organization Women in Transition and is also a board member for Methodist Services/Methodist Home for Children. Capital Analysts provides investment advisory services to retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Christopher Reazor is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Santander Securities and Santander Bank since 2018 and previously held roles at The Prudential Insurance Company of America and Pruco Securities LLC. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party model managers and centralized implementation.

Michael Cianci is a CFP® with 21 years of industry experience, currently affiliated with StoneX Advisors Inc. since 2018. His prior roles include positions at Stonex Securities Inc. and IM Wealth Partners. Outside of financial advising, he serves as an online adjunct professor and works as a basketball official. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm employs a range of investment strategies through independent advisors, proprietary models, and third-party money managers, supported by integrated clearing and custody services within the StoneX Group.

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 at Capital Analysts with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Lincoln Investment. Glasser is also the owner of Guardian Path Wealth Management LLC, a marketing business unrelated to securities trading. Capital Analysts serves retail and institutional clients, including high-net-worth investors and charitable organizations, providing portfolio management and retirement-plan advice through a network of independent advisors and firm-managed programs. The firm employs a proprietary mutual fund screening process and offers both discretionary and non-discretionary investment management options.

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.

Leonard Rizzotti is a CFP® with 42 years of industry experience, currently serving at Capital Analysts and previously affiliated with Lincoln Investment Planning, Inc. for over two decades. He is a board member of the PSADA Foundation, a nonprofit organization where he provides investment recommendations for a scholarship mutual fund portfolio on a volunteer basis. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm offers portfolio management, customized and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Aziza El Harre Bey is a financial advisor with Capital Analysts, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has worked at Lincoln Investment since 2019 and has prior experience with Santander Securities, Santander Bank, Fidelity Brokerage Services, and as a self-employed advisor. Capital Analysts serves a diverse client base including retail and institutional investors, providing 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. The firm combines discretionary investment management by its in-house team with non-discretionary services via advisors and third-party managers.

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.

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.

Alani Sewell is a financial advisor at Capital Analysts with 17 years of industry experience. She holds the Series 66 designation and has worked at Lincoln Investment Planning, Inc. since 2009, following a year at Ameriprise. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management through both discretionary and non-discretionary approaches, utilizing an in-house investment management and research team and offering access to third-party managers.

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.

Stephen Ference Jr. is a financial advisor with Stonex Advisors Inc. and IM Wealth Partners, holding Series 63, 65, and 66 licenses and bringing 10 years of industry experience. He has worked with StoneX Securities Inc. since 2016 and has prior experience at Cetera Wealth Services and MSI Financial Services. Outside of his advisory roles, he assists with investment and insurance business activities through IM Wealth Partners. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm offers both discretionary and non-discretionary solutions through independent advisors and an in-house Private Client Group, utilizing proprietary and third-party model portfolios with platforms like Envestnet and Advyzon.

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 CFP® certificant with 13 years of industry experience, currently serving as a financial advisor at Capital Analysts in Fort Washington, PA. His career includes roles at The Vanguard Group and Ascensus LLC before joining Capital Analysts and Lincoln Investment in 2020. 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.

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.