Augustine Repetto is a CFP® with 23 years of industry experience. He has been with HBKS Wealth Advisors since 2017 and previously worked at Locust Capital Management LLC for 12 years. Outside of his advisory role, he serves as a board member for Studio Incamminati, an art school in Philadelphia. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm uses a variety of strategies and proprietary model portfolios, managing accounts on a discretionary basis while providing additional services through a network of affiliated businesses.

Mitchell Bednoff is a financial advisor at Sage Financial Group Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sage Financial Group since 1997. Sage Financial Group serves individuals, pension and profit-sharing plans, business entities, trusts, and private fund investors, offering investment management, financial planning, and family office services. The firm’s approach emphasizes fundamental analysis and a long-term purchase orientation, and it uniquely serves as adviser to affiliated private pooled real-estate funds, employing performance-based compensation structures.

Lisa Buono is a financial advisor at Girard Advisory Services, LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various related firms including Girard Pension Services, TCG Investment Advisory, and Girard Investment Services. 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 focuses on asset allocation, diversification, and tailored portfolio solutions through a proprietary research process and an Investment Committee, offering a range of strategies including tax-managed direct indexing and options overlays. Girard is a wholly owned subsidiary of Univest Bank and Trust Co., enabling access to integrated banking, trust, brokerage, and insurance services.

Christopher Yoder is a financial advisor at Ethos Financial Group, LLC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Almanack Investment Partners, JFS Wealth Advisors, LLC, and Ameriprise Financial Services, Inc. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering investment management and financial planning services. The firm utilizes model portfolios and a Core Allocation strategy focused on diversified, risk-conscious investments across various vehicles, supported by third-party research and operational AI tools.

Ada Lubanski is a CFP® professional with eight years of industry experience. She has worked at BLBB Advisors since 2018 and previously at Glenmede Trust Company from 2015 to 2018. BLBB Advisors serves individuals, trusts, corporations, business owners, pension plans, and nonprofit organizations, managing approximately $3.25 billion in client assets primarily on a discretionary basis. The firm offers personalized financial planning and portfolio management across a range of risk-based investment objectives, incorporating models, individual securities, ETFs, alternatives, and third-party managers.

Jennifer Strawser is a financial advisor with Girard Advisory Services, LLC, holding a Series 65 designation and six years of industry experience. She has worked at Girard Advisory Services since 2019 and has been with Univest Bank and Trust Co. since 2005. 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 focuses on asset allocation, diversification, and tailored portfolios, employing a proprietary research process and an Investment Committee to manage a large-cap stock list and various investment strategies. As a wholly owned subsidiary of Univest Bank and Trust Co., Girard Advisory Services offers integrated banking, trust, brokerage, and insurance services alongside its wealth management and retirement plan consulting.

Brian Dobisch is a financial advisor at Blackridge Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Concourse Financial Group Securities Inc for over 16 years before joining Blackridge. In addition to his advisory role, he is a licensed insurance agent selling life and health insurance. Blackridge Asset Management provides personalized financial planning, asset management, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and small businesses. The firm employs a client-driven investment process with a multiphase due diligence approach and offers both discretionary and non-discretionary portfolio management through various custodians.

Glenn Cohen is a financial advisor at Merit Financial Advisors with over 26 years of industry experience. He holds a Series 66 designation and has previously worked at Commonwealth Financial Network and HD Vest Advisory Services. In addition to his advisory role, he owns a CPA firm that provides accounting and tax services for businesses and individuals. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by an investment committee, while allowing advisors flexibility in portfolio management.

Ryan Tomkinson is a CFP® and ChFC® with 18 years of industry experience, currently serving as a financial advisor at Nations Financial Group, Inc. since 2019. Prior to this, he worked at Wells Fargo Advisors Financial Network LLC for nine years. Outside of his advisory role, he is involved with the Merion Fire Company as a board member and finance chair. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios combined with outside managers to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Jake Pinto is a CFP® with nine years of industry experience, currently serving at McAdam LLC since 2016. His prior work includes a two-year period at Purshe Kaplan Sterling Investments and a year as a day trader. McAdam LLC provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm typically manages client portfolios on a discretionary basis, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and specialized exposures such as direct indexing and private investment funds.

Pawel Durka is a financial advisor at Girard Advisory Services, LLC with seven years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Girard Advisory Services in 2018, he worked at SEI Investments from 2014 to 2018. Girard Advisory Services is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers wealth management, financial planning, and retirement plan consulting with an emphasis on asset allocation, diversification, and tailored portfolios through a proprietary research process and an Investment Committee.

Patrick Gano is a financial advisor at HBKS Wealth Advisors with 13 years of industry experience. He has previously worked at Liberty Partners Financial Services, Fiduciary Advisors, and Professional Capital Services. Gano holds Series 63 and Series 65 licenses. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm uses tailored portfolios managed on a discretionary basis through proprietary models and multiple platform arrangements, providing a broad range of investment strategies without specializing in any single area.

Karen Mcintyre is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Wescott Financial Advisory Group LLC since 2013. She is based in Harleysville, PA. Wescott Financial Advisory Group LLC 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 employs an open-architecture, multi-manager investment approach that combines passive and active strategies with a tax-sensitive, disciplined process tailored through individualized Investment Policy Statements.

Andrew Shapowal is a PFS™ credentialed financial advisor at Summit Financial, LLC with three years of industry experience. His prior roles include positions at Canon Capital Investment Advisory, Canon Capital CPA, and Pritchard, Bieler, Gruver & Willison, P.C. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches tailored to client needs.

Danielle Ives is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Great Valley Advisor Group and LPL Financial since 2015. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing both in-house strategies and third-party managers across various platforms.

Joshua Godick is a Series 65 licensed advisor with McAdam LLC in Radnor, PA, where he has worked since 2017. He has eight years of industry experience and previously worked with Citizens for Rich Negria and Equality Pennsylvania. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client portfolios on a discretionary basis, using a range of investment vehicles and incorporating specialized exposures such as direct indexing and private investment funds.

David Barol is a CFP® and ChFC® with 32 years of industry experience. He is currently with CreativeOne Securities, LLC and has previously worked at Securities America Advisors, Questar Asset Management, and Lincoln Financial Advisors. Outside of his advisory work, he hosts the podcast "Bridge to Knowledge by David Barol" and is involved in book publishing through Bala House Publishing. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management and offers a variety of financial services including fiduciary retirement-plan support and access to third-party manager programs.

Luisa Sorkness is a CFP®-certified financial advisor with five years of industry experience. She is currently with Girard Advisory Services, LLC, where she has worked since 2023. Her prior experience includes roles at The Vanguard Group, Inc. and Walmart. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes asset allocation and diversification, using a proprietary research process and a range of investment strategies, while also leveraging affiliated entities to offer banking, brokerage, and insurance services.

Thomas Holt Jr. is a CFA® charterholder with 24 years of industry experience. He is a principal at Legacy Advisors, LLC and has been affiliated with both Legacy Advisors and M HOLDINGS SECURITIES, Inc. for over 20 years. Legacy Advisors, LLC is a registered investment adviser managing approximately $4.18 billion in client assets. The firm serves pension and corporate retirement plans, charitable organizations, and individual investors by providing portfolio management, financial planning, and retirement plan consulting, combining multiple analysis techniques with manager monitoring and offering both discretionary and non-discretionary management.

Joseph Hidalgo is a financial advisor with Creative Financial Designs, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, and has 23 years of industry experience. He has been with Creative Financial Designs since 2008 and also operates Hidalgo Financial Services and CFD Investments Inc. Additionally, he works as an independent insurance agent. Creative Financial Designs serves individual (including high-net-worth) clients, charitable organizations, corporate and business clients, and employer retirement plans with investment management and financial planning services. The firm’s investment approach includes asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.