Joseph Benner is a CFP® professional with 20 years of experience in the financial services industry. He is affiliated with Girard Advisory Services, LLC and has worked with related firms including Girard Investment Services, LLC and Univest Bank and Trust Co since 2015. Girard Advisory Services, LLC is a fee-only registered investment adviser that offers wealth management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth households and plan sponsors, emphasizing asset allocation and diversification through a proprietary research process and an Investment Committee that manages a focused list of large-cap stocks.

Timothy Bolinski is a CFP® professional with 12 years of industry experience. He has worked at CliftonLarsonAllen Wealth Advisors, LLC since 2018 and previously at Janney Montgomery Scott from 2015 to 2018. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.

Christopher Surrichio is a CFA® charterholder with 23 years of experience in the financial industry. He is affiliated with Capital Analysts and has worked at Lincoln Investment since 2012. Surrichio has been associated with Capital Analysts Incorporated since 2002. Capital Analysts serves a diverse range of clients including individuals, 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 advisors and its internal Investment Management & Research team.

Manish Upadhyay is a financial advisor at JFS Wealth Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations and has been with JFS Wealth Advisors since 2016. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm offers comprehensive wealth management, investment advisory, and financial planning services, utilizing a written Financial Goal Plan and an internal Investment Committee that applies Modern Portfolio Theory to portfolio allocations.

Michael Koerick is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Capital Analysts and Lincoln Investment, where he has worked since 2020. Prior to his advisory career, he was involved with 3Step Sports LLC, working in sports videography and sales. Capital Analysts serves retail and institutional clients, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and ERISA/403(b) retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Matthew Hellebusch is a financial advisor at Portfolio Medics, LLC with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at firms such as Fidelity Federal Planning Corp and New York Life Insurance Co. In addition to his advisory work, he is an independent insurance agent and benefits advisor through his firm, Hellebusch Financial Solutions, LLC, providing insurance services including annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm offers customized portfolio management using diversified mutual funds, ETFs, individual stocks, bonds, and access to independent managers, employing a mix of fundamental, technical, and cyclical analysis.

Eric Long is a CFP® professional with 22 years of industry experience. He is currently with Independence Square Holdings, LLC, where he has worked since 2019. His prior experience includes roles at Private Advisor Group, LLC, LPL Financial, LLC, and Ameriprise. Independence Square Holdings serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, pension consulting, and ERISA advisory services. The firm employs a multi-team approach and offers customized portfolios, model portfolios, and third-party solutions, utilizing digital platforms and alternative investments to support client strategies.

Rand Siegel is a financial advisor at Bison Wealth, LLC with seven years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Bison Wealth, he worked at Key Investment Services LLC and Key Bank. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm focuses on outcome-oriented, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies, and offers services such as financial planning, portfolio management, and ERISA retirement plan support.

Edward Barnes is a financial advisor at BLBB Advisors with 28 years of industry experience. He holds a Series 65 license and has previously worked at The Gwynedd Company for 24 years before joining BLBB in 2019. BLBB Advisors provides investment management and financial planning 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 and offers a range of risk-based investment objectives, employing models, individual securities, ETFs, select alternatives, and third-party managers as appropriate.

Stephen Clubb is a financial advisor at IAMS Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing, Delaware Valley Advisors, and Minnesota Life Insurance Company. He is also an independent insurance agent specializing in life, health, disability, long-term care, and annuities. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily uses discretionary portfolio management tailored to client objectives and risk tolerances, employing proprietary and third-party model portfolios along with an asset-allocation approach.

Michael Mcconahy is a financial advisor with Ethos Financial Group, LLC, holding a Series 66 designation and 17 years of industry experience. Prior to joining Ethos in 2022, he worked at Almanack Investment Partners and MerCap Securities, LLC. Outside of his advisory role, he serves as a board member and treasurer for a nonprofit coffee shop supporting disadvantaged youth and is a 50% owner of an insurance agency. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, providing investment management, financial planning, estate planning, and insurance consulting. The firm uses diversified, risk-conscious model portfolios and combines index-based exposures, supplementing its process with third-party research and AI tools for operational support.

Sean Buchanan is a financial advisor with Great Valley Advisor Group, LLC in Doylestown, PA, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His previous roles include positions at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors. Buchanan provides investment advisory services through Great Valley Advisor Group, an independent investment adviser firm. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing both in-house strategies and third-party platforms with regular due diligence and portfolio oversight.

John Cole is a financial advisor at Accelerate Retirement with eight years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Sapers & Wallack, Lion Street Financial, Lion Street Advisors, and John Hancock. Outside of finance, he spent ten years working at Oakley Country Club. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm uses a primarily long-term allocation strategy with customized portfolios composed of mutual funds, ETFs, individual securities, and occasional covered options.

Thomas Walls is a financial advisor with Lombard Advisers Incorporated in Plymouth Meeting, PA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Lombard Advisers since 2000 and has prior experience with North American Life Assurance Co and Mutual of New York dating back to the early 1980s. Outside of his advisory role, he operates Thomas Walls & Associates for tax purposes. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary programs and uses a combination of fundamental, technical, charting, and cyclical analysis to construct and monitor portfolios.

Matthew Lugar is a CFP® professional with 16 years of industry experience. He is currently with Kathmere Capital Management, LLC and has previously worked at TGS Financial Advisors, SEI Investments, Infosys, and Vanguard. Kathmere Capital Management, LLC offers investment management, financial planning, family office services, and retirement plan consulting to both individual clients, including high-net-worth individuals, and institutional sponsors. The firm employs a top-down, model-portfolio approach emphasizing ETFs and no-load mutual funds while allowing for individual securities and private fund investments, with client oversight and routine rebalancing.

Richard Catanese is a financial advisor at Independence Square Holdings, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Private Advisor Group, LPL Financial, and Wells Fargo Clearing. Independence Square Holdings serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, and pension consulting. The firm operates as a multi-team adviser utilizing customized and model portfolios alongside third-party solutions, and it offers access to alternative investments and digital platform services.

Angela Yang is a CFA® charterholder with two years of industry experience. She is currently with Girard Advisory Services, LLC and has prior experience at Univest Bank, TD Bank, and Firstrust Bank. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, retirement plan consulting, and related services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both individual clients and plan sponsors, emphasizing asset allocation, diversification, and tailored portfolios through a proprietary research process and specialized strategies.

Francis Haas Jr. is a financial advisor with Jacobi Capital Management, LLC, holding Series 63 and Series 66 designations and 27 years of industry experience. His prior roles include positions at LPL Financial, Renaissance Investment Consultants Holding Company, and Williams Financial Group. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts on a limited discretionary basis, combining fundamental security analysis with a multidisciplinary “fusion” approach. The firm offers portfolio management, financial planning, and consulting services, utilizing tactical and opportunistic strategies alongside an advisor-enhanced algorithmic program with automated tax harvesting.

Charlou Peterson is a financial advisor at 49 Financial with Series 65 and Series 63 credentials. Peterson has held positions at TIFF Investment Management, Ascensus, The Vanguard Group, and other firms, accumulating several years of industry-related experience. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and both discretionary and non-discretionary investment management. The firm emphasizes disciplined, long-term diversified asset allocation using a model that integrates fundamental, cyclical, technical, and behavioral analysis.

Thomas McManus is a CFP® professional with 34 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1991 and concurrently serves in the United States Navy, Naval International. He is a member of Axeon Development, LLC, a real estate development company. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, access to third-party managers, and ERISA/403(b) retirement-plan advice through a nationwide network of independent advisors and in-house investment management.