Nicholas Bernardo is a CFP® with 19 years of industry experience, currently serving at Wellfull. He has worked with Bernardo Wealth Planning LLC since 2017 and Purshe Kaplan Sterling Investments since 2016. Outside of advisory roles, he is involved in real estate development and technology product development. Wellfull serves individuals, families, trusts, retirement plans, and other organizations, providing financial planning, discretionary portfolio management, retirement plan consulting, and access to tax and accounting services through an affiliated entity. The firm manages roughly $866 million in discretionary assets and employs a model-based asset allocation approach combined with multiple analysis methods, also offering private investment vehicles through its affiliated B Capital funds.

Peter Cisick is a financial advisor at O.N. Investment Management Company with 31 years of industry experience. He holds the ChFC® designation and Series 63 license, and has been with O.N. Investment Management since 2016. Cisick is also president of an insurance sales business specializing in individual and group life, medical, disability, long-term care, and fixed annuities. O.N. Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary programs, as well as access to various third-party investment platforms.

Patricia Webb is a financial advisor at Summit Financial, LLC with 19 years of industry experience. She holds a Series 66 designation and previously spent 18 years at Canon Capital Management Group. Webb also provides consulting services related to exit planning for business owners through Kaboo Consulting, LLC. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a variety of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, operating a combination of discretionary and consultative platforms.

Andre Robinson is a financial advisor with MissionSquare Retirement who holds Series 63 and Series 66 licenses and has 21 years of industry experience. His career includes roles at Voya Financial Advisors and Citi Group. He is currently associated with both MissionSquare Retirement and MissionSquare Wealth Management. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services including discretionary Managed Accounts and nondiscretionary Fund Advice, which are supported by investment models developed by Morningstar Investment Management.

Andrew Lein is a financial advisor at Girard Advisory Services, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at Girard Advisory Services since 2019, following prior roles at Univest Investments and Univest Bank and Trust Co. Girard Advisory Services is a fee-only registered investment adviser that provides wealth management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation, diversification, and tailored portfolios through a proprietary research process and an Investment Committee, offering both discretionary and non-discretionary management and specialized strategy options.

Michael Stewart is a CFP® with 30 years of industry experience, currently serving at Girard Advisory Services, LLC. He has worked with the firm and its affiliated entities since 2005. Girard Advisory Services, LLC is a fee-only registered investment adviser providing wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification through a proprietary research process and offers both discretionary and non-discretionary management, servicing high-net-worth clients and plan sponsors.

Jordan Sowhangar is a CFP® with 12 years of industry experience, currently serving as an advisor at Girard Advisory Services, LLC since 2015. He also has experience with Girard Investment Services, LLC dating back to 2014. Outside of his advisory role, he owns rental properties unrelated to investment activities. Girard Advisory Services, LLC is a fee-only registered investment adviser providing 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, including high-net-worth households, and plan sponsors, employing a proprietary research process and diversified investment strategies to tailor portfolios to client objectives.

Thomas Hellings is a financial advisor with Girard Advisory Services, LLC, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has worked within affiliated firms including Girard Pension Services, Girard Advisory Services (formerly Girard Partners), and Girard Investment Services (formerly Univest Investments) since 2013. 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, employing a proprietary research process and an Investment Committee to tailor portfolios, while offering discretionary and non-discretionary management and specialized strategies supported by its structure as a subsidiary of Univest Bank and Trust Co.

Victoria Mercado is a financial advisor at Summit Financial, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Summit Financial, she worked at Kutztown University and was involved with the 1760 Pub and Grill. Additionally, she offers insurance brokerage services through multiple insurance companies, earning compensation based on sales of these products. 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 provides investment advisory, portfolio management, financial planning, and retirement plan advisory services through a mix of discretionary and consultative platforms.

Thomas Remmey is a financial advisor with Girard Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Girard Advisory Services and affiliated Girard Investment Services since 2015. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, retirement plan consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both individuals, including high-net-worth households, and plan sponsors and participants, employing a proprietary research process and offering a range of investment strategies with ongoing oversight.

Kenneth Cordella is a financial advisor with Advisory Services Network holding Series 63 and Series 66 credentials and 14 years of industry experience. His work history includes roles at Platinum Wealth Advisors, The Vanguard Group, MUFG Union Bank, and Ascend Learning. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

J Ehst is a CFP® professional with 18 years of industry experience, currently with Geneos Wealth Management, Inc. since 2008 and Life Financial Group since 2007. He holds the Series 66 designation and is involved in family counseling through The Legacy/Life Institute for Financial Excellence. Additionally, he owns a separate wealth management entity and engages in eBay sales. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of investment strategies supported by continuous account monitoring, discretionary trading, and access to third-party money managers.

Ryan Todd is a financial advisor at Great Valley Advisor Group, LLC with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Great Valley Advisor Group since 2015 and at LPL Financial since 2009. Outside of advisory work, he is involved in a tax preparation and accounting firm, Todd and Todd, LLP. 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 combination of in-house strategies, third-party managers, and digital options to tailor portfolios to client objectives.

Thomas Gasbarre is a financial advisor with Nations Financial Group, Inc., holding Series 63, Series 65, and Series 66 licenses and bringing 36 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 10 years before joining Nations Financial Group in 2021. Gasbarre is also the owner of Liberty Investment Management, an independent investment advisory business. Nations Financial Group, Inc. provides investment advisory services to a wide range of clients, including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a network of investment adviser representatives who utilize proprietary model portfolios alongside outside managers, tailoring strategies to client objectives, risk tolerance, and liquidity needs.

Jennifer Strawser is a financial advisor with Girard Advisory Services, LLC, holding a Series 65 designation and seven years of industry experience. She has been with Girard Advisory Services since 2019 and has worked at Univest Bank and Trust Co. since 2005. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth clients and plan sponsors, emphasizing asset allocation and diversification through a proprietary research process and a comprehensive investment committee.

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.

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.

Paul Masalski is a financial advisor with Vicus Capital, Inc. in Phoenixville, PA, holding the ChFC® designation and Series 63 license. He has 39 years of industry experience, including roles at Cetera Wealth Services, LLC, Phoenix Home Life, and Security Mutual Life Insurance Company. He is also president of Financial Growth Plans, Inc., a licensed Pennsylvania corporation. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a blend of fundamental and technical analysis across various strategies and provides specialized services such as ERISA fiduciary consulting, a fee-based annuity program, and tailored advisory solutions.

Joseph Mcerlean is a financial advisor at Aegis Capital Corp. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, Boenning & Scattergood, and Janney Montgomery Scott. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients, providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports a range of client objectives and restrictions.