Andrew Ferraro is a financial advisor at PKS Advisory Services, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Equitable Advisors, and MCG Securities. PKS Advisory Services provides financial planning, consulting, and investment management to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets and offers tailored portfolios using mutual funds, ETFs, independent managers, and individual securities.

Michael Butrica is a financial advisor at Great Valley Advisor Group, LLC with 14 years of experience at Butrica and Associates LLC and one year at Great Valley Advisor Group. He is also active as a real estate agent outside of his advisory work. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and ongoing oversight, utilizing both in-house and third-party strategies.

Daniel Rhoads is a financial advisor at Simplicity Wealth with five years of industry experience. He holds a Series 65 license and previously worked with National Agents Alliance. Outside of his advisory role, he owns and operates an insurance agency focusing on health insurance products. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers a range of advisory and operational services, including a managed account platform for other advisers.

Andrew Mcdonough is a financial advisor at Girard Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Annuities Distributors and Prudential Insurance Company of America. 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 through a proprietary research process and an Investment Committee, offering a range of investment strategies and retirement plan services.

James Jacobson is a CFP® professional with 34 years of industry experience. He has been with Girard Advisory Services, LLC since 2015 and has also worked with Girard Investment Services, LLC since 2002. Outside of his advisory roles, he serves as an officer of Sted i Skogen, LLC, a company involved in real estate property maintenance. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, and business entities. The firm emphasizes asset allocation, diversification, and tailored portfolios using a proprietary research process and a broad range of investment strategies, supported by its affiliation with Univest Bank and Trust Co.

Sandra Goodstein is a CFP® with 23 years of industry experience. She has been with Wescott Financial Advisory Group LLC since 2015. Wescott Financial Advisory Group serves individual clients, family offices, charitable organizations, and retirement plans, providing wealth management, financial planning, trust services, and pension consulting. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies and emphasizes tax-sensitive portfolio construction.

Timothy Russell is a CFP® with 22 years of industry experience, currently serving at Geneos Wealth Management, Inc. He has been affiliated with The Life Financial Group and Geneos Wealth Management since 2006. Outside of his advisory work, he is an author and involved with The Legacy/Life Institute for Financial Excellence, providing family counseling for a church. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, using a range of analytic approaches and investment strategies tailored to client needs.

Brady Yohn is a financial advisor with Advisory Services Network and holds Series 63 and Series 65 designations. He has three years of industry experience, including prior roles at The Vanguard Group and a variety of positions outside finance such as at Harvey's Main Street Barbecue and the University of Scranton. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and uses a range of strategies across various asset classes to align portfolios with client objectives.

Michael McGuire is a financial advisor at Girard Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Traynor Capital Management and Accelion. Prior to his advisory career, he gained experience in other fields including retail and education. 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 through a proprietary research process and offers a range of investment strategies and retirement plan services, supported by its status as a wholly owned subsidiary of Univest Bank and Trust Co.

Matthew Dewitt is a financial advisor with Advisory Services Network, holding a Series 65 credential and six years of industry experience. His professional background includes roles at McAdam, DeGroff Financial, Avalon Merchants, and West Virginia University. In addition to his advisory work, he is an independent insurance agent specializing in life, accident, and health insurance. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, investment consulting, and retirement plan consulting, with strategies tailored to clients’ objectives and risk tolerances.

Brian Smith is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at LPL Financial LLC, QNB Bank, and Investment Professionals Inc. He is also a licensed insurance agent involved with B. Riley Wealth Insurance. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through about 274 advisors, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers a broad suite of advisory programs, financial planning, and retirement solutions, utilizing multiple program structures and both proprietary and third-party asset allocation models.

Michael Maher is a financial advisor at B. Riley Wealth Advisors, Inc. with 39 years of industry experience. He has held roles at B. Riley Wealth Advisors and B. Riley Wealth Management since 2022, following six years at Ameriprise Financial Services, Inc. Michael holds Series 63 and Series 65 licenses. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers various program options, including advisor-managed accounts and third-party managed programs, and manages approximately $4.21 billion in client assets.

Cheryl Gysi is a financial advisor with Geneos Wealth Management, Inc. She holds a Series 66 designation and has seven years of industry experience. Gysi has been affiliated with Geneos Wealth Management and Life Financial Group since 2015. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and referrals to third-party money managers through traditional and wrap-fee programs, employing a variety of investment strategies including fundamental, technical, and tactical asset allocation.

Christopher Cortese is a CFP® with 13 years of industry experience. He has been with Wescott Financial Advisory Group LLC since 2010. Wescott Financial Advisory Group 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 uses an open-architecture, multi-manager investment approach that combines passive and active strategies within a tax-sensitive, disciplined process.

Bruce Freeston is a CFP® professional with 11 years of industry experience, currently with Girard Advisory Services, LLC where he has worked since 2019. He also has a long tenure with Univest Bank and Trust Co., dating back to 2007. Girard Advisory Services, LLC is a fee-only registered investment adviser offering wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification, using a proprietary research process and a broad range of investment strategies, including tax-managed direct indexing and options overlay strategies, supported by its status as a subsidiary of Univest Bank and Trust Co.

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.

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.

Theodore Moyer is a financial advisor at Gibbs Wealth Management, LLC with 12 years of industry experience. He holds the Series 65 and Series 63 designations and has worked with several firms, including Legacy 360 Financial and Questar Asset Management. In addition to his advisory role, he is an insurance agent with a majority ownership in Legacy 360 Financial LLC. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that uses third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios tailored to clients' financial situations, goals, and risk tolerance.

Michael Giongo is a financial advisor at Mutual Advisors, LLC with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at MassMutual, MML Investors Services, and Lincoln Financial Advisors Corp. Outside of his advisory role, he owns ERX Wealth, LLC, an insurance agency specializing in fixed insurance products, and serves as an independent sales representative for Merchant Advocate, a merchant accounts review service. Mutual Advisors, LLC manages approximately $6.75 billion through a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plan participants. The firm offers a range of services including asset management, financial consulting, and ERISA plan advisory, employing a mix of passive and active investment strategies tailored to client objectives.

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.