Jeffrey Hegedus is a CFP® with four years of industry experience, currently serving at Milestone Financial Associates, LLC. His prior experience includes roles at Commonwealth Financial Network and The Vanguard Group. Milestone Financial Associates, LLC provides personalized investment management and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm emphasizes asset allocation based on fundamental analysis and manages portfolios primarily on a discretionary basis using a mix of mutual funds, ETFs, stocks, and bonds tailored to client objectives.

Dennis Morton Jr. is a CFP® and ChFC® with 20 years of industry experience. He is currently a principal at Morton Brown Family Wealth LLC, where he has worked since 2018. Prior to this, he held positions at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and Corbenic Partners, LLC. Outside of his advisory role, Morton serves as Board President of the Minsi Trails Council, a youth services organization, and is involved with the Lehigh Valley Community Foundation and St. Thomas More Parish Council. Morton Brown Family Wealth LLC serves individual clients, including high-net-worth households, as well as business entities, trusts, and estates, managing approximately $399 million. The firm offers discretionary portfolio management and financial planning, employing fundamental analysis with both long- and short-term strategies, and provides clients access to the eMoney platform for consolidated reporting and planning.

Kori Lannon is a financial advisor with Quadrant Private Wealth Management, LLC, holding a Series 66 designation and 18 years of industry experience. She has worked with Quadrant Private Wealth Management since 2015 and previously was affiliated with Purshe Kaplan Sterling Investments, Inc. from 2014 to 2026. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to a range of clients including individuals, families, trusts, charitable organizations, and corporations. The firm manages approximately $2.1 billion in assets and employs a top-down investment process that combines fundamental and technical analysis with an emphasis on risk management.

Paul Francis is a CFP® and Series 66-licensed advisor with 12 years of industry experience. He has worked at Quadrant Private Wealth Management since 2020, following roles at Purshe Kaplan Sterling Investments, Bank of America, and Merrill. Quadrant Private Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, families, trusts, estates, corporations, and retirement plans. The firm uses a top-down investment approach combining fundamental and technical analysis with an emphasis on risk management, tailoring portfolios to client risk tolerances and time horizons.

Lisa Leatherman is a financial advisor at Wellfull with 25 years of industry experience and holds a Series 66 designation. She has worked at Bernardo Wealth Planning since 2021, and previously spent 16 years at Cetera Financial Specialists LLC and 21 years at Seitz & Leatherman LLC. In addition to her advisory role, Leatherman serves as president of DUNLAPSLK, an accounting practice. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by providing financial planning, discretionary portfolio management, retirement plan consulting, and access to tax and accounting services through an affiliated entity. The firm manages approximately $866 million in discretionary assets and emphasizes financial planning as the basis for its model-based asset allocation approach.

Charles Noti IV is a financial advisor with Liberty Asset Management in Allentown, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Liberty Wealth Management since 2010 and also operates as a CPA in a separate business. Liberty Asset Management is an SEC-registered advisory firm serving individual investors, pension plans, charitable organizations, and private businesses, managing approximately $136.8 million. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, offering both discretionary and non-discretionary portfolio management along with written financial planning.

Scott Kuna is a financial advisor at Quadrant Private Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and has worked at Quadrant Capital and Quadrant Private Wealth, as well as in freelance roles and at Saucon Valley Country Club. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs a top-down investment approach focused on risk management and manages both discretionary and non-discretionary portfolios.

Justin Poccia is a ChFC® affiliated with Milestone Financial Associates, LLC, where he has worked since 2023. Prior to joining the firm, he was a full-time student for eight years. Milestone Financial Associates is a team-based registered investment adviser with seven advisors managing approximately $654 million in discretionary assets. The firm provides personalized investment management and financial planning services to individuals, high-net-worth clients, trusts, foundations, retirement plans, and corporations, using fundamental analysis to construct tailored asset allocations.

Lance Rosina is a financial advisor at Wellfull with 11 years of industry experience. He holds a Series 66 designation and previously worked at Bernardo Wealth Planning LLC and Stifel Financial Corp. Rosina serves as a board member for the Fellowship of Christian Athletes, providing oversight for Bucks County FCA groups. Wellfull serves individuals, families, trusts, retirement plans, and other organizations with financial planning, discretionary portfolio management, and retirement plan consulting. The firm emphasizes financial planning as the foundation for its investment approach and manages portfolios using model-based asset allocation alongside multiple analysis methods.

Jason Cort is a financial advisor at Quadrant Private Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Quadrant since 2014. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to a diverse client base, including individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs a primarily top-down investment process focused on risk management and offers a proprietary equity strategy alongside a broad range of investment options.

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.

Caeden Goering is a financial advisor with Diamond Client Group, LLC, holding a Series 66 designation and two years of industry experience. He previously worked at MML Investors Services, LLC and MassMutual Life Insurance Company. Outside his advisory role, Goering is also engaged in health insurance sales as an insurance broker. Diamond Client Group serves individual and high-net-worth clients as well as business entities, offering discretionary portfolio management, sub-advisor selection, alternative investment sourcing, and financial planning. The firm uses a blend of fundamental analysis, modern portfolio theory, and technical analysis, and supports client participation in private placements and alternative investments.

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.

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.

Matthew Bonshak is a CFP® professional with five years of industry experience, currently serving as an advisor at New Edge Wealth. His background includes roles at Morgan Stanley, Accenture LLP, and UBS Financial Services. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, and institutional clients, offering wealth strategy, portfolio management, and advisory services that emphasize asset allocation and investor behavior. The firm combines independent managers, model strategies, and proprietary investment solutions, integrating technology and AI-assisted analytics alongside human oversight.

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.

Stanley Stanek is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 credentials and having 10 years of industry experience. His prior roles include positions at Brookstone Wealth Advisors, Center Street Securities, Lincoln Financial Advisors, and several other firms. He is also the sole proprietor of Stanek & Associates, where he sells and services accident and health insurance, disability, fixed annuities, and property and casualty insurance. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, and retirement-plan services through a multi-team network of advisors, employing a structured risk framework and diversified manager strategies.

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.