John Hickey III is a CFP® professional with 23 years of experience in the financial industry. He is affiliated with Integrity Investment Advisors, LLC and has worked at Comprehensive Advisors LLC since 2006. Outside of his advisory role, he serves as a constable for the state of Pennsylvania and is treasurer of the Pennsylvania Fraternal Order of Constables. He also leads a tax preparation and bookkeeping firm and provides employee assistance program training on financial topics. Integrity Investment Advisors is a three-advisor firm managing approximately $57.4 million in assets for individuals, families, trusts, nonprofits, pensions, and businesses. The firm offers financial planning and portfolio management with an investment approach that emphasizes diversification, cost control, tax efficiency, and a combination of fundamental and technical analysis.

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.

Michael Sharp is a financial advisor with Sharp Financial in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Ba Securities, Purshe Kaplan Sterling Investments, and H.D. Vest Investment Services. Outside of advisory work, he is involved as an officer in a local AAU basketball team. Sharp Financial provides investment advisory and financial planning services to a diverse clientele, including individuals, high net worth clients, trusts, estates, retirement plans, corporations, other advisers, and family offices. The firm employs a tactical, risk-based investment approach that combines proprietary strategies with third-party quantitative analysis and daily market data, offering discretionary management, comprehensive wealth planning, and retirement plan advisory services.

James Schmidt is a financial advisor with Beacon Bridge Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining Beacon Bridge in 2022. Beacon Bridge Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, trusts, estates, private foundations, and qualified retirement plans. The firm customizes portfolios based on clients’ financial conditions, risk profiles, tax situations, and goals, typically employing a long-term investment approach with a range of investment vehicles, including ETFs, mutual funds, and private 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.

Patrick Greenhalgh is a financial advisor at Lansing Street Advisors with nine years of industry experience. He holds the Series 66 designation. His prior work includes positions at RBC Capital Markets and Merrill, among others. Outside of finance, he worked for Deckpro Powerwash Company for a year. Lansing Street Advisors is a team-based firm serving individuals, high-net-worth clients, trusts, and estates with discretionary and non-discretionary wealth management, portfolio management, and financial planning. The firm focuses on long-term, fundamental analysis-driven investing primarily using exchange-traded funds, while also incorporating mutual funds, individual equities, fixed income, and external managers when appropriate.

Edward Rimbenieks is a financial advisor at Sharp Financial with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Inc. and J Alden Associates, Inc. alongside his current role at Sharp Wealth Advisory, where he has been involved in wealth planning and client relationship management since 2019. Sharp Financial serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, other registered investment advisers, and family offices. The firm manages approximately $502 million with a team of seven advisors across eight offices, utilizing a tactical, risk-based investment process that incorporates technical and cyclical indicators to guide dynamic asset allocation and portfolio management.

Nicholas Bucci is a CFP® with 17 years of industry experience, currently serving as a financial advisor at BLBB Advisors. He has previously worked at Hirtle Callaghan & Co. and holds teaching positions at West Chester University and Jefferson University. He also serves as an adjunct instructor at Immaculata College. BLBB Advisors provides investment management and financial planning to individuals, trusts, corporations, business owners, pension plans, and nonprofits, managing approximately $3.25 billion in client assets. The firm offers a range of risk-based investment strategies, personalized planning, and specialized services such as a Global Macro ETF strategy and an equity covered-call overlay.

Philip Rosenau is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 designations and 17 years of industry experience. He previously worked at LPL Financial and The Prudential Insurance Company of America. Rosenau is involved in multiple investment advisory activities through Great Valley Advisor Group and maintains additional business interests in insurance consulting. 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 blend of in-house strategies and third-party managers across various platforms.

Peter Cisick is a financial advisor with On Investment Management Company, holding the ChFC® designation and Series 63 license, and has 31 years of industry experience. He has worked with O.N. Investment Management Company since 2016 and has been affiliated with THE O.N. Equity Sales Company and Metlife Securities, Inc. since the early 2000s. Outside of his advisory role, he serves as president of an insurance sales business specializing in individual and group life, medical, disability, long-term care, and fixed annuities. On Investment Management Company provides financial planning and investment advisory services to individuals, charitable organizations, businesses, and retirement plan sponsors. The firm offers a combination of fee-based planning, access to third-party investment programs, and both discretionary and non-discretionary managed account options.

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 at MissionSquare Retirement with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Voya Financial Advisors and CITI Group. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice based on 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.

Gregory Locke is a financial advisor with Advisory Services Network and holds over six years of industry experience. He is also the owner and CPA of Locke and Welsh, P.C., a certified public accounting firm he has operated since 1998. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a broad network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, overseeing approximately $8.6 billion in client assets.

Michael Vanni is an investment advisor representative at Siebert AdvisorNXT, LLC with 30 years of industry experience. He has worked at Muriel Siebert & Co., LLC since 2020 and previously spent 13 years at Stockcross Financial Services, Inc. He holds Series 63, Series 65, and Series 66 licenses. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through a web-based platform that combines algorithmic portfolio construction with optional dedicated advisor support. The firm offers discretionary and non-discretionary management, utilizing ETFs and ETNs, and features strategies such as covered-call transitions alongside its automated Modern Portfolio Theory-based portfolios.

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.

Brian Pultro is a financial advisor at Maridea Wealth Management with 10 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC for a decade. Pultro also serves in the United States Navy Reserve. Maridea Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm focuses on long-term investment strategies using diversified, low-cost mutual funds and ETFs, with portfolios managed on a discretionary basis and tailored to client objectives.

Shelley Dimperio is a CFP® with seven years of industry experience, currently serving as an advisor at BLBB Advisors. Her prior experience includes over a decade at Valley National Investments, Inc. and Valley National Advisers Inc. BLBB Advisors provides investment management and financial planning services to individuals, trusts, corporations, business owners, pension plans, and non-profit organizations. The firm manages approximately $3.25 billion in client assets and emphasizes asset allocation across a range of risk-based investment objectives, utilizing models, individual securities, ETFs, select alternatives, and third-party managers.

Robert O'Reilly is a Series 66-licensed financial advisor with 20 years of industry experience. He has been with Great Valley Advisor Group, LLC since 2014 and is also affiliated with LPL Financial. 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 uses a combination of in-house strategies and third-party managers, offering discretionary and non-discretionary investment management alongside financial planning and retirement-plan consulting.

David Raymond is a financial advisor with Great Valley Advisor Group, LLC, holding the Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Great Valley Advisor Group since 2015 and also maintains a relationship with LPL Financial starting in 2014. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management along with financial planning and retirement-plan consulting, utilizing a blend of in-house strategies and third-party managers across various platforms.