I joined Connors in 2003. My role is as lead portfolio manager and equity analyst of our small cap and micro cap strategies. Prior roles included portfolio manager with First Investment Advisors, serving in a consultative role for clients and actively implemented investment programs and fund-of-funds analyst at Evergreen Investments focused on hedge fund and private equity funds. I have a BS from Pennsylvania State University, earned the Chartered Financial Analyst® charterholder designation in 1999, and an MBA from Kutztown University. Additionally earned CFA Certificate in ESG Investing.

Since 1985, Valley National has remained true to its goal of enabling people and organizations to meet their long-term financial goals. Helping our clients achieve their hopes, dreams and aspirations requires a delicate balance between the science of financial planning and the art of understanding the feelings and emotions of our clients’ goals and objectives. We carry out our mission with the utmost care, offering clients a comprehensive suite of financial planning services. As a respected and trusted organization, our relationships with many clients and their families transcend generations. We pass the test of time by keeping the relationship with our clients personal and consistent. Our advisors are backed by many years of experience and a commitment to ongoing professional development. Valley National has a focus on the services that are the foundation for financial success in today’s world. A skillful team of professionals, combined with access to the best industry technology available, allows clients to effectively manage their existing assets, implement tax-saving strategies, and plan for the eventual transfer of their wealth. Valley National’s financial advisors look forward to using their tools and resources to support you on a relationship that is built on mutual respect and understanding.

Offering Financial Strength & Stability for Over 20 Years Since 2001, Keystone Financial Management has been unconditionally committed to strengthening and supporting the advisors and clients we serve, ensuring they have the power and the tools they need to build the financial future they envision. Whether you are an individual seeking insurance and investment advice or an advisor looking for a team that offers guidance and support, you’ll have access to an experienced network of nationally recognized financial professionals. With dozens of offices in Pennsylvania, New York, and beyond, our network of nearly 100 advisors are committed to helping clients plan for their financial futures, build their investments, and protect their assets. Each advisor brings their own unique experience, expertise, and process to their practice, along with the tools, support, and technology provided by our own broker-dealer. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. We are strongly committed to diversity and equal opportunity For additional information please visit our website: www.keystonefinancialmanagement.com CA Insurance License Number 0H29775 Arkansas Insurance License Number 2020136 Minnesota insurance License Number 40125747 https://www.sipc.org/ https://www.finra.org/#/

Provide comprehensive investment and compliance consulting services to corporate and individual clients through a fee based Registered Investment Advisor platform. Maintain Series 65 License Certified Fund Specialist

Kemp Harvest Financial Group® is an independent retirement services firm. Since 1989 we have specialized in helping our clients prepare for retirement, assisting them through the retirement process and into their post-retirement years. Each of our clients has a life after retirement and we want that life to be one of financial confidence; which is why we believe in providing personal, professional, and prudent financial planning to each client. We are committed to gaining our clients’ trust through clear discussion, listening to needs and wants, and providing honest expectations. Our ability to integrate our services helps our clients pursue their financial goals, allowing us to build long-lasting relationships. Securities offered through LPL Financial. Member SIPC (www.sipc.org). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Kemp Harvest Financial Group may only discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Quadrant Private Wealth is an independent, boutique wealth management firm, owned by its partners and built especially for our clients. Quadrant offers a complete spectrum of investment strategies geared towards preserving and growing wealth. We strive to protect our clients from what can go wrong by focusing on managing risk. Our private wealth advisors consider a broad range of investments that include traditional and non-traditional asset classes. We’ll evaluate your individual circumstances, risk tolerance, goals, and future aspirations to create a sophisticated investment plan that fits your needs. Quadrant’s private wealth advisors will help you determine the best solutions with regard to estate planning, wealth transfer, and business succession planning. Our open platform gives us the agility to select mutual funds, ETFs, separately managed accounts, individual tax-exempt municipal bonds, options strategies, structured notes, insurance strategies, and alternative investments including hedge funds and private equity. Our criteria when selecting an investment is performance against peer groups, tax-efficiency, returns, and fit within the overall portfolio. Every investment in your portfolio has a methodic purpose for being there. We believe that all wealth management advice should be acutely centered on the independent needs of each client and their long-term goals. Our practice works to deliver innovative wealth strategies that manage risk and help you to achieve your objectives. We live by the principles of quality, integrity and credibility and are committed to being candid toward everyone we work with, always putting the client’s needs above all else. We spend a great deal of time and energy to make sure you understand how much—or how little—risk you need to take to accomplish your goals. We want you to understand what we are doing and why we are doing it.

Our mission is to empower our clients to succeed in the financial aspects of their lives. We strive to accomplish this through thoughtful, comprehensive, pragmatic financial counsel, personalized investment planning, risk management strategies and cutting-edge product solutions. Our philosophy recognizes the uniqueness of each client, and understands that solutions will be different for each family or business situation.We also believe that our clients are most assured when they are actively engaged in the planning and ongoing monitoring processes. Much like any other business owner, CEO or household, you are responsible for the direction, we will create the plan of action and help see that it is carried out. Our Foundation Integrity Your interest and well-being are what drive our decisions. Your goals are the priority. Values We maintain the highest standards of duty, honesty, trust, and honor. Commitment We affirm our Fiduciary duty to you and hold true to your financial goals. Securities offered through Private Client Services, LLC (PCS), member FINRA(www.finra.org)/SIPC(www.sipc.org). Investment advisory services offered through IVC Wealth Advisors LLC. IVC Wealth Advisors LLC and PCS are not affiliated. This profile is published for residents of the United States only. Registered Representatives of Private Client Services, LLC (PCS) and Investment Advisor Representatives of IVC Wealth Advisors LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact IVC Wealth Advisors LLC at 215-392-6631.

The passion exhibited by the members of the One Financial Services team has made the firm become a trusted source of objective advice for accumulating and managing personal wealth. We also focus on enhancing all aspects of our clients’ lives and ensure that they are cared for through financial planning, confidence in guidance, and provision of resources for every area of concern through our strategic partners. One Financial Services offers financial strategies and advice delivered through personalized care while offering planning services in the areas of retirement, estate, special needs, education and taxation. We also facilitate referrals to life advisory services such as banking, mortgages, legal work and long term care with our strategic partners. When making referrals, we stay connected to the process and act as a sounding board as the client desires. We are 100 percent committed to helping you achieve your long-term financial and life goals. This means when you invest with One Financial Services, you can benefit from an all inclusive approach to life planning, a passion for providing independent advice, objective guidance and advice, investment choice and flexibility, convenient account access, and the opportunity to work with an independent investment partner. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC www.sipc.org. For a list of states in which One Financial Services may conduct business, please visit our website at www.onefinancialservices.com. Third party posts on this profile do not reflect the view of LPL FInancial and have not been reviewed by LPL Financial for completeness or accuracy.

McFarland Consulting Ltd are award winning civil and structural engineering consultants that specialise in assessing, maintaining and extending the serviceable life of existing structures. The company was established in 2000 by Brian McFarland, after he identified a niche within the construction industry for an independent and innovative concrete consultancy that can deliver cost effective civil and structural engineering solutions. Today, McFarland Consulting Ltd are acknowledged experts in delivering cost effective and innovative solutions for a broad range of engineering challenges. We have successfully expanded geographically into Ireland, Scotland, Wales and England and we are continually developing our capability and broadening our service offering to meet changing market needs.

Milestone Financial Associates is a team of financial specialists that business owners, leaders, and successful families hire and work closely with over time. We ask good questions and really listen - helping you to clarify what you want and offering alternatives to map out the best financial path for you. We are proactive about making sure the right things happen at the right time and we engage with your other advisors (CPA, attorney, etc.) to coordinate with you. This ensures that all key areas of your financial plan are addressed - from investment management, 401(k), estate and succession plans, to insurance, key employee retention, tax, retirement income, business planning, and more. Through this relationship, financial attention, and discipline, our goal is to enhance clients' security, reduce financial anxiety, and experience the personal satisfaction that comes through identifying, measuring progress, and accomplishing their financial goals. Securities and advisory services are offered through Commonwealth Financial Network®, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. This communication is strictly intended for individuals residing in the state of AZ, CO, DE, FL, GA, LA, MA, MD, ME, NC, NE, NH, NJ, NM, NV, NY, OH, PA, SC, VA.No offers may be made or accepted from any resident outside this state due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: http://www.commonwealth.com/termsofuse.html. Milestone Financial Associates Locations: 330 E. Main Street Macungie, PA 18062 144 E. Broad St. Bethlehem, PA 18018 401 Stony Run Road Spring City, PA 19475

Bernardo Wealth Planning assists in the creation, preservation, and management of wealth for our clients. BWP’s investment strategy rests firmly — always — upon our client-centered philosophy. We use theme-driven tactical and non-correlated vehicles with broad diversification across multiple asset classes, combining passive and active management, as essential tools to help mitigate risk and maximize our clients’ potential returns. Through the hiring of professional money managers, we are able to utilize some of the best investment minds in the industry. All these resources go to work for you, in service of one aim: to help achieve your goals.

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.