We hope you will join us for our Annual Fall Retreat which features breakfast, Ethics CE, lunch and afternoon golf and cocktail reception.
When
Monday, September 16, 2019 from 8:00 AM to 7:00 PM EDTLook who else is already registered!
| Brandon Abe Planning Capital Management |
| Joseph Anthony Gregory FCA Communications |
| Joseph Bates Asset Planning Services, Ltd. |
| George Blenner Summit Financial Advisors LLC , Financial Planner |
| Dan Brady Planning Capital , Partner |
| Jeffrey Broadhurst Broadhurst Financial Advisors, Inc. , B. |
| Jim Butler FourFront Advisors |
| Stanley Cooper Capital Wealth Advisors , I. |
| Tiffany Culver Vanguard |
| Bruce Cumby Cumby, Spencer & Associates , President |
| Trevor Davis Gregory FCA |
| Dave Dawson Vanguard |
| Vincent De Giovanni Summit Finanical Advisors |
| Thomas DiBari Chartwell Investment Partners |
| Richard Durso RTD Financial Advisors , CFO, Senior Planner |
| Matthew Fatz Thrive Wealth Management |
| Kathy Guerin Envision Wealth Advisors, LLC , Dawson |
| Michael Halvorsen Asset Planning Services, Ltd , A. |
| Michael Hartnett Ameriprise Financial Services, LLC |
| James Heisler Heisler Hughes Financial Group |
| Mike Honer Chartwell Investment Partners |
| William James Dynasty Advisors, LLC , G. |
| Carol Javage Oppenheimer & Co., Inc. |
| Peter Keenan Vanguard |
| Steve Krzywicki Beacon Bridge Wealth Partners , Financial Adviser |
| Pat LaLonde Blueprints for Financial Independence |
| Ted Landis Pritchard, Bieler, Gruver & Willison, PC , Lee |
| Ada Lubanski BLB&B Advisors, LLC |
| Nick Maningas Mutual of Omaha Reverse Mortgage , Reverse Mortgage Loan Originato |
| Marjorie Mantas Pension Parameters Financial Services |
| Allison Masoero Marshall Financial Group |
| William J. Mastalski Janney Montgomery Scott LLC , J. |
| Joseph McCaffrey Nuveen |
| Paul McClatchy Planning Capital Management |
| Dan McDermott Mercer Advisors |
| Jim McGowan Marshall Financial Group , Senior Wealth Advisor |
| Tom Mesko La Salle University |
| Mel Novak Brandywine Weath Management |
| Kraig Null Wealthcare Solutions, LLC , R. |
| Jason O’Meara Mercer Advisors |
| Robert Pennartz Financial House, Inc. , S. |
| Ted Poatsy Chestnut Hill College , F. |
| Dale Pope MerCap Securities, LLC , A. |
| Scott Pulsifer Junto Wealth |
| Matt Radano Northern Trust |
| Barbara Rea Crossgate Wealth Advisors, LLC |
| John Rea Crossgate Wealth Advisors, LLC , D. |
| Matt Rogers eMoney Advisor |
| Kenneth (Ken) Romanowski Rosemont College |
| Haley Rosa Gregory FCA |
| Christopher Ruffino Legg Mason |
| Don Scholz Marshall Financial , R. |
| Robert Serenbetz Robert Serenbetz Financial Services |
| Hans Sharma Sharma Associates, Inc. |
| Ben Smith Wealthcare Solutions, LLC , Wealth Manager |
| Bob Smith Comprehensive Financial Advisers , O. |
| Ben Stucker MortgageCS , CEO |
| Connor Sung eMoney Advisor , Director, Financial Planning |
| Joyce Swoyer J.A. Swoyer, Inc. |
| Brett Tharp eMoney |
| Thomas M Thomas THOMAS M THOMAS CFP , M. |
| Taylor Venanzi Activate Wealth, LLC , Owner & Financial Planner |
| Robert Wilgos Summit Financial Advisors, LLC |
| Alexander Yearley Community Pride Financial Advisors , G. |
| Brent Zackon RTD Financial Advisors, Inc. , Financial Planner |