Anthony Petsis & Associates Inc.

Anthony Petsis is the president of Anthony Petsis & Associates Inc. and holds the ChFC® designation with 41 years of experience in financial planning and advisory services. His career includes roles at Transamerica Financial Advisors and Signator Investors, among others. Petsis serves as chairman of a charity golf tournament for the Rotary Club of Newtown, PA. Anthony Petsis & Associates Inc. offers personalized financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides advice on an hourly basis without managing client assets on a discretionary basis and is notable for its planning-only business model and advisory personnel who are also licensed to offer brokerage and insurance products.

Alexander Petsis is a CFP® with 12 years of industry experience, currently serving at Anthony Petsis & Associates Inc. since 2018. He has prior experience with Signator Investors, Inc. and Transamerica Financial Advisors, Inc. In addition to his advisory role, Petsis is involved in community activities, including serving as secretary for St. Andrew's Catholic Church in Newtown, PA, and as a member at large for a local community association. Anthony Petsis & Associates Inc. provides personalized financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm operates on an hourly, planning-only basis without continuous asset management, offering advisory services that include fundamental research and various investment strategies.

Marc Butler is a financial advisor with Osaic Wealth Inc. in Newtown, PA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at BNY Mellon Albridge and Skience. Outside of his advisory work, he is involved in consulting for wealth management technology firms and has co-authored books on business funding and personal finance. He also serves on the board of directors for ProNvest. Osaic Wealth Inc. is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and supports a large network of advisors, managing approximately $200 billion in assets following recent mergers and platform consolidations.

Heidi Hirsh is a financial advisor with Anthony Petsis & Associates Inc. in Newtown, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at Goldman Sachs/United Capital Financial Advisers, LLC, Girard Securities, and CETERA Advisor Networks LLC. Anthony Petsis & Associates Inc. provides personalized financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers advice on an hourly basis without managing client assets continuously, combining fundamental research with both long- and short-term strategies.