BLBB Advisors

Nicholas Bucci is a CFP® professional with 17 years of industry experience, currently serving as an advisor at BLBB Advisors. He has held roles at Hirtle Callaghan & Co. and BLB&B Advisors, LLC, and has been an adjunct instructor at Immaculata College. Bucci also has teaching experience at West Chester University, Jefferson University, and Eastern University. BLBB Advisors provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, institutions, business owners, and non-profits. The firm emphasizes asset allocation through multiple model objectives and integrates a range of investment strategies, including independent third-party managers and specialized ETF approaches.

Shelley Dimperio is a CFP® and holds a Series 65 license with seven years of industry experience. She has been with BLBB Advisors since 2019 and previously worked at Valley National Investments, Inc. and Valley National Advisers Inc. from 2006 to 2019. BLBB Advisors serves individuals, trusts, institutions, business owners, and non-profits, offering discretionary and non-discretionary investment management and financial planning. The firm emphasizes asset allocation through multiple model objectives and incorporates independent managers, private equity funds, and specialized ETF strategies in its investment approach.

Jeremy Leeds is a CFP® professional at BLBB Advisors with six years at the firm and two years of industry experience. Prior to joining BLBB Advisors, he worked at Temple University for four years. BLBB Advisors provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, institutions, business owners, and non-profits, managing approximately $2.74 billion as of December 31, 2024. The firm emphasizes asset allocation through a range of model objectives and offers services including portfolio structuring, personalized financial planning, educational seminars, and ERISA fiduciary services.

Ada Lubanski is a CFP® professional with eight years of experience at BLBB Advisors and three years previously at Glenmede Trust Company. She is based in Montgomeryville, PA. BLBB Advisors provides investment management and financial planning services to individuals, trusts, institutions, business owners, and non-profits, managing approximately $2.74 billion as of December 31, 2024. The firm offers a range of portfolio strategies, personalized planning, and ERISA fiduciary services, utilizing a multi-team structure and a variety of investment approaches including model portfolios, third-party managers, and specialized ETF strategies.

Brianna March is a financial advisor at BLBB Advisors with 11 years of industry experience. She holds a Series 65 designation and has worked at BLB&B Advisors, LLC since 2019, following a 13-year tenure at Gwynedd Company. BLBB Advisors provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, institutions, business owners, and non-profits. The firm manages approximately $2.74 billion and offers a range of portfolio strategies, personalized planning, educational seminars, and ERISA fiduciary services.

Zachary Renna is a CFP® at BLBB Advisors with seven years of experience in the financial services industry. He previously worked at BNY and its affiliate BNY Securities Corporation, as well as SEI Investments and UBS Wealth Management. BLBB Advisors provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, institutions, business owners, and non-profits. The firm emphasizes asset allocation and offers a range of model portfolios and strategies, including Global Macro ETF approaches and an Equity Options Income overlay for qualified clients.

Brian Gallagher is a CFP® with 10 years of industry experience, currently serving as an advisor at BLBB Advisors. He has worked at BLB & B Advisors, LLC since 2015 and was previously affiliated with Burke, Lawton, Brewer & Burke, LLC from 2015 to 2019. BLBB Advisors provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, institutions, business owners, and non-profits. The firm emphasizes asset allocation through a range of model objectives and employs a multi-team advisor structure, managing approximately $2.74 billion in assets as of December 31, 2024.

Louis Depaul is a financial advisor at BLBB Advisors with 45 years of industry experience. He holds a Series 63 designation and previously worked at Boenning & Scattergood for 23 years and LPL Financial for 2 years before joining BLBB Advisors in 2025. BLBB Advisors provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, institutions, business owners, and non-profits, managing approximately $2.74 billion. The firm emphasizes asset allocation through a range of model objectives and incorporates individual securities, ETFs, alternatives, and third-party managers in its strategies.

Michael Geraghty is a financial advisor at BLBB Advisors with 11 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. His prior experience includes roles at Boenning & Scattergood and Janney Montgomery Scott LLC. BLBB Advisors provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, institutions, business owners, and non-profits, managing approximately $2.74 billion. The firm offers a range of portfolio strategies and personalized planning services, emphasizing asset allocation and utilizing a multi-team advisor structure.

Jessica Long is a financial advisor at BLBB Advisors with over a decade of experience in the industry. She holds a Series 66 designation and previously worked at Cornerstone Institutional Investors, LLC and affiliated firms from 2012 to 2024. BLBB Advisors provides investment management and financial planning to individuals, trusts, institutions, business owners, and non-profits, managing approximately $2.74 billion in assets. The firm offers a range of portfolio strategies, financial planning services, and fiduciary solutions, utilizing a multi-team advisor structure and various model portfolios.

Clifford Haugen is a CFA® charterholder and holds a Series 66 license with 24 years of industry experience. He has been with BLBB Advisors since 2008 and previously worked at Burke, Lawton, Brewer & Burke, LLC. Outside of his advisory role, he is a general partner in Haugen Agro, LLLP, and serves as a trustee and finance committee member at Silver Springs/Martin Luther School in Plymouth Meeting, PA. BLBB Advisors provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, institutions, business owners, and non-profits, managing approximately $2.74 billion. The firm emphasizes asset allocation through a range of model portfolios and offers specialized strategies including Global Macro ETFs and an upcoming Equity Options Income overlay.

William Karrash is a financial advisor at BLBB Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BLBB Advisors since 2006. Prior to that, he worked at Burke, Lawton, Brewer & Burke. Karrash is also a CPA and occasionally assists a small number of individuals with tax return preparation. BLBB Advisors provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, institutions, business owners, and non-profits. The firm manages approximately $2.74 billion and offers a range of portfolio strategies, including asset allocation models and specialized ETF strategies, alongside personalized planning and ERISA fiduciary services.

Laura Brewer is a financial advisor at BLBB Advisors with 30 years of industry experience. She has worked at BLB&B Advisors, LLC since 2006 and previously spent over two decades at Burke, Lawton, Brewer & Burke. Brewer serves as a director and treasurer of Boardwalk Securities Corporation, a privately held investment management firm. BLBB Advisors provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, institutions, business owners, and non-profits, managing approximately $2.74 billion in assets. The firm offers a range of portfolio strategies, financial planning services, and specialized investment options including ETF-based models and private equity funds.

Robb Parlanti is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at BLBB Advisors since 2013. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Robb participates in community activities as an Investment Committee Member for the Overbrook School for the Blind and serves on the Finance Committee of Visitation Blessed Virgin Mary Church. BLBB Advisors provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, institutions, business owners, and non-profits. The firm employs a multi-team structure and emphasizes asset allocation with a range of model portfolios and strategies, managing approximately $2.74 billion in assets.

Edward Barnes is a financial advisor at BLBB Advisors with 27 years of industry experience. He holds a Series 65 designation and has worked at BLB & B Advisors, LLC since 2019 and The Gwynedd Company from 1994 to 2018. BLBB Advisors provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, institutions, business owners, and non-profits, managing approximately $2.74 billion as of December 31, 2024. The firm emphasizes asset allocation through a range of model objectives and employs a multi-team advisor structure combined with several ancillary arrangements and third-party services.