Girard Advisory Services, LLC

John Jandrasits is a financial advisor at Girard Advisory Services, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Univest Bank and Trust Co., SEI Investments Company, and has academic experience at Temple University Fox School of Business and the University of South Carolina Darla Moore School of Business. Girard Advisory Services provides wealth management, investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification supported by a proprietary research process and uses affiliated and independent sub-advisors to manage client portfolios primarily on a discretionary basis.

Kelly Regan is a CFP® and holds a Series 65 license with 11 years of industry experience. She has been with Girard Advisory Services, LLC (formerly Girard Partners, Ltd) since 2014. Girard Advisory Services provides wealth management, investment management, financial planning, and retirement plan consulting to a wide range of clients including individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification, utilizing a proprietary research process and an Investment Committee to guide portfolio management, which often includes third-party sub-advisors.

Michael Stewart is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Girard Advisory Services, LLC. He has been with the Girard-related firms since 2005, including his current role at Girard Advisory Services since 2015. Girard Advisory Services provides wealth management, investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification through a proprietary research process and offers both discretionary portfolio management and plan-level consulting.

Jordan Sowhangar is a CFP® professional with 11 years of experience, currently serving at Girard Advisory Services, LLC since 2015. He also has experience with Girard Investment Services, LLC dating back to 2014. Outside of his advisory role, he owns rental properties unrelated to his investment work. Girard Advisory Services provides wealth management, investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification, supported by proprietary research and an Investment Committee, offering both discretionary portfolio management and plan-level consulting.

Thomas Remmey is a financial advisor with Girard Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Girard Advisory Services and its affiliated entities since 2015. Girard Advisory Services provides wealth management, investment management, financial planning, and retirement plan consulting to a range of clients including individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification through a proprietary research process and offers both discretionary portfolio management and plan-level consulting.

Timothy Ellis is a financial advisor at Girard Advisory Services, LLC with five years of industry experience. He holds a Series 66 designation and has worked previously at Janney Montgomery Scott, LLC, The Vanguard Group, Inc., Infinia Search, and Deloitte LLP. Girard Advisory Services provides wealth management, investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm’s investment approach emphasizes asset allocation and diversification, supported by proprietary research, an Investment Committee, and model rebalancing across various asset classes.

Lisa Buono is a financial advisor with Girard Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked with several affiliated firms, including Girard Pension Services, TCG Investment Advisory, and Girard Investment Services. Girard Advisory Services provides wealth management, investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification, supported by proprietary research and an Investment Committee, and manages accounts primarily on a discretionary basis.

Jennifer Strawser is a financial advisor at Girard Advisory Services, LLC with six years of industry experience. She holds a Series 65 designation and has been with Girard Advisory Services since 2019. In addition to her advisory role, she has worked at Univest Bank and Trust Co. since 2005. Girard Advisory Services provides wealth management, investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification, using a proprietary research process and an Investment Committee to guide portfolio management across various asset classes.

Pawel Durka is a CFP® and holds a Series 65 license with seven years of industry experience. He has been with Girard Advisory Services, LLC since 2018 and previously worked at SEI Investments from 2014 to 2018. Girard Advisory Services provides wealth management, investment management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, pension plans, and business entities. The firm emphasizes asset allocation and diversification through a proprietary research process, Investment Committee oversight, and model rebalancing, managing accounts primarily on a discretionary basis.

Luisa Sorkness is a financial advisor at Girard Advisory Services, LLC with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at The Vanguard Group, Inc. and Walmart. Girard Advisory Services provides wealth management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification, utilizing a proprietary research process and an Investment Committee to manage portfolios primarily on a discretionary basis.

John Linsenmeyer is a financial advisor at Girard Advisory Services, LLC with 22 years of industry experience. He holds the Series 66 designation and has previously worked at PNC Investments, Foreside Fund Services, Wellesley Asset Management, Professional Funds Distributor, and PNC Capital Advisors. Girard Advisory Services provides wealth management, investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm emphasizes asset allocation and diversification, supported by proprietary research and an Investment Committee, managing accounts primarily on a discretionary basis.

Mark Maggioncalda is a financial advisor at Girard Advisory Services, LLC with Series 63 and Series 65 licenses and over 17 years of industry experience. His prior roles include positions at Wilmington Trust and Dreyfus Service Corporation. Girard Advisory Services provides wealth management, investment management, financial planning, and retirement plan consulting to a diverse client base including high-net-worth individuals, trusts, charitable organizations, and business entities. The firm’s investment approach emphasizes asset allocation and diversification, supported by proprietary research, an Investment Committee, and model rebalancing across multiple asset classes.

Gary Brown is a financial advisor with Girard Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Girard Advisory Services since 2015 and has been affiliated with Univest Bank & Trust Co. and Girard Investment Services since 1999. Girard Advisory Services provides wealth management, investment management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment approach emphasizes asset allocation and diversification, supported by a proprietary research process and an Investment Committee, with portfolio management offered primarily on a discretionary basis.

Andrew Mcdonough is a financial advisor at Girard Advisory Services, LLC with 15 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Girard Advisory Services and Girard Investment Services in 2024, Mcdonough worked at Prudential Annuities Distributors and Prudential Insurance Company of America from 2008 to 2024. Girard Advisory Services provides wealth management, investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm emphasizes asset allocation and diversification supported by proprietary research and offers both discretionary portfolio management and plan-level consulting.

James Jacobson is a CFP® with 33 years of industry experience, currently serving as an advisor at Girard Advisory Services, LLC. He has been with Girard Advisory Services since 2015 and has also worked at Girard Investment Services, LLC since 2002. Outside of his advisory role, he is an officer of Sted i Skogen, LLC, a real estate rental property business in New Britain, Pennsylvania. Girard Advisory Services provides wealth management, investment 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 discretionary portfolio management, serving clients that include high-net-worth individuals and retirement plan sponsors.