Waseem Khan is a financial advisor at TD Private Client Wealth LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2022, following prior roles at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors, using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Lance Roetling is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds the Series 63 and Series 65 registrations. Prior to joining Key Investment Services in 2025, he worked at RK Financial and TD Bank N.A., including roles at TD Private Client Wealth LLC. Outside of his advisory work, he volunteers as a cook leading kitchen volunteers and preparing meals for people in need through Revivals Outreach Perkasie. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client-directed model selection and provides non-binding recommendations and ongoing portfolio monitoring, supported by its Product Due Diligence Committee and affiliations within the KeyCorp group.

Tyler Cotten is a financial advisor at Kestra Advisory with a Series 66 designation and several years of experience that include roles in both educational institutions and advisory services. His background spans positions at Saint Peters University, Paul D. Camp Community College, George Mason University, the University of North Carolina at Charlotte, and Grafton High School before joining Kestra Investment Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Christopher Whitcombe is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in areas including college education planning, personal retirement planning, and retirement income. Christopher applies a disciplined, analytical approach to financial advising, emphasizing personalized strategies tailored to each client's unique situation. Christopher holds a Bachelor's and a Master's degree from Lehigh University. He has earned professional designations including the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor (CRPC™), and Personal Investment Advisor (PIA). His approach involves thoroughly understanding clients' financial circumstances and goals, analyzing data, and identifying opportunities to improve financial projections and tax strategies. Outside of his professional work, Christopher enjoys music, reading, and spending time with his family. He is committed to educating clients to help them become better stewards of their financial resources through comprehensive, individualized financial planning.

Susan Gross is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 42 years of industry experience. She has been with LPL Financial since 2007. Outside of her advisory role, she works as an NRA instructor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party providers.

Robert Mcclure is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and over 46 years of industry experience. He has been with Equitable Advisors since 1999, following a dual affiliation with Axa Advisors. Outside of his advisory role, he works as a school bus trip driver for athletic teams in the West Chester, PA area. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Robert Martinelli Jr. is a Series 66 licensed financial advisor with six years of industry experience. He is currently with Edward Jones in Exton, PA, having joined the firm in 2026. His prior roles include positions at StoneX Advisors Inc, Lion Street Financial, and The Financial Group of Philadelphia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Andrew Borders is a CFP® professional with 16 years of industry experience, currently advising at Cambridge Investment Research Advisors since 2024. His prior experience includes roles at Citadel Federal Credit Union and CUSO Financial Services, LP. Borders is also an independent insurance agent and owner of Plan and Prosper Financial Partners LLC. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides multiple investment implementation options, including proprietary and third-party model strategies, with both discretionary and non-discretionary approaches tailored to client objectives.

Jodi Bukowski is a financial advisor at Osaic with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at SagePoint Financial, Eagle Strategies (NY Life), and New York Life Insurance Company. Outside of her advisory work, she serves as Fundraising Chair for the Wyomissing Swim Team and is a board member of the Wyomissing Area Education Foundation. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with portfolio management tools and access to third-party money managers, supporting both discretionary and non-discretionary account management.

Elizabeth Lubrano is a financial advisor at Equitable Advisors with 13 years of industry experience. She holds the Series 66 designation and has been with Equitable Advisors since 2012, previously associated with Axa Advisors. Outside of her advisory role, she is involved with the United States Equestrian Federation as a judge and owns a horse breeding business, Horizon Hill Hunter Breeding, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored through a detailed client intake process.

Todd Graham is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. He worked at H.Beck, Inc. for eight years before joining LPL Financial in 2019. Additionally, he has been involved with Christian Concern in a non-investment-related capacity for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, research, and various management options.

Marc Apfelbaum is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2019. He has six years of industry experience, including previous roles at Miller Transportation Group and Penske Truck Leasing. Outside of finance, he is associated with Black Hog Brewing LLC, a brewery located in Oxford, Connecticut. Edward Jones is a full-service wealth management firm serving individual and institutional clients with both discretionary and non-discretionary investment strategies. The firm has a large national presence, managing over $1 trillion in assets through a network of more than 23,000 financial advisors and 15,000 branch offices.

Joseph Miller is a financial advisor with LPL Financial in Wyomissing, PA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with LPL Financial, formerly Linsco/Private Ledger Corp., since 1990. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a broad range of financial planning and advisory services, including discretionary and non-discretionary portfolio management supported by proprietary research and third-party subadvisors.

Nico Echevarria is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, he assists clients in working towards their lifetime financial goals through benefits review, equity compensation, wealth planning, and guidance. He has been with Fidelity Investments since 2020, serving in various capacities including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Nico worked as an Investment Advisor Representative at Brandywine Financial Group from 2018 to 2020, and as a Hardship Determination Administrator at Vanguard from 2015 to 2018. He holds a California insurance license. Outside of his professional career, Nico enjoys family activities, football, movies, music, and parenthood.

Richard Kaufman is a financial advisor at OSAIC with 43 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America Advisors, Inc., Securities America, Inc., and Investacorp Advisory Services. Kaufman also owns and operates Kaufman Advisory Services, Inc., which provides fee-based financial planning and tax preparation, and is an independent insurance agent selling life insurance and annuities. OSAIC Wealth, Inc. serves a diverse clientele including individual, high-net-worth, institutional, and corporate investors through a vast network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and access to third-party money managers to construct portfolios across a range of investment types.

Bryan Stephen is a financial advisor with LPL Financial in Wyomissing, PA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, including 15 years with LPL Financial. Outside of his advisory role, he is the owner of Kiwi Yachts, LLC, a home-based business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

John Schroll is a financial advisor at Osaic with 45 years of industry experience. He holds a Series 63 designation and previously worked for American Portfolios Financial Services, Inc. for 20 years before joining Osaic in 2024. Outside of his advisory role, he sells long-term care and life insurance and prepares individual tax returns for clients. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a wide range of brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage discretionary and non-discretionary portfolios with stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Brian Trainer is a financial advisor with LPL Financial in Reading, PA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at American Portfolios Advisors, American Portfolios Financial Services, and BB&T Securities. Trainer is also involved in selling fixed annuities, fixed life insurance, and long-term care insurance plans. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers diverse advisory programs and financial planning services, utilizing model portfolios and research to support both discretionary and non-discretionary management strategies.

Nathaniel Cooper is a financial advisor with Thrivent Investment Management in Exton, PA, holding a Series 66 designation and three years of industry experience. Prior to his current role starting in 2023, he worked at Stillwater Medical Center from 2016 to 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering both one-time and ongoing planning engagements that cover a wide range of financial topics without implementation of recommendations. The firm’s approach includes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

Angie Klein is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. She previously worked at M&T Securities, Inc. for nine years and has been associated with M&T Bank since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and various management approaches.