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Christopher B

Series 66

Collegeville, PA

LPL Financial

Christopher Bruder is a financial advisor with LPL Financial, holding a Series 66 credential and 23 years of industry experience. He has been with LPL Financial since 2006. Bruder also operates under the DBA The Bruder Investment Group and provides non-variable life insurance policies for clients as part of his business activities. 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 advisors. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and research services.

College savings (529s, UTMA, etc.)
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Brandon S

Series 66

Collegeville, PA

LPL Financial

Brandon Skupski is a financial advisor at LPL Financial with 18 years of industry experience and a Series 66 designation. His prior work includes roles at J Alden Associates, Alden Capital Management, Triad Hybrid Solutions, Triad Advisors, and Wells Fargo Clearing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and various technology-driven solutions.

College savings (529s, UTMA, etc.)
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Jennifer C

Series 66, Series 63

Perkiomenville, PA

Cetera

Jennifer Connolly is a financial advisor with Cetera who holds the Series 66 and Series 63 designations and has eight years of industry experience. She has previously worked at firms including RKL Wealth Management LLC and Avantax, and she currently provides comprehensive financial planning services at Johanson & Yau. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors and serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services across various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Graig N

CFA®, Series 63, Series 66

Gilbertsville, PA

LPL Financial

Graig Nickel is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes 14 years at The Vanguard Group, Inc. Outside of his advisory role, he is involved in non-investment businesses including a bagel shop and a contracting service in Pennsylvania. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by in-house and third-party research and portfolio management capabilities.

College savings (529s, UTMA, etc.)
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Joseph L

Series 66

Sanatoga, PA

Cetera

Joseph Lo Stracco is a financial advisor at Cetera with eight years of industry experience and holds the Series 66 designation. His prior roles include positions at Voya Financial Advisors and Kalejta Financial Management. He is also involved with Flagship Financial, a financial services firm. Cetera Investment Advisers LLC is a large, SEC-registered advisory firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes discretionary and non-discretionary program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Randal D

Series 66

Collegeville, PA

LPL Financial

Randal De Fillippis is a financial advisor at LPL Financial with 13 years of industry experience and a Series 66 designation. He has previously worked with Denise Sattherthwaite and Waddell & Reed, Inc., and has experience in insurance sales through various carriers connected to W&R insurance agencies. 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 financial planning and advisory programs, including model portfolios and retirement plan consulting, and utilizes research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Matthew C

Series 63

Pottstown, PA

LPL Financial

Matthew Cappelletti Jr. is a financial advisor with LPL Financial in Pottstown, PA, holding a Series 63 designation and 22 years of industry experience. He has been with LPL Financial since 2006 and previously practiced at Cappelletti Pinter & Co PC for 31 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Donald C

Series 63, Series 65

Collegeville, PA

Wells Fargo Advisors

Donald Cornagie is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors Financial Network since 2012. Outside of his advisory role, he serves as an executor for estates and trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, and specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jessica S

Series 63, Series 66

Fairview Village, PA

OSAIC

Jessica Skelton is a financial advisor at OSAIC with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked with Securities America Advisors, H. Beck, Inc., and Campisi Financial Network. Outside of her advisory role, she owns Ingredients for Wellness, LLC, where she provides holistic health coaching focused on stress reduction through mindfulness strategies. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kenneth G

Series 63, Series 65

Quakertown, PA

OSAIC

Kenneth Gula is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, Bestvest Investments Ltd, and Vision Financial Group. Outside of his advisory role, he owns and operates Vision Financial and Insurance Group, which provides various insurance products and financial planning services. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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David B

Series 63, Series 65

Quakertown, PA

Cetera

David Bilger is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with Avantax and operates Bilger & Co., CPAs LLC, which offers accounting, tax, and financial services. Outside of his advisory work, he serves as president of the Upper Bucks Ski Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and custom strategies, supported by a large nationwide network of advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Darryl B

Series 63, Series 65

Reading, PA

LPL Financial

Darryl Benfield is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2012 and also maintains a long-term affiliation with Wyndham Advisors, LLC. Outside of his advisory work, he is licensed as a non-variable insurance agent offering life, long-term care, and disability insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios, including both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Michael M

Series 66

Harleysville, PA

Cetera

Michael Makaila is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. Prior to joining Cetera, he worked at Financial Partners, LLC and Avantax Advisory Services. He serves as a board member of the Ebony Pearls Foundation, a nonprofit focused on scholarships, leadership development, and education for young women in Philadelphia County. Cetera Investment Advisers LLC is an SEC-registered firm offering financial planning, portfolio management, and retirement services through a nationwide network of independent advisors. The firm serves a diverse client base, including individuals, retirement plans, and institutional accounts, and provides access to a multi-manager platform with both affiliated and third-party investment options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Austin A

Series 63, Series 65

Reading, PA

Raymond James Financial

Austin Andrews is a financial advisor at Raymond James Financial with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Raymond James Financial in 2023, he held roles at Fulton Bank and Fulton Financial Advisors. Outside of his advisory work, Andrews has worked as an independent contractor for delivery services, including Amazon Flex and InstaCart. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Marilyn B

CFP®, Series 63

Collegeville, PA

Cetera

Marilyn Banyai is a CFP® and CPA with 39 years of industry experience. She currently works at Cetera and has a long history with Avantax Advisory Services and related firms, spanning over two decades. In addition to her financial services career, she is an author of non-fiction books on photography, Bible characters, and crafts, and serves as secretary and scholarship committee chair for the Buxmont Chapter of PSTAP. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting various investment programs and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Wyatt K

Series 66

Reading, PA

LPL Financial

Wyatt Klopp is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked in various roles including positions at Target, the Reading Fightin Phils, and Jacksonville University. Outside of his advisory work, Wyatt sells sports cards online. 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 representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing various model portfolios and research to support both discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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Bridgit H

ChFC®, Series 63, Series 65

Harleysville, PA

Thrivent Investment Management

Bridgit Holly is a financial advisor at Thrivent Investment Management with 28 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Holly has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning across a broad range of topics and allows clients to combine planning with managed accounts under a consolidated billing option called "WealthPlan," while keeping these services separate.

Business ownership considerations
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Thiago G

Series 66

Collegeville, PA

LPL Enterprise

Thiago Gaspar Sales is a Series 66 licensed financial advisor with four years of industry experience. He is currently with LPL Enterprise and has prior experience at Prudential Insurance Company of America, Pruco Securities LLC, JP Morgan Chase, and Wells Fargo. Outside of finance, he has been involved with Warrington Pizza Restaurant Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Russell T

CFP®, Series 63, Series 65

Collegeville, PA

OSAIC

Russell Talone is a CFP® professional with 23 years of industry experience, currently serving with OSAIC since 2024. Prior to joining OSAIC, he spent 20 years at Woodbury Financial. He is a member of the Finance Committee on the board of Holy Cross Regional Catholic School. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a systematic investment process using asset-allocation tools and supports both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Lori P

Series 66

Collegeville, PA

Wells Fargo Advisors

Lori Piazza Timchack is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding a Series 66 designation and 12 years of industry experience. She previously worked at Merrill Lynch Pierce Fenner & Smith Incorporated for 17 years and held positions at several firms including Raymond James Financial and Jacobi Capital Management. In addition to her advisory role, she is a notary public for the state of Pennsylvania and owns a law-related business in Wilkes-Barre, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and fee-based financial planning services, leveraging proprietary research and planning tools to deliver tailored recommendations across various planning needs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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