Kenneth Del Goleto is a financial advisor at Ameriprise with 39 years of industry experience. He holds the Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm provides advisory, brokerage, and insurance solutions with a focus on retirement income strategies that incorporate research, modeling, and tax-efficiency analysis.

Barry Weller is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors and Questar Asset Management. In addition to his advisory role, he owns and operates Barry Weller & Associates Inc., a tax preparation and insurance services firm. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to third-party money managers and managed accounts. The firm utilizes asset-allocation tools and risk assessment techniques to construct diversified portfolios across multiple investment types.

Andrea Wilson is a financial advisor with LPL Financial in Reading, PA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Linsco/Private Ledger Corp. since 2007 and operates Cornerstone Financial Strategies, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through an extensive national network. The firm offers diverse financial planning and advisory programs with discretionary and non-discretionary management, incorporating research from multiple sources and a variety of investment strategies.

Timothy Cicala is a financial advisor at Equitable Advisors with seven years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2019. Outside of his advisory role, he serves as a board member for Filitalia International Cosmi Chapter and is a member of the National Italian American Foundation and The Union League of Philadelphia. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer and utilizes LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Gary Shumate Jr. is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Saxony Capital Management and Saxony Securities for 12 years. Outside of advisory work, he owns and manages several LLCs involved in real estate holdings and rental properties. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across a variety of investment types on both discretionary and non-discretionary bases.

Stacy Pfizenmayer is a CFP® with 30 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. She previously worked for American Portfolios Financial Services, Inc. for 11 years. Outside of her advisory role, she is a partner in iValue Financial Planning, where she focuses on insurance and tax services. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory, and financial planning services supported by various asset-allocation tools and third-party solutions.

Dominic Marinucci is a financial advisor with Mass Mutual Investors Services in Exton, PA. He holds a Series 66 designation and has 16 years of industry experience, including 15 years with Mass Mutual and its affiliated firms. Outside of his advisory role, he serves as a course instructor at Delaware County Community College. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning using firm-approved tools and educational seminars, serving a diverse client base including high-net-worth individuals.

Gary Noecker Sr. is a financial advisor with LPL Financial in Wyomissing, PA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with LPL Financial and its predecessor entity since 1995. Outside of his advisory work, he manages a business entity called Berkshire Investment Group. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a large network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and various portfolio management tools.

Marc Nettles is a financial advisor with Wells Fargo Advisors in Exton, PA, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Wells Fargo Advisors since 2009, including a prior role at Wells Fargo Clearing. Outside of his advisory work, he serves as a basketball referee for the Pennsylvania Interscholastic Athletic Association. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including cash-flow, retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, which clients may choose to implement through brokerage or advisory programs.

Brett Diamond is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked for ten years at Exeter Township School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Theodore Carol is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James Financial since 2009. Additionally, he has worked with Fulton Bank and Fulton Financial Advisors, where he is also involved in the sales of investment products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports institutional consulting and portfolio management across an extensive advisor network.

Lorrie Hillard is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. Her work history includes roles at Ephrata National Bank, Truist Advisory Services, and Bb&T Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches.

Alicia Pittman is a financial advisor at Osaic with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Atrium Health and Geisinger Health. Outside of her advisory role, Pittman serves as secretary for the Reamstown Memorial Park Association and owns a tax preparation business. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of brokerage and advisory services and employs various portfolio construction tools and third-party platforms to support its large network of affiliated advisers.

Andrea Bacon is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at Brubaker Connaughton Goss & Lucarelli and the Solanco School District. Outside of her advisory role, Bacon has provided private math tutoring on a sporadic basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its clients through a large nationwide network of financial advisors and branch offices.

Euan Livington is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at Equitable Advisors and T. Rowe Price. He has also worked at West Chester University and Hartefeld National Golf Course. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Brad Krajsa is a financial advisor with Ameriprise in Wyomissing, PA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its related entities since 2003. Krajsa owns and administers CSWMG, Inc., a business established to manage his Ameriprise practice administration and expenses. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Anthony Lubrano is a financial advisor at Equitable Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 1999, including its predecessor AXA Advisors. Outside of his advisory role, he serves as a trustee at The Pennsylvania State University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional entities. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating mainly through LPL-sponsored solutions and a range of endorsed TAMPs.

John Larson Jr. is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial. He previously spent 14 years at Lincoln Investment Planning, Inc., followed by a year at Capital Analysts before joining LPL Financial. Larson is also involved in tax preparation and accounting through Scamuffa-Larson Tax Services, LLC. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services, supported by both discretionary and non-discretionary management and access to model portfolios and research.

Patrick Mullins is a financial advisor with LPL Financial and holds a Series 63 designation. He has 39 years of industry experience, with prior roles at Grove Point Advisors, Grove Point Investments, Fidelity Union Life Insurance Company, and Alliance Life. Mullins also operates Mullins Wealth Management, a business related to his advisory activities. LPL Financial serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and brokerage services, supported by model portfolios, third-party research, and various technology tools.

William Fagan Jr. is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors for nine years. In addition to his advisory role, he is licensed as an insurance agent offering a range of insurance products including accident and health insurance, disability insurance, and annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, employing a variety of asset allocation tools and portfolio management options.