Jason Allen is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Empower Advisory Group, he worked for De Lage Landen for ten years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Lance Roetling is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 65 credentials. He has four years of industry experience, including roles at RK Financial and TD Bank N.A. Outside of his advisory work, he volunteers as a cook providing meals to people in need through Revivals Outreach in Perkasie, PA. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm uses a multi-provider platform and emphasizes non-discretionary model portfolios supported by KeyCorp affiliates.

Zachary Capaldo is a financial advisor with Empower Advisory Group in Collegeville, PA, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at GWFS Equities, MML Distributors, MassMutual, NFP Retirement, Lincoln Benefits Group, and Kestra Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage account holders. The firm’s integrated model emphasizes long-term portfolio returns, annual rebalancing, and client savings rates within plan lineups selected by plan sponsors.

Anthony Sergio Jr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Co since 2016. In addition to his advisory role, he serves as a board member for the Misericordia University Alumni Association. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, providing a range of investment management and brokerage solutions.

Conor Staples is a financial advisor at Janney Montgomery Scott with four years of industry experience. He holds the Series 66 designation and serves on the board of the Spring-Ford Chamber of Commerce in Limerick, PA, where he participates in board governance and community events. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporations, and charitable organizations, offering a range of brokerage, financial planning, and advisory services supported by centralized asset management and in-house custody capabilities.

Scott Rakowski is a financial advisor at Centaurus Financial, Inc. with five years of industry experience. He holds a Series 66 designation and has been the owner and president of Rakowski & Company, PC, a CPA firm specializing in tax preparation and accounting, since 1999. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a blend of fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management through platforms such as CLASSIC Plus and FlexUMA.

Lynn Craig is a CFP® with 38 years of industry experience, currently with Cetera since 2025. She previously worked at Commonwealth Financial Network, Capital Analysts, and Lincoln Investment. Craig is co-owner of The Fitness Squad, LLC, which operates an Orangetheory Studio. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

George Mcreynolds Jr. is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Cambridge Investment Research and Commonwealth Financial Network. Outside of his advisory work, he is involved in authoring and life coaching through Just Abundance Media LLC and serves as a certified firearms safety instructor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Christopher Kelly is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with Wells Fargo Advisors in various capacities since 2009. Outside of his advisory role, he serves on the finance committee of The Country Club of Scranton. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients through a network of advisors. The firm offers a wide range of planning services and integrates advisory with other financial product sales and referral channels.

John Williams is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following roles at Wells Fargo Advisors, LLC and UBS Financial Services. Outside of his advisory work, Williams serves as a Committeeman for the Montgomery County Republican Committee in Whitemarsh Township East-1 District. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers a range of brokerage and advisory solutions supported by in-house research and third-party analytics.

Brook Williams is a financial advisor with Thrivent Investment Management in Montgomeryville, PA. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, all with Thrivent Financial for Lutherans since 2002. Williams serves as a board member for the Indian Valley Education Foundation, where he helps coordinate fundraising efforts and decision-making to support educational programs in the Souderton School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses. The firm offers planning on a one-time or ongoing basis, with services covering a wide range of topics but without implementation of recommendations or discretionary trading authority.

Christopher Ciavarelli is a financial advisor at Fidelity with 28 years of industry experience. His prior roles include positions at The Vanguard Group and Amazon, as well as self-employment. Outside of his advisory work, he has been an independent contractor driving for a ride share service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies.

Joyce Breinlinger is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and previously worked at The Vanguard Group, Inc. for five years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm is notable for its extensive network of advisors and branch offices, as well as its fiduciary standard and variety of managed solutions.

Mark Freilich is a financial advisor with LPL Financial in Collegeville, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2009. Freilich operates under the DBA DeKalb Wealth Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides advisory and brokerage services through a large network of advisors with access to a range of financial planning, model portfolios, third-party asset management, and institutional platforms.

Nathan Christman is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and four years of industry experience. He has worked at LPL Financial and QNB Bank since 2023 and previously at PNC Capital Markets, LLC. Outside of advisory work, he is employed part-time at Target. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research and technology tools.

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.

Michael Cappiello is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Enterprise LLC, The Prudential Insurance Company of America, Pruco Securities LLC, and Ameriprise Financial Services Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Robert Musselman is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at VOYA Financial Advisors and operated his own firm, R Bruce Musselman. He is also president of Musselman Financial Solutions, LLC, a firm involved in the sale of fixed insurance, securities, and investment products. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, as well as institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Mckenzie Moore is a financial advisor at Wells Fargo Advisors with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Wells Fargo Advisors in 2025, Moore worked at Charles Schwab and held positions outside the financial sector, including roles at Tommy Hilfiger, UPS, DoorDash, and staffing companies. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, utilizing proprietary research and planning tools to develop tailored recommendations.

Michael Frederick is a CFP® and ChFC® with 27 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at firms including J Alden Associates, Triad Advisors, Wells Fargo Advisors, and Merrill. He serves as treasurer of the Upper Frederick Fire Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.