Caroline Wasielevski is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. She has held roles at Cetera and affiliated firms since 2022 and has prior work history that includes community and retail positions. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services across multiple program structures, supporting over 10,000 advisors and $256 billion in assets under management.

Daniel White is a financial advisor with Ameriprise in Pottstown, PA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of advising, he is involved in managing a commercial real estate holding company, Hillside Maple LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

James Mari Jr. is a CFP® with 18 years of experience in financial planning and asset management. He is currently affiliated with Cetera and its related entities, having joined in 2025 after eight years at CliftonLarsonAllen Wealth Advisors, LLC, and prior roles at Sun National Bank and INVEST Financial Corp. He is also involved with Flagship Financial LLC as a financial professional. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of advisory services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple portfolio management options, including model portfolios, third-party managers, and customized strategies, supported by a large network of over 10,000 advisors and approximately $256 billion in assets under management.

Joseph Reinemann is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Eon Health, Cadence Consulting Group, and held various roles including at Syracuse University and ACA Compliance Group. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and tools, with an emphasis on tailored recommendations and optional implementation through multiple channels.

David Marshall is a Certified Financial Planner® with 20 years of industry experience. He has been with UBS Financial Services Inc. since 2005. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products supported by proprietary research and capital market assumptions.

Christopher Chichilitti is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Cetera and its affiliate Cetera Investment Services since 2005. Outside of his advisory work, he co-owns a contract painting business and also works part-time as a travel agent specializing in planning trips to Disney World and Universal Studios. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that includes model portfolios, third-party managers, and customizable strategies across multiple program structures.

John Schlegel is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Cambridge since 2009 and is also president and owner of Wyomissing Financial Group, an independent insurance agency. In addition, Schlegel is involved in coaching and directing water polo activities in the Pottstown area. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent Financial Professionals, utilizing multiple custody platforms and proprietary as well as third-party investment strategies.

John Sanders is a financial advisor with Cambridge Investment Research Advisors holding Series 66 and Series 63 certifications and four years of industry experience. He previously worked at The Vanguard Group and has experience in financial services and other sectors including education and retail. He served with the United States Soccer Federation (Elkridge Youth Organization) for over a decade. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through independent Financial Professionals. The firm provides financial planning, investment management, and retirement plan advisory services using a range of portfolio management strategies and platforms.

William Quaglio is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked with Primerica Advisors since 2014 and has additional roles in multiple school districts including Parkland, Southern Lehigh, Allentown, and Salisbury Township. Outside of advising, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

David Wood is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. He previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory role, he owns SEA BUDDY ENTERPRISES LLC. 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 financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

John Gallagher is a CFP® with 33 years of experience in the financial industry. He is currently with Cetera Investment Advisors, having joined in 2026 after prior roles at Commonwealth Financial Network and Lincoln Investment Planning, Inc. Gallagher spends a portion of his time involved in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various program structures and custodial relationships across a network of over 10,000 advisors.

David Grindle Jr. is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked with Wells Fargo Funds Distributor, LLC and Wells Fargo Funds Management, LLC over 15 years before joining Wells Fargo Advisors in 2021. In addition to his advisory role, he owns Grindle Wealth Management, LLC, where he dedicates significant time. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, providing a broad range of financial planning and investment services tailored to clients who meet a net-worth threshold.

Lindsey Borgese is a CFP® with 21 years of industry experience, currently affiliated with Cetera. Her career includes roles at Contour Capital Holdings, Contour Wealth Management, Cetera Advisors LLC, and National Planning Corporation. Outside of her advisory work, she serves as co-president of the Marlborough Elementary School Parent-Teacher-Fundraising Society. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of investment programs and access to numerous third-party money managers.

Shaun Conahan is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Conahan serves on the board of the Indian Valley Chamber of Commerce, where he helps organize the annual golf outing. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Timothy Swartley is a CFP® professional with 26 years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at Cetera and CETERA Advisor Networks. Outside of his advisory role, he serves on the boards of the Grand View Health Foundation and the Senior Adult Activity Center of Indian Valley, and he is a partner in a hunting and fishing club. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management approaches and platform arrangements tailored to client objectives.

Shaun Small is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Small is also involved in managing Essential Ally Capital Management, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm uses proprietary research and planning tools to develop personalized recommendations, with an offering that includes both brokerage and advisory programs.

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.

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.

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.

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.