Mary Reinoehl is a CFP® with 36 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. She has held advisory roles at National Planning Corporation and operates Wealth Builder Advisor and Mary A. Reinoehl & Company, where she manages business accounting, tax, and consulting services. LPL Financial is a national broker-dealer and registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a variety of platforms including financial planning, model portfolio programs, and institutional platforms, supporting its network of over 22,800 advisors.

Jessica Skelton is a financial advisor at OSAIC with 25 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Securities America Advisors, H. Beck, Inc., and Campisi Financial Network. Outside of her advisory role, she owns Ingredients for Wellness, LLC, through which she provides holistic health coaching focused on stress reduction and mindfulness strategies. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and multiple investment platforms to manage portfolios across various asset classes.

Emil Barretta is a financial advisor with Fidelity Investments in Mont Clare, PA, holding Series 63 and Series 66 licenses and four years of industry experience. His background includes roles at Fidelity and The Vanguard Group, along with service in the US Army Reserve. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model-based investment solutions.

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, Bestvest Investments Ltd, and Vision Financial Group. Outside of his advisory role, he is the owner of Vision Financial and Insurance Group, which provides insurance and financial planning services. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and supports multiple advisory platforms and third-party investment solutions.

George Mantzoros is a financial advisor with LPL Enterprise holding the CFP® and ChFC® designations, as well as Series 63 and 65 licenses. He has 43 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

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.

Joanne Natale is a CFP® with 25 years of industry experience, currently with LPL Financial since 2024. Her prior roles include positions at Securities America Advisors, Park Avenue Securities, and Guardian Life Insurance Company. She is also the managing partner of Proactive Tax Strategies, LLP, a tax preparation and accounting firm. 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 financial planning and investment management services utilizing both model portfolios and customized strategies, supported by a broad platform that includes affiliated insurance and banking services.

Carol Lupo is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and over 40 years of industry experience. Her career includes roles at Wells Fargo Clearing and UBS Financial Services. She is also involved with CAL Investment Consultants, LLC, where she is a trustee and owner. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, utilizing proprietary research and tools to develop tailored recommendations.

Tracey Sudo is a financial advisor with LPL Financial in Lansdale, PA, holding a Series 66 designation and 25 years of industry experience. She has worked at several firms, including Cetera Investment Services and PNC Wealth Management. Outside of her advisory role, she is also licensed as a real estate agent with Keller Williams. 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 broad range of advisory services and platforms, including financial planning and third-party asset management, supported by advanced research tools and a large network of investment adviser representatives.

Michael Makaila is a financial advisor at Cetera with four years of industry experience. He holds the Series 66 designation and previously worked at Teva Pharmaceuticals, Inc. for fourteen years. He serves as a board member of Ebony Pearls Foundation, Inc., a nonprofit focused on scholarships and leadership development for young women in Philadelphia County. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services across various program structures, managing over $256 billion in assets.

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.

Brian Grudman is a financial advisor with J.P. Morgan Securities in Royersford, PA, holding a Series 66 designation and four years of industry experience. He previously worked at Corebridge Financial and has served in roles at JPMorgan Chase Bank, N.A., and other firms. Outside of his advisory work, he is registered as an agent for non-securities insurance products. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework for its recommendations.

Richard Trotta is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His career includes roles at Citizens Securities, Santander Securities, StoneX Advisors, Coinbase Capital Markets, and multiple prior tenures at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and leverages research and analytics to support investment decisions, including retirement plan services and a range of financial products distributed through affiliated banks and insurance entities.

Amanda Schulenberg is a financial advisor with Thrivent Investment Management in Montgomeryville, PA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with Thrivent Financial since 2015, including two years at Thomas McGuire - Thrivent Financial before her current role. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive written recommendations on various financial topics without implementation, and offers clients the option to integrate planning with managed accounts through its WealthPlan program.

Michael Hunsicker is a financial advisor at Edward Jones with 17 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining Edward Jones, he worked at Northwestern Mutual and Hartford Investment Financial Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over four million accounts and approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Barry McCarthy is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 23 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2010 to 2021. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Knights of Columbus, Santa Maria Council in Flourtown, PA. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

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.

Jennifer Detweiler is a financial advisor at LPL Financial with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at Securities America Advisors, Strobel Financial, Sunamerica Securities, and Vist Capital Management. Outside of her advisory work, she provides bookkeeping and back-office support through an unrelated business. 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 portfolios, third-party asset management, and institutional platforms.

Thiago Gaspar Sales is a Series 66 registered advisor with LPL Enterprise, based in Collegeville, PA, and has four years of industry experience. His background includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and JP Morgan Chase. Outside of financial services, he was involved with Warrington Pizza Restaurant Inc. for several years. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm primarily employs model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Robert Wert is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Outside of his advisory roles, he serves on the finance council of the Diocese of Allentown and acts as a trustee for a family trust. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations using proprietary research and planning tools. The firm’s services include a broad range of planning options, delivered through a network of financial advisors.