Brian Rogers is a financial advisor with Ameriprise in Springfield, PA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Wells Fargo Clearing and Global Atlantic Financial Group, as well as teaching appointments at several high schools and universities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on written recommendation reports and ongoing, tax-aware withdrawal strategies.

Brian Hines is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including prior roles at VOYA Financial Advisors. Hines also works as an independent insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Scott Brong is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he held positions at The Prudential Insurance Company of America and Pruco Securities LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a nationwide network of financial advisors and branch offices.

Aaron Von Alst is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. He previously worked at Sei from 2005 to 2025 and has been with Cetera since 2026. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers across multiple program structures.

Christopher Haring is a financial advisor with LPL Financial in Limerick, PA, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Edward Jones. Outside of finance, he is employed as a helper at Heidel Plumbing. 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 services including financial planning, model portfolios, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

John Kochel is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a member of the vestry at Augustus Lutheran Church, is an appointed member of the Trappe Borough Zoning Board, and is a partner in a family horse breeding and training business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based planning across a range of financial topics. The firm offers these services without discretionary trading authority and blends planning with managed accounts through a consolidated billing option called WealthPlan.

Jon Ernst is a financial advisor with OSAIC, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and has been a CPA with David A. Stortz & Associates, CPAs since 1994. Outside of his advisory roles, he serves as a member of the finance committee for St. Ann Church. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

John Ungerman is a financial advisor with Thrivent Investment Management in Pottstown, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. 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, holistic financial planning across a wide range of topics and allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”

Vito Martutartus is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include seven years at VOYA Financial Advisors and several years with Cetera and Cetera Wealth Services. He is also involved in independent insurance sales through his business activities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, operating at significant scale with more than 10,000 advisors and $256 billion in assets under management.

Rose Galeano Phillips is a CFP®-certified financial advisor with 21 years of industry experience. She currently works at OSAIC and has held previous roles at Wells Fargo Clearing, Chase Investment Services Corp., and PNC Wealth Management. Phillips serves as president of Rotary District 7430, where she is involved in youth exchange programs and other administrative functions. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that emphasize model-based asset allocation and portfolio optimization, supported by a range of managed accounts and third-party manager programs.

Dennis Keyser is a financial advisor with LPL Financial in Quakertown, PA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at multiple firms including LPL Financial, Thrive Capital Management, Infinex Investments, and several regional banks. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various advisory tools and a large network of investment adviser representatives.

Adam Guenard is a financial advisor at Ameriprise with the Series 66 designation. He has been with Ameriprise since 2025 and has prior experience in political campaigns and community roles, including work with the Republican Party of Pennsylvania and the Brian Fitzpatrick Congressional Campaign. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and annual planning advice focused on retirement income strategies. The firm’s approach incorporates proprietary research and algorithmic tools, with distinctive enrollment criteria and an investment universe influenced by affiliated product relationships.

Savannah Webb is a financial advisor with Primerica Advisors in Quakertown, PA, holding Series 63 and Series 65 credentials and four years of industry experience. Her prior roles include positions at PFS Investments Inc., PPL Electric Utilities, and Primerica Financial Services. In addition to financial advising, she receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based investment strategies managed by unaffiliated asset managers. The firm operates on a large scale, with thousands of advisors and approximately $15.5 billion in assets under management.

Kathleen Arnold is a financial advisor with Ameriprise in Lansdale, PA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written Recommendation Reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Donna Leffler is a financial advisor at Stifel with 26 years of industry experience. She has been with Stifel since 2007 and holds Series 63 and Series 65 designations. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses that support client decision-making.

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 Gunsiorowski is a financial advisor with Wells Fargo Clearing in Chalfont, PA, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party providers.

Blaine Fritsch is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Stifel since 2007 and previously worked at Ryan Beck & Co. for one year. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm emphasizes a proprietary investment methodology developed by its Investment Strategy Group, offering analyses intended to support client decision-making.