John Reidy is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes tenure at Securities America Advisors and National Planning Corp. In addition to his advisory role, he serves as a General Agent for Ameritas Life Insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits through a large network of advisers. The firm provides integrated brokerage, advisory, and consulting services, utilizing asset-allocation tools, efficient-frontier analysis, and access to multiple third-party managers to construct portfolios tailored to clients’ investment profiles.

Lois Tubbs is a financial advisor with Merrill in Flemington, NJ, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She has previously worked at Morgan Stanley Private Bank and Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Leach is a Series 66-credentialed financial advisor with 21 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2010. Outside of his advisory role, he leads a small group prayer ministry for fathers called Dads in Prayer, which focuses on providing spiritual leadership resources and support. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning without discretionary trading authority and combines planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Edward Collins is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. He previously worked at Summit Financial Resources Inc and Summit Equities, Inc from 2002 to 2008 before joining LPL Financial in 2008. Outside of his advisory role, Collins co-owns two non-investment businesses, Vimagery Inc and Eat Right Vending, and operates a financial education company, Wealth Wisdom Productions, LLC. 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 services including financial planning, model portfolio programs, and third-party asset management, using both discretionary and non-discretionary strategies supported by advanced technology tools.

Hugh Cameron is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 31 years of industry experience. Prior to joining Cetera in 2019, he worked at BB&T Securities and BBTIS. He is a partner and executive vice president at JBC Companies, focusing on strategies for fixed insurance, and serves on the board for strategic growth and planning at Vista Marketing Partners. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated managers.

Joseph Hodakowski Jr. is a financial advisor at Cetera with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Avantax and 1st Global Capital Corp, as well as operating his own wealth management entity, BKC Wealth Management. He is also a shareholder at BKC CPA's, where he mentors staff and oversees tax-related responsibilities. Additionally, Hodakowski serves as a trustee for family educational and special needs trusts. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various investment options, including model portfolios, third-party managers, and bespoke strategies, encompassing discretionary and non-discretionary account management across multiple custodial arrangements.

Joseph Carty is a financial advisor at Edward Jones with 34 years of industry experience. He holds a Series 66 designation and previously worked at Weeden and Company for 36 years before joining Edward Jones in 2023. His earlier roles include positions at NYLIFE Securities, LLC and New York Life Insurance Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Lindsay Yarnell is a CFP® and holds a Series 66 license with 11 years of industry experience. She currently works at Morgan Stanley, having been with the firm and its affiliates since 2023. Prior to joining Morgan Stanley, Yarnell worked at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Sibyl Saager Zekic is a financial advisor with Stifel in Bethlehem Township, PA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2015. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and government entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Douglas Heil is a financial advisor with LPL Financial, holding a Series 63 designation and over 35 years of industry experience. His prior roles include extensive tenures at Avantax Insurance Agency LLC and Avantax Advisory Services. Heil also owns a tax preparation business, DKH Tax Professionals LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Maria Mc Keon is a Senior Financial Advisor at Merrill Lynch Wealth Management, leveraging over 25 years of experience in the financial industry. She has served in various roles including senior investment banker and public finance professional at Citigroup, co-founder of an advisory firm, CFO, and financial advisor to multiple enterprises. Her practice focuses on corporate and personal investment, retirement planning, liquidity management, insurance, and lending solutions within the Bank of America platform. Maria works with businesses, institutions, non-profits, and individual investors to help them achieve their financial goals through a holistic approach. Maria holds a Bachelor's degree from Herzen University and a Master's degree in International Finance and Business from Columbia University in New York City. She holds several professional designations including Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She maintains a nationwide advisory practice and has considerable international finance and business background from her extensive work and travel in emerging markets. Outside of her professional life, Maria is an avid traveler and engages in personal interests such as antiquing, gardening, and tennis.

Bradley Knecht is a financial advisor at Edward Jones in Quakertown, PA, holding a Series 66 designation with eight years of industry experience. He has worked with Edward Jones since 2017 and previously spent ten years with Enterprise Holdings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kathleen Reese is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked at LPL Financial since 2005 and previously spent three years at Morgan Stanley DW Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.

A Krempa III is a financial advisor at Cambridge Investment Research Advisors with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at IC Advisory Services, Inc., The Investment Center, Inc., and operated Krempa Associates, Inc. He serves as a committee member for Our Lady of the Sacred Heart Catholic Church and holds board roles in local property management organizations. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Arti Shah is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to joining Royal Alliance Associates, INC. in 2018, Shah worked at Sii from 2016 to 2018 and has been involved with Wealth Protection Strategies since 2013. Outside of advisory work, Shah consults on marketing for in vitro diagnostic products through D-TEK LLC. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing various portfolio construction tools and third-party solutions across multiple investment platforms.

Kurt Diehl is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Diehl Financial Group since 2020 and has been associated with PFS Investments Inc. and Primerica Financial Services since 2007 and 2006, respectively. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on portfolio management rather than institutional pension or profit-sharing plans.

Kaitlin Horan is a financial advisor at Fidelity with nine years of industry experience. She holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2018, including her current role at Fidelity Investments since 2025. Her prior experience includes a brief tenure at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios comprised of mutual funds, ETFs, and ETPs. The firm serves a diverse client base and offers advisory roles to several registered investment companies and fund-of-funds.

Christopher Sarr is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Primerica Advisors since 2013 and has worked with Primerica Financial Services since 2002. Outside of his advisory role, he works as a public adjuster through Metro Public Adjustment, Inc. and serves as a youth soccer referee with the Eastern Pennsylvania Youth Soccer Association. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Ryan Mitchell is a financial advisor with Edward Jones in Perkasie, PA, holding a Series 66 designation. He has one year of experience at Edward Jones and four years of prior experience at Citizens Bank. His work history also includes roles at The Giant Company, Chick-fil-A, Tswirl Crepes, and Liberty University. 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 under management through a nationwide network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products.

William Meyer is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he held various roles at West Virginia University, Pelican Shops, Stanton Ridge Country Club, and Hunterdon Central Regional High School. 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, third-party asset management, and institutional platforms, supported by technology and a wide network of over 22,800 advisors.