Edward Tierney is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Brian Laird is a Financial Consultant currently working at Fidelity Investments. In this role, he collaborates with clients to develop comprehensive financial plans aimed at achieving their life goals. Brian has held various positions in the financial services industry, including Investment Consultant at Fidelity Investments (2023-2024), Financial Advisor at Citizens Securities, Inc. (2022-2023), Premier Advisor (Wealth Client Consultant) at Citizens Bank (2021-2022), and Senior Licensed Relationship Banker at Citizens Bank (2018-2021). This experience has contributed to his expertise in financial planning and client relationship management.

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.

Walter Roland is a financial advisor with Mass Mutual Investors Services in Center Valley, PA, holding Series 65 and Series 63 licenses and bringing 34 years of industry experience. He has been with Mass Mutual Investors Services since 1991 and has also served as an insurance agent specializing in life, health, group life, and group health since 1989. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative financial planning engagements supported by firm-approved analytical tools and educational seminars.

Cheryl Berry is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Thrivent and its affiliates since 2017. Prior to her advisory role, she worked as faculty in the dental hygiene clinic at Montgomery County Community College, where she taught clinical skills. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account solutions under a consolidated billing option called “WealthPlan.”

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.

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.

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.

Joseph Lo Stracco is a financial advisor at Cetera with eight years of industry experience and holds the Series 66 designation. His prior roles include positions at Voya Financial Advisors and Kalejta Financial Management. He is also involved with Flagship Financial, a financial services firm. Cetera Investment Advisers LLC is a large, SEC-registered advisory firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes discretionary and non-discretionary program options.

Thomas Mc Kee is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Wawa from 2015 to 2018. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of more than 23,000 advisors.

Matthew Cappelletti Jr. is a financial advisor with LPL Financial in Pottstown, PA, holding a Series 63 designation and 22 years of industry experience. He has been with LPL Financial since 2006 and previously practiced at Cappelletti Pinter & Co PC for 31 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Kelly Williams is a financial advisor with Charles Schwab with 10 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab since 2013, with a brief consulting role at a family-run business, The Village Teahouse. She also assists her husband with organizing a small online resale hobby. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, using multi-asset model portfolios and centralized operational support.

Michael Tunke is a financial advisor at Cetera with 23 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Pembroke Wealth, Voya Financial Advisors, Equitable Advisors, and Axa Advisors. Outside of advising, Tunke serves as a board member and golf committee chair for Brookside Country Club of Allentown and is involved in tax planning and life settlement businesses. Cetera Investment Advisers LLC operates a multi-manager platform serving a diverse client base including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers. The firm manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Joshua Hinkle is a financial advisor at Stifel with 12 years of industry experience and holds the Series 66 designation. Prior to joining Stifel in 2020, he worked at Wells Fargo Clearing and Morgan Stanley. Outside of his advisory role, Hinkle is involved in youth sports as a director and coach for Rotties Baseball Inc., a youth travel baseball organization. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Mary Reinoehl is a CFP® with 36 years of industry experience currently affiliated with LPL Financial since 2017. Her prior experience includes roles at National Planning Corporation and operating Wealth Builder Advisor and Mary A. Reinoehl & Co., her own business concentrating on accounting, bookkeeping, tax services, consulting, and coaching. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with access to model portfolios, research, and various technology-driven investment solutions.

Patrick Looney is a financial advisor at Mass Mutual Investors Services with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at T. Rowe Price and One Main Financial. His background also includes nine years at Westhampton Country Club. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements utilizing firm-approved software and education seminars, with optional implementation of recommendations through separate brokerage or insurance arrangements.