Susan Schmidt is a financial advisor with Ameriprise in Collegeville, PA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves on the Board of Directors and as Clerk for Fairview Village Seventh Day Adventist Church. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, using a combination of research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Richard Storms is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and having 26 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he owns Naturally Rofo, a farm store distributing beef and produce, and is involved in farming operations through Heritage Farming LLC and Family Tradition Farming LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to various portfolio programs, supported by a large network of investment adviser representatives who utilize customized strategies and advanced tools.

Frank Staves is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and 27 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. He serves on the Board of Directors and as Treasurer for the Knights of Columbus Governing Board. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jeffrey Gunder is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services for nearly 19 years before joining LPL Financial in 2025. 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, with advisory services primarily delivered by investment adviser representatives utilizing a range of strategies including discretionary and non-discretionary approaches.

Jerome Free Jr. is a financial advisor with Ameriprise in Lansdale, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset criteria, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a combination of research, modeling, and tax-efficiency analysis to generate recommendations, with a focus on assets held in Ameriprise Managed Accounts.

Joshua Gummo is a CFP® professional with 11 years of experience in the financial services industry. He is currently with Cetera and has held roles at Concourse Financial Group Securities Inc, Bank of America, and Merrill Lynch, Pierce, Fenner & Smith Inc. Outside of his advisory work, he serves as an elder at Ebenezer Bible Fellowship Church and participates in development efforts for Church Extension Ministries. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform to implement various investment strategies.

Stefan Szygiel is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. He is currently with Edward Jones and has previously worked at JFS Wealth Advisors, LLC and Girard Investment Services, LLC. Outside of finance, he has been involved with local soccer organizations and worked within the Central Bucks School District. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual, institutional, corporate, and charitable clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Derrick Handwerk is a financial advisor at Cetera with 20 years of industry experience and holds a Series 66 designation. He has been involved with Cetera Advisors LLC since 2013 and owns Handwerk Multi Family Office, a multifamily office focusing on tax planning, risk management, and real estate advice. Outside of his advisory roles, he operates Handwerk Consulting, providing business consulting services related to tax mitigation, trust advisory, and estate planning. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory 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, utilizing affiliated and third-party model portfolios and strategies.

Brent Bernd is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked at Prudential Insurance Company of America since 1990 and was affiliated with Pruco Securities, LLC for 34 years. Outside of his advisory role, Bernd coaches cross country at Dock Mennonite Academy and serves on the board of the Souderton-Telford Historical Society. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm’s model-driven investment approach includes access to third-party asset managers and insurance product sales through affiliated entities.

Meghan Gallagher is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding a Series 66 designation and having one year of industry experience. Her prior experience includes five years at Bank of America and three years at Chase. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Stephen Sharkey Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at Cetera and its affiliates since 2021 and has prior experience with Voya Financial Advisors and Nationwide Securities. Outside of his advisory role, he is a partner and owner of Ondik Sharkey Insurance Group, which sells property, casualty, and employee benefits products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Daniel Pederson is a Series 65-licensed financial advisor with eight years of industry experience. He has been with Fisher Investments since 2018, following a year at Pederson Financial Consulting. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services to a broad client base.

Jennifer Staudenmayer is a CFP® with 12 years of experience in the financial services industry, all of which she has spent at Edward Jones. She holds the Series 66 designation and is based in Limerick, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Claudia Wert is a financial advisor at Wells Fargo Advisors with eight years of industry experience. She holds a Series 66 designation and has worked within Wells Fargo entities since 2013. Outside of her advisory role, she serves as the treasurer for Juventutem Lehigh Valley, a nonprofit organization. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, with tailored recommendations supported by Wells Fargo research and planning tools.

Michael Ahrens is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. Prior to joining Wells Fargo, he spent over 15 years at Morgan Stanley in various capacities, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He also maintains a part-time insurance practice with Princeton Harriman Insurance Solutions. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients who meet specific net-worth thresholds.

Jennifer Mc Donough is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Benjamin Kline is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds Series 63 and Series 66 licenses and has previous experience at Bank of America, Merrill, and The Vanguard Group. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Alexander Mongan is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and having three years of industry experience. His work history includes roles at The Vanguard Group, Inc., First Commonwealth Bank, and the United States Army. Outside of finance, he has experience working with Domino's. 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, model portfolios, third-party asset management, and institutional platforms.

Geraldine Wardle is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of advisory services, she is involved in sales of investment-related products and also participates in referrals for home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses a curated selection of third-party asset managers and a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

Gregory Bowden is a Series 66-licensed financial advisor with 24 years of industry experience, currently practicing at Wells Fargo Advisors since 2017. Prior to this, he spent eight years at UBS Financial Services Inc. He is also the owner of Provident Wealth Management, LLC, an independent practice based in Collegeville, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment recommendations supported by Wells Fargo research and tools, with optional implementation through brokerage or advisory programs.