Ronald Centofanti is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for 29 years. His background also includes a role as an independent real estate contractor with Keller Williams Realty Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Joseph Campisi is a financial advisor at OSAIC with 35 years of industry experience. He holds the CFP® designation and worked previously at Securities America Advisors and H.Beck Inc. He is also president of Campisi & Campisi, Inc., an accounting and tax firm he founded in 1991, and serves as a trustee of the Campisi Family Trust. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct portfolios that range from stocks and bonds to alternative investments.

Gary Sanson is a CFP® and ChFC® with 33 years of experience in financial services. He is affiliated with Cambridge Investment Research Advisors and has held roles at Continuity Partners Group, LLC and various insurance agencies since the late 1990s. Sanson serves as a volunteer for the Regency at Kimberton Glen Homeowner's Association. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment solutions delivered through a network of independent financial professionals, with capabilities spanning discretionary and non-discretionary portfolio management across multiple platforms.

Garrett Tait is an advisor with LPL Financial holding a Series 66 credential and has less than one year of industry experience. His prior experience includes roles at Ardent Credit Union and CUSO Financial Services, LP, as well as various positions during his time at Penn State and other employers. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by internal research and third-party subadvisors.

Theresa Weaver is a financial advisor with Primerica Advisors in Quakertown, PA, holding Series 63 and Series 65 credentials and 9 years of industry experience. She has worked at PFS Investments Inc. since 2017 and has been with Primerica Financial Services since 2016. Outside of her advisory role, she is self-employed as an HR consultant and serves as an ambassador for Plexus Worldwide. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale, delivering advisory services through a model-based approach supported by third-party asset managers and custodians.

Matthew Buckery is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2023. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses across various financial topics without discretionary trading authority or institutional portfolio management.

Christopher Griffith is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at INVEST Financial Corp, MML Investors Services, and MassMutual Life Insurance Co. Outside of his advisory work, he operates a retail business, The Bar Cart, which sells wine and spirits. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management, supported by model portfolios and research from LPL Research and third-party subadvisors.

Patrick Hanosek is a financial advisor with MassMutual Investors Services in Collegeville, PA, holding a Series 66 license and bringing nine years of industry experience. He has worked at Wienken Advisors, Ltd. since 2018 and has been with MML Investors Services and MassMutual since 2016. Outside of advisory work, he serves as an insurance agent for a group life and health agency and participates as a speaker and presenter of educational seminars. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing, collaborative planning with written recommendations and offers event-driven planning programs alongside educational seminars.

Samuel Flaherty is a financial advisor with LPL Financial and holds the CFP® and ChFC® designations, bringing 25 years of industry experience. He has been with LPL Financial since 2011 and also operates Flaherty Financial Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by research and model portfolios.

John Fair is a financial advisor with LPL Financial in Collegeville, PA, holding the Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Brooks Brothers from 2011 to 2018. 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, and retirement consulting, utilizing model portfolios, research, and both discretionary and non-discretionary management approaches.

Kevin Cuthill is a CFP® professional with 13 years of industry experience, currently serving at Ameriprise since 2024. Prior to that, he worked at Edward Jones for 12 years. He is also the owner of Cuthill Group, LLC, where he manages an advisory business. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research and modeling with tax-efficient strategies to deliver personalized retirement income recommendations.

Matthew Robb is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds a Series 66 designation and previously worked at Fleetwood Bank before joining Thrivent in 2018. Outside of his advisory role, he serves as a seasonal Santa Claus impersonator and holds leadership positions on the boards of the Daniel Boone Optimist Club and the local Salvation Army advisory board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of planning topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its planning engagements.

Ryan Satterthwaite is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has previously worked at Waddell & Reed Inc. and Collegeville Tax. He is also involved in tax preparation and accounting through Collegeville Tax Services LLC and has an investment-related business, Stone Bridge Financial Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by in-house and third-party research.

Robin Clay is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has worked at Cetera since 2020 and previously spent nearly two decades with Avantax in various advisory and insurance roles. Outside of her advisory work, she owns a tax preparation and planning business, Tax Returns Plus Financial Services, and is a notary. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets.

Avery Sanson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. Their background includes roles at Cambridge Investment Research, Inc. and Financial Voyages, LLC, as well as work at the Los Angeles Film School. Avery is also an owner of Sanson Legacy Financial Planning LLC. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm offers a variety of investment solutions through a network of independent professionals, with access to proprietary and third-party model strategies tailored to client objectives.

Bryan Wise is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has previously worked at Primerica Financial Services and in education with the Coatesville Area School District. Outside of finance, he has worked as a substitute teacher for local K-12 schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and comprehensive written recommendations across various financial planning topics. The firm offers these planning services separately from managed accounts and does not accept discretionary trading authority for Dedicated Planning Service engagements.

David Deleon is a financial advisor with LPL Financial who holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at Diamond Credit Union, Primerica, Pennsylvania State University, Target Corporation, and Adam Art. He is also involved with Diamond Credit Union, a financial institution. 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, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios, research, and advanced technologies.

Leo Webb is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Primerica Advisors since 1995 and with Primerica Financial Services since 2003. Outside of advisory work, he is involved in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model based on tiered wrap fees and ongoing oversight.

Byron Leach is a CFP® with 14 years of experience in the financial services industry. He is currently with OSAIC and has prior experience at Securities America Advisors and H.Beck, Inc. Outside of his advisory role, he is employed as a CPA at Campisi & Campisi Inc., an accounting and tax preparation firm. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a range of investment solutions, including access to third-party money managers and automated portfolio management tools.

Joseph Staley is a financial advisor at Equitable Advisors with eight years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2018, including a prior role at AXA Advisors. Outside of his financial advisory work, Staley serves as an assistant wrestling coach at W.T. Woodson High School in Fairfax County. Equitable Advisors serves a diverse client base, including individuals, high-net-worth and institutional clients, offering financial planning, broker-dealer services, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a delivery model that emphasizes third-party program sponsors and LPL-sponsored solutions.