Dennis Haynos is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio management, third-party asset management arrangements, and access to various brokerage and insurance products through an integrated platform.

Roger Yoh is a financial advisor with Thrivent Investment Management, holding the ChFC® designation and Series 63 and 66 licenses. He has 25 years of industry experience and has been with Thrivent since 2015. Outside of his advisory role, he serves on the board of the Reading Berks Basketball Association, where he chairs the Hall of Fame Committee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account services under a consolidated billing option called “WealthPlan.”

Nicole Andre is a Financial Consultant at Fidelity Investments, bringing over two decades of experience in the financial services industry. She collaborates with clients to define their personal, professional, and financial goals, developing strategies that are goal-focused, understandable, and easy to implement. Nicole's career spans various roles including Regional Sales Manager at Citizens Investment Services, Branch Manager positions at Lincoln Investment and Scottrade, and Stock Broker and Intern roles at Scottrade. Her extensive experience equips her to assist clients in planning for their futures using the broad range of tools and resources available at Fidelity. Outside of her professional work, Nicole enjoys activities such as beach outings, football, horseback riding, caring for pets, puzzles, and soccer.

Gregory Falkenbach is a financial advisor with Mass Mutual Investors Services, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. He has been with Mass Mutual Investors Services since 1982 and has over five decades with MassMutual Life Insurance Company. In addition to his advisory role, he works as an agent specializing in life, disability income, and long-term care insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, structuring financial planning as annual collaborative engagements that utilize firm-approved analytical tools and focus on recommending investment strategies.

Kenneth Gula is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, Bestvest Investments Ltd, and Vision Financial Group. Outside of his advisory role, he owns and operates Vision Financial and Insurance Group, which provides various insurance products and financial planning services. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary account management.

George Mantzoros is a financial advisor at LPL Enterprise with 43 years of industry experience. He holds the CFP® and ChFC® designations and has worked with Prudential Insurance Company of America since 1981. LPL Enterprise serves a diverse clientele, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to managed portfolios through both advisory and brokerage channels.

David Bilger is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with Avantax and operates Bilger & Co., CPAs LLC, which offers accounting, tax, and financial services. Outside of his advisory work, he serves as president of the Upper Bucks Ski Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and custom strategies, supported by a large nationwide network of advisors.

Joanne Natale is a CFP® with 25 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. She has previously worked at Securities America Advisors, Park Avenue Securities, and Guardian Life Insurance Company. Outside of her advisory role, she is a CPA and managing partner at Proactive Tax Strategies, LLP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services supported by a national network of investment adviser representatives.

Steven Bond is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2013. Outside of his advisory role, Bond serves as the treasurer of the Optimist Club of Kutztown Foundation, which supports youth activities and fundraising events in the local community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning focused on a broad range of topics without discretionary trading authority, allowing clients to combine planning with managed accounts under a consolidated billing option.

Jason Devlin is a Financial Consultant currently with Fidelity Investments, a role he has held since 2026. He has over two decades of experience in the financial services industry, having served in various capacities including Investment Consultant and Branch Leader at Fidelity Investments, VP Financial Consultant at Charles Schwab, Senior Manager in Wealth Management at TIAA, and multiple roles at Merrill Lynch. His expertise covers retirement and income planning, investment allocation, tax-efficient investments, and estate or legacy considerations. Jason aims to assist clients and their families in understanding their financial situations and developing strategies aligned with their goals. Outside of his professional work, Jason engages in boating, family activities, fishing, outdoor adventures, swimming, and traveling.

Tracey Sudo is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. She has been with LPL Financial since 2010. Outside of her advisory work, she is also a licensed real estate agent with Keller Williams. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with research and model portfolios from LPL Research and third-party subadvisors.

Terri Campbell serves as Vice President, Financial Consultant at Fidelity Investments. In this role, she partners with individuals and families to design and implement personalized financial plans that support long-term wealth management and income objectives. Her approach involves collaboration to ensure each plan reflects clients' unique preferences, risk tolerance, and evolving financial goals. Terri has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and now Vice President, Financial Consultant. This experience has provided her with a comprehensive understanding of financial consulting and investment strategies.

Michael Makaila is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. Prior to joining Cetera, he worked at Financial Partners, LLC and Avantax Advisory Services. He serves as a board member of the Ebony Pearls Foundation, a nonprofit focused on scholarships, leadership development, and education for young women in Philadelphia County. Cetera Investment Advisers LLC is an SEC-registered firm offering financial planning, portfolio management, and retirement services through a nationwide network of independent advisors. The firm serves a diverse client base, including individuals, retirement plans, and institutional accounts, and provides access to a multi-manager platform with both affiliated and third-party investment options.

Kara Famularo is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2014. 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 and 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.

Amanda Schulenberg is a financial advisor with Thrivent Investment Management in Montgomeryville, PA, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has been with Thrivent and its affiliated firms since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive written recommendations on various financial planning topics without portfolio management or discretionary trading authority.

Michael Hunsicker is a CFP®-certified financial advisor with 17 years of industry experience. He currently works at Edward Jones and has previously held roles at Northwestern Mutual and Hartford Investment Financial Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Mason Smith is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked in various roles including real estate sales at Iron Valley Real Estate Northeast. Mason is also a licensed real estate agent serving as an independent contractor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Bridgit Holly is a financial advisor at Thrivent Investment Management with 28 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Holly has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. 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 planning across a broad range of topics and allows clients to combine planning with managed accounts under a consolidated billing option called "WealthPlan," while keeping these services separate.

Jennifer Detweiler is a financial advisor with LPL Financial and holds the Series 63, 65, and 66 designations. She has 14 years of industry experience, with prior roles at Securities America Advisors, Securities America, Inc., and Strobel Financial. Outside of advisory work, she provides bookkeeping and back-office support through APPJAXX LLC and owns a rental business, My Adventure Rental PA, LLC. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Zachary Long is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and two years of industry experience. His career includes roles at Raymond James Financial Services, PNC Bank, and a decade at Service Electric Network. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary advice, and it supports municipal and public-finance work through a unique municipal advisor affiliation.