John Schlegel is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory role, he is president and owner of Wyomissing Financial Group and serves as an assistant coach for Buxmont Water Polo, as well as a director at Norco Polo. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Kyle Ryan is a CFP® and ChFC® with seven years of industry experience. He is currently affiliated with LPL Financial and Menninger & Associates, where he has worked since 2018 and 2022 respectively. Outside of his advisory roles, he contributes as an article editor for LendEDU. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

John Sanders is a financial advisor with Cambridge Investment Research Advisors holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at The Vanguard Group and Carvana, and he has been involved with Financial Voyages, LLC. Sanders also served with the United States Soccer Federation’s Elkridge Youth Organization for 13 years. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

David Wood is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. He is also the owner of SEA BUDDY ENTERPRISES LLC, a business registered in Doylestown, PA. 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 wide range of advisory services and investment strategies, supported by extensive resources and a large network of advisors.

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.

David Grindle Jr. is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked with Wells Fargo Funds Distributor, LLC and Wells Fargo Funds Management, LLC over 15 years before joining Wells Fargo Advisors in 2021. In addition to his advisory role, he owns Grindle Wealth Management, LLC, where he dedicates significant time. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, providing a broad range of financial planning and investment services tailored to clients who meet a net-worth threshold.

Lindsey Borgese is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial. Her career includes roles at Cetera and Ameriprise, among others. Outside of financial advising, she serves as co-president of the Marlborough Elementary School Parent-Teacher Fundraising Society. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio programs, supported by technology and a broad platform of non-advisory financial activities.

Timothy Swartley is a CFP® professional with 26 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Cetera and Girard Advisory Services. Outside of his advisory work, he serves as a board member and volunteer for several nonprofit organizations including the Grand View Health Foundation and the Senior Adult Activity Center of Indian Valley. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple platform options and proprietary model strategies under the Founders Gate Capital brand.

Shaun Small is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding a Series 66 credential and 19 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He also owns and manages Essential Ally Capital Management, LLC, an investment-related business based in Phoenixville, PA. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer strategies. Advisors develop tailored recommendations using Wells Fargo’s research and tools, with clients having flexibility in implementing those recommendations through various brokerage or advisory programs.

Christopher Bruder is a financial advisor with LPL Financial in Collegeville, PA, holding a Series 66 credential and 24 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he operates The Bruder Investment Group as a DBA and provides non-variable life insurance policies to clients. 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 and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and extensive technology tools.

Brandon Skupski is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at J Alden Associates, Alden Capital Management, Triad Hybrid Solutions, Triad Advisors, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He is based in Collegeville, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions through a large network of investment adviser representatives, emphasizing both discretionary and non-discretionary strategies supported by advanced operational tools.

Jennifer Connolly is a financial advisor at Cetera with eight years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at firms including RKL Wealth Management LLC and Avantax Investment Services. Connolly provides comprehensive financial planning services through Johanson & Yau. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, managing over $256 billion in assets with more than 10,000 advisors nationwide.

Graig Nickel is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at LPL Financial and has previously worked at Next Financial Group, Inc., The Vanguard Group, Inc., and Blackrock Investment Management, LLC. Outside of his advisory role, he is involved with Mr. Max Bagels and BRIGG's Contracting & Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports its advisors with a variety of platform tools and institutional programs.

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.

Randal De Fillippis is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Denise Sattherthwaite, Waddell & Reed, McAdam LLC, and VOYA Financial Advisors. In addition to his advisory work, he is involved in insurance sales through various carriers affiliated with W&R Insurance Agencies. 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 and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by extensive operational and research tools.

Matthew Cappelletti Jr. is a financial advisor with LPL Financial who holds a Series 63 designation and has 23 years of industry experience. He has worked at LPL Financial since 2006 and previously at Cappelletti Pinter & Co PC for 31 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Donald Cornagie is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors Financial Network since 2012. Outside of his advisory role, he serves as an executor for estates and trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, and specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Rijo Reji is a financial advisor with LPL Financial based in King of Prussia, PA. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial in 2023, he worked at American Heritage Credit Union and CVS Pharmacy. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Dzendzel is a financial advisor at Ameriprise with 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory work, he engages in buying and selling sports trading cards as a hobby and small-scale business activity. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income planning recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Derrick Arnold is a CFP®-certified financial advisor with nine years of industry experience, currently practicing at OSAIC. His prior roles include positions at Royal Alliance Associates, Citizens Securities, CUSO Financial Services, and Citadel FCU. Outside of advisory work, he is involved in insurance sales through Bala Financial Group and assists with tax preparation at Phoenix Tax Consultants. OSAIC serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporations, offering a broad range of brokerage and advisory services. The firm employs a model-based investment approach with portfolio optimization tools and supports multiple account structures and third-party strategies.