Danny Petty is a financial advisor at Edward Jones with 12 years of industry experience. He has held positions at Edward Jones since 2018, following roles at Raymond James & Associates and J.W. Cole Financial, Inc. Outside of his advisory work, he serves as Director of Youth Ministry at Bucks County Community Church, coordinating monthly youth events and teaching on Sunday evenings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Anthony Russo is a CFP® professional with 22 years of industry experience, currently serving at Cetera. His prior experience includes roles at Avantax Advisory Services, HD Vest Insurance Agency Inc, and operating his own CPA practice focused on tax preparation. In addition to financial advising, he prepares and signs individual income tax returns, meeting with clients to address tax questions and advising on federal withholding. Cetera Investment Advisers LLC is a large SEC-registered firm that supports over 10,000 advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, including access to third-party money managers and both discretionary and non-discretionary program options.

Jonathan Pitcher is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His prior work includes four years at GolfTEC and a current role at Bank of America, N.A. He is based in East Norriton, PA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Pascoe is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cambridge Investment Research Advisors and Edward Jones. Outside of his advisory work, he serves as a referee for school sporting events. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.