Harry Orth is a financial advisor with Ameriprise who holds a Series 63 designation and has 32 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 15 years from 2005 to 2020. Outside of his advisory role, he is involved in business ownership unrelated to investment activities and has multiple other business engagements. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

John Pojawis Jr. is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Sagepoint Financial, Inc. and American General Securities Incorporated. Outside of advising, he serves as an officer for the Knights of Columbus and is a board trustee for The Friends of the Ocean City Pops, a nonprofit organization. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services across various platforms and strategies.

John Wilcox is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for The Vanguard Group for 10 years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jeffrey Schoff is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has four years of industry experience and previously worked at Tiedemann Advisors for seven years. Schoff also serves in the U.S. Army Reserve, where he has been a member since 2005. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Randal Farabaugh is a financial advisor with Ameriprise who holds the CFP® and ChFC® designations and has 28 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools overseen by a retirement income committee.

Edward Ranieri is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked at LPL Financial since 2022 and has been associated with Cuna Mutual Group and CUNA Brokerage Services, Inc. since 1999. 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.

Deion Whittington is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. His prior employment includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Bank of America, and Morgan Stanley. Outside of finance, he has been involved with entrepreneurial ventures including Benton Block Recordz LLC and Road Warrior Enterprise. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory to manage approximately $671 billion in assets.

John Messersmith is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He previously worked at Next Financial Group Inc for 10 years and has operated Messersmith & Associates since 1986. He is also involved in tax preparation and accounting through Messersmith Financial Services. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of advisers. The firm provides both discretionary and non-discretionary management, model portfolios, and utilizes research from multiple sources to support diversified investment strategies.

Zachary Hickman is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023. His prior experience includes roles at TD Bank and The Vanguard Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Albert Danish is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2008. Danish is also involved in several investment-related activities, including roles with Guidepoint, Acrisure LLC (Doyle Alliance Group), and Golden Years Consultants. 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. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and technologies such as machine learning to support diversified investment strategies.

Anthony Rossini is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining LPL Financial in 2021, he worked at M&T Securities Inc. for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating research and model portfolios from multiple sources.

William Bradley is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Chase Bank and Merrill Lynch, as well as Bank of America. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Christopher Jackowski is a CFP® with nine years of industry experience, currently affiliated with Raymond James Financial. He previously worked at Merrill and spent three years at Saint Joseph's University. He is also associated as an employee with Aspire Wealth Group in a non-investment role. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary advice supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Nicholas Calabrese is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Equitable Advisors and AXA Advisors. Prior to his financial career, he was employed by the Philadelphia Phillies and spent four years at St. John Fisher College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of model portfolios, advisory roles to registered investment companies, and incorporation of AI and systematic methodologies in its investment approach.

David Weiss Sr. is a financial advisor at LPL Financial with 29 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes over two decades at American Portfolios Financial Services, Inc. and long-term involvement with Dempsey, Weiss & Associates and Farm Family Life & Mutual Insurance Co. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a variety of advisory and brokerage services, including financial planning and retirement plan consulting, supported by both discretionary and non-discretionary management and access to proprietary and third-party research.

Dennis Barth is a CFP® professional with 39 years of industry experience. He is currently with Cetera and has held roles at Avantax and its affiliates since 1986. Outside of his advisory work, Barth serves as the head baseball coach at Gloucester Catholic High School. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services while operating a multi-manager platform with over $256 billion in assets under management.

Michael Oleary is a ChFC®-designated financial advisor with 30 years of industry experience. He is currently with LPL Financial, having joined the firm in 2025 after 16 years at Next Financial Group Inc. Outside of his advisory work, he is involved in a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive financial planning and advisory programs with access to diverse investment strategies and research.

Barrett Boychuck Quigley is a financial advisor at OSAIC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at OSAIC Wealth Inc. since 2018, following three years at Sii. In addition to her advisory role, she is a partner at Benefit Concepts, where she is involved in the sale of group insurance and qualified retirement plans, and provides third-party administration services to qualified retirement plans. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services along with access to third-party managers, utilizing various asset allocation tools and portfolio construction methods for discretionary and non-discretionary accounts.

Matthew Geraci is a financial advisor at LPL Financial with 16 years of industry experience. He holds the CFP® designation as well as Series 63 and 66 licenses. Prior to joining LPL Financial in 2024, he worked at OSAIC and Securities America Advisors, and spent eight years at Janney Montgomery Scott. Outside of his advisory role, he is involved with G2Financial LLC, a business entity for tax and investment purposes. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and providing model portfolios and research from multiple sources.

David Bloom is the Senior Resident Director and Wealth Management Advisor at Merrill. He leverages over 27 years of experience in wealth management to guide clients through the complexities of financial planning. David's approach involves developing comprehensive financial roadmaps tailored to his clients' goals, helping them manage both assets and liabilities to navigate market fluctuations effectively. David holds a bachelor's degree from Villanova University and a Juris Doctorate degree from Widener University Delaware Law School. He has maintained the CERTIFIED FINANCIAL PLANNER™ certification since 2000. His expertise spans college education planning, executive compensation, legacy planning, socially responsible investing, retirement income, and managing new wealth. Before his current role, David practiced law, and he incorporates this background into his holistic wealth management services. Active in his community, David has served on the boards of the Benchmark School, Children's Literacy Initiative, Delaware County Estate Planning Council, and Swarthmore Swim Club. He and his family reside in the Wallingford-Swarthmore School District and enjoy spending time outdoors, with personal interests including chess, fishing, golfing, reading, running, and skiing.