Tyler Beck is a CFP® with 12 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and has worked at Alliger Financial and Alliger Capital Management LLC since 2018. Prior to that, he held positions at Ameritas Investment Corp. and Walsh & Nicholson Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary investment consulting supported by risk profiling and analytical tools, and maintains specialized advisory programs such as municipal and SIMPLE IRA Employer Advisory services.

Amie Wanner is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. She worked for over two decades at Boscov's Department Stores before joining LPL Financial in 2023. 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 advisers. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Joseph Amalfitano is a financial advisor with Raymond James Financial in Exton, PA, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Raymond James Financial and its related entities since 2008. Amalfitano is also the owner of Amalfitano Financial Group, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients, offering tailored, non-discretionary planning and consulting supported by advanced analytical tools.

John Funk is a financial advisor with Mass Mutual Investors Services in Exton, PA, holding a Series 63 designation and 55 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual since 1991. MML Investors Services, LLC 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 seminars, using firm-approved software tools to analyze client goals and recommend investment strategies.

Jason Bishop is a financial advisor with Mass Mutual Investors Services in Exton, PA, holding the ChFC® designation and Series 66 license. He has nine years of industry experience and currently serves as an Investment Adviser Representative at Wienken Advisors, Ltd., where he is involved in marketing and presenting seminars. He also holds a vice president position at UFG Advisors, LLC, focusing on expense management and succession planning. Mass Mutual Investors Services is an institutional firm with nearly 5,000 advisors, providing financial services to a broad client base.

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.

Caitlin Gouck is a financial advisor at Fidelity with 10 years of industry experience. She previously worked at The Vanguard Group, Inc. for six years before joining Fidelity. She holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Edmund Dracup is a financial advisor with MassMutual Investors Services, holding a CFP® designation and Series 63 and 65 licenses, with 33 years of industry experience. He has been with MassMutual and its affiliate MML Investors Services since 1994. Outside of his advisory role, he serves as a township supervisor for East Vincent Township and is involved in equine activities through ownership and management of Top Rail Equine, LLC. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers, employing firm-approved analytic tools and offering event-driven planning services including divorce and estate-settlement planning.

Noreen Procaccini is a Financial Consultant at Fidelity Investments, a role she has held since 2023. Prior to this, she served as an Investment Consultant at Fidelity Investments from 2021 to 2023. Before joining Fidelity, Noreen was the Global Cash Management & Trading Manager at SEI Investments from 1998 to 2021. Her professional experience spans over two decades in the financial services industry, with expertise in investment consulting, cash management, and trading. Noreen is committed to assisting clients and their families in achieving their financial objectives through comprehensive planning and tailored guidance. Outside of her professional work, Noreen has interests in baseball, soccer, traveling, and yoga.

Josh Williams is a Planning Consultant who collaborates with clients to develop financial plans aimed at achieving their financial goals. His role focuses on tailoring financial strategies to meet the specific needs of each client. Outside of his professional responsibilities, Josh has personal interests that include baseball, fitness, football, golf, and caring for pets.

Kimberly Speese is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has 10 years of industry experience, having worked at firms including William Blair, Raffa Investment Advisers, Fidelity Brokerage Services, Bank of America, Merrill, and Morgan Stanley. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software to support collaborative, annual planning relationships.

Wendy Tang is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2020. Prior to her current roles, she spent four years in the jewelry business. Tang is also an owner of Tango Investment Company LLC, where she manages passive real estate investments. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Brian Schweitzer is a Financial Consultant at Fidelity Investments, where he has worked since 2021 in various roles, including Investment Solutions Representative and Investment Consultant. Prior to joining Fidelity, he served as Vice President and Consultant Relations Manager at Franklin Templeton Investments from 2005 to 2020. His professional experience spans over two decades in the financial services industry. Brian focuses on understanding the unique needs of families to develop financial plans aimed at growing, preserving, and transferring wealth. He emphasizes a client-first approach built on honest communication and trust, supported by the expertise of the Fidelity team. Outside of his professional work, Brian enjoys activities such as beach outings, family activities, fitness, hiking, tennis, and volunteering.

Lawrence Kelly is a financial advisor with Wells Fargo Advisors in Exton, PA, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Kelly is also the owner of First Flag Capital Advisors, an investment-related business based in Exton, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with multiple financial product offerings.

Ceegan Cook is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Fidelity Investments and The Vanguard Group, Inc. Prior to joining the financial sector, he had experience with several nonprofit organizations focused on children's services. Strategic Advisers LLC, a Fidelity Investments company where Cook is affiliated, provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.

Samuel Baez Jr. is a CFP® professional with 16 years of industry experience. He is currently with LPL Financial and previously worked at Key Financial and Royal Alliance for 14 years. 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 supported by extensive research and a variety of investment management options.

Thomas Campbell is a CFP® professional with 24 years of experience in the financial services industry. He has been with Edward Jones since 2006, serving clients from Exton, PA. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bert Cramer is the sole advisor at Bert Riddell Cramer, Investment Adviser, with 32 years of industry experience. He also maintains a part-time law practice focused on estate, elder law, and tax preparation and serves as an individual co-trustee of a testamentary charitable remainder annuity trust. The firm serves individual clients by providing portfolio and investment management services, operating as an independent, single-advisor practice managing approximately $11.5 million across 16 client relationships. It emphasizes confidentiality, regulatory compliance, and employs specific cybersecurity measures to protect client information.