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 with LPL Enterprise holding the CFP® and ChFC® designations, as well as Series 63 and 65 licenses. He has 43 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

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 with LPL Financial since 2024. Her prior roles include positions at Securities America Advisors, Park Avenue Securities, and Guardian Life Insurance Company. She is also the managing partner of Proactive Tax Strategies, LLP, a tax preparation and accounting firm. 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 financial planning and investment management services utilizing both model portfolios and customized strategies, supported by a broad platform that includes affiliated insurance and banking services.

Tracey Sudo is a financial advisor with LPL Financial in Lansdale, PA, holding a Series 66 designation and 25 years of industry experience. She has worked at several firms, including Cetera Investment Services and PNC Wealth Management. Outside of her advisory role, she is also licensed as a real estate agent with Keller Williams. 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 broad range of advisory services and platforms, including financial planning and third-party asset management, supported by advanced research tools and a large network of investment adviser representatives.

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.

Marilyn Banyai is a CFP® and CPA with 39 years of industry experience. She currently works at Cetera and has a long history with Avantax Advisory Services and related firms, spanning over two decades. In addition to her financial services career, she is an author of non-fiction books on photography, Bible characters, and crafts, and serves as secretary and scholarship committee chair for the Buxmont Chapter of PSTAP. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting various investment programs and custodial relationships.

Brian Grudman is a financial advisor with J.P. Morgan Securities in Royersford, PA, holding a Series 66 designation and four years of industry experience. He previously worked at Corebridge Financial and has served in roles at JPMorgan Chase Bank, N.A., and other firms. Outside of his advisory work, he is registered as an agent for non-securities insurance products. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework for its recommendations.

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.

Barry McCarthy is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 23 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2010 to 2021. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Knights of Columbus, Santa Maria Council in Flourtown, PA. 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 non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

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 at LPL Financial with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at Securities America Advisors, Strobel Financial, Sunamerica Securities, and Vist Capital Management. Outside of her advisory work, she provides bookkeeping and back-office support through an unrelated business. 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.

Thiago Gaspar Sales is a Series 66 registered advisor with LPL Enterprise, based in Collegeville, PA, and has four years of industry experience. His background includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and JP Morgan Chase. Outside of financial services, he was involved with Warrington Pizza Restaurant Inc. for several years. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm primarily employs model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Russell Talone is a CFP® professional with 23 years of industry experience, currently serving with OSAIC since 2024. Prior to joining OSAIC, he spent 20 years at Woodbury Financial. He is a member of the Finance Committee on the board of Holy Cross Regional Catholic School. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a systematic investment process using asset-allocation tools and supports both discretionary and non-discretionary account management.

Diane Bernhard is a Series 66–licensed financial advisor with Ameriprise, based in Blue Bell, PA, and has 22 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2005. Outside of her primary role, she is involved with Double K Group LLC as an associate financial advisor. 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 recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Thomas Kelly is a financial advisor with LPL Financial in Colmar, PA, holding Series 63 and Series 66 credentials and 25 years of industry experience. He joined LPL Financial in 2013 after a year at Citizens Securities, Inc. Outside of his advisory role, Kelly is involved with Apollo Insurance Group and the Kelly Agency, both providing insurance-related services. 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, supported by a large network of investment adviser representatives.

Lori Piazza Timchack is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding a Series 66 designation and 12 years of industry experience. She previously worked at Merrill Lynch Pierce Fenner & Smith Incorporated for 17 years and held positions at several firms including Raymond James Financial and Jacobi Capital Management. In addition to her advisory role, she is a notary public for the state of Pennsylvania and owns a law-related business in Wilkes-Barre, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and fee-based financial planning services, leveraging proprietary research and planning tools to deliver tailored recommendations across various planning needs.

Dillon De Antonio is a CFP® professional with seven years of experience in financial advising. He has worked at Edward Jones since 2019 and previously spent three years at Sei. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices across the country.

John Anderson is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and 28 years of industry experience. He has worked with several firms, including Securities America Advisors and National Planning Corporation. 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 financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and custom strategies.