Jenna Kobular is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and seven years of industry experience. Her career includes roles at Wells Fargo Clearing and Securities America Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions through a broad menu of planning options and integrated financial product offerings.

Jacqueline Mazza is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC, and ongoing employment with Wells Fargo Bank NA since 2012. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Charles Dudley is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds Series 63 and Series 65 designations. Dudley has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sean O'Sullivan is a financial advisor with Wells Fargo Advisors in Barnegat, NJ, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He previously worked within various Wells Fargo entities since 2009. Outside of his advisory role, he owns Mindful Investing LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing Wells Fargo research and tools to develop tailored recommendations delivered through client meetings and summary letters.

Stephen Donnelly is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services and Questar Asset Management. Outside of his advisory work, he is a member of the Stafford Township Planning Board and serves as a consultant for a nonprofit organization that helps local students access endowment scholarships. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services with portfolios constructed using firm-provided tools and third-party solutions.

Matthew Stoll is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various JPMorgan Chase entities since 2010. Outside of his advisory role, he is involved with Shea Face LLC in a limited employee/contractor capacity, assisting with general banking and property maintenance coordination. J.P. Morgan Securities LLC 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 delivers these services on a non-discretionary basis, combining large institutional advisory operations with brokerage and investment management capabilities.

Raymond Offenburger is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Equitable Advisors since 2024. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Sorrento Pacific Financial LLC, and Northwestern Mutual. Outside of his advisory work, he holds treasurer positions with the Sons of the American Legion and the Knights of Columbus. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Joseph Bublewicz is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Outside of finance, he is also active as an artist, musician, and stand-up comic. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Patrick Cefalo is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at LPL Financial since 2022. Prior to that, he was affiliated with CUNA Brokerage Services, Inc. and Cuna Mutual Group starting in 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, financial planning services, and utilizes a range of portfolio management strategies supported by LPL Research and third-party subadvisors.

Gregory Colucci is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has worked at several firms, including Bank of America, Merrill, Park Avenue Securities, Guardian Life Insurance Company, and Wells Fargo in various capacities. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports that support income planning and Social Security strategies.

John Reilly is a financial advisor at Stifel with 40 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2008 and holds Series 63 and Series 65 designations. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Christine Smith is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has over 30 years of experience in the financial services industry, focusing on helping individuals and businesses achieve their financial goals through personalized wealth management strategies. She advises clients on a range of financial priorities including investment management, retirement planning, cash flow and liability management, education funding, wealth preservation, insurance planning, trust and estate coordination, tax-efficient wealth management, business retirement plans, succession planning, and lending solutions. Christine has a particular focus on assisting business owners with retirement and employee benefit plans as well as succession strategies. Christine holds a Bachelor's Degree from Gettysburg College and a Personal Investment Advisor (PIA) designation. Outside of her professional work, she enjoys skiing, boating, traveling, camping, hiking, scuba diving, yoga, and spending time with her husband and three children. A lifelong resident of Doylestown, Pennsylvania, she and her family have deep roots in the community.

Michael Lewandoski is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its affiliate Cetera Financial Specialists LLC since 2010. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple program structures and third-party money managers, managing over $256 billion in assets.

James Berger is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and over 36 years of industry experience. He has worked with Wells Fargo Financial Network LLC since 2009. Outside of his advisory role, he is a principal in JB Group LLC, where he dedicates significant time managing that business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, 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.

Kimberly Penna is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019. Prior to that, she was employed at Bank of America and Timberland. Outside of her advisory role, she operates a small business selling used clothing online. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, using a mix of model-based and discretionary investment strategies.

Bruce Linger is a CFP® professional with 38 years of experience in the financial services industry. He has been with Osaic since 2025, following a 35-year tenure at Lincoln Financial Advisors Corp. Outside of his advisory work, he is involved in several insurance-related ventures, including offering indexed and fixed indexed annuities and life settlements. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include various investment types.

Christopher Atlee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and rooted in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rocco Manochio is a financial advisor at Ameriprise with 21 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to his current role at Ameriprise since 2020, he worked at Ameriprise Financial Services, Inc. from 2011 to 2020. He is also the owner of RM Financial Management, LLC, a business that manages the office of his financial planning practice. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.

Charles Ahto is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has been with UBS since 2006. He also serves as trustee for the Candace Ahto trust, managing and overseeing the investment of assets and income distributions under the terms of the trust established by his father. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Anthony Parisi is a financial advisor with UBS Financial Services, holding a Series 63 designation and bringing 42 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets products.