Jeffrey Dowds is a CFP® and PFS™ affiliated with Creative Planning, bringing three years of industry experience. He previously worked at The Marshall Financial Group, Inc and The Glenmede Trust Company, N.A. Outside of his advisory role, he owns Dowds Tax LLC, a tax advisory firm focused on personal tax return preparation. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-efficient and fundamental equity options, supported by a large advisory team and integrated private market capabilities.

Paula Nangle is a CFP® and holds a Series 65 license with 19 years of industry experience. She is currently with Creative Planning, LLC, where she has worked since 2025. Prior to that, she spent 16 years at The Marshall Financial Group, Inc. based in Doylestown, PA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that integrates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Anthony Sergio Jr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Co since 2016. In addition to his advisory role, he serves as a board member for the Misericordia University Alumni Association. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, providing a range of investment management and brokerage solutions.

Keith Tomer is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 21 years of industry experience. He previously worked at Minnesota Life Insurance Company and Securian Financial Services, each for 19 years, and has been affiliated with Foundations Financial Partners since 2014. Outside of advisory work, he serves as an Operations Assistant with signing authority at MCKC, LLC. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm offers operational, trading, technology, and compliance support, enabling advisors to construct client portfolios using diverse securities and insurance products alongside discretionary model portfolios managed by its Investment Management and Research team.

Eric James is a financial advisor with Kestra Advisory, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Commonwealth Financial Network, Protech Associates LLC, and Dynasty Advisors LLC Wealth Management. He also has experience reviewing life insurance products with Dynasty Advisors as part of his financial planning services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary consulting, plan-level investment advice, and employee education, supporting investments with due diligence and managing approximately $79.8 billion in assets.

Conor Staples is a financial advisor at Janney Montgomery Scott with a Series 66 credential and three years of industry experience. He is also a board member and secretary of the Spring-Ford Chamber of Commerce in Limerick, PA. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, and charitable and municipal clients, offering brokerage services, financial planning, and advisory programs.

Robert Kania is a CFP®-designated financial advisor with Kestra Advisory, bringing 26 years of industry experience. He has been with Kestra Advisory since 2016 and also serves as a Senior Advisor with NFP-Meltzer Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, benchmarking, and employee education, and manages assets through multiple platforms and third-party solutions.

Steven Talley is a CFP®-certified financial advisor with 16 years of industry experience, currently with Truist Advisory Services. His prior work includes roles at Santander Securities, LPL Financial, and Uber. Since 2018, he has also operated a side business under the name Tizzly. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships with AI-enabled research tools to support client portfolios and fiduciary responsibilities.

Matthew Silverhardt is a financial advisor with LPL Financial in Doylestown, PA, holding a Series 66 designation and bringing 22 years of industry experience. He previously worked for Ameriprise Financial Services, Inc. for 11 years before joining LPL Financial in 2019. Outside of his advisory role, he is the founder and owner of Claire Reid Cabinet, a wellness products and education business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs with discretionary and non-discretionary management, incorporating model portfolios, third-party research, and technology-driven strategies.

Lynn Craig is a CFP® with 38 years of industry experience, currently with Cetera since 2025. She previously worked at Commonwealth Financial Network, Capital Analysts, and Lincoln Investment. Craig is co-owner of The Fitness Squad, LLC, which operates an Orangetheory Studio. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Denise Mclaughlin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with Wells Fargo in various capacities since 2014, including her current role at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets through over 14,000 financial advisors and offers both brokerage and advisory solutions.

Kyle Osting is a financial advisor at Fidelity with a Series 66 credential and seven years of industry experience. His prior roles include positions at The Vanguard Group and The Prudential Insurance Company of America. Outside of finance, he has been involved with Six Pack Package, LLC, an entrepreneurial venture. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including model portfolios delivered to intermediary platforms.

George Mcreynolds Jr. is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His career includes roles at Cambridge Investment Research Advisors and Commonwealth Financial Network, as well as operating Mcreynolds Wealth Management and Personal Tax Service. Outside of financial advising, he is involved in authorship and life coaching through Just Abundance Media LLC and serves as a certified firearms safety instructor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services with discretionary and non-discretionary management supported by proprietary research and third-party models.

Jacquelyn Doubet is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 13 years of industry experience. She has been with Cambridge Investment Research Advisors since 2015 and is also associated with Scott E. Marshall and Associates Wealth Management. Additionally, she serves as a notary in Pennsylvania. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various portfolio management platforms and both proprietary and third-party model strategies.

Connor Mc Cormick is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. His prior work includes roles at CountPlus and Fine Wine and Good Spirits, as well as positions in education. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a client intake process to tailor services and offers both advisory and brokerage/insurance channels for implementing client recommendations.

Lacy Phelps is a CFP® professional with 10 years of industry experience, currently serving at Edward Jones since 2016. She holds the Series 66 designation and is based in Frenchtown, NJ. Outside of her financial advisory role, she is also involved as a soccer trainer in Milford, NJ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kathryn Ortolf is a financial advisor at Wells Fargo Advisors with three years of industry experience. She holds a Series 66 designation and has worked previously at Messer LLC, Villanova University, and Linde LLC. Outside of her advisory role, she has a minority ownership interest in JK Partners LLC, a financial practice in Doylestown, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, and delivers tailored recommendations using proprietary research and tools.

Gregory Micheals is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies to help clients pursue their long-term goals, focusing on areas such as college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, women and wealth, and retirement income. With over 30 years of team expertise, Gregory and his team work actively with clients to navigate financial planning, investments, and money management by creating individualized and detailed plans paired with efficient client service. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and earned a Bachelor's Degree from Rider University. Outside of his professional work, Gregory enjoys spending time with his family, watching football and movies, traveling, going out to dinner, wine tasting, and socializing with friends.

Brook Williams is a financial advisor with Thrivent Investment Management in Montgomeryville, PA. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, all with Thrivent Financial for Lutherans since 2002. Williams serves as a board member for the Indian Valley Education Foundation, where he helps coordinate fundraising efforts and decision-making to support educational programs in the Souderton School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses. The firm offers planning on a one-time or ongoing basis, with services covering a wide range of topics but without implementation of recommendations or discretionary trading authority.

Lindsey Minissale is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been with Merrill since 2017. Prior to her current role, she worked for five years at Kampus Klothes. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.