Alexander Mongan is a financial advisor with LPL Financial in Harleysville, PA. He holds Series 63 and Series 66 designations and has three years of industry experience. His prior work includes roles at The Vanguard Group, First Commonwealth Bank, and service in the United States Army. Outside of finance, he has a background in the food service industry with Domino's. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various portfolio management options.

Luis Rivera is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm delivers tailored, research-driven recommendations through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Steve Marciniak is a financial advisor with Ameriprise in Allentown, PA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. He is also the owner of Marciniak LLC, through which he manages his advisory business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Geraldine Wardle is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of advisory services, she is involved in sales of investment-related products and also participates in referrals for home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses a curated selection of third-party asset managers and a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

David Messina is a Series 66-licensed financial advisor with 11 years of industry experience, currently affiliated with LPL Financial since 2022. His prior experience includes roles at CUNA Brokerage Services, Inc. and CUNA Mutual Group beginning in 2019, as well as positions at Charles Schwab and other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, with both discretionary and non-discretionary management supported by in-house and third-party research.

Mary Evans is a CFP®-certified financial advisor at Raymond James Financial with 21 years of industry experience. She has been with Raymond James since 2008 and manages a branch office through her ownership of Evans Wealth Strategies. In addition to her advisory work, she is an author, with a book published in March 2025. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jacob Crawford is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, he worked at Hornor, Townsend, & Kent LLC and has involvement as a board member of the Albany Township Historical Society. Outside of finance, he pursues oil painting and maintains an online sales activity on eBay. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles.

Jessica Towles is a Planning Consultant at Fidelity Investments. She has been with Fidelity since 2022, previously serving as a Central Relationship Manager and Relationship Manager before her current role. Her experience in the financial services industry spans 11 years, including roles as a Mortgage Underwriter at Wells Fargo Bank and a Registered Client Associate at Wells Fargo Advisors. Jessica focuses on helping clients work toward their retirement goals by utilizing the resources available at Fidelity to develop personalized plans that meet individual needs. She holds an Arkansas Insurance License. Outside of her professional career, Jessica has interests in comedy, food, football, soccer, and traveling.

Rhonda Fraction is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 13 years of industry experience. She previously worked at Morgan Stanley and Carver Bank. Outside of her advisory role, she is an Orangetheory Fitness coach and a Rumble Boxing instructor with Sonny's Foundation. 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 employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Randy Bochniak is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 63 designation and has been with Cetera and its affiliates since 2004. He also operates Randy S Bochniak & Associates, Inc., a CPA accounting firm based in Quakertown, PA. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diversified portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with various program structures and investment options.

Jessica Paretta is a financial advisor at LPL Financial with seven years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at Nationwide Financial, Royal Alliance Associates, and MassMutual. 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 of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Edward Dipietro is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2025, following 14 years at Next Financial Group Inc and over 30 years at Scharf Group. Dipietro is also involved in other business activities, including management roles at Scharf Group LLC and ENJ Enterprises LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management and providing access to model portfolios and research from multiple sources.

Jermaine Edwards is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2013. Prior to his current role, he held positions as Financial Consultant and Investment Consultant within the same organization. His career in financial advisory began in 2008, with roles at Morgan Stanley Smith Barney and Merrill Lynch. Throughout his career, Jermaine has focused on working closely with clients to help them achieve their financial goals. He is part of a client-focused organization that supports families in working toward a better financial future. Outside of his professional work, Jermaine enjoys family activities, football, music, and theater.

Mario Carannante is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 18 years of industry experience, including 13 years with Mass Mutual Life Insurance Company and Mass Mutual Investors Services. Outside of his advisory role, he owns YourProfitPartners, a business that works with companies to understand their business models and manage key performance indicators. MassMutual Investors Services 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, focusing on collaborative, annual planning engagements supported by proprietary analytical tools.

Lindsay Mayberry is a financial advisor at Fidelity with two years of industry experience. She has previously worked at Unity Bank and Clinton House. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios consisting of mutual funds, ETFs, and ETPs.

Stephen Clark is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has previously worked at PFG Advisors and serves as a designated licensed producer for Diamond Credit Union. 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 of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Sean Larkin is a CFP® certificant with four years of industry experience. He has worked at LPL Financial since 2022 and previously spent seven years at Sei. Larkin is also affiliated with Kemp Harvest Financial Group in Harleysville, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Darrell Collins is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His career includes roles at Primerica Mortgage LLC, Lifetime Fitness, CBRE, Chubb Inc, and BNY Mellon. Outside of his advisory duties, he is involved in the sale of home security and automation products as part of a referral arrangement. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm emphasizes model-driven strategies managed by external asset managers and supports trade execution and custody through established custodians, with approximately $15.5 billion in assets under management.

Robert Beck is a financial advisor with Stifel in Center Valley, PA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, Beck serves on the Board of Governors and as Treasurer for the Society of Seniors, a national senior golf organization. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide capital market analysis and asset allocation guidance.

Nathan Klevit is a financial advisor with Primerica Advisors in Chalfont, PA, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior work includes roles at Bank of America, Merrill, E*TRADE Capital Management, Valic Financial Advisors, and The Vanguard Group. Outside of finance, he is self-employed as a DJ with The Pros Disc Jockeys. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.