John Mccaffery is a financial advisor with Raymond James & Associates in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, he serves on the finance committee for Eastern Pennsylvania Youth Soccer in Plymouth Meeting, PA. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services through a variety of investment approaches, supported by extensive research and affiliated portfolio managers.

Steven Sanson is a financial advisor with Cambridge Investment Research Advisors in Harleysville, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has worked with Cambridge and affiliated firms since 2010. Outside of his advisory work, Sanson is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charities, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management approaches and custody arrangements.

John Roesinger is a financial advisor with Thrivent Investment Management, holding a Series 66 license and bringing 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves as a board member for the Coalition to Support and Shelter the Homeless, a nonprofit organization in Central Bucks County. 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 financial planning across various topics and allows clients to integrate planning with managed-account programs while maintaining separate services.

Michael Garnick is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at firms including SGI and WSG & Solutions. Outside of advisory work, he owns and operates Garnick Tax Prep, a tax preparation business. 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, corporations, and institutional investors. The firm offers non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to tailor recommendations.

Luke Childs is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, The Vanguard Group, and Financial Voyages, LLC. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Anthony Recupero is a financial advisor with Primerica Advisors in Doylestown, PA, holding Series 63 and Series 65 licenses and having one year of industry experience. He has worked at Primerica Financial Services and PFS Investments Inc. since 2024 and serves as a board director for CytoGene Therapeutics. In addition to advising, he is involved in non-investment activities through CytoGene Therapeutics and refers home-related services for Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of financial advisors using model-driven investment strategies and partners with third-party asset managers and custodians to execute and manage client portfolios.

Jessica Leach is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and possessing 11 years of industry experience. Her prior roles include positions at CUSO Financial Services, Citizens Securities, Santander Securities, and Santander Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Brenda Bagonis Cooke is a financial advisor at OSAIC with 35 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and has worked previously at Royal Alliance Associates, Signator Investors, and B & B Associates. Outside of her advisory work, she owns and oversees a short-term rental property business through Gettysburg Getaway. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms, using asset-allocation tools and third-party managed account solutions.

Michael Knipe is a financial advisor with LPL Enterprise in Warrington, PA, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for a combined total of nine years before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products, supported by an integrated platform that combines adviser programs with active sales of other financial products.

James Witner is a financial professional with five years of industry experience, currently associated with Cetera. He holds the Series 65 designation and has worked at various firms including Rosenzweig & Associates and Diversified, LLC. Witner is also involved with Van Pelt Wealth Advisors, where he conducts investment research and operations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management services and operates a multi-manager platform that supports diverse investment strategies across discretionary and non-discretionary accounts.

Elizabeth Herman is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior roles include positions at Woodbury Financial Services and Lam Financial Services. Outside of her advisory work, she is involved in financial education as a facilitator and serves as secretary for a nonprofit community event organization and an elder law legal aid nonprofit. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes firm-provided asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios.

Daniel Casino is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2019. He previously worked at Wells Fargo Clearing from 2016 to 2019 and Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds ownership in Invictus Wealth Management, LLC, and serves as a trustee for its 401(k) plan. He is also a notary public in Doylestown, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Paul Krumenacker Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 33 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors and Wealth Advisory Services. Outside of his advisory work, he operates a lifestyle brand and clothing business. 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 financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research from LPL and third-party subadvisors.

Pin Yao is a financial advisor at LPL Enterprise with 25 years of industry experience. She holds the Series 66 designation and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. since 2000. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory and brokerage services.

Keith Schwarz is a financial advisor with Primerica Advisors in Chalfont, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Primerica Advisors since 2000 and has been affiliated with Primerica Financial Services since 1999. Outside of advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selected separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure, with an operational model that allows it to curate and oversee investment models.

Steven Ross is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Ross also operates under TruMark Financial Wealth Advisors, a DBA tied to his credit union affiliation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Susan Walla is a CFP® professional with 29 years of industry experience, currently affiliated with Cetera. She has an extensive background that includes over two decades at Avantax and founded her own tax and accounting business in 1988. In addition to her financial advisory work, she serves as Treasurer and Comptroller for Chalfont United Methodist Church, managing their accounting and charitable donation accounts. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a nationwide network of independent advisors, serving individual, corporate, and institutional clients through a variety of portfolio management and retirement services. The firm operates a multi-manager platform offering a range of investment strategies and program options, overseeing more than $256 billion in assets and approximately 10,000 advisors.

James Burroughs is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to understand their individual financial situations. Utilizing the tools and resources available at Fidelity, he helps develop comprehensive strategies aimed at achieving clients' financial goals. James has a background that includes roles such as Investment Consultant at Fidelity Investments, as well as various client service positions at Vanguard from 2017 to 2022. His experience spans client care and investment consulting, providing him with a broad perspective on client needs and financial planning. Outside of his professional work, James enjoys cooking and baking, participating in family activities, maintaining fitness, watching movies, exploring outdoor adventures, and traveling.

Jared Payne is a financial advisor at Thrivent Investment Management based in Montgomeryville, PA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he worked at several companies including Zolon Tech Inc and N4 Solutions LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial planning topics without implementation. The firm combines goal-based analyses with managed-account options under a consolidated billing service called "WealthPlan," and maintains periodic reviews of client plans.

Susan Helm is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with LPL Financial since 2014. 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, utilizing both discretionary and non-discretionary management and providing access to research, model portfolios, and various investment strategies.