Patrick Dill is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Hartford Funds Distributors, LLC, American Portfolios Financial Services, Inc., and Ameriprise Financial. He is also the CEO of Dill Wealth Management LLC and serves as Financial Advisor and Director of Strategy at Aucoin Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals using analytical tools, and it supports municipal and public-finance work through a unique affiliated municipal advisor.

Michael Guldin is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Stifel since 2023. His prior roles include positions at MassMutual Life Insurance Company, Mass Mutual Investors Services, Sanofi Pasteur, and Lincoln Financial Distributors. He serves on the Board of Directors and Finance Committee for Camelot for Children, a nonprofit organization providing social and educational opportunities for children with special needs. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Adam Cadwallader is a financial advisor with Stifel in Center Valley, PA, holding Series 63 and Series 65 licenses and accumulating 29 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Patrick Burke is a financial advisor at Mass Mutual Investors Services with Series 65 and Series 63 licenses and two years of industry experience. Prior to his current role, he held positions at MassMutual Life Insurance Company and worked in roles at Glenmaura National Golf Club, Scranton Preparatory School, and Divine Mercy Parish. He is also an insurance broker, specializing in life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services, a subsidiary of MassMutual, is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and also provides educational seminars and specialized planning services.

Emily Frenzel is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds a Series 66 designation and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, providing a broad range of capital markets and wealth management services.

Lida Sosinski is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Park Avenue Securities, LLC and Guardian Life Insurance Co of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary fundamental research, quantitative analysis, and algorithmic methods. The firm also serves registered investment companies and offers a range of discretionary and non-discretionary advisory services.

Richard Hoffman is a financial advisor at LPL Financial with 57 years of industry experience. He holds a Series 63 designation and has previously worked at Grove Point Investments, LLC, Grove Point Advisors, LLC, Hoffman Financial Services - TPA, and H. Beck, Inc. Outside of his advisory role, he maintains an insurance agent activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Todd Harvey is a CFP® professional with 32 years of industry experience. He has been with Stifel since 2009. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Daniel Melville is a CFP®-certified financial advisor with Cambridge Investment Research Advisors, where he has worked since 2014. He has 13 years of industry experience and holds a Series 66 license. Outside of his advisory role, he serves as a volunteer firefighter and vice president at the Perkiomen Township Fire Company and is involved as treasurer and investment committee member for the Iota Epsilon chapter of the Pi Kappa Phi fraternity. 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 advisory services through a network of independent professionals using a variety of portfolio management and custody platforms.

Torey Laferney is a financial advisor with Primerica Advisors in Chalfont, PA, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he worked with several companies including Red Bull Distribution and American Electrical Testing. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors along with corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services through model-driven strategies managed by unaffiliated asset managers.

Matthew Delzingaro II is a financial advisor at LPL Financial holding Series 65 and Series 63 licenses. He has been in the industry since 2025, with prior experience at the Andrew Hoff Agency and as a high school teacher. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to diversified model portfolios and research.

Jane Iademarco is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with LPL Financial since 2011 and also maintains an affiliation with RWC Investment Management since 2010. Outside of advisory work, Jane operates an online art store where she sells her own artwork. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing model portfolios and research from multiple sources.

Nicole Pompa is a financial advisor with Primerica Advisors in Quakertown, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with firms including Diehl Financial Group and PFS Investments Inc. Outside of her advisory role, she operates Pompa Financial Services LLC and is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Janene Lyles-Davis is a Planning Consultant at Fidelity Investments, where she joined in 2024. In this role, she focuses on building strong professional relationships with clients by attentively listening to their financial needs and retirement goals, aiming to develop comprehensive financial plans tailored to help attain those objectives. Prior to her current position, Janene worked as a Client Development Representative at Jay Brew LLC from 2005 to 2023. Her experience spans client development and financial planning, providing her with a foundation to support clients in managing their wealth effectively. Janene's approach emphasizes collaboration and personalized financial strategies. Outside of her professional life, Janene enjoys board games, family activities, fitness, music, traveling, and volunteering.

Michael Collins is a financial advisor with LPL Financial in Lansdale, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience, including prior roles at Lincoln Investment and Lincoln Investment Planning. 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 advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and various technologies to support diversified investment strategies.

James Baker is a financial advisor at Raymond James Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Raymond James entities since 1990. Outside of financial services, he is involved with Pulmonary Power Harvesting Company, LLC and serves as an Associate Director of a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides tailored financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning supported by analytical tools and is noted for its municipal advisory affiliation and specialized SIMPLE IRA consulting program.

Kyle Heuchert is a financial advisor with LPL Financial in Harleysville, PA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Morgan Stanley, Porter and Guide Wealth Management, and Marsh McLennan Agency, along with earlier experience in education and retail. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by research and technologies such as machine learning.

Gregory Frentzen Jr. is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at multiple firms including Securities America and Trumark Financial Credit Union. He is also the owner of Frentzen Financial Solutions LLC, a financial services business. Cetera Investment Advisers LLC is a large nationwide advisory firm serving individual, corporate, retirement plan, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management and access to third-party money managers.

Eric Lewandowski is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in direct internet marketing sales of nutrition products through Market America. 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 a range of investment and insurance products through an integrated platform.

Jeffrey Lehocky is a financial advisor at LPL Financial with two years of industry experience. He previously worked at Deutsche Bank for 25 years and has also held roles at Mitsubishi UFJ Financial Group, Cetera, and QNB Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing a mix of discretionary and non-discretionary management supported by research and model portfolios.