Mark Dobroskey is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and having 12 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2017. Prior to that, he worked at Good Life Advisors, LLC and LPL Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, taxes, estate, and special needs. The firm combines goal-based analyses with managed-account programs but does not provide discretionary portfolio management for institutional clients.

Michael Eastburn is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing from 2016 to 2023. He also owns Eastburn Wealth Management, LLC, a wealth management advisory firm based in Clarks Summit, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs.

Edward Dipietro is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 32 years of industry experience, including 14 years at Next Financial Group Inc and over 30 years associated with the Scharf Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and advisory services utilizing model portfolios, third-party subadvisors, and customized strategies.

Robyn Geiss is a financial advisor at Wells Fargo Advisors with eight years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors since 2017. Her prior experience includes roles at Temple University, Urological Associates, P.C., and Strathmann Lumber Company. She is the sole owner of Geiss Wealth Management, LLC, an investment-related business based in Yardley, PA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored financial recommendations, providing clients with a menu of planning services that cover various specialized needs.

Stephen Clark is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2015 and previously spent two years with PFG Advisors. Clark is also associated with Diamond Credit Union, where he serves as a licensed producer. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to third-party asset managers and institutional platforms, supported by extensive proprietary research and technology tools.

Sean Larkin is a CFP® certificant with four years of industry experience, currently affiliated with LPL Financial and Kemp Harvest Financial Group. Prior to joining these firms, he worked at Sei for seven years. He is based in Harleysville, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Colleen Geiss is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding a Series 66 designation and having 10 years of industry experience. She has been with Wells Fargo Advisors since 2014. Outside of her advisory role, she is a notary public in the state of Pennsylvania. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet specific net-worth criteria and integrates advisory services with various financial products and referral channels.

David Szablowski is a financial advisor at Cambridge Investment Research Advisors with 14 years of industry experience. He holds a Series 66 designation and has worked at Cambridge since 2012. In addition to his advisory role, he has been a self-employed income tax preparer since the 1990s and serves as a board member for Berks Catholic High School. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm provides access to multiple platforms and third-party advisers and manages proprietary model strategies under the Founders Gate Capital brand.

Christopher Blauser is a financial advisor at LPL Financial based in Reading, PA. He holds a Series 66 designation and has been with LPL Financial since 2026. Prior to his advisory role, he has been employed by the City of Reading since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary accounts.

Gale Withers is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, Gale worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Outside of advisory work, Gale has real estate ownership activities unrelated to investing. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, delivered through a centralized consulting team in partnership with financial advisors.

Kyung Lee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Lee has worked at Wells Fargo Bank NA since 2012 and Wells Fargo Clearing since 2016. Outside of finance, Lee provides home care services through Aurora Home Care. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through a network of over 14,000 financial advisors.

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, Hoffman Financial Services, H. Beck, Inc., and Securities America Advisors, Inc. He is also licensed as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of investment adviser representatives, serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and investment management solutions.

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 additional roles at Cambridge Investment Research, Inc. since 2013 and Susquehanna University since 2010. Outside of his advisory work, Melville serves as a volunteer firefighter and vice president of the Perkiomen Township Fire Company and holds a treasurer position with the Pi Kappa Phi fraternity’s Iota Epsilon chapter. Cambridge Investment Research Advisors serves a diverse client base that includes individual, pension, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports multiple investment platforms and provides proprietary and third-party model strategies.

Matthew Delzingaro II is an advisor at LPL Financial holding Series 65 and Series 63 licenses. He has been associated with LPL Financial since 2025 and has prior experience at the Andrew Hoff Agency and Upperpark High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Timothy Traut is a financial advisor at Vanguard Advisers with 28 years of industry experience, all spent at The Vanguard Group since 1998. He holds Series 63 and Series 65 licenses. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach and primarily constructs portfolios from Vanguard funds and ETFs, offering a high volume digital platform supported by a large advisory team.

Ricardo Coroniti is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and with 42 years of industry experience. His career includes over two decades at Securities America Advisors, Inc., alongside operating his own business ventures since the mid-1990s, including insurance sales focusing on term life insurance and variable annuities. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by various tools and third-party managers.

Kyle Heuchert is a financial advisor with LPL Financial holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Morgan Stanley and Porter and Guide Wealth Management. His background includes roles at Marsh McLennan Agency and teaching experience at Temple University and Souderton Area High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a large network of advisors.

Ethan Kohler is a financial advisor at Wells Fargo Advisors with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Park Avenue Securities, Guardian Life Insurance Company, United States Liability Insurance, and Lehigh Valley Health Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using Wells Fargo research and tools, with discrete planning engagements tailored to client needs.

Rachel Satterthwaite is a financial advisor with LPL Financial in Collegeville, PA, holding a Series 66 designation and six years of industry experience. Her prior roles include work with Waddell & Reed and various insurance carriers. She is also involved in tax preparation through Collegeville Tax Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services.

Blake Fisher is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, Mid Penn Bank, First Bank, Wells Fargo, and experience in social media and self-employment ventures. He also served in various positions from 2016 to 2026, including at Penn State University and several educational institutions. Merrill, together 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.