Gregory Frentzen Jr. is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Securities America Advisors, CUSO Financial Services, and Raymond James Financial. He is also the owner of Frentzen Financial Solutions LLC, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various discretionary and non-discretionary portfolio management solutions, including access to third-party managers and customized strategies.

Eric Lewandowski is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has 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 provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and corporate and charitable entities, using model-driven investment implementation and offering access to third-party asset managers and insurance products.

Pierce Giancaterino is a financial advisor with LPL Financial in Pottstown, PA, holding Series 65 and Series 63 licenses and two years of industry experience. His work history includes roles at Ameriprise and Brinker Capital Inc., as well as prior self-employment. 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, third-party asset management, and institutional platforms.

Jeffrey Lehocky is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He previously worked at Deutsche Bank for 25 years and has also been associated with QNB Bank, Cetera, Mitsubishi UFJ Financial Group, and Cetera Financial Specialists LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Jade Clark is a CFP® professional with six years of industry experience, currently affiliated with Cetera. She has held positions at firms including Z Wealth Management and Allied Wealth Partners. Outside her advisory role, Clark assists an elderly neighbor with mail organization and household tasks. Cetera is an SEC-registered adviser serving individual, corporate, retirement plan, and institutional clients through a nationwide network of independent advisors. The firm offers a broad range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Kay De Mito is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds the Series 66 designation and has been with Thrivent since 2017, including roles at Thrivent Financial - Bridgit Holly. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and a wide range of planning topics without discretionary trading authority. The firm offers ongoing or one-time planning engagements and integrates planning with managed-account programs under a consolidated billing option called WealthPlan.

Brett Daily is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he worked at The Vanguard Group and has experience with Saint Joseph's University and Phoenixville YMCA. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprised of mutual funds, ETFs, and ETPs.

Daniel Peters is a CFP® with 29 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Merrill from 2001 to 2003. 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 and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Bruce Hillegass is a financial advisor at Cetera with 21 years of industry experience. He holds the CFP® and Series 66 credentials and previously worked at Avantax Advisory Services and related firms for two decades. In addition to his advisory role, he serves as a member of the Tax Appeal Board for the Borough of Macungie and operates a CPA practice providing tax preparation and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services across multiple program structures and custodial relationships.

Crystal Dye is a CFP® with 17 years of industry experience, currently working at Raymond James Financial Services Advisors, Inc. since 2009. She is based in Emmaus, PA, and also works as an associate at Evans Wealth Strategies, assisting with client support. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors, using tailored, non-discretionary planning and analytical tools.

Bonnie Thompson is a financial advisor with Edward Jones in Gilbertsville, PA, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of financial needs. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Victoria Lilley is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Thrivent and its affiliates since 2006. Outside of her advisory role, she is a partner in Lilley Roesinger LLC, a pass-through entity managing business expenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various financial topics, with an option to combine planning with managed accounts under a consolidated billing structure.

David Forscht is a financial advisor at Primerica Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2022. Prior to this, he was affiliated with Primerica Financial Services from 2019. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets through a model-driven investment approach supported by third-party asset managers and custodial services.

Duncan Reed is a CFP® professional with 12 years of industry experience, currently serving at Edward Jones since 2013. He has prior experience at DeVry University and has been affiliated with Gwynedd Mercy University since 2010. Edward Jones is a full-service wealth management firm with approximately $1.01 trillion in assets under management, serving individual and institutional clients through a large network of advisors and branches. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Pulcini is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and has been in the industry since 2025. Prior to his current role, he worked at Deloitte Consulting LLP for three years. He is also involved in outside insurance sales as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. 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, goal-based planning supported by firm-approved analytical tools.

Bradley Bishop is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Next Financial Group, Inc. for seven years. 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, third-party asset management, and institutional platforms.

Alyssa Christman is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She began her career at Fidelity Investments in 2024 as a Relationship Manager before transitioning to her current position. Prior to joining Fidelity, Alyssa gained experience at Bank of America - Merrill Lynch, where she served in multiple roles including Business Manager, Wealth Management Specialist, and Wealth Management Client Associate from 2018 to 2024. Throughout her career, Alyssa has focused on helping clients organize their finances with attention to their personal goals. Her professional experience spans wealth management and client relations within major financial institutions. Outside of her professional life, Alyssa enjoys cooking and baking, gardening, outdoor adventures, and traveling.

Sidney Ruth is a CFP® with 24 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2024. Prior to this, Ruth worked at Cetera and FIFS, LLC, where they held advisory and ownership roles. Ruth is also a board member of the Mosaic Conference and the Living Branches Foundation, both nonprofit organizations. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals across multiple platforms and custodians.

Sage Bleakney is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Lincoln Investment and Commonwealth Financial Network. Outside of financial advising, he is the founder and owner of Sage CRM Consulting, LLC, providing Redtail CRM consulting services, and also operates As If Entertainers, a separate business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to third-party money managers and various program structures.

Matthew Delzingaro is a financial advisor at Fisher Investments with 27 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Symetra Securities, Symetra Life Insurance Company, Brighthouse Securities, and MetLife Investors Distribution Company. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that incorporates quantitative and qualitative analysis to construct diversified portfolios and offers sub-advisory and retirement plan services.