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 eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021, following four years at The Vanguard Group, Inc. He also spent time at Saint Joseph's University and the Phoenixville YMCA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs, with oversight of affiliated and unaffiliated sub-advisers.

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. Bradley is also involved with AZT Financial Group LLC, a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

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 and is currently affiliated with Cambridge Investment Research Advisors. Prior to joining Cambridge in 2024, Sidney held positions at Cetera and FIFS, LLC. Sidney serves on the boards of the Mosaic Conference and the Living Branches Foundation and owns Franconia Insurance & Financial Services. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of investment solutions through independent Financial Professionals and supports both discretionary and non-discretionary strategies tailored to client objectives.

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 worked previously at Brighthouse Securities, LLC, MetLife Investors Distribution Company, Symetra Securities, Inc., and Symetra Life Insurance 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 approach combining quantitative and qualitative research and utilizes tax-aware strategies and risk management tools.

Mark Gerdelmann is a financial advisor with MassMutual Investors Services in Chalfont, PA, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with MassMutual and its affiliated companies since 2004. Outside of his advisory role, he serves as an agent for life and health insurance and is a member of an LLC related to advisory fee compensation. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that delivers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm structures financial planning as annual, collaborative engagements using firm-approved analytical tools and offers various programs including estate and employer-sponsored planning.

Missy Lynn is a Financial Consultant at Fidelity Investments, a role she has held since 2026. She has progressed through various positions within the company, including Investment Consultant (2025-2026), Relationship Manager (2024-2025), and Financial Representative (2023-2024). In her role, Missy helps individuals and families make confident financial decisions by providing clear and actionable guidance. She emphasizes building transparent, long-term relationships grounded in trust and brings a perspective shaped by experience, attentive listening, and ongoing learning. Missy holds a CA Insurance License and is a Certified Financial Planner (CFP4). Outside of her professional work, Missy enjoys activities such as going to the beach, attending concerts, spending time with family, reading, and traveling.

Adam Older is a financial advisor with Ameriprise in Hatfield, PA, holding a Series 66 designation and 14 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services since 2011. Outside of advising, he is involved in health coaching through Optavia and instructs students in Shotokan Karate and Aikijujitsu at The Bushi Group. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and investment recommendations supported by proprietary research and third-party data.

Matthew Kitchie is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He previously worked at Voya Financial Advisors and has a background that includes ten years at Lehigh University. In addition to his advisory role, he operates as an independent insurance agent and markets financial services and fixed life insurance through Flagship Financial. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to multiple program structures and third-party managers.

Theodore Ennis Jr. is a financial advisor at Thrivent Investment Management with 31 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002 and holds Series 63 and Series 65 licenses. 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 analyses and planning without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option.