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.

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.

Gregory Bauer is a financial advisor with LPL Enterprise holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including 31 years at Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers and insurance products.

Joseph Digiacomo is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2022, following six years at Wells Fargo Clearing and thirteen years at A. G. Edwards & Sons, Inc. He also serves as an arbitrator on FINRA and American Arbitration Association panels. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

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.

William Ford is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

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.

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.

John Horn is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and the Series 66 license. He has 12 years of industry experience, having previously worked at Lincoln Financial Advisors for 18 years before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brad Bryan is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Cetera in Phoenixville, PA. His prior experience includes roles at Charles Schwab, TD Ameritrade, and The Vanguard Group. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

David Weld is a financial advisor with LPL Financial in Birdsboro, PA, holding the ChFC® and Series 63 designations and bringing 38 years of industry experience. His prior experience includes roles at American Portfolios Financial Services, Inc. and OSAIC. Outside of his advisory work, he serves as Council Commissioner and Vice President of council operations for Scouting America, managing programs for youth participation. 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 solutions, including access to third-party asset managers and model portfolios, supported by technology tools for advisors while maintaining discretionary control over client investment decisions.

Matthew Kitchie is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and previously worked at Voya Financial Advisors, Inc. and Lehigh University. Outside of his advisory role, he operates as an independent insurance agent focused on fixed insurance products and markets financial services and fixed life insurance through his own firm, Flagship Financial. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with investment options including model portfolios, third-party managers, and customized strategies.

Jinsong Chen is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services for 17 years and Cincinnati Analysts, Inc. for one year. Outside of his advisory role, he is co-owner of J. Lion Insurance Group, an insurance agency. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various analytical tools and discretionary strategies.

Nicholas De Vito is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2022. His prior experience includes roles at Cetera Advisor Networks and Menninger & Associates. 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 services and investment programs, combining a large advisory network and various financial products with oversight of significant discretionary assets.

Janna Lutz is a financial advisor at Edward Jones with five years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Commonwealth Financial Network, Paragon Strategic Wealth, and Raymond James Financial Services Advisors, Inc. Outside of finance, she has worked with CHI St. Alexius Health Williston and The Williston Area Chamber of Commerce. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and managed solutions, supported by a large network of advisors and branch offices nationwide.

Alan Glassey is a financial advisor with LPL Financial in King of Prussia, PA, holding the ChFC® designation along with Series 63 and Series 65 registrations. He has 36 years of industry experience, including 26 years at Lincoln Financial Advisors Corporation and over three decades associated with Sagemark Consulting, Inc. Outside of his advisory work, he is involved in managing a family farm in Elverson, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management options through a large network of advisors, utilizing both firm research and third-party strategies.

Barry Rucks is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and over 31 years of industry experience. He previously worked at Ameriprise Financial Services for 14 years before joining LPL Financial in 2019. Outside of his advisory role, he is the owner of a business entity for tax and investment purposes, BA Rucks LLC, and is involved in a fixed and variable annuity insurance brokerage. LPL Financial is a national broker-dealer and registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions utilizing both proprietary and third-party models, supported by technology tools for operational and research purposes.

Harry Horn is a financial advisor at LPL Financial based in King of Prussia, PA, holding a Series 66 designation with eight years of industry experience. His career includes prior roles at Lincoln Financial Advisors Corporation and Lincoln Financial Group, as well as a position at The University of Scranton. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing various strategies and tools delivered through a large network of investment adviser representatives.