Robert Angelo is a financial advisor at LPL Financial with 31 years of industry experience. He holds the CFP® designation and securities licenses including Series 63, 65, and 66. Prior to joining LPL Financial in 2023, he worked at Wells Fargo Advisors and Wells Fargo Clearing. Angelo also owns and operates a tax and accounting business under Second Level Financial. 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 institutions. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Hillary Handel is a Financial Consultant at Fidelity Investments, a position she has held since 2025. Prior to this role, she served as a Planning Consultant at Fidelity Investments from 2023 to 2025, and has held several other positions within the company since 2022, including Relationship Manager and Financial Representative. Before joining Fidelity, Hillary worked at Merrill Lynch as a Senior Phone Representative and Financial Services Representative between 2020 and 2022. Her professional experience spans various aspects of financial planning and client relationship management. Hillary is licensed with a California Insurance License, enabling her to provide comprehensive financial advice and services. Outside of her professional career, Hillary has personal interests in cooking and baking, fitness, food, movies, music, and pets.

Michael Cappiello is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Enterprise LLC, The Prudential Insurance Company of America, Pruco Securities LLC, and Ameriprise Financial Services Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Stephen Meli is a financial advisor at Ameriprise with 30 years of industry experience. He holds the CFP® and ChFC® designations and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and operates Sages, a non-financial personal services business. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Robert Cahill is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 28 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves on the finance committee of Union United Church of Christ, assisting with budget oversight and management of the endowment and cash funds. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services that include retirement, education, risk, and wealth-transfer planning, supported by proprietary research and tools.

Randy Swope is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles at PFS Investments Inc. and Primerica Financial Services since 2018, as well as Lincoln Investment from 2016 to 2018. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its investment solutions.

Aliasgher Somji is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing Services, LLC since 2018, having worked at Wells Fargo Bank NA since 2004. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Pieter Lamley is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His background includes roles at Bank of America, Merrill, and various insurance and real estate firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers 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 provides a variety of financial planning and investment management options supported by research and technology tools.

Jeffrey Bogert is a financial advisor with Wells Fargo Advisors in Allentown, PA, holding the Series 63 designation and 51 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as a trustee for friend and client trust accounts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm utilizes proprietary research and planning tools to develop tailored recommendations, covering areas such as retirement, education, risk, and wealth-transfer planning.

Joseph Medica is a financial advisor with Primerica Advisors in Chalfont, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2003. In addition to advisory services, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and custodial services, focusing primarily on individual investors rather than institutional or pension clients.

David Rabenold is a financial advisor at Primerica Advisors with 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Outside of advisory services, he is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Edward Purvis is a CFP® with 45 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Mattare III is a financial advisor with Morgan Stanley, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that incorporate firm-approved tools and models to support client planning.

Christopher Baumer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is part of The Baumer Wealth Management Group, where he develops tailored wealth management strategies for clients, their families, and their businesses to help pursue their financial and personal goals. Christopher's financial career began after college working on a team of financial analysts. He later started and managed his own business for 14 years before selling it in 2015 to join The Baumer Wealth Management Group. His expertise includes executive compensation, family wealth management strategies, institutional and individual investment consulting, retirement planning, legacy planning, and retirement income. Christopher holds a Bachelor's degree from Lebanon Valley College and has earned several professional designations, including Certified Investment Management Analyst (CIMA®), Certified Private Wealth Advisor (CPWA®), Chartered Retirement Planning Counselor (CRPC®), Certified 401(k) Professional (C(k)P®), and Certified Plan Fiduciary Advisor (CPFA®). He lives in Allentown, Pennsylvania with his wife Monica and their three children. His personal interests include boating, golfing, skiing, and swimming.

Sandra Bitar is a financial advisor at Primerica Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Primerica Financial Services, PFSI Investment Inc., and Victory Bank. In addition to her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies primarily for individual investors across approximately 1,829 offices and managing about $15.5 billion in assets.

Christopher Tuck is a CFP®-certified financial advisor with LPL Financial, based in Doylestown, PA, where he has worked since 2011. He has 15 years of industry experience. Outside of his advisory role, he sells disability insurance policies to clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management access, and various institutional platforms, combining scale with a range of advisory and non-advisory financial services.

David Whetsell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. Prior to joining Wells Fargo in 2025, he worked at LPL Financial, Invest Financial Corporation, and PS Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, leveraging research from Wells Fargo Investment Institute and third-party sources.

Conor Gum is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at DFPG Investments, Inc. and Serratelli Financial Group, where he also manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning services that provide written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Katerina Simonetti Bakh is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following an 11-year tenure at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

John Mccaffery is a financial advisor with Raymond James & Associates in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, he serves on the finance committee for Eastern Pennsylvania Youth Soccer in Plymouth Meeting, PA. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services through a variety of investment approaches, supported by extensive research and affiliated portfolio managers.