Cornelius Mccarthy is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research and model portfolios from various sources.

Joseph Ochotny Jr. is a financial advisor with Cetera who holds the PFS™ designation and has 27 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Investment Services, Inc. for 27 years and operates his own CPA practice since 1990. He serves on the board of directors for Meghan's Foundation, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm with over 10,000 advisors, offering portfolio management, financial planning, and retirement services to a diverse client base including individuals, employer-sponsored plans, corporate, charitable, and institutional accounts. The firm provides multiple investment platforms and program structures, incorporating both affiliated and third-party money managers.

Arthur Strackhouse is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James since 2008 and worked at Jourdan Wealth Management from 2016 to 2019. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Christopher Chichilitti is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Cetera and its affiliate Cetera Investment Services since 2005. Outside of his advisory work, he co-owns a contract painting business and also works part-time as a travel agent specializing in planning trips to Disney World and Universal Studios. 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 various portfolio management and financial planning services, utilizing a multi-manager platform that includes model portfolios, third-party managers, and customizable strategies across multiple program structures.

Gerard Lemly is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is a co-owner of Aiken Lemly Partnership, a business involved in buying and selling rental real estate. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. The firm provides a specialized retirement-income planning service targeting individuals with significant investable assets, combining research and modeling with tax-efficient strategies to deliver tailored, written recommendations.

Robin Lewis is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Primerica Financial Services since 2011 and PFS Investments Inc. since 2012. Outside of advisory work, he serves as an office manager for Jodie Banks, LLC and works as an independent contractor with Custom Benefit Plans. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies with a range of tactical and strategic approaches. The firm operates at scale with thousands of advisors and offices and utilizes third-party asset managers along with BNY Mellon Advisors and Pershing for trade execution and custody.

Austin Radomski is a financial advisor at LPL Enterprise with a Series 66 designation and 2 years of industry experience. His prior work history includes roles at Pruco Securities LLC, Shannon Fidler, PennWest California, Giant Eagle, Supremos Pizza, and Mars Area High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage services. The firm offers financial planning, model portfolio management, and access to third-party asset management, combining adviser programs with a range of financial products and specialized lending programs.

Jared Lynch is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and has four years of industry experience. He previously worked at The Vanguard Group and Revity Consulting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Benjamin Ricker is a financial advisor with LPL Enterprise holding a Series 66 designation. He joined the firm in 2025 and has no prior industry experience. His previous work includes positions outside finance, such as roles at various restaurants and retail employers. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that also includes brokerage and insurance products.

John Sanders is a financial advisor with Cambridge Investment Research Advisors holding Series 66 and Series 63 certifications and four years of industry experience. He previously worked at The Vanguard Group and has experience in financial services and other sectors including education and retail. He served with the United States Soccer Federation (Elkridge Youth Organization) for over a decade. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through independent Financial Professionals. The firm provides financial planning, investment management, and retirement plan advisory services using a range of portfolio management strategies and platforms.

Amanda Entenberg is a Vice President and Financial Consultant at Fidelity Investments. She partners with individuals and their families to create specific financial plans tailored to their unique situations by understanding their preferences and objectives. Amanda combines her dedication to planning with the resources available at Fidelity to pursue success aligned with her clients' goals. She has been with Fidelity Investments since 2017, progressing through roles including Relationship Manager, Investment Consultant, Financial Consultant, and currently Vice President Financial Consultant. Prior to joining Fidelity, Amanda worked as a Financial Advisor at Raymond James from 2015 to 2017.

Anthony Hasen is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at UBS Financial Services for seven years before joining Wells Fargo Clearing in 2022. He serves as a board member of the General Church of the New Jerusalem in Bryn Athyn, PA, where he evaluates the performance of the church’s investment advisor against its investment policy statement. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is investment policy statement-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cornell Fields is a Financial Consultant at Fidelity Investments, where he has been working since 2021. He focuses on partnering with clients to develop, design, and implement financial plans dedicated to their long-term financial goals. His approach involves empowering individuals and families to utilize their finances to work toward what is most important to them. Before joining Fidelity Investments, Cornell served as a Senior Retirement Consultant at Prudential Retirement from 2015 to 2021. Prior to that, he was a High Net Worth Relationship Manager at Vanguard from 2011 to 2015, and a Financial Advisor at Merrill Lynch from 2007 to 2009. Throughout his career, he has built meaningful relationships with clients and combined his expertise with the resources of his employers to help clients move towards their financial goals.

Debra Sood is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at The Vanguard Group, Inc. for six years before joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Tad Moses is a Planning Consultant at Fidelity Investments, where he collaborates with a team of financial advisors to assist clients in building and achieving their financial goals. His role focuses on planning support and fostering ongoing relationships to guide clients toward personalized financial success. He has been with Fidelity Investments since 2015, progressing through roles as Relationship Manager and Senior Relationship Manager before becoming a Planning Consultant in 2020. Prior to Fidelity, Tad worked as a Financial Advisor at VALIC and Raymond James, gaining experience in financial advisory services. Outside of his professional work, Tad enjoys baseball, social events with friends, hiking, music, parenthood, and tennis.

William Quaglio is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked with Primerica Advisors since 2014 and has additional roles in multiple school districts including Parkland, Southern Lehigh, Allentown, and Salisbury Township. Outside of advising, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Cheryl Berry is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Thrivent and its affiliates since 2017. Prior to her advisory role, she worked as faculty in the dental hygiene clinic at Montgomery County Community College, where she taught clinical skills. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account solutions under a consolidated billing option called “WealthPlan.”

John Gallagher is a CFP® with 33 years of experience in the financial industry. He is currently with Cetera Investment Advisors, having joined in 2026 after prior roles at Commonwealth Financial Network and Lincoln Investment Planning, Inc. Gallagher spends a portion of his time involved in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, 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, supporting various program structures and custodial relationships across a network of over 10,000 advisors.

Justin Rodda is affiliated with LPL Enterprise and holds a Series 66 designation. He has prior experience working at Glasbern, Moravian University, EdgeOne Property Services, and Northwestern Lehigh High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to a range of brokerage and insurance products.

Jodi Banks is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked with PFS Investments, Inc. since 2010 and Primerica Financial Services since 2009. Outside of investment advisory roles, she is involved in sales of home security and automation products through affiliated companies and operates a separate business, Jodi Banks, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.