A Norkiewicz is a financial advisor at LPL Financial with 44 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Cadaret, Grant & Co., Inc., Lancaster Financial Group LLC, and The Investment Center, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and diverse investment strategies.

Mary Reopell is a financial advisor at Ameriprise with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Danilo Ercole is a financial advisor with LPL Financial in Wilmington, DE, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at The Vanguard Group for two years and has experience in various roles including self-employment and positions in the hospitality and education sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 with access to research, model portfolios, and various investment strategies.

John Morgenthaler is a financial advisor at OSAIC with over 42 years of industry experience. He holds a Series 63 designation and has worked with firms including Wharton Wealth Management and Principal Life Insurance Company. Morgenthaler is also involved with Wharton Business Group, a separate entity focused on selling life insurance. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, and charitable organizations through a large network of affiliated advisors. The firm combines multiple advisory platforms with brokerage services and uses asset-allocation tools and third-party money managers to offer customized portfolio solutions.

William Filer Jr. is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research-supported model portfolios and alternative strategies.

Don Dewees is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He has worked within the Wells Fargo organization since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as treasurer of the Edgar A. Thronson Foundation and participates on the investment committee of the Delaware Center of Horticulture. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including retirement, education, risk management, and niche services such as business-owner transition and special-needs planning. The firm integrates advisory services with banking and other financial products, supporting clients through tailored recommendations and flexible implementation options.

Jonathan Williams is a financial advisor with Edward Jones in Oxford, PA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Edward Jones in 2026, he was a financial consultant at Florida Financial Advisors (DBA Tristate Financial Advisors) from 2024 to 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Paul Gibler is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Ameriprise and its predecessor, American Express Financial Advisors Inc., since 1993. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide tailored, non-discretionary retirement recommendations through a centralized consulting team.

Carmine Ciccolella is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1994. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Carmine specializes in retirement planning strategies, fixed income portfolio construction, and wealth management for affluent individuals and small business owners. His approach emphasizes preservation of capital, cash flow, and tailoring recommendations to align with each client’s income and growth objectives. Carmine holds a Bachelor of Science degree from the United States Naval Academy and a Master of Science degree from Golden Gate University. Following his graduation in 1986, he served as a Naval Officer for seven years, gaining experience in financial and logistics responsibilities. His professional focus includes family wealth management, liquidity management, tax minimization, investment planning, and estate transfer strategies. Carmine works closely with a Registered Wealth Management Client Associate to provide comprehensive financial advisory services. Residing in Hockessin, Delaware, Carmine is married with two sons. He is active in his local church and alumni association groups. Outside of work, he enjoys baseball, golfing, reading, and spending time with his family.

Robert Bechtold is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network. In addition to his advisory role, he operates an investment advisory business under the name WL Bechtold & Co. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to support portfolio construction and management.

Dominic Marinucci is a financial advisor with Mass Mutual Investors Services in Exton, PA. He holds a Series 66 designation and has 16 years of industry experience, including 15 years with Mass Mutual and its affiliated firms. Outside of his advisory role, he serves as a course instructor at Delaware County Community College. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning using firm-approved tools and educational seminars, serving a diverse client base including high-net-worth individuals.

Ryan Lynch is a financial advisor at Fidelity with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Merrill and Fidelity Investments. Prior to his advisory roles, he also worked in hospitality at Quito's Restaurant and North End Pizzeria. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI in research, and its advisory roles with registered investment companies and model portfolios.

Marc Nettles is a financial advisor with Wells Fargo Advisors in Exton, PA, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Wells Fargo Advisors since 2009, including a prior role at Wells Fargo Clearing. Outside of his advisory work, he serves as a basketball referee for the Pennsylvania Interscholastic Athletic Association. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including cash-flow, retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, which clients may choose to implement through brokerage or advisory programs.

Andrew Brown is a Financial Consultant currently working at Fidelity Investments since 2022. He specializes in developing personalized financial strategies by building relationships based on trust, empathy, and open communication. Prior to his current role, Andrew worked as a Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith from 2018 to 2022. Before that, he served as a Workplace Investment Advisor at T. Rowe Price from 2013 to 2018. Andrew's approach to financial planning involves understanding each client's unique goals, values, and aspirations to create tailored strategies that aim to bring clarity, confidence, and a greater sense of financial well-being.

Ellen Donahue is a financial advisor with Mass Mutual Investors Services and holds the ChFC® and Series 66 designations. She has 18 years of industry experience, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Co. Donahue is the owner of EMD Consulting, LLC, an entity used for business expense management. Mass Mutual Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, and charitable organizations. The firm offers a range of solutions including asset management, wrap programs, and educational seminars.

Joseph Kicinski Jr. is a ChFC® and Series 66-licensed financial advisor with Edward Jones, based in West Chester, PA, and has six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Infiniti of West Chester from 2011 to 2019. Outside of his advisory role, he serves as Vice President of the Malvern, PA chapter of Business Networking International (BNI). Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Lisa Mahabir is a financial advisor with Ameriprise based in West Chester, PA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her prior work includes roles at Santander Securities LLC, Sovereign Bank, and Citizens Bank. Outside of financial advising, she is involved in construction as an office manager for RM Masonry Construction and has worked as a sales assistant at S&T Bank. Ameriprise provides a range of advisory, brokerage, and insurance solutions, with a notable retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria. The firm employs a centralized consulting team to deliver non-discretionary, research-driven retirement recommendations that integrate tax-efficient strategies and asset management tailored to client needs.

Lorrie Hillard is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. Her work history includes roles at Ephrata National Bank, Truist Advisory Services, and Bb&T Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a nationwide 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 approaches.

David Tate is a financial professional with 11 years of industry experience, currently affiliated with Cetera. He holds the ChFC® and Series 66 designations. Prior to joining Cetera in 2023, he worked at Securian Financial Services and Minnesota Life. Outside of his advisory work, he serves as a preacher for a small congregation, delivering monthly sermons. Cetera is an SEC-registered adviser operating a nationwide network of over 10,000 independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program platforms and third-party managers.

Euan Livington is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at Equitable Advisors and T. Rowe Price. He has also worked at West Chester University and Hartefeld National Golf Course. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.