Samuel Flaherty is a CFP® and ChFC® with 25 years of industry experience, currently advising through LPL Financial since 2011. He also operates Flaherty Financial Services, LLC, which serves as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Farquharson is a CFP® with 28 years of experience in the financial services industry. He is currently a financial consultant with LPL Financial and has held previous positions at M&T Securities, Santander Securities, and Citizens Securities. Outside of advisory work, he is the owner and landlord of a commercial property leased to an interior design company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individual investors, retirement plans, banks, trust companies, and institutions with a range of financial planning and investment management solutions.

Andrew Filler is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent and its affiliated firm since 2014. Outside of his advisory role, he is an owner of two LLCs that serve as landlords for office and residential properties in Coopersburg, PA. 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 without discretionary trading authority, addressing a wide range of financial topics while allowing clients to combine planning with managed-account services under a consolidated billing option.

Kevin Cuthill is a CFP® professional with 13 years of industry experience, currently serving at Ameriprise since 2024. Prior to that, he worked at Edward Jones for 12 years. He is also the owner of Cuthill Group, LLC, where he manages an advisory business. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research and modeling with tax-efficient strategies to deliver personalized retirement income recommendations.

Matthew Robb is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds a Series 66 designation and previously worked at Fleetwood Bank before joining Thrivent in 2018. Outside of his advisory role, he serves as a seasonal Santa Claus impersonator and holds leadership positions on the boards of the Daniel Boone Optimist Club and the local Salvation Army advisory board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of planning topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its planning engagements.

Morgan Mc Neely is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Raymond James, he worked at Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, and Deloitte & Touche LLP. Outside of his advisory role, he assists financial advisors at Evans Wealth Strategies in Emmaus, PA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting services supported by analytical tools and emphasizes technology and compliance in its operations.

Robin Clay is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has worked at Cetera since 2020 and previously spent nearly two decades with Avantax in various advisory and insurance roles. Outside of her advisory work, she owns a tax preparation and planning business, Tax Returns Plus Financial Services, and is a notary. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets.

Vincent Saraceno is a financial advisor with Thrivent Investment Management based in Kutztown, PA. He holds Series 63 and Series 66 licenses and has 10 years of industry experience, including prior roles at Wells Fargo Clearing Services and Wells Fargo Bank. He has been with Thrivent since 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based analyses and broad financial planning topics without discretionary portfolio management or institutional advisory services.

Avery Sanson is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Advisors since 2018, following a prior role at Financial Voyages, LLC. In addition to his advisory work, Sanson has experience at the Los Angeles Film School and maintains ownership of Sanson Legacy Financial Planning LLC. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and provides access to multiple investment platforms, proprietary model strategies, and third-party advisers.

Gregory Rovinski is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at METLIFE Securities Inc for 12 years before joining Mass Mutual Investors Services in 2017. Outside of his advisory role, he is also licensed as an insurance agent providing group life, disability, and health insurance options. Mass Mutual 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, structuring client engagements as annual collaborative relationships with a focus on goal-based recommendations.

Bryan Wise is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has previously worked at Primerica Financial Services and in education with the Coatesville Area School District. Outside of finance, he has worked as a substitute teacher for local K-12 schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and comprehensive written recommendations across various financial planning topics. The firm offers these planning services separately from managed accounts and does not accept discretionary trading authority for Dedicated Planning Service engagements.

David Deleon is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has worked with LPL Financial since 2019 and previously held roles at Diamond Credit Union, Primerica, Pennsylvania State University, Target Corporation, and Adam Art. 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.

Glenn Palmitessa is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Ameriprise Financial Services, Wells Fargo Clearing, and Morgan Stanley. Outside of his advisory role, he is involved in retail through Buckmans Ski and Snowboard Shop in Doylestown, PA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Leo Webb is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Primerica Advisors since 1995 and with Primerica Financial Services since 2003. Outside of advisory work, he is involved in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model based on tiered wrap fees and ongoing oversight.

Robert Hurley is a CFP® with 43 years of experience in the financial services industry. He has worked at LPL Financial since 2023, following a long tenure at R.G. Hurley & Associates, Inc. and Cadaret, Grant & Co., Inc. Since 1988, he has also been involved in selling life, health, and annuity insurance products. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a broad non-advisory financial services network.

Nicholas Hinkle is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and previously worked at Profile Management Agency LLC and Lehigh Valley Health Network. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Danny Petty is a financial advisor at Edward Jones with 12 years of industry experience. He has held positions at Edward Jones since 2018, following roles at Raymond James & Associates and J.W. Cole Financial, Inc. Outside of his advisory work, he serves as Director of Youth Ministry at Bucks County Community Church, coordinating monthly youth events and teaching on Sunday evenings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Anthony Russo is a CFP® professional with 22 years of industry experience, currently serving at Cetera. His prior experience includes roles at Avantax Advisory Services, HD Vest Insurance Agency Inc, and operating his own CPA practice focused on tax preparation. In addition to financial advising, he prepares and signs individual income tax returns, meeting with clients to address tax questions and advising on federal withholding. Cetera Investment Advisers LLC is a large SEC-registered firm that supports over 10,000 advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, including access to third-party money managers and both discretionary and non-discretionary program options.

Brian Duelfer is a financial advisor at Ameriprise with 39 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Ameriprise and its related entities since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with tax-aware withdrawal strategies and dependable income sources.

Jeffrey Pascoe is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Edward Jones, and Paychex Securities Corporation. Outside of his advisory work, he serves as a referee for school sporting events with the Pennsylvania Interscholastic Athletic Association. 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, and institutional platforms, supported by technology tools for research and operations.