Frank Campbell III is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 29 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1997 to 2024. LPL Enterprise, LLC 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 a wrap program, while also providing affiliated trust, insurance, and lending services.

Joseph Gunsiorowski is a financial advisor with Wells Fargo Clearing in Chalfont, PA, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. 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, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party providers.

Robert Clarke is a financial advisor at LPL Financial with 30 years of industry experience and holds Series 63 and Series 65 designations. He has been with LPL Financial since 2005. Clarke also operates RWC Investment Management, LLC, a separate business entity based in Doylestown, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisers with research tools and a range of investment strategies.

Allison Chaki is a financial advisor at Merrill with 18 years at the firm and a total of 10 years of industry experience. She holds a Series 66 designation and is based in Doylestown, PA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Cornelius Mccarthy is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and possessing 27 years of industry experience. He has been with LPL Financial since 2008 and previously worked at BLBB Advisors from 2006 to 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing various portfolio strategies and technology tools to support its network of over 22,800 advisors.

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.

Steven Szmak is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. He is also the sole proprietor of Albri, LLC, an investment-related business based in Flemington, New Jersey. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations to model outcomes.

Joseph D'amore is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Penn Wealth Planning. Additionally, he serves as an adjunct lecturer at Gwynedd Mercy University, teaching undergraduate courses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written retirement-income recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies.

Vandon Cooper is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Primerica Financial Services since 2005 and PFS Investments Inc since 2008, and more recently at Diehl Financial Group. In addition to advisory work, he is involved in the sale of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program featuring model-based strategies managed by external asset managers and supported by custodial and trade execution services from Pershing.

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.

Luis Sarmiento is a financial advisor at Charles Schwab & Co., Inc. in Flemington, NJ, holding Series 63 and Series 66 licenses with nine years of industry experience. He has been with Charles Schwab since 2018 and previously worked at David Lerner Associates, Inc. for one year. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and alternative investment options.

Alyssa Fielding is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in managing new wealth, personal retirement planning, portfolio management, socially responsible and values-based investing, as well as retirement income planning. Alyssa collaborates with clients to develop personalized strategies that align with their unique ambitions, priorities, and financial goals. Alyssa earned her bachelor’s degree from Rider University in 2013 and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification through the Certified Financial Planner Board of Standards, Inc. She also holds the Personal Investment Advisor (PIA) designation. Since beginning her career at Merrill Lynch Wealth Management, Alyssa has focused on creating comprehensive wealth management plans tailored to clients’ individual circumstances. Outside of her professional role, Alyssa enjoys cooking, snowboarding, traveling, and spending time with her family.

Chad Simmerman is a financial advisor with LPL Enterprise holding a Series 66 designation and has been with the firm since 2026. Prior to joining LPL Enterprise, his work experience includes roles at Doordash, West Chester University, and in the food service industry. He is based in Warrington, PA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Francis Scally serves as the Senior Resident Director at Merrill Lynch Wealth Management in Flemington, New Jersey. He has been with Merrill since 1996, bringing over 28 years of experience in the financial services field. In his role, he manages the Flemington office while providing wealth management advice centered on a diversified, risk-based investment process aimed at managing risk and generating absolute returns. Francis is a qualified portfolio manager and a CERTIFIED FINANCIAL PLANNER® professional. He offers clients a comprehensive approach that includes personalized strategies involving individual securities, Merrill model portfolios, and third-party investment options. His expertise spans a range of client focus areas such as college education planning, family wealth management, retirement planning, tax minimization, and legacy planning. Francis holds a bachelor's degree from Molloy College, where he also played basketball and earned a scholarship. Residing in Flemington with his wife Michele and their three children, Francis is active in the local community. He coaches youth sports, including his son's lacrosse team, and enjoys activities such as cooking, music, and reading.

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 Series 66 licensed financial advisor with two years of industry experience. He currently works at LPL Enterprise and has prior experience with firms including Pruco Securities LLC and PennWest California. Outside of finance, he has worked in the food service industry and education. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and various financial products through its network of investment adviser representatives.

Victoria Esarey is a financial advisor with Primerica Advisors in Lebanon, NJ, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. Her career includes roles at Faneuil Inc and long-term engagements with PFS Investments Inc and Primerica Financial Services. She is involved in sales of investment-related products and also receives compensation for referrals related to mortgage loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional or pension plan services.

Jared Lynch is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having four years of industry experience. Prior to joining LPL Financial, he worked at The Vanguard Group and held various roles outside the financial industry, including positions at Anthony's Coal Fired Pizza and Merion Golf Club. 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 broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across multiple asset classes.

Bruce Hesse is a financial advisor with Cetera, holding the PFS™ designation along with Series 63, 65, and 66 licenses. He has 31 years of industry experience, including roles at Avantax and 1st Global Advisors. Outside of advising, he serves as president of a condominium association in Lebanon, NJ, and owns a tree harvesting business in Maine. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, supporting various program structures and investment strategies.

Benjamin Ricker is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has a varied work background including roles in retail, food service, and university settings before joining LPL Enterprise in 2025. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily employs a model-driven investment approach and offers access to third-party asset managers and financial planning services.