Mark Freilich is a financial advisor with LPL Financial in Collegeville, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2009. Freilich operates under the DBA DeKalb Wealth Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides advisory and brokerage services through a large network of advisors with access to a range of financial planning, model portfolios, third-party asset management, and institutional platforms.

Nathan Christman is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and four years of industry experience. He has worked at LPL Financial and QNB Bank since 2023 and previously at PNC Capital Markets, LLC. Outside of advisory work, he is employed part-time at Target. 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 portfolio programs, and institutional platforms, supported by advanced research and technology tools.

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.

Brian Arrow is a financial advisor with LPL Financial, holding a Series 66 designation and over 20 years of industry experience. His prior roles include positions at Cuna Mutual Group, CUNA Brokerage Services, Inc., and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Robert Musselman is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at VOYA Financial Advisors and operated his own firm, R Bruce Musselman. He is also president of Musselman Financial Solutions, LLC, a firm involved in the sale of fixed insurance, securities, and investment products. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, as well as institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

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.

Mckenzie Moore is a financial advisor at Wells Fargo Advisors with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Wells Fargo Advisors in 2025, Moore worked at Charles Schwab and held positions outside the financial sector, including roles at Tommy Hilfiger, UPS, DoorDash, and staffing companies. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, utilizing proprietary research and planning tools to develop tailored recommendations.

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.

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.

Michael Frederick is a Certified Financial Planner® (CFP®) and Chartered Financial Consultant (ChFC®) with 27 years of industry experience. He is currently with LPL Financial and has previously worked at firms including J Alden Associates, Wells Fargo Clearing, and Merrill. He serves as treasurer of the Upper Frederick Fire Company. 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, offering a range of financial planning, asset management, and institutional platforms.

Yancy Whitaker is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, he held roles at BAE Systems and USLI Insurance and was a college student. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

William Lewis is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He previously worked at Merrill and Bank of America, N.A. He serves on the Board of Trustees for Luzerne County Community College. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

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.

Leslie Benzak is a CFP® with 25 years of industry experience, currently advising at Cetera. Her prior experience includes roles at Tupelo Wealth Partners, Commonwealth Financial Network, and Lincoln Investment Planning. Outside of advising, she is co-owner of Otium Ventures, a company involved in real estate management, and also provides tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and supports both discretionary and non-discretionary accounts.

Joshua Hartline is a financial professional with three years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 licenses and has worked with Cetera and its related entities since 2022. Prior to his financial career, he was employed at Costco Wholesale and also spent several years involved with Elite Baseball Training. Hartline maintains a role with Musselman Financial Solutions, where he provides client services including Medicare Part D plan reviews. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individual investors, retirement plans, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

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.

Vincent Libucki Jr. is a financial advisor with Ameriprise in Philadelphia, PA, holding a Series 66 designation and two years of industry experience. He previously worked at JP Morgan Chase for three years and Capital One for seven years. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports primarily for clients with assets managed by Ameriprise.

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.