Joanne Natale is a CFP® with 25 years of industry experience, currently with LPL Financial since 2024. Her prior roles include positions at Securities America Advisors, Park Avenue Securities, and Guardian Life Insurance Company. She is also the managing partner of Proactive Tax Strategies, LLP, a tax preparation and accounting firm. 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 financial planning and investment management services utilizing both model portfolios and customized strategies, supported by a broad platform that includes affiliated insurance and banking services.

Patrick Trauger is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services LLC. He previously worked at LPL Financial and has been involved with Penn Wealth Planning since 2007. Trauger also serves in the United States Air Force Guard and is a member of the Finance Committee for Habitat for Humanity in Bucks County. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Lewis is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked for over 38 years. He assists clients and their families with asset accumulation, retirement planning and distribution, tax minimization strategies, and succession planning. His team focuses on providing customized strategies that leverage Merrill Lynch's research resources to meet each client's unique financial needs. Chris holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from St. Joseph's University with a Bachelor's degree and has a high school diploma from Central Bucks East. He is a member of the Bucks County Estate Planning Council and the Central Bucks Rotary. Chris lives in Doylestown, Pennsylvania with his wife Kara. He enjoys biking, golfing, and reading, and spends time with his three grown children.

Kiley Haws is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and 2 years of industry experience. Prior to joining Primerica Advisors, Haws worked at PFS Investments Inc. and has a background including roles in education and municipal authority work. Outside of advisory activities, Haws is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies supported by third-party asset managers and custodians.

Stacia De Witt is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Allstate Insurance Company, Mutual of Omaha, and Thrivent Investment Management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement planning advice focused on income sources and tax-aware withdrawal strategies.

James Pfister is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior experience includes a long tenure at Ameriprise Financial Services, Inc., where he worked for 34 years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Michael Makaila is a financial advisor at Cetera with four years of industry experience. He holds the Series 66 designation and previously worked at Teva Pharmaceuticals, Inc. for fourteen years. He serves as a board member of Ebony Pearls Foundation, Inc., a nonprofit focused on scholarships and leadership development for young women in Philadelphia County. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services across various program structures, managing over $256 billion in assets.

David Shantz is a ChFC® and Series 63 licensed financial advisor with Ameriprise in Doylestown, PA, bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing tailored, non-discretionary recommendations that incorporate modeling, tax-efficiency analysis, and adaptive withdrawal strategies. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Joshua Weizer is a financial advisor at LPL Enterprise with a Series 66 designation and has been with the firm since 2026. He also has a long-term role at Delaware Valley Vital-Link Inc., where he has been active since 2013. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and various brokerage and insurance products through its network of investment adviser representatives.

Andrew Pilone is a financial advisor at LPL Enterprise with seven years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm primarily uses model-driven investment implementations and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Frank Fischer is a CFP® with over 20 years of experience in the financial services industry. He has been with Raymond James Financial and its affiliated entities since 2006. Outside of his advisory role, he leases part of his farm property for a large-scale solar power facility and owns a small apartment house on the same property. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses various analytical tools to support client goals, while also maintaining unique municipal advisory services and specialized retirement plan consulting programs.

Antoinette Pellegrini is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. She holds the Series 63 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of financial planning and investment services. The firm offers tailored recommendations using proprietary research and tools, with a focus on discrete planning engagements across various specialized areas.

Michael Tekin is a financial advisor at LPL Financial with 31 years of industry experience. He held a position at FSC Securities Corporation for 23 years prior to joining LPL Financial in 2023. He holds a Series 63 designation and is based in Flemington, NJ. His outside business activity includes insurance sales. 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 portfolio programs, and institutional platforms, with a focus on diversified investment strategies and technology-supported advisor tools.

Robert Moses is a Certified Financial Planner (CFP®) at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2000. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management to provide a broad range of services.

Brian Donlon is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Merrill and Janney Montgomery Scott. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with clients able to choose whether to implement recommendations through brokerage or advisory programs.

Amanda Schulenberg is a financial advisor with Thrivent Investment Management in Montgomeryville, PA. She holds Series 65 and Series 63 licenses and has 11 years of industry experience, having worked at Thrivent and its affiliated firms since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority, allowing clients to integrate planning with managed accounts under a consolidated billing option called “WealthPlan.”

Daniel Pfeiffer is a Series 66 licensed advisor with 17 years of industry experience, currently with Mass Mutual Investors Services since 2017. He previously worked at MetLife Securities Inc. from 2015 to 2017. Pfeiffer serves as the treasurer of the VE Soccer Club, where he manages financial operations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

David Schneider is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. His current role includes a regional director position requiring licensing in property and casualty insurance, though he does not actively write business in that area. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in a wrap program, while also facilitating insurance product sales through affiliated entities.

Donna Dembeck is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Kyle Elfstrom is a financial advisor at Merrill with 17 years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2008 and at Bank of America, N.A. since 2010. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.