Jared Payne is a financial advisor at Thrivent Investment Management based in Montgomeryville, PA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he worked at several companies including Zolon Tech Inc and N4 Solutions LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial planning topics without implementation. The firm combines goal-based analyses with managed-account options under a consolidated billing service called "WealthPlan," and maintains periodic reviews of client plans.

Susan Helm is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Wells Fargo Clearing. She has been with LPL Financial since 2014. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Catherine Alexander is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill since 2008 and also holds an executor role for a family estate. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional investors.

Joseph Azzara is a CFP® professional with 31 years of industry experience. He has worked at Wells Fargo Advisors since 2017 and previously worked at Ameriprise Financial Services, Inc. from 2009 to 2017. In addition to his advisory role, he owns Azzara Wealth Management, LLC, an independent financial practice. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including niche services like business-owner transition and special-needs analysis. The firm integrates advisory services with various financial products and referral channels.

Kyle Farley is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior experience includes roles at GWN Securities, KADES-MARGOLIS, and Lincoln Financial Distributors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Andis Madani is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked previously at LPL Enterprise, Pruco Securities Inc., and Prudential Insurance Company of America. Outside of finance, Madani has been involved in the restaurant industry through employment at La Voglia Italian Restaurant. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager research, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG eligibility considerations and broader derivatives capabilities.

Kellan Ward is a financial advisor with LPL Enterprise, holding a Series 66 license and one year of industry experience. Prior to joining LPL Enterprise, he worked in various roles including employment in the catering industry. He is involved with 12th Street Catering as an outside business activity. LPL Enterprise, LLC serves a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers financial planning, brokerage, and insurance services.

Eugenia Ritvin is a financial advisor with Primerica Advisors in Doylestown, PA, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2014. Outside of advisory work, she is involved in sales of investment-related products and receives compensation for loan product sales and referrals of home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, delivering advisory services primarily through model-driven strategies managed by third parties.

Steven Samlin is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and 15 years of industry experience. Prior to joining LPL Enterprise in 2026, he worked for Farmers Financial Solutions for 11 years and has been affiliated with Farmers Insurance Group since 2011. 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 access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Michael Charpentier is a Financial Consultant at Fidelity Investments, where he has been employed since 2003 in various roles. He has held positions including Financial Consultant since 2013, Investment Representative from 2011 to 2013, Service Delivery Manager from 2008 to 2011, and several specialist roles related to retirement investment and defined contribution plans throughout his tenure. His experience spans over two decades at Fidelity, focusing on wealth planning and assisting clients in working toward their financial goals. He emphasizes strategies tailored for all styles of investors within the Fidelity framework. Outside of his professional responsibilities, Michael's personal interests include bowling, attending concerts, playing golf, and music.

Riley Fantozzi is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Bausch + Lomb and has a background that includes roles at Arizona State University and in education with the Pennridge School District. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, with oversight of sub-advisers and a focus on model portfolios and governance.

Jesse Brookreson is a financial advisor with Raymond James & Associates and holds Series 63 and Series 65 licenses. He has 21 years of industry experience, including roles at Wells Fargo Clearing from 2016 to 2021. Jesse serves on the finance committee of St Robert Bellarmine Roman Catholic Church in Warrington, PA. 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 individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

Brian Hines is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked with Cambridge since 2010, following a two-year tenure at VOYA Financial Advisors. In addition to his advisory role, Hines is an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Scott Brong is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he held positions at The Prudential Insurance Company of America and Pruco Securities LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a nationwide network of financial advisors and branch offices.

Ellen Robinson Gunder is a financial advisor at LPL Financial with 25 years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2025. 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 portfolios, third-party asset management, and institutional platforms.

Ryan Johnson is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has worked for Raymond James & Associates Inc and Bank of America, N.A. prior to his current role. 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.

Christopher Smith is a Financial Consultant currently working at Fidelity Investments since 2023. He has held various roles within Fidelity Investments, including Investment Consultant from 2022 to 2023 and Investment Solutions Representative from 2021 to 2022. Prior to his tenure at Fidelity, Christopher was a Financial Consultant at Equitable Advisors from 2018 to 2021. In his role, Christopher partners with individuals and their families to develop and implement comprehensive financial plans tailored to their unique situations and goals. He focuses on helping clients make informed financial decisions to pursue their objectives and achieve financial freedom. Christopher values continuous learning and growth through his interactions with clients.

Daniel Loftus is a Senior Financial Advisor and Portfolio Manager with the Lewis Rosenwald Loftus Group at Merrill Lynch Wealth Management in Doylestown, Pennsylvania. He has over 20 years of experience in the financial industry, most of which has been with Merrill Lynch. Daniel works closely with clients on various financial areas including college education planning, family wealth management, endowments, foundations, non-profits, legacy planning, retirement income, and socially responsible investing. Daniel holds a Bachelor's degree in Finance from the University of Scranton and earned his MBA from LaSalle University. He has earned multiple professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), Chartered Retirement Planning Counselor (CRPC), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), among others. He is an active member of professional organizations such as the Bucks County Estate Planning Council and serves on the Doylestown Township Bike & Hike Committee. Residing in Doylestown with his wife Ellen and their three children, Daniel is involved in the community through the Doylestown Athletic Association. He enjoys an active lifestyle including running, biking, golfing, swimming, and coaching youth sports teams.

Matthew Ebbecke is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining LPL Financial in 2024, he worked for Lincoln Financial Securities Corporation for nine years and has operated Stephen B. Ebbecke and Associates, an insurance brokerage focused on life and disability insurance, since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with financial planning, model portfolio programs, third-party asset management, and institutional platforms. The firm supports advisors with proprietary research models and third-party subadvisors across various investment strategies.

Christopher Haring is a financial advisor with LPL Financial in Limerick, PA, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Edward Jones. Outside of finance, he is employed as a helper at Heidel Plumbing. 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 services including financial planning, model portfolios, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.