Olivia Ackerman is a Series 66-licensed financial advisor at Fidelity with two years of industry experience. Her prior roles include positions at USHealth Advisors and Juice Press LLC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and holds a unique regulatory standing as both a commodity pool operator and advisor to multiple registered investment companies.

Michael Ghelardi is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and over 12 years of industry experience. He has been with Thrivent and its related entities since 2013. Outside of his advisory role, he serves as Treasurer for the Havertown Ministerium and teaches an undergraduate finance course at Temple University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial analyses without discretionary trading authority, and offers the option to combine planning with managed accounts through its WealthPlan program.

Robert Meuser Jr. is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 27 years of industry experience. His career includes prior roles at Wells Fargo Clearing and Morgan Stanley. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ronald Centofanti is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for 29 years. His background also includes a role as an independent real estate contractor with Keller Williams Realty Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

William Travis is a CFA® charterholder with 24 years of industry experience, currently serving at Mass Mutual Investors Services since 2009. He also holds a Series 63 license and works as an insurance agent specializing in individual life, property/casualty, health, and group insurance products. Outside of his advisory role, Travis serves as a FINRA arbitrator and operates a business consulting practice. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning using advanced analytical tools and offers a range of investment and educational programs.

Christopher Varela is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. He previously worked at Northwestern Mutual Investment Services and Power Home Remodeling Group. Outside of advising, he is the founder of Varela Financial, a student loan consulting business, and also works as a broker for life insurance and related products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual that offers financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides asset management, wrap and money-manager programs, and educational seminars, with financial planning engagements structured as annual, collaborative relationships using firm-approved software and tools.

Jeffrey Mc Elhaney Jr. is a CFP®-certified financial advisor with 17 years of experience, currently serving clients at Edward Jones since 2009. He holds a Series 66 license and is based in Emmaus, PA. Outside of his advisory role, he owns a vacation rental property in Strathmere, NJ. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Nicolas Weachter is a Financial Consultant currently working at Fidelity Investments since 2022. He has held various roles in the financial sector, gaining extensive experience as a Financial Advisor at Vanguard since 2017 and as a Senior Financial Planner at Facet Wealth from 2021 to 2022. His career also includes positions such as Money Movement Specialist, Client Relationship Administrator, Problem Resolution Associate, and Client Relationship Associate at Vanguard, spanning from 2006 to 2017. Nicolas collaborates closely with his clients to understand their financial needs, goals, and preferences, tailoring financial strategies that correspond to their objectives. He emphasizes educating his clients on financial planning concepts to help mitigate risks in their financial plans. Outside of his professional work, Nicolas has interests in fitness, football, music, and pets.

Julie Shickel is a CFP® professional with 29 years of industry experience. She currently works at Osaic and previously held roles at Woodbury Financial Services and Hornor, Townsend & Kent, LLC. Outside her advisory duties, she sells fixed annuities and insurance products and manages a short-term rental property. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement consulting. The firm’s investment approach includes model-based asset allocation and portfolio optimization, supported by various discretionary and third-party management options.

Joseph Leary IV is a financial advisor at Mass Mutual Investors Services with 13 years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services since 2017 and Massachusetts Mutual Life Insurance Company since 2016, following five years at MetLife Securities. In addition to his advisory role, he is an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services, and conducts educational seminars.

Gary Sanson is a financial advisor at Cambridge Investment Research Advisors with over 33 years of industry experience. He holds CFP® and ChFC® designations and has worked with several firms including Continuity Partners Group and various insurance agencies. Sanson also volunteers with the Regency at Kimberton Glen Homeowner's Association. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm employs a range of platforms and proprietary model strategies to support discretionary and non-discretionary portfolio management.

Theresa Weaver is a financial advisor with Primerica Advisors in Quakertown, PA, holding Series 63 and Series 65 credentials and 9 years of industry experience. She has worked at PFS Investments Inc. since 2017 and has been with Primerica Financial Services since 2016. Outside of her advisory role, she is self-employed as an HR consultant and serves as an ambassador for Plexus Worldwide. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale, delivering advisory services through a model-based approach supported by third-party asset managers and custodians.

James Reimold is a financial advisor with LPL Financial in Allentown, PA, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He previously worked at Mass Mutual Investors Services for six years before joining LPL Financial in 2014. Reimold is involved with Mid-Atlantic Planning Services and Mid-Atlantic Pension Specialists, the latter being a third-party pension administration business. 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 broad range of financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary platforms.

Matthew Buckery is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Limerick, PA. He has three years of industry experience and has worked with Thrivent Financial and its investment management division since 2023. Prior to entering the financial industry, he was affiliated with Liberty University and Goldey Beacom College. 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 that covers a range of topics and allows clients to combine planning with managed-account services under a consolidated billing option.

Christopher Griffith is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at LPL Financial since 2018, with prior roles at INVEST Financial Corp, MML Investors Services, MassMutual Life Insurance Co, and MSI Financial Services. Outside of his advisory work, he is involved in retail sales of wine and spirits through a business called The Bar Cart. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing proprietary and third-party strategies across various asset classes.

Joshua Storey is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he worked at Keenan Motors for 11 years and briefly at All Amish Structures. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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.