Zachary Long is a financial advisor at Raymond James Financial with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at PNC Bank and Service Electric Network. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers non-discretionary planning and investment consulting tailored to client goals and supports both institutional consulting and portfolio management across a broad network of advisors.

Jerome Fiordimondo is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Prudential Insurance Company of America since 1977 and transitioned to LPL Enterprise in 2024. Outside of his advisory role, he operates Fiordimondo Insurance and Financial Services. 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’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and insurance products through affiliated entities.

Thomas Kelly is a financial advisor with LPL Financial in Colmar, PA, holding Series 63 and Series 66 credentials and 25 years of industry experience. He joined LPL Financial in 2013 after a year at Citizens Securities, Inc. Outside of his advisory role, Kelly is involved with Apollo Insurance Group and the Kelly Agency, both providing insurance-related services. 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, supported by a large network of investment adviser representatives.

Ryan Forman is a Series 66-licensed financial advisor at Wells Fargo Advisors with one year of industry experience. Before joining Wells Fargo Advisors in 2022, he worked at APPS Paramedical, Chariot Valet, and Green Valley Country Club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services including retirement, education, risk, and wealth-transfer planning, using Wells Fargo research and planning tools to develop tailored recommendations.

Roger Vanpelt is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has worked at Cetera and its affiliates since 2004 and previously was with Tyler Wealth Counselors and IFG Advisory Services. Vanpelt is also the owner of Van Pelt Wealth Advisors, LLC, a financial services business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through various program structures.

Peter Valenti is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and has 35 years of industry experience. He worked at Pruco Securities, LLC for 34 years and has been affiliated with Prudential Insurance Company of America for over three decades. 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 uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Brian Adelberger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Wells Fargo Bank NA since 2008 and 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 offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Dwight Dudas is a financial advisor at LPL Enterprise with 41 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. He is also the owner of an insurance and financial services business. LPL Enterprise provides advisory and brokerage services to individuals, high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

John Anderson is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and 28 years of industry experience. He has worked with several firms, including Securities America Advisors and National Planning Corporation. 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 financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and custom strategies.

John Carpani IV is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, among others. 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 uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Eric Callahan is a financial advisor with Raymond James Financial Services Advisors Inc. He holds Series 63 and Series 65 designations and has 30 years of industry experience, including 21 years at Equitable Advisors. He also owns Lederach Financial, LLC, an investment management and retirement planning business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Stephen Garnick is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He worked at Morgan Stanley for 21 years before joining Raymond James in 2019. Outside of his advisory role, he manages a residential real estate property and owns a support company related to his business operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports advisory programs with specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Kia Coleman is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to this, she spent over two decades at Merck & Co Inc and was an independent consultant for Rodan + Fields, a skincare direct sales business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Vincent Giarrocco Jr. is a financial advisor with Cetera, holding CPA credentials and three years of industry experience. He has worked at Avantax Advisory Services and operates his own tax preparation and business planning practice. Prior to his advisory career, he spent over three decades at Great Atlantic Graphics Inc. Cetera Investment Advisers LLC is a nationwide, SEC-registered firm serving individual, institutional, and retirement plan clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.

Justin Musselman is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 12 years of industry experience. He has worked at Voya Financial Advisors and Cetera Wealth Services, LLC before joining Cetera and leading Musselman Financial Solutions as Vice President of Operations, where he provides financial services including assistance with Medicare Part D plans. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients nationwide, offering a variety of portfolio management and retirement services through a multi-manager platform with both discretionary and non-discretionary strategies.

Kenneth Kussay is a Series 66-licensed financial advisor with over 31 years of experience, currently associated with LPL Financial in Colmar, PA. He has worked at Linsco/Private Ledger Corp. since 2006 and previously spent two years at Hornor, Townsend & Kent, LLC. He operates under the DBA Granite Financial Solutions, LLC. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Evan Levitsky is a Series 66-licensed financial advisor with LPL Enterprise, based in Warrington, PA, and has three years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has worked in retail security and functions as a sports referee and coach. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Elizabeth Fizell Jenkins is a Wealth Management Advisor at Merrill Lynch Wealth Management. She assists clients in managing their wealth in a manner aligned with their individual needs and values, focusing on a comprehensive approach that includes Sustainable, Responsible and Impact (SRI) investing and Environmental, Social and Governance (ESG) analysis. Elizabeth works with clients to incorporate impact investing and faith-based investing considerations into their strategies, pursuing measurable social and environmental impact alongside financial objectives. With a background that includes a 25-year career in technology and consulting, Elizabeth transitioned to financial advising to have a greater impact on individuals, families, and businesses. She holds a B.A. in Economics from the University of Virginia and has earned several professional designations including Certified Divorce Financial Analyst (CDFA), Chartered SRI Counselor (CSRIC), and Certified Private Wealth Advisor (CPWA). Elizabeth has experience working with clients navigating divorce and non-traditional family dynamics and is particularly focused on women, LGBT community members, and socially responsible investing. Elizabeth is active in her community, having served on the board of the Cancer Support Community of Greater Philadelphia and held leadership roles in various organizations including the Delaware Friends of Folk and cBridge Divorce Support. She lives in Bucks County with her husband and enjoys live music, crocheting, and attending ice hockey games.

Denise Martin is a Wealth Management Advisor, First Vice President, and Portfolio Advisor at Merrill Lynch in Doylestown, Pennsylvania. She has provided integrated wealth management and financial advice for over three decades, serving affluent individuals, business owners, and corporate executives. Denise focuses on retirement income planning and analysis, distribution options for employer-sponsored retirement plan assets, estate planning issues, and strategic investment processes. She leads a team that delivers annual in-depth strategic analyses of portfolios, considering risk tolerance, time horizon, liquidity needs, and asset allocation to support clients in pursuing their financial goals. Denise holds several professional designations, including Accredited Asset Management Specialist (AAMS®), Certified Plan Fiduciary Advisor (CPFA®), Chartered Retirement Planning Counselor (CRPC™), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA®). She is a licensed long-term health care and life insurance agent, including annuities, and is a member of the Bucks County Estate Planning Council. Denise earned her bachelor's degree from LaSalle University, where she also studied in Switzerland at the University of Fribourg. She graduated from Villa Joseph Marie High School in Holland, Pennsylvania. In addition to her professional work, Denise is involved with various non-profit organizations in the Bucks County community. She enjoys biking, cooking, football, music, reading, running, spending time with her family, swimming, traveling, and yoga. Denise values meeting clients face-to-face and fostering an educational environment through webinars and in-person events to facilitate shared learning and financial growth.

Brian Lee is a financial advisor with LPL Enterprise holding Series 63 and Series 65 designations and 13 years of industry experience. His previous roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Axa Advisors, LLC. He is also an agent authorized to sell health insurance commissions through Emerson Reid. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning services, and insurance products through affiliated entities.