Leslie Weigand is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 38 years of industry experience. She previously worked for Lincoln Investment Planning, Inc. from 1987 to 2025. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Emma Jenkins Long is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining LPL Financial in 2025, she worked at Deutsche Bank Securities Inc. and held roles at CDP North America and JSA Sustainable Wealth Management. Before entering the financial industry, she was involved in education at Growing Up Green Middle School and Burlington School District. 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.

John Kochel is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a member of the vestry at Augustus Lutheran Church, is an appointed member of the Trappe Borough Zoning Board, and is a partner in a family horse breeding and training business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based planning across a range of financial topics. The firm offers these services without discretionary trading authority and blends planning with managed accounts through a consolidated billing option called WealthPlan.

Daniel Callahan is a financial advisor with LPL Enterprise holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Mellberg, and Citadel Federal Credit Union. Outside of advising, he owns a private ATM business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and trustee services through affiliated entities.

John Ungerman is a financial advisor with Thrivent Investment Management in Pottstown, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic financial planning across a wide range of topics and allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”

Martin Grourke is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and accumulating eight years of industry experience. He has been associated with Primerica Financial Services since 2015 and PFS Investments Inc. since 2017, alongside a long-term role in the Colonial School District since 2007. Primerica Advisors sponsors and 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 with thousands of advisors and offices, utilizing model-delivery strategies and discretionary separately managed account options supported by external asset managers and custodians.

Kyle Miller is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Lincoln Investment. Outside of his advisory work, Miller bartends on weekends at a craft brewery in Allentown, PA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Vito Martutartus is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include seven years at VOYA Financial Advisors and several years with Cetera and Cetera Wealth Services. He is also involved in independent insurance sales through his business activities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, operating at significant scale with more than 10,000 advisors and $256 billion in assets under management.

Jeremy Bravo Sanmartin is a financial advisor at Merrill with a Series 66 designation and approximately two years of industry experience. His prior work includes roles at Bank of America and several educational institutions. There are no additional notable outside activities reported. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patrick Groarke is a financial advisor with Cetera who holds a Series 63 designation and has 34 years of industry experience. He has previously worked at Wells Fargo Clearing and currently serves as managing director and business owner at Galloway Berkshire Capital LLC. Additionally, he is an insurance agent involved in selling annuities and long-term care products. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of investment management and retirement services, operating as a multi-manager platform with access to various portfolio strategies and program structures.

Joseph Quinlan is a financial advisor with Merrill in Doylestown, PA, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has been with Bank of America and Merrill since 2003. Outside of his advisory role, Quinlan is a non-resident fellow at the German Marshall Fund and Johns Hopkins University Center for Transatlantic Relations, where he participates in economic conferences focused on global economics and finance, and he serves as an adjunct professor at Fordham University. He is also under contract with John Wiley & Sons to co-author a book on Gender Lens Investing. 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. The firm offers model-based and discretionary strategies managed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Boyd is a CFP® professional with 23 years of experience, currently serving at Mass Mutual Investors Services since 2021. He previously worked at Park Avenue Securities and Guardian Life Insurance Company, accumulating nearly a decade of experience at each. In addition to his advisory role, he is an insurance agent specializing in life, disability, and fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and supports a range of investment and planning programs.

Paul Mullen is a Managing Director and Senior Resident Director at Merrill's Blue Bell office. He has held financial and managerial positions with Merrill for 34 years. In his role, Paul works with individuals, senior-level executives, business owners, corporations, endowments, and estates. He provides financial and investment strategies along with crafting custom-built portfolios tailored to each client's goals and aspirations. Paul also represents other managers and advisors, collaborating with the Firm's senior management to enhance client offerings and service. Paul holds a B.S.B.A. in Marketing from Shippensburg University and has earned the Chartered Retirement Planning Counselor (CRPC™) designation from the College for Financial Planning Institutes Corp. His client focus areas include employee financial health, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income. He is involved in various local charities and serves on the Board of Directors for For Pete's Sake Cancer Respite Foundation and Archbishop Wood High School, as well as on the financial committee for Gwynedd Mercy Academy High School. Paul lives in Horsham with his wife of 31 years and their three daughters and is an avid runner, having competed in several marathons including Boston, New York, Chicago, Washington, and London.

Richard Disammartino Sr. is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 65 designations. Previously, he worked at Wells Fargo Clearing for eight years and Stifel for seven years. Outside of his advisory work, he is the owner of Maggie’s Farm Woodworks, a non-investment-related 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 range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using various model portfolios and customized strategies.

Francisco Gil is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Wells Fargo Clearing for eight years before joining Raymond James in 2024. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and uses analytical tools to support client goals, with a notable affiliation to a municipal advisor that enhances its public finance capabilities.

Dennis Keyser is a financial advisor with LPL Financial in Quakertown, PA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at multiple firms including LPL Financial, Thrive Capital Management, Infinex Investments, and several regional banks. 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 other institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various advisory tools and a large network of investment adviser representatives.

John Myers is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes positions at JPMorgan Chase Bank, Citizens Securities, Inc., and Citizens Bank, N.A. Outside of finance, he has been involved with Curley’s Pub since 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence with forward-looking market assumptions, incorporating an ESG eligibility framework where applicable.

Glenn Flego is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 66 designations and has 27 years of industry experience. His prior experience includes roles at Ameriprise Financial Services and Raymond James Financial Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a large-scale, integrated operational structure.

Savannah Webb is a financial advisor with Primerica Advisors in Quakertown, PA, holding Series 63 and Series 65 credentials and four years of industry experience. Her prior roles include positions at PFS Investments Inc., PPL Electric Utilities, and Primerica Financial Services. In addition to financial advising, she receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based investment strategies managed by unaffiliated asset managers. The firm operates on a large scale, with thousands of advisors and approximately $15.5 billion in assets under management.

Robert Sullivan Jr. is a CFP®-certified financial advisor with 11 years of industry experience, currently with Wells Fargo Advisors in Doylestown, PA. His prior experience includes roles at Merrill and Waddell & Reed. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services that include specialized planning areas such as business-owner transition, sports and entertainment, and special-needs analysis. The firm combines proprietary research and planning tools with flexible implementation options across brokerage and advisory programs.