Jason Devlin is a Financial Consultant currently with Fidelity Investments, a role he has held since 2026. He has over two decades of experience in the financial services industry, having served in various capacities including Investment Consultant and Branch Leader at Fidelity Investments, VP Financial Consultant at Charles Schwab, Senior Manager in Wealth Management at TIAA, and multiple roles at Merrill Lynch. His expertise covers retirement and income planning, investment allocation, tax-efficient investments, and estate or legacy considerations. Jason aims to assist clients and their families in understanding their financial situations and developing strategies aligned with their goals. Outside of his professional work, Jason engages in boating, family activities, fishing, outdoor adventures, swimming, and traveling.

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.

Tracey Sudo is a financial advisor at LPL Financial with 26 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Cetera Investment Services, Banc of America Investment Services, PNC Wealth Management, and Ameriprise. Outside of her advisory role, she is also a licensed real estate agent with Keller Williams. 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 variety of financial planning and portfolio management services through a large network of advisors and employs diverse investment strategies supported by advanced research and technology tools.

Terri Campbell serves as Vice President, Financial Consultant at Fidelity Investments. In this role, she partners with individuals and families to design and implement personalized financial plans that support long-term wealth management and income objectives. Her approach involves collaboration to ensure each plan reflects clients' unique preferences, risk tolerance, and evolving financial goals. Terri has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and now Vice President, Financial Consultant. This experience has provided her with a comprehensive understanding of financial consulting and investment 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.

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.

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.

Kara Famularo is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2014. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Rashon Holmes is a Planning Consultant at Fidelity Investments, a position he has held since 2022. In this role, he works closely with clients to develop comprehensive financial plans tailored to their life stages and individual circumstances. Prior to joining Fidelity Investments, Rashon served as a Premier Advisor at Citizens Bank from 2019 to 2022 and as a Relationship Banker at Santander from 2018 to 2019. His experience spans various aspects of financial advising and client relationship management. Rashon emphasizes building long-term relationships based on mutual respect and trust. He leverages the tools available at Fidelity to assist clients throughout their financial journeys, aiming to provide them with confidence in their overall financial plans.

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.”

Michael Hunsicker is a CFP® professional with 17 years of experience in the financial services industry. He is currently an advisor at Edward Jones, where he has worked for four years. His prior experience includes roles at Northwestern Mutual and Hartford Investment Financial Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated financial services. The firm manages over $1 trillion in assets and is notable for its extensive retail advisor network and branch footprint.

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.

Mason Smith is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked in various roles including real estate sales at Iron Valley Real Estate Northeast. Mason is also a licensed real estate agent serving as an independent contractor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.