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 at firms including Prudential Insurance Company of America, Pruco Securities, LLC, Nylife Securities LLC, and New York Life Insurance Company. Schneider is also a regional director in Prudential’s Property and Casualty division. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset managers through an integrated platform that combines advisory and brokerage capabilities.

Donna Dembeck is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Raymond James & Associates since 2016. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Adam Bielemeier is a financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Bridgit Holly is a financial advisor at Thrivent Investment Management with 28 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Holly has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. 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 planning across a broad range of topics and allows clients to combine planning with managed accounts under a consolidated billing option called "WealthPlan," while keeping these services separate.

Paul Fisch is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Jennifer Detweiler is a financial advisor with LPL Financial and holds the Series 63, 65, and 66 designations. She has 14 years of industry experience, with prior roles at Securities America Advisors, Securities America, Inc., and Strobel Financial. Outside of advisory work, she provides bookkeeping and back-office support through APPJAXX LLC and owns a rental business, My Adventure Rental PA, LLC. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

George Porreca Jr. is a financial advisor at Wells Fargo Clearing with 56 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo in various capacities since 2009. 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 provides both brokerage and advisory solutions.

Chris Barnish Zusin is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1995 and Bank of America, NA since 2009. Outside of his advisory role, he is a timeshare owner involved in occasional rental management. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Debuque is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He worked at Merrill and Bank of America prior to joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting.

Brian Scheiblein is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. His prior roles include positions at The Vanguard Group and ADP LLC. He has experience outside finance in the restaurant industry and has been involved with advisory roles in independent registered investment advisors. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Zachary Long is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and two years of industry experience. His career includes roles at Raymond James Financial Services, PNC Bank, and a decade at Service Electric Network. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary advice, and it supports municipal and public-finance work through a unique municipal advisor affiliation.

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 extensive tenure at Prudential Insurance Company of America and Pruco Securities, LLC, where he worked from 1977 to 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, consulting, and access to various investment programs and products.

Thomas Kelly is a financial advisor with LPL Financial in Colmar, PA, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he is involved with Nielsen ratings in a non-investment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and model portfolio management, supported by research from internal and third-party sources.

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 credentials and over 38 years of industry experience. He has been associated with Cetera and its affiliates since 2004. Vanpelt is the owner of Van Pelt Wealth Advisors, LLC, a financial services firm. Cetera Investment Advisers LLC is a large SEC-registered advisory network serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options and serves over 10,000 advisors with more than $256 billion in assets under management.

Peter Valenti is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. He previously spent 34 years with Pruco Securities, LLC and has been associated with Prudential Insurance Company of America since 1990. Valenti also acts in a fiduciary capacity through a personal business entity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to a range of model portfolios and third-party asset management programs through an integrated platform that combines advisory and brokerage services.

Brian Adelberger is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo entities since 2008, including Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dwight Dudas is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Prudential Insurance Company of America since 1991 and more recently joined LPL Enterprise in 2024. Outside of his advisory role, he owns Dudas Insurance & Financial Services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model portfolios, and a range of brokerage and insurance products through an integrated platform combining advisory programs with other financial services.

John Anderson is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining LPL Financial in 2024, he worked at Securities America Advisors and Securities America, Inc. from 2017 to 2024, and at National Planning Corporation from 2014 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management with access to research, model portfolios, and various investment strategies.