David Deleon is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has worked with LPL Financial since 2019 and previously held roles at Diamond Credit Union, Primerica, Pennsylvania State University, Target Corporation, and Adam Art. 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, model portfolio programs, third-party asset management, and institutional platforms.

Leo Webb is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Primerica Advisors since 1995 and with Primerica Financial Services since 2003. Outside of advisory work, he is involved in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model based on tiered wrap fees and ongoing oversight.

Robert Hurley is a CFP® with over 43 years of experience in the financial industry. He has worked at LPL Financial since 2025 and previously spent 39 years at R.G. Hurley & Associates, Inc. He has also been affiliated with Cadaret, Grant & Co., Inc. since 1983. Additionally, he has engaged in life, health, and annuity insurance sales since 1988. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisory and brokerage services delivered primarily through its network of investment adviser representatives.

Nicholas Hinkle is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and previously worked at Profile Management Agency LLC and Lehigh Valley Health Network. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Danny Petty is a financial advisor at Edward Jones with 12 years of industry experience. He has held positions at Edward Jones since 2018, following roles at Raymond James & Associates and J.W. Cole Financial, Inc. Outside of his advisory work, he serves as Director of Youth Ministry at Bucks County Community Church, coordinating monthly youth events and teaching on Sunday evenings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Anthony Russo is a CFP® professional with 22 years of industry experience, currently serving at Cetera. His prior experience includes roles at Avantax Advisory Services, HD Vest Insurance Agency Inc, and operating his own CPA practice focused on tax preparation. In addition to financial advising, he prepares and signs individual income tax returns, meeting with clients to address tax questions and advising on federal withholding. Cetera Investment Advisers LLC is a large SEC-registered firm that supports over 10,000 advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, including access to third-party money managers and both discretionary and non-discretionary program options.

Brian Duelfer is a financial advisor at Ameriprise with 39 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Ameriprise and its related entities since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with tax-aware withdrawal strategies and dependable income sources.

Jeffrey Pascoe is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Edward Jones, and Paychex Securities Corporation. Outside of his advisory work, he serves as a referee for school sporting events with the Pennsylvania Interscholastic Athletic Association. 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, model portfolio programs, and institutional platforms, supported by technology tools for research and operations.

Amanda Zhou is a Branch Leader at Fidelity Investments, where she leads a team of financial professionals providing financial and investment guidance to clients. She has held this role since 2023. Her professional experience includes positions as a Field Supervision Officer at Edward Jones in 2023, Core Brokerage Team Lead at Robinhood from 2021 to 2023, and Investor Service at TD Ameritrade from 2019 to 2021. Through these roles, she has developed expertise in financial services and client support. Outside of her professional work, Amanda enjoys hiking and exploring food-related interests.

Tyler Corpora is currently an Investment Consultant at Fidelity Investments, where he specializes in developing personalized financial plans that align with clients' specific needs, risk tolerance, and financial goals. His approach focuses on creating transparent and approachable experiences to help clients feel confident throughout their financial journeys. Tyler's professional experience includes roles as an Associate Financial Advisor and Paraplanner at Ameriprise Financial from 2025 to 2026, a Retirement Services Sales Representative at ADP Broker Dealer from 2023 to 2025, and a Financial Representative Intern at Northwestern Mutual in 2021. These positions have contributed to his expertise in investment consulting and retirement services. Outside of his professional work, Tyler enjoys activities such as going to the beach, cooking and baking, football, social events with friends, golf, and traveling.

Terry Dorrity is a financial advisor with Fidelity Capital Management Corp, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has worked at Fidelity Capital Management since 2000 and Integrity Investments since 2022. Outside of finance, Mr. Dorrity owns and operates KelsBuds Inc., which includes Bone's Pizza and Bone's Twisted Sister yogurt and smoothie shop, where he is actively involved. Fidelity Capital Management Corp provides investment advisory and portfolio management services primarily on a non-discretionary basis to individual clients. The firm focuses on investment analysis and account reviews and manages a small client base with approximately $150,000 in regulatory assets under management.