John Derosa is a financial advisor at UBS Financial Services with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2010, following positions at Credit Suisse Securities and J.P. Morgan Securities. He serves as a trustee for an irrevocable life insurance trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Steve Ricci is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC 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 implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program, along with affiliated trust and insurance services.

Shaun Conahan is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds the Series 63 and Series 65 credentials and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. Conahan serves on the board of the Indian Valley Chamber of Commerce, where he helps organize the annual golf outing. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach, offering access to third-party asset managers and various financial planning services.

Gary Kennedy is a CFP® with 38 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He serves as a board member of the Mary Mother of the Redeemer Finance Council in North Wales, PA, and acts as an executor for his father-in-law’s estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Timothy Swartley is a CFP® professional with 26 years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at Cetera and CETERA Advisor Networks. Outside of his advisory role, he serves on the boards of the Grand View Health Foundation and the Senior Adult Activity Center of Indian Valley, and he is a partner in a hunting and fishing club. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management approaches and platform arrangements tailored to client objectives.

William Reiner Jr. is a CFP® with 31 years of industry experience, currently with LPL Financial since 2021. He previously worked at Cambridge Investment Research Advisors and Ameriprise. 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 broad range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Margaret Finney is a financial advisor at UBS Financial Services with 32 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Stephen Mazda is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds the Series 63 designation and has previously worked at Cantella & Co., Inc. for over two decades, as well as at Mazda Capital Management LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent financial professionals, utilizing proprietary and third-party strategies with both discretionary and non-discretionary implementation.

Christopher Slowey is a financial advisor with UBS Financial Services in Newtown, PA, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include positions at Bank of America, Merrill, G.distributors, LLC, and Gabelli & Company, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a broad range of capital markets services.

Thomas Taggart is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo entities since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Stephanie McCurry is a Certified Financial Planner (CFP®) with 38 years of industry experience. She has been with Raymond James Financial since 2009 and also associated with Raymond James Financial Services, Inc. since 2002. Outside of her advisory role, she serves as a finance and investment committee member for Lehman Memorial United Methodist Church and holds the Certified Divorce Financial Analyst (CDFA) designation. 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 offers tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Dominick Clemente is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2019 and also spent time at Bank of America. Clemente attended Pennsylvania State University from 2014 to 2018. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Mc Kee is a CFP® professional with eight years of industry experience, currently serving at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Wawa for three years. He holds the Series 66 designation and is based in Lansdale, PA. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Melanie Jimenez is a financial advisor at Edward Jones with 15 years of experience at the firm and holds a Series 66 designation. She is based in Newtown, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

John Harwick is a CFP® with 24 years of industry experience, currently serving at Fidelity. He has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services, with a notable use of systematic methodologies and AI technologies in its investment process.

Kelly Williams is a financial advisor with Charles Schwab with 10 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab since 2013, with a brief consulting role at a family-run business, The Village Teahouse. She also assists her husband with organizing a small online resale hobby. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, using multi-asset model portfolios and centralized operational support.

Mark Irwin is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has held various roles within Fidelity since 2011, including positions at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, leveraging proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary advisory services, fund advisory including multi-manager structures, and is noted for its use of systematic methodologies and AI-driven research tools.

Stanley Robbins is a CFP® and Series 66-registered financial advisor with 22 years of industry experience. He is currently with OSAIC and has previously worked at Lincoln Financial Advisors and Wells Fargo in various advisory roles. Outside of advisory services, he owns and operates an insurance agency offering disability, long-term care, and fixed life insurance products. OSAIC serves a broad client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, diversification, and access to multiple investment platforms and third-party managers.

Scott Schwartzman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with PFS Investments Inc. and Primerica Financial Services since 2010 and 2011, respectively. Outside of his advisory role, Schwartzman provides bookkeeping and tax services for individuals and nonprofit organizations on a part-time basis. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, maintaining oversight of model selection and implementation.

Joseph Maxwell is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. In this role, he works with high net worth clients and families, providing insight and support to help them work toward their financial goals. Mr. Maxwell has over 25 years of experience in the financial industry. Prior to his current role, he held several positions at Fidelity Investments, including Financial Planning Consultant and Investment Representative. His experience also includes roles as a Financial Analyst at Ayco Goldman Sachs Company, Financial Advisor at UBS PaineWebber, and Generalist at Thomas Weisel Partners. Outside of his professional work, Joseph Maxwell enjoys gardening, golf, kayaking, spending time with his pets, and traveling.